$546 Thousand is the total value of Windsor Wealth Management, Inc.'s 157 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 6.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IUSV | Sell | ISHARES TRcore s&p us vlu | $45,014 | -5.6% | 603,241 | -0.9% | 8.24% | -3.7% |
| IUSG | Buy | ISHARES TRcore s&p us gwt | $38,485 | -1.3% | 405,832 | +1.6% | 7.05% | +0.7% |
| IWS | Sell | ISHARES TRrus mdcp val etf | $31,188 | -8.8% | 298,904 | -4.0% | 5.71% | -7.0% |
| LLY | Sell | LILLY ELI & CO | $28,497 | +0.4% | 53,054 | -12.3% | 5.22% | +2.5% |
| COWZ | Buy | PACER FDS TRus cash cows 100 | $25,169 | +19.6% | 509,187 | +15.8% | 4.61% | +22.0% |
| AVUV | Buy | AMERICAN CENTY ETF TRus sml cp valu | $21,666 | +5.9% | 277,951 | +5.5% | 3.97% | +8.1% |
| VTEB | Sell | VANGUARD MUN BD FDStax exempt bd | $19,798 | -5.9% | 411,599 | -1.8% | 3.63% | -4.0% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $16,815 | +9.1% | 223,687 | +9.6% | 3.08% | +11.2% |
| JCPB | Buy | J P MORGAN EXCHANGE TRADED Fcore plus bd etf | $15,634 | +18.0% | 349,998 | +23.0% | 2.86% | +20.3% |
| FBND | Buy | FIDELITY MERRIMACK STR TRtotal bd etf | $14,536 | +11.7% | 333,692 | +16.4% | 2.66% | +13.9% |
| QUAL | Sell | ISHARES TRmsci usa qlt fct | $12,291 | -6.4% | 93,263 | -4.2% | 2.25% | -4.5% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $11,874 | -7.9% | 125,873 | -2.7% | 2.18% | -6.0% |
| MUB | Buy | ISHARES TRnational mun etf | $10,439 | -2.1% | 101,806 | +1.9% | 1.91% | -0.2% |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $10,238 | -4.8% | 144,688 | -2.3% | 1.88% | -2.9% |
| SUB | Buy | ISHARES TRshrt nat mun etf | $10,105 | +0.7% | 98,245 | +1.9% | 1.85% | +2.8% |
| ICSH | Buy | ISHARES TRblackrock ultra | $8,525 | +1.3% | 169,212 | +1.1% | 1.56% | +3.3% |
| DGRO | Buy | ISHARES TRcore div grwth | $8,267 | -2.0% | 166,900 | +1.9% | 1.51% | -0.1% |
| CLMT | CALUMET SPECIALTY PRODS PARTut ltd partner | $8,015 | +20.4% | 419,653 | 0.0% | 1.47% | +22.8% | |
| IXUS | Sell | ISHARES TRcore msci total | $7,975 | -5.3% | 132,939 | -1.1% | 1.46% | -3.4% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $7,845 | +0.3% | 18,269 | +4.1% | 1.44% | +2.3% |
| CLH | CLEAN HARBORS INC | $7,735 | +1.8% | 46,215 | 0.0% | 1.42% | +3.9% | |
| VIGI | Buy | VANGUARD WHITEHALL FDSintl dvd etf | $7,383 | +0.3% | 103,509 | +5.5% | 1.35% | +2.3% |
| VONG | Sell | VANGUARD SCOTTSDALE FDSvng rus1000grw | $7,321 | -44.1% | 106,965 | -42.2% | 1.34% | -42.9% |
| GSIE | Buy | GOLDMAN SACHS ETF TRactivebeta int | $6,978 | +11.0% | 232,373 | +15.9% | 1.28% | +13.3% |
| ISTB | Sell | ISHARES TRcore 1 5 yr usd | $6,757 | -3.1% | 145,679 | -2.5% | 1.24% | -1.1% |
