Windsor Capital Management, LLC has filed its 13F form on April 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $312 Million distributed in 111 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 $29.3M, Spdr Portfolio S&P 500 Value E with a value of $21.2M, Spdr Portfolio S&P 500 ETF (Ma with a value of $19.3M, Ishares Core S&P Mid Cap ETF with a value of $13.4M, and Ishares Trust Ishares Esg Awar with a value of $12.9M.

Examining the 13F form we can see an increase of $10.7M in the current position value, from $301M to 312M.

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

Portfolio value $312 Million
ETFs: $267 Million
Technology: $13.1 Million
Financial Services: $7.16 Million
Consumer Defensive: $6.98 Million
Healthcare: $5.35 Million
Consumer Cyclical: $3.78 Million
Industrials: $3.24 Million
Energy: $2.33 Million
Other: $2.63 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 111
  • Current Value $312 Million
  • Prior Value $301 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 4 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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