Sponsored

The Analysis of Windsor Capital Management, LLC's Holdings & P&L

Currently, Windsor Capital Management, LLC holds 123 types of securities in its portfolio with a total value $354.8M. In the most recent quarter, they have increased their positions in IBDW (+36.4K shares, valued at $761.0K), IBDU (+18.8K shares, valued at $437.3K), IBDT (+16.7K shares, valued at $422.2K); decreased their positions in VEA (-13.4K shares, valued at $859.6K), SPY (-1.2K shares, valued at $755.7K), IBDR (-20.9K shares, valued at $505.5K); initiated new positions in IBDW (+36.4K shares, valued at $761.0K), N/A (+929 shares, valued at $266.5K), N/A (+763 shares, valued at $261.9K).

1M P&L

+10.9M+3.01%

3M P&L

+7.9M+2.16%

HY P&L

+20.3M+5.77%

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

1N/A294.9M

85.8%

2Consumer Electronics7.3M

2.1%

3Discount Stores4.5M

1.3%

Top Industries by Stock Count

1N/A62 stocks

55.9%

2Drug Manufacturers - General4 stocks

3.6%

3Semiconductors4 stocks

3.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR58.3K shares-1.24%2026-03-312026-04-10

SPYV SPDR SERIES TRUST334.5K shares-2.59%2026-03-312026-04-10

SPYM SPDR SERIES TRUST231.2K shares-2.25%2026-03-312026-04-10

ESGD ISHARES TR175.7K shares-2.90%2026-03-312026-04-10

IJH ISHARES TR243.3K shares-2.49%2026-03-312026-04-10

SPSM SPDR SERIES TRUST292.1K shares-1.65%2026-03-312026-04-10

IBDT ISHARES TR498.9K shares3.46%2026-03-312026-04-10

IBDU ISHARES TR543.3K shares3.58%2026-03-312026-04-10

Sponsored

IBDS ISHARES TR432.7K shares-1.90%2026-03-312026-04-10

SPMD SPDR SERIES TRUST162.6K shares-3.08%2026-03-312026-04-10

IBDR ISHARES TR396.3K shares-5.00%2026-03-312026-04-10

FLOT ISHARES TR173.1K shares2.61%2026-03-312026-04-10

VRP INVESCO EXCH TRADED FD TR II341.0K shares2.16%2026-03-312026-04-10

CWB SPDR SERIES TRUST86.4K shares-3.02%2026-03-312026-04-10

VEA VANGUARD TAX-MANAGED FDS118.6K shares-10.16%2026-03-312026-04-10

SPEM SPDR INDEX SHS FDS155.2K shares-2.62%2026-03-312026-04-10

Sponsored

AAPL APPLE INC28.6K shares1.18%2026-03-312026-04-10

JPIB J P MORGAN EXCHANGE TRADED F151.6K shares2.36%2026-03-312026-04-10

IBDV ISHARES TR242.4K shares6.08%2026-03-312026-04-10

SRLN SSGA ACTIVE ETF TR129.8K shares3.46%2026-03-312026-04-10

BBHY J P MORGAN EXCHANGE TRADED F108.2K shares-0.18%2026-03-312026-04-10

XLK SELECT SECTOR SPDR TR36.5K shares-3.98%2026-03-312026-04-10

JPST J P MORGAN EXCHANGE TRADED F89.3K shares0.19%2026-03-312026-04-10

JEPI J P MORGAN EXCHANGE TRADED F76.7K shares1.19%2026-03-312026-04-10

Sponsored

SPDR SERIES TRUST SPDR SERIES TRUST45.2K shares-2.00%2026-03-312026-04-10

USRT ISHARES TR66.4K shares1.81%2026-03-312026-04-10

SPY STATE STR SPDR S&P 500 ETF T6.0K shares-16.27%2026-03-312026-04-10

IJR ISHARES TR29.9K shares-8.56%2026-03-312026-04-10

WMT WALMART INC25.3K shares-5.20%2026-03-312026-04-10

JPM JPMORGAN CHASE & CO9.9K shares0.85%2026-03-312026-04-10