| NEAR | Buy | ISHARES U S ETF TRblackrock st mat | $6,349 | +7.4% | 127,255 | +7.1% | 1.16% | +9.6% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $6,236 | -11.2% | 39,102 | -7.9% | 1.14% | -9.4% |
| SRLN | Buy | SSGA ACTIVE ETF TRblackstone senr | $6,121 | +4.5% | 145,976 | +4.4% | 1.12% | +6.7% |
| SHYG | Buy | ISHARES TR0-5yr hi yl cp | $5,666 | +6.8% | 138,088 | +7.9% | 1.04% | +9.0% |
| AAPL | Sell | APPLE INC | $5,374 | -11.8% | 31,388 | -0.1% | 0.98% | -10.1% |
| JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $4,954 | +0.4% | 92,497 | +3.7% | 0.91% | +2.4% |
| PFF | Buy | ISHARES TRpfd and incm sec | $4,571 | +10.9% | 151,604 | +13.8% | 0.84% | +13.1% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $4,038 | -4.9% | 16,193 | -0.3% | 0.74% | -3.1% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $3,672 | +4.6% | 17,635 | +10.6% | 0.67% | +6.7% |
| SLYV | Sell | SPDR SER TRs&p 600 smcp val | $3,603 | -12.7% | 49,792 | -6.9% | 0.66% | -10.9% |
| IWN | Sell | ISHARES TRrus 2000 val etf | $3,563 | -27.4% | 26,288 | -24.6% | 0.65% | -26.1% |
| MSFT | Sell | MICROSOFT CORP | $3,558 | -13.9% | 11,268 | -7.2% | 0.65% | -12.1% |
| VXUS | Sell | VANGUARD STAR FDSvg tl intl stk f | $3,326 | -6.5% | 62,144 | -2.0% | 0.61% | -4.5% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $3,324 | +8.0% | 17,582 | +13.6% | 0.61% | +10.1% |
| MEAR | Buy | ISHARES U S ETF TRblackrock short | $3,291 | +11.6% | 66,079 | +11.8% | 0.60% | +14.0% |
| MDYV | Sell | SPDR SER TRs&p 400 mdcp val | $3,107 | -9.2% | 47,897 | -3.7% | 0.57% | -7.3% |
| IJJ | Sell | ISHARES TRs&p mc 400vl etf | $2,991 | -6.6% | 29,633 | -0.8% | 0.55% | -4.7% |
| SLYG | Buy | SPDR SER TRs&p 600 smcp grw | $2,820 | -4.6% | 38,481 | +0.2% | 0.52% | -2.8% |
| IWP | Sell | ISHARES TRrus md cp gr etf | $2,737 | -9.9% | 29,966 | -4.7% | 0.50% | -8.2% |
| IUSB | Sell | ISHARES TRcore total usd | $2,735 | -5.8% | 62,574 | -2.0% | 0.50% | -3.8% |
| MDYG | Buy | SPDR SER TRs&p 400 mdcp grw | $2,727 | +1.2% | 39,436 | +4.9% | 0.50% | +3.1% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $2,724 | -3.1% | 28,919 | +0.7% | 0.50% | -1.0% |
| HCCI | Sell | HERITAGE CRYSTAL CLEAN INC | $2,624 | +16.0% | 57,866 | -3.3% | 0.48% | +18.5% |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $2,613 | +9.3% | 19,955 | +15.5% | 0.48% | +11.7% |
| USMV | Sell | ISHARES TRmsci usa min vol | $2,341 | -4.1% | 32,349 | -1.5% | 0.43% | -2.1% |
| ABBV | Sell | ABBVIE INC | $2,315 | +10.3% | 15,534 | -0.3% | 0.42% | +12.5% |
| SHM | Buy | SPDR SER TRnuveen blmbrg sh | $2,064 | -1.8% | 44,650 | +0.0% | 0.38% | +0.3% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $1,919 | -2.4% | 5,478 | -5.0% | 0.35% | -0.6% |
