Windle Wealth, LLC Portfolio Holdings
Windle Wealth, LLC
- $164 Billion
- Q2 2024
Windle Wealth, LLC has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $164 Billion distributed in 29 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $9.9B, Apple Inc. with a value of $9.4B, Microsoft Corp with a value of $8.76B, Procter & Gamble CO with a value of $7.4B, and Welltower Inc. with a value of $7.18B.
Examining the 13F form we can see an increase of $7.01B in the current position value, from $157B to 164B.
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
$164 Billion
Consumer Defensive: $33.9 Billion
Technology: $30.5 Billion
Communication Services: $17.8 Billion
Real Estate: $13.3 Billion
Utilities: $12.9 Billion
Healthcare: $12.7 Billion
Industrials: $12.6 Billion
Energy: $12.4 Billion
Other: $18 Billion
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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