Windle Wealth, LLC Portfolio Holdings by Sector
Windle Wealth, LLC
- $157 Billion
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Household & Personal Products | Consumer Defensive
PG UL 2 stocks |
$13.5 Million
8.98% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$13.3 Million
8.83% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
ABBV JNJ 2 stocks |
$13.2 Million
8.76% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
VZ T 2 stocks |
$13.2 Million
8.76% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
SO ED 2 stocks |
$12.7 Million
8.41% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP 2 stocks |
$12.6 Million
8.35% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT PANW 2 stocks |
$9.16 Million
6.08% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$7.24 Million
4.81% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
TROW 1 stocks |
$6.75 Million
4.48% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
REIT—Healthcare Facilities | Real Estate
WELL 1 stocks |
$6.7 Million
4.45% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
ITW 1 stocks |
$6.64 Million
4.41% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Tobacco | Consumer Defensive
MO 1 stocks |
$6.43 Million
4.27% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$6.36 Million
4.22% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$6.11 Million
4.06% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
REIT—Retail | Real Estate
O 1 stocks |
$5.9 Million
3.92% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG 1 stocks |
$3.61 Million
2.4% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN MELI 2 stocks |
$3.6 Million
2.39% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
COIN 1 stocks |
$1.58 Million
1.05% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
ETFs | ETFs
GBTC 1 stocks |
$1.08 Million
0.72% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$981,813
0.65% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|