Windle Wealth, LLC
CIK 1963452 · Holdings on Sep 30, 2023 · First reported Nov 8, 2023
Top ten holdings
Q3 2023- MSFT5.25%
- PG4.98%
- EXMOC4.91%
- CVX4.80%
- AAPL4.71%
- ABBV4.65%
- WELL4.61%
- 9047677044.40%
- ITW4.37%
- MCD4.36%
Share classes counted separately47.04%
Portfolio value by quarter
Top 10 holdings 28
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MSFTMICROSOFT CORP View history and evidence | $7.04M | 5.25% | 22.31K shares | — | ↗▾ | |
| 02 | PGPROCTER & GAMBLE CO/THE View history and evidence | $6.67M | 4.98% | 45.75K shares | — | ↗▾ | |
| 03 | EXMOCEXXON MOBIL CORP View history and evidence | $6.58M | 4.91% | 55.97K shares | — | ↗▾ | |
| 04 | CVXCHEVRON CORP View history and evidence | $6.44M | 4.80% | 38.18K shares | — | ↗▾ | |
| 05 | AAPLAPPLE INC View history and evidence | $6.31M | 4.71% | 36.88K shares | — | ↗▾ | |
| 06 | ABBVABBVIE INC View history and evidence | $6.24M | 4.65% | 41.88K shares | — | ↗▾ | |
| 07 | WELLWELLTOWER INC View history and evidence | $6.18M | 4.61% | 75.49K shares | — | ↗▾ | |
| 08 | 904767704UNILEVER PLCSPON ADR NEW View history and evidence | $5.91M | 4.40% | 119.55K shares | — | ↗▾ | |
| 09 | ITWILLINOIS TOOL WORKS View history and evidence | $5.86M | 4.37% | 25.45K shares | — | ↗▾ | |
| 10 | MCDMCDONALD'S CORP View history and evidence | $5.85M | 4.36% | 22.21K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SCHD SCHWAB US DVD EQUITY ETF | Non-derivative | — | — | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
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CIK 1963452 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-11-08
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 134105693
}Take these holdings further.
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