$484 Thousand is the total value of Windsor Wealth Management, Inc.'s 161 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 16.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IUSV | Buy | ISHARES TRcore s&p us vlu | $44,026 | -99.8% | 605,751 | +42.1% | 9.10% | +34.0% |
| IWS | Sell | ISHARES TRrus mdcp val etf | $35,625 | -99.9% | 328,858 | -6.1% | 7.36% | -14.1% |
| IUSG | Buy | ISHARES TRcore s&p us gwt | $29,746 | -99.9% | 364,536 | +48.2% | 6.15% | +23.6% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $28,580 | -99.9% | 368,159 | +12.3% | 5.91% | +7.0% |
| LLY | Sell | LILLY ELI & CO | $22,396 | -99.9% | 61,707 | -0.5% | 4.63% | -8.3% |
| VTEB | Sell | VANGUARD MUN BD FDStax exempt bd | $20,326 | -99.9% | 406,104 | -13.9% | 4.20% | -26.5% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $13,052 | -99.9% | 134,502 | -0.9% | 2.70% | -10.8% |
| AVUV | Buy | AMERICAN CENTY ETF TRus sml cp valu | $11,301 | -99.8% | 147,747 | +44.3% | 2.34% | +31.6% |
| ICSH | Sell | ISHARES TRblackrock ultra | $11,101 | -99.9% | 221,550 | -46.7% | 2.29% | -55.6% |
| VONG | New | VANGUARD SCOTTSDALE FDSvng rus1000grw | $10,753 | – | 194,523 | +100.0% | 2.22% | – |
| MUB | Sell | ISHARES TRnational mun etf | $10,464 | -99.9% | 98,140 | -16.3% | 2.16% | -28.5% |
| SUB | Sell | ISHARES TRshrt nat mun etf | $10,455 | -99.9% | 99,960 | -3.9% | 2.16% | -19.0% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $9,798 | -99.9% | 84,367 | +12.9% | 2.02% | +2.7% |
| IWN | Buy | ISHARES TRrus 2000 val etf | $9,233 | -99.7% | 65,060 | +151.6% | 1.91% | +124.7% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $8,614 | -99.9% | 113,642 | +6.0% | 1.78% | -10.7% |
| IXUS | Sell | ISHARES TRcore msci total | $8,414 | -99.9% | 139,700 | -6.1% | 1.74% | -9.3% |
| ISTB | Sell | ISHARES TRcore 1 5 yr usd | $7,551 | -99.9% | 161,208 | -1.5% | 1.56% | -16.8% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $7,462 | -99.9% | 45,763 | -0.7% | 1.54% | -9.2% |
| CLMT | Sell | CALUMET SPECIALTY PRODS PARTut ltd partner | $7,033 | -99.9% | 419,653 | -0.3% | 1.45% | -4.4% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $6,755 | -99.9% | 17,328 | +0.5% | 1.40% | -10.7% |
| DGRO | Buy | ISHARES TRcore div grwth | $6,583 | -99.9% | 129,263 | +25.0% | 1.36% | +17.1% |
| NEAR | Sell | ISHARES U S ETF TRblackrock st mat | $6,327 | -99.9% | 128,215 | -15.8% | 1.31% | -29.8% |
| FBND | Buy | FIDELITY MERRIMACK STR TRtotal bd etf | $6,248 | -99.7% | 136,113 | +172.2% | 1.29% | +133.5% |
| JCPB | Buy | J P MORGAN EXCHANGE TRADED Fcore plus bd etf | $5,207 | -99.9% | 111,303 | +32.4% | 1.08% | +12.6% |
| SLYV | Buy | SPDR SER TRs&p 600 smcp val | $4,885 | -99.9% | 63,642 | +32.3% | 1.01% | +22.1% |
| VIGI | Buy | VANGUARD WHITEHALL FDSintl dvd etf | $4,717 | -99.7% | 65,904 | +122.1% | 0.98% | +111.0% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $4,222 | -99.9% | 17,024 | -0.9% | 0.87% | -9.6% |
| AAPL | Sell | APPLE INC | $4,038 | -99.9% | 31,156 | -2.8% | 0.83% | -25.5% |
| VXUS | Sell | VANGUARD STAR FDSvg tl intl stk f | $3,896 | -99.9% | 72,512 | -1.3% | 0.80% | -5.4% |
