Windle Wealth, LLC
CIK 1963452 · Holdings on Jun 30, 2024 · First reported Aug 13, 2024
Top ten holdings
Q2 2024- NVDA6.04%
- AAPL5.73%
- MSFT5.34%
- PG4.51%
- WELL4.38%
- T4.31%
- 9047677044.30%
- SO4.14%
- MO4.13%
- MMM4.07%
Share classes counted separately46.95%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- AAPLWeight increased · +1.68 pp4.05% → 5.73%Shares +7.54K (+20.34%)
- NVDAWeight increased · +1.43 pp4.61% → 6.04%Shares +72.16K (+900.02%)
- EXMOCWeight decreased · -0.63 pp4.44% → 3.81%Shares -5.75K (-9.58%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 29
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | NVDANVIDIA CORP View history and evidence | $9.90M | 6.04% | 80.17K shares | 4.61% → 6.04%+1.43 pp +72.16K (+900.02%) | Added | ↗▾ |
| 02 | AAPLAPPLE INC View history and evidence | $9.40M | 5.73% | 44.63K shares | 4.05% → 5.73%+1.68 pp +7.54K (+20.34%) | Added | ↗▾ |
| 03 | MSFTMICROSOFT CORP View history and evidence | $8.76M | 5.34% | 19.61K shares | 5.35% → 5.34%-0.01 pp -359 (-1.80%) | Reduced | ↗▾ |
| 04 | PGPROCTER & GAMBLE CO/THE View history and evidence | $7.40M | 4.51% | 44.85K shares | 4.72% → 4.51%-0.21 pp -856 (-1.87%) | Reduced | ↗▾ |
| 05 | WELLWELLTOWER INC View history and evidence | $7.18M | 4.38% | 68.86K shares | 4.27% → 4.38%+0.11 pp -2.82K (-3.93%) | Reduced | ↗▾ |
| 06 | TAT&T INC View history and evidence | $7.07M | 4.31% | 369.90K shares | 4.12% → 4.31%+0.19 pp +2.22K (+0.60%) | Added | ↗▾ |
| 07 | 904767704UNILEVER PLCSPON ADR NEW View history and evidence | $7.06M | 4.30% | 128.31K shares | 3.88% → 4.30%+0.42 pp +6.81K (+5.60%) | Added | ↗▾ |
| 08 | SOSOUTHERN CO/THE View history and evidence | $6.79M | 4.14% | 87.52K shares | 4.12% → 4.14%+0.02 pp -2.67K (-2.96%) | Reduced | ↗▾ |
| 09 | MOALTRIA GROUP INC View history and evidence | $6.77M | 4.13% | 148.73K shares | 4.10% → 4.13%+0.03 pp +1.30K (+0.88%) | Added | ↗▾ |
| 10 | MMM3M CO View history and evidence | $6.67M | 4.07% | 65.25K shares | Prior unavailable — | CUSIP change | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1963452 · Period 2024-06-30
Data loaded 2026-09-23 · First reported 2024-08-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 164014384
}Take these holdings further.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.