Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WINDSOR ADVISORY GROUP LLC | 08-14-2024 | 06-30-2024 | 50 | 49,873,708 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ABBVIE INC | COM | 51 | $281,293 | 1,640 | 0.00 | 0.00 | -73 | -4.26 | 06-30-2024 |
| ISHARES TR | RUSSELL 2000 ETF | 52 | $280,456 | 1,382 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| AMAZON COM INC | COM | 53 | $274,508 | 1,420 | 0.00 | 1,420 | +Inf | 06-30-2024 | |
| AUTOMATIC DATA PROCESSING IN | COM | 54 | $238,716 | 1,000 | 0.00 | 0.00 | 16 | 1.63 | 06-30-2024 |
