Windsor Wealth Management, Inc. holdings history

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336 is the total number of securities Windsor Wealth Management, Inc. has owned. The longest Windsor Wealth Management, Inc. has owned a single stock is 24 quarters.

Windsor Wealth Management, Inc. historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
IWS ISHARES TR24245.71%11.33%25.18%Q4 2017Q3 202324
LLY LILLY ELI & CO24241.99%3.37%5.23%Q4 2017Q3 202324
IJR ISHARES TR24240.35%2.47%5.22%Q4 2017Q3 202324
IVV ISHARES TR24240.28%2.31%4.02%Q4 2017Q3 202324
AAPL APPLE INC24240.83%2.07%4.74%Q4 2017Q3 202324
SUB ISHARES TR24240.30%2.05%5.16%Q4 2017Q3 202324
IWN ISHARES TR24240.65%2.01%4.16%Q4 2017Q3 202324
MSFT MICROSOFT CORP24240.55%1.45%1.88%Q4 2017Q3 202324
VTEB VANGUARD MUN BD FDS24240.13%1.36%5.72%Q4 2017Q3 202324
IJH ISHARES TR24240.40%1.17%2.65%Q4 2017Q3 202324
MUB ISHARES TR24240.32%1.10%3.19%Q4 2017Q3 202324
VOO Vanguard S&P 500 Etf24240.12%1.07%1.87%Q4 2017Q3 202324
SPY SPDR S&P 500 ETF TR24240.13%1.00%1.71%Q4 2017Q3 202324
CLMT CALUMET SPECIALTY PROD...24240.09%0.97%2.90%Q4 2017Q3 202324
IWP ISHARES TR24240.50%0.96%1.99%Q4 2017Q3 202324
HCCI HERITAGE CRYSTAL CLEAN...24240.35%0.94%2.35%Q4 2017Q3 202324
MDYV SPDR S&P 400 Mid Cap V...24240.57%0.89%1.58%Q4 2017Q3 202324
IJJ ISHARES TR24240.34%0.77%1.93%Q4 2017Q3 202324
VXUS Vanguard Total Interna...24240.22%0.74%1.18%Q4 2017Q3 202324
IVE ISHARES TR24240.09%0.73%2.48%Q4 2017Q3 202324
ITOT ISHARES TR24240.32%0.72%1.34%Q4 2017Q3 202324
BRKB BERKSHIRE HATHAWAY INC...24240.35%0.67%1.21%Q4 2017Q3 202324
IVW ISHARES TR24240.09%0.66%2.02%Q4 2017Q3 202324
JPM JPMORGAN CHASE & CO24240.23%0.61%1.25%Q4 2017Q3 202324
JNJ JOHNSON & JOHNSON24240.13%0.60%1.07%Q4 2017Q3 202324
PEP PEPSICO INC24240.20%0.57%1.20%Q4 2017Q3 202324
EFA ISHARES TR24240.14%0.54%1.34%Q4 2017Q3 202324
ABT ABBOTT LABS24240.23%0.50%0.77%Q4 2017Q3 202324
ABBV ABBVIE INC24240.14%0.49%0.74%Q4 2017Q3 202324
T AT&T INC24240.09%0.45%1.05%Q4 2017Q3 202324
VZ VERIZON COMMUNICATIONS...24240.08%0.45%0.79%Q4 2017Q3 202324
ACN ACCENTURE PLC IRELAND24240.07%0.44%0.74%Q4 2017Q3 202324
UNP UNION PACIFIC CORP24240.13%0.44%0.76%Q4 2017Q3 202324
IJK ISHARES TR24240.09%0.39%1.23%Q4 2017Q3 202324
VEU VANGUARD INTL EQUITY I...24240.13%0.38%1.01%Q4 2017Q3 202324
QCOM QUALCOMM INC24240.14%0.36%0.77%Q4 2017Q3 202324
HD HOME DEPOT INC24240.08%0.36%0.60%Q4 2017Q3 202324
