Notify me when Windsor Wealth Management, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2023 | 157 | $546,056,000 | +$18,952,166 | -$17,737,182 | +$1,214,984 | IUSV, IUSG, IWS, LLY, COWZ | 13F-HR | 24 Oct 2023, 11:55 |
| Q2 2023 | 165 | $557,062,000 | +$43,573,650 | -$24,186,408 | +$19,387,242 | IUSV, IUSG, IWS, LLY, VTEB | 13F-HR | 12 Jul 2023, 11:51 |
| Q1 2023 | 162 | $515,717,000 | +$45,101,060 | -$18,037,438 | +$27,063,622 | IUSV, IWS, IUSG, SCHD, LLY | 13F-HR | 19 Apr 2023, 10:59 |
| Q4 2022 | 161 | $483,896,000 | +$79,140,250 | -$24,852,156 | +$54,288,094 | IUSV, IWS, IUSG, SCHD, LLY | 13F-HR | 01 Feb 2023, 17:41 |
| Q3 2022 | 150 | $401,458,000 | +$34,809,630 | -$9,719,072 | +$25,090,558 | IWS, IUSV, VTEB, SCHD, ICSH | 13F-HR | 07 Nov 2022, 09:18 |
| Q2 2022 | 152 | $391,414,000 | +$94,776,493 | -$118,825,829 | -$24,049,336 | IWS, IUSV, ICSH, SCHD, VTEB | 13F-HR | 08 Aug 2022, 13:11 |
| Q1 2022 | 228 | $534,992,000 | +$56,004,231 | -$27,025,373 | +$28,978,858 | IWS, IUSV, IJR, IWN, SCHD | 13F-HR | 04 May 2022, 11:33 |
| Q4 2021 | 235 | $545,324,000 | +$66,190,274 | -$27,168,789 | +$39,021,485 | IWS, IUSV, IJR, IUSG, IWN | 13F-HR | 21 Jan 2022, 10:01 |
| Q3 2021 | 220 | $459,790,000 | +$27,878,348 | -$20,140,768 | +$7,737,580 | IWS, IUSV, IJR, IUSG, BSV | 13F-HR | 12 Oct 2021, 13:37 |
| Q2 2021 | 213 | $462,721,000 | +$40,688,286 | -$19,568,666 | +$21,119,620 | IWS, IJR, IUSV, BSV, IUSG | 13F-HR | 26 Jul 2021, 11:59 |
| Q1 2021 | 198 | $419,610,000 | +$39,267,869 | -$35,915,920 | +$3,351,949 | IWS, IJR, IUSV, BSV, IVV | 13F-HR | 12 May 2021, 10:42 |
| Q4 2020 | 190 | $392,490,000 | +$23,352,141 | -$6,097,712 | +$17,254,429 | IWS, SUB, IJR, IUSV, IVV | 13F-HR | 09 Feb 2021, 10:48 |
| Q3 2020 | 180 | $336,958,000 | +$35,980,314 | -$16,010,584 | +$19,969,730 | IWS, SUB, IUSV, IJR, IVV | 13F-HR | 06 Nov 2020, 07:18 |
| Q2 2020 | 185 | $313,915,000 | +$41,881,767 | -$9,414,127 | +$32,467,640 | IWS, IUSV, IJR, SUB, IUSG | 13F-HR | 06 Jul 2020, 10:39 |
| Q1 2020 | 176 | $248,197,000 | +$44,142,686 | -$14,762,910 | +$29,379,776 | IWS, SUB, ISTB, LLY, IVV | 13F-HR | 13 Apr 2020, 08:50 |
| Q4 2019 | 185 | $271,738,000 | +$34,009,763 | -$12,647,656 | +$21,362,107 | IWS, AAPL, SUB, GBIL, ISTB | 13F-HR | 07 Jan 2020, 09:00 |
| Q3 2019 | 175 | $229,440,000 | +$28,421,121 | -$16,991,271 | +$11,429,850 | IWS, AAPL, GBIL, ISTB, LLY | 13F-HR | 21 Oct 2019, 09:29 |
| Q2 2019 | 175 | $227,936,000 | +$45,259,196 | -$129,082,402 | -$83,823,206 | IWS, AAPL, GBIL, LLY, IVV | 13F-HR | 15 Jul 2019, 11:29 |
| Q1 2019 | 150 | $176,687,000 | +$18,493,107 | -$3,912,710 | +$14,580,397 | IWS, GBIL, IWN, IVV, LLY | 13F-HR | 09 Apr 2019, 11:52 |
| Q4 2018 | 129 | $144,955,000 | +$18,299,835 | -$2,368,546 | +$15,931,289 | IWS, GBIL, LLY, IWN, IXUS | 13F-HR | 15 Jan 2019, 15:26 |
| Q3 2018 | 132 | $152,714,000 | +$22,774,417 | -$1,732,307 | +$21,042,110 | IWS, GBIL, IWN, LLY, IWM | 13F-HR | 05 Oct 2018, 10:31 |
| Q2 2018 | 123 | $127,943,000 | +$13,651,760 | -$2,117,046 | +$11,534,714 | IWS, IWN, CLMT, LLY, IVE | 13F-HR | 31 Jul 2018, 14:16 |
| Q1 2018 | 118 | $118,299,000 | +$10,152,511 | -$1,607,973 | +$8,544,538 | IWS, IWN, CLMT, HCCI, IVE | 13F-HR | 09 May 2018, 10:41 |
| Q4 2017 | 119 | $116,230,000 | $0 | IWS, IWN, CLMT, LLY, IVE | 13F-HR | 01 Mar 2018, 09:33 |