Windsor Capital Management, LLC Portfolio Holdings

Windsor Capital Management, LLC

  • $327 Million
  • Q4 2024

Windsor Capital Management, LLC has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $327 Million distributed in 119 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $33.8M, Spdr Portfolio S&P 500 Value E with a value of $21.1M, Spdr Portfolio S&P 500 ETF (Ma with a value of $18.9M, Ishares Core S&P Mid Cap ETF with a value of $13.9M, and Ishares Trust Ishares Esg Awar with a value of $12.7M.

Examining the 13F form we can see an decrease of $6.72M in the current position value, from $333M to 327M.

Below you can find more details about Windsor Capital Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $327 Million
ETFs: $276 Million
Technology: $15.4 Million
Financial Services: $7.94 Million
Consumer Defensive: $7.83 Million
Industrials: $5.02 Million
Consumer Cyclical: $4.91 Million
Healthcare: $4.31 Million
Communication Services: $2.07 Million
Other: $2.82 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 119
  • Current Value $327 Million
  • Prior Value $333 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 28, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 73 stocks
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