Latest Windle Wealth, LLC Stock Portfolio
Windle Wealth, LLC Performance:
2025 Q2: 3.34%YTD: 6.7%2024: 15.97%
Performance for 2025 Q2 is 3.34%, and YTD is 6.7%, and 2024 is 15.97%.
About Windle Wealth, LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Windle Wealth, LLC reported an equity portfolio of $204.6 Millions as of 30 Jun, 2025.
The top stock holdings of Windle Wealth, LLC are NVDA, MSFT, T. The fund has invested 6.3% of it's portfolio in NVIDIA CORPORATION and 5.5% of portfolio in MICROSOFT CORP.
They significantly reduced their stock positions in AT&T INC (T), VERIZON COMMUNICATIONS INC (VZ) and REALTY INCOME CORP (O). Windle Wealth, LLC opened new stock positions in UNITEDHEALTH GROUP INC (UNH) and TAIWAN SEMICONDUCTOR MFG LTD (TSM). The fund showed a lot of confidence in some stocks as they added substantially to TESLA INC (TSLA), COINBASE GLOBAL INC (COIN) and PRICE T ROWE GROUP INC (TROW).
The top stock holdings of Windle Wealth, LLC are NVDA, MSFT, T. The fund has invested 6.3% of it's portfolio in NVIDIA CORPORATION and 5.5% of portfolio in MICROSOFT CORP.
They significantly reduced their stock positions in AT&T INC (T), VERIZON COMMUNICATIONS INC (VZ) and REALTY INCOME CORP (O). Windle Wealth, LLC opened new stock positions in UNITEDHEALTH GROUP INC (UNH) and TAIWAN SEMICONDUCTOR MFG LTD (TSM). The fund showed a lot of confidence in some stocks as they added substantially to TESLA INC (TSLA), COINBASE GLOBAL INC (COIN) and PRICE T ROWE GROUP INC (TROW).
Windle Wealth, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Windle Wealth, LLC made a return of 3.34% in the last quarter. In trailing 12 months, it's portfolio return was 11.68%.
New Buys
| Ticker | $ Bought |
|---|---|
| unitedhealth group inc | 219,669 |
| taiwan semiconductor mfg ltd | 203,841 |
New stocks bought by Windle Wealth, LLC
Additions
| Ticker | % Inc. |
|---|---|
| tesla inc | 77.34 |
| coinbase global inc | 15.72 |
| price t rowe group inc | 13.63 |
| chevron corp new | 9.64 |
| exxon mobil corp | 6.02 |
| apple inc | 5.49 |
| pepsico inc | 4.95 |
| illinois tool wks inc | 3.87 |
Additions to existing portfolio by Windle Wealth, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| at&t inc | -4.1 |
| verizon communications inc | -3.43 |
| realty income corp | -1.92 |
| altria group inc | -1.47 |
| johnson & johnson | -1.45 |
| unilever plc | -1.26 |
| consolidated edison inc | -1.25 |
| welltower inc | -0.37 |
Windle Wealth, LLC reduced stake in above stock
Sold off
Sector Distribution
Windle Wealth, LLC has about 20.8% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 20.8 |
| Consumer Defensive | 15.1 |
| Communication Services | 10.5 |
| Utilities | 7.8 |
| Real Estate | 7.8 |
| Healthcare | 7.6 |
| Energy | 7.3 |
| Industrials | 7.1 |
| Consumer Cyclical | 7 |
| Financial Services | 5.1 |
| Others | 3.9 |
Market Cap. Distribution
Windle Wealth, LLC has about 96.1% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 50.9 |
| LARGE-CAP | 45.2 |
| UNALLOCATED | 3.9 |
Stocks belong to which Index?
About 93.3% of the stocks held by Windle Wealth, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 93.3 |
| Others | 6.7 |
Windle Wealth, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Windle Wealth, LLC
Windle Wealth, LLC has 33 stocks in it's portfolio. About 44.7% of the portfolio is in top 10 stocks. CVX proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for Windle Wealth, LLC last quarter.
Last Reported on: 23 Jul, 2025| Ticker | Namesorted descending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| NVDA | nvidia corporation | 6.35 | 82,192 | 12,985,500 | added | 2.5 | ||
Historical Trend of NVIDIA CORPORATION Position Held By Windle Wealth, LLCWhat % of Portfolio is NVDA?:Number of NVDA shares held:Change in No. of Shares Held: | ||||||||
| MSFT | microsoft corp | 5.47 | 22,479 | 11,181,100 | added | 0.83 | ||
| T | at&t inc | 4.34 | 306,999 | 8,884,540 | reduced | -4.1 | ||
| AAPL | apple inc | 4.32 | 43,016 | 8,825,660 | added | 5.49 | ||
| WELL | welltower inc | 4.21 | 56,041 | 8,615,210 | reduced | -0.37 | ||
| AVGO | broadcom inc | 4.12 | 30,575 | 8,427,980 | added | 1.21 | ||
| SO | southern co | 4.04 | 89,931 | 8,258,380 | added | 1.17 | ||
| KO | coca cola co | 4.04 | 116,664 | 8,253,950 | reduced | -0.08 | ||
| MO | altria group inc | 3.90 | 135,958 | 7,971,210 | reduced | -1.47 | ||
| PG | procter and gamble co | 3.88 | 49,826 | 7,938,230 | added | 1.26 | ||
| ABBV | abbvie inc | 3.87 | 42,688 | 7,923,740 | reduced | -0.32 | ||
| unilever plc | 3.84 | 128,326 | 7,849,700 | reduced | -1.26 | |||
| XOM | exxon mobil corp | 3.76 | 71,311 | 7,687,300 | added | 6.02 | ||
| VZ | verizon communications inc | 3.76 | 177,587 | 7,684,200 | reduced | -3.43 | ||
| ED | consolidated edison inc | 3.73 | 76,135 | 7,640,100 | reduced | -1.25 | ||
| MCD | mcdonalds corp | 3.68 | 25,775 | 7,530,560 | added | 0.93 | ||
| MMM | 3m co | 3.66 | 49,211 | 7,491,830 | added | 3.63 | ||
| O | realty income corp | 3.60 | 127,968 | 7,372,240 | reduced | -1.92 | ||
| JNJ | johnson & johnson | 3.57 | 47,822 | 7,304,760 | reduced | -1.45 | ||
| CVX | chevron corp new | 3.54 | 50,642 | 7,251,380 | added | 9.64 | ||
