test

Stephanie Weir

@Windsor Advisory Group, Llc

Latest period2024 - Q3ReportedManaged Assets$88.603MTotal holdings80
Assets growth rate77.66%Assets growth rate (2-Q avg)59.08%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Windsor Advisory Group, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 80 positions.

Assets under management

The assets under management (AUM) of Windsor Advisory Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 88.603M in assets, with a quarterly growth rate of 77.66% and a 2-quarter average growth rate of 59.08%. The portfolio is managed by Stephanie Weir, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
PNCPnc Finl Svcs Group Inc
Recent Activity
Decreased -2.91%
0.42%
$369,700
2,000 shares@ $184.85 avg price
FCFFirst Comwlth Finl Corp Pa
Recent Activity
0.41%
$358,092
20,880 shares@ $17.15 avg price
QQQInvesco Qqq Tr
Recent Activity
New Position
0.4%
$345,801
709 shares@ $487.74 avg price
CAHCardinal Health Inc
Recent Activity
Decreased -3.58%
0.39%
$344,713
3,119 shares@ $110.53 avg price
JNJJohnson & Johnson
Recent Activity
New Position
0.37%
$319,420
1,971 shares@ $162.06 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -2.56%
0.36%
$315,573
1,598 shares@ $197.48 avg price
IWMIshares Tr
Recent Activity
0.35%
$305,354
1,382 shares@ $220.96 avg price
KKRKkr & Co Inc
Recent Activity
New Position
0.3%
$261,160
2,000 shares@ $130.58 avg price
ITAIshares Tr
Recent Activity
New Position
0.3%
$260,374
1,740 shares@ $149.65 avg price
ADPAutomatic Data Processing In
Recent Activity
Decreased -9.6%
0.29%
$250,194
904 shares@ $276.77 avg price