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CIK: 0001963452
Total reported value
$248.9M
$248.9M
32 檔
18.9%
During the Q4 2024 filing period, Windle Wealth, LLC (CIK: 0001963452) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $248.9M across 32 reported positions.
During Q4 2024, Windle Wealth, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.00% | +0.43% | -0.23% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.96% | +0.56% | +0.02% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.95% | +0.04% | +4.46% | |
| 4 | WELL | Welltower Inc | Stock-Real Estate | 4.54% | +0.41% | -5.82% | |
| 5 | T | At&t Inc | Stock-Comm Services | 4.52% | -1.20% | -4.83% | |
| 6 | MMM | 3m Co | Stock-Industrials | 4.43% | +0.39% | +0.34% | |
| 7 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 4.43% | -0.01% | +3.43% | |
| 8 | MO | Altria Group Inc | Stock-Consumer Staples | 4.23% | +0.22% | +0.73% | |
| 9 | UL | Unilever PLC | Stock-Consumer Staples | 4.04% | — | +0.61% | |
| 10 | ABBV | Abbvie Inc | Stock-Healthcare | 4.03% | +0.50% | +4.73% | |
| 11 | SO | Southern Co/the | Stock-Utilities | 4.02% | -0.11% | +1.89% | |
| 12 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 3.99% | -0.43% | +1.98% | |
| 13 | KO | Coca-cola Co/the | Stock-Consumer Staples | 3.90% | +0.15% | +6.94% | |
| 14 | TROW | T Rowe Price Group Inc | Stock-Financials | 3.87% | +0.68% | -0.83% | |
| 15 | VZ | Verizon Communications Inc | Stock-Comm Services | 3.76% | -0.71% | +4.34% | |
| 16 | ITW | Illinois Tool Works | Stock-Industrials | 3.76% | +0.20% | +2.66% | |
| 17 | O | Realty Income CORP | Stock-Real Estate | 3.65% | +0.12% | +6.17% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.65% | — | +5.99% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 3.64% | -1.23% | +3.93% | |
| 20 | CVX | Chevron CORP | Stock-Energy | 3.58% | -1.10% | +1.88% | |
| 21 | ED | Consolidated Edison Inc | Stock-Utilities | 3.58% | -0.16% | +4.98% | |
| 22 | PEP | Pepsico Inc | Stock-Consumer Staples | 3.53% | -0.31% | +9.06% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.71% | +0.56% | +0.10% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.56% | +0.09% | +6.62% | |
| 25 | COIN | Coinbase Global Inc -class A | Stock-Financials | 1.08% | -0.18% | +14.49% | |
| 26 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.84% | -0.05% | — | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 0.56% | +0.01% | +0.54% | |
| 28 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.54% | +0.37% | +100.00% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.17% | +0.04% | — | |
| 30 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.17% | — | -61.33% | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.16% | +0.02% | — | |
| 32 | ETHE | Grayscale Ethereum Staking E | ETF-Other | 0.12% | — | -60.62% |
According to official SEC Form 13F filings, Windle Wealth, LLC reported a total U.S. public equity portfolio value of $248.9M across 32 disclosed positions in Q4 2024.
During Q4 2024, Windle Wealth, LLC's top holdings by market value included AAPL (6.0%)、NVDA (6.0%)、MSFT (5.0%). The largest single position, AAPL, represented 6.0% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, MSFT) accounted for 18.9% of total reported equity market value during Q4 2024.
In Q4 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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