Windle Wealth, LLC Portfolio Holdings

Windle Wealth, LLC

  • $194 Billion
  • Q1 2025

Windle Wealth, LLC has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $194 Billion distributed in 31 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $9.06B, At&T Inc. with a value of $9.05B, Abb Vie Inc. with a value of $8.97B, Nvidia Corp with a value of $8.69B, and Welltower Inc. with a value of $8.62B.

Examining the 13F form we can see an increase of $13.3B in the current position value, from $181B to 194B.

Windle Wealth, LLC is based out at Oklahoma City, OK

Below you can find more details about Windle Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $194 Billion
Consumer Defensive: $40.1 Billion
Technology: $33.5 Billion
Communication Services: $21.7 Billion
Healthcare: $17 Billion
Utilities: $16.7 Billion
Real Estate: $16.2 Billion
Energy: $15.7 Billion
Industrials: $13.8 Billion
Other: $19.3 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.38T
$9.06 Billion 4.67% of portfolio
40,777
Q1 2025 Reduced 5.9%
$192B
$9.05 Billion 4.66% of portfolio
320,121
Q1 2025 Reduced 10.87%
$338B
$8.97 Billion 4.62% of portfolio
42,823
Q1 2025 Added 4.39%
$431B
$8.69 Billion 4.48% of portfolio
80,185
Q4 2024 Added 0.02%
$73B
$8.62 Billion 4.44% of portfolio
56,250
Q1 2025 Reduced 13.66%
$35.7B
$8.53 Billion 4.39% of portfolio
77,098
Q1 2025 Added 6.24%
$369B
$8.39 Billion 4.32% of portfolio
49,208
Q1 2025 Added 2.98%
$305B
$8.36 Billion 4.31% of portfolio
116,758
Q1 2025 Added 3.2%
$3.81T
$8.37 Billion 4.31% of portfolio
22,294
Q1 2025 Added 4.88%
$172B
$8.34 Billion 4.3% of portfolio
183,890
Q1 2025 Added 8.17%
$104B
$8.28 Billion 4.27% of portfolio
137,993
Q1 2025 Reduced 5.64%
$102B
$8.17 Billion 4.21% of portfolio
88,894
Q1 2025 Added 0.67%
$426B
$8.05 Billion 4.14% of portfolio
48,524
Q1 2025 Added 6.28%
$465B
$8 Billion 4.12% of portfolio
67,259
Q1 2025 Added 9.83%
$221B
$7.98 Billion 4.11% of portfolio
25,537
Q1 2025 Added 2.69%
$152B
$7.74 Billion 3.99% of portfolio
129,967
Q1 2025 Added 0.85%
$34.8B
$7.57 Billion 3.9% of portfolio
130,469
Q1 2025 Added 5.51%
$200B
$7.37 Billion 3.8% of portfolio
49,176
Q1 2025 Added 17.25%
$87.9B
$6.97 Billion 3.59% of portfolio
47,488
Q1 2025 Reduced 23.51%
$79.2B
$6.87 Billion 3.54% of portfolio
27,720
Q1 2025 Added 3.49%
$24B
$5.95 Billion 3.07% of portfolio
64,792
Q1 2025 Added 4.74%
$116B
$5.06 Billion 2.6% of portfolio
30,208
Q1 2025 New
$1.12T
$4.03 Billion 2.08% of portfolio
25,804
Q1 2025 Added 0.12%
$2.28T
$2.45 Billion 1.26% of portfolio
12,884
Q4 2024 Added 6.62%
$118B
$1.75 Billion 0.9% of portfolio
898
Q4 2022 New
$58.2B
$1.42 Billion 0.73% of portfolio
8,268
Q1 2025 Added 5.08%
$368B
$961 Million 0.49% of portfolio
2,622
Q1 2025 Added 0.61%
$58.7B
$911 Million 0.47% of portfolio
5,338
Q4 2024 Added 100.0%
$1.01T
$252 Million 0.13% of portfolio
971
Q1 2025 Added 36.76%
$1.07T
$258 Million 0.13% of portfolio
1,668
Q1 2025 Added 0.12%

Summary

  • Portfolio
  • No. of Stocks 31
  • Current Value $194 Billion
  • Prior Value $181 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 05, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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