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Home > Institutional Investor > Windsor Capital Management, Llc > Profile

Instuitional Investor - Windsor Capital Management, Llc

Fund Profile
Filing Period:
Fund Name: Windsor Capital Management, Llc
Portfolio Value $305,737,558
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 54,857 $26,201,317 8.56%
2.
Spdr Series Trust
 424,564 $19,797,438 6.47%
3.
Spdr Series Trust
 326,617 $18,257,879 5.97%
4.
Ishares Trust
 IEF 43,544 $12,068,305 3.94%
5.
Ishares Tr
 158,115 $11,943,986 3.9%
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)