Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2014 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
PAYCHEX INC | 7 | Q2 2024 | 12.6% |
APPLE INC | 7 | Q2 2024 | 14.1% |
ENTERPRISE PRODS PARTNERS L | 7 | Q2 2024 | 8.5% |
VANGUARD INTL EQUITY INDEX F | 7 | Q2 2024 | 20.7% |
BERKSHIRE HATHAWAY INC DEL | 7 | Q2 2024 | 9.3% |
DISNEY WALT CO | 7 | Q2 2024 | 8.3% |
SELECT SECTOR SPDR TR | 7 | Q2 2024 | 5.5% |
MICROSOFT CORP | 7 | Q2 2024 | 4.0% |
NVIDIA CORPORATION | 7 | Q2 2024 | 5.8% |
KROGER CO | 7 | Q2 2024 | 2.6% |
View Windsor Advisory Group, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-26 |
13F-HR | 2024-08-14 |
13F-HR | 2024-05-09 |
13F-HR | 2024-01-22 |
13F-HR | 2023-10-31 |
13F-HR | 2023-07-26 |
13F-HR | 2023-06-13 |
13F-HR | 2023-06-13 |
View Windsor Advisory 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.