Windsor Group LTD Portfolio Holdings
Windsor Group LTD
- $546 Million
- Q3 2023
Windsor Group LTD has filed its 13F form on October 24, 2023 for Q3 2023 where it was disclosed a total value porftolio of $546 Million distributed in 157 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P U.S. Value Et with a value of $45M, Ishares Core S&P U.S Growth Et with a value of $38.5M, Ishares Russell Midcap Value E with a value of $31.2M, Eli Lilly & CO with a value of $28.5M, and Pacer Fds Tr Us Cash Cows 100 with a value of $25.2M.
Examining the 13F form we can see an decrease of $11M in the current position value, from $557M to 546M.
Below you can find more details about Windsor Group LTD portfolio as well as his latest detailed transactions.
Portfolio value
$546 Million
ETFs: $460 Million
Healthcare: $35.9 Million
Industrials: $13.8 Million
Technology: $12 Million
Energy: $9.75 Million
Financial Services: $4.58 Million
Consumer Cyclical: $3.95 Million
Consumer Defensive: $3.1 Million
Other: $2.28 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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