Windle Wealth as of Sept. 30, 2025
Portfolio Holdings for Windle Wealth
Windle Wealth holds 33 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 6.9 | $15M | 82k | 186.58 | |
| Microsoft Corporation (MSFT) | 5.2 | $12M | 23k | 517.96 | |
| Apple (AAPL) | 4.9 | $11M | 43k | 254.63 | |
| Welltower Inc Com reit (WELL) | 4.5 | $10M | 56k | 178.14 | |
| Abbvie (ABBV) | 4.5 | $10M | 43k | 231.54 | |
| Broadcom (AVGO) | 4.4 | $9.8M | 30k | 329.91 | |
| Altria (MO) | 4.0 | $9.0M | 136k | 66.06 | |
| Johnson & Johnson (JNJ) | 3.9 | $8.8M | 48k | 185.42 | |
| At&t (T) | 3.9 | $8.7M | 307k | 28.24 | |
| Southern Company (SO) | 3.9 | $8.6M | 91k | 94.77 | |
| Procter & Gamble Company (PG) | 3.8 | $8.4M | 55k | 153.65 | |
| Exxon Mobil Corporation (XOM) | 3.7 | $8.2M | 73k | 112.75 | |
| Chevron Corporation (CVX) | 3.6 | $8.1M | 52k | 155.29 | |
| Consolidated Edison (ED) | 3.6 | $8.0M | 80k | 100.52 | |
| 3M Company (MMM) | 3.6 | $8.0M | 52k | 155.18 | |
| McDonald's Corporation (MCD) | 3.6 | $8.0M | 26k | 303.88 | |
| Coca-Cola Company (KO) | 3.6 | $8.0M | 120k | 66.32 | |
| Unilever Spon Adr New | 3.5 | $7.9M | 133k | 59.28 | |
| Verizon Communications (VZ) | 3.5 | $7.9M | 180k | 43.95 | |
| Illinois Tool Works (ITW) | 3.5 | $7.7M | 30k | 260.76 | |
| Realty Income (O) | 3.4 | $7.7M | 126k | 60.79 | |
| Pepsi (PEP) | 3.3 | $7.3M | 52k | 140.44 | |
| T. Rowe Price (TROW) | 3.2 | $7.1M | 70k | 102.64 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.8 | $6.3M | 26k | 243.55 | |
| Coinbase Global Com Cl A (COIN) | 1.4 | $3.2M | 9.6k | 337.47 | |
| Amazon (AMZN) | 1.3 | $2.8M | 13k | 219.57 | |
| MercadoLibre (MELI) | 0.9 | $2.1M | 898.00 | 2336.94 | |
| Palo Alto Networks (PANW) | 0.5 | $1.1M | 5.3k | 203.62 | |
| Home Depot (HD) | 0.5 | $1.1M | 2.7k | 405.19 | |
| Tesla Motors (TSLA) | 0.3 | $766k | 1.7k | 444.83 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $406k | 1.7k | 243.09 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $251k | 900.00 | 279.29 | |
| UnitedHealth (UNH) | 0.1 | $245k | 709.00 | 345.11 |
