Windsor Capital Management, LLC Portfolio Holdings

Windsor Capital Management, LLC

  • $356 Million
  • Q3 2025

Windsor Capital Management, LLC has filed its 13F form on October 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $356 Million distributed in 121 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 $39.6M, Spdr Portfolio S&P 500 ETF (Ma with a value of $19.2M, Spdr Portfolio S&P 500 Value E with a value of $19.1M, Ishares Trust Ishares Esg Awar with a value of $16.9M, and Ishares Core S&P Mid Cap ETF with a value of $16.2M.

Examining the 13F form we can see an increase of $19M in the current position value, from $337M to 356M.

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

Portfolio value $356 Million
ETFs: $296 Million
Technology: $18.4 Million
Financial Services: $8.93 Million
Industrials: $6.86 Million
Consumer Defensive: $6.42 Million
Consumer Cyclical: $5.34 Million
Healthcare: $4.6 Million
Energy: $1.86 Million
Other: $2.44 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

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

Summary

  • Portfolio
  • No. of Stocks 121
  • Current Value $356 Million
  • Prior Value $337 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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