WW
| |
Windle Wealth, LLC13F | |
| Windle Wealth, LLC | |
| Last update 2025-05-06 | 31 Stocks (1 new) |
| Value $194.00 Mil | Turnover 6 % |
Windle Wealth, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 40,777 | 9,057.9 | -5.90% | 4.670 | -0.35% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
T | AT&T Inc | 320,121 | 9,053.0 | -10.87% | 4.660 | -0.49% | 0.000 | +0.22% | +22.29% | 193,849.5 | Telecommunication Services | |
ABBV | AbbVie Inc | 42,823 | 8,972.3 | +4.39% | 4.620 | +0.19% | 0.000 | +10.35% | +9.44% | 334,309.4 | Drug Manufacturers | |
NVDA | NVIDIA Corp | 80,185 | 8,690.4 | 0% | 4.480 | 0% | 0.000 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
WELL | Welltower Inc | 56,250 | 8,618.0 | -13.66% | 4.440 | -0.62% | 0.010 | +8.50% | +27.35% | 104,011.0 | REITs | |
ED | Consolidated Edison Inc | 77,098 | 8,526.2 | +6.24% | 4.390 | +0.26% | 0.020 | -9.06% | +15.27% | 36,418.7 | Utilities - Regulated | |
PG | Procter & Gamble Co | 49,208 | 8,386.0 | +2.98% | 4.320 | +0.12% | 0.000 | -7.91% | -5.70% | 363,638.5 | Consumer Packaged Goods | |
MSFT | Microsoft Corp | 22,294 | 8,369.1 | +4.88% | 4.310 | +0.20% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
KO | Coca-Cola Co | 116,758 | 8,362.2 | +3.20% | 4.310 | +0.13% | 0.000 | -3.63% | +13.82% | 300,653.0 | Beverages - Non-Alcoholic | |
VZ | Verizon Communications Inc | 183,890 | 8,341.3 | +8.17% | 4.300 | +0.32% | 0.000 | -5.77% | +7.31% | 172,191.9 | Telecommunication Services |
Windle Wealth, LLC's Historical Top Holdings Breakdowns
Windle Wealth, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AVGO | Broadcom Inc | 2025-03-31 | New Buy New Buy | +2.60% | 167.43 ($211.65) 244.7 | $283.34 | 33.87% | New holding | 30,208 | 30,208 | |
MMM | 3M Co | 2025-03-31 | Reduce Reduce | -1.04% | 129.7 ($146.92) 155.12 | $153.23 | 4.29% | Reduce -23.51% | 47,488 | -14,592 | |
WELL | Welltower Inc | 2025-03-31 | Reduce Reduce | -0.62% | 124.05 ($142.48) 156.86 | $159.05 | 11.63% | Reduce -13.66% | 56,250 | -8,898 | |
PEP | PepsiCo Inc | 2025-03-31 | Add Add | +0.56% | 142.64 ($148.84) 156.42 | $143.24 | -3.76% | Add 17.25% | 49,176 | 7,234 | |
T | AT&T Inc | 2025-03-31 | Reduce Reduce | -0.49% | 21.56 ($25.15) 28.28 | $26.94 | 7.12% | Reduce -10.87% | 320,121 | -39,029 | |
XOM | Exxon Mobil Corp | 2025-03-31 | Add Add | +0.37% | 105.44 ($110.59) 118.93 | $107.77 | -2.55% | Add 9.83% | 67,259 | 6,018 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.35% | 209.68 ($231.67) 247.1 | $211.18 | -8.84% | Reduce -5.9% | 40,777 | -2,558 | |
VZ | Verizon Communications Inc | 2025-03-31 | Add Add | +0.32% | 37.81 ($41.63) 46.49 | $40.84 | -1.90% | Add 8.17% | 183,890 | 13,888 | |
ED | Consolidated Edison Inc | 2025-03-31 | Add Add | +0.26% | 88 ($98.07) 110.59 | $101.08 | 3.07% | Add 6.24% | 77,098 | 4,530 | |
MO | Altria Group Inc | 2025-03-31 | Reduce Reduce | -0.24% | 50.81 ($54.6) 60.02 | $58.02 | 6.26% | Reduce -5.64% | 137,993 | -8,246 |
Windle Wealth, LLC Total Holding History ($B)
Windle Wealth, LLC's Asset Allocation
Windle Wealth, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Windle Wealth, LLC's Hypothetical Growth since 2025-03-31
Windle Wealth, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Windle Wealth, LLC's Holdings Heat Map
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Windle Wealth, LLC's Holdings Bubble Chart
Windle Wealth, LLC News
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