| IUSB | Sell | ISHARES TRcore total usd | $3,796 | -99.9% | 82,729 | -6.9% | 0.78% | -20.0% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $3,751 | -99.8% | 44,443 | +52.1% | 0.78% | +32.0% |
| SRLN | Buy | SSGA ACTIVE ETF TRblackstone senr | $3,714 | -99.8% | 89,237 | +77.4% | 0.77% | +48.8% |
| SLYG | Buy | SPDR SER TRs&p 600 smcp grw | $3,506 | -99.7% | 47,664 | +175.1% | 0.72% | +140.9% |
| JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $3,415 | -99.8% | 61,891 | +56.4% | 0.71% | +39.5% |
| MDYV | Sell | SPDR SER TRs&p 400 mdcp val | $3,386 | -99.9% | 50,523 | -2.5% | 0.70% | -8.4% |
| SHYG | Buy | ISHARES TR0-5yr hi yl cp | $3,384 | -99.8% | 81,319 | +67.3% | 0.70% | +43.5% |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $3,268 | -99.8% | 31,333 | +112.7% | 0.68% | +99.7% |
| CLH | CLEAN HARBORS INC | $3,167 | -99.9% | 27,525 | 0.0% | 0.65% | -17.7% | |
| USMV | Sell | ISHARES TRmsci usa min vol | $3,013 | -99.9% | 41,009 | -19.1% | 0.62% | -25.7% |
| PFF | Buy | ISHARES TRpfd and incm sec | $2,931 | -99.9% | 91,818 | +31.2% | 0.61% | +11.0% |
| WCN | WASTE CONNECTIONS INC | $2,892 | -99.9% | 21,775 | 0.0% | 0.60% | -15.2% | |
| GSIE | Buy | GOLDMAN SACHS ETF TRactivebeta int | $2,861 | -99.8% | 96,108 | +103.4% | 0.59% | +99.7% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $2,828 | -99.9% | 32,872 | +0.2% | 0.58% | -11.5% |
| MSFT | Sell | MICROSOFT CORP | $2,669 | -99.9% | 11,864 | -5.3% | 0.55% | -24.5% |
| ABBV | Sell | ABBVIE INC | $2,614 | -99.9% | 15,694 | -0.0% | 0.54% | -0.6% |
| SHM | Buy | SPDR SER TRnuveen blmbrg sh | $2,118 | -99.9% | 44,792 | +8.5% | 0.44% | -7.8% |
| LRGF | Sell | ISHARES TRu s equity factr | $1,991 | -99.9% | 50,445 | -5.7% | 0.41% | -16.5% |
| HCCI | HERITAGE CRYSTAL CLEAN INC | $1,987 | -99.9% | 59,866 | 0.0% | 0.41% | -5.9% | |
| AMZN | Buy | AMAZON COM INC | $1,969 | -99.9% | 22,873 | +11.2% | 0.41% | -30.7% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $1,863 | -99.9% | 8,965 | +31.3% | 0.38% | +17.7% |
| ABT | Buy | ABBOTT LABS | $1,824 | -99.9% | 16,242 | +0.2% | 0.38% | -8.3% |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $1,820 | -99.9% | 5,710 | 0.0% | 0.38% | -1.8% | |
| UWM | Buy | PROSHARES TR | $1,812 | -99.8% | 56,180 | +52.9% | 0.37% | +36.5% |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $1,808 | -99.5% | 26,077 | +338.5% | 0.37% | +289.6% |
| IWO | Sell | ISHARES TRrus 2000 grw etf | $1,640 | -99.9% | 7,537 | -17.2% | 0.34% | -29.2% |
| MDYG | Buy | SPDR SER TRs&p 400 mdcp grw | $1,636 | -99.9% | 24,678 | +1.8% | 0.34% | -10.3% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $1,612 | -99.8% | 8,602 | +43.9% | 0.33% | +27.1% |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $1,600 | -99.9% | 11,471 | +19.1% | 0.33% | +11.4% |
| VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $1,384 | -99.9% | 7,655 | +23.3% | 0.29% | +5.5% |
| JPM | Buy | JPMORGAN CHASE & CO | $1,348 | -99.9% | 9,775 | +1.6% | 0.28% | +9.8% |
| PEP | Sell | PEPSICO INC | $1,191 | -99.9% | 6,575 | -0.2% | 0.25% | -7.2% |
| PEN | PENUMBRA INC | $1,118 | -99.9% | 4,850 | 0.0% | 0.23% | +5.5% | |
