Windsor Advisory Group, LLC Top Holdings and 13F Report (2025) About Windsor Advisory Group, LLCInvestment ActivityWindsor Advisory Group, LLC has $70.46 million in total holdings as of June 30, 2025.Windsor Advisory Group, LLC owns shares of 54 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 2.34% of the portfolio was purchased this quarter.About 12.93% of the portfolio was sold this quarter.This quarter, Windsor Advisory Group, LLC has purchased 53 new stocks and bought additional shares in 13 stocks.Windsor Advisory Group, LLC sold shares of 10 stocks and completely divested from 3 stocks this quarter.Largest Holdings Paychex $30,003,161iShares Core S&P 500 ETF $6,275,436Berkshire Hathaway $4,372,800Vanguard Total World Stock ETF $3,002,878Berkshire Hathaway $2,885,542 Largest New Holdings this Quarter 911312106 - United Parcel Service $449,688 Holding464288257 - iShares MSCI ACWI ETF $267,866 Holding464287507 - iShares Core S&P Mid-Cap ETF $35,662 Holding464287234 - iShares MSCI Emerging Markets ETF $5,548 Holding Largest Purchases this Quarter United Parcel Service 4,455 shares (about $449.69K)iShares MSCI ACWI ETF 2,083 shares (about $267.87K)Berkshire Hathaway 482 shares (about $234.15K)iShares Core S&P 500 ETF 306 shares (about $190.00K)SPDR S&P 500 ETF Trust 264 shares (about $163.13K) Largest Sales this Quarter Vanguard Total World Stock ETF 44,155 shares (about $5.67M)Huntington Bancshares 65,494 shares (about $1.10M)JPMorgan Chase & Co. 1,362 shares (about $394.84K)Vanguard S&P 500 ETF 644 shares (about $367.94K)First Trust North American Energy Infrastructure Fund 8,920 shares (about $334.59K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWindsor Advisory Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPAYXPaychex$30,003,1610.0%206,26442.6%Computer and TechnologyIVViShares Core S&P 500 ETF$6,275,436$189,995 ▲3.1%10,1078.9%ETFBRK.ABerkshire Hathaway$4,372,8000.0%66.2%FinanceVTVanguard Total World Stock ETF$3,002,878$5,674,816 ▼-65.4%23,3654.3%ETFBRK.BBerkshire Hathaway$2,885,542$234,147 ▲8.8%5,9404.1%FinanceNVDANVIDIA$2,108,233$19,117 ▲0.9%13,3443.0%Computer and TechnologyJPMJPMorgan Chase & Co.$1,721,421$394,843 ▼-18.7%5,9382.4%FinanceEPDEnterprise Products Partners$1,602,3800.0%51,6732.3%EnergyEMLPFirst Trust North American Energy Infrastructure Fund$1,307,936$334,589 ▼-20.4%34,8691.9%ETFKRKroger$1,148,1560.0%16,0071.6%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$1,115,987$163,134 ▲17.1%1,8061.6%FinanceMSFTMicrosoft$1,055,470$45,263 ▲4.5%2,1221.5%Computer and TechnologyLINDE PLC$938,3600.0%2,0001.3%SHSHBANHuntington Bancshares$925,589$1,097,681 ▼-54.3%55,2261.3%FinanceAAPLApple$837,745$32,623 ▲4.1%4,0831.2%Computer and TechnologyIBPInstalled Building Products$788,7200.0%4,3741.1%ConstructionENFRAlerian Energy Infrastructure ETF$741,5200.0%23,0001.1%ETFVTIVanguard Total Stock Market ETF$739,263$2,128 ▲0.3%2,4321.0%ETFVDEVanguard Energy ETF$714,7200.0%6,0001.0%ETFSCHGSchwab U.S. Large-Cap Growth ETF$690,641$162,875 ▼-19.1%23,6441.0%ETFXLEEnergy Select Sector SPDR Fund$666,6910.0%7,8610.9%ETFPGProcter & Gamble$542,033$4,621 ▲0.9%3,4020.8%Consumer StaplesVBRVanguard Small-Cap Value ETF$530,4270.0%2,7200.8%ETFCAHCardinal Health$523,9960.0%3,1190.7%MedicalEVCMEverCommerce$455,081$262,500 ▼-36.6%43,3410.6%Computer and TechnologyUPSUnited Parcel Service$449,688$449,688 ▲New Holding4,4550.6%TransportationAMLPAlerian MLP ETF$422,6390.0%8,6500.6%ETFPNCThe PNC Financial Services Group$372,8400.0%2,0000.5%FinanceFCFFirst Commonwealth Financial$338,8820.0%20,8800.5%FinanceVZVerizon Communications$313,188$10,298 ▲3.4%7,2380.4%Computer and TechnologyADPAutomatic Data Processing$307,818$28,993 ▲10.4%9980.4%Computer and TechnologyACWIiShares MSCI ACWI ETF$267,866$267,866 ▲New Holding2,0830.4%ManufacturingIVWiShares S&P 500 Growth ETF$266,4420.0%2,4200.4%ETFABTAbbott Laboratories$261,2750.0%1,9210.4%MedicalABBVAbbVie$247,8030.0%1,3350.4%MedicalIWDiShares Russell 1000 Value ETF$240,4570.0%1,2380.3%ETFFASTFastenal$240,408$120,204 ▲100.0%5,7240.3%Retail/WholesaleGOOGLAlphabet$188,590$20,093 ▲11.9%1,0700.3%Computer and TechnologyIWMiShares Russell 2000 ETF$151,606$146,646 ▼-49.2%7030.2%FinanceIJTiShares S&P Small-Cap 600 Growth ETF$146,8760.0%1,1040.2%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$97,8940.0%1,0760.1%ETFVCRVanguard Consumer Discretionary ETF$77,8990.0%2150.1%ETFIWNiShares Russell 2000 Value ETF$74,7780.0%4740.1%ETFIJRiShares Core S&P Small-Cap ETF$64,372$17,924 ▲38.6%5890.1%ETFGOOGAlphabet$42,854$40,906 ▼-48.8%2420.1%Computer and TechnologyNGLNGL Energy Partners$42,7000.0%10,0000.1%EnergyIWSiShares Russell Mid-Cap Value ETF$35,6780.0%2700.1%ETFIJHiShares Core S&P Mid-Cap ETF$35,662$35,662 ▲New Holding5750.1%ETFEFAiShares MSCI EAFE ETF$23,484$87,596 ▼-78.9%2630.0%FinanceVGTVanguard Information Technology ETF$19,8980.0%300.0%ETFSCHDSchwab US Dividend Equity ETF$15,0260.0%5670.0%ETFIWPiShares Russell Mid-Cap Growth ETF$14,1340.0%1020.0%ETFEEMiShares MSCI Emerging Markets ETF$5,548$5,548 ▲New Holding1150.0%FinanceVOOVanguard S&P 500 ETF$1,714$367,939 ▼-99.5%30.0%ETFCFBKCF Bankshares$0$438,243 ▼-100.0%00.0%FinanceDVYiShares Select Dividend ETF$0$56,670 ▼-100.0%00.0%ETFVOTVanguard Mid-Cap Growth ETF$0$44,035 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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