Windle Wealth, LLC Portfolio Holdings
Windle Wealth, LLC
- $181 Billion
- Q4 2024
Windle Wealth, LLC has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $181 Billion distributed in 32 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $10.9B, Nvidia Corp with a value of $10.8B, Microsoft Corp with a value of $8.96B, Welltower Inc. with a value of $8.21B, and At&T Inc. with a value of $8.18B.
Examining the 13F form we can see an decrease of $3.17B in the current position value, from $184B to 181B.
Windle Wealth, LLC is based out at Oklahoma City, OK
Below you can find more details about Windle Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$181 Billion
Consumer Defensive: $36.4 Billion
Technology: $33.5 Billion
Communication Services: $20.2 Billion
Real Estate: $14.8 Billion
Industrials: $14.8 Billion
Healthcare: $13.9 Billion
Utilities: $13.7 Billion
Energy: $13.1 Billion
Other: $20.2 Billion
Stock Holdings Table ETFs Only
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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