Windle Wealth as of March 31, 2025
Portfolio Holdings for Windle Wealth
Windle Wealth holds 31 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 4.7 | $9.1M | 41k | 222.13 | |
| At&t (T) | 4.7 | $9.1M | 320k | 28.28 | |
| Abbvie (ABBV) | 4.6 | $9.0M | 43k | 209.52 | |
| NVIDIA Corporation (NVDA) | 4.5 | $8.7M | 80k | 108.38 | |
| Welltower Inc Com reit (WELL) | 4.4 | $8.6M | 56k | 153.21 | |
| Consolidated Edison (ED) | 4.4 | $8.5M | 77k | 110.59 | |
| Procter & Gamble Company (PG) | 4.3 | $8.4M | 49k | 170.42 | |
| Microsoft Corporation (MSFT) | 4.3 | $8.4M | 22k | 375.40 | |
| Coca-Cola Company (KO) | 4.3 | $8.4M | 117k | 71.62 | |
| Verizon Communications (VZ) | 4.3 | $8.3M | 184k | 45.36 | |
| Altria (MO) | 4.3 | $8.3M | 138k | 60.02 | |
| Southern Company (SO) | 4.2 | $8.2M | 89k | 91.95 | |
| Johnson & Johnson (JNJ) | 4.1 | $8.0M | 49k | 165.84 | |
| Exxon Mobil Corporation (XOM) | 4.1 | $8.0M | 67k | 118.93 | |
| McDonald's Corporation (MCD) | 4.1 | $8.0M | 26k | 312.37 | |
| Unilever Spon Adr New | 4.0 | $7.7M | 130k | 59.55 | |
| Chevron Corporation (CVX) | 4.0 | $7.7M | 46k | 167.29 | |
| Realty Income (O) | 3.9 | $7.6M | 131k | 58.01 | |
| Pepsi (PEP) | 3.8 | $7.4M | 49k | 149.94 | |
| 3M Company (MMM) | 3.6 | $7.0M | 48k | 146.86 | |
| Illinois Tool Works (ITW) | 3.5 | $6.9M | 28k | 248.01 | |
| T. Rowe Price (TROW) | 3.1 | $6.0M | 65k | 91.87 | |
| Broadcom (AVGO) | 2.6 | $5.1M | 30k | 167.43 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.1 | $4.0M | 26k | 156.23 | |
| Amazon (AMZN) | 1.3 | $2.5M | 13k | 190.26 | |
| MercadoLibre (MELI) | 0.9 | $1.8M | 898.00 | 1950.87 | |
| Coinbase Global Com Cl A (COIN) | 0.7 | $1.4M | 8.3k | 172.22 | |
| Home Depot (HD) | 0.5 | $961k | 2.6k | 366.53 | |
| Palo Alto Networks (PANW) | 0.5 | $911k | 5.3k | 170.64 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $258k | 1.7k | 154.60 | |
| Tesla Motors (TSLA) | 0.1 | $252k | 971.00 | 259.24 |