$139 Million is the total value of Windle Wealth, LLC's 29 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $3,391,021 | +52.3% | 8,016 | 0.0% | 2.45% | +48.3% | |
| GOOG | ALPHABET INCcap stk cl c | $2,731,503 | +16.3% | 22,580 | 0.0% | 1.97% | +13.3% | |
| AMZN | AMAZON COM INC | $1,630,021 | +26.2% | 12,504 | 0.0% | 1.18% | +22.8% | |
| PANW | PALO ALTO NETWORKS INC | $1,090,772 | +27.9% | 4,269 | 0.0% | 0.79% | +24.5% | |
| MELI | MERCADOLIBRE INC | $1,063,771 | -10.1% | 898 | 0.0% | 0.77% | -12.5% | |
| COIN | COINBASE GLOBAL INC | $365,621 | +5.9% | 5,110 | 0.0% | 0.26% | +3.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-10
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.