Windsor Advisory Group, LLC
- SEC CIK
- 0001739953
- 最新申報
- 2026/8/14
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/6/13 申報。只含多頭部位。
- 持股檔數
- 70
- 2022 年第 3 季沒有申報
- 總值
- $3,771 萬
- 2022 年第 3 季沒有申報
Windsor Advisory Group, LLC 沒有申報 2022 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 31,398 | $408.0 萬 | 10.8% | – | – | 歷史 |
| PAYXPaychex Inc | Stock | 33,508 | $387.2 萬 | 10.3% | – | – | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 103,213 | $248.9 萬 | 6.6% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 7,561 | $233.6 萬 | 6.2% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 25,418 | $220.8 萬 | 5.9% | – | – | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 21,551 | $188.5 萬 | 5.0% | – | – | – |
| Vanguard Total World Stock ETF922042742 | ETF | 16,280 | $140.3 萬 | 3.7% | – | – | – |
| MSFTMicrosoft Corp | Stock | 4,996 | $119.8 萬 | 3.2% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 10,678 | $94.2 萬 | 2.5% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 5,997 | $87.6 萬 | 2.3% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 5,721 | $86.7 萬 | 2.3% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 5,165 | $78.4 萬 | 2.1% | – | – | – |
| VZVerizon Communications Inc | Stock | 19,215 | $75.7 萬 | 2.0% | – | – | 歷史 |
| KRKroger Co | Stock | 16,030 | $71.5 萬 | 1.9% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 2,239 | $70.7 萬 | 1.9% | – | – | 歷史 |
| LINLinde PLC | SHS | 2,133 | $69.6 萬 | 1.8% | – | – | 歷史 |
| KDPKeurig Dr Pepper Inc. | COM | 18,528 | $66.1 萬 | 1.8% | – | – | 歷史 |
| CVXChevron Corp | Stock | 3,324 | $59.7 萬 | 1.6% | – | – | 歷史 |
| BABoeing Co | Stock | 3,083 | $58.7 萬 | 1.6% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 3,151 | $55.7 萬 | 1.5% | – | – | 歷史 |
| TRPTC Energy Corp | COM | 12,515 | $49.9 萬 | 1.3% | – | – | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 8,546 | $47.5 萬 | 1.3% | – | – | – |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 11,464 | $43.6 萬 | 1.2% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 2,720 | $43.2 萬 | 1.1% | – | – | – |
| BABAAlibaba Group Holding Ltd | ADR | 4,500 | $39.6 萬 | 1.1% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 3,455 | $38.1 萬 | 1.0% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,702 | $36.2 萬 | 1.0% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,880 | $35.9 萬 | 1.0% | – | – | – |
| ABTAbbott Laboratories | Stock | 3,226 | $35.4 萬 | 0.9% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,187 | $35.3 萬 | 0.9% | – | – | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,471 | $35.1 萬 | 0.9% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 1,964 | $34.2 萬 | 0.9% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 859 | $32.9 萬 | 0.9% | – | – | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 2,005 | $31.7 萬 | 0.8% | – | – | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 1,260 | $31.3 萬 | 0.8% | – | – | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 5,240 | $30.3 萬 | 0.8% | – | – | – |
| FCFFirst Commonwealth Financial Corp | COM | 20,880 | $29.2 萬 | 0.8% | – | – | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 5,520 | $25.8 萬 | 0.7% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 2,132 | $24.3 萬 | 0.6% | – | – | – |
| CAHCardinal Health Inc | Stock | 3,123 | $24.0 萬 | 0.6% | – | – | 歷史 |
| iShares Inc464286525 | MSCI GBL MIN VOL | 2,347 | $22.3 萬 | 0.6% | – | – | – |
| PODDInsulet Corp | Stock | 700 | $20.6 萬 | 0.5% | – | – | 歷史 |
| IBPInstalled Building Products, Inc. | COM | 2,373 | $20.3 萬 | 0.5% | – | – | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 1,271 | $17.6 萬 | 0.5% | – | – | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 1,906 | $15.9 萬 | 0.4% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 715 | $14.6 萬 | 0.4% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 1,760 | $14.5 萬 | 0.4% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 2,420 | $14.2 萬 | 0.4% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 1,297 | $12.6 萬 | 0.3% | – | – | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 1,104 | $11.9 萬 | 0.3% | – | – | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 1,105 | $11.6 萬 | 0.3% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 1,695 | $11.1 萬 | 0.3% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 586 | $8.89 萬 | 0.2% | – | – | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 1,076 | $7.35 萬 | 0.2% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 725 | $6.87 萬 | 0.2% | – | – | – |
| Vanguard Financials ETF92204A405 | ETF | 666 | $5.51 萬 | 0.1% | – | – | – |
| NKLANikola Corp | COM | 25,000 | $5.40 萬 | 0.1% | – | – | 歷史 |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 215 | $4.71 萬 | 0.1% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 675 | $4.16 萬 | 0.1% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 300 | $3.16 萬 | 0.1% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 113 | $2.74 萬 | 0.1% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 563 | $2.19 萬 | 0.1% | – | – | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 500 | $1.71 萬 | <0.1% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 189 | $1.43 萬 | <0.1% | – | – | – |
| iShares Tips Bond ETF464287176 | ETF | 100 | $1.06 萬 | <0.1% | – | – | – |
| iShares Select Dividend ETF464287168 | ETF | 86 | $1.03 萬 | <0.1% | – | – | – |
| Vanguard Information Technology ETF92204A702 | ETF | 30 | $9,582 | <0.1% | – | – | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 100 | $5,014 | <0.1% | – | – | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 69 | $2,548 | <0.1% | – | – | – |
| GOOGAlphabet Inc. | Stock | 0 | $17 | <0.1% | – | – | 歷史 |