Windsor Advisory Group, LLC - Portfolio overview

Windsor Advisory Group, LLC has 111 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. WOR - WORTHINGTON ENTERPRISES INC, 18.10%
2. PAYX - PAYCHEX INC, 14.76%
3. WS - WORTHINGTON STL INC, 6.33%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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