| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2018 | ||||||||
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.