PG Proctor & Gamble24240.13%0.35%0.69%Q4 2017Q3 202324
VOE Vanguard Mid Cap Value24240.19%0.34%0.62%Q4 2017Q3 202324
TXN Texas Instruments Inc.24240.04%0.34%0.57%Q4 2017Q3 202324
SCHG Schwab US Large Cap Gr...24240.11%0.33%0.66%Q4 2017Q3 202324
XOM EXXON MOBIL CORP24240.09%0.33%0.81%Q4 2017Q3 202324
VOT Vanguard Mid-Cap Growt...24240.24%0.33%0.47%Q4 2017Q3 202324
MDYG SPDR S&P 400 Mid Cap G...24240.17%0.33%0.51%Q4 2017Q3 202324
CAT CATERPILLAR INC DEL24240.18%0.32%0.52%Q4 2017Q3 202324
VO Vanguard Mid-Cap ETF24240.18%0.32%0.67%Q4 2017Q3 202324
VIG VANGUARD SPECIALIZED F...24240.15%0.31%0.43%Q4 2017Q3 202324
PFE PFIZER INC24240.04%0.29%0.73%Q4 2017Q3 202324
KO Coca Cola Company24240.05%0.29%0.65%Q4 2017Q3 202324
CSCO Cisco Systems24240.06%0.28%0.76%Q4 2017Q3 202324
MRK MERCK & CO. INC24240.06%0.27%0.64%Q4 2017Q3 202324
V Visa Inc Cl A24240.07%0.27%0.47%Q4 2017Q3 202324
VWO VANGUARD INTL EQUITY I...24240.10%0.26%0.58%Q4 2017Q3 202324
GOOG Alphabet Inc. C24240.06%0.25%0.41%Q4 2017Q3 202324
IEMG iShares MSCI Emerging Mkt24240.04%0.22%0.50%Q4 2017Q3 202324
IBM INTERNATIONAL BUSINESS...24240.05%0.21%0.49%Q4 2017Q3 202324
NXP Nuveen Select Tax Free...24240.04%0.09%0.20%Q4 2017Q3 202324
NEAR ISHARES US ETF TR23230.61%1.35%2.35%Q1 2018Q3 202323
AMZN AMAZON COM INC23230.15%0.62%1.11%Q1 2018Q3 202323
GOOGL ALPHABET INC23230.13%0.35%0.49%Q1 2018Q3 202323
BRKA Berkshire Hathaway In...2120.08%0.30%1.02%Q4 2017Q3 202323
VUG VANGUARD INDEX FDS23230.06%0.21%0.40%Q1 2018Q3 202323
WMT Wal-Mart Stores23230.05%0.19%0.31%Q4 2017Q2 202323
BMY BRISTOL-MYERS SQUIBB CO1760.05%0.17%0.44%Q4 2017Q3 202323
GLD SPDR GOLD TRUST23230.11%0.17%0.43%Q1 2018Q3 202323
GBIL GOLDMAN SACHS ETF TR22220.14%1.80%5.27%Q2 2018Q3 202322
UNH UNITEDHEALTH GROUP INC22220.10%0.35%0.59%Q2 2018Q3 202322
CVX CHEVRON CORP NEW11110.04%0.31%0.75%Q4 2017Q3 202322
ISRG INTUITIVE SURGICAL INC22220.08%0.12%0.19%Q2 2018Q3 202322
IXUS ISHARES TR2010.72%1.96%2.62%Q4 2017Q3 202321
SCHD Schwab US Dividend Equ...1340.09%1.56%5.91%Q4 2017Q3 202321
DGRO ISHARES TR21210.16%1.24%1.73%Q3 2018Q3 202321
PEN Penumbra Inc Com21210.16%0.72%1.46%Q4 2017Q4 202221
SCHX SCHWAB STRATEGIC TR21210.12%0.53%1.55%Q3 2018Q3 202321
IWM ISHARES TR1470.05%0.46%2.14%Q2 2018Q3 202321
DIS DISNEY WALT CO21210.04%0.38%1.07%Q3 2018Q3 202321
IWR ISHARES TR1830.05%0.29%0.70%Q4 2017Q3 202321
PRF INVESCO EXCHANGE TRADE...21210.15%0.28%0.54%Q3 2018Q3 202321
ANTM ELEVANCE HEALTH INC21210.08%0.13%0.19%Q3 2018Q3 202321
