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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 $77,364,462
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Paychex Inc
 PAYX 206,264 $31,822,410 41.13%
2.
Vanguard Intl Equity Index Funds
 VWO 67,520 $7,828,896 10.12%
3.
Ishares Trust
 IEF 9,801 $5,507,182 7.12%
4.
Berkshire Hathaway Inc
 BRK.A 6 $4,790,650 6.19%
5.
Berkshire Hathaway Inc
 BRK.A 5,458 $2,906,897 3.76%
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)