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Windle Wealth, LLC

Portfolio Manager
Windle Wealth, LLC
Performance
+4.40% (2026 Q1)
AUM (13F)
$236.66M
# of Holdings
32
Performance Rank
Allocation (Top 20)
83.09%

Windle Wealth, LLC Holdings Map

Top 32 Windle Wealth, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORPORATION
6.06%82.2K$14.3M
+0.00%(+0)
2025-Q1: 80.2K shares2025-Q2: 82.2K shares2025-Q3: 82.2K shares2025-Q4: 82.2K shares2026-Q1: 82.2K shares
$16.38(+1089.56%)
2026-03-31
XOM
EXXON MOBIL CORP
5.18%72.2K$12.3M
-2.73%(-2.02K)
2025-Q1: 67.3K shares2025-Q2: 71.3K shares2025-Q3: 72.8K shares2025-Q4: 74.3K shares2026-Q1: 72.2K shares
$103.30(+32.71%)
2026-03-31
JNJ
JOHNSON & JOHNSON
4.65%45.0K$11.0M
-1.08%(-491)
2025-Q1: 48.5K shares2025-Q2: 47.8K shares2025-Q3: 47.6K shares2025-Q4: 45.5K shares2026-Q1: 45.0K shares
$165.49(+58.95%)
2026-03-31
AAPL
APPLE INC
4.65%43.3K$11.0M
+3.28%(+1.38K)
2025-Q1: 40.8K shares2025-Q2: 43.0K shares2025-Q3: 43.3K shares2025-Q4: 42.0K shares2026-Q1: 43.3K shares
$153.62(+100.90%)
2026-03-31
CVX
CHEVRON CORPORATION
4.64%53.1K$11.0M
-2.34%(-1.27K)
2025-Q1: 46.2K shares2025-Q2: 50.6K shares2025-Q3: 52.2K shares2025-Q4: 54.4K shares2026-Q1: 53.1K shares
$158.74(+6.59%)
2026-03-31
WELL
WELLTOWER INC
4.53%54.2K$10.7M
+1.58%(+841)
2025-Q1: 56.3K shares2025-Q2: 56.0K shares2025-Q3: 56.0K shares2025-Q4: 53.4K shares2026-Q1: 54.2K shares
$67.66(+248.91%)
2026-03-31
T
AT&T INC
4.17%340.1K$9.9M
+5.20%(+16.80K)
2025-Q1: 320.1K shares2025-Q2: 307.0K shares2025-Q3: 307.4K shares2025-Q4: 323.3K shares2026-Q1: 340.1K shares
$17.70(+16.29%)
2026-03-31
VZ
VERIZON COMMUNICATIONS INC
4.14%195.4K$9.8M
-0.55%(-1.07K)
2025-Q1: 183.9K shares2025-Q2: 177.6K shares2025-Q3: 179.5K shares2025-Q4: 196.5K shares2026-Q1: 195.4K shares
$39.18(+8.62%)
2026-03-31
ED
CONSOLIDATED EDISON INC
4.05%84.6K$9.6M
+2.64%(+2.18K)
2025-Q1: 77.1K shares2025-Q2: 76.1K shares2025-Q3: 79.7K shares2025-Q4: 82.5K shares2026-Q1: 84.6K shares
$92.49(+23.25%)
2026-03-31
MSFT
MICROSOFT CORP
3.99%25.5K$9.4M
+14.23%(+3.18K)
2025-Q1: 22.3K shares2025-Q2: 22.5K shares2025-Q3: 22.5K shares2025-Q4: 22.3K shares2026-Q1: 25.5K shares
$281.15(+38.89%)
2026-03-31

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