USMV ISHARES TR20200.43%0.99%1.83%Q4 2018Q3 202320
INTC INTEL CORP20200.07%0.61%1.42%Q4 2017Q3 202220
IEFA ISHARES TR20200.08%0.57%2.01%Q4 2017Q3 202220
LRGF ISHARES TR20200.31%0.47%0.66%Q4 2018Q3 202320
MCD MCDONALDS CORP1820.04%0.37%0.52%Q4 2017Q3 202320
ADI ANALOG DEVICES INC1820.04%0.27%0.40%Q4 2017Q2 202320
NKE NIKE INC20200.06%0.21%0.36%Q4 2018Q3 202320
SBUX STARBUCKS CORP20200.06%0.21%0.36%Q4 2018Q3 202320
TJX TJX COS INC NEW1640.04%0.20%0.30%Q2 2018Q3 202320
SCHB SCHWAB STRATEGIC TR20200.16%0.20%0.23%Q4 2018Q3 202320
JPST JP MORGAN EXCHANGE TRA...1550.04%0.11%0.24%Q3 2018Q3 202320
YUM YUM BRANDS INC1460.05%0.08%0.14%Q3 2018Q3 202320
BLK BLACKROCK INC1810.04%0.35%0.62%Q4 2017Q4 202219
CVS CVS HEALTH CORP1810.05%0.16%0.27%Q4 2017Q3 202319
ILCG ISHARES TR19190.08%0.13%0.17%Q1 2019Q3 202319
ACWX ISHARES TR19190.04%0.09%0.23%Q1 2019Q3 202319
QUAL ISHARES TR18180.14%1.44%2.36%Q2 2019Q3 202318
IUSB ISHARES TR18180.35%0.84%1.15%Q2 2019Q3 202318
SLYV SPDR SER TR1620.09%0.70%1.54%Q1 2019Q3 202318
BAC BK OF AMERICA CORP18180.17%0.51%1.08%Q4 2017Q1 202218
MDT MEDTRONIC PLC18180.21%0.45%0.68%Q4 2017Q1 202218
DG Dollar General Corp18180.27%0.40%0.59%Q4 2017Q1 202218
CMCSA Comcast Corp New Cl A18180.11%0.36%0.63%Q4 2017Q1 202218
MA MASTERCARD INCORPORATED18180.20%0.34%0.51%Q4 2017Q1 202218
DGRW WISDOMTREE TR1440.07%0.32%0.63%Q4 2018Q3 202318
HON HONEYWELL INTL INC18180.21%0.32%0.48%Q4 2017Q1 202218
GS GOLDMAN SACHS GROUP INC18180.14%0.27%0.37%Q4 2017Q1 202218
BDX BECTON DICKINSON & CO18180.08%0.22%0.35%Q4 2017Q1 202218
AGG ISHARES TR1710.07%0.22%0.36%Q4 2017Q3 202318
LOW LOWES COS INC18180.14%0.20%0.30%Q4 2017Q1 202218
COST COSTCO WHSL CORP NEW18180.12%0.20%0.29%Q2 2019Q3 202318
ITW Illinois Tool Works Inc.18180.11%0.19%0.35%Q4 2017Q1 202218
UPS UNITED PARCEL SERVICE INC18180.07%0.17%0.29%Q4 2017Q1 202218
TRV Travelers Corp18180.08%0.14%0.36%Q4 2017Q1 202218
SPLV INVESCO EXCH TRADED FD...18180.05%0.14%0.38%Q2 2019Q3 202318
IJS ISHARES TR18180.06%0.12%0.20%Q2 2018Q3 202218
ORCL ORACLE CORP18180.06%0.11%0.31%Q2 2019Q3 202318
AXP AMERICAN EXPRESS CO1170.05%0.11%0.24%Q3 2018Q2 202318
MDLZ MONDELEZ INTL INC1440.04%0.08%0.16%Q1 2019Q3 202318
ISTB ISHARES TR17171.24%2.28%3.76%Q3 2019Q3 202317
BSV VANGUARD BD INDEX FDS17170.16%2.28%4.16%Q3 2019Q3 202317
GE GENERAL ELECTRIC CO1610.08%0.21%0.52%Q4 2017Q1 202217
LMT LOCKHEED MARTIN CORP1340.05%0.19%0.37%Q4 2017Q3 202217