| LRGF | Sell | ISHARES TRu s equity factr | $1,684 | -8.6% | 38,883 | -5.9% | 0.31% | -6.9% |
| IJK | Sell | ISHARES TRs&p mc 400gr etf | $1,630 | -5.0% | 22,562 | -1.4% | 0.30% | -2.9% |
| ABT | ABBOTT LABS | $1,580 | -11.1% | 16,310 | 0.0% | 0.29% | -9.4% | |
| VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $1,556 | -4.1% | 7,989 | +1.3% | 0.28% | -2.1% |
| JPM | Sell | JPMORGAN CHASE & CO | $1,314 | -5.9% | 9,060 | -5.6% | 0.24% | -4.0% |
| TSLA | Sell | TESLA INC | $1,279 | -6.0% | 5,113 | -1.6% | 0.23% | -4.1% |
| XLE | SELECT SECTOR SPDR TRenergy | $1,128 | +11.4% | 12,477 | 0.0% | 0.21% | +13.7% | |
| XOM | Sell | EXXON MOBIL CORP | $1,122 | -1.3% | 9,539 | -10.0% | 0.20% | +0.5% |
| CAT | Sell | CATERPILLAR INC | $1,116 | +7.6% | 4,087 | -3.1% | 0.20% | +9.7% |
| PEP | PEPSICO INC | $1,114 | -8.5% | 6,575 | 0.0% | 0.20% | -6.8% | |
| SPYG | Sell | SPDR SER TRprtflo s&p500 gw | $1,041 | -3.6% | 17,562 | -0.8% | 0.19% | -1.5% |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $1,012 | -3.6% | 20,304 | -0.1% | 0.18% | -1.6% |
| USTB | Buy | VICTORY PORTFOLIOS IIshort trm bd etf | $877 | +67.4% | 17,931 | +67.4% | 0.16% | +71.3% |
| Buy | GENERAL ELECTRIC CO | $862 | +5.9% | 7,799 | +5.2% | 0.16% | +8.2% | |
| AMZN | Sell | AMAZON COM INC | $846 | -22.8% | 6,653 | -20.9% | 0.16% | -21.3% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $822 | -4.4% | 5,293 | +0.0% | 0.15% | -1.9% |
| PRF | Buy | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $817 | -2.7% | 25,675 | +400.0% | 0.15% | -0.7% |
| UWM | Sell | PROSHARES TR | $787 | -21.2% | 26,036 | -10.4% | 0.14% | -19.6% |
| GBIL | Sell | GOLDMAN SACHS ETF TRacces treasury | $787 | -2.5% | 7,860 | -2.5% | 0.14% | -0.7% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $775 | +4.9% | 1,812 | +8.7% | 0.14% | +6.8% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $777 | -2.9% | 5,630 | -0.1% | 0.14% | -1.4% |
| EFA | Sell | ISHARES TRmsci eafe etf | $762 | -8.1% | 11,059 | -3.3% | 0.14% | -6.0% |
| QCOM | Sell | QUALCOMM INC | $757 | -8.4% | 6,813 | -1.8% | 0.14% | -6.1% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $746 | -16.5% | 5,699 | -23.6% | 0.14% | -14.4% |
| UNP | UNION PAC CORP | $739 | -0.4% | 3,627 | 0.0% | 0.14% | +1.5% | |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $723 | +3.7% | 9,941 | +6.9% | 0.13% | +5.6% |
| COST | Buy | COSTCO WHSL CORP NEW | $721 | +6.7% | 1,277 | +1.7% | 0.13% | +9.1% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $712 | -3.7% | 13,735 | +1.1% | 0.13% | -2.3% |
| PG | Sell | PROCTER AND GAMBLE CO | $698 | -5.2% | 4,783 | -1.3% | 0.13% | -3.0% |
| VOO | Buy | VANGUARD INDEX FDS | $700 | -1.1% | 1,783 | +2.5% | 0.13% | +0.8% |
