Windsor Capital Management, LLC
124 holdingsFiling period: 2026-03-31Current AUM: $387.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 58.3K | $38.1M | $43.8M | 11.29% | -730 | 2026-03-31 |
| 2 | SPYV | SPDR SERIES TRUST | 334.5K | $18.9M | $20.8M | 5.35% | -8,901 | 2026-03-31 |
| 3 | SPYM | SPDR SERIES TRUST | 231.2K | $17.7M | $20.3M | 5.24% | -5,323 | 2026-03-31 |
| 4 | ESGD | ISHARES TR | 175.7K | $16.8M | $18.4M | 4.75% | -5,249 | 2026-03-31 |
| 5 | IJH | ISHARES TR | 243.3K | $16.4M | $18.3M | 4.72% | -6,209 | 2026-03-31 |
| 6 | SPSM | SPDR SERIES TRUST | 292.1K | $14.1M | $16.5M | 4.26% | -4,903 | 2026-03-31 |
| 7 | IBDT | ISHARES TR | 498.9K | $12.6M | $12.6M | 3.24% | +16.7K | 2026-03-31 |
| 8 | IBDU | ISHARES TR | 543.3K | $12.6M | $12.5M | 3.23% | +18.8K | 2026-03-31 |
| 9 | IBDS | ISHARES TR | 432.7K | $10.5M | $10.5M | 2.70% | -8,392 | 2026-03-31 |
| 10 | SPMD | SPDR SERIES TRUST | 162.6K | $9.6M | $10.7M | 2.77% | -5,167 | 2026-03-31 |
| 11 | IBDR | ISHARES TR | 396.3K | $9.6M | $9.6M | 2.48% | -20,854 | 2026-03-31 |
| 12 | FLOT | ISHARES TR | 173.1K | $8.8M | $8.8M | 2.28% | +4.4K | 2026-03-31 |
| 13 | VRP | INVESCO EXCH TRADED FD TR II | 341.0K | $8.2M | $8.2M | 2.12% | +7.2K | 2026-03-31 |
| 14 | CWB | SPDR SERIES TRUST | 86.4K | $7.9M | $8.8M | 2.27% | -2,696 | 2026-03-31 |
| 15 | VEA | VANGUARD TAX-MANAGED FDS | 118.6K | $7.6M | $8.4M | 2.16% | -13,415 | 2026-03-31 |
| 16 | SPEM | SPDR INDEX SHS FDS | 155.2K | $7.3M | $7.9M | 2.04% | -4,184 | 2026-03-31 |
| 17 | AAPL | APPLE INC | 28.6K | $7.3M | $8.8M | 2.28% | +334 | 2026-03-31 |
| 18 | JPIB | J P MORGAN EXCHANGE TRADED F | 151.6K | $7.2M | $7.3M | 1.87% | +3.5K | 2026-03-31 |
| 19 | IBDV | ISHARES TR | 242.4K | $5.3M | $5.2M | 1.35% | +13.9K | 2026-03-31 |
| 20 | SRLN | SSGA ACTIVE ETF TR | 129.8K | $5.2M | $5.2M | 1.35% | +4.3K | 2026-03-31 |
| 21 | BBHY | J P MORGAN EXCHANGE TRADED F | 108.2K | $5.0M | $4.9M | 1.28% | -197 | 2026-03-31 |
| 22 | XLK | SELECT SECTOR SPDR TR | 36.5K | $4.8M | $6.4M | 1.65% | -1,511 | 2026-03-31 |
| 23 | JPST | J P MORGAN EXCHANGE TRADED F | 89.3K | $4.5M | $4.5M | 1.16% | +173 | 2026-03-31 |
| 24 | JEPI | J P MORGAN EXCHANGE TRADED F | 76.7K | $4.3M | $4.4M | 1.14% | +901 | 2026-03-31 |
| 25 | JNK | SPDR SERIES TRUST | 45.2K | $4.3M | $4.3M | 1.12% | -923 | 2026-03-31 |
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