Windsor Capital Management, LLC Reduced Holdings in Q4 2024

Windsor Capital Management, LLC

  • $327 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-12.2K
- 2.88%
$51.09 - $55.27 $625K - $676K
413K $21.1M
VEA
Vanguard Ftse Developed Market

ETFs
-988
- 0.65%
$47.57 - $52.44 $47K - $51.8K
152K $7.27M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-13.3K
- 10.5%
$50.37 - $50.6 $669K - $672K
113K $5.71M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.1K
- 10.81%
$567.81 - $607.81 $626K - $670K
9.1K $5.33M
MRK
Merck & Co., Inc.

Healthcare
-688
- 3.92%
$96.31 - $114.76 $66.3K - $79K
16.9K $1.68M
XLV
Select Sector Spdr Fund Health

ETFs
-215
- 1.33%
$136.28 - $154.74 $29.3K - $33.3K
16K $2.2M
USRT
Ishares Core U.S. Reit ETF

ETFs
-828
- 1.42%
$55.97 - $62.75 $46.3K - $52K
57.7K $3.31M
SPMD
Spdr Portfolio

ETFs
-4.96K
- 2.67%
$54.13 - $59.56 $269K - $295K
181K $9.91M
JPIB
Jpmorgan International Bond Op

ETFs
-1.34K
- 0.91%
$47.26 - $48.47 $63.4K - $65K
146K $6.88M
KO
Coca Cola CO

Consumer Defensive
-866
- 4.58%
$61.74 - $71.71 $53.5K - $62.1K
18K $1.12M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-5.55K
- 1.63%
$24.19 - $24.63 $134K - $137K
334K $8.08M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-1.41K
- 0.54%
$44.33 - $49.55 $62.5K - $69.9K
258K $11.6M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-917
- 1.75%
$94.77 - $97.36 $86.9K - $89.3K
51.5K $4.91M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.02K
- 2.7%
$113.92 - $127.38 $116K - $130K
36.7K $4.23M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-8.48K
- 3.0%
$66.77 - $71.52 $566K - $606K
275K $18.9M
XOM
Exxon Mobil Corp

Energy
-447
- 4.38%
$105.51 - $125.37 $47.2K - $56K
9.75K $1.05M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-492
- 1.52%
$44.04 - $49.49 $21.7K - $24.3K
31.8K $1.4M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-2.25K
- 1.33%
$50.73 - $51.08 $114K - $115K
166K $8.47M
NKE
Nike, Inc.

Consumer Cyclical
-831
- 15.38%
$73.36 - $89.13 $61K - $74.1K
4.57K $346K
IWR
Ishares Russell Mid Cap ETF

ETFs
-1.46K
- 19.08%
$87.25 - $95.52 $127K - $139K
6.19K $547K
VNQ
Vanguard Specialized Funds Van

ETFs
-65
- 0.49%
$87.85 - $98.6 $5.71K - $6.41K
13.1K $1.17M
CAT
Caterpillar Inc

Industrials
-109
- 4.44%
$360.37 - $416.88 $39.3K - $45.4K
2.35K $850K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.62K
- 0.72%
$61.68 - $67.87 $99.9K - $110K
224K $13.9M
HD
Home Depot, Inc.

Consumer Cyclical
-147
- 5.99%
$385.02 - $431.37 $56.6K - $63.4K
2.31K $898K
MCD
Mcdonalds Corp

Consumer Cyclical
-1
- 0.02%
$288.47 - $316.54 $288 - $317
6.01K $1.74M
PG
Procter & Gamble CO

Consumer Defensive
-153
- 1.57%
$161.05 - $179.7 $24.6K - $27.5K
9.59K $1.61M
INTC
Intel Corp

Technology
-1.56K
- 12.18%
$19.07 - $26.23 $29.7K - $40.8K
11.2K $224K
MDT
Medtronic PLC

Healthcare
-50
- 0.72%
$79.61 - $92.24 $3.98K - $4.61K
6.87K $548K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-2.32K
- 0.76%
$25.0 - $25.11 $58.1K - $58.3K
305K $7.64M
XLI
Industrial Sector Spdr

ETFs
-232
- 2.1%
$131.76 - $143.99 $30.6K - $33.4K
10.8K $1.42M
ICVT
Ishares Tr Convertible Bond Et

ETFs
-1.01K
- 8.27%
$83.09 - $89.28 $83.9K - $90.2K
11.2K $952K
XLB
Select Sector Spdr Fd Material

ETFs
-33
- 0.6%
$83.8 - $97.58 $2.77K - $3.22K
5.42K $456K
EEM
Ishares Msci Emerging Markets

ETFs
-772
- 8.8%
$41.82 - $47.36 $32.3K - $36.6K
8K $334K
IWM
Ishares Russell 2000 ETF

ETFs
-308
- 8.13%
$216.13 - $242.4 $66.6K - $74.7K
3.48K $769K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-183
- 3.44%
$417.69 - $450.94 $76.4K - $82.5K
5.14K $2.19M
TIP
Ishares Tr Tips Bd ETF

ETFs
-459
- 15.21%
$106.33 - $110.69 $48.8K - $50.8K
2.56K $272K
IBM
International Business Machines Corp

Technology
-262
- 10.28%
$204.9 - $238.04 $53.7K - $62.4K
2.29K $502K
CVX
Chevron Corp

Energy
-279
- 4.24%
$141.15 - $162.53 $39.4K - $45.3K
6.3K $912K
QCOM
Qualcomm Inc

Technology
-5
- 0.15%
$150.4 - $178.04 $752 - $890
3.23K $495K
VZ
Verizon Communications Inc

Communication Services
-424
- 7.69%
$39.6 - $45.21 $16.8K - $19.2K
5.09K $203K
XLU
Utilities Sector Spdr

ETFs
-39
- 0.5%
$74.89 - $82.93 $2.92K - $3.23K
7.76K $587K
XLE
Energy Sector Spdr

ETFs
-152
- 1.72%
$83.32 - $97.27 $12.7K - $14.8K
8.68K $743K
VTV
Vanguard Value ETF

ETFs
-18
- 0.49%
$168.32 - $181.87 $3.03K - $3.27K
3.62K $613K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-37
- 7.39%
$563.99 - $620.12 $20.9K - $22.9K
464 $264K
SRLN
Ssga Active Trust

ETFs
-295
- 0.24%
$41.48 - $42.08 $12.2K - $12.4K
122K $5.11M
NEAR
Blackrock Short Maturity Bond

ETFs
-140
- 1.87%
$50.28 - $51.08 $7.04K - $7.15K
7.35K $371K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-33
- 0.52%
$77.86 - $79.27 $2.57K - $2.62K
6.27K $489K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-65
- 2.13%
$77.02 - $78.58 $5.01K - $5.11K
2.99K $230K
TRV
Travelers Companies, Inc.

Financial Services
-73
- 5.31%
$225.97 - $266.66 $16.5K - $19.5K
1.3K $313K
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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