Windle Wealth, LLC
- SEC CIK
- 0001963452
- Latest filing
- Jul 30, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 7, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 32
- 0 vs. Q3 2024
- Portfolio value
- $180.8M
- −$3.17M (−1.7%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ETHEGrayscale Ethereum Staking ETF | ETF | 8,047 | $225.5K | 0.1% | −12,389−60.6% | Reduced | History |
| TSLATesla, Inc. | Stock | 710 | $286.8K | 0.2% | +710 | New | History |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 4,225 | $312.7K | 0.2% | −6,701−61.3% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 1,666 | $315.3K | 0.2% | +1,666 | New | History |
| PANWPalo Alto Networks Inc | Stock | 5,338 | $971.3K | 0.5% | 00.0% | UnchangedConverted for a 2-for-1 split | History |
| HDHome Depot, Inc. | Stock | 2,606 | $1.01M | 0.6% | +14+0.5% | Added | History |
| MELIMercadolibre Inc | COM | 898 | $1.53M | 0.8% | 00.0% | Unchanged | History |
| COINCoinbase Global, Inc. | COM CL A | 7,868 | $1.95M | 1.1% | +996+14.5% | Added | History |
| AMZNAmazon Com Inc | Stock | 12,884 | $2.83M | 1.6% | +800+6.6% | Added | History |
| GOOGAlphabet Inc. | Stock | 25,773 | $4.91M | 2.7% | +26+0.1% | Added | History |
| PEPPepsiCo Inc | Stock | 41,942 | $6.38M | 3.5% | +3,484+9.1% | Added | History |
| EDConsolidated Edison Inc | Stock | 72,568 | $6.48M | 3.6% | +3,443+5.0% | Added | History |
| CVXChevron Corp | Stock | 44,752 | $6.48M | 3.6% | +824+1.9% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 61,241 | $6.59M | 3.6% | +2,315+3.9% | Added | History |
| JNJJohnson & Johnson | Stock | 45,656 | $6.60M | 3.7% | +2,580+6.0% | Added | History |
| ORealty Income Corp | REIT | 123,657 | $6.60M | 3.7% | +7,191+6.2% | Added | History |
| ITWIllinois Tool Works Inc | Stock | 26,786 | $6.79M | 3.8% | +693+2.7% | Added | History |
| VZVerizon Communications Inc | Stock | 170,002 | $6.80M | 3.8% | +7,071+4.3% | Added | History |
| TROWPrice T Rowe Group Inc | Stock | 61,860 | $7.00M | 3.9% | −515−0.8% | Reduced | History |
| KOCoca Cola Co | Stock | 113,138 | $7.04M | 3.9% | +7,346+6.9% | Added | History |
| MCDMcDonalds Corp | Stock | 24,868 | $7.21M | 4.0% | +484+2.0% | Added | History |
| SOSouthern Co | Stock | 88,301 | $7.27M | 4.0% | +1,642+1.9% | Added | History |
| ABBVAbbVie Inc. | Stock | 41,022 | $7.29M | 4.0% | +1,854+4.7% | Added | History |
| ULUnilever PLC | SPON ADR NEW | 128,871 | $7.31M | 4.0% | +781+0.6% | Added | History |
| MOAltria Group, Inc. | Stock | 146,239 | $7.65M | 4.2% | +1,059+0.7% | Added | History |
| PGProcter & Gamble Co | Stock | 47,785 | $8.01M | 4.4% | +1,583+3.4% | Added | History |
| MMM3M Co | Stock | 62,080 | $8.01M | 4.4% | +211+0.3% | Added | History |
| TAT&T Inc. | Stock | 359,150 | $8.18M | 4.5% | −18,232−4.8% | Reduced | History |
| WELLWelltower Inc. | REIT | 65,148 | $8.21M | 4.5% | −4,023−5.8% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 21,256 | $8.96M | 5.0% | +908+4.5% | Added | History |
| NVDANVIDIA Corp | Stock | 80,185 | $10.8M | 6.0% | +130.0% | Added | History |
| AAPLApple Inc. | Stock | 43,335 | $10.9M | 6.0% | −101−0.2% | Reduced | History |
Sold out since Q3 2024 (2)
Positions held at the end of Q3 2024 that are gone from this filing.