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The Analysis of Windle Wealth, LLC's Holdings & P&L

Currently, Windle Wealth, LLC holds 32 types of securities in its portfolio with a total value $236.7M. In the most recent quarter, they have increased their positions in TROW (+13.2K shares, valued at $1.2M), MSFT (+3.2K shares, valued at $1.2M), N/A (+2.2K shares, valued at $676.3K); decreased their positions in PG (-3.9K shares, valued at $560.1K), XOM (-2.0K shares, valued at $343.4K), CVX (-1.3K shares, valued at $263.2K).

1M P&L

+5.1M+2.46%

3M P&L

+1.1M+0.50%

HY P&L

+15.5M+7.80%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Drug Manufacturers - General18.9M

9.6%

2Oil & Gas Integrated17.2M

8.8%

3Utilities - Regulated Electric16.1M

8.2%

Top Industries by Stock Count

1Drug Manufacturers - General2 stocks

6.9%

2Internet Retail2 stocks

6.9%

3Telecom Services2 stocks

6.9%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION82.2K shares0.00%2026-03-312026-05-11

XOM EXXON MOBIL CORP72.2K shares-2.73%2026-03-312026-05-11

JNJ JOHNSON & JOHNSON45.0K shares-1.08%2026-03-312026-05-11

AAPL APPLE INC43.3K shares3.28%2026-03-312026-05-11

CVX CHEVRON CORPORATION53.1K shares-2.34%2026-03-312026-05-11

WELL WELLTOWER INC54.2K shares1.58%2026-03-312026-05-11

T AT&T INC340.1K shares5.20%2026-03-312026-05-11

VZ VERIZON COMMUNICATIONS INC195.4K shares-0.55%2026-03-312026-05-11

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ED CONSOLIDATED EDISON INC84.6K shares2.64%2026-03-312026-05-11