XLY SELECT SECTOR SPDR TR20.6K shares-1.39%2026-03-312026-04-10

XLV SELECT SECTOR SPDR TR14.6K shares-4.08%2026-03-312026-04-10

Sponsored

DIA STATE STR SPDR DOW JONES IND4.4K shares-3.50%2026-03-312026-04-10

BROADCOM INC BROADCOM INC6.6K shares-4.24%2026-03-312026-04-10

USHY ISHARES TR52.6K shares23.91%2026-03-312026-04-10

TSM TAIWAN SEMICONDUCTOR MANUFAC5.6K shares-8.70%2026-03-312026-04-10

MSFT MICROSOFT CORP5.1K shares4.47%2026-03-312026-04-10

MERCK & CO INC MERCK & CO INC15.6K shares0.33%2026-03-312026-04-10

XLF SELECT SECTOR SPDR TR37.0K shares-2.82%2026-03-312026-04-10

EFA ISHARES TR18.0K shares-4.41%2026-03-312026-04-10

Sponsored

AXON AXON ENTERPRISE INC4.0K shares0.00%2026-03-312026-04-10

CAT CATERPILLAR INC2.1K shares-2.18%2026-03-312026-04-10

XLI SELECT SECTOR SPDR TR9.2K shares-2.92%2026-03-312026-04-10

CVX CHEVRON CORPORATION7.0K shares4.03%2026-03-312026-04-10

JNJ JOHNSON & JOHNSON5.9K shares1.61%2026-03-312026-04-10

MCD MCDONALDS CORP4.5K shares1.50%2026-03-312026-04-10

VWO VANGUARD INTL EQUITY INDEX F25.4K shares-10.38%2026-03-312026-04-10

KO COCA COLA CO17.5K shares0.99%2026-03-312026-04-10

Sponsored

AMGN AMGEN INC3.7K shares0.27%2026-03-312026-04-10

XOM EXXON MOBIL CORP7.6K shares-0.60%2026-03-312026-04-10

ICVT ISHARES TR12.4K shares2.41%2026-03-312026-04-10

GS GOLDMAN SACHS GROUP INC1.5K shares-1.08%2026-03-312026-04-10

AMZN AMAZON COM INC5.8K shares4.71%2026-03-312026-04-10

VNQ VANGUARD INDEX FDS11.9K shares-4.40%2026-03-312026-04-10

V VISA INC3.5K shares0.06%2026-03-312026-04-10

PG PROCTER & GAMBLE CO7.2K shares1.95%2026-03-312026-04-10

Sponsored

ITOT ISHARES TR7.2K shares-0.55%2026-03-312026-04-10

XLP SELECT SECTOR SPDR TR12.4K shares-1.82%2026-03-312026-04-10

PNC PNC FINL SVCS GROUP INC4.4K shares-1.09%2026-03-312026-04-10

HD HOME DEPOT INC2.7K shares6.28%2026-03-312026-04-10

XLE SELECT SECTOR SPDR TR14.6K shares-11.80%2026-03-312026-04-10

VUG VANGUARD INDEX FDS2.0K shares-0.89%2026-03-312026-04-10

TGT TARGET CORP7.1K shares-1.68%2026-03-312026-04-10

PLD PROLOGIS INC.5.9K shares0.80%2026-03-312026-04-10

Sponsored

GLD SPDR GOLD TR1.8K shares-11.48%2026-03-312026-04-10

IBDW ISHARES TR36.4K sharesnew addition2026-03-312026-04-10

EMR EMERSON ELEC CO5.8K shares-2.32%2026-03-312026-04-10

IWM ISHARES TR3.1K shares-0.20%2026-03-312026-04-10

PEP PEPSICO INC4.9K shares-4.86%2026-03-312026-04-10

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-10

ABBV ABBVIE INC3.1K shares11.40%2026-03-312026-04-10

CSCO CISCO SYS INC8.7K shares-0.18%2026-03-312026-04-10

Sponsored

VTV VANGUARD INDEX FDS3.4K shares0.15%2026-03-312026-04-10

IXN ISHARES TR6.3K shares0.00%2026-03-312026-04-10

XLU SELECT SECTOR SPDR TR13.6K shares-6.17%2026-03-312026-04-10

HON HONEYWELL INTL INC2.6K shares0.50%2026-03-312026-04-10

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.2K shares-0.50%2026-03-312026-04-10

