Notify me when Windsor Wealth Management, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2023 | 157 | $546,056,000 | +$18,952,169 | -$19,833,186 | -$881,017 | IUSV, IUSG, IWS, LLY, COWZ | 13F-HR | 24 Oct 2023, 11:55 |
| Q2 2023 | 165 | $557,062,000 | +$43,573,640 | -$27,611,398 | +$15,962,242 | IUSV, IUSG, IWS, LLY, VTEB | 13F-HR | 12 Jul 2023, 11:51 |
| Q1 2023 | 162 | $515,717,000 | +$45,101,058 | -$20,286,437 | +$24,814,621 | IUSV, IWS, IUSG, SCHD, LLY | 13F-HR | 19 Apr 2023, 10:59 |
| Q4 2022 | 161 | $483,896,000 | +$79,140,259 | -$26,424,152 | +$52,716,107 | IUSV, IWS, IUSG, SCHD, LLY | 13F-HR | 01 Feb 2023, 18:41 |
| Q3 2022 | 150 | $401,458,000 | +$34,809,642 | -$11,737,069 | +$23,072,573 | IWS, IUSV, VTEB, SCHD, ICSH | 13F-HR | 07 Nov 2022, 10:18 |
| Q2 2022 | 153 | $391,414,000 | +$94,776,478 | -$185,559,475 | -$90,782,997 | IWS, IUSV, ICSH, SCHD, VTEB | 13F-HR | 08 Aug 2022, 13:11 |
| Q1 2022 | 231 | $538,967,000 | +$56,771,937 | -$33,180,373 | +$23,591,564 | IWS, IUSV, IJR, IWN, SCHD | 13F-HR | 04 May 2022, 11:33 |
| Q4 2021 | 235 | $545,324,000 | +$66,353,226 | -$33,250,791 | +$33,102,435 | IWS, IUSV, IJR, IUSG, IWN | 13F-HR | 21 Jan 2022, 11:01 |
| Q3 2021 | 224 | $477,889,000 | +$29,073,121 | -$20,140,766 | +$8,932,355 | IWS, IUSV, IJR, IUSG, BSV | 13F-HR | 12 Oct 2021, 13:37 |
| Q2 2021 | 213 | $462,721,000 | +$40,688,290 | -$19,568,666 | +$21,119,624 | IWS, IJR, IUSV, BSV, IUSG | 13F-HR | 26 Jul 2021, 11:59 |
| Q1 2021 | 198 | $419,610,000 | +$39,267,870 | -$35,915,919 | +$3,351,951 | IWS, IJR, IUSV, BSV, IVV | 13F-HR | 12 May 2021, 10:42 |
| Q4 2020 | 190 | $392,490,000 | +$23,352,145 | -$7,340,425 | +$16,011,720 | IWS, SUB, IJR, IUSV, IVV | 13F-HR | 09 Feb 2021, 11:48 |
| Q3 2020 | 186 | $336,958,000 | +$35,980,314 | -$21,947,583 | +$14,032,731 | IWS, SUB, IUSV, IJR, IVV | 13F-HR | 06 Nov 2020, 08:18 |
| Q2 2020 | 186 | $314,489,000 | +$41,956,025 | -$12,496,130 | +$29,459,895 | IWS, IUSV, IJR, SUB, IUSG | 13F-HR | 06 Jul 2020, 10:39 |
| Q1 2020 | 176 | $248,197,000 | +$44,142,691 | -$20,522,909 | +$23,619,782 | IWS, SUB, ISTB, LLY, IVV | 13F-HR | 13 Apr 2020, 08:50 |
| Q4 2019 | 185 | $271,738,000 | +$34,009,764 | -$15,777,657 | +$18,232,107 | IWS, AAPL, SUB, GBIL, ISTB | 13F-HR | 07 Jan 2020, 10:00 |
| Q3 2019 | 175 | $229,440,000 | +$28,421,124 | -$21,293,278 | +$7,127,846 | IWS, AAPL, GBIL, ISTB, LLY | 13F-HR | 21 Oct 2019, 09:29 |
| Q2 2019 | 175 | $227,936,000 | +$46,546,398 | -$2,081,601 | +$44,464,797 | IWS, AAPL, GBIL, LLY, IVV | 13F-HR | 15 Jul 2019, 11:29 |
| Q1 2019 | 152 | $176,988,000 | +$18,493,105 | -$3,912,709 | +$14,580,396 | IWS, GBIL, IWN, IVV, LLY | 13F-HR | 09 Apr 2019, 11:52 |
| Q4 2018 | 130 | $144,955,000 | +$18,299,834 | -$5,729,546 | +$12,570,288 | IWS, GBIL, LLY, IWN, IXUS | 13F-HR | 15 Jan 2019, 16:26 |
| Q3 2018 | 133 | $152,714,000 | +$22,774,416 | -$4,230,306 | +$18,544,110 | IWS, GBIL, IWN, LLY, IWM | 13F-HR | 05 Oct 2018, 10:31 |
| Q2 2018 | 123 | $127,943,000 | +$13,651,761 | -$4,867,046 | +$8,784,715 | IWS, IWN, CLMT, LLY, IVE | 13F-HR | 31 Jul 2018, 14:16 |
| Q1 2018 | 118 | $118,299,000 | +$10,152,511 | -$5,614,972 | +$4,537,539 | IWS, IWN, CLMT, HCCI, IVE | 13F-HR | 09 May 2018, 10:41 |
| Q4 2017 | 119 | $116,230,000 | $0 | $0 | $0 | IWS, IWN, CLMT, LLY, IVE | 13F-HR | 01 Mar 2018, 10:33 |