Windle Wealth, LLC
- SEC CIK
- 0001963452
- Latest filing
- Jul 30, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 6, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 31
- −1 vs. Q4 2024
- Portfolio value
- $194.2M
- +$13.3M (+7.4%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TSLATesla, Inc. | Stock | 971 | $251.7K | 0.1% | +261+36.8% | Added | History |
| GOOGLAlphabet Inc. | Stock | 1,668 | $257.9K | 0.1% | +2+0.1% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 5,338 | $910.9K | 0.5% | 00.0% | Unchanged | History |
| HDHome Depot, Inc. | Stock | 2,622 | $961.0K | 0.5% | +16+0.6% | Added | History |
| COINCoinbase Global, Inc. | COM CL A | 8,268 | $1.42M | 0.7% | +400+5.1% | Added | History |
| MELIMercadolibre Inc | COM | 898 | $1.75M | 0.9% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 12,884 | $2.45M | 1.3% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 25,804 | $4.03M | 2.1% | +31+0.1% | Added | History |
| AVGOBroadcom Inc. | Stock | 30,208 | $5.06M | 2.6% | +30,208 | New | History |
| TROWPrice T Rowe Group Inc | Stock | 64,792 | $5.95M | 3.1% | +2,932+4.7% | Added | History |
| ITWIllinois Tool Works Inc | Stock | 27,720 | $6.87M | 3.5% | +934+3.5% | Added | History |
| MMM3M Co | Stock | 47,488 | $6.97M | 3.6% | −14,592−23.5% | Reduced | History |
| PEPPepsiCo Inc | Stock | 49,176 | $7.37M | 3.8% | +7,234+17.2% | Added | History |
| ORealty Income Corp | REIT | 130,469 | $7.57M | 3.9% | +6,812+5.5% | Added | History |
| CVXChevron Corp | Stock | 46,190 | $7.73M | 4.0% | +1,438+3.2% | Added | History |
| ULUnilever PLC | SPON ADR NEW | 129,967 | $7.74M | 4.0% | +1,096+0.9% | Added | History |
| MCDMcDonalds Corp | Stock | 25,537 | $7.98M | 4.1% | +669+2.7% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 67,259 | $8.00M | 4.1% | +6,018+9.8% | Added | History |
| JNJJohnson & Johnson | Stock | 48,524 | $8.05M | 4.1% | +2,868+6.3% | Added | History |
| SOSouthern Co | Stock | 88,894 | $8.17M | 4.2% | +593+0.7% | Added | History |
| MOAltria Group, Inc. | Stock | 137,993 | $8.28M | 4.3% | −8,246−5.6% | Reduced | History |
| VZVerizon Communications Inc | Stock | 183,890 | $8.34M | 4.3% | +13,888+8.2% | Added | History |
| KOCoca Cola Co | Stock | 116,758 | $8.36M | 4.3% | +3,620+3.2% | Added | History |
| MSFTMicrosoft Corp | Stock | 22,294 | $8.37M | 4.3% | +1,038+4.9% | Added | History |
| PGProcter & Gamble Co | Stock | 49,208 | $8.39M | 4.3% | +1,423+3.0% | Added | History |
| EDConsolidated Edison Inc | Stock | 77,098 | $8.53M | 4.4% | +4,530+6.2% | Added | History |
| WELLWelltower Inc. | REIT | 56,250 | $8.62M | 4.4% | −8,898−13.7% | Reduced | History |
| NVDANVIDIA Corp | Stock | 80,185 | $8.69M | 4.5% | 00.0% | Unchanged | History |
| ABBVAbbVie Inc. | Stock | 42,823 | $8.97M | 4.6% | +1,801+4.4% | Added | History |
| TAT&T Inc. | Stock | 320,121 | $9.05M | 4.7% | −39,029−10.9% | Reduced | History |
| AAPLApple Inc. | Stock | 40,777 | $9.06M | 4.7% | −2,558−5.9% | Reduced | History |
Sold out since Q4 2024 (2)
Positions held at the end of Q4 2024 that are gone from this filing.