MMM 3M CO3.9K shares0.03%2026-03-312026-04-10

MEDTRONIC PLC MEDTRONIC PLC6.4K shares-4.44%2026-03-312026-04-10

XLB SELECT SECTOR SPDR TR10.8K shares-4.51%2026-03-312026-04-10

Sponsored

META META PLATFORMS INC941 shares0.00%2026-03-312026-04-10

AXP AMERICAN EXPRESS CO1.8K shares12.76%2026-03-312026-04-10

NXPI NXP SEMICONDUCTORS N V2.7K shares-4.50%2026-03-312026-04-10

ORCL ORACLE CORP3.5K shares0.09%2026-03-312026-04-10

INVESCO QQQ TR INVESCO QQQ TR876 shares-2.23%2026-03-312026-04-10

COST COSTCO WHOLESALE CORPORATION503 shares0.00%2026-03-312026-04-10

TSLA TESLA INC1.3K shares-5.49%2026-03-312026-04-10

IWR ISHARES TR4.9K shares0.89%2026-03-312026-04-10

Sponsored

NVDA NVIDIA CORPORATION2.7K shares0.00%2026-03-312026-04-10

TRV TRAVELERS COMPANIES INC1.5K shares9.48%2026-03-312026-04-10

IBM INTERNATIONAL BUSINESS MACHS1.8K shares0.11%2026-03-312026-04-10

T AT&T INC13.3K shares0.00%2026-03-312026-04-10

CRM SALESFORCE INC2.1K shares-5.95%2026-03-312026-04-10

QCOM QUALCOMM INC2.9K shares-5.58%2026-03-312026-04-10

VCSH VANGUARD SCOTTSDALE FDS4.6K shares-3.00%2026-03-312026-04-10

CL COLGATE PALMOLIVE CO4.1K shares0.00%2026-03-312026-04-10

Sponsored

SPSB SPDR SERIES TRUST11.5K shares-2.67%2026-03-312026-04-10

NEAR ISHARES U S ETF TR6.1K shares-4.33%2026-03-312026-04-10

VIG VANGUARD SPECIALIZED FUNDS1.4K shares0.00%2026-03-312026-04-10

RTX RTX CORPORATION1.6K shares1.03%2026-03-312026-04-10

ALPHABET INC ALPHABET INC1.1K shares-2.32%2026-03-312026-04-10

ABT ABBOTT LABORATORIES2.9K shares17.13%2026-03-312026-04-10

UNP UNION PAC CORP1.1K shares0.00%2026-03-312026-04-10

VANGUARD INDEX FDS VANGUARD INDEX FDS453 shares-0.88%2026-03-312026-04-10

Sponsored

ALPHABET INC ALPHABET INC929 sharesnew addition2026-03-312026-04-10

FAST FASTENAL CO5.7K shares0.00%2026-03-312026-04-10

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP763 sharesnew addition2026-03-312026-04-10

GWW WW GRAINGER INC225 sharesnew addition2026-03-312026-04-10

IBHG ISHARES TR11.1K shares1.38%2026-03-312026-04-10

EEM ISHARES TR4.2K shares-11.69%2026-03-312026-04-10

IBHH ISHARES TR10.2K shares0.24%2026-03-312026-04-10

LLY ELI LILLY & CO259 shares12.12%2026-03-312026-04-10

Sponsored

IWP ISHARES TR1.9K shares0.05%2026-03-312026-04-10

WDC WESTERN DIGITAL CORP875 sharesnew addition2026-03-312026-04-10

BSV VANGUARD BD INDEX FDS2.9K shares0.00%2026-03-312026-04-10

CVS CVS HEALTH CORP3.0K shares0.00%2026-03-312026-04-10

IWB ISHARES TR603 shares-1.47%2026-03-312026-04-10

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC900 shares0.00%2026-03-312026-04-10

