StockDriftsStockDriftsTop 50 Windsor Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IUSV | ISHARES TR | 8.24% | 603.2K | $45K | -0.95%(-5.76K) | — | 2023-09-30 | |
| IUSG | ISHARES TR | 7.05% | 405.8K | $38K | +1.64%(+6.56K) | — | 2023-09-30 | |
| IWS | ISHARES TR | 5.71% | 298.9K | $31K | -4.02%(-12.51K) | — | 2023-09-30 | |
| LLY | LILLY ELI & CO | 5.22% | 53.1K | $28K | -12.31%(-7.45K) | — | 2023-09-30 | |
| COWZ | PACER FDS TR | 4.61% | 509.2K | $25K | +15.83%(+69.57K) | — | 2023-09-30 | |
| AVUV | AMERICAN CENTY ETF TR | 3.97% | 278.0K | $22K | +5.48%(+14.45K) | — | 2023-09-30 | |
| VTEB | VANGUARD MUN BD FDS | 3.63% | 411.6K | $20K | -1.79%(-7.51K) | — | 2023-09-30 | |
| BSV | VANGUARD BD INDEX FDS | 3.08% | 223.7K | $17K | +9.64%(+19.67K) | — | 2023-09-30 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 2.86% | 350.0K | $16K | +23.00%(+65.45K) | — | 2023-09-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 2.66% | 333.7K | $15K | +16.45%(+47.13K) | — | 2023-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Windsor Wealth Management, Inc. reports $546.06K in US-listed equity holdings across 157 positions in its most recent 13F filing. Its largest disclosed positions are IUSV (8.2%), IUSG (7.0%) and IWS (5.7%). Figures reflect the Q3 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Windsor Wealth Management, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1731713). View Windsor Wealth Management, Inc.’s 13F filings on SEC