Windle Wealth as of March 31, 2024
Portfolio Holdings for Windle Wealth
Windle Wealth holds 29 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 5.4 | $8.4M | 20k | 420.71 | |
| Procter & Gamble Company (PG) | 4.7 | $7.4M | 46k | 162.25 | |
| NVIDIA Corporation (NVDA) | 4.6 | $7.2M | 8.0k | 903.51 | |
| Abbvie (ABBV) | 4.5 | $7.1M | 39k | 182.10 | |
| Exxon Mobil Corporation (XOM) | 4.4 | $7.0M | 60k | 116.24 | |
| T. Rowe Price (TROW) | 4.3 | $6.7M | 55k | 121.92 | |
| Verizon Communications (VZ) | 4.3 | $6.7M | 160k | 41.96 | |
| Welltower Inc Com reit (WELL) | 4.3 | $6.7M | 72k | 93.44 | |
| Illinois Tool Works (ITW) | 4.2 | $6.6M | 25k | 268.33 | |
| At&t (T) | 4.1 | $6.5M | 368k | 17.60 | |
| Southern Company (SO) | 4.1 | $6.5M | 90k | 71.74 | |
| 3M Com Shs | 4.1 | $6.5M | 61k | 106.07 | |
| Altria (MO) | 4.1 | $6.4M | 147k | 43.62 | |
| Apple (AAPL) | 4.1 | $6.4M | 37k | 171.48 | |
| Coca-Cola Company (KO) | 4.0 | $6.3M | 103k | 61.18 | |
| Chevron Corporation (CVX) | 4.0 | $6.3M | 40k | 157.74 | |
| Pepsi (PEP) | 4.0 | $6.2M | 36k | 175.01 | |
| Consolidated Edison (ED) | 3.9 | $6.2M | 68k | 90.81 | |
| McDonald's Corporation (MCD) | 3.9 | $6.1M | 22k | 281.95 | |
| Unilever Spon Adr New (UL) | 3.9 | $6.1M | 122k | 50.19 | |
| Johnson & Johnson (JNJ) | 3.9 | $6.1M | 39k | 158.19 | |
| Realty Income (O) | 3.8 | $5.9M | 109k | 54.10 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.3 | $3.6M | 24k | 152.26 | |
| Amazon (AMZN) | 1.4 | $2.2M | 12k | 180.37 | |
| Coinbase Global Com Cl A (COIN) | 1.0 | $1.6M | 6.0k | 265.11 | |
| MercadoLibre (MELI) | 0.9 | $1.4M | 898.00 | 1511.96 | |
| Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.7 | $1.1M | 17k | 63.17 | |
| Home Depot (HD) | 0.6 | $982k | 2.6k | 383.67 | |
| Palo Alto Networks (PANW) | 0.5 | $758k | 2.7k | 284.13 |
