Windsor Wealth Management, Inc.

13F Portfolio Filings

Latest 13F report
Q3 2023 - Oct 24, 2023
Value $
$546M
Signature - Title
Matthew Ulsas - Chief Compliance Officer
Location
500 E. 96 Th Street, Suite 450, Indianapolis, IN
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2023 157 $546M +$19M -$19.8M -$881K IUSV, IUSG, IWS, LLY, COWZ 13F-HR 10/24/2023, 11:55 AM
Q2 2023 165 $557M +$43.6M -$27.6M +$16M IUSV, IUSG, IWS, LLY, VTEB 13F-HR 7/12/2023, 11:51 AM
Q1 2023 162 $516M +$45.1M -$20.3M +$24.8M IUSV, IWS, IUSG, SCHD, LLY 13F-HR 4/19/2023, 10:59 AM
Q4 2022 161 $484M +$79.1M -$26.4M +$52.7M IUSV, IWS, IUSG, SCHD, LLY 13F-HR 2/1/2023, 06:41 PM
Q3 2022 150 $401M +$34.8M -$11.7M +$23.1M IWS, IUSV, VTEB, SCHD, ICSH 13F-HR 11/7/2022, 10:18 AM
Q2 2022 153 $391M +$94.8M -$182M -$87.5M IWS, IUSV, ICSH, SCHD, VTEB 13F-HR 8/8/2022, 01:11 PM
Q1 2022 228 $535M +$56M -$33.2M +$22.8M IWS, IUSV, IJR, IWN, SCHD 13F-HR 5/4/2022, 11:33 AM
Q4 2021 235 $545M +$64M -$33.3M +$30.7M IWS, IUSV, IJR, IUSG, IWN 13F-HR 1/21/2022, 11:01 AM
Q3 2021 220 $460M +$27.9M -$20.1M +$7.74M IWS, IUSV, IJR, IUSG, BSV 13F-HR 10/12/2021, 01:37 PM
Q2 2021 213 $463M +$40.7M -$19.6M +$21.1M IWS, IJR, IUSV, BSV, IUSG 13F-HR 7/26/2021, 11:59 AM
Q1 2021 198 $420M +$39.3M -$35.9M +$3.35M IWS, IJR, IUSV, BSV, IVV 13F-HR 5/12/2021, 10:42 AM
Q4 2020 190 $392M +$23.4M -$7.43M +$15.9M IWS, SUB, IJR, IUSV, IVV 13F-HR 2/9/2021, 11:48 AM
Q3 2020 181 $340M +$36M -$21.9M +$14M IWS, SUB, IUSV, IJR, IVV 13F-HR 11/6/2020, 08:18 AM
Q2 2020 186 $314M +$42M -$12.5M +$29.5M IWS, IUSV, IJR, SUB, IUSG 13F-HR 7/6/2020, 10:39 AM
Q1 2020 176 $248M +$44.1M -$20.5M +$23.6M IWS, SUB, ISTB, LLY, IVV 13F-HR 4/13/2020, 08:50 AM
Q4 2019 185 $272M +$34M -$15.8M +$18.2M IWS, AAPL, SUB, GBIL, ISTB 13F-HR 1/7/2020, 10:00 AM
Q3 2019 175 $229M +$28.4M -$21.3M +$7.13M IWS, AAPL, GBIL, ISTB, LLY 13F-HR 10/21/2019, 09:29 AM
Q2 2019 175 $228M +$45.3M -$2.08M +$43.2M IWS, AAPL, GBIL, LLY, IVV 13F-HR 7/15/2019, 11:29 AM
Q1 2019 152 $177M +$18.5M -$3.91M +$14.6M IWS, GBIL, IWN, IVV, LLY 13F-HR 4/9/2019, 11:52 AM
Q4 2018 130 $145M +$18.3M -$5.73M +$12.6M IWS, GBIL, LLY, IWN, IXUS 13F-HR 1/15/2019, 04:26 PM
Q3 2018 133 $153M +$22.8M -$4.23M +$18.5M IWS, GBIL, IWN, LLY, IWM 13F-HR 10/5/2018, 10:31 AM
Q2 2018 123 $128M +$13.7M -$4.87M +$8.78M IWS, IWN, CLMT, LLY, IVE 13F-HR 7/31/2018, 02:16 PM
Q1 2018 118 $118M +$10.2M -$5.61M +$4.54M IWS, IWN, CLMT, HCCI, IVE 13F-HR 5/9/2018, 10:41 AM
Q4 2017 119 $116M $0 $0 IWS, IWN, CLMT, LLY, IVE 13F-HR 3/1/2018, 10:33 AM