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Home > Institutional Investor > Windle Wealth, Llc > Profile

Instuitional Investor - Windle Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Windle Wealth, Llc
Portfolio Value $180,814,640
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 43,335 $10,852,000 6%
2.
Nvidia Corp
 NVDA 80,185 $10,767,998 5.95%
3.
Microsoft Corp
 MSFT 21,256 $8,959,341 4.95%
4.
Welltower Inc.
 WELL 65,148 $8,210,617 4.54%
5.
At&T Inc.
 T 359,150 $8,177,855 4.52%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)