Windle Wealth, LLC
CIK: 0001963452SEC EDGAR →
Portfolio Value
$223.2M
Holdings
34
As of
Q4 2025
New Positions
34
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | 82,208 | $15.3M | 6.87% |
| 2 | APPLE INC | 41,963 | $11.4M | 5.11% |
| 3 | MICROSOFT CORP | 22,324 | $10.8M | 4.84% |
| 4 | WELLTOWER INC | 53,381 | $9.9M | 4.44% |
| 5 | BROADCOM INC | 27,849 | $9.6M | 4.32% |
| 6 | ABBVIE INC | 41,325 | $9.4M | 4.23% |
| 7 | JOHNSON & JOHNSON | 45,498 | $9.4M | 4.22% |
| 8 | EXXON MOBIL CORP | 74,270 | $8.9M | 4.00% |
| 9 | COCA COLA CO | 122,504 | $8.6M | 3.84% |
| 10 | PROCTER AND GAMBLE CO | 59,488 | $8.5M | 3.82% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (34)
$15.3M · 82K shares
$11.4M · 42K shares
$10.8M · 22K shares
$9.9M · 53K shares
$9.6M · 28K shares
$9.4M · 41K shares
$9.4M · 45K shares
$8.9M · 74K shares
$8.6M · 123K shares
$8.5M · 59K shares
$8.3M · 52K shares
$8.3M · 54K shares
$8.2M · 82K shares
$8.1M · 27K shares
$8.1M · 26K shares
$8.0M · 323K shares
$8.0M · 196K shares
$7.9M · 121K shares
$7.9M · 91K shares
$7.9M · 137K shares
$7.6M · 31K shares
$7.5M · 52K shares
$7.2M · 128K shares
$7.1M · 70K shares
$3.0M · 13K shares
$2.2M · 10K shares
$1.8M · 898 shares
$983K · 5K shares
$919K · 3K shares
$780K · 2K shares
$523K · 2K shares
$273K · 900 shares
$235K · 713 shares
$226K · 14K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 6 | $48.4M | 21.7% |
| Consumer Defensive | 6 | $40.6M | 18.2% |
| Healthcare | 3 | $19.1M | 8.6% |
| Financial Services | 3 | $17.3M | 7.7% |
| Energy | 2 | $17.2M | 7.7% |
| Real Estate | 2 | $17.1M | 7.7% |
| Communication Services | 3 | $16.7M | 7.5% |
| Utilities | 2 | $16.1M | 7.2% |
| Industrials | 2 | $16.0M | 7.2% |
| Consumer Cyclical | 4 | $12.8M | 5.7% |
| Unknown | 1 | $1.8M | 0.8% |