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CIK: 0001963452
Total reported value
$248.9M
$248.9M
29 檔
17.1%
In Q2 2024, Windle Wealth, LLC's U.S. equity holdings reached a combined market value of $248.9M, distributed across 29 disclosed stock positions.
During Q2 2024, Windle Wealth, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, MSFT) accounted for 17.1% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.04% | +0.56% | +900.02% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.73% | +0.43% | +20.34% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.34% | +0.04% | -1.80% | |
| 4 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 4.51% | -0.01% | -1.87% | |
| 5 | WELL | Welltower Inc | Stock-Real Estate | 4.38% | +0.41% | -3.93% | |
| 6 | T | At&t Inc | Stock-Comm Services | 4.31% | -1.20% | +0.60% | |
| 7 | UL | Unilever PLC | Stock-Consumer Staples | 4.30% | — | +5.60% | |
| 8 | SO | Southern Co/the | Stock-Utilities | 4.14% | -0.11% | -2.96% | |
| 9 | MO | Altria Group Inc | Stock-Consumer Staples | 4.13% | +0.22% | +0.88% | |
| 10 | MMM | 3m Co | Stock-Industrials | 4.07% | +0.39% | — | |
| 11 | KO | Coca-cola Co/the | Stock-Consumer Staples | 4.03% | +0.15% | +0.51% | |
| 12 | TROW | T Rowe Price Group Inc | Stock-Financials | 4.02% | +0.68% | +3.30% | |
| 13 | ABBV | Abbvie Inc | Stock-Healthcare | 4.01% | +0.50% | -1.55% | |
| 14 | VZ | Verizon Communications Inc | Stock-Comm Services | 3.92% | -0.71% | -2.64% | |
| 15 | XOM | Exxon Mobil CORP | Stock-Energy | 3.81% | -1.23% | -9.58% | |
| 16 | CVX | Chevron CORP | Stock-Energy | 3.73% | -1.10% | -2.41% | |
| 17 | ED | Consolidated Edison Inc | Stock-Utilities | 3.71% | -0.16% | -0.27% | |
| 18 | O | Realty Income CORP | Stock-Real Estate | 3.71% | +0.12% | +5.55% | |
| 19 | PEP | Pepsico Inc | Stock-Consumer Staples | 3.70% | -0.31% | +3.12% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.70% | — | +7.79% | |
| 21 | ITW | Illinois Tool Works | Stock-Industrials | 3.65% | +0.20% | +2.01% | |
| 22 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 3.61% | -0.43% | +7.16% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.65% | +0.56% | +0.11% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.46% | +0.09% | — | |
| 25 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.91% | -0.18% | +12.54% | |
| 26 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.90% | -0.05% | — | |
| 27 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.55% | +0.37% | — | |
| 28 | HD | Home Depot Inc | Stock-Consumer Disc | 0.54% | +0.01% | +0.66% | |
| 29 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.44% | — | -19.81% |
According to official SEC Form 13F filings, Windle Wealth, LLC reported a total U.S. public equity portfolio value of $248.9M across 29 disclosed positions in Q2 2024.
During Q2 2024, Windle Wealth, LLC's top holdings by market value included NVDA (6.0%)、AAPL (5.7%)、MSFT (5.3%). The largest single position, NVDA, represented 6.0% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q2 2024, Windle Wealth, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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