Windle Wealth, LLC
- SEC CIK
- 0001963452
- Latest filing
- Jul 30, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 8, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 28
- 0 vs. Q3 2023
- Portfolio value
- $142.6M
- +$8.49M (+6.3%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PANWPalo Alto Networks Inc | Stock | 2,669 | $787.0K | 0.6% | 00.0% | Unchanged | History |
| HDHome Depot, Inc. | Stock | 2,621 | $908.3K | 0.6% | +4+0.2% | Added | History |
| COINCoinbase Global, Inc. | COM CL A | 5,265 | $915.7K | 0.6% | +29+0.6% | Added | History |
| MELIMercadolibre Inc | COM | 898 | $1.41M | 1.0% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 12,428 | $1.89M | 1.3% | −76−0.6% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 22,580 | $3.18M | 2.2% | 00.0% | Unchanged | History |
| NVDANVIDIA Corp | Stock | 8,016 | $3.97M | 2.8% | 00.0% | Unchanged | History |
| MOAltria Group, Inc. | Stock | 138,045 | $5.57M | 3.9% | +3,117+2.3% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 55,824 | $5.58M | 3.9% | −144−0.3% | Reduced | History |
| CVXChevron Corp | Stock | 37,669 | $5.62M | 3.9% | −508−1.3% | Reduced | History |
| ULUnilever PLC | SPON ADR NEW | 119,608 | $5.80M | 4.1% | +61+0.1% | Added | History |
| PEPPepsiCo Inc | Stock | 34,250 | $5.82M | 4.1% | +285+0.8% | Added | History |
| JNJJohnson & Johnson | Stock | 37,202 | $5.83M | 4.1% | +1,266+3.5% | Added | History |
| TROWPrice T Rowe Group Inc | Stock | 54,347 | $5.85M | 4.1% | +5,588+11.5% | Added | History |
| KOCoca Cola Co | Stock | 101,651 | $5.99M | 4.2% | +1,755+1.8% | Added | History |
| ORealty Income Corp | REIT | 104,842 | $6.02M | 4.2% | +6,909+7.1% | Added | History |
| EDConsolidated Edison Inc | Stock | 66,636 | $6.06M | 4.3% | −728−1.1% | Reduced | History |
| SOSouthern Co | Stock | 86,519 | $6.07M | 4.3% | −1,373−1.6% | Reduced | History |
| VZVerizon Communications Inc | Stock | 164,242 | $6.19M | 4.3% | +1,270+0.8% | Added | History |
| ABBVAbbVie Inc. | Stock | 40,309 | $6.25M | 4.4% | −1,570−3.7% | Reduced | History |
| TAT&T Inc. | Stock | 373,501 | $6.27M | 4.4% | −3,609−1.0% | Reduced | History |
| MMM3M Co | Stock | 57,543 | $6.29M | 4.4% | +4,202+7.9% | Added | History |
| MCDMcDonalds Corp | Stock | 21,338 | $6.33M | 4.4% | −869−3.9% | Reduced | History |
| WELLWelltower Inc. | REIT | 70,708 | $6.38M | 4.5% | −4,781−6.3% | Reduced | History |
| ITWIllinois Tool Works Inc | Stock | 24,631 | $6.45M | 4.5% | −817−3.2% | Reduced | History |
| PGProcter & Gamble Co | Stock | 45,018 | $6.60M | 4.6% | −732−1.6% | Reduced | History |
| AAPLApple Inc. | Stock | 35,390 | $6.81M | 4.8% | −1,487−4.0% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 20,654 | $7.77M | 5.4% | −1,653−7.4% | Reduced | History |