$407 Million is the total value of Windsor Financial Group, LLC's 151 reported holdings in Q4 2015. The portfolio turnover from Q3 2015 to Q4 2015 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
WSH | WILLIS GROUP HOLDINGS | $4,026,000 | 0.0% | 98,267 | 0.0% | 0.99% | -48.9% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 17 | Q2 2017 | 3.6% |
JOHNSON & JOHNSON | 17 | Q2 2017 | 3.3% |
Microsoft Corporation | 17 | Q2 2017 | 3.5% |
PROCTER & GAMBLE CO | 17 | Q2 2017 | 2.8% |
QUALCOMM INC | 17 | Q2 2017 | 2.9% |
Teva Pharmaceutical SP-ADR | 17 | Q2 2017 | 3.1% |
Loews Corporation | 17 | Q2 2017 | 2.9% |
Novartis AG-ADR | 17 | Q2 2017 | 2.7% |
Lockheed Martin Corporation | 17 | Q2 2017 | 2.8% |
Vanguard Total Stock Market | 17 | Q2 2017 | 3.0% |
View Windsor Financial Group, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2017-08-03 |
13F-HR | 2017-05-09 |
13F-HR | 2017-01-31 |
13F-HR | 2016-10-24 |
13F-HR | 2016-07-14 |
13F-HR | 2016-04-20 |
13F-HR/A | 2016-02-09 |
13F-HR | 2016-01-26 |
13F-HR | 2015-10-19 |
13F-HR | 2015-08-13 |
View Windsor Financial Group, LLC'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.