0001731713-18-000006.txt : 20180731 0001731713-18-000006.hdr.sgml : 20180731 20180731141606 ACCESSION NUMBER: 0001731713-18-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180630 FILED AS OF DATE: 20180731 DATE AS OF CHANGE: 20180731 EFFECTIVENESS DATE: 20180731 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Windsor Group LTD CENTRAL INDEX KEY: 0001731713 IRS NUMBER: 351691197 STATE OF INCORPORATION: IN FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18669 FILM NUMBER: 18980660 BUSINESS ADDRESS: STREET 1: 500 E. 96TH STREET, SUITE 450 CITY: INDIANAPOLIS STATE: IN ZIP: 46240 BUSINESS PHONE: 317-848-3005 MAIL ADDRESS: STREET 1: 500 E. 96TH STREET, SUITE 450 CITY: INDIANAPOLIS STATE: IN ZIP: 46240 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001731713 XXXXXXXX 06-30-2018 06-30-2018 Windsor Group LTD

500 E. 96TH STREET, SUITE 450 INDIANAPOLIS IN 46240

13F HOLDINGS REPORT 028-18669 N Matthew Ulsas 317-848-3005 Matthew Ulsas Indianapolis IN 07-31-2018 0 123 127943 false INFORMATION TABLE 2 WG.13F.2018Q2.xml ABBOTT LABS COM 002824100 289 4741 SH SOLE 0 0 0 4741 ABBVIE INC COM 00287Y109 818 8834 SH SOLE 0 0 0 8834 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 951 5814 SH SOLE 0 0 0 5814 ALPHABET INC CAP STK CL A 02079K305 630 558 SH SOLE 0 0 0 558 ALPHABET INC CAP STK CL C 02079K107 511 458 SH SOLE 0 0 0 458 AMAZON COM INC COM 023135106 382 225 SH SOLE 0 0 0 225 AMGEN INC COM 031162100 387 2098 SH SOLE 0 0 0 2098 ANALOG DEVICES INC COM 032654105 505 5265 SH SOLE 0 0 0 5265 APPLE INC COM 037833100 2531 13673 SH SOLE 0 0 0 13673 AT&T INC COM 00206R102 987 30737 SH SOLE 0 0 0 30737 BANK AMER CORP COM 060505104 1209 42901 SH SOLE 0 0 0 42901 BANK NEW YORK MELLON CORP COM 064058100 300 5564 SH SOLE 0 0 0 5564 BECTON DICKINSON & CO COM 075887109 426 1779 SH SOLE 0 0 0 1779 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1187 6357 SH SOLE 0 0 0 6357 BLACKROCK INC COM 09247X101 689 1380 SH SOLE 0 0 0 1380 BLACKSTONE GROUP L P COM UNIT LTD 09253U108 342 10642 SH SOLE 0 0 0 10642 BOEING CO COM 097023105 641 1910 SH SOLE 0 0 0 1910 BRISTOL MYERS SQUIBB CO COM 110122108 332 6005 SH SOLE 0 0 0 6005 CALUMET SPECIALTY PRODS PTNR UT LTD PARTNER 131476103 3354 450221 SH SOLE 0 0 0 450221 CATERPILLAR INC DEL COM 149123101 601 4430 SH SOLE 0 0 0 4430 CBRE GROUP INC CL A 12504L109 215 4500 SH SOLE 0 0 0 4500 CELGENE CORP COM 151020104 349 4392 SH SOLE 0 0 0 4392 CHEVRON CORP NEW COM 166764100 963 7613 SH SOLE 0 0 0 7613 CISCO SYS INC COM 17275R102 493 11457 SH SOLE 0 0 0 11457 COCA COLA CO COM 191216100 588 13398 SH SOLE 0 0 0 13398 COLGATE PALMOLIVE CO COM 194162103 315 4859 SH SOLE 0 0 0 4859 COMCAST CORP NEW CL A 20030N101 651 19849 SH SOLE 0 0 0 19849 CONOCOPHILLIPS COM 20825C104 1037 14901 SH SOLE 0 0 0 14901 DOLLAR GEN CORP NEW COM 256677105 468 4744 SH SOLE 0 0 0 4744 DOMINION ENERGY INC COM 25746U109 209 3067 SH SOLE 0 0 0 3067 DOWDUPONT INC COM 26078J100 626 9500 SH SOLE 0 0 0 9500 LILLY ELI & CO COM 532457108 2814 32973 SH SOLE 0 0 0 32973 EXXON MOBIL CORP COM 30231G102 649 7849 SH SOLE 0 0 0 7849 FACEBOOK INC CL A 30303M102 501 