$401 Million is the total value of Windsor Wealth Management, Inc.'s 150 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 7.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWS | Buy | ISHARES TRrus mdcp val etf | $34,396,000 | -1.4% | 350,263 | +2.8% | 8.57% | -3.8% |
| IUSV | Buy | ISHARES TRcore s&p us vlu | $27,264,000 | +0.6% | 426,266 | +5.6% | 6.79% | -1.9% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $22,954,000 | +11.2% | 471,532 | +14.8% | 5.72% | +8.5% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $22,156,000 | +1.0% | 327,798 | +7.4% | 5.52% | -1.5% |
| ICSH | Sell | ISHARES TRblackrock ultra | $20,744,000 | -5.4% | 415,457 | -5.3% | 5.17% | -7.8% |
| LLY | Buy | LILLY ELI & CO | $20,260,000 | -1.0% | 62,023 | +0.0% | 5.05% | -3.5% |
| IUSG | Buy | ISHARES TRcore s&p us gwt | $19,974,000 | +0.5% | 245,979 | +6.2% | 4.98% | -2.1% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $12,144,000 | -4.0% | 135,774 | -0.9% | 3.02% | -6.3% |
| MUB | Buy | ISHARES TRnational mun etf | $12,131,000 | -2.9% | 117,200 | +0.4% | 3.02% | -5.3% |
| SUB | Buy | ISHARES TRshrt nat mun etf | $10,709,000 | +21.9% | 104,054 | +24.2% | 2.67% | +18.9% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $8,003,000 | +3.1% | 107,225 | +6.2% | 1.99% | +0.6% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $7,914,000 | +3.3% | 74,706 | +10.9% | 1.97% | +0.7% |
| IXUS | Sell | ISHARES TRcore msci total | $7,697,000 | -11.1% | 148,795 | -3.9% | 1.92% | -13.3% |
| ISTB | Sell | ISHARES TRcore 1 5 yr usd | $7,530,000 | -14.7% | 163,651 | -12.1% | 1.88% | -16.8% |
| NEAR | Sell | ISHARES U S ETF TRblackrock st mat | $7,479,000 | -7.1% | 152,194 | -7.0% | 1.86% | -9.4% |
| AVUV | Buy | AMERICAN CENTY ETF TRus sml cp valu | $7,121,000 | +51.3% | 102,410 | +46.7% | 1.77% | +47.6% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $6,819,000 | +10.0% | 46,076 | +11.5% | 1.70% | +7.3% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $6,280,000 | -9.8% | 17,238 | -4.6% | 1.56% | -12.0% |
| CLMT | Buy | CALUMET SPECIALTY PRODS PARTut ltd partner | $6,103,000 | +484.6% | 420,878 | +248.2% | 1.52% | +469.3% |
| DGRO | Buy | ISHARES TRcore div grwth | $4,660,000 | +13.3% | 103,445 | +20.6% | 1.16% | +10.5% |
| AAPL | Buy | APPLE INC | $4,491,000 | +3.1% | 32,056 | +5.2% | 1.12% | +0.5% |
| IUSB | Sell | ISHARES TRcore total usd | $3,934,000 | -12.4% | 88,899 | -7.2% | 0.98% | -14.6% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $3,879,000 | -2.4% | 17,187 | -1.6% | 0.97% | -4.8% |
| JCPB | Buy | J P MORGAN EXCHANGE TRADED Fcore plus bd etf | $3,838,000 | +38.3% | 84,092 | +46.2% | 0.96% | +34.8% |
| VXUS | Sell | VANGUARD STAR FDSvg tl intl stk f | $3,417,000 | -12.8% | 73,497 | -5.2% | 0.85% | -15.0% |
| IWN | Sell | ISHARES TRrus 2000 val etf | $3,407,000 | -4.7% | 25,856 | -0.7% | 0.85% | -7.0% |
| USMV | Sell | ISHARES TRmsci usa min vol | $3,364,000 | -19.2% | 50,708 | -13.2% | 0.84% | -21.2% |
| SLYV | Sell | SPDR SER TRs&p 600 smcp val | $3,322,000 | -4.8% | 48,118 | -1.1% | 0.83% | -7.3% |