| JNJ | Sell | JOHNSON & JOHNSON | $694 | -10.0% | 4,457 | -4.3% | 0.13% | -8.0% |
| VLUE | Sell | ISHARES TRmsci usa value | $685 | -10.7% | 7,556 | -7.6% | 0.12% | -9.4% |
| GLD | SPDR GOLD TR | $680 | -3.8% | 3,965 | 0.0% | 0.12% | -1.6% | |
| ILCG | ISHARES TRmorningstar grwt | $650 | -4.3% | 10,892 | 0.0% | 0.12% | -2.5% | |
| ANTM | ELEVANCE HEALTH INC | $643 | -2.0% | 1,477 | 0.0% | 0.12% | 0.0% | |
| SCHX | SCHWAB STRATEGIC TRus lrg cap etf | $639 | -3.5% | 12,634 | 0.0% | 0.12% | -1.7% | |
| OIH | VANECK ETF TRUSToil services etf | $623 | +20.0% | 1,805 | 0.0% | 0.11% | +22.6% | |
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $620 | +3.9% | 12,340 | +7.7% | 0.11% | +6.5% |
| NVDA | Sell | NVIDIA CORPORATION | $613 | -10.5% | 1,409 | -13.0% | 0.11% | -8.9% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $581 | +5.3% | 1,153 | +0.3% | 0.11% | +7.1% |
| IMCG | ISHARES TRmrgstr md cp grw | $564 | -6.3% | 9,876 | 0.0% | 0.10% | -4.6% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $531 | +2.5% | 1 | 0.0% | 0.10% | +4.3% | |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $524 | -2.2% | 13,352 | +1.3% | 0.10% | 0.0% |
| IVW | ISHARES TRs&p 500 grwt etf | $520 | -3.0% | 7,606 | 0.0% | 0.10% | -1.0% | |
| IVE | ISHARES TRs&p 500 val etf | $504 | -4.5% | 3,273 | 0.0% | 0.09% | -3.2% | |
| ISRG | INTUITIVE SURGICAL INC | $493 | -14.4% | 1,685 | 0.0% | 0.09% | -12.6% | |
| T | Buy | AT&T INC | $477 | -4.8% | 31,733 | +1.0% | 0.09% | -3.3% |
| ISCG | ISHARES TRmrgstr sm cp gr | $469 | -6.4% | 12,093 | 0.0% | 0.09% | -4.4% | |
| HD | Sell | HOME DEPOT INC | $439 | -6.0% | 1,454 | -3.3% | 0.08% | -4.8% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $426 | -7.4% | 5,626 | +2.1% | 0.08% | -6.0% |
| GOOG | ALPHABET INCcap stk cl c | $418 | +9.1% | 3,170 | 0.0% | 0.08% | +11.6% | |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $418 | -13.5% | 12,910 | -0.7% | 0.08% | -11.5% |
| CMI | CUMMINS INC | $417 | -6.7% | 1,825 | 0.0% | 0.08% | -5.0% | |
| ACN | ACCENTURE PLC IRELAND | $402 | -0.5% | 1,309 | 0.0% | 0.07% | +1.4% | |
| IWO | Sell | ISHARES TRrus 2000 grw etf | $400 | -39.1% | 1,784 | -34.1% | 0.07% | -38.1% |
| ORCL | Sell | ORACLE CORP | $393 | -14.8% | 3,713 | -4.1% | 0.07% | -13.3% |
| DGRW | Sell | WISDOMTREE TRus qtly div grt | $381 | -5.2% | 6,007 | -0.4% | 0.07% | -2.8% |
| IBM | INTERNATIONAL BUSINESS MACHS | $376 | +4.7% | 2,680 | 0.0% | 0.07% | +7.8% | |
| V | Sell | VISA INC | $370 | -3.6% | 1,608 | -0.6% | 0.07% | -1.4% |
| JQUA | Sell | J P MORGAN EXCHANGE TRADED Fus qualty fctr | $373 | -3.1% | 8,629 | -0.8% | 0.07% | -1.4% |
