Windle Wealth, LLC
33 holdingsFiling period: 2026-03-31Current AUM: $265.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 82.2K | $14.3M | $16.5M | 6.22% | -- | 2026-03-31 |
| 2 | XOM | EXXON MOBIL CORP | 72.2K | $12.3M | $11.2M | 4.23% | -2,024 | 2026-03-31 |
| 3 | XOM | EXXON MOBIL CORP | 72.2K | $12.3M | $11.2M | 4.23% | -2,024 | 2026-03-31 |
| 4 | JNJ | JOHNSON & JOHNSON | 45.0K | $11.0M | $11.5M | 4.35% | -491 | 2026-03-31 |
| 5 | AAPL | APPLE INC | 43.3K | $11.0M | $13.4M | 5.05% | +1.4K | 2026-03-31 |
| 6 | CVX | CHEVRON CORPORATION | 53.1K | $11.0M | $10.4M | 3.94% | -1,272 | 2026-03-31 |
| 7 | WELL | WELLTOWER INC | 54.2K | $10.7M | $12.7M | 4.79% | +841 | 2026-03-31 |
| 8 | T | AT&T INC | 340.1K | $9.9M | $7.9M | 2.98% | +16.8K | 2026-03-31 |
| 9 | VZ | VERIZON COMMUNICATIONS INC | 195.4K | $9.8M | $9.1M | 3.45% | -1,071 | 2026-03-31 |
| 10 | ED | CONSOLIDATED EDISON INC | 84.6K | $9.6M | $9.2M | 3.47% | +2.2K | 2026-03-31 |
| 11 | MSFT | MICROSOFT CORP | 25.5K | $9.4M | $11.8M | 4.47% | +3.2K | 2026-03-31 |
| 12 | KO | COCA COLA CO | 123.5K | $9.4M | $10.8M | 4.08% | +969 | 2026-03-31 |
| 13 | MO | ALTRIA GROUP INC | 142.2K | $9.4M | $9.7M | 3.66% | +5.2K | 2026-03-31 |
| 14 | ABBV | ABBVIE INC | 42.8K | $9.3M | $10.7M | 4.05% | +1.5K | 2026-03-31 |
| 15 | AVGO | BROADCOM INC | 30.0K | $9.3M | $11.7M | 4.41% | +2.2K | 2026-03-31 |
| 16 | SO | SOUTHERN CO | 95.3K | $9.2M | $9.0M | 3.40% | +4.4K | 2026-03-31 |
| 17 | MCD | MCDONALDS CORP | 27.7K | $8.6M | $7.5M | 2.83% | +1.1K | 2026-03-31 |
| 18 | ITW | ILLINOIS TOOL WKS INC | 31.6K | $8.2M | $9.1M | 3.42% | +589 | 2026-03-31 |
| 19 | PEP | PEPSICO INC | 52.7K | $8.2M | $7.4M | 2.77% | +386 | 2026-03-31 |
| 20 | PG | PROCTER & GAMBLE CO | 55.6K | $8.0M | $8.0M | 3.03% | -3,878 | 2026-03-31 |
| 21 | O | REALTY INCOME CORP | 130.9K | $8.0M | $8.4M | 3.15% | +2.6K | 2026-03-31 |
| 22 | MMM | 3M CO | 54.6K | $7.9M | $9.6M | 3.63% | +2.5K | 2026-03-31 |
| 23 | TROW | PRICE T ROWE GROUP INC | 82.7K | $7.5M | $9.2M | 3.48% | +13.2K | 2026-03-31 |
| 24 | GOOG | ALPHABET INC | 25.9K | $7.4M | $9.2M | 3.48% | +27 | 2026-03-31 |
| 25 | UL | UNILEVER PLC | 125.9K | $7.2M | $8.0M | 3.01% | +4.7K | 2026-03-31 |
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