Windle Wealth, LLC
- SEC CIK
- 0001963452
- Latest filing
- Jul 30, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 13, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 29
- 0 vs. Q1 2024
- Portfolio value
- $164.0M
- +$7.01M (+4.5%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GBTCGrayscale Bitcoin Trust ETF | ETF | 13,679 | $728.3K | 0.4% | −3,380−19.8% | Reduced | History |
| HDHome Depot, Inc. | Stock | 2,576 | $886.8K | 0.5% | +17+0.7% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 2,669 | $904.8K | 0.6% | 00.0% | Unchanged | History |
| MELIMercadolibre Inc | COM | 898 | $1.48M | 0.9% | 00.0% | Unchanged | History |
| COINCoinbase Global, Inc. | COM CL A | 6,714 | $1.49M | 0.9% | +748+12.5% | Added | History |
| AMZNAmazon Com Inc | Stock | 12,428 | $2.40M | 1.5% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 23,717 | $4.35M | 2.7% | +27+0.1% | Added | History |
| MCDMcDonalds Corp | Stock | 23,206 | $5.91M | 3.6% | +1,550+7.2% | Added | History |
| ITWIllinois Tool Works Inc | Stock | 25,242 | $5.98M | 3.6% | +498+2.0% | Added | History |
| JNJJohnson & Johnson | Stock | 41,537 | $6.07M | 3.7% | +3,003+7.8% | Added | History |
| PEPPepsiCo Inc | Stock | 36,819 | $6.07M | 3.7% | +1,115+3.1% | Added | History |
| ORealty Income Corp | REIT | 115,140 | $6.08M | 3.7% | +6,057+5.6% | Added | History |
| EDConsolidated Edison Inc | Stock | 68,029 | $6.08M | 3.7% | −184−0.3% | Reduced | History |
| CVXChevron Corp | Stock | 39,077 | $6.11M | 3.7% | −966−2.4% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 54,254 | $6.25M | 3.8% | −5,745−9.6% | Reduced | History |
| VZVerizon Communications Inc | Stock | 155,753 | $6.42M | 3.9% | −4,217−2.6% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 38,376 | $6.58M | 4.0% | −606−1.6% | Reduced | History |
| TROWPrice T Rowe Group Inc | Stock | 57,159 | $6.59M | 4.0% | +1,826+3.3% | Added | History |
| KOCoca Cola Co | Stock | 103,942 | $6.62M | 4.0% | +529+0.5% | Added | History |
| MMM3M Co | Stock | 65,247 | $6.67M | 4.1% | +4,400+7.2% | Added | History |
| MOAltria Group, Inc. | Stock | 148,727 | $6.77M | 4.1% | +1,298+0.9% | Added | History |
| SOSouthern Co | Stock | 87,518 | $6.79M | 4.1% | −2,673−3.0% | Reduced | History |
| ULUnilever PLC | SPON ADR NEW | 128,310 | $7.06M | 4.3% | +6,809+5.6% | Added | History |
| TAT&T Inc. | Stock | 369,905 | $7.07M | 4.3% | +2,220+0.6% | Added | History |
| WELLWelltower Inc. | REIT | 68,859 | $7.18M | 4.4% | −2,817−3.9% | Reduced | History |
| PGProcter & Gamble Co | Stock | 44,854 | $7.40M | 4.5% | −856−1.9% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 19,609 | $8.76M | 5.3% | −359−1.8% | Reduced | History |
| AAPLApple Inc. | Stock | 44,634 | $9.40M | 5.7% | +7,545+20.3% | Added | History |
| NVDANVIDIA Corp | Stock | 80,172 | $9.90M | 6.0% | 00.0% | UnchangedConverted for a 10-for-1 split | History |