0001398344-23-013492.txt : 20230726 0001398344-23-013492.hdr.sgml : 20230726 20230726121058 ACCESSION NUMBER: 0001398344-23-013492 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230726 DATE AS OF CHANGE: 20230726 EFFECTIVENESS DATE: 20230726 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Windsor Advisory Group, LLC CENTRAL INDEX KEY: 0001739953 IRS NUMBER: 371436845 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23290 FILM NUMBER: 231111627 BUSINESS ADDRESS: STREET 1: 2130 QUARRY TRAILS DRIVE, FLOOR 1 CITY: COLUMBUS STATE: OH ZIP: 43228 BUSINESS PHONE: 6145450300 MAIL ADDRESS: STREET 1: 2130 QUARRY TRAILS DRIVE, FLOOR 1 CITY: COLUMBUS STATE: OH ZIP: 43228 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001739953 XXXXXXXX 06-30-2023 06-30-2023 false Windsor Advisory Group, LLC

2130 QUARRY TRAILS DRIVE, FLOOR 1 COLUMBUS OH 43228

13F COMBINATION REPORT 028-23290 000122266 801-61372 0001364615 028-11964 000111616 801-57184 Aperio Group, LLC N Stephanie Weir 614-398-3783 /s/ Stephanie Weir Columbus OH 07-24-2023 0 58 40467087 INFORMATION TABLE 2 fp0084229-15_13fhr-table.xml ABBOTT LABS COM 002824100 240389 2205 SH SOLE 0 0 2205 ABBVIE INC COM 00287Y109 277274 2058 SH SOLE 0 0 2058 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 375075 4500 SH SOLE 0 0 4500 ALPHABET INC CAP STK CL C 02079K107 23 0 SH SOLE 0 0 0 ALPHABET INC CAP STK CL A 02079K305 1216152 10160 SH SOLE 0 0 10160 ALPS ETF TR ALERIAN MLP 00162Q452 430251 10973 SH SOLE 0 0 10973 APPLE INC COM 037833100 5709761 29436 SH SOLE 0 0 29436 AUTOMATIC DATA PROCESSING IN COM 053015103 287289 1307 SH SOLE 0 0 1307 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2427968 7120 SH SOLE 0 0 7120 BOEING CO COM 097023105 642560 3043 SH SOLE 0 0 3043 CARDINAL HEALTH INC COM 14149Y108 295383 3123 SH SOLE 0 0 3123 CHEVRON CORP NEW COM 166764100 472074 3000 SH SOLE 0 0 3000 DISNEY WALT CO COM 254687106 2201501 24658 SH SOLE 0 0 24658 ENTERPRISE PRODS PARTNERS L COM 293792107 2719663 103213 SH SOLE 0 0 103213 EXXON MOBIL CORP COM 30231G102 303765 2832 SH SOLE 0 0 2832 FIRST COMWLTH FINL CORP PA COM 319829107 264132 20880 SH SOLE 0 0 20880 GREIF INC CL A 397624107 2627189 38136 SH SOLE 0 0 38136 HOME DEPOT INC COM 437076102 621280 2000 SH SOLE 0 0 2000 HUNTINGTON BANCSHARES INC COM 446150104 1503733 139493 SH SOLE 0 0 139493 INSTALLED BLDG PRODS INC COM 45780R101 482150 3440 SH SOLE 0 0 3440 INSULET CORP COM 45784P101 201838 700 SH SOLE 0 0 700 ISHARES TR S&P 500 GRWT ETF 464287309 170562 2420 SH SOLE 0 0 2420 ISHARES TR MSCI EAFE ETF 464287465 126730 1748 SH SOLE 0 0 1748 ISHARES TR RUS MDCP VAL ETF 464287473 29657 270 SH SOLE 0 0 270 ISHARES TR RUS MD CP GR ETF 464287481 9754 101 SH SOLE 0 0 101 ISHARES TR RUS 1000 VAL ETF 464287598 92488 586 SH SOLE 0 0 586 ISHARES TR S&P MC 400GR ETF 464287606 80700 1076 SH SOLE 0 0 1076 ISHARES TR RUS 2000 VAL ETF 464287630 66739 474 SH SOLE 0 0 474 ISHARES TR RUSSELL 2000 ETF 464287655 256747 1371 SH SOLE 0 0 1371 ISHARES TR S&P SML 600 GWT 464287887 126883 1104 SH SOLE 0 0 1104 JOHNSON & JOHNSON COM 478160104 428697 2590 SH SOLE 0 0 2590 KEURIG DR PEPPER INC COM 49271V100 579371 18528 SH SOLE 0 0 18528 KROGER CO COM 501044101 752020 16000 SH SOLE 0 0 16000 LINDE PLC SHS G54950103 762160 2000 SH SOLE 0 0 2000 MICROSOFT CORP COM 594918104 1619504 4756 SH SOLE 0 0 4756 NIKOLA CORP COM 654110105 34500 25000 SH SOLE 0 0 25000 NVIDIA CORPORATION COM 67066G104 546965 1293 SH SOLE 0 0 1293 PAYCHEX INC COM 704326107 3745184 33478 SH SOLE 0 0 33478 PNC FINL SVCS GROUP INC COM 693475105 251900 2000 SH SOLE 0 0 2000 PROCTER AND GAMBLE CO COM 742718109 787858 5192 SH SOLE 0 0 5192 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 640523 8546 SH SOLE 0 0 8546 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 8842 359 SH SOLE 0 0 359 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 13725 189 SH SOLE 0 0 189 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 13273 100 SH SOLE 0 0 100 SELECT SECTOR SPDR TR ENERGY 81369Y506 1772006 21831 SH SOLE 0 0 21831 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 4483 133 SH SOLE 0 0 133 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 24147 225 SH SOLE 0 0 225 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 18255 105 SH SOLE 0 0 105 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 7484 115 SH SOLE 0 0 115 SPDR S&P 500 ETF TR TR UNIT 78462F103 211690 478 SH SOLE 0 0 478 SPDR SER TR PRTFLO S&P500 VL 78464A508 76375 1768 SH SOLE 0 0 1768 SPDR SER TR S&P REGL BKG 78464A698 188635 4620 SH SOLE 0 0 4620 TC ENERGY CORP COM 87807B107 505731 12515 SH SOLE 0 0 12515 VANGUARD INDEX FDS SM CP VAL ETF 922908611 449888 2720 SH SOLE 0 0 2720 VANGUARD INDEX FDS TOTAL STK MKT 922908769 391697 1778 SH SOLE 0 0 1778 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 1661546 17133 SH SOLE 0 0 17133 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 22903 563 SH SOLE 0 0 563 VERIZON COMMUNICATIONS INC COM 92343V104 688015 18500 SH SOLE 0 0 18500