0001398344-23-011995.txt : 20230613 0001398344-23-011995.hdr.sgml : 20230613 20230613132520 ACCESSION NUMBER: 0001398344-23-011995 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230613 DATE AS OF CHANGE: 20230613 EFFECTIVENESS DATE: 20230613 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: 231010866 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 03-31-2023 03-31-2023 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 06-13-2023 0 69 41779841 INFORMATION TABLE 2 fp0083784-2_13fhr-table.xml ABBOTT LABS COM 002824100 223278 2205 SH SOLE 0 0 2205 ABBVIE INC COM 00287Y109 327983 2058 SH SOLE 0 0 2058 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 459810 4500 SH SOLE 0 0 4500 ALPHABET INC CAP STK CL C 02079K107 20 0 SH SOLE 0 0 0 ALPHABET INC CAP STK CL A 02079K305 1053897 10160 SH SOLE 0 0 10160 ALPS ETF TR ALERIAN MLP 00162Q452 443084 11464 SH SOLE 0 0 11464 APPLE INC COM 037833100 4876042 29570 SH SOLE 0 0 29570 AUTOMATIC DATA PROCESSING IN COM 053015103 291001 1307 SH SOLE 0 0 1307 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2200339 7126 SH SOLE 0 0 7126 BOEING CO COM 097023105 646424 3043 SH SOLE 0 0 3043 CARDINAL HEALTH INC COM 14149Y108 235816 3123 SH SOLE 0 0 3123 CHEVRON CORP NEW COM 166764100 489505 3000 SH SOLE 0 0 3000 DISNEY WALT CO COM 254687106 2493376 24901 SH SOLE 0 0 24901 ENTERPRISE PRODS PARTNERS L COM 293792107 2673217 103213 SH SOLE 0 0 103213 EXXON MOBIL CORP COM 30231G102 310590 2832 SH SOLE 0 0 2832 FIRST COMWLTH FINL CORP PA COM 319829107 259538 20880 SH SOLE 0 0 20880 GREIF INC CL A 397624107 2416678 38136 SH SOLE 0 0 38136 HOME DEPOT INC COM 437076102 590240 2000 SH SOLE 0 0 2000 HUNTINGTON BANCSHARES INC COM 446150104 1541880 137668 SH SOLE 0 0 137668 INSTALLED BLDG PRODS INC COM 45780R101 270593 2373 SH SOLE 0 0 2373 INSULET CORP COM 45784P101 223272 700 SH SOLE 0 0 700 ISHARES INC MSCI GBL MIN VOL 464286525 227117 2347 SH SOLE 0 0 2347 ISHARES TR SELECT DIVID ETF 464287168 10056 86 SH SOLE 0 0 86 ISHARES TR TIPS BD ETF 464287176 11025 100 SH SOLE 0 0 100 ISHARES TR IBOXX INV CP ETF 464287242 32883 300 SH SOLE 0 0 300 ISHARES TR S&P 500 GRWT ETF 464287309 154614 2420 SH SOLE 0 0 2420 ISHARES TR MSCI EAFE ETF 464287465 121226 1695 SH SOLE 0 0 1695 ISHARES TR RUS MDCP VAL ETF 464287473 28674 270 SH SOLE 0 0 270 ISHARES TR RUS MD CP GR ETF 464287481 9183 101 SH SOLE 0 0 101 ISHARES TR CORE S&P MCP ETF 464287507 13872 55 SH SOLE 0 0 55 ISHARES TR RUS 1000 VAL ETF 464287598 89224 586 SH SOLE 0 0 586 ISHARES TR S&P MC 400GR ETF 464287606 76945 1076 SH SOLE 0 0 1076 ISHARES TR RUS 2000 VAL ETF 464287630 64947 474 SH SOLE 0 0 474 ISHARES TR RUSSELL 2000 ETF 464287655 278304 1560 SH SOLE 0 0 1560 ISHARES TR CORE S&P SCP ETF 464287804 70148 725 SH SOLE 0 0 725 ISHARES TR S&P SML 600 GWT 464287887 121374 1104 SH SOLE 0 0 1104 ISHARES TR MSCI USA QLT FCT 46432F339 264507 2132 SH SOLE 0 0 2132 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 314059 5752 SH SOLE 0 0 5752 JOHNSON & JOHNSON COM 478160104 416950 2690 SH SOLE 0 0 2690 KEURIG DR PEPPER INC COM 49271V100 653668 18528 SH SOLE 0 0 18528 KROGER CO COM 501044101 789940 16000 SH SOLE 0 0 16000 LINDE PLC SHS G54950103 710880 2000 SH SOLE 0 0 2000 MICROSOFT CORP COM 594918104 1388067 4815 SH SOLE 0 0 4815 NIKOLA CORP COM 654110105 30250 25000 SH SOLE 0 0 25000 NVIDIA CORPORATION COM 67066G104 359157 1293 SH SOLE 0 0 1293 PAYCHEX INC COM 704326107 3836244 33478 SH SOLE 0 0 33478 PNC FINL SVCS GROUP INC COM 693475105 254200 2000 SH SOLE 0 0 2000 PROCTER AND GAMBLE CO COM 742718109 772022 5192 SH SOLE 0 0 5192 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 556943 8546 SH SOLE 0 0 8546 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 14540 593 SH SOLE 0 0 593 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 13827 189 SH SOLE 0 0 189 SELECT SECTOR SPDR TR ENERGY 81369Y506 2210701 26690 SH SOLE 0 0 26690 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 16075 500 SH SOLE 0 0 500 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 2579 69 SH SOLE 0 0 69 SPDR S&P 500 ETF TR TR UNIT 78462F103 229044 559 SH SOLE 0 0 559 SPDR SER TR PRTFLO S&P500 VL 78464A508 97733 2400 SH SOLE 0 0 2400 SPDR SER TR S&P REGL BKG 78464A698 202633 4620 SH SOLE 0 0 4620 SPDR SER TR S&P DIVID ETF 78464A763 15531 126 SH SOLE 0 0 126 TC ENERGY CORP COM 87807B107 486959 12515 SH SOLE 0 0 12515 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 1384368 28115 SH SOLE 0 0 28115 VANGUARD INDEX FDS SM CP VAL ETF 922908611 431827 2720 SH SOLE 0 0 2720 VANGUARD INDEX FDS TOTAL STK MKT 922908769 362908 1778 SH SOLE 0 0 1778 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 1557156 16909 SH SOLE 0 0 16909 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 5347 100 SH SOLE 0 0 100 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 22745 563 SH SOLE 0 0 563 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 54298 215 SH SOLE 0 0 215 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 257479 1080 SH SOLE 0 0 1080 VANGUARD WORLD FDS INF TECH ETF 92204A702 11564 30 SH SOLE 0 0 30 VERIZON COMMUNICATIONS INC COM 92343V104 719465 18500 SH SOLE 0 0 18500