2579 SH SOLE 0 0 0 2579 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 231 8672 SH SOLE 0 0 0 8672 GENERAL ELECTRIC CO COM 369604103 381 27965 SH SOLE 0 0 0 27965 GOLDMAN SACHS GROUP INC COM 38141G104 252 1144 SH SOLE 0 0 0 1144 GOLDMAN SACHS ETF TR TREASURYACCESS 381430529 1011 10102 SH SOLE 0 0 0 10102 HERITAGE CRYSTAL CLEAN INC COM 42726M106 2331 115963 SH SOLE 0 0 0 115963 HOME DEPOT INC COM 437076102 762 3907 SH SOLE 0 0 0 3907 HONEYWELL INTL INC COM 438516106 504 3500 SH SOLE 0 0 0 3500 HORIZON BANCORP INC COM 440407104 1486 71810 SH SOLE 0 0 0 71810 ILLINOIS TOOL WKS INC COM 452308109 296 2135 SH SOLE 0 0 0 2135 INTEL CORP COM 458140100 1790 36003 SH SOLE 0 0 0 36003 INTERNATIONAL BUSINESS MACHS COM 459200101 486 3476 SH SOLE 0 0 0 3476 INTUITIVE SURGICAL INC COM NEW 46120E602 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464287309 2496 15352 SH SOLE 0 0 0 15352 ISHARES TR S&P 500 VAL ETF 464287408 2786 25299 SH SOLE 0 0 0 25299 ISHARES TR S&P MC 400GR ETF 464287606 613 2728 SH SOLE 0 0 0 2728 ISHARES TR S&P MC 400VL ETF 464287705 920 5675 SH SOLE 0 0 0 5675 ISHARES TR SP SMCP600VL ETF 464287879 254 1555 SH SOLE 0 0 0 1555 ISHARES US ETF TR SHT MAT BD ETF 46431W507 1105 22020 SH SOLE 0 0 0 22020 ISHARES SILVER TRUST ISHARES 46428Q109 232 15304 SH SOLE 0 0 0 15304 ISHARES TR SHRT NAT MUN ETF 464288158 901 8583 SH SOLE 0 0 0 8583 ISHARES TR TIPS BD ETF 464287176 206 1824 SH SOLE 0 0 0 1824 JOHNSON & JOHNSON COM 478160104 1132 9327 SH SOLE 0 0 0 9327 JPMORGAN CHASE & CO COM 46625H100 1522 14603 SH SOLE 0 0 0 14603 LOCKHEED MARTIN CORP COM 539830109 399 1351 SH SOLE 0 0 0 1351 LOWES COS INC COM 548661107 361 3781 SH SOLE 0 0 0 3781 MARSH & MCLENNAN COS INC COM 571748102 237 2889 SH SOLE 0 0 0 2889 MASTERCARD INCORPORATED CL A 57636Q104 648 3299 SH SOLE 0 0 0 3299 MCDONALDS CORP COM 580135101 574 3666 SH SOLE 0 0 0 3666 MEDTRONIC PLC SHS G5960L103 700 8173 SH SOLE 0 0 0 8173 MERCK & CO INC COM 58933Y105 375 6178 SH SOLE 0 0 0 6178 MICROSOFT CORP COM 594918104 2408 24424 SH SOLE 0 0 0 24424 NUVEEN SELECT TAX FREE INCM SH BEN INT 67062F100 231 16188 SH SOLE 0 0 0 16188 OCCIDENTAL PETE CORP DEL COM 674599105 286 3423 SH SOLE 0 0 0 3423 PENUMBRA INC COM 70975L107 1865 13500 SH SOLE 0 0 0 13500 PEPSICO INC COM 713448108 1128 10362 SH SOLE 0 0 0 10362 PFIZER INC COM 717081103 630 17365 SH SOLE 0 0 0 17365 PNC FINL SVCS GROUP INC COM 693475105 478 3537 SH SOLE 0 0 0 3537 PRAXAIR INC COM 74005P104 218 1380 SH SOLE 0 0 0 1380 PROCTER AND GAMBLE CO COM 742718109 513 6577 SH SOLE 0 0 0 6577 QUALCOMM INC COM 747525103 622 11087 SH SOLE 0 0 0 11087 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 212 6473 SH SOLE 0 0 0 6473 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 209 4243 SH SOLE 0 0 0 4243 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 827 10917 SH SOLE 0 0 0 10917 SPDR GOLD TRUST GOLD SHS 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WALMART INC COM 931142103 272 3176 SH SOLE 0 0 0 3176 WELLS FARGO CO NEW COM 949746101 541 9754 SH SOLE 0 0 0 9754 WISDOMTREE TR EM MKTS QTLY DIV 97717W323 210 8450 SH SOLE 0 0 0 8450