Windsor Capital Management, LLC Sells in Q4 2025

Windsor Capital Management, LLC

  • $362 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-12.8K
- 12.52%
$50.57 - $50.77 $645K - $648K
89.1K $4.51M
SPY
Spdr S&P 500 ETF Trust

ETFs
-918
- 11.39%
$653.02 - $687.39 $599K - $631K
7.14K $4.75M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-8.8K
- 3.59%
$76.84 - $80.86 $676K - $712K
237K $18.7M
SPMD
Spdr Portfolio

ETFs
-4.8K
- 2.78%
$55.44 - $58.05 $266K - $279K
168K $9.44M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-1.98K
- 2.18%
$88.49 - $93.64 $175K - $186K
89.1K $7.89M
ORCL
Oracle Corp

Technology
-473
- 11.95%
$217.57 - $313.0 $103K - $148K
3.49K $766K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.87K
- 5.41%
$114.27 - $121.15 $214K - $227K
32.7K $3.82M
VEA
Vanguard Ftse Developed Market

ETFs
-7.11K
- 5.11%
$59.18 - $62.09 $421K - $442K
132K $8.1M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-243
- 0.08%
$44.53 - $47.25 $10.8K - $11.5K
297K $13.5M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-901
- 1.92%
$96.34 - $98.02 $86.8K - $88.3K
46.1K $4.46M
IWR
Ishares Russell Mid Cap ETF

ETFs
-1.35K
- 21.82%
$94.02 - $97.61 $127K - $131K
4.82K $456K
META
Meta Platforms, Inc.

Communication Services
-24
- 2.49%
$609.01 - $751.67 $14.6K - $18K
941 $573K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-3.82K
- 0.86%
$24.24 - $24.37 $92.6K - $93.1K
441K $10.7M
IWM
Ishares Russell 2000 ETF

ETFs
-405
- 11.67%
$236.79 - $250.33 $95.9K - $101K
3.06K $727K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-674
- 5.29%
$98.1 - $103.73 $66.1K - $69.9K
12.1K $1.18M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-1.5K
- 0.45%
$24.56 - $24.79 $36.7K - $37.1K
334K $8.2M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-37
- 0.82%
$178.37 - $198.46 $6.6K - $7.34K
4.49K $825K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-331
- 5.11%
$280.66 - $305.09 $92.9K - $101K
6.15K $1.73M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-1.08K
- 0.22%
$25.38 - $25.57 $27.4K - $27.6K
482K $12.3M
T
At&T Inc.

Communication Services
-1.11K
- 7.72%
$24.44 - $27.55 $27.2K - $30.6K
13.3K $338K
XLF
Financial Sector Spdr

ETFs
-232
- 0.61%
$51.76 - $53.77 $12K - $12.5K
38.1K $2M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-795
- 0.47%
$50.83 - $51.07 $40.4K - $40.6K
169K $8.6M
EEM
Ishares Msci Emerging Markets

ETFs
-1.21K
- 20.2%
$51.94 - $56.01 $62.9K - $67.8K
4.78K $262K
V
Visa Inc.

Financial Services
-7
- 0.2%
$325.75 - $352.42 $2.28K - $2.47K
3.48K $1.13M
JPIB
Jpmorgan International Bond Op

ETFs
-669
- 0.45%
$48.68 - $49.38 $32.6K - $33K
148K $7.24M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-90
- 16.45%
$600.51 - $631.95 $54K - $56.9K
457 $282K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-914
- 4.64%
$92.24 - $96.56 $84.3K - $88.3K
18.8K $1.79M
VNQ
Vanguard Specialized Funds Van

ETFs
-295
- 2.32%
$88.13 - $92.69 $26K - $27.3K
12.4K $1.11M
NVDA
Nvidia Corp

Technology
-256
- 8.63%
$179.83 - $207.04 $46K - $53K
2.71K $505K
WMT
Walmart Inc.

Consumer Defensive
-348
- 1.29%
$101.18 - $109.03 $35.2K - $37.9K
26.7K $2.75M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.06K
- 3.61%
$52.54 - $55.77 $55.9K - $59.3K
28.4K $1.56M
GS
Goldman Sachs Group Inc

Financial Services
-5
- 0.34%
$744.6 - $838.97 $3.72K - $4.19K
1.48K $1.15M
XLI
Industrial Sector Spdr

ETFs
-61
- 0.64%
$149.9 - $155.79 $9.14K - $9.5K
9.5K $1.44M
IBHG
Ishares Tr Ibonds 2027 Term Hi
-1.23K
- 10.11%
$22.27 - $22.52 $27.3K - $27.6K
10.9K $243K
TIP
Ishares Tr Tips Bd ETF

ETFs
-210
- 9.36%
$110.58 - $112.2 $23.2K - $23.6K
2.03K $225K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-159
- 2.15%
$142.79 - $150.05 $22.7K - $23.9K
7.23K $1.06M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-26
- 7.07%
$577.77 - $604.78 $15K - $15.7K
342 $200K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-213
- 4.3%
$79.55 - $80.13 $16.9K - $17.1K
4.74K $377K
CRM
Salesforce, Inc.

Technology
-72
- 3.19%
$235.69 - $263.41 $17K - $19K
2.19K $517K
AVK
Advent Convertible & Income Fund

Financial Services
-329
- 1.58%
$12.48 - $13.0 $4.11K - $4.28K
20.6K $256K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-26
- 4.08%
$358.39 - $376.54 $9.32K - $9.79K
612 $225K
NEAR
Blackrock Short Maturity Bond

ETFs
-68
- 1.05%
$51.08 - $51.37 $3.47K - $3.49K
6.38K $326K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-74
- 0.62%
$30.13 - $30.32 $2.23K - $2.24K
11.8K $355K
QCOM
Qualcomm Inc

Technology
-11
- 0.35%
$153.59 - $187.68 $1.69K - $2.06K
3.12K $519K
AVGO
Broadcom Inc.

Technology
-270
- 3.8%
$324.63 - $385.98 $87.7K - $104K
6.84K $2.35M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-2.18K
- 1.35%
$45.45 - $48.31 $99K - $105K
159K $7.56M
JPHY
Jp Morgan High Yield Research

ETFs
-4.16K
- 3.7%
N/A
108K $0
GCV
Gabelli Convertible & Income Securities Fund Inc

Financial Services
-18
- 0.1%
$4.14 - $4.36 $74.5 - $78.5
17.6K $73K
VTV
Vanguard Value ETF

ETFs
-6
- 0.18%
$182.87 - $189.72 $1.1K - $1.14K
3.41K $637K
Activity Summary
Buys All Purchases 44 New Holdings 3 Increased Positions 41 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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