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CIK: 0001963452
Total reported value
$248.9M
$248.9M
31 檔
17.8%
At the close of Q1 2025, Windle Wealth, LLC disclosed equity holdings valued at approximately $248.9M, spread across 31 reported holdings.
During Q1 2025, 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 AAPL, T, ABBV) accounted for 17.8% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.67% | +0.43% | -5.90% | |
| 2 | T | At&t Inc | Stock-Comm Services | 4.66% | -1.20% | -10.87% | |
| 3 | ABBV | Abbvie Inc | Stock-Healthcare | 4.62% | +0.50% | +4.39% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.48% | +0.56% | — | |
| 5 | WELL | Welltower Inc | Stock-Real Estate | 4.44% | +0.41% | -13.66% | |
| 6 | ED | Consolidated Edison Inc | Stock-Utilities | 4.39% | -0.16% | +6.24% | |
| 7 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 4.32% | -0.01% | +2.98% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 4.31% | +0.04% | +4.88% | |
| 9 | KO | Coca-cola Co/the | Stock-Consumer Staples | 4.31% | +0.15% | +3.20% | |
| 10 | VZ | Verizon Communications Inc | Stock-Comm Services | 4.30% | -0.71% | +8.17% | |
| 11 | MO | Altria Group Inc | Stock-Consumer Staples | 4.27% | +0.22% | -5.64% | |
| 12 | SO | Southern Co/the | Stock-Utilities | 4.21% | -0.11% | +0.67% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 4.14% | — | +6.28% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 4.12% | -1.23% | +9.83% | |
| 15 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 4.11% | -0.43% | +2.69% | |
| 16 | UL | Unilever PLC | Stock-Consumer Staples | 3.99% | — | +0.85% | |
| 17 | CVX | Chevron CORP | Stock-Energy | 3.98% | -1.10% | +3.21% | |
| 18 | O | Realty Income CORP | Stock-Real Estate | 3.90% | +0.12% | +5.51% | |
| 19 | PEP | Pepsico Inc | Stock-Consumer Staples | 3.80% | -0.31% | +17.25% | |
| 20 | MMM | 3m Co | Stock-Industrials | 3.59% | +0.39% | -23.51% | |
| 21 | ITW | Illinois Tool Works | Stock-Industrials | 3.54% | +0.20% | +3.49% | |
| 22 | TROW | T Rowe Price Group Inc | Stock-Financials | 3.07% | +0.68% | +4.74% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 2.60% | +0.07% | — | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.08% | +0.56% | +0.12% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.26% | +0.09% | — | |
| 26 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.90% | -0.05% | — | |
| 27 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.73% | -0.18% | +5.08% | |
| 28 | HD | Home Depot Inc | Stock-Consumer Disc | 0.49% | +0.01% | +0.61% | |
| 29 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.47% | +0.37% | — | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.13% | +0.04% | +0.12% | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.13% | +0.02% | +36.76% |
According to official SEC Form 13F filings, Windle Wealth, LLC reported a total U.S. public equity portfolio value of $248.9M across 31 disclosed positions in Q1 2025.
During Q1 2025, Windle Wealth, LLC's top holdings by market value included AAPL (4.7%)、T (4.7%)、ABBV (4.6%). The largest single position, AAPL, represented 4.7% of total portfolio value.
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In Q1 2025, 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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