AMT AMERICAN TOWER CORP NEW17170.04%0.16%0.25%Q1 2019Q1 202317
SPAB SPDR SER TR17170.04%0.08%0.13%Q3 2019Q3 202317
IUSV ISHARES TR16160.14%5.43%9.10%Q4 2019Q3 202316
IUSG ISHARES TR16160.10%4.32%7.05%Q4 2019Q3 202316
VBR Vanguard Small-Cap Val...910.06%0.62%1.70%Q4 2017Q3 202316
RSP INVESCO EXCHANGE TRADE...1240.04%0.33%1.01%Q2 2019Q3 202316
SHM SPDR SER TR16160.12%0.24%0.48%Q4 2019Q3 202316
FB Facebook Inc Class A1330.07%0.24%1.37%Q4 2017Q1 202216
XLK SELECT SECTOR SPDR TR16160.08%0.21%0.34%Q1 2018Q4 202116
CL COLGATE PALMOLIVE CO1330.07%0.14%0.36%Q4 2017Q1 202216
SDY SPDR S&P Dividend ETF710.04%0.13%0.30%Q4 2017Q3 202316
CMI CUMMINS INC1510.08%0.13%0.21%Q2 2019Q3 202316
CLH CLEAN HARBORS INC15150.65%1.04%1.42%Q1 2020Q3 202315
SLYG SPDR SER TR15150.14%0.32%0.72%Q1 2020Q3 202315
SPLG SPDR SER TR1230.10%0.29%0.62%Q2 2019Q3 202315
SCHA SCHWAB STRATEGIC TR15150.10%0.26%0.62%Q3 2018Q1 202215
VLUE ISHARES TR15150.12%0.23%0.29%Q1 2020Q3 202315
BK Bank of New York910.04%0.12%0.24%Q4 2017Q1 202215
BP BP PLC1140.04%0.08%0.21%Q2 2019Q3 202315
SPHQ INVESCO EXCHANGE TRADE...1230.05%0.07%0.14%Q3 2019Q3 202315
GLDM WORLD GOLD TR14140.07%0.54%1.53%Q1 2019Q2 202214
XLE SELECT SECTOR SPDR TR1110.12%0.34%0.70%Q4 2017Q3 202314
VB VANGUARD INDEX FDS14140.08%0.24%0.61%Q2 2020Q3 202314
TSLA TESLA INC14140.06%0.18%0.27%Q2 2020Q3 202314
VTV Vanguard Value710.07%0.14%0.29%Q4 2017Q3 202314
IMCG ISHARES TR14140.10%0.13%0.16%Q2 2020Q3 202314
ADP AUTOMATIC DATA PROCESS...1310.09%0.13%0.17%Q3 2018Q1 202214
CWI SPDR INDEX SHS FDS14140.04%0.12%0.26%Q4 2018Q1 202214
TMO THERMO FISHER SCIENTIF...820.05%0.12%0.20%Q2 2018Q1 202214
ISCG ISHARES TR14140.09%0.12%0.16%Q2 2020Q3 202314
LIN LINDE PLC14140.06%0.10%0.19%Q4 2018Q1 202214
DGRE Wisdomtree Tr Emerging...710.04%0.10%0.20%Q4 2017Q1 202214
PFF ISHARES TR13130.11%0.41%0.84%Q3 2020Q3 202313
BA BOEING CO1110.04%0.36%0.55%Q4 2017Q4 202113
WFC WELLS FARGO CO NEW1120.09%0.32%0.76%Q4 2017Q1 202213
NVDA NVIDIA CORPORATION810.05%0.26%0.68%Q3 2019Q3 202313
DHR DANAHER CORPORATION13130.12%0.24%0.36%Q1 2019Q1 202213
PNC PNC FINL SVCS GROUP INC1010.04%0.21%0.40%Q4 2017Q1 202213
SMMV ISHARES TR13130.05%0.09%0.19%Q3 2019Q3 202213
TIP ISHARES TR850.04%0.08%0.16%Q2 2018Q3 202313
BIV VANGUARD BD INDEX FDS13130.05%0.08%0.12%Q3 2020Q3 202313
VYM VANGUARD WHITEHALL FDS13130.06%0.07%0.09%Q3 2020Q3 202313
SPDW SPDR INDEX SHS FDS940.04%0.05%0.07%Q2 2020Q3 202313
ILCB ISHARES TR13130.05%0.05%0.06%Q3 2020Q3 202313
