Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2016 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 4 | Q3 2023 | 14.1% |
PAYCHEX INC | 4 | Q3 2023 | 10.3% |
ENTERPRISE PRODS PARTNERS L | 4 | Q3 2023 | 6.7% |
BERKSHIRE HATHAWAY INC DEL | 4 | Q3 2023 | 6.2% |
DISNEY WALT CO | 4 | Q3 2023 | 6.0% |
SELECT SECTOR SPDR TR | 4 | Q3 2023 | 5.3% |
VANGUARD INTL EQUITY INDEX F | 4 | Q3 2023 | 4.1% |
MICROSOFT CORP | 4 | Q3 2023 | 4.0% |
ALPHABET INC | 4 | Q3 2023 | 3.2% |
NVIDIA CORPORATION | 4 | Q3 2023 | 5.8% |
View Windsor Advisory Group, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
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.