Windle Wealth, LLC Portfolio Holdings
Windle Wealth, LLC
- $184 Billion
- Q3 2024
Windle Wealth, LLC has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $184 Billion distributed in 32 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $10.1B, Nvidia Corp with a value of $9.74B, Welltower Inc. with a value of $8.86B, Microsoft Corp with a value of $8.76B, and 3 M CO with a value of $8.46B.
Examining the 13F form we can see an increase of $20B in the current position value, from $164B to 184B.
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
$184 Billion
Consumer Defensive: $37.9 Billion
Technology: $30.7 Billion
Communication Services: $19.9 Billion
Real Estate: $16.2 Billion
Industrials: $15.3 Billion
Utilities: $15 Billion
Healthcare: $14.7 Billion
Energy: $13.4 Billion
Other: $19.9 Billion
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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