AMGN AMGEN INC12120.06%0.27%0.40%Q2 2018Q1 202112
MMC MARSH & MCLENNAN COS INC720.06%0.12%0.21%Q4 2017Q1 202212
NEE NEXTERA ENERGY INC12120.08%0.11%0.15%Q1 2019Q4 202112
LH LABORATORY CORP AMER H...12120.04%0.05%0.06%Q3 2020Q2 202312
IMCB ISHARES TR12120.04%0.05%0.05%Q4 2020Q3 202312
UTX UNITED TECHNOLOGIES CORP11110.18%0.42%0.54%Q4 2017Q2 202011
OIH VANECK VECTORS ETF TR11110.06%0.26%1.38%Q1 2021Q3 202311
VEA VANGUARD TAX-MANAGED I...430.05%0.18%0.38%Q4 2017Q1 202211
MS MORGAN STANLEY740.04%0.14%0.26%Q4 2020Q3 202311
ADBE ADOBE SYSTEMS INCORPOR...1010.05%0.12%0.17%Q2 2019Q1 202211
SCHO SCHWAB STRATEGIC TR10100.28%0.54%0.84%Q3 2018Q4 202010
FRME FIRST MERCHANTS CORP10100.12%0.22%0.32%Q2 2019Q3 202110
BX BLACKSTONE INC10100.07%0.12%0.23%Q4 2019Q1 202210
CRM SALESFORCE INC820.04%0.08%0.14%Q3 2020Q2 202310
COP CONOCOPHILLIPS990.23%0.49%0.81%Q4 2017Q4 20199
TEL TE CONNECTIVITY LTD810.04%0.29%0.51%Q1 2018Q4 20219
MCHP MICROCHIP TECHNOLOGY INC.990.09%0.17%0.20%Q1 2020Q1 20229
DOW DOW INC540.05%0.13%0.28%Q2 2019Q4 20219
CB CHUBB LIMITED720.08%0.13%0.19%Q4 2018Q1 20229
PYPL PAYPAL HLDGS INC810.04%0.12%0.35%Q2 2019Q1 20229
SCHM SCHWAB STRATEGIC TR990.08%0.09%0.10%Q1 2020Q1 20229
XLY SELECT SECTOR SPDR TR990.06%0.08%0.14%Q1 2020Q1 20229
ICSH ISHARES TR880.10%2.24%5.60%Q4 2021Q3 20238
BX BLACKSTONE GROUP L P880.21%0.26%0.33%Q4 2017Q3 20198
CELG CELGENE CORP880.14%0.25%0.42%Q4 2017Q3 20198
MAR MARRIOTT INTL INC NEW880.13%0.23%0.45%Q2 2020Q1 20228
ICE INTERCONTINENTAL EXCHA...880.12%0.16%0.18%Q2 2020Q1 20228
D Dominion Resources Inc710.09%0.15%0.19%Q4 2017Q4 20198
DLR DIGITAL RLTY TR INC880.10%0.11%0.16%Q2 2020Q1 20228
BABA ALIBABA GROUP HLDG LTD710.08%0.10%0.15%Q2 2019Q2 20218
NOW SERVICENOW INC880.07%0.10%0.14%Q2 2020Q1 20228
SH PROSHARES TR880.06%0.09%0.14%Q2 2020Q1 20228
HRC HILL-ROM HLDGS INC530.05%0.09%0.13%Q2 2019Q3 20218
CBRE CBRE GROUP INC510.05%0.09%0.18%Q1 2018Q1 20228
ILCV ISHARES TR440.04%0.04%0.04%Q2 2021Q3 20238
VIGI VANGUARD WHITEHALL FDS770.09%0.81%1.35%Q1 2022Q3 20237
SRLN SSGA ACTIVE ETF TR770.07%0.68%1.12%Q1 2022Q3 20237
JEPI J P MORGAN EXCHANGE-TR...770.08%0.60%0.91%Q1 2022Q3 20237
DWDP DOWDUPONT INC770.23%0.42%0.57%Q4 2017Q2 20197
GOVT ISHARES TR770.12%0.34%0.84%Q1 2020Q3 20217
IWO ISHARES TR610.07%0.26%0.61%Q2 2020Q3 20237
XLI SELECT SECTOR SPDR TR770.18%0.25%0.30%Q3 2020Q1 20227
VTI VANGUARD INDEX FDS520.05%0.21%0.38%Q1 2019Q1 20227
PPG PPG INDS INC770.15%0.19%0.23%Q3 2020Q1 20227
