Windsor Advisory Group, LLC Top Holdings and 13F Report (2025) About Windsor Advisory Group, LLCInvestment ActivityWindsor Advisory Group, LLC has $77.36 million in total holdings as of March 31, 2025.Windsor Advisory Group, LLC owns shares of 53 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 13.94% of the portfolio was purchased this quarter.About 28.63% of the portfolio was sold this quarter.This quarter, Windsor Advisory Group, LLC has purchased 81 new stocks and bought additional shares in 6 stocks.Windsor Advisory Group, LLC sold shares of 16 stocks and completely divested from 30 stocks this quarter.Largest Holdings Paychex $31,822,410Vanguard Total World Stock ETF $7,828,896iShares Core S&P 500 ETF $5,507,182Berkshire Hathaway $4,790,650Berkshire Hathaway $2,906,897 Largest New Holdings this Quarter 084670108 - Berkshire Hathaway $4,790,650 Holding62913M107 - NGL Energy Partners $45,400 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 9,751 shares (about $5.48M)Berkshire Hathaway 6 shares (about $4.79M)Huntington Bancshares 18,852 shares (about $282.97K)SPDR S&P 500 ETF Trust 234 shares (about $130.90K)NGL Energy Partners 10,000 shares (about $45.40K) Largest Sales this Quarter Vanguard Total World Stock ETF 25,227 shares (about $2.93M)iShares Core S&P Small-Cap ETF 6,564 shares (about $686.39K)Vanguard Total Stock Market ETF 2,017 shares (about $554.43K)Verizon Communications 2,149 shares (about $97.48K)Apple 293 shares (about $65.09K) 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$31,822,410$39,187 ▲0.1%206,26441.1%Computer and TechnologyVTVanguard Total World Stock ETF$7,828,896$2,925,053 ▼-27.2%67,52010.1%ETFIVViShares Core S&P 500 ETF$5,507,182$5,479,087 ▲19,502.0%9,8017.1%ETFBRK.ABerkshire Hathaway$4,790,650$4,790,650 ▲New Holding66.2%FinanceBRK.BBerkshire Hathaway$2,906,897$52,727 ▼-1.8%5,4583.8%FinanceHBANHuntington Bancshares$1,812,008$282,969 ▲18.5%120,7202.3%FinanceJPMJPMorgan Chase & Co.$1,790,790$7,850 ▼-0.4%7,3002.3%FinanceEPDEnterprise Products Partners$1,764,116$45,952 ▼-2.5%51,6732.3%EnergyEMLPFirst Trust North American Energy Infrastructure Fund$1,641,6500.0%43,7892.1%ETFNVDANVIDIA$1,433,150$5,744 ▲0.4%13,2231.9%Computer and TechnologyKRKroger$1,083,4890.0%16,0071.4%Retail/WholesaleLINDE PLC$931,2800.0%2,0001.2%SHSAAPLApple$871,661$65,086 ▼-6.9%3,9241.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$862,583$130,898 ▲17.9%1,5421.1%FinanceVDEVanguard Energy ETF$778,2600.0%6,0001.0%ETFMSFTMicrosoft$762,403$5,631 ▼-0.7%2,0311.0%Computer and TechnologyENFRAlerian Energy Infrastructure ETF$753,7100.0%23,0001.0%ETFIBPInstalled Building Products$749,9660.0%4,3741.0%ConstructionXLEEnergy Select Sector SPDR Fund$734,6100.0%7,8610.9%ETFSCHGSchwab U.S. Large-Cap Growth ETF$731,669$17,778 ▼-2.4%29,2200.9%ETFEVCMEverCommerce$688,8770.0%68,3410.9%Computer and TechnologyVTIVanguard Total Stock Market ETF$666,582$554,431 ▼-45.4%2,4250.9%ETFPGProcter & Gamble$574,855$15,679 ▼-2.7%3,3730.7%Consumer StaplesVBRVanguard Small-Cap Value ETF$506,7090.0%2,7200.7%ETFAMLPAlerian MLP ETF$449,2810.0%8,6500.6%ETFCFBKCF Bankshares$438,243$2,557 ▼-0.6%19,8840.6%FinanceCAHCardinal Health$429,7070.0%3,1190.6%MedicalPNCThe PNC Financial Services Group$351,5400.0%2,0000.5%FinanceVOOVanguard S&P 500 ETF$332,509$44,711 ▼-11.9%6470.4%ETFFCFFirst Commonwealth