Windle Wealth, LLC
- SEC CIK
- 0001963452
- Latest filing
- Jul 30, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Jan 23, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 34
- +1 vs. Q3 2025
- Portfolio value
- $223.2M
- −$283.9K (−0.1%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MICCMagnum Ice Cream Co N.V. | ORD SHS | 14,296 | $226.6K | 0.1% | +14,296 | New | History |
| UNHUnitedHealth Group Inc | Stock | 713 | $235.5K | 0.1% | +4+0.6% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 900 | $273.5K | 0.1% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 1,672 | $523.4K | 0.2% | +1+0.1% | Added | History |
| TSLATesla, Inc. | Stock | 1,735 | $780.3K | 0.3% | +13+0.8% | Added | History |
| HDHome Depot, Inc. | Stock | 2,671 | $919.0K | 0.4% | +17+0.6% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 5,338 | $983.3K | 0.4% | 00.0% | Unchanged | History |
| MELIMercadolibre Inc | COM | 898 | $1.81M | 0.8% | 00.0% | Unchanged | History |
| COINCoinbase Global, Inc. | COM CL A | 9,569 | $2.16M | 1.0% | −10.0% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 12,889 | $2.98M | 1.3% | +50.0% | Added | History |
| TROWPrice T Rowe Group Inc | Stock | 69,513 | $7.12M | 3.2% | −37−0.1% | Reduced | History |
| ORealty Income Corp | REIT | 128,272 | $7.23M | 3.2% | +2,096+1.7% | Added | History |
| PEPPepsiCo Inc | Stock | 52,310 | $7.51M | 3.4% | +187+0.4% | Added | History |
| ITWIllinois Tool Works Inc | Stock | 31,012 | $7.64M | 3.4% | +1,300+4.4% | Added | History |
| MOAltria Group, Inc. | Stock | 136,968 | $7.90M | 3.5% | +1,022+0.8% | Added | History |
| SOSouthern Co | Stock | 90,918 | $7.93M | 3.6% | −340−0.4% | Reduced | History |
| ULUnilever PLC | SPON ADR NEW | 121,262 | $7.93M | 3.6% | +121,262 | New | History |
| VZVerizon Communications Inc | Stock | 196,458 | $8.00M | 3.6% | +16,937+9.4% | Added | History |
| TAT&T Inc. | Stock | 323,308 | $8.03M | 3.6% | +15,914+5.2% | Added | History |
| GOOGAlphabet Inc. | Stock | 25,874 | $8.12M | 3.6% | +18+0.1% | Added | History |
| MCDMcDonalds Corp | Stock | 26,644 | $8.14M | 3.6% | +349+1.3% | Added | History |
| EDConsolidated Edison Inc | Stock | 82,461 | $8.19M | 3.7% | +2,747+3.4% | Added | History |
| CVXChevron Corp | Stock | 54,358 | $8.28M | 3.7% | +2,205+4.2% | Added | History |
| MMM3M Co | Stock | 52,158 | $8.35M | 3.7% | +663+1.3% | Added | History |
| PGProcter & Gamble Co | Stock | 59,488 | $8.53M | 3.8% | +4,811+8.8% | Added | History |
| KOCoca Cola Co | Stock | 122,504 | $8.56M | 3.8% | +2,516+2.1% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 74,270 | $8.94M | 4.0% | +1,435+2.0% | Added | History |
| JNJJohnson & Johnson | Stock | 45,498 | $9.42M | 4.2% | −2,096−4.4% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 41,325 | $9.44M | 4.2% | −1,749−4.1% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 27,849 | $9.64M | 4.3% | −1,928−6.5% | Reduced | History |
| WELLWelltower Inc. | REIT | 53,381 | $9.91M | 4.4% | −2,659−4.7% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 22,324 | $10.8M | 4.8% | −127−0.6% | Reduced | History |
| AAPLApple Inc. | Stock | 41,963 | $11.4M | 5.1% | −1,317−3.0% | Reduced | History |
| NVDANVIDIA Corp | Stock | 82,208 | $15.3M | 6.9% | +110.0% | Added | History |
Sold out since Q3 2025 (1)
Positions held at the end of Q3 2025 that are gone from this filing.