| AGG | Sell | ISHARES TRcore us aggbd et | $362 | -53.8% | 3,848 | -51.8% | 0.07% | -53.2% |
| VUG | VANGUARD INDEX FDSgrowth etf | $363 | -3.7% | 1,333 | 0.0% | 0.07% | -2.9% | |
| SWK | STANLEY BLACK & DECKER INC | $347 | -10.8% | 4,149 | 0.0% | 0.06% | -8.6% | |
| SBUX | STARBUCKS CORP | $338 | -7.9% | 3,708 | 0.0% | 0.06% | -6.1% | |
| CSCO | Buy | CISCO SYS INC | $339 | +4.3% | 6,299 | +0.2% | 0.06% | +6.9% |
| NKE | Sell | NIKE INCcl b | $335 | -13.7% | 3,503 | -0.4% | 0.06% | -12.9% |
| KO | Buy | COCA COLA CO | $332 | +11.0% | 5,931 | +19.4% | 0.06% | +13.0% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $330 | -2.4% | 3,190 | +0.1% | 0.06% | -1.6% |
| MRK | Buy | MERCK & CO INC | $323 | -3.3% | 3,140 | +8.4% | 0.06% | -1.7% |
| BP | Buy | BP PLCsponsored adr | $319 | +9.6% | 8,243 | +0.0% | 0.06% | +11.5% |
| CVS | Sell | CVS HEALTH CORP | $296 | -9.8% | 4,245 | -10.5% | 0.05% | -8.5% |
| BIV | VANGUARD BD INDEX FDSintermed term | $290 | -4.0% | 4,011 | 0.0% | 0.05% | -1.9% | |
| CVX | Sell | CHEVRON CORP NEW | $289 | -6.5% | 1,715 | -12.5% | 0.05% | -3.6% |
| YUM | YUM BRANDS INC | $273 | -9.9% | 2,185 | 0.0% | 0.05% | -7.4% | |
| IMCB | ISHARES TRmrgstr md cp etf | $273 | -5.5% | 4,568 | 0.0% | 0.05% | -3.8% | |
| SPLV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $267 | -12.5% | 4,534 | -6.7% | 0.05% | -10.9% |
| IWR | Buy | ISHARES TRrus mid cap etf | $265 | -1.9% | 3,821 | +3.4% | 0.05% | +2.1% |
| SPHQ | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $263 | -0.8% | 5,250 | 0.0% | 0.05% | 0.0% | |
| Sell | WORLD GOLD TRspdr gld minis | $260 | -4.8% | 7,101 | -0.9% | 0.05% | -2.0% | |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $257 | -11.4% | 4,436 | -2.1% | 0.05% | -9.6% |
| ILCB | ISHARES TRmorningstr us eq | $250 | -3.5% | 4,245 | 0.0% | 0.05% | 0.0% | |
| IWM | ISHARES TRrussell 2000 etf | $249 | -5.7% | 1,408 | 0.0% | 0.05% | -2.1% | |
| SPAB | SPDR SER TRportfolio agrgte | $248 | -4.2% | 10,198 | 0.0% | 0.04% | -2.2% | |
| ACWX | ISHARES TRmsci acwi ex us | $241 | -4.4% | 5,125 | 0.0% | 0.04% | -2.2% | |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $233 | -6.4% | 1,642 | -1.2% | 0.04% | -4.4% |
| SPDW | SPDR INDEX SHS FDSportfolio devlpd | $235 | -4.9% | 7,578 | 0.0% | 0.04% | -2.3% | |
| TJX | TJX COS INC NEW | $229 | +5.0% | 2,575 | 0.0% | 0.04% | +7.7% | |
| TXN | Sell | TEXAS INSTRS INC | $232 | -14.7% | 1,457 | -3.6% | 0.04% | -14.3% |
| IEMG | ISHARES INCcore msci emkt | $228 | -3.4% | 4,784 | 0.0% | 0.04% | 0.0% | |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $231 | -10.1% | 3,330 | -5.7% | 0.04% | -8.7% |
| MS | Buy | MORGAN STANLEY | $231 | -4.1% | 2,823 | +0.1% | 0.04% | -2.3% |
