Windsor Advisory Group, LLC

Q4 2022 13F Combination Report, Stock Holdings

Signature - Title
Stephanie Weir - Chief Compliance Officer
Location
Columbus
Holdings as of
31 Dec 2022
Value $
$37,706,255
Num holdings
69
Filing time
13 Jun 2023, 11:27:26 UTC
Form type
13F-HR
Description
A portion of the US holdings for this investor are reported in this report and a portion are reported by other reporting manager(s). Top holdings included AAPL, PAYX, EPD, BRKB, and DIS.
Next filing
Q1 2023 - 13 Jun 2023
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Stephanie Weir Chief Compliance Officer Columbus, Ohio 13 Jun 2023

List of Other Managers Reporting for Windsor Advisory Group, LLC:

Name Holdings Value Location File Number
Aperio Group, LLC Sausalito, CA 028-11964