Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Windsor Advisory Group, Llc > 13F Holdings

Instuitional Investor - Windsor Advisory Group, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Paychex Inc
 PAYX 206,264 $30,003,161 42.58%
2.
Ishares Trust
 IEF 10,107 $6,275,436 8.91%
3.
Berkshire Hathaway Inc
 BRK.A 6 $4,372,800 6.21%
4.
Vanguard Intl Equity Index Funds
 VWO 23,365 $3,002,878 4.26%
5.
Berkshire Hathaway Inc
 BRK.A 5,940 $2,885,542 4.1%
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)

Subscribe Now

30 day money back guarantee. Cancel anytime.