Windle Wealth, LLC
- SEC CIK
- 0001963452
- Latest filing
- Jul 30, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 8, 2023. Long positions only.
- Positions
- 28
- No filing for Q3 2022
- Portfolio value
- $128.1M
- No filing for Q3 2022
Windle Wealth, LLC did not file a 13F for Q3 2022, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PANWPalo Alto Networks Inc | Stock | 4,269 | $595.7K | 0.5% | – | – | History |
| HDHome Depot, Inc. | Stock | 2,024 | $639.2K | 0.5% | – | – | History |
| MELIMercadolibre Inc | COM | 898 | $759.9K | 0.6% | – | – | History |
| AMZNAmazon Com Inc | Stock | 12,504 | $1.05M | 0.8% | – | – | History |
| NVDANVIDIA Corp | Stock | 8,015 | $1.17M | 0.9% | – | – | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 18,965 | $1.43M | 1.1% | – | – | – |
| GOOGAlphabet Inc. | Stock | 22,580 | $2.00M | 1.6% | – | – | History |
| WELLWelltower Inc. | REIT | 72,788 | $4.77M | 3.7% | – | – | History |
| VZVerizon Communications Inc | Stock | 121,160 | $4.77M | 3.7% | – | – | History |
| MMM3M Co | Stock | 39,977 | $4.79M | 3.7% | – | – | History |
| TROWPrice T Rowe Group Inc | Stock | 44,533 | $4.86M | 3.8% | – | – | History |
| TAT&T Inc. | Stock | 282,020 | $5.19M | 4.1% | – | – | History |
| ORealty Income Corp | REIT | 82,017 | $5.20M | 4.1% | – | – | History |
| AAPLApple Inc. | Stock | 40,140 | $5.22M | 4.1% | – | – | History |
| MOAltria Group, Inc. | Stock | 120,951 | $5.53M | 4.3% | – | – | History |
| ULUnilever PLC | SPON ADR NEW | 114,109 | $5.75M | 4.5% | – | – | History |
| PEPPepsiCo Inc | Stock | 31,991 | $5.78M | 4.5% | – | – | History |
| MCDMcDonalds Corp | Stock | 22,142 | $5.84M | 4.6% | – | – | History |
| SOSouthern Co | Stock | 81,816 | $5.84M | 4.6% | – | – | History |
| JNJJohnson & Johnson | Stock | 33,227 | $5.87M | 4.6% | – | – | History |
| EDConsolidated Edison Inc | Stock | 62,841 | $5.99M | 4.7% | – | – | History |
| KOCoca Cola Co | Stock | 94,240 | $5.99M | 4.7% | – | – | History |
| ITWIllinois Tool Works Inc | Stock | 27,219 | $6.00M | 4.7% | – | – | History |
| MSFTMicrosoft Corp | Stock | 25,221 | $6.05M | 4.7% | – | – | History |
| ABBVAbbVie Inc. | Stock | 39,520 | $6.39M | 5.0% | – | – | History |
| PGProcter & Gamble Co | Stock | 45,057 | $6.83M | 5.3% | – | – | History |
| CVXChevron Corp | Stock | 38,214 | $6.86M | 5.4% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 63,016 | $6.95M | 5.4% | – | – | History |