Windle Wealth, LLC Portfolio Holdings
Q3 2025•33 long positions•$223.5M portfolio value
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Holding33 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Semiconductors Technology | $15.3M 6.86% | +$932.9 Bought | 0.0% 82.2K shares | 82.2K → 82.2K +$932.9 | +0.01% | $4.54T Mega Cap | Q4 2022 Held for 2y 11m | |
Software - Infrastructure Technology | $11.6M 5.2% | -$14.5K Sold | 0.0% 22.5K shares | 22.5K → 22.5K −$14.5K | -0.12% | $3.85T Mega Cap | Q4 2022 Held for 2y 11m | |
Consumer Electronics Technology | $11.0M 4.93% | +$67.2K Bought | 0.0% 43.3K shares | 43.0K → 43.3K +$67.2K | +0.61% | $3.78T Mega Cap | Q4 2022 Held for 2y 11m | |
REIT - Healthcare Facilities Real Estate | $10.0M 4.47% | -$178.1 Sold | 0.008% 56.0K shares | 56.0K → 56.0K −$178.1 | -0.0% | $119.14B Large Cap | Q4 2022 Held for 2y 11m | |
Drug Manufacturers - General Healthcare | $10.0M 4.46% | +$89.4K Bought | 0.002% 43.1K shares | 42.7K → 43.1K +$89.4K | +0.9% | $409.03B Mega Cap | Q4 2022 Held for 2y 11m | |
Semiconductors Technology | $9.8M 4.4% | -$263.3K Sold | 0.001% 29.8K shares | 30.6K → 29.8K −$263.3K | -2.61% | $1.56T Mega Cap | Q1 2025 Held for 8 months | |
Tobacco Consumer Defensive | $9.0M 4.02% | -$792.7 Sold | 0.008% 135.9K shares | 136.0K → 135.9K −$792.7 | -0.01% | $110.97B Large Cap | Q4 2022 Held for 2y 11m | |
Drug Manufacturers - General Healthcare | $8.8M 3.95% | -$42.3K Sold | 0.002% 47.6K shares | 47.8K → 47.6K −$42.3K | -0.48% | $446.55B Mega Cap | Q4 2022 Held for 2y 11m | |
Telecommunications Services Communication Services | $8.7M 3.88% | +$11.2K Bought | 0.004% 307.4K shares | 307.0K → 307.4K +$11.2K | +0.13% | $201.93B Mega Cap | Q4 2022 Held for 2y 11m | |
Regulated Electric Utilities | $8.6M 3.87% | +$125.8K Bought | 0.008% 91.3K shares | 89.9K → 91.3K +$125.8K | +1.48% | $104.25B Large Cap | Q4 2022 Held for 2y 11m | |
Household & Personal Products Consumer Defensive | $8.4M 3.76% | +$745.3K Bought | 0.002% 54.7K shares | 49.8K → 54.7K +$745.3K | +9.74% | $359.62B Mega Cap | Q4 2022 Held for 2y 11m | |
Oil & Gas Integrated Energy | $8.2M 3.67% | +$171.8K Bought | 0.002% 72.8K shares | 71.3K → 72.8K +$171.8K | +2.14% | $480.68B Mega Cap | Q4 2022 Held for 2y 11m | |
Oil & Gas Integrated Energy | $8.1M 3.62% | +$234.6K Bought | 0.003% 52.2K shares | 50.6K → 52.2K +$234.6K | +2.98% | $312.88B Mega Cap | Q4 2022 Held for 2y 11m | |
Regulated Electric Utilities | $8.0M 3.58% | +$359.8K Bought | 0.022% 79.7K shares | 76.1K → 79.7K +$359.8K | +4.7% | $36.3B Large Cap | Q4 2022 Held for 2y 11m | |
Conglomerates Industrials | $8.0M 3.58% | +$354.4K Bought | 0.01% 51.5K shares | 49.2K → 51.5K +$354.4K | +4.64% | $82.7B Large Cap | Q4 2022 Held for 2y 11m | |