| CLH | Sell | CLEAN HARBORS INC | $3,191,000 | -31.3% | 27,525 | -48.8% | 0.80% | -33.0% |
| MDYV | Sell | SPDR SER TRs&p 400 mdcp val | $3,067,000 | -3.2% | 51,838 | -1.0% | 0.76% | -5.6% |
| MSFT | Sell | MICROSOFT CORP | $2,936,000 | -12.4% | 12,532 | -0.5% | 0.73% | -14.6% |
| WCN | New | WASTE CONNECTIONS INC | $2,830,000 | – | 21,775 | +100.0% | 0.70% | – |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $2,650,000 | -4.8% | 32,792 | +0.1% | 0.66% | -7.2% |
| IWP | Sell | ISHARES TRrus md cp gr etf | $2,358,000 | -1.2% | 29,220 | -0.5% | 0.59% | -3.8% |
| AMZN | Buy | AMAZON COM INC | $2,357,000 | +0.6% | 20,571 | +0.4% | 0.59% | -2.0% |
| FBND | Buy | FIDELITY MERRIMACK STR TRtotal bd etf | $2,219,000 | +35.8% | 50,001 | +43.2% | 0.55% | +32.6% |
| PFF | Buy | ISHARES TRpfd and incm sec | $2,191,000 | +19.1% | 69,993 | +24.6% | 0.55% | +16.2% |
| ABBV | Sell | ABBVIE INC | $2,178,000 | -9.2% | 15,697 | -0.2% | 0.54% | -11.4% |
| SRLN | Buy | SSGA ACTIVE ETF TRblackstone senr | $2,071,000 | +142.5% | 50,313 | +144.3% | 0.52% | +136.7% |
| JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $2,031,000 | +77.5% | 39,573 | +91.8% | 0.51% | +73.3% |
| LRGF | Sell | ISHARES TRu s equity factr | $1,976,000 | -6.5% | 53,491 | -2.5% | 0.49% | -8.9% |
| SHYG | Buy | ISHARES TR0-5yr hi yl cp | $1,954,000 | +663.3% | 48,617 | +668.3% | 0.49% | +649.2% |
| IWO | Sell | ISHARES TRrus 2000 grw etf | $1,922,000 | -20.1% | 9,105 | -20.7% | 0.48% | -22.0% |
| SHM | Buy | SPDR SER TRnuveen blmbrg sh | $1,908,000 | +34.3% | 41,284 | +37.8% | 0.48% | +30.9% |
| VIGI | Buy | VANGUARD WHITEHALL FDSintl dvd etf | $1,854,000 | +142.0% | 29,672 | +164.6% | 0.46% | +135.7% |
| HCCI | HERITAGE CRYSTAL CLEAN INC | $1,755,000 | +10.5% | 59,866 | 0.0% | 0.44% | +7.6% | |
| ABT | Sell | ABBOTT LABS | $1,650,000 | -6.6% | 16,213 | -0.2% | 0.41% | -8.9% |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $1,536,000 | -2.4% | 5,710 | 0.0% | 0.38% | -4.7% | |
| MDYG | Buy | SPDR SER TRs&p 400 mdcp grw | $1,512,000 | +28.1% | 24,246 | +26.5% | 0.38% | +25.2% |
| GBIL | Sell | GOLDMAN SACHS ETF TRacces treasury | $1,376,000 | -2.7% | 13,795 | -2.6% | 0.34% | -5.0% |
| IJJ | Sell | ISHARES TRs&p mc 400vl etf | $1,357,000 | -26.2% | 14,734 | -24.4% | 0.34% | -28.1% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $1,312,000 | +0.9% | 6,828 | +4.9% | 0.33% | -1.5% |
| SLYG | Buy | SPDR SER TRs&p 600 smcp grw | $1,207,000 | +7.3% | 17,326 | +9.4% | 0.30% | +4.9% |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $1,192,000 | +4.7% | 9,631 | +10.0% | 0.30% | +2.1% |
| GSIE | Buy | GOLDMAN SACHS ETF TRactivebeta int | $1,190,000 | +192.4% | 47,248 | +216.5% | 0.30% | +184.6% |
| UWM | Buy | PROSHARES TR | $1,099,000 | -2.9% | 36,745 | +2.5% | 0.27% | -5.2% |
| VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $1,087,000 | +2.7% | 6,207 | +5.4% | 0.27% | +0.4% |
| PEP | Sell | PEPSICO INC | $1,064,000 | -6.4% | 6,586 | -1.2% | 0.26% | -8.6% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $1,050,000 | +3.0% | 5,976 | +4.4% | 0.26% | +0.8% |
