Windsor Capital Management, LLC Buys SPDR Blackstone/GSO Senior Loan ETF, SPDR Barclays Short Term Treasury ETF, SPDR Russell 2000 ETF, Sells JPMorgan Alerian MLP Index ETN, Alerian MLP ETF, Invesco Emerging Markets Sovereign Debt ETF

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Nov 08, 2019
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Phoenix, AZ, based Investment company Windsor Capital Management, LLC (Current Portfolio) buys SPDR Blackstone/GSO Senior Loan ETF, SPDR Barclays Short Term Treasury ETF, SPDR Russell 2000 ETF, JPMorgan Ultra-Short Income ETF, DuPont de Nemours Inc, sells JPMorgan Alerian MLP Index ETN, Alerian MLP ETF, Invesco Emerging Markets Sovereign Debt ETF, Vanguard Short-Term Government Bond ETF, SPDR Barclays 1-3 Month T-Bill ETF during the 3-months ended 2019Q3, according to the most recent filings of the investment company, Windsor Capital Management, LLC. As of 2019Q3, Windsor Capital Management, LLC owns 113 stocks with a total value of $208 million. These are the details of the buys and sells.

For the details of Windsor Capital Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/windsor+capital+management%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Windsor Capital Management, LLC
  1. iShares Core S&P 500 ETF (IVV) - 57,861 shares, 8.30% of the total portfolio. Shares reduced by 0.26%
  2. SPDR Barclays High Yield Bond ETF (JNK) - 99,853 shares, 5.22% of the total portfolio. Shares reduced by 1.16%
  3. SPDR Barclays Convertible Securities ETF (CWB) - 205,628 shares, 5.18% of the total portfolio. Shares added by 2.71%
  4. iShares Core S&P Mid-Cap ETF (IJH) - 47,264 shares, 4.39% of the total portfolio. Shares reduced by 0.68%
  5. SPDR Russell 1000 ETF (ELR) - 255,400 shares, 4.28% of the total portfolio. Shares added by 15.82%
New Purchase: SPDR Blackstone/GSO Senior Loan ETF (SRLN)

Windsor Capital Management, LLC initiated holding in SPDR Blackstone/GSO Senior Loan ETF. The purchase prices were between $45.71 and $46.49, with an estimated average price of $46.12. The stock is now traded at around $45.92. The impact to a portfolio due to this purchase was 1.39%. The holding were 62,437 shares as of .

New Purchase: SPDR Barclays Short Term Treasury ETF (SPTS)

Windsor Capital Management, LLC initiated holding in SPDR Barclays Short Term Treasury ETF. The purchase prices were between $29.82 and $30.11, with an estimated average price of $29.98. The stock is now traded at around $29.95. The impact to a portfolio due to this purchase was 1.25%. The holding were 86,934 shares as of .

New Purchase: DuPont de Nemours Inc (DD)

Windsor Capital Management, LLC initiated holding in DuPont de Nemours Inc. The purchase prices were between $63.96 and $75.82, with an estimated average price of $70.17. The stock is now traded at around $70.80. The impact to a portfolio due to this purchase was 0.26%. The holding were 7,496 shares as of .

New Purchase: CSX Corp (CSX)

Windsor Capital Management, LLC initiated holding in CSX Corp. The purchase prices were between $64.41 and $79.55, with an estimated average price of $69.93. The stock is now traded at around $73.97. The impact to a portfolio due to this purchase was 0.21%. The holding were 6,420 shares as of .

New Purchase: iShares ESG USD Corporate Bond ETF (SUSC)

Windsor Capital Management, LLC initiated holding in iShares ESG USD Corporate Bond ETF. The purchase prices were between $25.61 and $26.68, with an estimated average price of $26.13. The stock is now traded at around $26.15. The impact to a portfolio due to this purchase was 0.12%. The holding were 9,801 shares as of .

