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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 $337,064,113
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 57,423 $33,804,108 10.02%
2.
Spdr Series Trust
 412,678 $21,104,391 6.26%
3.
Spdr Series Trust
 274,558 $18,928,053 5.61%
4.
Ishares Trust
 IEF 223,805 $13,945,322 4.13%
5.
Ishares Tr
 166,610 $12,685,701 3.76%
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)