Windsor Capital Management, LLC Incresed Positions in Q1 2025

Windsor Capital Management, LLC

  • $320 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JEPI
J P Morgan Exchange Traded Fd

ETFs
59.5K
+ 787.27%
$56.17 - $59.71 $3.34M - $3.56M
67.1K $3.83M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
5.54K
+ 3.33%
$75.32 - $84.77 $417K - $470K
172K $14.1M
AAPL
Apple Inc.

Technology
5.44K
+ 22.69%
$209.68 - $247.1 $1.14M - $1.34M
29.4K $6.53M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
12.3K
+ 2.69%
$24.79 - $25.26 $305K - $311K
471K $11.9M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.38K
+ 3.59%
$37.07 - $40.63 $199K - $218K
155K $6.1M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
11K
+ 3.63%
$22.61 - $23.14 $250K - $255K
315K $7.28M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
5.6K
+ 1.13%
$23.9 - $24.18 $134K - $135K
500K $12.1M
JPIB
Jpmorgan International Bond Op

ETFs
2.63K
+ 1.81%
$46.97 - $48.35 $124K - $127K
148K $7.1M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
5.07K
+ 22.19%
$36.63 - $37.45 $186K - $190K
27.9K $1.03M
CVX
Chevron Corp

Energy
122
+ 1.94%
$146.71 - $167.97 $17.9K - $20.5K
6.42K $1.07M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
1.63K
+ 0.98%
$50.87 - $51.09 $82.9K - $83.3K
168K $8.58M
AMGN
Amgen Inc

Healthcare
120
+ 9.57%
$258.59 - $327.36 $31K - $39.3K
1.37K $428K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
4.04K
+ 1.0%
N/A
408K $9.69M
ABBV
Abb Vie Inc.

Healthcare
49
+ 1.91%
$169.2 - $216.66 $8.29K - $10.6K
2.62K $548K
XLE
Energy Sector Spdr

ETFs
84
+ 0.97%
$85.7 - $93.96 $7.2K - $7.89K
8.76K $818K
MDT
Medtronic PLC

Healthcare
46
+ 0.67%
$79.84 - $94.5 $3.67K - $4.35K
6.91K $621K
USRT
Ishares Core U.S. Reit ETF

ETFs
716
+ 1.24%
$55.14 - $60.29 $39.5K - $43.2K
58.4K $3.36M
ABT
Abbott Laboratories

Healthcare
20
+ 0.89%
$111.1 - $140.22 $2.22K - $2.8K
2.26K $299K
TRV
Travelers Companies, Inc.

Financial Services
48
+ 3.68%
$232.43 - $265.13 $11.2K - $12.7K
1.35K $357K
PLD
Prologis, Inc.

Real Estate
13
+ 0.22%
$103.59 - $124.04 $1.35K - $1.61K
6.04K $674K
XLB
Select Sector Spdr Fd Material

ETFs
197
+ 3.63%
$83.19 - $90.99 $16.4K - $17.9K
5.62K $483K
VIG
Vanguard Dividend Appreciation

ETFs
126
+ 9.57%
N/A
1.44K $262K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
206
+ 0.06%
$24.07 - $24.5 $4.96K - $5.05K
334K $8.1M
PEP
Pepsico Inc

Consumer Defensive
190
+ 3.94%
$142.64 - $156.42 $27.1K - $29.7K
5.02K $751K
XEL
Xcel Energy Inc

Utilities
22
+ 0.65%
$63.37 - $72.1 $1.39K - $1.59K
3.4K $240K
IBHG
Ishares Tr Ibonds 2027 Term Hi
431
+ 3.57%
$22.21 - $22.56 $9.57K - $9.72K
12.5K $278K
AMZN
Amazon Com Inc

Consumer Cyclical
557
+ 16.77%
$190.26 - $242.06 $106K - $135K
3.88K $738K
XLP
Consumer Staples Sector Spdr

ETFs
98
+ 0.76%
N/A
13K $987K
SPSB
Spdr Portfolio Short Term Corp

ETFs
1
+ 0.01%
$29.82 - $30.1 $29.8 - $30.1
12.1K $364K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1
+ 0.03%
$76.94 - $78.28 $76.9 - $78.3
2.99K $233K
HD
Home Depot, Inc.

Consumer Cyclical
147
+ 6.37%
$347.25 - $424.87 $51K - $62.5K
2.46K $900K
GCV
Gabelli Convertible & Income Securities Fund Inc

Financial Services
691
+ 2.08%
$3.71 - $3.96 $2.56K - $2.74K
33.9K $126K
XLI
Industrial Sector Spdr

ETFs
7
+ 0.06%
$128.78 - $141.67 $901 - $992
10.8K $1.42M
SRLN
Ssga Active Trust

ETFs
1.59K
+ 1.3%
$41.02 - $41.99 $65.2K - $66.8K
124K $5.1M
ICVT
Ishares Tr Convertible Bond Et

ETFs
45
+ 0.4%
$83.18 - $89.27 $3.74K - $4.02K
11.3K $940K
META
Meta Platforms, Inc.

Communication Services
1
+ 0.09%
$576.36 - $736.67 $576 - $737
1.08K $620K
NXPI
Nxp Semiconductors N.V.

Technology
31
+ 1.09%
$189.99 - $245.86 $5.89K - $7.62K
2.87K $546K
IWM
Ishares Russell 2000 ETF

ETFs
102
+ 2.93%
$198.1 - $229.79 $20.2K - $23.4K
3.58K $714K
PNC
Pnc Financial Services Group, Inc.

Financial Services
36
+ 0.78%
$168.84 - $202.89 $6.08K - $7.3K
4.68K $822K
ORCL
Oracle Corp

Technology
3
+ 0.09%
$139.81 - $186.47 $419 - $559
3.46K $483K
TSLA
Tesla, Inc.

Consumer Cyclical
20
+ 1.74%
$222.15 - $428.22 $4.44K - $8.56K
1.17K $303K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7.41K
+ 3.31%
$57.21 - $65.8 $424K - $487K
231K $13.5M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
8.24K
+ 3.2%
$40.03 - $46.81 $330K - $385K
266K $10.8M
Activity Summary
Buys All Purchases 47 New Holdings 3 Increased Positions 44 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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