Windle Wealth, LLC
- SEC CIK
- 0001963452
- Latest filing
- Jul 30, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed Apr 30, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 29
- +1 vs. Q4 2023
- Portfolio value
- $157.0M
- +$14.4M (+10.1%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 19,968 | $8.40M | 5.4% | −686−3.3% | Reduced | History |
| PGProcter & Gamble Co | Stock | 45,710 | $7.42M | 4.7% | +692+1.5% | Added | History |
| NVDANVIDIA Corp | Stock | 8,017 | $7.24M | 4.6% | +10.0% | Added | History |
| ABBVAbbVie Inc. | Stock | 38,982 | $7.10M | 4.5% | −1,327−3.3% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 59,999 | $6.97M | 4.4% | +4,175+7.5% | Added | History |
| TROWPrice T Rowe Group Inc | Stock | 55,333 | $6.75M | 4.3% | +986+1.8% | Added | History |
| VZVerizon Communications Inc | Stock | 159,970 | $6.71M | 4.3% | −4,272−2.6% | Reduced | History |
| WELLWelltower Inc. | REIT | 71,676 | $6.70M | 4.3% | +968+1.4% | Added | History |
| ITWIllinois Tool Works Inc | Stock | 24,744 | $6.64M | 4.2% | +113+0.5% | Added | History |
| TAT&T Inc. | Stock | 367,685 | $6.47M | 4.1% | −5,816−1.6% | Reduced | History |
| SOSouthern Co | Stock | 90,191 | $6.47M | 4.1% | +3,672+4.2% | Added | History |
| MMM3M Co | COM SHS | 60,847 | $6.45M | 4.1% | +60,847 | New | History |
| MOAltria Group, Inc. | Stock | 147,429 | $6.43M | 4.1% | +9,384+6.8% | Added | History |
| AAPLApple Inc. | Stock | 37,089 | $6.36M | 4.1% | +1,699+4.8% | Added | History |
| KOCoca Cola Co | Stock | 103,413 | $6.33M | 4.0% | +1,762+1.7% | Added | History |
| CVXChevron Corp | Stock | 40,043 | $6.32M | 4.0% | +2,374+6.3% | Added | History |
| PEPPepsiCo Inc | Stock | 35,704 | $6.25M | 4.0% | +1,454+4.2% | Added | History |
| EDConsolidated Edison Inc | Stock | 68,213 | $6.19M | 3.9% | +1,577+2.4% | Added | History |
| MCDMcDonalds Corp | Stock | 21,656 | $6.11M | 3.9% | +318+1.5% | Added | History |
| ULUnilever PLC | SPON ADR NEW | 121,501 | $6.10M | 3.9% | +1,893+1.6% | Added | History |
| JNJJohnson & Johnson | Stock | 38,534 | $6.10M | 3.9% | +1,332+3.6% | Added | History |
| ORealty Income Corp | REIT | 109,083 | $5.90M | 3.8% | +4,241+4.0% | Added | History |
| GOOGAlphabet Inc. | Stock | 23,690 | $3.61M | 2.3% | +1,110+4.9% | Added | History |
| AMZNAmazon Com Inc | Stock | 12,428 | $2.24M | 1.4% | 00.0% | Unchanged | History |
| COINCoinbase Global, Inc. | COM CL A | 5,966 | $1.58M | 1.0% | +701+13.3% | Added | History |
| MELIMercadolibre Inc | COM | 898 | $1.36M | 0.9% | 00.0% | Unchanged | History |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 17,059 | $1.08M | 0.7% | +17,059 | New | History |
| HDHome Depot, Inc. | Stock | 2,559 | $981.8K | 0.6% | −62−2.4% | Reduced | History |
| PANWPalo Alto Networks Inc | Stock | 2,669 | $758.3K | 0.5% | 00.0% | Unchanged | History |
Sold out since Q4 2023 (1)
Positions held at the end of Q4 2023 that are gone from this filing.