| XOM | Sell | EXXON MOBIL CORP | $1,110 | -99.9% | 10,041 | -0.8% | 0.23% | -10.2% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $1,085 | -99.9% | 12,395 | +16.6% | 0.22% | +3.2% |
| CAT | Buy | CATERPILLAR INC | $1,072 | -99.9% | 4,306 | +0.1% | 0.22% | +16.8% |
| VLUE | Buy | ISHARES TRmsci usa value | $1,010 | -99.9% | 10,689 | +1.0% | 0.21% | -5.9% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $939 | -99.9% | 20,661 | +0.5% | 0.19% | -11.4% |
| JNJ | Sell | JOHNSON & JOHNSON | $900 | -99.9% | 4,993 | -6.7% | 0.19% | -12.7% |
| EFA | Sell | ISHARES TRmsci eafe etf | $884 | -99.9% | 12,975 | -25.3% | 0.18% | -25.6% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $886 | -99.9% | 5,734 | +4.3% | 0.18% | -2.7% |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $881 | -99.8% | 17,384 | +137.9% | 0.18% | +97.8% |
| GBIL | Sell | GOLDMAN SACHS ETF TRacces treasury | $880 | -99.9% | 8,820 | -36.1% | 0.18% | -46.9% |
| MEAR | New | ISHARES U S ETF TRblackrock short | $860 | – | 17,257 | +100.0% | 0.18% | – |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $835 | -99.7% | 5,821 | +137.8% | 0.17% | +124.7% |
| PRF | Sell | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $816 | -99.9% | 5,135 | -26.5% | 0.17% | -31.9% |
| QCOM | Sell | QUALCOMM INC | $805 | -99.9% | 6,977 | -2.8% | 0.17% | -23.1% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $789 | -99.9% | 2,033 | -20.7% | 0.16% | -29.7% |
| AGG | Sell | ISHARES TRcore us aggbd et | $783 | -99.9% | 7,897 | -11.3% | 0.16% | -23.6% |
| UNP | Sell | UNION PAC CORP | $771 | -99.9% | 3,636 | -0.1% | 0.16% | -10.2% |
| PG | Buy | PROCTER AND GAMBLE CO | $771 | -99.9% | 5,010 | +3.3% | 0.16% | +6.0% |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $713 | -99.9% | 13,671 | -1.8% | 0.15% | -5.8% |
| ANTM | ELEVANCE HEALTH INC | $702 | -99.9% | 1,477 | 0.0% | 0.14% | -15.7% | |
| VOO | Sell | VANGUARD INDEX FDS | $653 | -99.9% | 1,832 | -13.1% | 0.14% | -22.9% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $640 | -99.9% | 7,332 | -3.2% | 0.13% | -29.0% |
| GLD | Buy | SPDR GOLD TR | $610 | -99.9% | 3,514 | +1.0% | 0.13% | -8.0% |
| SCHX | SCHWAB STRATEGIC TRus lrg cap etf | $585 | -99.9% | 12,786 | 0.0% | 0.12% | -11.7% | |
| COST | Sell | COSTCO WHSL CORP NEW | $587 | -99.9% | 1,217 | -0.4% | 0.12% | -14.8% |
| T | Buy | AT&T INC | $575 | -99.9% | 29,442 | +0.4% | 0.12% | +9.2% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $568 | -99.9% | 3,801 | -39.4% | 0.12% | -42.9% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $545 | -99.9% | 13,299 | -10.7% | 0.11% | -18.1% |
| Buy | GENERAL ELECTRIC CO | $536 | -99.9% | 7,450 | +3.5% | 0.11% | -4.3% | |
| IMCG | ISHARES TRmrgstr md cp grw | $539 | -99.9% | 9,876 | 0.0% | 0.11% | -11.9% | |
| ILCG | ISHARES TRmorningstar grwt | $530 | -99.9% | 10,892 | 0.0% | 0.11% | -16.7% | |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $533 | -99.9% | 12,628 | -5.9% | 0.11% | -10.6% |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $525 | -99.9% | 9,481 | -26.9% | 0.11% | -40.7% |
| OIH | Buy | VANECK ETF TRUSToil services etf | $510 | -99.9% | 1,670 | +3.0% | 0.10% | +5.0% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $510 | -99.9% | 1,040 | +0.1% | 0.10% | -19.8% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $482 | -99.9% | 1 | 0.0% | 0.10% | -1.0% | |
