Windle Wealth, LLC Top Holdings and 13F Report (2025) About Windle Wealth, LLCInvestment ActivityWindle Wealth, LLC has $180.81 million in total holdings as of December 31, 2024.Windle Wealth, LLC owns shares of 32 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 3.20% of the portfolio was purchased this quarter.About 1.26% of the portfolio was sold this quarter.This quarter, Windle Wealth, LLC has purchased 32 new stocks and bought additional shares in 23 stocks.Windle Wealth, LLC sold shares of 6 stocks and completely divested from 2 stocks this quarter.Largest Holdings Apple $10,852,000NVIDIA $10,767,998Microsoft $8,959,341Welltower $8,210,617AT&T $8,177,855 Largest New Holdings this Quarter Alphabet $315,289 HoldingTesla $286,779 Holding Largest Purchases this Quarter PepsiCo 3,484 shares (about $529.78K)Palo Alto Networks 2,669 shares (about $485.65K)Coca-Cola 7,346 shares (about $457.36K)Realty Income 7,191 shares (about $384.07K)Microsoft 908 shares (about $382.72K) Largest Sales this Quarter Welltower 4,023 shares (about $507.02K)GRAYSCALE BITCOIN TRUST ETF 6,701 shares (about $495.96K)AT&T 18,232 shares (about $415.14K)Grayscale Ethereum Trust (ETH) 12,389 shares (about $347.16K)T. Rowe Price Group 515 shares (about $58.24K) 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$10,852,000$25,293 ▼-0.2%43,3356.0%Computer and TechnologyNVDANVIDIA$10,767,998$1,746 ▲0.0%80,1856.0%Computer and TechnologyMSFTMicrosoft$8,959,341$382,719 ▲4.5%21,2565.0%Computer and TechnologyWELLWelltower$8,210,617$507,020 ▼-5.8%65,1484.5%FinanceTAT&T$8,177,855$415,143 ▼-4.8%359,1504.5%Computer and TechnologyMMM3M$8,013,908$27,238 ▲0.3%62,0804.4%Multi-Sector ConglomeratesPGProcter & Gamble$8,011,186$265,391 ▲3.4%47,7854.4%Consumer StaplesMOAltria Group$7,646,846$55,375 ▲0.7%146,2394.2%Consumer StaplesULUnilever$7,307,006$44,283 ▲0.6%128,8714.0%Consumer StaplesABBVAbbVie$7,289,542$329,453 ▲4.7%41,0224.0%MedicalSOSouthern$7,268,945$135,170 ▲1.9%88,3014.0%UtilitiesMCDMcDonald's$7,208,923$140,306 ▲2.0%24,8684.0%Retail/WholesaleKOCoca-Cola$7,043,998$457,364 ▲6.9%113,1383.9%Consumer StaplesTROWT. Rowe Price Group$6,995,772$58,242 ▼-0.8%61,8603.9%FinanceVZVerizon Communications$6,798,392$282,770 ▲4.3%170,0023.8%Computer and TechnologyITWIllinois Tool Works$6,791,861$175,717 ▲2.7%26,7863.8%Industrial ProductsORealty Income$6,604,533$384,072 ▲6.2%123,6573.7%FinanceJNJJohnson & Johnson$6,602,725$373,117 ▲6.0%45,6563.7%MedicalXOMExxon Mobil$6,587,695$249,025 ▲3.9%61,2413.6%Oils/EnergyCVXChevron$6,481,934$119,349 ▲1.9%44,7523.6%Oils/EnergyEDConsolidated Edison$6,475,259$307,220 ▲5.0%72,5683.6%UtilitiesPEPPepsiCo$6,377,765$529,782 ▲9.1%41,9423.5%Consumer StaplesGOOGAlphabet$4,908,218$4,951 ▲0.1%25,7732.7%Computer and TechnologyAMZNAmazon.com$2,826,621$175,512 ▲6.6%12,8841.6%Retail/WholesaleCOINCoinbase Global$1,953,517$247,293 ▲14.5%7,8681.1%FinanceMELIMercadoLibre$1,526,9950.0%8980.8%Retail/WholesaleHDHome Depot$1,013,626$5,445 ▲0.5%2,6060.6%Retail/WholesalePANWPalo Alto Networks$971,302$485,651 ▲100.0%5,3380.5%Computer and TechnologyGOOGLAlphabet$315,289$315,289 ▲New Holding1,6660.2%Computer and TechnologyGRAYSCALE BITCOIN TRUST ETF$312,703$495,958 ▼-61.3%4,2250.2%SHS REP COM UTTSLATesla$286,779$286,779 ▲New Holding7100.2%Auto/Tires/TrucksETHEGrayscale Ethereum Trust (ETH)$225,489$347,158 ▼-60.6%8,0470.1%MiscellaneousGRAYSCALE BITCOIN MINI TR BT$0$231,145 ▼-100.0%00.0%SHSGRAYSCALE ETHEREUM MINI TR E$0$198,802 ▼-100.0%00.0%COM UNITShowing 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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