Windle Wealth as of June 30, 2024
Portfolio Holdings for Windle Wealth
Windle Wealth holds 29 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 6.0 | $9.9M | 80k | 123.54 | |
| Apple (AAPL) | 5.7 | $9.4M | 45k | 210.62 | |
| Microsoft Corporation (MSFT) | 5.3 | $8.8M | 20k | 446.96 | |
| Procter & Gamble Company (PG) | 4.5 | $7.4M | 45k | 164.92 | |
| Welltower Inc Com reit (WELL) | 4.4 | $7.2M | 69k | 104.25 | |
| At&t (T) | 4.3 | $7.1M | 370k | 19.11 | |
| Unilever Spon Adr New (UL) | 4.3 | $7.1M | 128k | 54.99 | |
| Southern Company (SO) | 4.1 | $6.8M | 88k | 77.57 | |
| Altria (MO) | 4.1 | $6.8M | 149k | 45.55 | |
| 3M Company (MMM) | 4.1 | $6.7M | 65k | 102.19 | |
| Coca-Cola Company (KO) | 4.0 | $6.6M | 104k | 63.65 | |
| T. Rowe Price (TROW) | 4.0 | $6.6M | 57k | 115.31 | |
| Abbvie (ABBV) | 4.0 | $6.6M | 38k | 171.52 | |
| Verizon Communications (VZ) | 3.9 | $6.4M | 156k | 41.24 | |
| Exxon Mobil Corporation (XOM) | 3.8 | $6.2M | 54k | 115.12 | |
| Chevron Corporation (CVX) | 3.7 | $6.1M | 39k | 156.42 | |
| Consolidated Edison (ED) | 3.7 | $6.1M | 68k | 89.42 | |
| Realty Income (O) | 3.7 | $6.1M | 115k | 52.82 | |
| Pepsi (PEP) | 3.7 | $6.1M | 37k | 164.93 | |
| Johnson & Johnson (JNJ) | 3.7 | $6.1M | 42k | 146.16 | |
| Illinois Tool Works (ITW) | 3.6 | $6.0M | 25k | 236.96 | |
| McDonald's Corporation (MCD) | 3.6 | $5.9M | 23k | 254.83 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.7 | $4.4M | 24k | 183.42 | |
| Amazon (AMZN) | 1.5 | $2.4M | 12k | 193.24 | |
| Coinbase Global Com Cl A (COIN) | 0.9 | $1.5M | 6.7k | 222.22 | |
| MercadoLibre (MELI) | 0.9 | $1.5M | 898.00 | 1643.40 | |
| Palo Alto Networks (PANW) | 0.6 | $905k | 2.7k | 339.01 | |
| Home Depot (HD) | 0.5 | $887k | 2.6k | 344.26 | |
| Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.4 | $728k | 14k | 53.24 |
