Windsor Capital Management, LLC Purchases in Q3 2025

Windsor Capital Management, LLC

  • $356 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
2.15K
+ 3.78%
$620.67 - $670.08 $1.34M - $1.44M
59.2K $39.6M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
99.2K
+ 23.77%
$23.13 - $23.54 $2.29M - $2.33M
516K $12.1M
IBDV
Ishares Tr

Technology
101K
+ 85.44%
$21.75 - $22.22 $2.2M - $2.25M
220K $4.86M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
8.65K
+ 3.0%
$42.26 - $47.16 $366K - $408K
297K $13.8M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
10.8K
+ 4.55%
$62.09 - $66.51 $670K - $717K
248K $16.2M
AAPL
Apple Inc.

Technology
16
+ 0.06%
$202.38 - $256.87 $3.24K - $4.11K
29K $7.37M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
5.87K
+ 3.33%
$87.05 - $93.19 $511K - $547K
182K $16.9M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.03K
+ 0.3%
$52.12 - $55.33 $53.5K - $56.8K
345K $19.1M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.5K
+ 2.87%
$42.67 - $46.91 $192K - $211K
162K $7.56M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
14.2K
+ 3.03%
$25.24 - $25.56 $358K - $363K
483K $12.3M
ORCL
Oracle Corp

Technology
493
+ 14.23%
$218.96 - $328.33 $108K - $162K
3.96K $1.11M
NVDA
Nvidia Corp

Technology
1.4K
+ 89.46%
$153.3 - $186.58 $215K - $261K
2.97K $553K
XLY
Select Sector Spdr Consumer Di

ETFs
158
+ 1.51%
$216.09 - $242.18 $34.1K - $38.3K
10.6K $2.55M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
10.3K
+ 2.53%
N/A
415K $9.85M
URI
United Rentals, Inc.

Industrials
255
New
$774.14 - $975.23 $197K - $249K
255 $243K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
5.82K
+ 17.42%
$37.14 - $37.85 $216K - $220K
39.2K $1.48M
TSLA
Tesla, Inc.

Consumer Cyclical
58
+ 4.71%
$293.94 - $444.72 $17K - $25.8K
1.29K $573K
ICVT
Ishares Tr Convertible Bond Et

ETFs
492
+ 4.01%
$89.29 - $100.17 $43.9K - $49.3K
12.7K $1.28M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.87K
+ 4.03%
$55.61 - $57.37 $160K - $165K
74K $4.21M
AMZN
Amazon Com Inc

Consumer Cyclical
639
+ 13.95%
$211.65 - $238.24 $135K - $152K
5.22K $1.15M
JPIB
Jpmorgan International Bond Op

ETFs
1.59K
+ 1.08%
$48.32 - $49.13 $76.9K - $78.2K
149K $7.29M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
2.2K
+ 0.66%
$24.39 - $24.93 $53.7K - $54.9K
335K $8.28M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
2.26K
+ 1.35%
$50.82 - $51.09 $115K - $115K
170K $8.66M
ABBV
Abb Vie Inc.

Healthcare
7
+ 0.27%
$184.85 - $231.54 $1.29K - $1.62K
2.64K $610K
HD
Home Depot, Inc.

Consumer Cyclical
14
+ 0.55%
$357.4 - $423.42 $5K - $5.93K
2.55K $1.03M
XLF
Financial Sector Spdr

ETFs
839
+ 2.24%
$51.37 - $54.25 $43.1K - $45.5K
38.3K $2.06M
XLV
Select Sector Spdr Fund Health

ETFs
142
+ 0.94%
$129.01 - $139.72 $18.3K - $19.8K
15.2K $2.11M
CVX
Chevron Corp

Energy
3
+ 0.05%
$145.57 - $161.83 $437 - $485
6.33K $982K
XLI
Industrial Sector Spdr

ETFs
67
+ 0.71%
$147.94 - $154.99 $9.91K - $10.4K
9.56K $1.47M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
73
+ 15.4%
$567.77 - $614.76 $41.4K - $44.9K
547 $334K
XLE
Energy Sector Spdr

ETFs
310
+ 3.88%
$84.25 - $91.99 $26.1K - $28.5K
8.3K $741K
SRLN
Ssga Active Trust

ETFs
1.31K
+ 1.06%
$41.28 - $41.65 $54K - $54.4K
125K $5.2M
CSCO
Cisco Systems, Inc.

Technology
823
+ 9.35%
$66.2 - $71.79 $54.5K - $59.1K
9.62K $658K
QCOM
Qualcomm Inc

Technology
111
+ 3.68%
$145.84 - $173.55 $16.2K - $19.3K
3.13K $520K
VNQ
Vanguard Specialized Funds Van

ETFs
25
+ 0.2%
$88.47 - $93.24 $2.21K - $2.33K
12.7K $1.16M
AMGN
Amgen Inc

Healthcare
65
+ 4.25%
$271.18 - $309.22 $17.6K - $20.1K
1.59K $449K
XLB
Select Sector Spdr Fd Material

ETFs
72
+ 1.24%
$86.72 - $92.61 $6.24K - $6.67K
5.86K $525K
XLP
Consumer Staples Sector Spdr

ETFs
187
+ 1.62%
N/A
11.7K $893K
MMM
3 M CO

Industrials
1
+ 0.03%
$144.41 - $160.2 $144 - $160
3.9K $604K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
63
+ 2.23%
$78.11 - $79.07 $4.92K - $4.98K
2.89K $228K
TIP
Ishares Tr Tips Bd ETF

ETFs
6
+ 0.27%
$109.11 - $111.88 $655 - $671
2.24K $249K
IBHG
Ishares Tr Ibonds 2027 Term Hi
85
+ 0.71%
$22.38 - $22.53 $1.9K - $1.92K
12.1K $272K
HYG
Ishares Tr

ETFs
6
+ 0.24%
$79.85 - $81.32 $479 - $488
2.5K $202K
Ferguson Enterprises Inc
900
New
N/A
900 $0
NKE
Nike, Inc.

Consumer Cyclical
6
+ 0.19%
$69.24 - $79.24 $415 - $475
3.2K $223K
ABT
Abbott Laboratories

Healthcare
2
+ 0.09%
$120.51 - $136.62 $241 - $273
2.25K $301K
V
Visa Inc.

Financial Services
1
+ 0.03%
$332.09 - $358.86 $332 - $359
3.49K $1.19M
CMCSA
Comcast Corp

Communication Services
16
+ 0.14%
$31.41 - $36.33 $503 - $581
11.5K $361K
HON
Honeywell International Inc

Industrials
13
+ 0.51%
$207.7 - $240.4 $2.7K - $3.13K
2.58K $543K
Activity Summary
Buys All Purchases 50 New Holdings 2 Increased Positions 48 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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