Windsor Capital Management, LLC Portfolio Holdings

Windsor Capital Management, LLC

  • $356 Million
  • Q3 2025

Windsor Capital Management, LLC has filed its 13F form on October 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $356 Million distributed in 121 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $39.6M, Spdr Portfolio S&P 500 ETF (Ma with a value of $19.2M, Spdr Portfolio S&P 500 Value E with a value of $19.1M, Ishares Trust Ishares Esg Awar with a value of $16.9M, and Ishares Core S&P Mid Cap ETF with a value of $16.2M.

Examining the 13F form we can see an increase of $19M in the current position value, from $337M to 356M.

Below you can find more details about Windsor Capital Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $356 Million
ETFs: $296 Million
Technology: $18.4 Million
Financial Services: $8.93 Million
Industrials: $6.86 Million
Consumer Defensive: $6.42 Million
Consumer Cyclical: $5.34 Million
Healthcare: $4.6 Million
Energy: $1.86 Million
Other: $2.44 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$39.6 Million 11.11% of portfolio
59,166
Q3 2025 Added 3.78%
$0
$19.2 Million 5.39% of portfolio
245,362
Q3 2025 Reduced 3.84%
$0
$19.1 Million 5.36% of portfolio
345,332
Q3 2025 Added 0.3%
$0
$16.9 Million 4.75% of portfolio
181,937
Q3 2025 Added 3.33%
$0
$16.2 Million 4.54% of portfolio
248,037
Q3 2025 Added 4.55%
$0
$13.8 Million 3.86% of portfolio
297,198
Q3 2025 Added 3.0%
$0
$12.3 Million 3.46% of portfolio
483,346
Q3 2025 Added 3.03%
$0
$12.1 Million 3.4% of portfolio
516,460
Q3 2025 Added 23.77%
$0
$10.8 Million 3.04% of portfolio
444,891
Q3 2025 Reduced 3.28%
$0
$9.87 Million 2.77% of portfolio
172,549
Q3 2025 Reduced 2.16%
$0
$9.85 Million 2.77% of portfolio
414,832
Q3 2025 Added 2.53%
$0
$8.66 Million 2.43% of portfolio
169,523
Q3 2025 Added 1.35%
$0
$8.34 Million 2.34% of portfolio
139,167
Q3 2025 Reduced 1.92%
$0
$8.28 Million 2.32% of portfolio
335,285
Q3 2025 Added 0.66%
$0
$8.25 Million 2.31% of portfolio
91,116
Q3 2025 Reduced 2.97%
$0
$7.56 Million 2.12% of portfolio
161,580
Q3 2025 Added 2.87%
$0
$7.29 Million 2.05% of portfolio
148,769
Q3 2025 Added 1.08%
$0
$5.46 Million 1.53% of portfolio
19,367
Q3 2025 Reduced 4.78%
$0
$5.37 Million 1.51% of portfolio
8,061
Q3 2025 Reduced 4.31%
$0
$5.2 Million 1.46% of portfolio
125,164
Q3 2025 Added 1.06%
$0
$5.17 Million 1.45% of portfolio
101,895
Q3 2025 Reduced 1.26%
$0
$4.86 Million 1.36% of portfolio
219,519
Q3 2025 Added 85.44%
$0
$4.61 Million 1.29% of portfolio
47,035
Q3 2025 Reduced 3.38%
$0
$4.21 Million 1.18% of portfolio
74,041
Q3 2025 Added 4.03%
$0
$4.11 Million 1.15% of portfolio
34,593
Q3 2025 Reduced 1.4%
$0
$3.8 Million 1.07% of portfolio
64,784
Q3 2025 Added 7.32%
$913B
$3.09 Million 0.87% of portfolio
9,812
Q3 2025 Reduced 1.79%
$52B
$2.87 Million 0.81% of portfolio
4,000
Q4 2023 Reduced 20.0%
$275B
$2.79 Million 0.78% of portfolio
27,027
Q3 2025 Reduced 13.27%
$0
$2.55 Million 0.71% of portfolio
10,621
Q3 2025 Added 1.51%
$3.86T
$2.4 Million 0.67% of portfolio
4,643
Q3 2025 Reduced 0.56%
$150B
$2.35 Million 0.66% of portfolio
7,114
Q3 2025 Reduced 10.52%
$0
$2.12 Million 0.59% of portfolio
4,568
Q3 2025 Reduced 1.7%
$0
$2.11 Million 0.59% of portfolio
15,169
Q3 2025 Added 0.94%
$0
$2.06 Million 0.58% of portfolio
38,307
Q3 2025 Added 2.24%
$0
$1.84 Million 0.52% of portfolio
19,696
Q3 2025 Reduced 0.19%
$1.56T
$1.81 Million 0.51% of portfolio
6,481
Q3 2025 Reduced 4.01%
$0
$1.59 Million 0.45% of portfolio
29,427
Q3 2025 Reduced 2.45%
$0
$1.48 Million 0.42% of portfolio
39,228
Q3 2025 Added 17.42%
$0
$1.47 Million 0.41% of portfolio
9,562
Q3 2025 Added 0.71%
$220B
$1.34 Million 0.38% of portfolio
4,411
Q3 2025 Reduced 24.93%
$218B
$1.3 Million 0.36% of portfolio
15,501
Q3 2025 Reduced 4.0%
$0
$1.28 Million 0.36% of portfolio
12,747
Q3 2025 Added 4.01%
$557B
$1.19 Million 0.33% of portfolio
3,487
Q3 2025 Added 0.03%
$0
$1.16 Million 0.33% of portfolio
12,720
Q3 2025 Added 0.2%
$269B
$1.18 Million 0.33% of portfolio
1,485
Q3 2025 Reduced 4.56%
$2.49T
$1.15 Million 0.32% of portfolio
5,219
Q3 2025 Added 13.95%
$298B
$1.15 Million 0.32% of portfolio
17,288
Q3 2025 Reduced 0.13%
$708B
$1.11 Million 0.31% of portfolio
3,958
Q3 2025 Added 14.23%

Summary

  • Portfolio
  • No. of Stocks 121
  • Current Value $356 Million
  • Prior Value $337 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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