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CIK: 0001963452
Total reported value
$248.9M
$248.9M
34 檔
22.9%
At the close of Q4 2025, Windle Wealth, LLC disclosed equity holdings valued at approximately $248.9M, spread across 34 reported holdings.
In Q4 2025, Windle Wealth, LLC displayed an active expansion posture, initiating 2 new positions and adding to 20 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, MSFT) accounted for 22.9% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.87% | +0.56% | +0.01% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.11% | +0.43% | -3.04% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.84% | +0.04% | -0.57% | |
| 4 | WELL | Welltower Inc | Stock-Real Estate | 4.44% | +0.41% | -4.74% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 4.32% | +0.07% | -6.47% | |
| 6 | ABBV | Abbvie Inc | Stock-Healthcare | 4.23% | +0.50% | -4.06% | |
| 7 | JNJ | Johnson & Johnson | Stock-Healthcare | 4.22% | — | -4.40% | |
| 8 | XOM | Exxon Mobil CORP | Stock-Energy | 4.00% | -1.23% | +1.97% | |
| 9 | KO | Coca-cola Co/the | Stock-Consumer Staples | 3.84% | +0.15% | +2.10% | |
| 10 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.82% | -0.01% | +8.80% | |
| 11 | MMM | 3m Co | Stock-Industrials | 3.74% | +0.39% | +1.29% | |
| 12 | CVX | Chevron CORP | Stock-Energy | 3.71% | -1.10% | +4.23% | |
| 13 | ED | Consolidated Edison Inc | Stock-Utilities | 3.67% | -0.16% | +3.45% | |
| 14 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 3.65% | -0.43% | +1.33% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.64% | +0.56% | +0.07% | |
| 16 | T | At&t Inc | Stock-Comm Services | 3.60% | -1.20% | +5.18% | |
| 17 | VZ | Verizon Communications Inc | Stock-Comm Services | 3.58% | -0.71% | +9.43% | |
| 18 | UL | Unilever Plc-sponsored Adr | Stock-Consumer Staples | 3.55% | +0.39% | — | |
| 19 | SO | Southern Co/the | Stock-Utilities | 3.55% | -0.11% | -0.37% | |
| 20 | MO | Altria Group Inc | Stock-Consumer Staples | 3.54% | +0.22% | +0.75% | |
| 21 | ITW | Illinois Tool Works | Stock-Industrials | 3.42% | +0.20% | +4.38% | |
| 22 | PEP | Pepsico Inc | Stock-Consumer Staples | 3.36% | -0.31% | +0.36% | |
| 23 | O | Realty Income CORP | Stock-Real Estate | 3.24% | +0.12% | +1.66% | |
| 24 | TROW | T Rowe Price Group Inc | Stock-Financials | 3.19% | +0.68% | -0.05% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.33% | +0.09% | +0.04% | |
| 26 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.97% | -0.18% | -0.01% | |
| 27 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.81% | -0.05% | — | |
| 28 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.44% | +0.37% | — | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 0.41% | +0.01% | +0.64% | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.35% | +0.02% | +0.75% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.23% | +0.04% | +0.06% | |
| 32 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.12% | +0.12% | — | |
| 33 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.11% | — | +0.56% | |
| 34 | MICC | The Magnum Ice Cream Company N. | Stock-Consumer Staples | 0.10% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.8% | +0.07% | Add |
| 2 | XOM | Exxon Mobil CORP | +0.3% | +1.97% | Add |
| 3 | KO | Coca-cola Co/the | +0.3% | +2.10% | Add |
| 4 | JNJ | Johnson & Johnson | +0.3% | -4.40% | Trim |
| 5 | AAPL | Apple Inc | +0.2% | -3.04% | Trim |
| 6 | MMM | 3m Co | +0.2% | +1.29% | Add |
| 7 | CVX | Chevron CORP | +0.1% | +4.23% | Add |
| 8 | ED | Consolidated Edison Inc | +0.1% | +3.45% | Add |
| 9 | PEP | Pepsico Inc | +0.1% | +0.36% | Add |
| 10 | MCD | Mcdonald's CORP | +0.1% | +1.33% | Add |
| 11 | AMZN | Amazon.com Inc | +0.1% | +0.04% | Add |
| 12 | PG | Procter & Gamble Co/the | +0.1% | +8.80% | Add |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.06% | Add |
| 14 | VZ | Verizon Communications Inc | +0.1% | +9.43% | Add |
| 15 | TSM | Taiwan Semiconductor-sp Adr | 0% | — | Unchanged |
| 16 | TSLA | Tesla Inc | 0% | +0.75% | Add |
| 17 | NVDA | Nvidia CORP | 0% | +0.01% | Add |
| 18 | TROW | T Rowe Price Group Inc | — | -0.05% | Trim |
| 19 | UNH | Unitedhealth Group Inc | — | +0.56% | Add |
| 20 | WELL | Welltower Inc | 0% | -4.74% | Trim |
| 21 | ITW | Illinois Tool Works | -0.1% | +4.38% | Add |
| 22 | PANW | Palo Alto Networks Inc | -0.1% | — | Unchanged |
| 23 | HD | Home Depot Inc | -0.1% | +0.64% | Add |
| 24 | AVGO | Broadcom Inc | -0.1% | -6.47% | Trim |
| 25 | MELI | Mercadolibre Inc | -0.1% | — | Unchanged |
| 26 | O | Realty Income CORP | -0.2% | +1.66% | Add |
| 27 | ABBV | Abbvie Inc | -0.2% | -4.06% | Trim |
| 28 | T | At&t Inc | -0.3% | +5.18% | Add |
| 29 | SO | Southern Co/the | -0.3% | -0.37% | Trim |
| 30 | MSFT | Microsoft CORP | -0.4% | -0.57% | Trim |
| 31 | COIN | Coinbase Global Inc -class A | -0.5% | -0.01% | Trim |
| 32 | MO | Altria Group Inc | -0.5% | +0.75% | Add |
| 33 | UL | Unilever Plc-sponsored Adr | — | NEW | New buy |
| 34 | UL | Unilever PLC | — | EXIT | Sold out |
| 35 | MICC | The Magnum Ice Cream Company N. | — | NEW | New buy |
According to official SEC Form 13F filings, Windle Wealth, LLC reported a total U.S. public equity portfolio value of $248.9M across 34 disclosed positions in Q4 2025.
During Q4 2025, Windle Wealth, LLC's top holdings by market value included NVDA (6.9%)、AAPL (5.1%)、MSFT (4.8%). The largest single position, NVDA, represented 6.9% of total portfolio value.
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Top New Position Initiated
UL
市值: $7.9M
Top Position Liquidated / Trimmed
UL
前期市值: $7.9M
In Q4 2025, Windle Wealth, LLC made 32 total portfolio adjustments, initiating 2 new buys, adding to 20 positions, trimming 9 holdings, and fully liquidating 1 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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