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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 $85,998,276
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Paychex Inc
 PAYX 206,010 $28,886,722 33.58%
2.
Vanguard Intl Equity Index Funds
 VWO 92,747 $10,895,883 12.66%
3.
Schwab Strategic Trust
 FNDF 248,034 $5,749,437 6.68%
4.
Vaxcyte Inc.
 PCVX 39,223 $3,210,795 3.73%
5.
Berkshire Hathaway Inc
 BRK.A 5,557 $2,518,941 2.92%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)