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Size ($ in 1000's)
At 12/31/2023: $142,600
At 09/30/2023: $134,107
Windle Wealth LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Windle Wealth LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Windle Wealth LLC top holdings by largest position size, as per the latest 13f filing made by Windle Wealth LLC.
In the Windle Wealth LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Windle Wealth LLC in that top holding, then the share count change between reporting periods, and finally the Windle Wealth LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| MICROSOFT CORP |
20,654 |
-1,653 |
$7,767 | | MSFT | 20,654 | -1,653 | $7,767 | | APPLE INC |
35,390 |
-1,487 |
$6,814 | | AAPL | 35,390 | -1,487 | $6,814 | | PROCTER AND GAMBLE CO |
45,018 |
-732 |
$6,597 | | PG | 45,018 | -732 | $6,597 | | ILLINOIS TOOL WKS INC |
24,631 |
-817 |
$6,452 | | ITW | 24,631 | -817 | $6,452 | | WELLTOWER INC |
70,708 |
-4,781 |
$6,376 | | WELL | 70,708 | -4,781 | $6,376 | | MCDONALDS CORP |
21,338 |
-869 |
$6,327 | | MCD | 21,338 | -869 | $6,327 | | 3M CO |
57,543 |
+4,202 |
$6,291 | | MMM | 57,543 | +4,202 | $6,291 | | AT&T INC |
373,501 |
-3,609 |
$6,267 | | T | 373,501 | -3,609 | $6,267 | | ABBVIE INC |
40,309 |
-1,570 |
$6,247 | | ABBV | 40,309 | -1,570 | $6,247 | | VERIZON COMMUNICATIONS INC |
164,242 |
+1,270 |
$6,192 | | VZ | 164,242 | +1,270 | $6,192 | | SOUTHERN CO |
86,519 |
-1,373 |
$6,067 | | SO | 86,519 | -1,373 | $6,067 | | CONSOLIDATED EDISON INC |
66,636 |
-728 |
$6,062 | | ED | 66,636 | -728 | $6,062 | | REALTY INCOME CORP |
104,842 |
+6,909 |
$6,020 | | O | 104,842 | +6,909 | $6,020 | | COCA COLA CO |
101,651 |
+1,755 |
$5,990 | | KO | 101,651 | +1,755 | $5,990 | | PRICE T ROWE GROUP INC |
54,347 |
+5,588 |
$5,853 | | TROW | 54,347 | +5,588 | $5,853 | | JOHNSON & JOHNSON |
37,202 |
+1,266 |
$5,831 | | JNJ | 37,202 | +1,266 | $5,831 | | PEPSICO INC |
34,250 |
+285 |
$5,817 | | PEP | 34,250 | +285 | $5,817 | | UNILEVER PLC |
119,608 |
+61 |
$5,799 | | UL | 119,608 | +61 | $5,799 | | CHEVRON CORP NEW |
37,669 |
-508 |
$5,619 | | CVX | 37,669 | -508 | $5,619 | | EXXON MOBIL CORP |
55,824 |
-144 |
$5,581 | | XOM | 55,824 | -144 | $5,581 | | ALTRIA GROUP INC |
138,045 |
+3,117 |
$5,569 | | MO | 138,045 | +3,117 | $5,569 | | NVIDIA CORPORATION |
8,016 |
UNCH |
$3,970 | | NVDA | 8,016 | UNCH | $3,970 | | ALPHABET INC |
22,580 |
UNCH |
$3,182 | | GOOG | 22,580 | UNCH | $3,182 | | AMAZON COM INC |
12,428 |
-76 |
$1,888 | | AMZN | 12,428 | -76 | $1,888 | | MERCADOLIBRE INC |
898 |
UNCH |
$1,411 | | MELI | 898 | UNCH | $1,411 | | COINBASE GLOBAL INC |
5,265 |
+29 |
$916 | | COIN | 5,265 | +29 | $916 | | HOME DEPOT INC |
2,621 |
+4 |
$908 | | HD | 2,621 | +4 | $908 |
See Full List: All Stocks Held By Windle Wealth LLC
Including:
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Windle Wealth LLC
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