Top 32 Windle Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 6.06% | 82.2K | $14.3M | +0.00%(+0) | $16.38(+1089.56%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 5.18% | 72.2K | $12.3M | -2.73%(-2.02K) | $103.30(+32.71%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 4.65% | 45.0K | $11.0M | -1.08%(-491) | $165.49(+58.95%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.65% | 43.3K | $11.0M | +3.28%(+1.38K) | $153.62(+100.90%) | 2026-03-31 | |
| CVX | CHEVRON CORPORATION | 4.64% | 53.1K | $11.0M | -2.34%(-1.27K) | $158.74(+6.59%) | 2026-03-31 | |
| WELL | WELLTOWER INC | 4.53% | 54.2K | $10.7M | +1.58%(+841) | $67.66(+248.91%) | 2026-03-31 | |
| T | AT&T INC | 4.17% | 340.1K | $9.9M | +5.20%(+16.80K) | $17.70(+16.29%) | 2026-03-31 | |
| VZ | VERIZON COMMUNICATIONS INC | 4.14% | 195.4K | $9.8M | -0.55%(-1.07K) | $39.18(+8.62%) | 2026-03-31 | |
| ED | CONSOLIDATED EDISON INC | 4.05% | 84.6K | $9.6M | +2.64%(+2.18K) | $92.49(+23.25%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.99% | 25.5K | $9.4M | +14.23%(+3.18K) | $281.15(+38.89%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.52% | +34.99% |
| Top 20 Holdings Unweighted | +10.86% | +36.24% |
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