| V | Buy | VISA INC | $482 | -99.9% | 2,211 | +1.0% | 0.10% | 0.0% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $482 | -99.9% | 8,227 | -36.0% | 0.10% | -46.5% |
| HD | Sell | HOME DEPOT INC | $479 | -99.9% | 1,508 | -0.3% | 0.10% | -7.5% |
| NKE | Buy | NIKE INCcl b | $454 | -99.9% | 3,646 | +0.5% | 0.09% | +19.0% |
| CMI | Sell | CUMMINS INC | $446 | -99.9% | 1,828 | -0.2% | 0.09% | -7.1% |
| ISCG | ISHARES TRmrgstr sm cp gr | $443 | -99.9% | 12,093 | 0.0% | 0.09% | -13.2% | |
| ISRG | Sell | INTUITIVE SURGICAL INC | $439 | -99.9% | 1,624 | -0.1% | 0.09% | +19.7% |
| CVS | Sell | CVS HEALTH CORP | $436 | -99.9% | 4,765 | -0.2% | 0.09% | -14.3% |
| TSLA | Sell | TESLA INC | $418 | -100.0% | 3,698 | -3.6% | 0.09% | -59.6% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $393 | -99.9% | 3,548 | +0.1% | 0.08% | -5.8% |
| SBUX | Sell | STARBUCKS CORP | $386 | -99.9% | 3,621 | -0.2% | 0.08% | +1.3% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $375 | -99.9% | 1,750 | -29.6% | 0.08% | -42.5% |
| ACN | Buy | ACCENTURE PLC IRELAND | $355 | -99.9% | 1,320 | +1.1% | 0.07% | -13.1% |
| DGRW | New | WISDOMTREE TRus qtly div grt | $353 | – | 5,766 | +100.0% | 0.07% | – |
| ORCL | Sell | ORACLE CORP | $347 | -99.9% | 4,053 | -0.2% | 0.07% | +12.5% |
| JQUA | New | J P MORGAN EXCHANGE TRADED Fus qualty fctr | $350 | – | 8,840 | +100.0% | 0.07% | – |
| MRK | Buy | MERCK & CO INC | $346 | -99.9% | 3,015 | +0.4% | 0.07% | +9.1% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $340 | -99.9% | 2,366 | +0.9% | 0.07% | +1.4% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $341 | -99.9% | 4,671 | -0.6% | 0.07% | -13.6% |
| SPLV | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $337 | -99.9% | 5,193 | 0.0% | 0.07% | -5.4% | |
| SWK | Sell | STANLEY BLACK & DECKER INC | $336 | -99.9% | 4,143 | -0.2% | 0.07% | -13.8% |
| BIV | VANGUARD BD INDEX FDSintermed term | $334 | -99.9% | 4,402 | 0.0% | 0.07% | -13.8% | |
| DIS | Sell | DISNEY WALT CO | $320 | -99.9% | 3,412 | -0.4% | 0.07% | -20.5% |
| VNQ | New | VANGUARD INDEX FDSreal estate etf | $316 | – | 3,748 | +100.0% | 0.06% | – |
| YUM | YUM BRANDS INC | $303 | -99.9% | 2,329 | 0.0% | 0.06% | 0.0% | |
| CVX | Buy | CHEVRON CORP NEW | $299 | -99.9% | 1,693 | +0.4% | 0.06% | -7.5% |
| PFE | Buy | PFIZER INC | $293 | -99.9% | 5,762 | +0.9% | 0.06% | +1.7% |
| KO | Sell | COCA COLA CO | $292 | -99.9% | 4,607 | -0.5% | 0.06% | -4.8% |
| SPAB | Sell | SPDR SER TRportfolio agrgte | $285 | -99.9% | 11,104 | -1.8% | 0.06% | -15.7% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $279 | -99.9% | 3,170 | -0.3% | 0.06% | -26.6% |
| BP | BP PLCsponsored adr | $280 | -99.9% | 8,122 | 0.0% | 0.06% | -7.9% | |
| CSCO | Buy | CISCO SYS INC | $278 | -99.9% | 5,756 | +0.8% | 0.06% | 0.0% |
| GSST | Sell | GOLDMAN SACHS ETF TRaces ultra shr | $270 | -99.9% | 5,437 | -45.4% | 0.06% | -54.5% |
| Sell | WORLD GOLD TRspdr gld minis | $264 | -99.9% | 7,110 | -3.9% | 0.06% | -11.3% | |
