The Analysis of Windle Wealth, LLC's Holdings


Currently, Windle Wealth, LLC holds 33 types of securities in its portfolio with a total value $223.5M. In the most recent quarter, they have increased their positions in PG (+4.9K shares, valued at $745.3K), ED (+3.6K shares, valued at $359.8K), MMM (+2.3K shares, valued at $354.4K); decreased their positions in TROW (-4.1K shares, valued at $418.2K), AVGO (-798 shares, valued at $263.3K), O (-1.8K shares, valued at $108.9K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION82.2K shares0.01%2025-09-302025-11-06history
MSFT MICROSOFT CORP22.5K shares-0.12%2025-09-302025-11-06history
AAPL APPLE INC43.3K shares0.61%2025-09-302025-11-06history
WELL WELLTOWER INC56.0K shares-0.00%2025-09-302025-11-06history
ABBV ABBVIE INC43.1K shares0.90%2025-09-302025-11-06history
AVGO BROADCOM INC29.8K shares-2.61%2025-09-302025-11-06history
MO ALTRIA GROUP INC135.9K shares-0.01%2025-09-302025-11-06history
JNJ JOHNSON & JOHNSON47.6K shares-0.48%2025-09-302025-11-06history
Sponsored
T AT&T INC307.4K shares0.13%2025-09-302025-11-06history
SO SOUTHERN CO91.3K shares1.48%2025-09-302025-11-06history
PG PROCTER AND GAMBLE CO54.7K shares9.74%2025-09-302025-11-06history
XOM EXXON MOBIL CORP72.8K shares2.14%2025-09-302025-11-06history
CVX CHEVRON CORP NEW52.2K shares2.98%2025-09-302025-11-06history
ED CONSOLIDATED EDISON INC79.7K shares4.70%2025-09-302025-11-06history
MMM 3M CO51.5K shares4.64%2025-09-302025-11-06history
MCD MCDONALDS CORP26.3K shares2.02%2025-09-302025-11-06history
Sponsored
KO COCA COLA CO120.0K shares2.85%2025-09-302025-11-06history
UL UNILEVER PLC133.2K shares3.79%2025-09-302025-11-06history
VZ VERIZON COMMUNICATIONS INC179.5K shares1.09%2025-09-302025-11-06history
ITW ILLINOIS TOOL WKS INC29.7K shares3.19%2025-09-302025-11-06history
O REALTY INCOME CORP126.2K shares-1.40%2025-09-302025-11-06history
PEP PEPSICO INC52.1K shares1.00%2025-09-302025-11-06history
TROW PRICE T ROWE GROUP INC69.5K shares-5.53%2025-09-302025-11-06history
GOOG ALPHABET INC25.9K shares0.09%2025-09-302025-11-06history
Sponsored
COIN COINBASE GLOBAL INC9.6K shares0.02%2025-09-302025-11-06history
AMZN AMAZON COM INC12.9K shares0.00%2025-09-302025-11-06history
MELI MERCADOLIBRE INC898 shares0.00%2025-09-302025-11-06history
PANW PALO ALTO NETWORKS INC5.3K shares0.00%2025-09-302025-11-06history
HD HOME DEPOT INC2.7K shares0.53%2025-09-302025-11-06history
TSLA TESLA INC1.7K shares0.00%2025-09-302025-11-06history
GOOGL ALPHABET INC1.7K shares0.06%2025-09-302025-11-06history
TSM TAIWAN SEMICONDUCTOR MFG LTD900 shares0.00%2025-09-302025-11-06history
Sponsored
UNH UNITEDHEALTH GROUP INC709 shares0.71%2025-09-302025-11-06history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available