Windsor Advisory Group, LLC

Q2 2024 13F Combination Report, Stock Holdings

Signature - Title
Stephanie Weir - Chief Compliance Officer
Location
Columbus, OH
Holdings as of
June 30, 2024
Value $
$49.9M
Num holdings
50
Date filed
8/14/2024, 09:08 AM
Form type
13F-HR
Description
A portion of the US holdings for this investor are reported in this report and a portion are reported by other reporting manager(s). Top holdings included VT, PAYX, SCHK, BRKB, and EPD.
Previous filing
Q1 2024 - May 9, 2024
Next filing
Q3 2024 - Nov 14, 2024
SEC
View on sec.gov
Filing 2024 Q2 compared to 2024 Q1 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Stephanie Weir Chief Compliance Officer Columbus, Ohio 8/14/2024

List of Other Managers Reporting for Windsor Advisory Group, LLC:

Name Holdings Value Location File Number
Aperio Group, LLC Sausalito, CA 028-11964