| PGX | Buy | INVESCO EXCH TRADED FD TR IIpfd etf | $223 | -0.4% | 20,370 | +3.2% | 0.04% | +2.5% |
| DIS | Sell | DISNEY WALT CO | $223 | -24.9% | 2,746 | -17.6% | 0.04% | -22.6% |
| TIP | Buy | ISHARES TRtips bd etf | $221 | -3.1% | 2,135 | +1.0% | 0.04% | -2.4% |
| PFE | Buy | PFIZER INC | $217 | -3.6% | 6,542 | +6.7% | 0.04% | 0.0% |
| JPST | Buy | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $215 | +0.9% | 4,283 | +0.7% | 0.04% | +2.6% |
| MCD | MCDONALDS CORP | $212 | -11.7% | 803 | 0.0% | 0.04% | -9.3% | |
| GSST | New | GOLDMAN SACHS ETF TRaces ultra shr | $212 | – | 4,243 | +100.0% | 0.04% | – |
| SJNK | Sell | SPDR SER TRbloomberg sht te | $215 | -0.9% | 8,773 | -0.1% | 0.04% | 0.0% |
| NXP | NUVEEN SELECT TAX-FREE INCOMsh ben int | $215 | -7.7% | 16,188 | 0.0% | 0.04% | -7.1% | |
| ILCV | ISHARES TRmorningstar valu | $210 | -2.8% | 3,243 | 0.0% | 0.04% | -2.6% | |
| ESGV | Buy | VANGUARD WORLD FDesg us stk etf | $209 | -2.8% | 2,777 | +1.1% | 0.04% | -2.6% |
| SDY | Sell | SPDR SER TRs&p divid etf | $202 | -10.2% | 1,754 | -4.3% | 0.04% | -7.5% |
| IAUCF | I-80 GOLD CORP | $34 | -33.3% | 22,500 | 0.0% | 0.01% | -33.3% | |
| Exit | GE HEALTHCARE TECHNOLOGIES I | $0 | – | -2,469 | -100.0% | -0.04% | – | |
| IMCV | Exit | ISHARES TRmrgstr md cp val | $0 | – | -3,235 | -100.0% | -0.04% | – |
| ADI | Exit | ANALOG DEVICES INC | $0 | – | -1,092 | -100.0% | -0.04% | – |
| DTD | Exit | WISDOMTREE TRus total dividnd | $0 | – | -3,400 | -100.0% | -0.04% | – |
| ABNB | Exit | AIRBNB INC | $0 | – | -1,699 | -100.0% | -0.04% | – |
| LH | Exit | LABORATORY CORP AMER HLDGS | $0 | – | -1,004 | -100.0% | -0.04% | – |
| CRM | Exit | SALESFORCE INC | $0 | – | -1,140 | -100.0% | -0.04% | – |
| WMT | Exit | WALMART INC | $0 | – | -1,614 | -100.0% | -0.05% | – |
| AXP | Exit | AMERICAN EXPRESS CO | $0 | – | -1,781 | -100.0% | -0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-24
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 24 | Q3 2023 | 25.2% |
| LILLY ELI & CO | 24 | Q3 2023 | 5.2% |
| ISHARES TR | 24 | Q3 2023 | 5.2% |
| ISHARES TR | 24 | Q3 2023 | 4.0% |
| APPLE INC | 24 | Q3 2023 | 4.7% |
| ISHARES TR | 24 | Q3 2023 | 5.2% |
| ISHARES TR | 24 | Q3 2023 | 4.2% |
| MICROSOFT CORP | 24 | Q3 2023 | 1.9% |
| VANGUARD MUN BD FDS | 24 | Q3 2023 | 5.7% |
| ISHARES TR | 24 | Q3 2023 | 2.7% |
View Windsor Wealth Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-07-12 |
| 13F-HR | 2023-04-19 |
| 13F-HR | 2023-02-02 |
| 13F-HR | 2022-11-07 |
| 13F-HR | 2022-08-08 |
| 13F-HR | 2022-05-04 |
| 13F-HR | 2022-01-21 |
| 13F-HR | 2021-10-12 |
| 13F-HR | 2021-07-26 |
View Windsor Wealth Management, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.