Windsor Capital Management, LLC Reduced Holdings in Q3 2024

Windsor Capital Management, LLC

  • $333 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
-271K
- 92.49%
$25.04 - $25.21 $6.78M - $6.82M
22K $553K
INTC
Intel Corp

Technology
-12.3K
- 49.08%
$18.9 - $34.87 $233K - $429K
12.8K $299K
MRK
Merck & Co., Inc.

Healthcare
-484
- 2.68%
$111.15 - $128.97 $53.8K - $62.4K
17.6K $2M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-4.93K
- 28.92%
$29.58 - $30.31 $146K - $149K
12.1K $366K
CVX
Chevron Corp

Energy
-408
- 5.84%
$137.88 - $161.97 $56.3K - $66.1K
6.58K $968K
NXPI
Nxp Semiconductors N.V.

Technology
-122
- 4.12%
$225.14 - $290.78 $27.5K - $35.5K
2.84K $681K
QCOM
Qualcomm Inc

Technology
-35
- 1.07%
$156.12 - $209.64 $5.46K - $7.34K
3.23K $549K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-474
- 6.2%
$147.95 - $191.05 $70.1K - $90.6K
7.17K $1.25M
TIP
Ishares Tr Tips Bd ETF

ETFs
-665
- 18.06%
$105.92 - $110.83 $70.4K - $73.7K
3.02K $333K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-865
- 12.06%
$76.94 - $79.54 $66.6K - $68.8K
6.31K $500K
AMZN
Amazon Com Inc

Consumer Cyclical
-2
- 0.07%
$161.02 - $200.0 $322 - $400
2.86K $532K
VIG
Vanguard Dividend Appreciation

ETFs
-85
- 5.99%
$182.15 - $182.15 $15.5K - $15.5K
1.33K $242K
XOM
Exxon Mobil Corp

Energy
-257
- 2.46%
$109.72 - $119.0 $28.2K - $30.6K
10.2K $1.2M
XLP
Consumer Staples Sector Spdr

ETFs
-12
- 0.09%
$76.04 - $76.04 $912 - $912
12.9K $980K
JPHY
Jp Morgan High Yield Research

ETFs
-660
- 0.51%
N/A
128K $0
V
Visa Inc.

Financial Services
-171
- 4.4%
$253.74 - $291.56 $43.4K - $49.9K
3.71K $1.02M
NEAR
Blackrock Short Maturity Bond

ETFs
-112
- 1.47%
$50.09 - $51.31 $5.61K - $5.75K
7.49K $383K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
-194
- 1.69%
$22.76 - $23.41 $4.42K - $4.54K
11.3K $264K
ICF
Ishares Tr

ETFs
-208
- 5.54%
$56.77 - $67.33 $11.8K - $14K
3.55K $233K
META
Meta Platforms, Inc.

Communication Services
-109
- 9.2%
$453.41 - $572.44 $49.4K - $62.4K
1.08K $615K
TRV
Travelers Companies, Inc.

Financial Services
-114
- 7.65%
$201.87 - $242.35 $23K - $27.6K
1.38K $322K
EEM
Ishares Msci Emerging Markets

ETFs
-46
- 0.52%
$40.42 - $46.7 $1.86K - $2.15K
8.78K $402K
CRM
Salesforce, Inc.

Technology
-14
- 0.55%
$238.42 - $276.53 $3.34K - $3.87K
2.54K $695K
CSCO
Cisco Systems, Inc.

Technology
-409
- 3.63%
$44.74 - $53.22 $18.3K - $21.8K
10.9K $577K
JPM
Jpmorgan Chase & CO

Financial Services
-238
- 2.11%
$194.9 - $224.8 $46.4K - $53.5K
11K $2.33M
NKE
Nike, Inc.

Consumer Cyclical
-308
- 5.39%
$71.09 - $89.44 $21.9K - $27.5K
5.4K $477K
IWR
Ishares Russell Mid Cap ETF

ETFs
-53
- 0.69%
$79.92 - $88.19 $4.24K - $4.67K
7.65K $674K
PG
Procter & Gamble CO

Consumer Defensive
-162
- 1.64%
$160.76 - $177.82 $26K - $28.8K
9.74K $1.69M
MDT
Medtronic PLC

Healthcare
-313
- 4.33%
$76.84 - $91.03 $24.1K - $28.5K
6.92K $622K
AXP
American Express CO

Financial Services
-34
- 1.94%
$225.92 - $271.17 $7.68K - $9.22K
1.72K $466K
PLD
Prologis, Inc.

Real Estate
-215
- 3.45%
$111.95 - $132.43 $24.1K - $28.5K
6.01K $759K
IWM
Ishares Russell 2000 ETF

ETFs
-31
- 0.81%
$200.87 - $224.6 $6.23K - $6.96K
3.79K $836K
CAT
Caterpillar Inc

Industrials
-121
- 4.7%
$316.8 - $391.12 $38.3K - $47.3K
2.45K $959K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-169
- 3.49%
$156.14 - $187.2 $26.4K - $31.6K
4.67K $863K
JNJ
Johnson & Johnson

Healthcare
-29
- 0.4%
$145.48 - $167.38 $4.22K - $4.85K
7.24K $1.17M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-486
- 1.48%
$41.9 - $48.26 $20.4K - $23.5K
32.3K $1.54M
HD
Home Depot, Inc.

Consumer Cyclical
-114
- 4.44%
$333.64 - $405.2 $38K - $46.2K
2.46K $995K
XLV
Select Sector Spdr Fund Health

ETFs
-109
- 0.67%
$143.3 - $157.24 $15.6K - $17.1K
16.2K $2.49M
IBM
International Business Machines Corp

Technology
-23
- 0.89%
$175.1 - $223.38 $4.03K - $5.14K
2.55K $563K
EBAY
Ebay Inc

Consumer Cyclical
-122
- 1.02%
$52.61 - $65.44 $6.42K - $7.98K
11.8K $768K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-569
- 1.07%
$93.65 - $97.81 $53.3K - $55.7K
52.4K $5.12M
KO
Coca Cola CO

Consumer Defensive
-287
- 1.5%
$62.69 - $73.01 $18K - $21K
18.9K $1.36M
XLI
Industrial Sector Spdr

ETFs
-19
- 0.17%
$120.56 - $135.44 $2.29K - $2.57K
11K $1.49M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-4
- 0.08%
$386.81 - $423.12 $1.55K - $1.69K
5.32K $2.25M
XLF
Financial Sector Spdr

ETFs
-325
- 0.74%
$40.84 - $45.74 $13.3K - $14.9K
43.8K $1.99M
VNQ
Vanguard Specialized Funds Van

ETFs
-79
- 0.6%
$82.97 - $98.97 $6.55K - $7.82K
13.2K $1.28M
XLY
Select Sector Spdr Consumer Di

ETFs
-67
- 0.57%
$170.05 - $200.86 $11.4K - $13.5K
11.8K $2.36M
SPY
Spdr S&P 500 ETF Trust

ETFs
-183
- 1.76%
$517.38 - $573.86 $94.7K - $105K
10.2K $5.85M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-10.6K
- 3.62%
$60.84 - $67.51 $647K - $718K
283K $19.1M
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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