Windsor Advisory Group, LLC Purchases in Q4 2024

Windsor Advisory Group, LLC

  • $86 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
215K
+ 642.55%
$22.4 - $68.28 $4.81M - $14.7M
248K $5.75B
PAYX
Paychex Inc

Industrials
403
+ 0.2%
$135.86 - $148.73 $54.8K - $59.9K
206K $28.9B
IFRA
Ishares Tr

ETFs
18.6K
New
$45.94 - $51.71 $856K - $963K
18.6K $862M
SCHA
Schwab Strategic Tr Us Small C

ETFs
33.1K
New
$25.33 - $51.16 $838K - $1.69M
33.1K $855M
VO
Vanguard Mid Cap ETF

ETFs
3.07K
New
$261.5 - $284.63 $802K - $873K
3.07K $810M
VTI
Vanguard Total Stock Market Et

ETFs
2.57K
+ 137.41%
$280.04 - $302.45 $720K - $778K
4.44K $1.29B
EMLP
First Tr Exchange Traded Iv

ETFs
19.9K
+ 83.07%
$33.69 - $38.24 $669K - $760K
43.8K $1.56B
VDE
Vanguard Energy ETF

ETFs
6K
New
$116.67 - $136.78 $700K - $821K
6K $728M
ENFR
Alerian Energy Infrastructure

ETFs
23K
New
$28.52 - $33.11 $656K - $762K
23K $716M
PCVX
Vaxcyte, Inc.

Healthcare
16.5K
+ 72.45%
$80.97 - $117.93 $1.33M - $1.94M
39.2K $3.21B
VONG
Vanguard Russell 1000 Growth E

ETFs
2.82K
New
$95.27 - $107.82 $268K - $304K
2.82K $291M
QUAL
Ishares Msci Usa Quality Facto

ETFs
971
New
$176.42 - $186.91 $171K - $181K
971 $173M
IXUS
Ishares Tr

ETFs
2.58K
New
$65.95 - $72.56 $170K - $187K
2.58K $171M
EPD
Enterprise Products Partners L.P.

Energy
1.35K
+ 2.6%
$28.66 - $34.43 $38.6K - $46.3K
53K $1.66B
FNDX
Schwab Fundamental U S Large C

ETFs
5.52K
New
$23.49 - $71.77 $130K - $396K
5.52K $131M
IWD
Ishares Russell 1000 Val ETF

ETFs
652
+ 111.26%
$183.23 - $199.79 $119K - $130K
1.24K $229M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
4.27K
New
$22.02 - $46.16 $94.1K - $197K
4.27K $94.3M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
2.07K
New
$45.17 - $47.23 $93.4K - $97.7K
2.07K $93.8M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
886
+ 14.52%
$113.92 - $127.38 $101K - $113K
6.99K $805M
FNDA
Schwab Fundamental U S Small C

ETFs
2.97K
New
$29.26 - $59.11 $86.9K - $176K
2.97K $88.2M
SCHR
Schwab Intermediate Term Us Tr

ETFs
3.62K
New
$24.19 - $50.58 $87.5K - $183K
3.62K $87.8M
VCR
Vanguard Consumer Discretionar

ETFs
215
New
$328.51 - $401.37 $70.6K - $86.3K
215 $80.7M
FNDE
Schwab Fundamental Emerging Mk

ETFs
2.75K
New
$28.89 - $33.95 $79.4K - $93.3K
2.75K $79.8M
SCHG
Schwab Strategic Tr Us Large C

ETFs
22.6K
+ 309.72%
$25.93 - $105.3 $587K - $2.38M
29.9K $834M
FNDF
Schwab Fundamental Intl Large

ETFs
2.16K
New
$32.92 - $37.15 $70.9K - $80.1K
2.16K $71.6M
KR
Kroger CO

Consumer Defensive
1
+ 0.01%
$55.21 - $63.3 $55.2 - $63.3
16K $979M
DVY
Ishares Tr

ETFs
422
New
$129.55 - $143.41 $54.7K - $60.5K
422 $55.4M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.75K
+ 488.3%
$26.63 - $30.23 $46.7K - $53K
2.11K $56.2M
VOT
Vanguard Mid Cap Growth Index

ETFs
180
New
$241.48 - $274.89 $43.5K - $49.5K
180 $45.7M
FNDC
Schwab Fundamental Intl Small

ETFs
1.34K
New
$33.92 - $38.03 $45.4K - $50.8K
1.34K $45.6M
XLK
Technology Sector Spdr

ETFs
165
+ 82.5%
$220.26 - $241.44 $36.3K - $39.8K
365 $84.9M
GOOG
Alphabet Inc.

Communication Services
175
+ 72.61%
$163.08 - $198.16 $28.5K - $34.7K
416 $79.2M
SCHC
Schwab Strategic Tr Intl Small

ETFs
905
New
$33.93 - $38.37 $30.7K - $34.7K
905 $31.1M
SCHP
Schwab Strategic Us Tips ETF

ETFs
754
New
$25.74 - $53.78 $19.4K - $40.6K
754 $19.5M
VGT
Vanguard Information Technolog

ETFs
30
New
$571.78 - $647.97 $17.2K - $19.4K
30 $18.7M
IVV
Ishares Core S&P 500 ETF

ETFs
25
+ 100.0%
$570.51 - $610.59 $14.3K - $15.3K
50 $29.4M
Schwab Strategic Tr
566
New
N/A
566 $14.8M
VNQI
Vanguard Global Ex U.S. Real

ETFs
276
New
$39.22 - $47.52 $10.8K - $13.1K
276 $10.9M
SCHV
Schwab Strategic Tr Us Large C

ETFs
412
New
$25.79 - $80.4 $10.6K - $33.1K
412 $10.8M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
493
New
$20.55 - $23.26 $10.1K - $11.5K
493 $10.4M
IWM
Ishares Russell 2000 ETF

ETFs
19
+ 1.37%
$216.13 - $242.4 $4.11K - $4.61K
1.4K $310M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2
+ 0.16%
$75.1 - $82.99 $150 - $166
1.24K $94M
VT
Vanguard Total World Stk Index

ETFs
101
+ 0.11%
$117.09 - $123.07 $11.8K - $12.4K
92.7K $10.9B
SCHK
Schwab Strategic Tr 1000 Index

ETFs
81
+ 0.25%
$27.45 - $55.56 $2.22K - $4.5K
32K $906M
APLT
Applied Therapeutics Inc.

Healthcare
218K
+ 109.44%
$0.82 - $10.24 $179K - $2.23M
417K $357M
Activity Summary
Buys All Purchases 46 New Holdings 26 Increased Positions 20 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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