Windle Wealth as of June 30, 2025
Portfolio Holdings for Windle Wealth
Windle Wealth holds 33 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 6.3 | $13M | 82k | 157.99 | |
| Microsoft Corporation (MSFT) | 5.5 | $11M | 23k | 497.40 | |
| At&t (T) | 4.3 | $8.9M | 307k | 28.94 | |
| Apple (AAPL) | 4.3 | $8.8M | 43k | 205.17 | |
| Welltower Inc Com reit (WELL) | 4.2 | $8.6M | 56k | 153.73 | |
| Broadcom (AVGO) | 4.1 | $8.4M | 31k | 275.65 | |
| Southern Company (SO) | 4.0 | $8.3M | 90k | 91.83 | |
| Coca-Cola Company (KO) | 4.0 | $8.3M | 117k | 70.75 | |
| Altria (MO) | 3.9 | $8.0M | 136k | 58.63 | |
| Procter & Gamble Company (PG) | 3.9 | $7.9M | 50k | 159.32 | |
| Abbvie (ABBV) | 3.9 | $7.9M | 43k | 185.62 | |
| Unilever Spon Adr New (UL) | 3.8 | $7.8M | 128k | 61.17 | |
| Exxon Mobil Corporation (XOM) | 3.8 | $7.7M | 71k | 107.80 | |
| Verizon Communications (VZ) | 3.8 | $7.7M | 178k | 43.27 | |
| Consolidated Edison (ED) | 3.7 | $7.6M | 76k | 100.35 | |
| McDonald's Corporation (MCD) | 3.7 | $7.5M | 26k | 292.17 | |
| 3M Company (MMM) | 3.7 | $7.5M | 49k | 152.24 | |
| Realty Income (O) | 3.6 | $7.4M | 128k | 57.61 | |
| Johnson & Johnson (JNJ) | 3.6 | $7.3M | 48k | 152.75 | |
| Chevron Corporation (CVX) | 3.5 | $7.3M | 51k | 143.19 | |
| Illinois Tool Works (ITW) | 3.5 | $7.1M | 29k | 247.25 | |
| T. Rowe Price (TROW) | 3.5 | $7.1M | 74k | 96.50 | |
| Pepsi (PEP) | 3.3 | $6.8M | 52k | 132.04 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.2 | $4.6M | 26k | 177.39 | |
| Coinbase Global Com Cl A (COIN) | 1.6 | $3.4M | 9.6k | 350.47 | |
| Amazon (AMZN) | 1.4 | $2.8M | 13k | 219.39 | |
| MercadoLibre (MELI) | 1.1 | $2.3M | 898.00 | 2613.63 | |
| Palo Alto Networks (PANW) | 0.5 | $1.1M | 5.3k | 204.64 | |
| Home Depot (HD) | 0.5 | $968k | 2.6k | 366.57 | |
| Tesla Motors (TSLA) | 0.3 | $547k | 1.7k | 317.74 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $294k | 1.7k | 176.18 | |
| UnitedHealth (UNH) | 0.1 | $220k | 704.00 | 312.03 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $204k | 900.00 | 226.49 |