Financial$324,4750.0%20,8800.4%FinanceVZVerizon Communications$317,520$97,479 ▼-23.5%7,0000.4%Computer and TechnologyABBVAbbVie$279,709$10,266 ▼-3.5%1,3350.4%MedicalADPAutomatic Data Processing$276,2330.0%9040.4%Computer and TechnologyIWMiShares Russell 2000 ETF$275,795$3,590 ▼-1.3%1,3830.4%FinanceABTAbbott Laboratories$254,8210.0%1,9210.3%MedicalIWDiShares Russell 1000 Value ETF$232,9420.0%1,2380.3%ETFIVWiShares S&P 500 Growth ETF$224,6490.0%2,4200.3%ETFFASTFastenal$221,9480.0%2,8620.3%Retail/WholesaleGOOGLAlphabet$147,838$4,949 ▼-3.2%9560.2%Computer and TechnologyIJTiShares S&P Small-Cap 600 Growth ETF$137,4480.0%1,1040.2%ETFEFAiShares MSCI EAFE ETF$101,6540.0%1,2440.1%FinanceIJKiShares S&P Mid-Cap 400 Growth ETF$89,6090.0%1,0760.1%ETFGOOGAlphabet$73,943$8,911 ▲13.7%4730.1%Computer and TechnologyIWNiShares Russell 2000 Value ETF$71,5650.0%4740.1%ETFVCRVanguard Consumer Discretionary ETF$69,9850.0%2150.1%ETFDVYiShares Select Dividend ETF$56,6700.0%4220.1%ETFNGLNGL Energy Partners$45,400$45,400 ▲New Holding10,0000.1%EnergyIJRiShares Core S&P Small-Cap ETF$44,442$686,394 ▼-93.9%4250.1%ETFVOTVanguard Mid-Cap Growth ETF$44,0350.0%1800.1%ETFIWSiShares Russell Mid-Cap Value ETF$34,0120.0%2700.0%ETFVGTVanguard Information Technology ETF$16,2710.0%300.0%ETFSCHDSchwab US Dividend Equity ETF$15,8530.0%5670.0%ETFIWPiShares Russell Mid-Cap Growth ETF$11,9620.0%1020.0%ETFSCHXSchwab US Large-Cap ETF$0$5,749,437 ▼-100.0%00.0%ETFPCVXVaxcyte$0$3,210,795 ▼-100.0%00.0%MedicalSCHFSchwab International Equity ETF$0$1,718,946 ▼-100.0%00.0%ETFSCHKSchwab 1000 Index ETF$0$906,397 ▼-100.0%00.0%ETFIFRAiShares U.S. Infrastructure ETF$0$862,336 ▼-100.0%00.0%ETFSCHASchwab US Small-Cap ETF$0$855,152 ▼-100.0%00.0%ETFVOVanguard Mid-Cap ETF$0$810,351 ▼-100.0%00.0%ETFIJHiShares Core S&P Mid-Cap ETF$0$674,506 ▼-100.0%00.0%ETFDISWalt Disney$0$566,778 ▼-100.0%00.0%Consumer DiscretionaryAPLTApplied Therapeutics$0$356,827 ▼-100.0%00.0%MedicalSCHMSchwab U.S. Mid-Cap ETF$0$335,058 ▼-100.0%00.0%ETFVONGVanguard Russell 1000 Growth ETF$0$290,879 ▼-100.0%00.0%ETFQUALiShares MSCI USA Quality Factor ETF$0$172,916 ▼-100.0%00.0%ETFIXUSiShares Core MSCI Total International Stock ETF$0$170,938 ▼-100.0%00.0%ManufacturingFNDXSchwab Fundamental U.S. Large Company ETF$0$130,714 ▼-100.0%00.0%ETFSCHISchwab 5-10 Year Corporate Bond ETF$0$94,327 ▼-100.0%00.0%ETFVMBSVanguard Mortgage-Backed Securities ETF$0$93,763 ▼-100.0%00.0%ETFFNDASchwab Fundamental U.S. Small Company ETF$0$88,209 ▼-100.0%00.0%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$0$87,833 ▼-100.0%00.0%ETFXLKTechnology Select Sector SPDR Fund$0$84,870 ▼-100.0%00.0%ETFFNDESchwab Fundamental Emerging Markets Equity ETF$0$79,800 ▼-100.0%00.0%ETFFNDFSchwab Fundamental International Equity ETF$0$71,565 ▼-100.0%00.0%ETFSCHESchwab Emerging Markets Equity ETF$0$56,234 ▼-100.0%00.0%ETFFNDCSchwab Fundamental International Small Equity ETF$0$45,645 ▼-100.0%00.0%ETFSCHCSchwab International Small-Cap Equity ETF$0$31,069 ▼-100.0%00.0%ETFSCHPSchwab U.S. TIPS ETF$0$19,476 ▼-100.0%00.0%ETFSCHWAB STRATEGIC TR$0$14,807 ▼-100.0%00.0%HIGH YIELD BD ETVNQIVanguard Global ex-U.S. Real Estate ETF$0$10,919 ▼-100.0%00.0%ETFSCHVSchwab U.S. Large-Cap Value ETF$0$10,750 ▼-100.0%00.0%ETFSCHHSchwab U.S. REIT ETF$0$10,383 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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