New Purchase: Enterprise Products Partners LP (EPD)

Windsor Capital Management, LLC initiated holding in Enterprise Products Partners LP. The purchase prices were between $27.86 and $30.68, with an estimated average price of $29.11. The stock is now traded at around $26.38. The impact to a portfolio due to this purchase was 0.12%. The holding were 8,615 shares as of .

Added: SPDR Russell 2000 ETF (SPSM)

Windsor Capital Management, LLC added to a holding in SPDR Russell 2000 ETF by 27.47%. The purchase prices were between $28.65 and $31.21, with an estimated average price of $30.17. The stock is now traded at around $31.42. The impact to a portfolio due to this purchase was 0.41%. The holding were 132,383 shares as of .

Added: JPMorgan Ultra-Short Income ETF (JPST)

Windsor Capital Management, LLC added to a holding in JPMorgan Ultra-Short Income ETF by 20.63%. The purchase prices were between $50.4 and $50.52, with an estimated average price of $50.46. The stock is now traded at around $50.46. The impact to a portfolio due to this purchase was 0.29%. The holding were 70,620 shares as of .

Added: Verizon Communications Inc (VZ)

Windsor Capital Management, LLC added to a holding in Verizon Communications Inc by 28.67%. The purchase prices were between $55.05 and $60.51, with an estimated average price of $57.61. The stock is now traded at around $59.22. The impact to a portfolio due to this purchase was 0.07%. The holding were 10,983 shares as of .

Added: iShares Core U.S. REIT ETF (USRT)

Windsor Capital Management, LLC added to a holding in iShares Core U.S. REIT ETF by 22.92%. The purchase prices were between $51.83 and $55.6, with an estimated average price of $53.8. The stock is now traded at around $54.45. The impact to a portfolio due to this purchase was 0.07%. The holding were 14,950 shares as of .

Added: Bristol-Myers Squibb Company (BMY)

Windsor Capital Management, LLC added to a holding in Bristol-Myers Squibb Company by 56.95%. The purchase prices were between $42.77 and $50.71, with an estimated average price of $47.01. The stock is now traded at around $57.98. The impact to a portfolio due to this purchase was 0.07%. The holding were 7,945 shares as of .

Added: Caterpillar Inc (CAT)

Windsor Capital Management, LLC added to a holding in Caterpillar Inc by 58.91%. The purchase prices were between $113.38 and $139.64, with an estimated average price of $127.06. The stock is now traded at around $147.87. The impact to a portfolio due to this purchase was 0.06%. The holding were 2,409 shares as of .

Sold Out: Vanguard Short-Term Government Bond ETF (VGSH)

Windsor Capital Management, LLC sold out a holding in Vanguard Short-Term Government Bond ETF. The sale prices were between $60.67 and $61.15, with an estimated average price of $60.9.

Sold Out: SPDR Barclays 1-3 Month T-Bill ETF (BIL)

Windsor Capital Management, LLC sold out a holding in SPDR Barclays 1-3 Month T-Bill ETF. The sale prices were between $90.84 and $91.31, with an estimated average price of $91.08.

Sold Out: iShares iBonds Dec 2019 Term Corporate ETF (IBDK)

Windsor Capital Management, LLC sold out a holding in iShares iBonds Dec 2019 Term Corporate ETF. The sale prices were between $24.81 and $24.87, with an estimated average price of $24.84.

Sold Out: Phillips 66 (PSX)

Windsor Capital Management, LLC sold out a holding in Phillips 66. The sale prices were between $94.06 and $105.06, with an estimated average price of $100.15.

Sold Out: iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB)

Windsor Capital Management, LLC sold out a holding in iShares J.P. Morgan USD Emerging Markets Bond ETF. The sale prices were between $111.16 and $114.77, with an estimated average price of $112.53.

Sold Out: Templeton Emerging Markets Income Fund (TEI)

Windsor Capital Management, LLC sold out a holding in Templeton Emerging Markets Income Fund. The sale prices were between $8.98 and $10.37, with an estimated average price of $9.68.



Here is the complete portfolio of Windsor Capital Management, LLC. Also check out:

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