XLRE SELECT SECTOR SPDR TR430.08%0.14%0.19%Q4 2017Q2 20207
GENERAL ELECTRIC CO610.11%0.13%0.16%Q4 2021Q3 20237
LUV SOUTHWEST AIRLS CO410.04%0.10%0.19%Q1 2019Q1 20227
RSG REPUBLIC SVCS INC770.08%0.10%0.12%Q3 2020Q1 20227
ABNB AIRBNB INC510.04%0.07%0.13%Q1 2021Q2 20237
FDX FEDEX CORP510.05%0.07%0.16%Q3 2018Q1 20227
DTD WISDOMTREE TR430.04%0.05%0.08%Q2 2021Q2 20237
AVUV AMERICAN CENTY ETF TR661.20%2.80%3.97%Q2 2022Q3 20236
JCPB J P MORGAN EXCHANGE TR...660.71%1.66%2.86%Q2 2022Q3 20236
FBND FIDELITY MERRIMACK STR TR660.42%1.57%2.66%Q2 2022Q3 20236
GVI ISHARES TR660.58%0.96%1.30%Q3 2019Q4 20206
GSIE GOLDMAN SACHS ETF TR660.10%0.72%1.28%Q2 2022Q3 20236
HBNC HORIZON BANCORP INC660.36%0.71%1.16%Q2 2018Q3 20196
SHYG ISHARES TR660.06%0.69%1.04%Q2 2022Q3 20236
IEI ISHARES TR660.11%0.29%0.71%Q3 2020Q4 20216
UWM PROSHARES TR660.14%0.25%0.37%Q2 2022Q3 20236
MMM 3M CO660.08%0.21%0.28%Q1 2019Q2 20206
SPYG SPDR SER TR660.09%0.16%0.19%Q2 2022Q3 20236
USFR WISDOMTREE TR510.07%0.15%0.33%Q4 2019Q1 20226
SCHF SCHWAB STRATEGIC TR660.06%0.14%0.16%Q1 2019Q2 20206
QQQ INVESCO QQQ TR420.04%0.06%0.08%Q2 2020Q1 20226
TGT TARGET CORP660.05%0.05%0.05%Q4 2020Q1 20226
IMCV ISHARES TR410.04%0.04%0.04%Q2 2021Q2 20236
MEAR ISHARES U S ETF TR410.16%0.40%0.60%Q2 2022Q3 20235
OXY Occidental Petroleum410.11%0.18%0.22%Q4 2017Q1 20195
XLB SELECT SECTOR SPDR TR550.12%0.14%0.18%Q1 2021Q1 20225
CFG CITIZENS FINL GROUP INC550.07%0.12%0.17%Q1 2021Q1 20225
XLF SELECT SECTOR SPDR TR320.04%0.12%0.22%Q1 2018Q1 20225
VT VANGUARD INTL EQUITY I...310.07%0.11%0.17%Q1 2018Q2 20205
DB DEUTSCHE BANK A G550.04%0.10%0.15%Q1 2021Q1 20225
GSST GOLDMAN SACHS ETF TR410.04%0.08%0.12%Q1 2022Q3 20235
SWK STANLEY BLACK & DECKER...550.06%0.07%0.08%Q3 2022Q3 20235
XLV SELECT SECTOR SPDR TR410.05%0.06%0.07%Q4 2020Q1 20225
WORLD GOLD TR550.05%0.05%0.06%Q3 2022Q3 20235
VXF VANGUARD INDEX FDS550.04%0.05%0.05%Q4 2020Q4 20215
VONG VANGUARD SCOTTSDALE FDS441.34%2.06%2.35%Q4 2022Q3 20234
SKY SKYLINE CHAMPION CORPO...440.05%0.20%0.35%Q2 2021Q1 20224
SLV ISHARES SILVER TRUST440.14%0.18%0.21%Q4 2017Q3 20184
MTUM ISHARES TR440.12%0.18%0.22%Q2 2019Q1 20204
SSO PROSHARES TR440.10%0.13%0.18%Q2 2019Q1 20204
NSC NORFOLK SOUTHN CORP210.05%0.08%0.14%Q3 2018Q2 20214
VNQ VANGUARD INDEX FDS440.06%0.08%0.09%Q4 2022Q3 20234
DVY ISHARES TR210.04%0.08%0.20%Q3 2018Q4 20224
JQUA J P MORGAN EXCHANGE TR...440.07%0.07%0.07%Q4 2022Q3 20234
