Windsor Capital Management, LLC New Holdings in Q3 2024

Windsor Capital Management, LLC

  • $333 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
296K
New
$22.51 - $23.57 $6.65M - $6.97M
296K $6.95M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$610460.0 - $715910.0 $610K - $716K
1 $690K
VZ
Verizon Communications Inc

Communication Services
5.51K
New
$38.89 - $45.0 $214K - $248K
5.51K $247K
XEL
Xcel Energy Inc

Utilities
3.35K
New
$52.11 - $65.3 $175K - $219K
3.35K $218K
IBHG
Ishares Tr Ibonds 2027 Term Hi
9.43K
New
$21.89 - $22.6 $206K - $213K
9.43K $213K
IWB
Ishares Tr Russell 1000 ETF

ETFs
660
New
$283.28 - $314.39 $187K - $207K
660 $207K
URI
United Rentals, Inc.

Industrials
255
New
$627.41 - $814.1 $160K - $208K
255 $206K
FAST
Fastenal CO

Industrials
2.84K
New
$62.09 - $71.83 $177K - $204K
2.84K $202K
Achieve Life Sciences Inc
10.8K
New
N/A
10.8K $0
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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