StockDriftsStockDriftsTop 50 Windsor Advisory Group Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| WOR | WORTHINGTON ENTERPRISES INC | 20.03% | 459.6K | $24.0M | +23.46%(+87.35K) | $57.07(-6.47%) | 2026-03-31 | |
| PAYX | PAYCHEX INC | 16.33% | 212.1K | $19.5M | +0.16%(+336) | $124.14(-26.26%) | 2026-03-31 | |
| WS | WORTHINGTON STL INC | 7% | 275.9K | $8.4M | +32.92%(+68.33K) | $31.34(+24.22%) | 2026-03-31 | |
| IVV | ISHARES TR | 5.32% | 9.8K | $6.4M | +0.00%(+0) | $575.71(+28.96%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 4.82% | 225.2K | $5.8M | new | $21.37(+35.91%) | 2026-03-31 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 4.2% | 7 | $5.0M | +0.00%(+0) | $740287.33(-2.22%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 3.8% | 183.6K | $4.5M | new | $21.72(+22.94%) | 2026-03-31 | |
| VT | VANGUARD INTL EQUITY INDEX F | 2.99% | 25.8K | $3.6M | +2.88%(+722) | $109.09(+40.72%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.95% | 7.4K | $3.5M | -8.03%(-644) | $360.76(+33.80%) | 2026-03-31 | |
| EMLP | FIRST TR EXCHANGE-TRADED FD | 2.47% | 67.8K | $3.0M | +94.40%(+32.92K) | $36.88(+18.36%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.14% | +19.57% |
| Top 20 Holdings Unweighted | +12.70% | +43.13% |
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