BAX BAXTER INTL INC440.05%0.06%0.06%Q2 2021Q1 20224
ALL ALLSTATE CORP440.05%0.05%0.06%Q1 2022Q4 20224
FNDE SCHWAB STRATEGIC TR440.04%0.05%0.06%Q2 2021Q1 20224
NUV NUVEEN MUN VALUE FD INC440.04%0.05%0.06%Q1 2020Q4 20204
AON AON PLC440.04%0.05%0.06%Q2 2021Q1 20224
CCI CROWN CASTLE INTL CORP...440.04%0.05%0.05%Q2 2021Q1 20224
JMUB J P MORGAN EXCHANGE TR...440.04%0.05%0.05%Q2 2022Q1 20234
IGSB ISHARES TR440.04%0.05%0.05%Q2 2021Q1 20224
PGX INVESCO EXCH TRADED FD...440.04%0.04%0.04%Q4 2022Q3 20234
ZY ZYMERGEN INC440.01%0.02%0.03%Q4 2021Q3 20224
COWZ PACER FDS TR331.16%3.18%4.61%Q1 2023Q3 20233
PRF POWERSHARES ETF TRUST330.62%0.65%0.68%Q4 2017Q2 20183
WCN WASTE CONNECTIONS INC330.58%0.63%0.70%Q3 2022Q1 20233
TDVG T ROWE PRICE ETF INC330.20%0.22%0.24%Q3 2021Q1 20223
MBIN MERCHANTS BANCORP IND330.20%0.21%0.22%Q1 2021Q3 20213
SHY ISHARES TR330.08%0.12%0.14%Q2 2019Q4 20193
FTNT FORTINET INC330.09%0.11%0.12%Q1 2021Q3 20213
USTB VICTORY PORTFOLIOS II330.06%0.10%0.16%Q1 2023Q3 20233
SYK STRYKER CORPORATION330.10%0.10%0.11%Q3 2021Q1 20223
MMTM SPDR SER TR330.08%0.09%0.10%Q3 2019Q1 20203
SDC SMILEDIRECTCLUB INC330.06%0.08%0.09%Q1 2020Q3 20203
CTVA CORTEVA INC210.04%0.08%0.09%Q3 2019Q3 20213
DXCM DEXCOM INC330.06%0.06%0.07%Q2 2021Q4 20213
DOL WISDOMTREE TR330.04%0.05%0.05%Q3 2021Q1 20223
ICLR ICON PLC330.04%0.04%0.05%Q3 2021Q1 20223
EQIX EQUINIX INC330.04%0.04%0.04%Q3 2021Q1 20223
BLL BALL CORP330.04%0.04%0.04%Q3 2021Q1 20223
IAUCF I-80 GOLD CORP330.01%0.01%0.01%Q1 2023Q3 20233
FLOT ISHARES TR221.30%1.54%1.78%Q4 2021Q1 20222
SLB SCHLUMBERGER LTD220.30%0.30%0.31%Q4 2017Q1 20182
PM PHILIP MORRIS INTL INC220.21%0.25%0.29%Q4 2017Q1 20182
DUK DUKE ENERGY CORP NEW220.19%0.19%0.19%Q4 2017Q1 20182
MO ALTRIA GROUP INC220.17%0.17%0.18%Q4 2017Q1 20182
PX PRAXAIR INC220.16%0.16%0.17%Q2 2018Q3 20182
DD DUPONT DE NEMOURS INC220.12%0.13%0.15%Q3 2019Q4 20192
SPMD SPDR SERIES TRUST220.11%0.12%0.13%Q3 2019Q4 20192
F FORD MTR CO DEL220.04%0.11%0.19%Q4 2021Q1 20222
GIS GENERAL MLS INC220.10%0.11%0.12%Q2 2019Q3 20192
IMMU IMMUNOMEDICS INC110.08%0.10%0.13%Q2 2019Q3 20202
C CITIGROUP INC220.09%0.09%0.09%Q3 2019Q4 20192
FNDX SCHWAB STRATEGIC TR110.08%0.08%0.09%Q2 2019Q4 20192
NOC NORTHROP GRUMMAN CORP220.05%0.06%0.08%Q4 2021Q1 20222
PHO INVESCO EXCHANGE TRADE...220.05%0.05%0.05%Q2 2021Q3 20212
AVTR AVANTOR INC220.04%0.05%0.05%Q3 2021Q4 20212
VGSH VANGUARD SCOTTSDALE FDS220.05%0.05%0.05%Q2 2021Q3 20212
MASI MASIMO CORP220.04%0.05%0.05%Q3 2021Q4 20212
