Windle Wealth, LLC Top Holdings and 13F Report (2025) About Windle Wealth, LLCInvestment ActivityWindle Wealth, LLC has $194.16 million in total holdings as of March 31, 2025.Windle Wealth, LLC owns shares of 31 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 5.84% of the portfolio was purchased this quarter.About 3.20% of the portfolio was sold this quarter.This quarter, Windle Wealth, LLC has purchased 32 new stocks and bought additional shares in 21 stocks.Windle Wealth, LLC sold shares of 5 stocks and completely divested from 2 stocks this quarter.Largest Holdings Apple $9,057,848AT&T $9,053,016AbbVie $8,972,266NVIDIA $8,690,413Welltower $8,618,002 Largest New Holdings this Quarter 11135F101 - Broadcom $5,057,647 Holding Largest Purchases this Quarter Broadcom 30,208 shares (about $5.06M)PepsiCo 7,234 shares (about $1.08M)Exxon Mobil 6,018 shares (about $715.72K)Verizon Communications 13,888 shares (about $629.96K)Consolidated Edison 4,530 shares (about $500.97K) Largest Sales this Quarter 3M 14,592 shares (about $2.14M)Welltower 8,898 shares (about $1.36M)AT&T 39,029 shares (about $1.10M)Apple 2,558 shares (about $568.21K)Altria Group 8,246 shares (about $494.93K) 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 PortfolioSectorAAPLApple$9,057,848$568,212 ▼-5.9%40,7774.7%Computer and TechnologyTAT&T$9,053,016$1,103,739 ▼-10.9%320,1214.7%Computer and TechnologyABBVAbbVie$8,972,266$377,345 ▲4.4%42,8234.6%MedicalNVDANVIDIA$8,690,4130.0%80,1854.5%Computer and TechnologyWELLWelltower$8,618,002$1,363,253 ▼-13.7%56,2504.4%FinanceEDConsolidated Edison$8,526,217$500,970 ▲6.2%77,0984.4%UtilitiesPGProcter & Gamble$8,385,983$242,506 ▲3.0%49,2084.3%Consumer StaplesMSFTMicrosoft$8,369,124$389,663 ▲4.9%22,2944.3%Computer and TechnologyKOCoca-Cola$8,362,185$259,264 ▲3.2%116,7584.3%Consumer StaplesVZVerizon Communications$8,341,248$629,959 ▲8.2%183,8904.3%Computer and TechnologyMOAltria Group$8,282,354$494,926 ▼-5.6%137,9934.3%Consumer StaplesSOSouthern$8,173,821$54,526 ▲0.7%88,8944.2%UtilitiesJNJJohnson & Johnson$8,047,249$475,631 ▲6.3%48,5244.1%MedicalXOMExxon Mobil$7,999,057$715,716 ▲9.8%67,2594.1%EnergyMCDMcDonald's$7,976,980$208,975 ▲2.7%25,5374.1%Retail/WholesaleULUnilever$7,739,535$65,267 ▲0.9%129,9674.0%Consumer StaplesCVXChevron$7,727,053$240,561 ▲3.2%46,1904.0%EnergyORealty Income$7,568,507$395,164 ▲5.5%130,4693.9%FinancePEPPepsiCo$7,373,430$1,084,663 ▲17.2%49,1763.8%Consumer StaplesMMM3M$6,974,069$2,142,975 ▼-23.5%47,4883.6%Multi-Sector ConglomeratesITWIllinois Tool Works$6,874,952$231,645 ▲3.5%27,7203.5%IndustrialsTROWT. Rowe Price Group$5,952,418$269,362 ▲4.7%64,7923.1%FinanceAVGOBroadcom$5,057,647$5,057,647 ▲New Holding30,2082.6%Computer and TechnologyGOOGAlphabet$4,031,331$4,843 ▲0.1%25,8042.1%Computer and TechnologyAMZNAmazon.com$2,451,3100.0%12,8841.3%Retail/WholesaleMELIMercadoLibre$1,751,8810.0%8980.9%Retail/WholesaleCOINCoinbase Global$1,423,923$68,888 ▲5.1%8,2680.7%FinanceHDHome Depot$961,034$5,864 ▲0.6%2,6220.5%Retail/WholesalePANWPalo Alto Networks$910,8760.0%5,3380.5%Computer and TechnologyGOOGLAlphabet$257,873$309 ▲0.1%1,6680.1%Computer and TechnologyTSLATesla$251,719$67,661 ▲36.8%9710.1%Auto/Tires/TrucksGRAYSCALE BITCOIN TRUST ETF$0$312,703 ▼-100.0%00.0%SHS REP COM UTETHEGrayscale Ethereum Trust (ETH)$0$225,489 ▼-100.0%00.0%MiscellaneousShowing 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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