Windsor Advisory Group, LLC 13F Holdings
CIK 0001739953
As of Sep 30, 2025, Windsor Advisory Group, LLC reported 81 positions worth
CIK 0001739953
As of Sep 30, 2025, Windsor Advisory Group, LLC reported 81 positions worth
13.0M in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| PAYCHEX INC | PAYX | Industrials | 206,264 | $26.1M | 23.14% |
| WORTHINGTON ENTERPRISES INC | WOR | Industrials | 294,085 | 6.3M | 14.44% |
| BERKSHIRE HATHAWAY INC | BRK.A | Financial Services | 9 | $6.8M | 6.01% |
| ISHARES CORE S&P 500 ETF | IVV | — | 9,751 | $6.5M | 5.78% |
| APPLE INC | AAPL | Technology | 16,818 | $4.3M | 3.79% |
| WORTHINGTON STEEL INC | WS | Basic Materials | 133,534 | $4.1M | 3.59% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 6,840 | $3.4M | 3.04% |
| VANGUARD TOTAL WORLD STOCK INDEX FUND | VT | — | 23,892 | $3.3M | 2.91% |
| MICROSOFT CORP | MSFT | Technology | 5,240 | $2.7M | 2.40% |
| NVIDIA CORP | NVDA | Technology | 12,234 | $2.3M | 2.02% |
| HUNTINGTON BANCSHARES INC | HBAN | Financial Services | 130,151 | $2.2M | 1.99% |
| PACER US CASH COWS 100 ETF | COWZ | — | 31,803 | .8M | 1.62% |
| ENTERPRISE PRODUCTS PARTNERS LP | EPD | Energy | 51,673 | .6M | 1.43% |
| VERIZON COMMUNICATIONS INC | BAC | Communication Services | 33,951 | .5M | 1.32% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 4,615 | .5M | 1.29% |
| ARK INNOVATION ETF | ARKK | — | 16,255 | .4M | 1.24% |
| FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | EMLP | — | 34,869 | .3M | 1.18% |
| INSTALLED BUILDING PRODUCTS INC | IBP | Consumer Cyclical | 4,972 | .2M | 1.09% |
| SPDR S&P 500 ETF TRUST | SPY | — | 1,810 | .2M | 1.07% |
| EXXON MOBIL CORP | XOM | Energy | 10,611 | .2M | 1.06% |
| ALPHABET INC | GOOG | Equity | 4,668 | .1M | 1.01% |
| KROGER CO | KR | Consumer Defensive | 16,007 | .1M | 0.96% |
| JABIL INC | JBL | Technology | 4,560 | $990.3K | 0.88% |
| META PLATFORMS INC | META | Communication Services | 1,305 | $958.4K | 0.85% |
| LINDE PLC | LIN | Basic Materials | 2,000 | $950.0K | 0.84% |