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Home > Institutional Investor > Windsor Advisory Group, Llc > Profile

Instuitional Investor - Windsor Advisory Group, Llc

Fund Profile
Filing Period:
Fund Name: Windsor Advisory Group, Llc
Portfolio Value $112,043,795
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Paychex Inc
 PAYX 211,760 $23,755,237 21.2%
2.
Worthington Enterprises Inc.
 WOR 372,282 $19,198,587 17.13%
3.
Worthington Steel Inc.
 WS 207,555 $7,185,554 6.41%
4.
Ishares Trust
 IEF 9,751 $6,678,850 5.96%
5.
Nvidia Corp
 NVDA 33,953 $6,332,265 5.65%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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