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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 $112,983,717
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Paychex Inc
 PAYX 206,264 $26,146,025 23.14%
2.
Worthington Enterprises Inc.
 WOR 294,085 $16,318,781 14.44%
3.
Berkshire Hathaway Inc
 BRK.A 9 $6,787,800 6.01%
4.
Ishares Trust
 IEF 9,751 $6,526,344 5.78%
5.
Apple Inc.
 AAPL 16,818 $4,282,387 3.79%
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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