Windsor Capital Management, LLC Purchases in Q4 2024

Windsor Capital Management, LLC

  • $327 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JEPI
J P Morgan Exchange Traded Fd

ETFs
7.56K
New
$57.53 - $60.83 $435K - $460K
7.56K $435K
GOOGL
Alphabet Inc.

Communication Services
1.24K
New
$161.86 - $196.66 $201K - $244K
1.24K $234K
AMZN
Amazon Com Inc

Consumer Cyclical
462
+ 16.15%
$180.88 - $232.93 $83.6K - $108K
3.32K $728K
V
Visa Inc.

Financial Services
17
+ 0.46%
$273.87 - $320.91 $4.66K - $5.46K
3.73K $1.18M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
315
+ 35.55%
$442.29 - $483.08 $139K - $152K
1.2K $544K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
4.1K
+ 21.87%
$36.54 - $37.53 $150K - $154K
22.8K $839K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
4.08K
+ 1.02%
N/A
404K $9.59M
QQQ
Invesco Qqq Trust, Series 1

ETFs
123
+ 13.47%
$481.22 - $538.17 $59.2K - $66.2K
1.04K $529K
IBHG
Ishares Tr Ibonds 2027 Term Hi
2.63K
+ 27.84%
$22.11 - $22.54 $58.1K - $59.2K
12.1K $268K
HON
Honeywell International Inc

Industrials
12
+ 0.46%
$202.84 - $236.0 $2.43K - $2.83K
2.6K $587K
MSFT
Microsoft Corp

Technology
159
+ 3.39%
$406.35 - $454.46 $64.6K - $72.3K
4.85K $2.04M
IWB
Ishares Tr Russell 1000 ETF

ETFs
39
+ 5.91%
$311.11 - $335.64 $12.1K - $13.1K
699 $225K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
885
+ 7.84%
$23.03 - $23.33 $20.4K - $20.6K
12.2K $281K
XEL
Xcel Energy Inc

Utilities
22
+ 0.66%
$62.16 - $72.92 $1.37K - $1.6K
3.38K $227K
XLP
Consumer Staples Sector Spdr

ETFs
1
+ 0.01%
N/A
12.9K $980K
ABT
Abbott Laboratories

Healthcare
3
+ 0.13%
$111.93 - $119.39 $336 - $358
2.24K $253K
ORCL
Oracle Corp

Technology
2
+ 0.06%
$165.41 - $192.43 $331 - $385
3.46K $576K
ICF
Ishares Tr

ETFs
4
+ 0.11%
$58.8 - $66.61 $235 - $266
3.55K $213K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
8.34K
+ 2.82%
$22.71 - $23.47 $189K - $196K
304K $6.93M
ABBV
Abb Vie Inc.

Healthcare
8
+ 0.31%
$164.99 - $203.87 $1.32K - $1.63K
2.57K $456K
CMCSA
Comcast Corp

Communication Services
12
+ 0.07%
$37.39 - $45.14 $449 - $542
16.6K $623K
AMGN
Amgen Inc

Healthcare
11
+ 0.88%
$258.78 - $328.31 $2.85K - $3.61K
1.25K $326K
PEP
Pepsico Inc

Consumer Defensive
3
+ 0.06%
$151.29 - $176.1 $454 - $528
4.83K $733K
NXPI
Nxp Semiconductors N.V.

Technology
5
+ 0.18%
$207.27 - $255.58 $1.04K - $1.28K
2.84K $590K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
3.56K
+ 0.73%
$23.88 - $24.32 $85K - $86.6K
494K $11.8M
PLD
Prologis, Inc.

Real Estate
12
+ 0.2%
$101.4 - $126.96 $1.22K - $1.52K
6.02K $636K
JNJ
Johnson & Johnson

Healthcare
12
+ 0.17%
$143.34 - $165.86 $1.72K - $1.99K
7.25K $1.05M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
2.74K
+ 0.6%
$24.82 - $25.48 $68.1K - $69.9K
458K $11.4M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
295
+ 0.2%
$38.37 - $42.82 $11.3K - $12.6K
150K $5.74M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
2.45K
+ 1.49%
$75.65 - $83.47 $185K - $204K
167K $12.7M
Activity Summary
Buys All Purchases 31 New Holdings 2 Increased Positions 29 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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