Windle Wealth as of Dec. 31, 2023
Portfolio Holdings for Windle Wealth
Windle Wealth holds 28 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 5.4 | $7.8M | 21k | 376.04 | |
| Apple (AAPL) | 4.8 | $6.8M | 35k | 192.53 | |
| Procter & Gamble Company (PG) | 4.6 | $6.6M | 45k | 146.54 | |
| Illinois Tool Works (ITW) | 4.5 | $6.5M | 25k | 261.94 | |
| Welltower Inc Com reit (WELL) | 4.5 | $6.4M | 71k | 90.17 | |
| McDonald's Corporation (MCD) | 4.4 | $6.3M | 21k | 296.51 | |
| 3M Company (MMM) | 4.4 | $6.3M | 58k | 109.32 | |
| At&t (T) | 4.4 | $6.3M | 374k | 16.78 | |
| Abbvie (ABBV) | 4.4 | $6.2M | 40k | 154.97 | |
| Verizon Communications (VZ) | 4.3 | $6.2M | 164k | 37.70 | |
| Southern Company (SO) | 4.3 | $6.1M | 87k | 70.12 | |
| Consolidated Edison (ED) | 4.3 | $6.1M | 67k | 90.97 | |
| Realty Income (O) | 4.2 | $6.0M | 105k | 57.42 | |
| Coca-Cola Company (KO) | 4.2 | $6.0M | 102k | 58.93 | |
| T. Rowe Price (TROW) | 4.1 | $5.9M | 54k | 107.69 | |
| Johnson & Johnson (JNJ) | 4.1 | $5.8M | 37k | 156.74 | |
| Pepsi (PEP) | 4.1 | $5.8M | 34k | 169.84 | |
| Unilever Spon Adr New (UL) | 4.1 | $5.8M | 120k | 48.48 | |
| Chevron Corporation (CVX) | 3.9 | $5.6M | 38k | 149.16 | |
| Exxon Mobil Corporation (XOM) | 3.9 | $5.6M | 56k | 99.98 | |
| Altria (MO) | 3.9 | $5.6M | 138k | 40.34 | |
| NVIDIA Corporation (NVDA) | 2.8 | $4.0M | 8.0k | 495.23 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.2 | $3.2M | 23k | 140.93 | |
| Amazon (AMZN) | 1.3 | $1.9M | 12k | 151.93 | |
| MercadoLibre (MELI) | 1.0 | $1.4M | 898.00 | 1571.54 | |
| Coinbase Global Com Cl A (COIN) | 0.6 | $916k | 5.3k | 173.92 | |
| Home Depot (HD) | 0.6 | $908k | 2.6k | 346.53 | |
| Palo Alto Networks (PANW) | 0.6 | $787k | 2.7k | 294.88 |
