Windle Wealth, LLC Portfolio Holdings
Windle Wealth, LLC
- $224 Billion
- Q3 2025
Windle Wealth, LLC has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $224 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 $15.3B, Microsoft Corp with a value of $11.6B, Apple Inc. with a value of $11B, Welltower Inc. with a value of $9.98B, and Abb Vie Inc. with a value of $9.97B.
Examining the 13F form we can see an increase of $19B in the current position value, from $205B to 224B.
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
$224 Billion
Technology: $52.4 Billion
Consumer Defensive: $40.6 Billion
Communication Services: $23.3 Billion
Healthcare: $19 Billion
Real Estate: $17.7 Billion
Utilities: $16.7 Billion
Energy: $16.3 Billion
Industrials: $15.7 Billion
Other: $21.9 Billion
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|