| IEMG | Buy | ISHARES INCcore msci emkt | $268 | -99.9% | 5,437 | +0.1% | 0.06% | -6.8% |
| TXN | Sell | TEXAS INSTRS INC | $266 | -99.9% | 1,517 | -0.7% | 0.06% | -9.8% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $250 | -99.9% | 1,410 | +7.6% | 0.05% | -5.5% |
| WMT | Buy | WALMART INC | $249 | -99.9% | 1,694 | +1.1% | 0.05% | -5.6% |
| ACWX | ISHARES TRmsci acwi ex us | $243 | -99.9% | 5,125 | 0.0% | 0.05% | -3.8% | |
| LH | LABORATORY CORP AMER HLDGS | $244 | -99.9% | 1,004 | 0.0% | 0.05% | -2.0% | |
| ALL | Sell | ALLSTATE CORP | $243 | -99.9% | 1,721 | -0.2% | 0.05% | -10.7% |
| MDLZ | New | MONDELEZ INTL INCcl a | $240 | – | 3,530 | +100.0% | 0.05% | – |
| AXP | Buy | AMERICAN EXPRESS CO | $239 | -99.9% | 1,590 | +0.3% | 0.05% | -10.9% |
| SDY | New | SPDR SER TRs&p divid etf | $235 | – | 1,833 | +100.0% | 0.05% | – |
| SPHQ | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $236 | -99.9% | 5,250 | 0.0% | 0.05% | -9.3% | |
| NXP | NUVEEN SELECT TAX-FREE INCOMsh ben int | $230 | -99.9% | 16,188 | 0.0% | 0.05% | -9.4% | |
| SPDW | New | SPDR INDEX SHS FDSportfolio devlpd | $233 | – | 7,578 | +100.0% | 0.05% | – |
| TIP | Sell | ISHARES TRtips bd etf | $226 | -99.9% | 2,095 | -4.2% | 0.05% | -19.0% |
| ILCB | ISHARES TRmorningstr us eq | $226 | -99.9% | 4,245 | 0.0% | 0.05% | -11.3% | |
| NVDA | New | NVIDIA CORPORATION | $225 | – | 1,513 | +100.0% | 0.05% | – |
| PGX | New | INVESCO EXCH TRADED FD TR IIpfd etf | $218 | – | 18,235 | +100.0% | 0.04% | – |
| IMCB | ISHARES TRmrgstr md cp etf | $218 | -99.9% | 3,632 | 0.0% | 0.04% | -10.0% | |
| MS | New | MORGAN STANLEY | $220 | – | 2,512 | +100.0% | 0.04% | – |
| TJX | New | TJX COS INC NEW | $213 | – | 2,575 | +100.0% | 0.04% | – |
| AMT | Sell | AMERICAN TOWER CORP NEW | $212 | -99.9% | 972 | -9.0% | 0.04% | -15.4% |
| JPST | Buy | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $211 | -99.9% | 4,209 | +0.5% | 0.04% | -15.4% |
| JMUB | J P MORGAN EXCHANGE TRADED Fmunicipal etf | $209 | -99.9% | 4,176 | 0.0% | 0.04% | -15.7% | |
| IMCV | New | ISHARES TRmrgstr md cp val | $208 | – | 3,235 | +100.0% | 0.04% | – |
| DTD | New | WISDOMTREE TRus total dividnd | $210 | – | 3,400 | +100.0% | 0.04% | – |
| BLK | New | BLACKROCK INC | $208 | – | 282 | +100.0% | 0.04% | – |
| ILCV | New | ISHARES TRmorningstar valu | $210 | – | 3,243 | +100.0% | 0.04% | – |
| RSP | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $209 | – | 1,439 | +100.0% | 0.04% | – |
| DVY | New | ISHARES TRselect divid etf | $202 | – | 1,627 | +100.0% | 0.04% | – |
| ZY | Exit | ZYMERGEN INC | $0 | – | -22,165 | -100.0% | -0.02% | – |
| SMMV | Exit | ISHARES TRmsci usa smcp mn | $0 | – | -6,477 | -100.0% | -0.05% | – |
| LMT | Exit | LOCKHEED MARTIN CORP | $0 | – | -513 | -100.0% | -0.05% | – |
| ABNB | Exit | AIRBNB INC | $0 | – | -2,234 | -100.0% | -0.06% | – |
| IJS | Exit | ISHARES TRsp smcp600vl etf | $0 | – | -2,844 | -100.0% | -0.06% | – |
| INTC | Exit | INTEL CORP | $0 | – | -10,921 | -100.0% | -0.07% | – |
| IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -6,185 | -100.0% | -0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-02
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.