The Analysis of Windle Wealth, LLC's Holdings
Currently, Windle Wealth, LLC holds 34 types of securities in its portfolio with a total value $223.2M. In the most recent quarter, they have increased their positions in N/A (+121.3K shares, valued at $7.9M), VZ (+16.9K shares, valued at $689.8K), PG (+4.8K shares, valued at $689.5K); decreased their positions in N/A (-1.9K shares, valued at $667.3K), WELL (-2.7K shares, valued at $493.5K), JNJ (-2.1K shares, valued at $433.8K); initiated new positions in N/A (+121.3K shares, valued at $7.9M), N/A (+14.3K shares, valued at $226.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION82.2K shares0.01%2025-12-312026-01-23
AAPL APPLE INC42.0K shares-3.04%2025-12-312026-01-23 MSFT MICROSOFT CORP22.3K shares-0.57%2025-12-312026-01-23 WELL WELLTOWER INC53.4K shares-4.74%2025-12-312026-01-23 BROADCOM INC BROADCOM INC27.8K shares-6.47%2025-12-312026-01-23 ABBV ABBVIE INC41.3K shares-4.06%2025-12-312026-01-23 JNJ JOHNSON & JOHNSON45.5K shares-4.40%2025-12-312026-01-23 XOM EXXON MOBIL CORP74.3K shares1.97%2025-12-312026-01-23 KO COCA COLA CO122.5K shares2.10%2025-12-312026-01-23 PG PROCTER AND GAMBLE CO59.5K shares8.80%2025-12-312026-01-23 MMM 3M CO52.2K shares1.29%2025-12-312026-01-23 CVX CHEVRON CORP NEW54.4K shares4.23%2025-12-312026-01-23 ED CONSOLIDATED EDISON INC82.5K shares3.45%2025-12-312026-01-23 MCD MCDONALDS CORP26.6K shares1.33%2025-12-312026-01-23 ALPHABET INC ALPHABET INC25.9K shares0.07%2025-12-312026-01-23 T AT&T INC323.3K shares5.18%2025-12-312026-01-23 VZ VERIZON COMMUNICATIONS INC196.5K shares9.43%2025-12-312026-01-23 UNILEVER PLC UNILEVER PLC121.3K sharesnew addition2025-12-312026-01-23 SO SOUTHERN CO90.9K shares-0.37%2025-12-312026-01-23 MO ALTRIA GROUP INC137.0K shares0.75%2025-12-312026-01-23 ITW ILLINOIS TOOL WKS INC31.0K shares4.38%2025-12-312026-01-23 PEP PEPSICO INC52.3K shares0.36%2025-12-312026-01-23 O REALTY INCOME CORP128.3K shares1.66%2025-12-312026-01-23 TROW PRICE T ROWE GROUP INC69.5K shares-0.05%2025-12-312026-01-23 AMZN AMAZON COM INC12.9K shares0.04%2025-12-312026-01-23 COIN COINBASE GLOBAL INC9.6K shares-0.01%2025-12-312026-01-23 MELI MERCADOLIBRE INC898 shares0.00%2025-12-312026-01-23 PANW PALO ALTO NETWORKS INC5.3K shares0.00%2025-12-312026-01-23 HD HOME DEPOT INC2.7K shares0.64%2025-12-312026-01-23 TSLA TESLA INC1.7K shares0.75%2025-12-312026-01-23 ALPHABET INC ALPHABET INC1.7K shares0.06%2025-12-312026-01-23 TSM TAIWAN SEMICONDUCTOR MFG LTD900 shares0.00%2025-12-312026-01-23 UNH UNITEDHEALTH GROUP INC713 shares0.56%2025-12-312026-01-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available