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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
PAYXPaychex Inc
Recent Activity
Increased 475.19%
31.14%
$27.59M
205,607 shares@ $134.19 avg price
VTVanguard Intl Equity Index F
Recent Activity
Increased 1.07%
12.52%
$11.09M
92,646 shares@ $119.7 avg price
HBANHuntington Bancshares Inc
Recent Activity
Increased 42.5%
3.01%
$2.664M
181,257 shares@ $14.71 avg price
PCVXVaxcyte Inc
Recent Activity
New Position
2.94%
$2.599M
22,744 shares@ $114.28 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -29.87%
2.9%
$2.564M
5,570 shares@ $460.28 avg price
SCHXSchwab Strategic Tr
Recent Activity
New Position
2.56%
$2.266M
33,403 shares@ $67.86 avg price
DISDisney Walt Co
Recent Activity
Increased 0.75%
2.53%
$2.241M
23,297 shares@ $96.19 avg price
SCHKSchwab Strategic Tr
Recent Activity
Decreased -58.6%
2%
$1.766M
31,936 shares@ $55.29 avg price
VZVerizon Communications Inc
Recent Activity
Increased 226.26%
1.99%
$1.758M
39,151 shares@ $44.91 avg price
JPMJpmorgan Chase & Co.
Recent Activity
New Position
1.96%
$1.735M
8,227 shares@ $210.87 avg price