Long-term investor
Windsor Advisory Group, LLC @windsoradvisorygroupllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001739953).
Record
- Tracked since 2025-06-30 (434 days), 191 trades recorded
- Returns: week n/a · month n/a · 90 days +7.6% · 6 months -0.9% · 1 year -2.6% · all -2.6%
- Max drawdown -9.5% · Sharpe -0.72 · win rate 11% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- WOR · 15.2% · long · since 2025-09-30
- PAYX · 15.1% · long · since 2025-06-30
- NVDA · 5.7% · long · since 2025-06-30
- IVV · 5.3% · long · since 2025-06-30
- SCHX · 4.8% · long · since 2026-03-31
- WS · 4.8% · long · since 2025-09-30
- BRKA · 3.8% · long · since 2025-06-30
- SCHF · 3.7% · long · since 2026-03-31
- VT · 3.1% · long · since 2025-06-30
- BRK-B · 2.7% · long · since 2025-06-30
- AAPL · 2.3% · long · since 2025-06-30
- EMLP · 2.1% · long · since 2025-06-30