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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 $142,598,191
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 20,654 $7,766,804 5.44%
2.
Apple Inc.
 AAPL 35,390 $6,813,587 4.77%
3.
Procter & Gamble Co
 PG 45,018 $6,597,008 4.62%
4.
Illinois Tool Works Inc
 ITW 24,631 $6,451,952 4.52%
5.
Welltower Inc.
 WELL 70,708 $6,375,704 4.47%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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)