AVK ADVENT CONV & INCOME FD18.8K shares-8.68%2026-03-312026-04-10

MDY STATE STR SPDR S&P MIDCAP 40336 shares-1.75%2026-03-312026-04-10

Sponsored

PLXS PLEXUS CORP1.0K sharesnew addition2026-03-312026-04-10

GCV GABELLI CONV & INC SECS FD I12.7K shares-28.02%2026-03-312026-04-10

ACHIEVE LIFE SCIENCE INC ACHIEVE LIFE SCIENCE INC10.8K shares0.00%2026-03-312026-04-10

IVV

ISHARES TR

-1.24%

Shares58.3K

Event2026-03-31

Filed2026-04-10

SPYV

SPDR SERIES TRUST

-2.59%

Shares334.5K

Event2026-03-31

Filed2026-04-10

SPYM

SPDR SERIES TRUST

-2.25%

Shares231.2K

Event2026-03-31

Filed2026-04-10

ESGD

ISHARES TR

-2.90%

Shares175.7K

Event2026-03-31

Filed2026-04-10

IJH

ISHARES TR

-2.49%

Shares243.3K

Event2026-03-31

Filed2026-04-10

SPSM

SPDR SERIES TRUST

-1.65%

Shares292.1K

Event2026-03-31

Filed2026-04-10

IBDT

ISHARES TR

3.46%

Shares498.9K

Event2026-03-31

Filed2026-04-10

IBDU

ISHARES TR

3.58%

Shares543.3K

Event2026-03-31

Filed2026-04-10

IBDS

ISHARES TR

-1.90%

Shares432.7K

Event2026-03-31

Filed2026-04-10

SPMD

SPDR SERIES TRUST

-3.08%

Shares162.6K

Event2026-03-31

Filed2026-04-10

IBDR

ISHARES TR

-5.00%

Shares396.3K

Event2026-03-31

Filed2026-04-10

FLOT

ISHARES TR

2.61%

Shares173.1K

Event2026-03-31

Filed2026-04-10

VRP

INVESCO EXCH TRADED FD TR II

2.16%

Shares341.0K

Event2026-03-31

Filed2026-04-10

CWB

SPDR SERIES TRUST

-3.02%

Shares86.4K

Event2026-03-31

Filed2026-04-10

VEA

VANGUARD TAX-MANAGED FDS

-10.16%

Shares118.6K

Event2026-03-31

Filed2026-04-10

SPEM

SPDR INDEX SHS FDS

-2.62%

Shares155.2K

Event2026-03-31

Filed2026-04-10

AAPL

APPLE INC

1.18%

Shares28.6K

Event2026-03-31

Filed2026-04-10

JPIB

J P MORGAN EXCHANGE TRADED F

2.36%

Shares151.6K

Event2026-03-31

Filed2026-04-10

IBDV

ISHARES TR

6.08%

Shares242.4K

Event2026-03-31

Filed2026-04-10

SRLN

SSGA ACTIVE ETF TR

3.46%

Shares129.8K

Event2026-03-31

Filed2026-04-10

BBHY

J P MORGAN EXCHANGE TRADED F

-0.18%

Shares108.2K

Event2026-03-31

Filed2026-04-10

XLK

SELECT SECTOR SPDR TR

-3.98%

Shares36.5K

Event2026-03-31

Filed2026-04-10

JPST

J P MORGAN EXCHANGE TRADED F

0.19%

Shares89.3K

Event2026-03-31

Filed2026-04-10

JEPI

J P MORGAN EXCHANGE TRADED F

1.19%

Shares76.7K

Event2026-03-31

Filed2026-04-10

SPDR SERIES TRUST

-2.00%

Shares45.2K

Event2026-03-31

Filed2026-04-10

USRT

ISHARES TR

1.81%

Shares66.4K

Event2026-03-31

Filed2026-04-10

SPY

STATE STR SPDR S&P 500 ETF T

-16.27%

Shares6.0K

Event2026-03-31

Filed2026-04-10

IJR

ISHARES TR

-8.56%

Shares29.9K

Event2026-03-31

Filed2026-04-10

WMT

WALMART INC

-5.20%

Shares25.3K

Event2026-03-31

Filed2026-04-10

JPM

JPMORGAN CHASE & CO

0.85%

Shares9.9K

Event2026-03-31

Filed2026-04-10

XLY

SELECT SECTOR SPDR TR

-1.39%

Shares20.6K

Event2026-03-31

Filed2026-04-10

XLV

SELECT SECTOR SPDR TR

-4.08%

Shares14.6K

Event2026-03-31

Filed2026-04-10

DIA

STATE STR SPDR DOW JONES IND

-3.50%

Shares4.4K

Event2026-03-31

Filed2026-04-10

BROADCOM INC

-4.24%

Shares6.6K

Event2026-03-31

Filed2026-04-10

USHY

ISHARES TR

23.91%

Shares52.6K

Event2026-03-31

Filed2026-04-10

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-8.70%

Shares5.6K

Event2026-03-31

Filed2026-04-10

MSFT

MICROSOFT CORP

4.47%

Shares5.1K