Restaurants Consumer Cyclical | $8.0M 3.58% | +$158.0K Bought | 0.004% 26.3K shares | 25.8K → 26.3K +$158.0K | +2.02% | $216.86B Mega Cap | Q4 2022 Held for 2y 11m | |
Beverages - Non-Alcoholic Consumer Defensive | $8.0M 3.56% | +$220.4K Bought | 0.003% 120.0K shares | 116.7K → 120.0K +$220.4K | +2.85% | $285.42B Mega Cap | Q4 2022 Held for 2y 11m | |
Unknown Unknown | $7.9M 3.53% | +$288.2K Bought | — 133.2K shares | 128.3K → 133.2K +$288.2K | +3.79% | — — | Q4 2022 Held for 2y 11m | |
Telecommunications Services Communication Services | $7.9M 3.53% | +$85.0K Bought | 0.004% 179.5K shares | 177.6K → 179.5K +$85.0K | +1.09% | $185.31B Large Cap | Q4 2022 Held for 2y 11m | |
Industrial - Machinery Industrials | $7.7M 3.47% | +$239.6K Bought | 0.01% 29.7K shares | 28.8K → 29.7K +$239.6K | +3.19% | $76.0B Large Cap | Q4 2022 Held for 2y 11m | |
REIT - Retail Real Estate | $7.7M 3.43% | -$108.9K Sold | 0.014% 126.2K shares | 128.0K → 126.2K −$108.9K | -1.4% | $55.6B Large Cap | Q4 2022 Held for 2y 11m | |
Beverages - Non-Alcoholic Consumer Defensive | $7.3M 3.28% | +$72.2K Bought | 0.004% 52.1K shares | 51.6K → 52.1K +$72.2K | +1.0% | $192.27B Large Cap | Q4 2022 Held for 2y 11m | |
Asset Management Financial Services | $7.1M 3.19% | -$418.2K Sold | 0.032% 69.6K shares | 73.6K → 69.6K −$418.2K | -5.53% | $22.6B Large Cap | Q4 2022 Held for 2y 11m | |
Internet Content & Information Communication Services | $6.3M 2.82% | +$5.4K Bought | 0.0% 25.9K shares | 25.8K → 25.9K +$5.4K | +0.09% | $2.95T Mega Cap | Q4 2022 Held for 2y 11m | |
Software - Application Technology | $3.2M 1.44% | +$674.9 Bought | 0.004% 9.6K shares | 9.6K → 9.6K +$674.9 | +0.02% | $86.7B Large Cap | Q1 2023 Held for 2y 8m | |
Specialty Retail Consumer Cyclical | $2.8M 1.27% | — | 0.0% 12.9K shares | — | — | $2.34T Mega Cap | Q4 2022 Held for 2y 11m | |
Specialty Retail Consumer Cyclical | $2.1M 0.939% | — | 0.002% 898.0 shares | — | — | $118.48B Large Cap | Q4 2022 Held for 2y 11m | |
Software - Infrastructure Technology | $1.1M 0.486% | — | 0.001% 5.3K shares | — | — | $137.82B Large Cap | Q4 2022 Held for 2y 11m | |
Home Improvement Consumer Cyclical | $1.1M 0.481% | +$5.7K Bought | 0.0% 2.7K shares | 2.6K → 2.7K +$5.7K | +0.53% | $403.32B Mega Cap | Q4 2022 Held for 2y 11m | |
Auto - Manufacturers Consumer Cyclical | $766.0K 0.343% | — | 0.0% 1.7K shares | — | — | $1.48T Mega Cap | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $406.2K 0.182% | +$243.1 Bought | 0.0% 1.7K shares | 1.7K → 1.7K +$243.1 | +0.06% | $2.95T Mega Cap | Q4 2024 Held for 11 months | |
Semiconductors Technology | $251.4K 0.112% | — | — 900.0 shares | — | — | — — | Q2 2025 Held for 5 months | |
Medical - Healthcare Plans Healthcare | $244.7K 0.109% | +$1.7K Bought | 0.0% 709.0 shares | 704.0 → 709.0 +$1.7K | +0.71% | $312.73B Mega Cap | Q2 2025 Held for 5 months |
