Windle Wealth, LLC
- SEC CIK
- 0001963452
- Latest filing
- Jul 30, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 6, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 33
- 0 vs. Q2 2025
- Portfolio value
- $223.5M
- +$19.0M (+9.3%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| UNHUnitedHealth Group Inc | Stock | 709 | $244.7K | 0.1% | +5+0.7% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 900 | $251.4K | 0.1% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 1,671 | $406.2K | 0.2% | +1+0.1% | Added | History |
| TSLATesla, Inc. | Stock | 1,722 | $766.0K | 0.3% | 00.0% | Unchanged | History |
| HDHome Depot, Inc. | Stock | 2,654 | $1.08M | 0.5% | +14+0.5% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 5,338 | $1.09M | 0.5% | 00.0% | Unchanged | History |
| MELIMercadolibre Inc | COM | 898 | $2.10M | 0.9% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 12,884 | $2.83M | 1.3% | 00.0% | Unchanged | History |
| COINCoinbase Global, Inc. | COM CL A | 9,570 | $3.23M | 1.4% | +20.0% | Added | History |
| GOOGAlphabet Inc. | Stock | 25,856 | $6.30M | 2.8% | +22+0.1% | Added | History |
| TROWPrice T Rowe Group Inc | Stock | 69,550 | $7.14M | 3.2% | −4,074−5.5% | Reduced | History |
| PEPPepsiCo Inc | Stock | 52,123 | $7.32M | 3.3% | +514+1.0% | Added | History |
| ORealty Income Corp | REIT | 126,176 | $7.67M | 3.4% | −1,792−1.4% | Reduced | History |
| ITWIllinois Tool Works Inc | Stock | 29,712 | $7.75M | 3.5% | +919+3.2% | Added | History |
| VZVerizon Communications Inc | Stock | 179,521 | $7.89M | 3.5% | +1,934+1.1% | Added | History |
| ULUnilever PLC | SPON ADR NEW | 133,188 | $7.90M | 3.5% | +4,862+3.8% | Added | History |
| KOCoca Cola Co | Stock | 119,988 | $7.96M | 3.6% | +3,324+2.8% | Added | History |
| MCDMcDonalds Corp | Stock | 26,295 | $7.99M | 3.6% | +520+2.0% | Added | History |
| MMM3M Co | Stock | 51,495 | $7.99M | 3.6% | +2,284+4.6% | Added | History |
| EDConsolidated Edison Inc | Stock | 79,714 | $8.01M | 3.6% | +3,579+4.7% | Added | History |
| CVXChevron Corp | Stock | 52,153 | $8.10M | 3.6% | +1,511+3.0% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 72,835 | $8.21M | 3.7% | +1,524+2.1% | Added | History |
| PGProcter & Gamble Co | Stock | 54,677 | $8.40M | 3.8% | +4,851+9.7% | Added | History |
| SOSouthern Co | Stock | 91,258 | $8.65M | 3.9% | +1,327+1.5% | Added | History |
| TAT&T Inc. | Stock | 307,394 | $8.68M | 3.9% | +395+0.1% | Added | History |
| JNJJohnson & Johnson | Stock | 47,594 | $8.82M | 3.9% | −228−0.5% | Reduced | History |
| MOAltria Group, Inc. | Stock | 135,946 | $8.98M | 4.0% | −120.0% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 29,777 | $9.82M | 4.4% | −798−2.6% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 43,074 | $9.97M | 4.5% | +386+0.9% | Added | History |
| WELLWelltower Inc. | REIT | 56,040 | $9.98M | 4.5% | −10.0% | Reduced | History |
| AAPLApple Inc. | Stock | 43,280 | $11.0M | 4.9% | +264+0.6% | Added | History |
| MSFTMicrosoft Corp | Stock | 22,451 | $11.6M | 5.2% | −28−0.1% | Reduced | History |
| NVDANVIDIA Corp | Stock | 82,197 | $15.3M | 6.9% | +50.0% | Added | History |