| XOM | Buy | EXXON MOBIL CORP | $1,022,000 | +23.3% | 10,120 | +1.7% | 0.26% | +20.3% |
| JPM | Sell | JPMORGAN CHASE & CO | $1,019,000 | -8.8% | 9,618 | -3.7% | 0.25% | -10.9% |
| PRF | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $994,000 | -4.5% | 6,991 | 0.0% | 0.25% | -6.8% | |
| EFA | Sell | ISHARES TRmsci eafe etf | $988,000 | -7.6% | 17,380 | -0.2% | 0.25% | -9.9% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $930,000 | -6.2% | 2,565 | -0.9% | 0.23% | -8.3% |
| VLUE | Sell | ISHARES TRmsci usa value | $891,000 | -20.8% | 10,581 | -14.9% | 0.22% | -22.6% |
| PEN | PENUMBRA INC | $879,000 | +44.6% | 4,850 | 0.0% | 0.22% | +41.3% | |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $878,000 | -3.2% | 20,556 | +1.9% | 0.22% | -5.6% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $870,000 | +18.9% | 10,633 | -0.5% | 0.22% | +16.0% |
| QCOM | Buy | QUALCOMM INC | $868,000 | -4.5% | 7,179 | +0.3% | 0.22% | -6.9% |
| JNJ | Sell | JOHNSON & JOHNSON | $857,000 | -10.9% | 5,351 | -0.8% | 0.21% | -13.4% |
| TSLA | Buy | TESLA INC | $855,000 | +95.2% | 3,835 | +508.7% | 0.21% | +90.2% |
| AGG | Sell | ISHARES TRcore us aggbd et | $853,000 | -6.2% | 8,905 | -0.2% | 0.21% | -8.6% |
| IVE | ISHARES TRs&p 500 val etf | $824,000 | -4.8% | 6,273 | 0.0% | 0.20% | -7.2% | |
| CAT | Buy | CATERPILLAR INC | $764,000 | +3.2% | 4,300 | +0.1% | 0.19% | +0.5% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $754,000 | -7.4% | 5,500 | -2.1% | 0.19% | -9.6% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $750,000 | -2.3% | 12,856 | +3.9% | 0.19% | -4.6% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $747,000 | -13.9% | 7,572 | +1897.9% | 0.19% | -16.2% |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $731,000 | -0.4% | 12,968 | +6.0% | 0.18% | -3.2% |
| UNP | Sell | UNION PAC CORP | $712,000 | -8.0% | 3,638 | -1.5% | 0.18% | -10.6% |
| VOO | Sell | VANGUARD INDEX FDS | $703,000 | -7.9% | 2,108 | -2.6% | 0.18% | -10.3% |
| ANTM | Sell | ELEVANCE HEALTH INC | $690,000 | -8.5% | 1,477 | -5.1% | 0.17% | -10.9% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $627,000 | -5.7% | 13,915 | +2.4% | 0.16% | -8.2% |
| PG | Sell | PROCTER AND GAMBLE CO | $603,000 | -15.2% | 4,851 | -0.4% | 0.15% | -17.6% |
| COST | Buy | COSTCO WHSL CORP NEW | $572,000 | -3.5% | 1,222 | +1.5% | 0.14% | -6.0% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $553,000 | -8.7% | 14,885 | +0.1% | 0.14% | -11.0% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $550,000 | -4.0% | 12,786 | +1.2% | 0.14% | -6.2% |
| GLD | SPDR GOLD TR | $549,000 | -2.7% | 3,480 | 0.0% | 0.14% | -4.9% | |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $538,000 | -14.7% | 2,487 | -9.3% | 0.13% | -16.8% |
| ILCG | ISHARES TRmorningstar grwt | $531,000 | -5.3% | 10,892 | 0.0% | 0.13% | -7.7% | |
| UNH | Sell | UNITEDHEALTH GROUP INC | $525,000 | -4.7% | 1,039 | -2.9% | 0.13% | -7.1% |