FIW FIRST TR EXCHANGE TRAD...220.05%0.05%0.05%Q2 2021Q3 20212
DLB DOLBY LABORATORIES INC220.04%0.04%0.04%Q2 2021Q3 20212
EEM ISHARES TR220.04%0.04%0.04%Q4 2021Q1 20222
ROP ROPER TECHNOLOGIES INC220.04%0.04%0.04%Q4 2021Q1 20222
SJNK SPDR SER TR220.04%0.04%0.04%Q2 2023Q3 20232
ESGV VANGUARD WORLD FD220.04%0.04%0.04%Q2 2023Q3 20232
VGK VANGUARD INTL EQUITY I...110.57%0.57%0.57%Q1 2022Q1 20221
TEL TE Connectivity Ltd110.44%0.44%0.44%Q4 2017Q4 20171
GLD SPDR Gold Shares110.43%0.43%0.43%Q4 2017Q4 20171
GOOGL Alphabet Inc Cl A110.42%0.42%0.42%Q4 2017Q4 20171
CR CRANE CO110.36%0.36%0.36%Q3 2018Q3 20181
NXPI Nxp Semiconductors Nv110.29%0.29%0.29%Q4 2017Q4 20171
GD GENERAL DYNAMICS CORP110.26%0.26%0.26%Q1 2018Q1 20181
MET Metlife Inc110.21%0.21%0.21%Q4 2017Q4 20171
VIAC VIACOMCBS INC110.15%0.15%0.15%Q2 2021Q2 20211
ALGN ALIGN TECHNOLOGY INC110.14%0.14%0.14%Q3 2018Q3 20181
ECL ECOLAB INC110.10%0.10%0.10%Q2 2019Q2 20191
FITB FIFTH THIRD BANCORP110.10%0.10%0.10%Q2 2019Q2 20191
TLT ISHARES TR110.08%0.08%0.08%Q4 2019Q4 20191
IWV ISHARES TR110.08%0.08%0.08%Q4 2019Q4 20191
MBB ISHARES TR110.06%0.06%0.06%Q3 2020Q3 20201
PRU PRUDENTIAL FINL INC110.06%0.06%0.06%Q1 2022Q1 20221
IAU ISHARES GOLD TRUST110.06%0.06%0.06%Q1 2020Q1 20201
PAYC PAYCOM SOFTWARE INC110.06%0.06%0.06%Q4 2020Q4 20201
RTX RAYTHEON TECHNOLOGIES ...110.05%0.05%0.05%Q1 2021Q1 20211
ACWI ISHARES TR110.05%0.05%0.05%Q4 2020Q4 20201
IEF ISHARES TR110.05%0.05%0.05%Q4 2021Q4 20211
FCX FREEPORT-MCMORAN INC110.04%0.04%0.04%Q2 2020Q2 20201
ROK ROCKWELL AUTOMATION INC110.04%0.04%0.04%Q4 2021Q4 20211
TSM TAIWAN SEMICONDUCTOR M...110.04%0.04%0.04%Q4 2021Q4 20211
EZU ISHARES INC110.04%0.04%0.04%Q1 2022Q1 20221
EL LAUDER ESTEE COS INC110.04%0.04%0.04%Q4 2021Q4 20211
OEF ISHARES TR110.04%0.04%0.04%Q4 2021Q4 20211
IYF ISHARES TR110.04%0.04%0.04%Q4 2021Q4 20211
GE HEALTHCARE TECHNOLO...110.04%0.04%0.04%Q2 2023Q2 20231
RMHB Rocky Mountain High110.00%0.00%0.00%Q4 2017Q4 20171
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The securities at the top of the list , including ISHARES TR, LILLY ELI & CO, and ISHARES TR, are the highest-conviction holdings of Windsor Wealth Management, Inc..

The conviction is calculated by counting the number of quarters a security has been reported by Windsor Wealth Management, Inc.. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Windsor Wealth Management, Inc. owns currently or has owned in the past.