Windle Wealth as of Dec. 31, 2024
Portfolio Holdings for Windle Wealth
Windle Wealth holds 32 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 6.0 | $11M | 43k | 250.42 | |
| NVIDIA Corporation (NVDA) | 6.0 | $11M | 80k | 134.29 | |
| Microsoft Corporation (MSFT) | 5.0 | $9.0M | 21k | 421.50 | |
| Welltower Inc Com reit (WELL) | 4.5 | $8.2M | 65k | 126.03 | |
| At&t (T) | 4.5 | $8.2M | 359k | 22.77 | |
| 3M Company (MMM) | 4.4 | $8.0M | 62k | 129.09 | |
| Procter & Gamble Company (PG) | 4.4 | $8.0M | 48k | 167.65 | |
| Altria (MO) | 4.2 | $7.6M | 146k | 52.29 | |
| Unilever Spon Adr New (UL) | 4.0 | $7.3M | 129k | 56.70 | |
| Abbvie (ABBV) | 4.0 | $7.3M | 41k | 177.70 | |
| Southern Company (SO) | 4.0 | $7.3M | 88k | 82.32 | |
| McDonald's Corporation (MCD) | 4.0 | $7.2M | 25k | 289.89 | |
| Coca-Cola Company (KO) | 3.9 | $7.0M | 113k | 62.26 | |
| T. Rowe Price (TROW) | 3.9 | $7.0M | 62k | 113.09 | |
| Verizon Communications (VZ) | 3.8 | $6.8M | 170k | 39.99 | |
| Illinois Tool Works (ITW) | 3.8 | $6.8M | 27k | 253.56 | |
| Realty Income (O) | 3.7 | $6.6M | 124k | 53.41 | |
| Johnson & Johnson (JNJ) | 3.7 | $6.6M | 46k | 144.62 | |
| Exxon Mobil Corporation (XOM) | 3.6 | $6.6M | 61k | 107.57 | |
| Chevron Corporation (CVX) | 3.6 | $6.5M | 45k | 144.84 | |
| Consolidated Edison (ED) | 3.6 | $6.5M | 73k | 89.23 | |
| Pepsi (PEP) | 3.5 | $6.4M | 42k | 152.06 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.7 | $4.9M | 26k | 190.44 | |
| Amazon (AMZN) | 1.6 | $2.8M | 13k | 219.39 | |
| Coinbase Global Com Cl A (COIN) | 1.1 | $2.0M | 7.9k | 248.29 | |
| MercadoLibre (MELI) | 0.8 | $1.5M | 898.00 | 1700.44 | |
| Home Depot (HD) | 0.6 | $1.0M | 2.6k | 388.96 | |
| Palo Alto Networks (PANW) | 0.5 | $971k | 5.3k | 181.96 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $315k | 1.7k | 189.25 | |
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.2 | $313k | 4.2k | 74.01 | |
| Tesla Motors (TSLA) | 0.2 | $287k | 710.00 | 403.91 | |
| Grayscale Ethereum Trust Etf SHS (ETHE) | 0.1 | $226k | 8.0k | 28.02 |