| IMCG | ISHARES TRmrgstr md cp grw | $507,000 | -3.6% | 9,876 | 0.0% | 0.13% | -6.0% | |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $494,000 | -36.1% | 13,413 | -10.6% | 0.12% | -37.6% |
| GSST | Buy | GOLDMAN SACHS ETF TRaces ultra shr | $494,000 | +6.5% | 9,958 | +7.0% | 0.12% | +3.4% |
| Sell | GENERAL ELECTRIC CO | $465,000 | 0.0% | 7,200 | -4.7% | 0.12% | -2.5% | |
| T | Sell | AT&T INC | $438,000 | -42.0% | 29,336 | -18.0% | 0.11% | -43.5% |
| HD | Sell | HOME DEPOT INC | $430,000 | -4.7% | 1,512 | -5.0% | 0.11% | -7.0% |
| ISCG | ISHARES TRmrgstr sm cp gr | $427,000 | -2.3% | 12,093 | 0.0% | 0.11% | -5.4% | |
| CVS | Sell | CVS HEALTH CORP | $421,000 | -10.0% | 4,773 | -4.9% | 0.10% | -12.5% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $406,000 | -1.9% | 1 | 0.0% | 0.10% | -4.7% | |
| OIH | VANECK ETF TRUSToil services etf | $401,000 | +17.6% | 1,621 | 0.0% | 0.10% | +14.9% | |
| V | Sell | VISA INC | $403,000 | -9.2% | 2,190 | -0.7% | 0.10% | -11.5% |
| CMI | CUMMINS INC | $399,000 | +12.1% | 1,832 | 0.0% | 0.10% | +8.8% | |
| IJK | Sell | ISHARES TRs&p mc 400gr etf | $387,000 | -0.8% | 5,947 | -1.8% | 0.10% | -4.0% |
| SPYG | SPDR SER TRprtflo s&p500 gw | $370,000 | -5.9% | 7,307 | 0.0% | 0.09% | -8.0% | |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $344,000 | +11.0% | 3,544 | +16.2% | 0.09% | +8.9% |
| ACN | Sell | ACCENTURE PLC IRELAND | $339,000 | -8.6% | 1,305 | -2.9% | 0.08% | -11.6% |
| DIS | DISNEY WALT CO | $333,000 | +1.2% | 3,427 | 0.0% | 0.08% | -1.2% | |
| IEFA | Sell | ISHARES TRcore msci eafe | $331,000 | -21.9% | 6,185 | -15.8% | 0.08% | -24.1% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $327,000 | -8.1% | 4,697 | +0.5% | 0.08% | -11.0% |
| BIV | VANGUARD BD INDEX FDSintermed term | $322,000 | -6.1% | 4,402 | 0.0% | 0.08% | -9.1% | |
| SWK | New | STANLEY BLACK & DECKER INC | $322,000 | – | 4,153 | +100.0% | 0.08% | – |
| SBUX | Sell | STARBUCKS CORP | $316,000 | +8.6% | 3,628 | -1.7% | 0.08% | +6.8% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $317,000 | -13.4% | 3,180 | +1900.0% | 0.08% | -15.1% |
| NKE | Sell | NIKE INCcl b | $316,000 | -16.6% | 3,627 | -0.3% | 0.08% | -18.6% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $308,000 | -13.0% | 2,448 | -8.8% | 0.08% | -14.4% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $307,000 | -7.5% | 1,625 | +0.6% | 0.08% | -10.6% |
| SPLV | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $297,000 | -8.3% | 5,193 | 0.0% | 0.07% | -10.8% | |
| INTC | Buy | INTEL CORP | $281,000 | -29.6% | 10,921 | +1.2% | 0.07% | -31.4% |
| SPAB | Sell | SPDR SER TRportfolio agrgte | $281,000 | -8.8% | 11,307 | -3.1% | 0.07% | -11.4% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $279,000 | -8.8% | 2,345 | +5.7% | 0.07% | -11.5% |
| CVX | Sell | CHEVRON CORP NEW | $270,000 | +8.9% | 1,686 | -4.2% | 0.07% | +6.3% |
| MRK | Sell | MERCK & CO INC | $263,000 | -15.4% | 3,002 | -10.0% | 0.07% | -16.5% |
| ORCL | Sell | ORACLE CORP | $257,000 | -14.9% | 4,061 | -3.7% | 0.06% | -16.9% |
| YUM | Sell | YUM BRANDS INC | $254,000 | -8.6% | 2,329 | -2.2% | 0.06% | -11.3% |
