HoldingsChannel.com
Windsor Group LTD Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
ISHARES TR (IWS) 325,772 -6,733 $30,873
     IWS325,772-6,733$30,873
APPLE INC 43,892 -1,547 $12,889
     AAPL43,892-1,547$12,889
ISHARES TR (SUB) 103,755 +97,303 $11,079
     SUB103,755+97,303$11,079
GOLDMAN SACHS ETF TR (GBIL) 93,939 UNCH $9,407
     GBIL93,939UNCH$9,407
ISHARES TR (ISTB) 183,460 +42,908 $9,246
     ISTB183,460+42,908$9,246
LILLY ELI & CO 65,802 +1,316 $8,648
     LLY65,802+1,316$8,648
ISHARES TR (IVV) 23,660 +1,192 $7,648
     IVV23,660+1,192$7,648
ISHARES TR (IEFA) 83,621 +45,391 $5,455
     IEFA83,621+45,391$5,455
ISHARES US ETF TR (NEAR) 101,670 +23,802 $5,109
     NEAR101,670+23,802$5,109
ISHARES TR (USMV) 75,632 +18,421 $4,961
     USMV75,632+18,421$4,961
MICROSOFT CORP 29,202 +1,963 $4,605
     MSFT29,202+1,963$4,605
ISHARES TR (DGRO) 108,285 +3,255 $4,556
     DGRO108,285+3,255$4,556
ISHARES TR (IXUS) 67,003 +9,150 $4,147
     IXUS67,003+9,150$4,147
VANGUARD INDEX FDS (VOO) 13,081 +27 $3,869
     VOO13,081+27$3,869
ISHARES TR (IWN) 29,099 -7,417 $3,741
     IWN29,099-7,417$3,741
SPDR S&P 500 ETF TR (SPY) 11,377 -225 $3,662
     SPY11,377-225$3,662
ISHARES TR (GVI) 31,414 +7,560 $3,539
     GVI31,414+7,560$3,539
HERITAGE CRYSTAL CLEAN INC 102,692 -2,018 $3,221
     HCCI102,692-2,018$3,221
ISHARES TR (EFA) 39,380 +2,167 $2,735
     EFA39,380+2,167$2,735
ISHARES TR (ITOT) 34,213 +625 $2,487
     ITOT34,213+625$2,487
BERKSHIRE HATHAWAY INC DEL      $2,276
     BRK.B8,548-863$1,936
     BRK.A1UNCH$340
PENUMBRA INC 13,500 UNCH $2,218
     PEN13,500UNCH$2,218
SPDR SERIES TRUST (MDYV) 39,469 +2,236 $2,162
     MDYV39,469+2,236$2,162
ISHARES TR (IWP) 14,107 +723 $2,153
     IWP14,107+723$2,153
AT&T INC 54,555 -207 $2,132
     T54,555-207$2,132
JPMORGAN CHASE & CO 14,291 -582 $1,992
     JPM14,291-582$1,992
ABBOTT LABS 22,493 +147 $1,954
     ABT22,493+147$1,954
SCHWAB STRATEGIC TR 24,973 -100 $1,918
     SCHX24,973-100$1,918
ISHARES TR (MUB) 16,783 +7,731 $1,912
     MUB16,783+7,731$1,912
SCHWAB STRATEGIC TR 37,836 -282 $1,910
     SCHO37,836-282$1,910
INTEL CORP 31,692 -730 $1,897
     INTC31,692-730$1,897
VERIZON COMMUNICATIONS INC 30,250 -392 $1,857
     VZ30,250-392$1,857
PEPSICO INC 13,530 -111 $1,849
     PEP13,530-111$1,849
JOHNSON & JOHNSON 12,456 -445 $1,817
     JNJ12,456-445$1,817
ISHARES TR (QUAL) 17,949 +10,030 $1,813
     QUAL17,949+10,030$1,813
AMAZON COM INC 976 +104 $1,803
     AMZN976+104$1,803
ISHARES TR (IJR) 20,497 +53 $1,719
     IJR20,497+53$1,719
SPDR SERIES TRUST (SPLG) 44,584 +9,825 $1,686
     SPLG44,584+9,825$1,686
WISDOMTREE TR 34,164 +844 $1,656
     DGRW34,164+844$1,656
UNION PACIFIC CORP 9,088 +391 $1,643
     UNP9,088+391$1,643
ISHARES TR (IJJ) 9,388 +22 $1,603
     IJJ9,388+22$1,603
BANK AMER CORP 43,007 +238 $1,515
     BAC43,007+238$1,515
ACCENTURE PLC IRELAND 7,186 +369 $1,513
     ACN7,186+369$1,513
VANGUARD STAR FD (VXUS) 26,413 +1,463 $1,471
     VXUS26,413+1,463$1,471
ABBVIE INC 16,337 +12 $1,446
     ABBV16,337+12$1,446
MEDTRONIC PLC 12,520 +784 $1,420
     MDT12,520+784$1,420
ISHARES TR (IJH) 6,778 -56 $1,395
     IJH6,778-56$1,395
ISHARES TR (IUSB) 26,531 +10,650 $1,383
     IUSB26,531+10,650$1,383
EXXON MOBIL CORP 19,372 -104 $1,352
     XOM19,372-104$1,352
ISHARES TR (LRGF) 38,763 +9,208 $1,337
     LRGF38,763+9,208$1,337

See Full List: All Stocks Held By Windsor Group LTD
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Windsor Group LTD

Size ($ in 1000's)
At 12/31/2019: $271,738
At 09/30/2019: $229,440

Windsor Group LTD holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Windsor Group LTD 13F filings. Link to 13F filings: SEC filings

Windsor Group LTD Top Holdings 13F Filings | www.HoldingsChannel.com

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