Windle Wealth, LLC
- SEC CIK
- 0001963452
- Latest filing
- Jul 30, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 9, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 29
- +1 vs. Q4 2022
- Portfolio value
- $134.9M
- +$6.77M (+5.3%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| COINCoinbase Global, Inc. | COM CL A | 5,110 | $345.3K | 0.3% | +5,110 | New | History |
| HDHome Depot, Inc. | Stock | 2,090 | $616.8K | 0.5% | +66+3.3% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 4,269 | $852.7K | 0.6% | 00.0% | Unchanged | History |
| MELIMercadolibre Inc | COM | 898 | $1.18M | 0.9% | 00.0% | Unchanged | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 17,542 | $1.28M | 1.0% | −1,423−7.5% | Reduced | – |
| AMZNAmazon Com Inc | Stock | 12,504 | $1.29M | 1.0% | 00.0% | Unchanged | History |
| NVDANVIDIA Corp | Stock | 8,016 | $2.23M | 1.7% | +10.0% | Added | History |
| GOOGAlphabet Inc. | Stock | 22,580 | $2.35M | 1.7% | 00.0% | Unchanged | History |
| MMM3M Co | Stock | 45,688 | $4.80M | 3.6% | +5,711+14.3% | Added | History |
| TROWPrice T Rowe Group Inc | Stock | 46,098 | $5.20M | 3.9% | +1,565+3.5% | Added | History |
| VZVerizon Communications Inc | Stock | 135,652 | $5.28M | 3.9% | +14,492+12.0% | Added | History |
| JNJJohnson & Johnson | Stock | 34,065 | $5.28M | 3.9% | +838+2.5% | Added | History |
| ORealty Income Corp | REIT | 84,252 | $5.33M | 4.0% | +2,235+2.7% | Added | History |
| WELLWelltower Inc. | REIT | 75,723 | $5.43M | 4.0% | +2,935+4.0% | Added | History |
| MOAltria Group, Inc. | Stock | 123,510 | $5.51M | 4.1% | +2,559+2.1% | Added | History |
| TAT&T Inc. | Stock | 287,910 | $5.54M | 4.1% | +5,890+2.1% | Added | History |
| SOSouthern Co | Stock | 84,462 | $5.88M | 4.4% | +2,646+3.2% | Added | History |
| KOCoca Cola Co | Stock | 96,021 | $5.96M | 4.4% | +1,781+1.9% | Added | History |
| PEPPepsiCo Inc | Stock | 32,782 | $5.98M | 4.4% | +791+2.5% | Added | History |
| ULUnilever PLC | SPON ADR NEW | 116,100 | $6.03M | 4.5% | +1,991+1.7% | Added | History |
| ITWIllinois Tool Works Inc | Stock | 24,968 | $6.08M | 4.5% | −2,251−8.3% | Reduced | History |
| EDConsolidated Edison Inc | Stock | 64,087 | $6.13M | 4.5% | +1,246+2.0% | Added | History |
| CVXChevron Corp | Stock | 38,013 | $6.20M | 4.6% | −201−0.5% | Reduced | History |
| MCDMcDonalds Corp | Stock | 22,370 | $6.25M | 4.6% | +228+1.0% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 58,270 | $6.39M | 4.7% | −4,746−7.5% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 40,267 | $6.42M | 4.8% | +747+1.9% | Added | History |
| AAPLApple Inc. | Stock | 40,937 | $6.75M | 5.0% | +797+2.0% | Added | History |
| PGProcter & Gamble Co | Stock | 45,975 | $6.84M | 5.1% | +918+2.0% | Added | History |
| MSFTMicrosoft Corp | Stock | 25,871 | $7.46M | 5.5% | +650+2.6% | Added | History |