| KO | Buy | COCA COLA CO | $252,000 | -10.3% | 4,629 | +4.3% | 0.06% | -12.5% |
| BP | Sell | BP PLCsponsored adr | $252,000 | +16.1% | 8,122 | -0.2% | 0.06% | +14.5% |
| New | WORLD GOLD TRspdr gld minis | $249,000 | – | 7,397 | +100.0% | 0.06% | – | |
| TXN | Buy | TEXAS INSTRS INC | $243,000 | +5.7% | 1,527 | +0.3% | 0.06% | +3.4% |
| IJS | Sell | ISHARES TRsp smcp600vl etf | $241,000 | -10.7% | 2,844 | -7.1% | 0.06% | -13.0% |
| PFE | Buy | PFIZER INC | $242,000 | -19.6% | 5,711 | +0.0% | 0.06% | -22.1% |
| ABNB | Sell | AIRBNB INC | $242,000 | +15.8% | 2,234 | -0.5% | 0.06% | +13.2% |
| IEMG | ISHARES INCcore msci emkt | $238,000 | -8.8% | 5,432 | 0.0% | 0.06% | -11.9% | |
| TIP | Buy | ISHARES TRtips bd etf | $231,000 | -4.9% | 2,186 | +2.6% | 0.06% | -6.5% |
| CSCO | Sell | CISCO SYS INC | $230,000 | -9.1% | 5,708 | -3.7% | 0.06% | -12.3% |
| ALL | ALLSTATE CORP | $225,000 | -0.4% | 1,725 | 0.0% | 0.06% | -3.4% | |
| IWM | Buy | ISHARES TRrussell 2000 etf | $221,000 | +8.3% | 1,310 | +10.0% | 0.06% | +5.8% |
| AXP | Sell | AMERICAN EXPRESS CO | $221,000 | -0.9% | 1,586 | -1.9% | 0.06% | -3.5% |
| WMT | Sell | WALMART INC | $215,000 | -38.7% | 1,676 | -40.3% | 0.05% | -40.0% |
| SPHQ | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $215,000 | +2.4% | 5,250 | +5.9% | 0.05% | 0.0% |
| NXP | NUVEEN SELECT TAX-FREE INCOMsh ben int | $213,000 | -7.4% | 16,188 | 0.0% | 0.05% | -10.2% | |
| ILCB | ISHARES TRmorningstr us eq | $213,000 | -4.9% | 4,245 | 0.0% | 0.05% | -7.0% | |
| JPST | New | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $210,000 | – | 4,186 | +100.0% | 0.05% | – |
| AMT | AMERICAN TOWER CORP NEW | $208,000 | -24.6% | 1,068 | 0.0% | 0.05% | -26.8% | |
| ACWX | Sell | ISHARES TRmsci acwi ex us | $208,000 | -8.4% | 5,125 | -0.5% | 0.05% | -10.3% |
| SMMV | ISHARES TRmsci usa smcp mn | $208,000 | -7.1% | 6,477 | 0.0% | 0.05% | -8.8% | |
| LMT | Sell | LOCKHEED MARTIN CORP | $207,000 | -10.4% | 513 | -5.5% | 0.05% | -11.9% |
| JMUB | Buy | J P MORGAN EXCHANGE TRADED Fmunicipal etf | $203,000 | -2.9% | 4,176 | +0.2% | 0.05% | -3.8% |
| LH | LABORATORY CORP AMER HLDGS | $206,000 | -15.9% | 1,004 | 0.0% | 0.05% | -19.0% | |
| IMCB | ISHARES TRmrgstr md cp etf | $200,000 | -3.4% | 3,632 | 0.0% | 0.05% | -5.7% | |
| ZY | ZYMERGEN INC | $62,000 | +87.9% | 22,165 | 0.0% | 0.02% | +87.5% | |
| MS | Exit | MORGAN STANLEY | $0 | – | -2,683 | -100.0% | -0.05% | – |
| SPDW | Exit | SPDR INDEX SHS FDSportfolio devlpd | $0 | – | -7,578 | -100.0% | -0.06% | – |
| MDLZ | Exit | MONDELEZ INTL INCcl a | $0 | – | -3,538 | -100.0% | -0.06% | – |
| CRM | Exit | SALESFORCE INC | $0 | – | -1,307 | -100.0% | -0.06% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -1,578 | -100.0% | -0.06% | – |
| GLDM | Exit | WORLD GOLD TRspdr gld minis | $0 | – | -7,979 | -100.0% | -0.07% | – |
| MEAR | Exit | ISHARES U S ETF TRblackrock short | $0 | – | -12,870 | -100.0% | -0.16% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-07
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.