Event2026-03-31

Filed2026-04-10

MERCK & CO INC

0.33%

Shares15.6K

Event2026-03-31

Filed2026-04-10

XLF

SELECT SECTOR SPDR TR

-2.82%

Shares37.0K

Event2026-03-31

Filed2026-04-10

EFA

ISHARES TR

-4.41%

Shares18.0K

Event2026-03-31

Filed2026-04-10

AXON

AXON ENTERPRISE INC

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-10

CAT

CATERPILLAR INC

-2.18%

Shares2.1K

Event2026-03-31

Filed2026-04-10

XLI

SELECT SECTOR SPDR TR

-2.92%

Shares9.2K

Event2026-03-31

Filed2026-04-10

CVX

CHEVRON CORPORATION

4.03%

Shares7.0K

Event2026-03-31

Filed2026-04-10

JNJ

JOHNSON & JOHNSON

1.61%

Shares5.9K

Event2026-03-31

Filed2026-04-10

MCD

MCDONALDS CORP

1.50%

Shares4.5K

Event2026-03-31

Filed2026-04-10

VWO

VANGUARD INTL EQUITY INDEX F

-10.38%

Shares25.4K

Event2026-03-31

Filed2026-04-10

COCA COLA CO

0.99%

Shares17.5K

Event2026-03-31

Filed2026-04-10

AMGN

AMGEN INC

0.27%

Shares3.7K

Event2026-03-31

Filed2026-04-10

XOM

EXXON MOBIL CORP

-0.60%

Shares7.6K

Event2026-03-31

Filed2026-04-10

ICVT

ISHARES TR

2.41%

Shares12.4K

Event2026-03-31

Filed2026-04-10

GOLDMAN SACHS GROUP INC

-1.08%

Shares1.5K

Event2026-03-31

Filed2026-04-10

AMZN

AMAZON COM INC

4.71%

Shares5.8K

Event2026-03-31

Filed2026-04-10

VNQ

VANGUARD INDEX FDS

-4.40%

Shares11.9K

Event2026-03-31

Filed2026-04-10

VISA INC

0.06%

Shares3.5K

Event2026-03-31

Filed2026-04-10

PROCTER & GAMBLE CO

1.95%

Shares7.2K

Event2026-03-31

Filed2026-04-10

ITOT

ISHARES TR

-0.55%

Shares7.2K

Event2026-03-31

Filed2026-04-10

XLP

SELECT SECTOR SPDR TR

-1.82%

Shares12.4K

Event2026-03-31

Filed2026-04-10

PNC

PNC FINL SVCS GROUP INC

-1.09%

Shares4.4K

Event2026-03-31

Filed2026-04-10

HOME DEPOT INC

6.28%

Shares2.7K

Event2026-03-31

Filed2026-04-10

XLE

SELECT SECTOR SPDR TR

-11.80%

Shares14.6K

Event2026-03-31

Filed2026-04-10

VUG

VANGUARD INDEX FDS

-0.89%

Shares2.0K

Event2026-03-31

Filed2026-04-10

TGT

TARGET CORP

-1.68%

Shares7.1K

Event2026-03-31

Filed2026-04-10

PLD

PROLOGIS INC.

0.80%

Shares5.9K

Event2026-03-31

Filed2026-04-10

GLD

SPDR GOLD TR

-11.48%

Shares1.8K

Event2026-03-31

Filed2026-04-10

IBDW

ISHARES TR

New

Shares36.4K

Event2026-03-31

Filed2026-04-10

EMR

EMERSON ELEC CO

-2.32%

Shares5.8K

Event2026-03-31

Filed2026-04-10

IWM

ISHARES TR

-0.20%

Shares3.1K

Event2026-03-31

Filed2026-04-10

PEP

PEPSICO INC

-4.86%

Shares4.9K

Event2026-03-31

Filed2026-04-10

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-03-31

Filed2026-04-10

ABBV

ABBVIE INC

11.40%

Shares3.1K

Event2026-03-31

Filed2026-04-10

CSCO

CISCO SYS INC

-0.18%

Shares8.7K

Event2026-03-31

Filed2026-04-10

VTV

VANGUARD INDEX FDS

0.15%

Shares3.4K

Event2026-03-31

Filed2026-04-10

IXN

ISHARES TR

0.00%

Shares6.3K

Event2026-03-31

Filed2026-04-10

XLU

SELECT SECTOR SPDR TR

-6.17%

Shares13.6K

Event2026-03-31

Filed2026-04-10

HON

HONEYWELL INTL INC

0.50%

Shares2.6K

Event2026-03-31

Filed2026-04-10

BERKSHIRE HATHAWAY INC DEL

-0.50%

Shares1.2K

Event2026-03-31

Filed2026-04-10

MMM

3M CO

0.03%

Shares3.9K

Event2026-03-31

Filed2026-04-10

MEDTRONIC PLC

-4.44%

Shares6.4K

Event2026-03-31

Filed2026-04-10

XLB

SELECT SECTOR SPDR TR

-4.51%

Shares10.8K

Event2026-03-31

Filed2026-04-10