Windle Wealth, LLC Top Holdings and 13F Report (2025) About Windle Wealth, LLCInvestment ActivityWindle Wealth, LLC has $204.55 million in total holdings as of June 30, 2025.Windle Wealth, LLC owns shares of 33 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 2.51% of the portfolio was purchased this quarter.About 0.63% of the portfolio was sold this quarter.This quarter, Windle Wealth, LLC has purchased 31 new stocks and bought additional shares in 18 stocks.Windle Wealth, LLC sold shares of 10 stocks and completely divested from 0 stocks this quarter.Largest Holdings NVIDIA $12,985,515Microsoft $11,181,140AT&T $8,884,542Apple $8,825,659Welltower $8,615,210 Largest New Holdings this Quarter 91324P102 - UnitedHealth Group $219,669 Holding874039100 - Taiwan Semiconductor Manufacturing $203,841 Holding Largest Purchases this Quarter T. Rowe Price Group 8,832 shares (about $852.29K)Chevron 4,452 shares (about $637.48K)Apple 2,239 shares (about $459.38K)Coinbase Global 1,300 shares (about $455.62K)Exxon Mobil 4,052 shares (about $436.80K) Largest Sales this Quarter AT&T 13,122 shares (about $379.75K)Verizon Communications 6,303 shares (about $272.73K)Realty Income 2,501 shares (about $144.08K)Altria Group 2,035 shares (about $119.31K)Johnson & Johnson 702 shares (about $107.23K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWindle Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$12,985,515$317,086 ▲2.5%82,1926.3%Computer and TechnologyMSFTMicrosoft$11,181,140$92,020 ▲0.8%22,4795.5%Computer and TechnologyTAT&T$8,884,542$379,750 ▼-4.1%306,9994.3%Computer and TechnologyAAPLApple$8,825,659$459,379 ▲5.5%43,0164.3%Computer and TechnologyWELLWelltower$8,615,210$32,130 ▼-0.4%56,0414.2%FinanceAVGOBroadcom$8,427,985$101,163 ▲1.2%30,5754.1%Computer and TechnologySOSouthern$8,258,381$95,228 ▲1.2%89,9314.0%UtilitiesKOCocaCola$8,253,946$6,650 ▼-0.1%116,6644.0%Consumer StaplesMOAltria Group$7,971,207$119,312 ▼-1.5%135,9583.9%Consumer StaplesPGProcter & Gamble$7,938,229$98,459 ▲1.3%49,8263.9%Consumer StaplesABBVAbbVie$7,923,744$25,059 ▼-0.3%42,6883.9%MedicalULUnilever$7,849,701$100,380 ▼-1.3%128,3263.8%Consumer StaplesXOMExxon Mobil$7,687,304$436,804 ▲6.0%71,3113.8%EnergyVZVerizon Communications$7,684,204$272,731 ▼-3.4%177,5873.8%Computer and TechnologyEDConsolidated Edison$7,640,102$96,636 ▼-1.2%76,1353.7%UtilitiesMCDMcDonald's$7,530,557$69,535 ▲0.9%25,7753.7%Retail/WholesaleMMM3M$7,491,826$262,308 ▲3.6%49,2113.7%Multi-Sector ConglomeratesORealty Income$7,372,235$144,083 ▼-1.9%127,9683.6%FinanceJNJJohnson & Johnson$7,304,759$107,230 ▼-1.4%47,8223.6%MedicalCVXChevron$7,251,384$637,478 ▲9.6%50,6423.5%EnergyITWIllinois Tool Works$7,118,947$265,295 ▲3.9%28,7933.5%IndustrialsTROWT. Rowe Price Group$7,104,759$852,293 ▲13.6%73,6243.5%FinancePEPPepsiCo$6,814,443$321,253 ▲4.9%51,6093.3%Consumer StaplesGOOGAlphabet$4,582,762$5,322 ▲0.1%25,8342.2%Computer and TechnologyCOINCoinbase Global$3,353,336$455,616 ▲15.7%9,5681.6%FinanceAMZNAmazon.com$2,826,6210.0%12,8841.4%Retail/WholesaleMELIMercadoLibre$2,347,0400.0%8981.1%Retail/WholesalePANWPalo Alto Networks$1,092,3680.0%5,3380.5%Computer and TechnologyHDHome Depot$967,756$6,598 ▲0.7%2,6400.5%Retail/WholesaleTSLATesla$547,150$238,623 ▲77.3%1,7220.3%Auto/Tires/TrucksGOOGLAlphabet$294,226$352 ▲0.1%1,6700.1%Computer and TechnologyUNHUnitedHealth Group$219,669$219,669 ▲New Holding7040.1%MedicalTSMTaiwan Semiconductor Manufacturing$203,841$203,841 ▲New Holding9000.1%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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