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 |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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