$128 Million is the total value of Windle Wealth, LLC's 28 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2022 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 4 | Q3 2023 | 6.2% |
| PROCTER AND GAMBLE CO | 4 | Q3 2023 | 5.3% |
| EXXON MOBIL CORP | 4 | Q3 2023 | 5.4% |
| APPLE INC | 4 | Q3 2023 | 5.7% |
| CHEVRON CORP NEW | 4 | Q3 2023 | 5.4% |
| ABBVIE INC | 4 | Q3 2023 | 5.0% |
| MCDONALDS CORP | 4 | Q3 2023 | 4.8% |
| ILLINOIS TOOL WKS INC | 4 | Q3 2023 | 4.7% |
| UNILEVER PLC | 4 | Q3 2023 | 4.5% |
| CONSOLIDATED EDISON INC | 4 | Q3 2023 | 4.7% |
View Windle Wealth, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-08 |
View Windle Wealth, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.