Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F COMBINATION REPORT

Windsor Advisory Group, LLC

Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001398344-25-015393

Total Value
$70.5M
Positions
54
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (54)

#IssuerTicker / CUSIPSharesValue% of Filing
1PAYCHEX INCPAYX206,264$30.0M42.58%
2ISHARES TR46428720010,107$6.3M8.91%
3BERKSHIRE HATHAWAY INC DELBRK-A6$4.4M6.21%
4VANGUARD INTL EQUITY INDEX F92204274223,365$3.0M4.26%
5BERKSHIRE HATHAWAY INC DELBRK-A5,940$2.9M4.10%
6NVIDIA CORPORATIONNVDA13,344$2.1M2.99%
7JPMORGAN CHASE & CO.VYLD5,938$1.7M2.44%
8ENTERPRISE PRODS PARTNERS L29379210751,673$1.6M2.27%
9FIRST TR EXCHANGE-TRADED FD33738D10134,869$1.3M1.86%
10KROGER COKR16,007$1.1M1.63%
11SPDR S&P 500 ETF TRSPY1,806$1.1M1.58%
12MICROSOFT CORPMSFT2,122$1.1M1.50%
13LINDE PLCLIN2,000$938,3601.33%
14HUNTINGTON BANCSHARES INCHBANP55,226$925,5891.31%
15APPLE INCAAPL4,083$837,7451.19%
16INSTALLED BLDG PRODS INC45780R1014,374$788,7201.12%
17ALPS ETF TR00162Q67623,000$741,5201.05%
18VANGUARD INDEX FDS9229087692,432$739,2631.05%
19VANGUARD WORLD FD92204A3066,000$714,7201.01%
20SCHWAB STRATEGIC TR80852430023,644$690,6410.98%
21SELECT SECTOR SPDR TR81369Y5067,861$666,6910.95%
22PROCTER AND GAMBLE CO7427181093,402$542,0330.77%
23VANGUARD INDEX FDS9229086112,720$530,4270.75%
24CARDINAL HEALTH INCCAH3,119$523,9960.74%
25EVERCOMMERCE INCEVCM43,341$455,0810.65%
26UNITED PARCEL SERVICE INCUPS4,455$449,6880.64%
27ALPS ETF TR00162Q4528,650$422,6390.60%
28PNC FINL SVCS GROUP INC6934751052,000$372,8400.53%
29FIRST COMWLTH FINL CORP PA31982910720,880$338,8820.48%
30VERIZON COMMUNICATIONS INCVZ7,238$313,1880.44%
31AUTOMATIC DATA PROCESSING INADP998$307,8180.44%
32ISHARES TR4642882572,083$267,8660.38%
33ISHARES TR4642873092,420$266,4420.38%
34ABBOTT LABSABLZF1,921$261,2750.37%
35ABBVIE INCABBV1,335$247,8030.35%
36ISHARES TR4642875981,238$240,4570.34%
37FASTENAL COFAST5,724$240,4080.34%
38ALPHABET INCGOOG1,070$188,5900.27%
39ISHARES TR464287655703$151,6060.22%
40ISHARES TR4642878871,104$146,8760.21%
41ISHARES TR4642876061,076$97,8940.14%
42VANGUARD WORLD FD92204A108215$77,8990.11%
43ISHARES TR464287630474$74,7780.11%
44ISHARES TR464287804589$64,3720.09%
45ALPHABET INCGOOG242$42,8540.06%
46NGL ENERGY PARTNERS LPNGL-PC10,000$42,7000.06%
47ISHARES TR464287473270$35,6780.05%
48ISHARES TR464287507575$35,6620.05%
49ISHARES TR464287465263$23,4840.03%
50VANGUARD WORLD FD92204A70230$19,8980.03%
51SCHWAB STRATEGIC TR808524797567$15,0260.02%
52ISHARES TR464287481102$14,1340.02%
53ISHARES TR464287234115$5,5480.01%
54VANGUARD INDEX FDS9229083633$1,7140.00%