Windle Wealth, LLC Top Holdings and 13F Report (2024) About Windle Wealth, LLCInvestment ActivityWindle Wealth, LLC has $183.99 million in total holdings as of September 30, 2024.Windle Wealth, LLC owns shares of 32 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 3.13% of the portfolio was purchased this quarter.About 0.66% of the portfolio was sold this quarter.This quarter, Windle Wealth, LLC has purchased 29 new stocks and bought additional shares in 19 stocks.Windle Wealth, LLC sold shares of 7 stocks and completely divested from 0 stocks this quarter.Largest Holdings Apple $10,120,682NVIDIA $9,736,111Welltower $8,855,918Microsoft $8,755,8263M $8,457,499 Largest New Holdings this Quarter Grayscale Ethereum Trust (ETH) $447,335 HoldingGRAYSCALE BITCOIN MINI TR BT $231,145 HoldingGRAYSCALE ETHEREUM MINI TR E $198,802 Holding Largest Purchases this Quarter Chevron 4,851 shares (about $714.41K)T. Rowe Price Group 5,216 shares (about $568.18K)Exxon Mobil 4,672 shares (about $547.65K)Grayscale Ethereum Trust (ETH) 20,436 shares (about $447.34K)McDonald's 1,178 shares (about $358.71K) Largest Sales this Quarter 3M 3,378 shares (about $461.77K)Apple 1,198 shares (about $279.14K)Altria Group 3,547 shares (about $181.04K)GRAYSCALE BITCOIN TR BTC 2,753 shares (about $139.03K)Southern 859 shares (about $77.47K) 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$10,120,682$279,137 ▼-2.7%43,4365.5%Computer and TechnologyNVDANVIDIA$9,736,1110.0%80,1725.3%Computer and TechnologyWELLWelltower$8,855,918$39,945 ▲0.5%69,1714.8%FinanceMSFTMicrosoft$8,755,826$317,995 ▲3.8%20,3484.8%Computer and TechnologyMMM3M$8,457,499$461,773 ▼-5.2%61,8694.6%Multi-Sector ConglomeratesULUnilever$8,320,737$14,291 ▼-0.2%128,0904.5%Consumer StaplesTAT&T$8,302,400$164,494 ▲2.0%377,3824.5%Computer and TechnologyPGProcter & Gamble$8,002,261$233,476 ▲3.0%46,2024.3%Consumer StaplesSOSouthern$7,814,953$77,465 ▼-1.0%86,6594.2%UtilitiesABBVAbbVie$7,734,969$156,406 ▲2.1%39,1684.2%MedicalKOCoca-Cola$7,602,241$132,941 ▲1.8%105,7924.1%Consumer StaplesMCDMcDonald's$7,425,110$358,710 ▲5.1%24,3844.0%Retail/WholesaleMOAltria Group$7,409,985$181,039 ▼-2.4%145,1804.0%Consumer StaplesORealty Income$7,386,260$84,095 ▲1.2%116,4664.0%FinanceVZVerizon Communications$7,317,233$322,364 ▲4.6%162,9314.0%Computer and TechnologyEDConsolidated Edison$7,197,977$114,126 ▲1.6%69,1253.9%UtilitiesJNJJohnson & Johnson$6,980,937$249,412 ▲3.7%43,0763.8%MedicalXOMExxon Mobil$6,907,329$547,654 ▲8.6%58,9263.8%Oils/EnergyITWIllinois Tool Works$6,838,266$223,024 ▲3.4%26,0933.7%Industrial ProductsTROWT. Rowe Price Group$6,794,560$568,183 ▲9.1%62,3753.7%FinancePEPPepsiCo$6,539,745$278,710 ▲4.5%38,4583.6%Consumer StaplesCVXChevron$6,469,335$714,413 ▲12.4%43,9283.5%Oils/EnergyGOOGAlphabet$4,304,580$339,391 ▲8.6%25,7472.3%Computer and TechnologyAMZNAmazon.com$2,251,612$64,098 ▼-2.8%12,0841.2%Retail/WholesaleMELIMercadoLibre$1,842,6600.0%8981.0%Retail/WholesaleCOINCoinbase Global$1,224,302$28,149 ▲2.4%6,8720.7%Business ServicesHDHome Depot$1,050,189$6,483 ▲0.6%2,5920.6%Retail/WholesalePANWPalo Alto Networks$912,2640.0%2,6690.5%Computer and TechnologyGRAYSCALE BITCOIN TR BTC$551,778$139,030 ▼-20.1%10,9260.3%SHS REP COM UTETHEGrayscale Ethereum Trust (ETH)$447,335$447,335 ▲New Holding20,4360.2%MiscellaneousGRAYSCALE BITCOIN MINI TR BT$231,145$231,145 ▲New Holding41,0560.1%SHSGRAYSCALE ETHEREUM MINI TR E$198,802$198,802 ▲New Holding81,4760.1%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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