Loading…
CIK 0001963452 • 6 13F filings • May 6, 2025 – Jul 30, 2026
Import this data to Google Sheets with:
=jivedata("windle-wealth-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $8.0M | 3.6%Prev: 3.7% | 51,495 SH | Decreased-5,956 SH |
| ABBVIE INC | COM | $10.0M | 4.5%Prev: 4.4% | 43,074 SH | Decreased-770 SH |
| ALPHABET INC | CAP STK CL A | $406K | 0.2%Prev: 0.2% | 1,671 SH | Decreased-3 SH |
| ALPHABET INC | CAP STK CL C | $6.3M | 2.8%Prev: 3.7% | 25,856 SH | Decreased-186 SH |
| ALTRIA GROUP INC | COM | $9.0M | 4.0%Prev: 4.2% | 135,946 SH | Decreased-8,812 SH |
| AMAZON COM INC | COM | $2.8M | 1.3%Prev: 1.2% | 12,884 SH | Decreased-5 SH |
| APPLE INC | COM | $11.0M | 4.9%Prev: 5.1% | 43,280 SH | Decreased-371 SH |
| AT&T INC | COM | $8.7M | 3.9%Prev: 3.0% | 307,394 SH | Increased-49,964 SH |
| BROADCOM INC | COM | $9.8M | 4.4%Prev: 4.0% | 29,777 SH | Decreased+3,443 SH |
| CHEVRON CORP NEW | COM | $8.1M | 3.6% | 52,153 SH | New |
| COCA COLA CO | COM | $8.0M | 3.6%Prev: 4.1% | 119,988 SH | Decreased-6,128 SH |
| COINBASE GLOBAL INC | COM CL A | $3.2M | 1.4%Prev: 0.7% | 9,570 SH | Increased-2,555 SH |
| CONSOLIDATED EDISON INC | COM | $8.0M | 3.6%Prev: 3.9% | 79,714 SH | Decreased-7,702 SH |
| EXXON MOBIL CORP | COM | $8.2M | 3.7%Prev: 3.9% | 72,835 SH | Decreased+990 SH |
| HOME DEPOT INC | COM | $1.1M | 0.5%Prev: 0.4% | 2,654 SH | Increased-58 SH |
| ILLINOIS TOOL WKS INC | COM | $7.7M | 3.5%Prev: 3.7% | 29,712 SH | Decreased-4,140 SH |
| JOHNSON & JOHNSON | COM | $8.8M | 3.9%Prev: 4.6% | 47,594 SH | Decreased+2,053 SH |
| MCDONALDS CORP | COM | $8.0M | 3.6%Prev: 3.2% | 26,295 SH | Increased-3,231 SH |
| MERCADOLIBRE INC | COM | $2.1M | 0.9%Prev: 0.6% | 898 SH | Increased |
| MICROSOFT CORP | COM | $11.6M | 5.2%Prev: 4.0% | 22,451 SH | Increased-4,461 SH |
| NVIDIA CORPORATION | COM | $15.3M | 6.9%Prev: 6.6% | 82,197 SH | Decreased-119 SH |
| PALO ALTO NETWORKS INC | COM | $1.1M | 0.5%Prev: 0.7% | 5,338 SH | Decreased |
| PEPSICO INC | COM | $7.3M | 3.3%Prev: 3.1% | 52,123 SH | Decreased-5,766 SH |
| PRICE T ROWE GROUP INC | COM | $7.1M | 3.2%Prev: 3.8% | 69,550 SH | Decreased-14,314 SH |
| PROCTER AND GAMBLE CO | COM | $8.4M | 3.8% | 54,677 SH | New |
| REALTY INCOME CORP | COM | $7.7M | 3.4%Prev: 3.5% | 126,176 SH | Decreased-14,546 SH |
| SOUTHERN CO | COM | $8.6M | 3.9%Prev: 3.8% | 91,258 SH | Decreased-6,967 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $251K | 0.1% | 900 SH | New |
| TESLA INC | COM | $766K | 0.3%Prev: 0.3% | 1,722 SH | Increased-54 SH |
| UNILEVER PLC | SPON ADR NEW | $7.9M | 3.5%Prev: 3.4% | 133,188 SH | Decreased-8,187 SH |
| UNITEDHEALTH GROUP INC | COM | $245K | 0.1% | 709 SH | New |
| VERIZON COMMUNICATIONS INC | COM | $7.9M | 3.5%Prev: 3.4% | 179,521 SH | Decreased-22,159 SH |
| WELLTOWER INC | COM | $10.0M | 4.5%Prev: 4.9% | 56,040 SH | Decreased+1,886 SH |
| 13F-HR |
| 0001963452-26-000004 |
| $248.9M |
| View |
| Jul 23, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004094 | $204.6M | View |
| May 11, 2026 | Q1 2026 | 13F-HR | 0001963452-26-000003 | $236.7M | View |
| May 6, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002609 | $194.2M | View |