0001398344-24-009086.txt : 20240509 0001398344-24-009086.hdr.sgml : 20240509 20240509160312 ACCESSION NUMBER: 0001398344-24-009086 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240509 DATE AS OF CHANGE: 20240509 EFFECTIVENESS DATE: 20240509 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Windsor Advisory Group, LLC CENTRAL INDEX KEY: 0001739953 ORGANIZATION NAME: IRS NUMBER: 371436845 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23290 FILM NUMBER: 24930340 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 03-31-2024 03-31-2024 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 05-09-2024 0 50 35496365 INFORMATION TABLE 2 fp0087852-12_13fhr-table.xml ABBOTT LABS COM 002824100 257895 2269 SH SOLE 0 0 2269 ABBVIE INC COM 00287Y109 321589 1766 SH SOLE 0 0 1766 ALPS ETF TR ALERIAN MLP 00162Q452 450870 9500 SH SOLE 0 0 9500 APPLE INC COM 037833100 683877 3988 SH SOLE 0 0 3988 AUTOMATIC DATA PROCESSING IN COM 053015103 245771 984 SH SOLE 0 0 984 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3309552 7870 SH SOLE 0 0 7870 CARDINAL HEALTH INC COM 14149Y108 356961 3190 SH SOLE 0 0 3190 CF BANKSHARES INC COM 12520L109 399400 20000 SH SOLE 0 0 20000 DEXCOM INC COM 252131107 203057 1464 SH SOLE 0 0 1464 DISNEY WALT CO COM 254687106 2930443 23949 SH SOLE 0 0 23949 ENTERPRISE PRODS PARTNERS L COM 293792107 3011755 103213 SH SOLE 0 0 103213 FASTENAL CO COM 311900104 220775 2862 SH SOLE 0 0 2862 FIRST COMWLTH FINL CORP PA COM 319829107 290650 20880 SH SOLE 0 0 20880 GREIF INC CL A 397624107 1837490 26611 SH SOLE 0 0 26611 HUNTINGTON BANCSHARES INC COM 446150104 1477277 105898 SH SOLE 0 0 105898 INSTALLED BLDG PRODS INC COM 45780R101 890031 3440 SH SOLE 0 0 3440 ISHARES TR SELECT DIVID ETF 464287168 6652 54 SH SOLE 0 0 54 ISHARES TR MSCI EMG MKT ETF 464287234 1479 36 SH SOLE 0 0 36 ISHARES TR S&P 500 GRWT ETF 464287309 204345 2420 SH SOLE 0 0 2420 ISHARES TR MSCI EAFE ETF 464287465 114224 1430 SH SOLE 0 0 1430 ISHARES TR RUS MDCP VAL ETF 464287473 33839 270 SH SOLE 0 0 270 ISHARES TR RUS MD CP GR ETF 464287481 11573 101 SH SOLE 0 0 101 ISHARES TR RUS 1000 VAL ETF 464287598 104958 586 SH SOLE 0 0 586 ISHARES TR S&P MC 400GR ETF 464287606 98185 1076 SH SOLE 0 0 1076 ISHARES TR RUS 2000 VAL ETF 464287630 75276 474 SH SOLE 0 0 474 ISHARES TR RUSSELL 2000 ETF 464287655 290685 1382 SH SOLE 0 0 1382 ISHARES TR S&P SML 600 GWT 464287887 144326 1104 SH SOLE 0 0 1104 ISHARES TR MSCI ACWI ETF 464288257 19648 178 SH SOLE 0 0 178 ISHARES TR INTL SEL DIV ETF 464288448 2075 74 SH SOLE 0 0 74 ISHARES TR ISHS 1-5YR INVS 464288646 858222 16736 SH SOLE 0 0 16736 ISHARES TR 10+ YR INVST GRD 464289511 297470 5775 SH SOLE 0 0 5775 KROGER CO COM 501044101 914447 16006 SH SOLE 0 0 16006 LINDE PLC SHS G54950103 934676 2013 SH SOLE 0 0 2013 MICROSOFT CORP COM 594918104 1008400 2397 SH SOLE 0 0 2397 NIKOLA CORP COM 654110105 26000 25000 SH SOLE 0 0 25000 NVIDIA CORPORATION COM 67066G104 1171961 1297 SH SOLE 0 0 1297 PAYCHEX INC COM 704326107 4368733 35576 SH SOLE 0 0 35576 PNC FINL SVCS GROUP INC COM 693475105 332896 2060 SH SOLE 0 0 2060 PROCTER AND GAMBLE CO COM 742718109 622126 3834 SH SOLE 0 0 3834 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 792385 8546 SH SOLE 0 0 8546 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 9065 359 SH SOLE 0 0 359 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 15239 189 SH SOLE 0 0 189 SELECT SECTOR SPDR TR ENERGY 81369Y506 1493944 15824 SH SOLE 0 0 15824 SPDR S&P 500 ETF TR TR UNIT 78462F103 344609 659 SH SOLE 0 0 659 TC ENERGY CORP COM 87807B107 515806 12831 SH SOLE 0 0 12831 VANGUARD INDEX FDS SM CP VAL ETF 922908611 521914 2720 SH SOLE 0 0 2720 VANGUARD INDEX FDS VALUE ETF 922908744 2769 17 SH SOLE 0 0 17 VANGUARD INDEX FDS TOTAL STK MKT 922908769 474998 1828 SH SOLE 0 0 1828 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 2270540 20548 SH SOLE 0 0 20548 VERIZON COMMUNICATIONS INC COM 92343V104 525507 12524 SH SOLE 0 0 12524