Windsor Capital Management, LLC Reduced Holdings in Q1 2025

Windsor Capital Management, LLC

  • $320 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-71.8K
- 17.4%
$49.78 - $53.19 $3.58M - $3.82M
341K $17.4M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.75K
- 3.04%
$554.06 - $615.85 $968K - $1.08M
55.7K $31.3M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-15.1K
- 5.5%
$64.88 - $72.1 $980K - $1.09M
259K $17.1M
SPMD
Spdr Portfolio

ETFs
-5.55K
- 3.06%
$50.21 - $57.73 $279K - $320K
176K $8.99M
AVGO
Broadcom Inc.

Technology
-1.09K
- 11.4%
$167.43 - $244.7 $182K - $266K
8.45K $1.41M
XLK
Technology Sector Spdr

ETFs
-236
- 1.08%
$206.38 - $242.18 $48.7K - $57.2K
21.6K $4.47M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-963
- 2.62%
$102.49 - $119.96 $98.7K - $116K
35.7K $3.74M
SPY
Spdr S&P 500 ETF Trust

ETFs
-361
- 3.97%
$551.42 - $612.93 $199K - $221K
8.74K $4.89M
XLY
Select Sector Spdr Consumer Di

ETFs
-299
- 2.56%
$192.6 - $233.2 $57.6K - $69.7K
11.4K $2.25M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-2.97K
- 2.98%
$75.99 - $81.58 $225K - $242K
96.6K $7.4M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-5.54K
- 4.89%
$50.39 - $50.66 $279K - $281K
108K $5.45M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-60
- 0.86%
$165.25 - $224.62 $9.92K - $13.5K
6.96K $1.15M
COST
Costco Wholesale Corp

Consumer Defensive
-249
- 24.63%
$890.62 - $1076.86 $222K - $268K
762 $720K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-387
- 7.53%
$408.78 - $448.82 $158K - $174K
4.75K $2M
MRK
Merck & Co., Inc.

Healthcare
-216
- 1.28%
$83.01 - $101.02 $17.9K - $21.8K
16.7K $1.5M
WMT
Walmart Inc.

Consumer Defensive
-955
- 2.81%
$84.5 - $105.05 $80.7K - $100K
33K $2.9M
CRM
Salesforce, Inc.

Technology
-10
- 0.4%
$268.36 - $359.95 $2.68K - $3.6K
2.51K $674K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-1.3K
- 2.53%
$94.86 - $97.12 $124K - $126K
50.2K $4.78M
NKE
Nike, Inc.

Consumer Cyclical
-850
- 18.59%
$63.29 - $81.72 $53.8K - $69.5K
3.72K $236K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-121
- 11.68%
$468.34 - $539.52 $56.7K - $65.3K
915 $429K
CAT
Caterpillar Inc

Industrials
-47
- 2.0%
$326.75 - $407.63 $15.4K - $19.2K
2.3K $757K
VUG
Vanguard Growth ETF

ETFs
-15
- 0.73%
$369.1 - $427.61 $5.54K - $6.41K
2.05K $759K
AXP
American Express CO

Financial Services
-97
- 5.97%
$255.39 - $325.87 $24.8K - $31.6K
1.53K $411K
GS
Goldman Sachs Group Inc

Financial Services
-43
- 2.65%
$524.81 - $672.19 $22.6K - $28.9K
1.58K $863K
CMCSA
Comcast Corp

Communication Services
-1.35K
- 8.14%
$33.19 - $38.23 $44.9K - $51.8K
15.3K $563K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-786
- 12.53%
$77.7 - $78.94 $61.1K - $62K
5.49K $433K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-4
- 0.05%
$120.29 - $134.6 $481 - $538
7.44K $907K
HON
Honeywell International Inc

Industrials
-43
- 1.65%
$202.75 - $226.52 $8.72K - $9.74K
2.56K $541K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-2.86K
- 0.94%
$25.05 - $25.16 $71.5K - $71.9K
302K $7.6M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-30
- 6.47%
$522.96 - $601.18 $15.7K - $18K
434 $231K
XLF
Financial Sector Spdr

ETFs
-1.83K
- 4.27%
$47.32 - $52.19 $86.5K - $95.4K
41K $2.04M
IWR
Ishares Russell Mid Cap ETF

ETFs
-18
- 0.29%
$82.81 - $92.93 $1.49K - $1.67K
6.17K $524K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-18
- 3.66%
$507.05 - $563.67 $9.13K - $10.1K
474 $243K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-26
- 3.72%
$302.31 - $337.54 $7.86K - $8.78K
673 $206K
NEAR
Blackrock Short Maturity Bond

ETFs
-423
- 5.76%
$50.4 - $50.89 $21.3K - $21.5K
6.92K $352K
EEM
Ishares Msci Emerging Markets

ETFs
-684
- 8.55%
$40.81 - $45.34 $27.9K - $31K
7.32K $319K
TIP
Ishares Tr Tips Bd ETF

ETFs
-233
- 9.11%
$106.22 - $111.09 $24.7K - $25.9K
2.33K $258K
VNQ
Vanguard Specialized Funds Van

ETFs
-319
- 2.43%
$85.55 - $94.34 $27.3K - $30.1K
12.8K $1.16M
VTV
Vanguard Value ETF

ETFs
-130
- 3.59%
$167.73 - $179.21 $21.8K - $23.3K
3.49K $603K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-980
- 3.08%
$42.5 - $46.71 $41.7K - $45.8K
30.8K $1.39M
AVK
Advent Convertible & Income Fund

Financial Services
-6
- 0.03%
$11.44 - $12.34 $68.6 - $74
21.8K $251K
CSCO
Cisco Systems, Inc.

Technology
-469
- 4.84%
$58.74 - $64.87 $27.5K - $30.4K
9.23K $569K
JPHY
Jp Morgan High Yield Research

ETFs
-2.94K
- 2.42%
N/A
119K $0
ICF
Ishares Tr

ETFs
-86
- 2.42%
$57.98 - $63.8 $4.99K - $5.49K
3.47K $213K
PG
Procter & Gamble CO

Consumer Defensive
-110
- 1.15%
$158.56 - $176.26 $17.4K - $19.4K
9.48K $1.62M
XLU
Utilities Sector Spdr

ETFs
-151
- 1.95%
$74.7 - $80.27 $11.3K - $12.1K
7.61K $599K
JPM
Jpmorgan Chase & CO

Financial Services
-98
- 0.93%
$225.19 - $279.95 $22.1K - $27.4K
10.5K $2.57M
XOM
Exxon Mobil Corp

Energy
-581
- 5.96%
$105.44 - $118.93 $61.3K - $69.1K
9.17K $1.09M
IBM
International Business Machines Corp

Technology
-39
- 1.71%
$217.4 - $264.74 $8.48K - $10.3K
2.25K $558K
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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