| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2021 | ||||||||
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 | 2024-01-22 |
| 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.