Holdings
Windle Wealth, LLC
As of Jun 30, 2026, Windle Wealth, LLC reported 31 positions worth US$249M. Largest: Nvidia Corporation, Apple Inc and Welltower Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 82,316 | US$16.5M | +108 | Jun 30, 2026 |
| Apple Inc | 43,651 | US$12.6M | +312 | Jun 30, 2026 |
| Welltower Inc. | 54,154 | US$12.3M | −68 | Jun 30, 2026 |
| Johnson & Johnson | 45,541 | US$11.6M | +534 | Jun 30, 2026 |
| Abbvie Inc. | 43,844 | US$11M | +1,056 | Jun 30, 2026 |
| Altria Group, Inc. | 145K | US$10.4M | +2,603 | Jun 30, 2026 |
| Coca-cola Company (the) | 126K | US$10.2M | +2,643 | Jun 30, 2026 |
| Microsoft Corp. | 26,912 | US$10M | +1,412 | Jun 30, 2026 |
| Broadcom Inc. | 26,334 | US$9.95M | −3,700 | Jun 30, 2026 |
| Exxon Mobil Corporation | 71,845 | US$9.82M | −401 | Jun 30, 2026 |