MSFT MICROSOFT CORP25.5K shares14.23%2026-03-312026-05-11

KO COCA COLA CO123.5K shares0.79%2026-03-312026-05-11

MO ALTRIA GROUP INC142.2K shares3.79%2026-03-312026-05-11

ABBV ABBVIE INC42.8K shares3.54%2026-03-312026-05-11

BROADCOM INC BROADCOM INC30.0K shares7.85%2026-03-312026-05-11

SO SOUTHERN CO95.3K shares4.84%2026-03-312026-05-11

MCD MCDONALDS CORP27.7K shares4.01%2026-03-312026-05-11

Sponsored

ITW ILLINOIS TOOL WKS INC31.6K shares1.90%2026-03-312026-05-11

PEP PEPSICO INC52.7K shares0.74%2026-03-312026-05-11

PG PROCTER & GAMBLE CO55.6K shares-6.52%2026-03-312026-05-11

O REALTY INCOME CORP130.9K shares2.06%2026-03-312026-05-11

MMM 3M CO54.6K shares4.72%2026-03-312026-05-11

TROW PRICE T ROWE GROUP INC82.7K shares18.95%2026-03-312026-05-11

ALPHABET INC ALPHABET INC25.9K shares0.10%2026-03-312026-05-11

UNILEVER PLC UNILEVER PLC125.9K shares3.84%2026-03-312026-05-11

Sponsored

AMZN AMAZON COM INC12.9K shares0.09%2026-03-312026-05-11

COIN COINBASE GLOBAL INC12.1K shares26.66%2026-03-312026-05-11

MELI MERCADOLIBRE INC898 shares0.00%2026-03-312026-05-11

HD HOME DEPOT INC2.7K shares0.97%2026-03-312026-05-11

PANW PALO ALTO NETWORKS INC5.3K shares0.00%2026-03-312026-05-11

TSM TAIWAN SEMICONDUCTOR MANUFAC2.4K shares166.67%2026-03-312026-05-11

TSLA TESLA INC1.8K shares2.36%2026-03-312026-05-11

ALPHABET INC ALPHABET INC1.7K shares0.06%2026-03-312026-05-11

Sponsored

NVDA

NVIDIA CORPORATION

0.00%

Shares82.2K

Event2026-03-31

Filed2026-05-11

XOM

EXXON MOBIL CORP

-2.73%

Shares72.2K

Event2026-03-31

Filed2026-05-11

JNJ

JOHNSON & JOHNSON

-1.08%

Shares45.0K

Event2026-03-31

Filed2026-05-11

AAPL

APPLE INC

3.28%

Shares43.3K

Event2026-03-31

Filed2026-05-11

CVX

CHEVRON CORPORATION

-2.34%

Shares53.1K

Event2026-03-31

Filed2026-05-11

WELL

WELLTOWER INC

1.58%

Shares54.2K

Event2026-03-31

Filed2026-05-11

AT&T INC

5.20%

Shares340.1K

Event2026-03-31

Filed2026-05-11

VERIZON COMMUNICATIONS INC

-0.55%

Shares195.4K

Event2026-03-31

Filed2026-05-11

CONSOLIDATED EDISON INC

2.64%

Shares84.6K

Event2026-03-31

Filed2026-05-11

MSFT

MICROSOFT CORP

14.23%

Shares25.5K

Event2026-03-31

Filed2026-05-11

COCA COLA CO

0.79%

Shares123.5K

Event2026-03-31

Filed2026-05-11

ALTRIA GROUP INC

3.79%

Shares142.2K

Event2026-03-31

Filed2026-05-11

ABBV

ABBVIE INC

3.54%

Shares42.8K

Event2026-03-31

Filed2026-05-11

BROADCOM INC

7.85%

Shares30.0K

Event2026-03-31

Filed2026-05-11

SOUTHERN CO

4.84%

Shares95.3K

Event2026-03-31

Filed2026-05-11

MCD

MCDONALDS CORP

4.01%

Shares27.7K

Event2026-03-31

Filed2026-05-11

ITW

ILLINOIS TOOL WKS INC

1.90%

Shares31.6K

Event2026-03-31

Filed2026-05-11

PEP

PEPSICO INC

0.74%

Shares52.7K

Event2026-03-31

Filed2026-05-11

PROCTER & GAMBLE CO

-6.52%

Shares55.6K

Event2026-03-31

Filed2026-05-11

REALTY INCOME CORP

2.06%

Shares130.9K

Event2026-03-31

Filed2026-05-11

MMM

3M CO

4.72%

Shares54.6K

Event2026-03-31

Filed2026-05-11

TROW

PRICE T ROWE GROUP INC

18.95%

Shares82.7K

Event2026-03-31

Filed2026-05-11

ALPHABET INC

0.10%

Shares25.9K

Event2026-03-31

Filed2026-05-11

UNILEVER PLC

3.84%

Shares125.9K

Event2026-03-31

Filed2026-05-11

AMZN

AMAZON COM INC

0.09%

Shares12.9K

Event2026-03-31

Filed2026-05-11

COIN

COINBASE GLOBAL INC

26.66%

Shares12.1K

Event2026-03-31

Filed2026-05-11

MELI

MERCADOLIBRE INC

0.00%

Shares898

Event2026-03-31

Filed2026-05-11

HOME DEPOT INC

0.97%

Shares2.7K

Event2026-03-31

Filed2026-05-11

PANW

PALO ALTO NETWORKS INC

0.00%

Shares5.3K

Event2026-03-31

Filed2026-05-11

TSM

TAIWAN SEMICONDUCTOR MANUFAC

166.67%

Shares2.4K

Event2026-03-31

Filed2026-05-11

TSLA

TESLA INC

2.36%

Shares1.8K

Event2026-03-31

Filed2026-05-11

ALPHABET INC

0.06%

Shares1.7K

Event2026-03-31

Filed2026-05-11

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available