Windsor Capital Management, LLC Incresed Positions in Q3 2024

Windsor Capital Management, LLC

  • $333 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
170
+ 0.3%
$520.18 - $576.82 $88.4K - $98.1K
57.6K $33.3M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
848
+ 0.2%
$48.51 - $52.86 $41.1K - $44.8K
425K $22.5M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
33.8K
+ 8.02%
$24.62 - $25.59 $833K - $865K
456K $11.6M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.11K
+ 0.43%
$41.02 - $46.01 $45.4K - $50.9K
259K $11.8M
AAPL
Apple Inc.

Technology
2.48K
+ 11.05%
$207.23 - $234.82 $514K - $582K
24.9K $5.8M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.57K
+ 1.15%
$57.32 - $62.65 $147K - $161K
225K $14M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
25.2K
+ 5.41%
$23.63 - $24.42 $595K - $615K
490K $12M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.83K
+ 1.24%
$36.02 - $41.68 $66K - $76.4K
149K $6.16M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
7.56K
+ 6.35%
$50.25 - $50.74 $380K - $383K
127K $6.42M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.84K
+ 14.46%
$75.32 - $84.37 $214K - $240K
22.5K $1.88M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
13.6K
+ 3.52%
$23.75 - $23.75 $323K - $323K
400K $9.5M
JPIB
Jpmorgan International Bond Op

ETFs
1.36K
+ 0.93%
$46.96 - $48.73 $63.7K - $66.1K
147K $7.15M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
4.96K
+ 1.48%
$23.61 - $24.64 $117K - $122K
339K $8.3M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
7.24K
+ 62.92%
$36.06 - $37.66 $261K - $272K
18.7K $705K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
8.38K
+ 2.8%
$24.78 - $25.11 $208K - $210K
307K $7.71M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
4.04K
+ 2.45%
$50.63 - $51.11 $204K - $206K
169K $8.61M
ICVT
Ishares Tr Convertible Bond Et

ETFs
1.53K
+ 14.29%
$77.24 - $83.67 $118K - $128K
12.2K $1.02M
T
At&T Inc.

Communication Services
5K
+ 43.91%
$18.21 - $22.28 $91.1K - $111K
16.4K $360K
SRLN
Ssga Active Trust

ETFs
3.19K
+ 2.67%
$40.93 - $41.85 $131K - $134K
123K $5.12M
QQQ
Invesco Qqq Trust, Series 1

ETFs
244
+ 36.47%
$434.77 - $502.96 $106K - $123K
913 $445K
XLU
Utilities Sector Spdr

ETFs
200
+ 2.63%
$67.67 - $80.78 $13.5K - $16.2K
7.8K $629K
ORCL
Oracle Corp

Technology
3
+ 0.09%
$125.9 - $170.35 $378 - $511
3.46K $588K
AMGN
Amgen Inc

Healthcare
265
+ 27.1%
$309.38 - $337.38 $82K - $89.4K
1.24K $400K
GS
Goldman Sachs Group Inc

Financial Services
30
+ 1.7%
$459.02 - $510.25 $13.8K - $15.3K
1.79K $887K
ABBV
Abb Vie Inc.

Healthcare
128
+ 5.26%
$163.84 - $199.33 $21K - $25.5K
2.56K $505K
CMCSA
Comcast Corp

Communication Services
970
+ 6.2%
$37.33 - $41.78 $36.2K - $40.5K
16.6K $694K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
53
+ 6.36%
$405.19 - $478.57 $21.5K - $25.4K
886 $407K
ITOT
Ishares Core S&P Total U.S. St

ETFs
11
+ 0.15%
$113.41 - $125.62 $1.25K - $1.38K
7.49K $941K
VTV
Vanguard Value ETF

ETFs
1
+ 0.03%
$159.75 - $174.57 $160 - $175
3.64K $635K
XLB
Select Sector Spdr Fd Material

ETFs
2
+ 0.04%
$86.95 - $97.09 $174 - $194
5.46K $525K
PEP
Pepsico Inc

Consumer Defensive
32
+ 0.67%
$161.9 - $179.3 $5.18K - $5.74K
4.82K $819K
ABT
Abbott Laboratories

Healthcare
4
+ 0.18%
$100.07 - $118.13 $400 - $473
2.24K $255K
VUG
Vanguard Growth ETF

ETFs
1
+ 0.05%
$341.08 - $391.94 $341 - $392
2.06K $791K
GCV
Gabelli Convertible & Income Securities Fund Inc

Financial Services
625
+ 1.91%
$3.64 - $4.22 $2.28K - $2.64K
33.3K $122K
EMR
Emerson Electric CO

Industrials
60
+ 1.01%
$98.19 - $118.87 $5.89K - $7.13K
5.99K $655K
AVK
Advent Convertible & Income Fund

Financial Services
194
+ 0.88%
$11.44 - $12.85 $2.22K - $2.49K
22.3K $261K
HON
Honeywell International Inc

Industrials
13
+ 0.5%
$196.73 - $220.21 $2.56K - $2.86K
2.59K $535K
MSFT
Microsoft Corp

Technology
126
+ 2.76%
$395.15 - $467.56 $49.8K - $58.9K
4.69K $2.02M
XLE
Energy Sector Spdr

ETFs
27
+ 0.31%
$84.35 - $93.39 $2.28K - $2.52K
8.83K $775K
AVGO
Broadcom Inc.

Technology
8.63K
+ 800.56%
$136.27 - $1745.86 $1.18M - $15.1M
9.71K $1.67M
Activity Summary
Buys All Purchases 50 New Holdings 9 Increased Positions 41 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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