WC

Windsor Capital Management, LLC

13F
Windsor Capital Management, LLC
Last update 2025-07-11 120 Stocks (5 new)
Value $343.00 Mil Turnover 4 %
Countries:
Top Holdings: IVV(10.32%)SPLG(5.41%)SPYV(5.25%)ESGD(4.58%)IJH(4.29%)
Summary Stock Picks Current Portfolio
Windsor Capital Management, LL... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
57,013
35,399.5
+2.40%
10.320
+0.24%
0.010
+19.67%
+7.80%
634,518.9
 
SPLG
SPDR Portfolio S&P 500 ETF
255,163
18,547.8
-1.66%
5.410
-0.09%
0.030
+19.60%
+7.78%
76,985.6
 
SPYV
SPDR Portfolio S&P 500 Value ETF
344,305
18,020.9
+1.01%
5.250
+0.05%
0.070
+11.76%
+4.26%
26,844.9
 
ESGD
iShares MSCI EAFE ESG Select ETF
176,072
15,709.1
+2.28%
4.580
+0.10%
0.160
+10.38%
+17.79%
9,622.4
 
IJH
iShares Core S&P Mid-Cap ETF
237,252
14,714.4
+2.61%
4.290
+0.11%
0.020
+16.06%
+2.45%
97,230.9
 
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
SPDR Portfolio S&P 600 Small Cap ETF
288,546
12,292.1
+8.52%
3.580
+0.28%
0.110
+16.57%
-2.16%
11,667.3
 
IBDT
iShares iBonds Dec 2028 Term Corporate ETF
iShares iBonds Dec 2028 Term Corporate ETF
469,153
11,925.9
-0.31%
3.480
-0.01%
0.420
+1.89%
+4.13%
2,848.6
 
IBDS
iShares iBonds Dec 2027 Term Corporate ETF
iShares iBonds Dec 2027 Term Corporate ETF
459,995
11,164.1
-7.92%
3.260
-0.29%
0.360
+1.52%
+3.24%
3,153.4
 
IBDR
iShares iBonds Dec 2026 Term Corporate ETF
iShares iBonds Dec 2026 Term Corporate ETF
404,576
9,811.0
-0.83%
2.860
-0.03%
0.290
+1.31%
+2.72%
3,345.7
 
IBDU
iShares iBonds Dec 2029 Term Corporate ETF
iShares iBonds Dec 2029 Term Corporate ETF
417,279
9,735.1
+32.50%
2.840
+0.70%
0.360
+2.25%
+4.34%
2,696.6
 

Windsor Capital Management, LLC's Historical Top Holdings Breakdowns

Windsor Capital Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
JPHY
JPMorgan Active High Yield ETF
2025-06-30
Sold Out
Sold Out
-1.68%
●
43.87 ($45.87) 50.56
$50.48
10.06%
Sold Out
0
-118,562
BBHY
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
2025-06-30
New Buy
New Buy
+1.56%
●
43.87 ($45.64) 46.64
$46.44
1.75%
New holding
115,019
115,019
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
iShares iBonds Dec 2025 Term Corporate ETF
2025-06-30
Reduce
Reduce
-1.21%
●
25.04 ($25.12) 25.18
$25.14
0.08%
Reduce -52.13%
144,565
-157,427
IBDV
iShares iBonds Dec 2030 Term Corporate ETF
iShares iBonds Dec 2030 Term Corporate ETF
2025-06-30
New Buy
New Buy
+0.76%
●
21.28 ($21.66) 21.98
$21.85
0.88%
New holding
118,379
118,379
IBDU
iShares iBonds Dec 2029 Term Corporate ETF
iShares iBonds Dec 2029 Term Corporate ETF
2025-06-30
Add
Add
+0.70%
●
22.7 ($23.07) 23.33
$23.23
0.69%
Add 32.5%
417,279
102,344
IBDS
iShares iBonds Dec 2027 Term Corporate ETF
iShares iBonds Dec 2027 Term Corporate ETF
2025-06-30
Reduce
Reduce
-0.29%
●
23.96 ($24.13) 24.27
$24.20
0.29%
Reduce -7.92%
459,995
-39,586
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
SPDR Portfolio S&P 600 Small Cap ETF
2025-06-30
Add
Add
+0.28%
●
35.35 ($40.33) 42.68
$43.59
8.08%
Add 8.52%
288,546
22,659
IVV
iShares Core S&P 500 ETF
2025-06-30
Add
Add
+0.24%
●
498.8 ($573.99) 620.9
$630.67
9.87%
Add 2.4%
57,013
1,338
IJH
iShares Core S&P Mid-Cap ETF
2025-06-30
Add
Add
+0.11%
●
51.16 ($58.7) 62.02
$63.46
8.11%
Add 2.61%
237,252
6,042
ESGD
iShares MSCI EAFE ESG Select ETF
2025-06-30
Add
Add
+0.10%
●
73.02 ($85.21) 90.22
$88.04
3.32%
Add 2.28%
176,072
3,919

Windsor Capital Management, LLC Total Holding History ($B)

To

Windsor Capital Management, LLC's Asset Allocation

To

Windsor Capital Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Windsor Capital Management, LLC's Hypothetical Growth since 2025-06-30

Windsor Capital Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Windsor Capital Management, LLC's Holdings Heat Map

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Windsor Capital Management, LLC's Holdings Bubble Chart

Windsor Capital Management, LLC News

  • 1

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