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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 $137,690,731
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Worthington Enterprises Inc.
 WOR 389,601 $20,944,954 15.21%
2.
Paychex Inc
 PAYX 212,096 $20,855,400 15.15%
3.
Nvidia Corp
 NVDA 39,204 $7,844,254 5.7%
4.
Ishares Trust
 IEF 9,751 $7,302,426 5.3%
5.
Schwab Strategic Trust
 SCHD 225,196 $6,627,518 4.81%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.