Windle Wealth, LLC Portfolio Holdings

Windle Wealth, LLC

  • $205 Billion
  • Q2 2025

Windle Wealth, LLC has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $205 Billion distributed in 33 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $13B, Microsoft Corp with a value of $11.2B, At&T Inc. with a value of $8.88B, Apple Inc. with a value of $8.83B, and Welltower Inc. with a value of $8.62B.

Examining the 13F form we can see an increase of $10.4B in the current position value, from $194B to 205B.

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 $205 Billion
Technology: $46.1 Billion
Consumer Defensive: $38.8 Billion
Communication Services: $21.4 Billion
Real Estate: $16 Billion
Utilities: $15.9 Billion
Healthcare: $15.4 Billion
Energy: $14.9 Billion
Industrials: $14.6 Billion
Other: $21.3 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$416B
$13 Billion 6.35% of portfolio
82,192
Q2 2025 Added 2.5%
$3.77T
$11.2 Billion 5.47% of portfolio
22,479
Q2 2025 Added 0.83%
$195B
$8.88 Billion 4.34% of portfolio
306,999
Q2 2025 Reduced 4.1%
$3.45T
$8.83 Billion 4.31% of portfolio
43,016
Q2 2025 Added 5.49%
$74.6B
$8.62 Billion 4.21% of portfolio
56,041
Q2 2025 Reduced 0.37%
$113B
$8.43 Billion 4.12% of portfolio
30,575
Q2 2025 Added 1.21%
$104B
$8.26 Billion 4.04% of portfolio
89,931
Q2 2025 Added 1.17%
$301B
$8.25 Billion 4.04% of portfolio
116,664
Q2 2025 Reduced 0.08%
$107B
$7.97 Billion 3.9% of portfolio
135,958
Q2 2025 Reduced 1.47%
$375B
$7.94 Billion 3.88% of portfolio
49,826
Q2 2025 Added 1.26%
$331B
$7.92 Billion 3.87% of portfolio
42,688
Q2 2025 Reduced 0.32%
$153B
$7.85 Billion 3.84% of portfolio
128,326
Q2 2025 Reduced 1.26%
$452B
$7.69 Billion 3.76% of portfolio
71,311
Q2 2025 Added 6.02%
$180B
$7.68 Billion 3.76% of portfolio
177,587
Q2 2025 Reduced 3.43%
$36.7B
$7.64 Billion 3.74% of portfolio
76,135
Q2 2025 Reduced 1.25%
$220B
$7.53 Billion 3.68% of portfolio
25,775
Q2 2025 Added 0.93%
$35.7B
$7.37 Billion 3.6% of portfolio
127,968
Q2 2025 Reduced 1.92%
$439B
$7.3 Billion 3.57% of portfolio
47,822
Q2 2025 Reduced 1.45%
$294B
$7.25 Billion 3.55% of portfolio
50,642
Q2 2025 Added 9.64%
$79.9B
$7.12 Billion 3.48% of portfolio
28,793
Q2 2025 Added 3.87%
$24B
$7.1 Billion 3.47% of portfolio
73,624
Q2 2025 Added 13.63%
$201B
$6.81 Billion 3.33% of portfolio
51,609
Q2 2025 Added 4.95%
$1.17T
$4.58 Billion 2.24% of portfolio
25,834
Q2 2025 Added 0.12%
$57.3B
$3.35 Billion 1.64% of portfolio
9,568
Q2 2025 Added 15.72%
$2.32T
$2.83 Billion 1.38% of portfolio
12,884
Q4 2024 Added 6.62%
$120B
$2.35 Billion 1.15% of portfolio
898
Q4 2022 New
$58.9B
$1.09 Billion 0.53% of portfolio
5,338
Q4 2024 Added 100.0%
$380B
$968 Million 0.47% of portfolio
2,640
Q2 2025 Added 0.69%
$1.05T
$547 Million 0.27% of portfolio
1,722
Q2 2025 Added 77.34%
$1.14T
$294 Million 0.14% of portfolio
1,670
Q2 2025 Added 0.12%
$267B
$220 Million 0.11% of portfolio
704
Q2 2025 New
$1.22T
$204 Million 0.1% of portfolio
900
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 33
  • Current Value $205 Billion
  • Prior Value $194 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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