Windle Wealth, LLC Portfolio Holdings
Windle Wealth, LLC
- $194 Billion
- Q1 2025
Windle Wealth, LLC has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $194 Billion distributed in 31 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $9.06B, At&T Inc. with a value of $9.05B, Abb Vie Inc. with a value of $8.97B, Nvidia Corp with a value of $8.69B, and Welltower Inc. with a value of $8.62B.
Examining the 13F form we can see an increase of $13.3B in the current position value, from $181B to 194B.
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
$194 Billion
Consumer Defensive: $40.1 Billion
Technology: $33.5 Billion
Communication Services: $21.7 Billion
Healthcare: $17 Billion
Utilities: $16.7 Billion
Real Estate: $16.2 Billion
Energy: $15.7 Billion
Industrials: $13.8 Billion
Other: $19.3 Billion
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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