Windle Wealth, LLC
- SEC CIK
- 0001963452
- Latest filing
- Jul 30, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Jul 23, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 33
- +2 vs. Q1 2025
- Portfolio value
- $204.6M
- +$10.4M (+5.3%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 900 | $203.8K | 0.1% | +900 | New | History |
| UNHUnitedHealth Group Inc | Stock | 704 | $219.7K | 0.1% | +704 | New | History |
| GOOGLAlphabet Inc. | Stock | 1,670 | $294.2K | 0.1% | +2+0.1% | Added | History |
| TSLATesla, Inc. | Stock | 1,722 | $547.1K | 0.3% | +751+77.3% | Added | History |
| HDHome Depot, Inc. | Stock | 2,640 | $967.8K | 0.5% | +18+0.7% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 5,338 | $1.09M | 0.5% | 00.0% | Unchanged | History |
| MELIMercadolibre Inc | COM | 898 | $2.35M | 1.1% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 12,884 | $2.83M | 1.4% | 00.0% | Unchanged | History |
| COINCoinbase Global, Inc. | COM CL A | 9,568 | $3.35M | 1.6% | +1,300+15.7% | Added | History |
| GOOGAlphabet Inc. | Stock | 25,834 | $4.58M | 2.2% | +30+0.1% | Added | History |
| PEPPepsiCo Inc | Stock | 51,609 | $6.81M | 3.3% | +2,433+4.9% | Added | History |
| TROWPrice T Rowe Group Inc | Stock | 73,624 | $7.10M | 3.5% | +8,832+13.6% | Added | History |
| ITWIllinois Tool Works Inc | Stock | 28,793 | $7.12M | 3.5% | +1,073+3.9% | Added | History |
| CVXChevron Corp | Stock | 50,642 | $7.25M | 3.5% | +4,452+9.6% | Added | History |
| JNJJohnson & Johnson | Stock | 47,822 | $7.30M | 3.6% | −702−1.4% | Reduced | History |
| ORealty Income Corp | REIT | 127,968 | $7.37M | 3.6% | −2,501−1.9% | Reduced | History |
| MMM3M Co | Stock | 49,211 | $7.49M | 3.7% | +1,723+3.6% | Added | History |
| MCDMcDonalds Corp | Stock | 25,775 | $7.53M | 3.7% | +238+0.9% | Added | History |
| EDConsolidated Edison Inc | Stock | 76,135 | $7.64M | 3.7% | −963−1.2% | Reduced | History |
| VZVerizon Communications Inc | Stock | 177,587 | $7.68M | 3.8% | −6,303−3.4% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 71,311 | $7.69M | 3.8% | +4,052+6.0% | Added | History |
| ULUnilever PLC | SPON ADR NEW | 128,326 | $7.85M | 3.8% | −1,641−1.3% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 42,688 | $7.92M | 3.9% | −135−0.3% | Reduced | History |
| PGProcter & Gamble Co | Stock | 49,826 | $7.94M | 3.9% | +618+1.3% | Added | History |
| MOAltria Group, Inc. | Stock | 135,958 | $7.97M | 3.9% | −2,035−1.5% | Reduced | History |
| KOCoca Cola Co | Stock | 116,664 | $8.25M | 4.0% | −94−0.1% | Reduced | History |
| SOSouthern Co | Stock | 89,931 | $8.26M | 4.0% | +1,037+1.2% | Added | History |
| AVGOBroadcom Inc. | Stock | 30,575 | $8.43M | 4.1% | +367+1.2% | Added | History |
| WELLWelltower Inc. | REIT | 56,041 | $8.62M | 4.2% | −209−0.4% | Reduced | History |
| AAPLApple Inc. | Stock | 43,016 | $8.83M | 4.3% | +2,239+5.5% | Added | History |
| TAT&T Inc. | Stock | 306,999 | $8.88M | 4.3% | −13,122−4.1% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 22,479 | $11.2M | 5.5% | +185+0.8% | Added | History |
| NVDANVIDIA Corp | Stock | 82,192 | $13.0M | 6.3% | +2,007+2.5% | Added | History |