Investor Details
| Filer Name: | WINDLE WEALTH, LLC |
|---|---|
| CIK: | 1963452 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-07 |
| Number of Holdings: | 32 |
| Portfolio Value: | $0.18B |
Windle Wealth, Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| AAPL | US | APPLE INC | 43,335 | $11M | 6.00% | -0.2% | - |
| NVDA | US | NVIDIA CORP | 80,185 | $11M | 5.96% | 0.0% | - |
| MSFT | US | MICROSOFT CORP | 21,256 | $9M | 4.95% | 4.5% | - |
| WELL | US | WELLTOWER INC | 65,148 | $8M | 4.54% | -5.8% | - |
| T | US | AT&T INC | 359,150 | $8M | 4.52% | -4.8% | - |
| MMM | US | 3M CO | 62,080 | $8M | 4.43% | 0.3% | - |
| PG | US | PROCTER & GAMBLE CO/THE | 47,785 | $8M | 4.43% | 3.4% | - |
| MO | US | ALTRIA GROUP INC | 146,239 | $8M | 4.23% | 0.7% | - |
| UL | US | UNILEVER PLC-SPONSORED ADR | 128,871 | $7M | 4.04% | 0.6% | - |
| ABBV | US | ABBVIE INC | 41,022 | $7M | 4.03% | 4.7% | - |
| SO | US | SOUTHERN CO/THE | 88,301 | $7M | 4.02% | 1.9% | - |
| MCD | US | MCDONALD'S CORP | 24,868 | $7M | 3.99% | 2.0% | - |
| KO | US | COCA-COLA CO/THE | 113,138 | $7M | 3.90% | 6.9% | - |
| TROW | US | T ROWE PRICE GROUP INC | 61,860 | $7M | 3.87% | -0.8% | - |
| ITW | US | ILLINOIS TOOL WORKS | 26,786 | $7M | 3.76% | 2.7% | - |
| VZ | US | VERIZON COMMUNICATIONS INC | 170,002 | $7M | 3.76% | 4.3% | - |
| O | US | REALTY INCOME CORP | 123,657 | $7M | 3.65% | 6.2% | - |
| JNJ | US | JOHNSON & JOHNSON | 45,656 | $7M | 3.65% | 6.0% | - |
| XOM | US | EXXON MOBIL CORP | 61,241 | $7M | 3.64% | 3.9% | - |
| ED | US | CONSOLIDATED EDISON INC | 72,568 | $6M | 3.58% | 5.0% | - |