Windle Wealth, LLC
36 holdingsFiling period: 2026-06-30Current AUM: $274.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 82.3K | $16.5M | $17.5M | 6.36% | +108 | 2026-06-30 |
| 2 | AAPL | APPLE INC | 43.7K | $12.6M | $14.5M | 5.26% | +312 | 2026-06-30 |
| 3 | WELL | WELLTOWER INC | 54.2K | $12.3M | $12.6M | 4.59% | -68 | 2026-06-30 |
| 4 | JNJ | JOHNSON & JOHNSON | 45.5K | $11.6M | $12.2M | 4.43% | +534 | 2026-06-30 |
| 5 | ABBV | ABBVIE INC | 43.8K | $11.0M | $11.5M | 4.20% | +1.1K | 2026-06-30 |
| 6 | MO | ALTRIA GROUP INC | 144.8K | $10.4M | $10.1M | 3.68% | +2.6K | 2026-06-30 |
| 7 | KO | COCA COLA CO | 126.1K | $10.2M | $11.2M | 4.07% | +2.6K | 2026-06-30 |
| 8 | MSFT | MICROSOFT CORP | 26.9K | $10.0M | $13.4M | 4.87% | +1.4K | 2026-06-30 |
| 9 | AVGO | BROADCOM INC | 26.3K | $9.9M | $8.9M | 3.25% | -3,700 | 2026-06-30 |
| 10 | XOM | EXXON MOBIL CORP | 71.8K | $9.8M | $12.2M | 4.43% | -401 | 2026-06-30 |
| 11 | XOM | EXXON MOBIL CORP | 71.8K | $9.8M | $12.2M | 4.43% | -401 | 2026-06-30 |
| 12 | ED | CONSOLIDATED EDISON INC | 87.4K | $9.7M | $9.2M | 3.35% | +2.8K | 2026-06-30 |
| 13 | TROW | PRICE T ROWE GROUP INC | 83.9K | $9.5M | $8.7M | 3.18% | +1.2K | 2026-06-30 |
| 14 | SO | SOUTHERN CO | 98.2K | $9.4M | $8.4M | 3.07% | +2.9K | 2026-06-30 |
| 15 | MMM | 3M CO | 57.5K | $9.3M | $9.5M | 3.44% | +2.8K | 2026-06-30 |
| 16 | GOOG | ALPHABET INC | 26.0K | $9.2M | $8.9M | 3.24% | +141 | 2026-06-30 |
| 17 | ITW | ILLINOIS TOOL WKS INC | 33.9K | $9.2M | $9.1M | 3.31% | +2.3K | 2026-06-30 |
| 18 | CVX | CHEVRON CORPORATION | 53.2K | $8.8M | $11.6M | 4.21% | +77 | 2026-06-30 |
| 19 | O | REALTY INCOME CORP | 140.7K | $8.7M | $8.3M | 3.01% | +9.8K | 2026-06-30 |
| 20 | VZ | VERIZON COMMUNICATIONS INC | 201.7K | $8.5M | $10.4M | 3.78% | +6.3K | 2026-06-30 |
| 21 | UL | UNILEVER PLC | 141.4K | $8.5M | $8.8M | 3.21% | +15.5K | 2026-06-30 |
| 22 | PG | PROCTER & GAMBLE CO | 57.4K | $8.4M | $8.4M | 3.07% | +1.8K | 2026-06-30 |
| 23 | MCD | MCDONALDS CORP | 29.5K | $8.0M | $7.5M | 2.72% | +1.8K | 2026-06-30 |
| 24 | PEP | PEPSICO INC | 57.9K | $7.8M | $7.8M | 2.86% | +5.2K | 2026-06-30 |
| 25 | T | AT&T INC | 357.4K | $7.4M | $9.5M | 3.48% | +17.3K | 2026-06-30 |
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