Windle Wealth
Latest statistics and disclosures from Windle Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, MSFT, AAPL, WELL, ABBV, and represent 25.92% of Windle Wealth's stock portfolio.
- Added to shares of these 10 stocks: PG, ED, MMM, UL, ITW, CVX, KO, XOM, MCD, SO.
- Reduced shares in these 7 stocks: TROW, AVGO, O, JNJ, MSFT, MO, WELL.
- Windle Wealth was a net buyer of stock by $2.4M.
- Windle Wealth has $224M in assets under management (AUM), dropping by 9.27%.
- Central Index Key (CIK): 0001963452
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Portfolio Holdings for Windle Wealth
Windle Wealth holds 33 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 6.9 | $15M | 82k | 186.58 |
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| Microsoft Corporation (MSFT) | 5.2 | $12M | 23k | 517.96 |
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| Apple (AAPL) | 4.9 | $11M | 43k | 254.63 |
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| Welltower Inc Com reit (WELL) | 4.5 | $10M | 56k | 178.14 |
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| Abbvie (ABBV) | 4.5 | $10M | 43k | 231.54 |
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| Broadcom (AVGO) | 4.4 | $9.8M | -2% | 30k | 329.91 |
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| Altria (MO) | 4.0 | $9.0M | 136k | 66.06 |
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| Johnson & Johnson (JNJ) | 3.9 | $8.8M | 48k | 185.42 |
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| At&t (T) | 3.9 | $8.7M | 307k | 28.24 |
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| Southern Company (SO) | 3.9 | $8.6M | 91k | 94.77 |
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| Procter & Gamble Company (PG) | 3.8 | $8.4M | +9% | 55k | 153.65 |
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| Exxon Mobil Corporation (XOM) | 3.7 | $8.2M | +2% | 73k | 112.75 |
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| Chevron Corporation (CVX) | 3.6 | $8.1M | +2% | 52k | 155.29 |
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| Consolidated Edison (ED) | 3.6 | $8.0M | +4% | 80k | 100.52 |
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| 3M Company (MMM) | 3.6 | $8.0M | +4% | 52k | 155.18 |
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| McDonald's Corporation (MCD) | 3.6 | $8.0M | +2% | 26k | 303.88 |
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| Coca-Cola Company (KO) | 3.6 | $8.0M | +2% | 120k | 66.32 |
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| Unilever Spon Adr New (UL) | 3.5 | $7.9M | +3% | 133k | 59.28 |
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| Verizon Communications (VZ) | 3.5 | $7.9M | 180k | 43.95 |
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| Illinois Tool Works (ITW) | 3.5 | $7.7M | +3% | 30k | 260.76 |
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| Realty Income (O) | 3.4 | $7.7M | 126k | 60.79 |
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| Pepsi (PEP) | 3.3 | $7.3M | 52k | 140.44 |
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| T. Rowe Price (TROW) | 3.2 | $7.1M | -5% | 70k | 102.64 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.8 | $6.3M | 26k | 243.55 |
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| Coinbase Global Com Cl A (COIN) | 1.4 | $3.2M | 9.6k | 337.47 |
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| Amazon (AMZN) | 1.3 | $2.8M | 13k | 219.57 |
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| MercadoLibre (MELI) | 0.9 | $2.1M | 898.00 | 2336.94 |
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| Palo Alto Networks (PANW) | 0.5 | $1.1M | 5.3k | 203.62 |
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| Home Depot (HD) | 0.5 | $1.1M | 2.7k | 405.19 |
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| Tesla Motors (TSLA) | 0.3 | $766k | 1.7k | 444.83 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $406k | 1.7k | 243.09 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $251k | 900.00 | 279.29 |
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| UnitedHealth (UNH) | 0.1 | $245k | 709.00 | 345.11 |
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Past Filings by Windle Wealth
SEC 13F filings are viewable for Windle Wealth going back to 2022
- Windle Wealth 2025 Q3 filed Nov. 6, 2025
- Windle Wealth 2025 Q2 filed July 23, 2025
- Windle Wealth 2025 Q1 filed May 6, 2025
- Windle Wealth 2024 Q4 filed Feb. 7, 2025
- Windle Wealth 2024 Q3 filed Nov. 7, 2024
- Windle Wealth 2024 Q2 filed Aug. 13, 2024
- Windle Wealth 2024 Q1 filed April 30, 2024
- Windle Wealth 2023 Q4 filed Feb. 8, 2024
- Windle Wealth 2023 Q3 filed Nov. 8, 2023
- Windle Wealth 2023 Q2 filed Aug. 10, 2023
- Windle Wealth 2023 Q1 filed May 9, 2023
- Windle Wealth 2022 Q4 filed Feb. 8, 2023