Windle Wealth, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 7, 2025), Windle Wealth, LLC reported 32 stock positions worth $180.8 million. Its top holding was Apple (AAPL) at 6.0% of the portfolio, followed by Nvidia (NVDA, 6.0%) and Microsoft (MSFT, 5.0%). Compared with Q3 2024, it opened 2 new positions, sold out of 2, added to 22 and reduced 6. The biggest buy was Nvidia (NVDA, shares +0%) and the biggest sale Welltower (WELL, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- OKLAHOMA CITY, OK
- CIK
- 0001963452
- Portfolio Value
- $180.8M (Q4 2024)
- SEC Filing
- 0001085146-25-000907 ↗ filed Feb 7, 2025
Holdings Value
Holdings 32 stocks · $180.8M
| AAPL Apple Inc. | 6.00% | 43,335 | $10.9M | Reduce -0.2% |
| NVDA Nvidia Corp. | 5.96% | 80,185 | $10.8M | Add +0.0% |
| MSFT Microsoft Corp. | 4.96% | 21,256 | $9.0M | Add +4.5% |
| WELL Welltower Inc. | 4.54% | 65,148 | $8.2M | Reduce -5.8% |
| T AT&T Inc. | 4.52% | 359,150 | $8.2M | Reduce -4.8% |
| MMM 3M Co. | 4.43% | 62,080 | $8.0M | Add +0.3% |
| PG The Procter & Gamble Co. | 4.43% | 47,785 | $8.0M | Add +3.4% |
| MO Altria Group Inc. | 4.23% | 146,239 | $7.6M | Add +0.7% |
| UL Unilever PLC | 4.04% | 128,871 | $7.3M | Add +0.6% |
| ABBV Abbvie Inc. | 4.03% | 41,022 | $7.3M | Add +4.7% |
| SO The Southern Co. | 4.02% | 88,301 | $7.3M | Add +1.9% |
| MCD McDonald's Corp. | 3.99% | 24,868 | $7.2M | Add +2.0% |
| KO The Coca-Cola Co. | 3.90% | 113,138 | $7.0M | Add +6.9% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 3.87% | 61,860 | $7.0M | Reduce -0.8% |
| VZ Verizon Communications Inc. | 3.76% | 170,002 | $6.8M | Add +4.3% |
| ITW Illinois Tool Works | 3.76% | 26,786 | $6.8M | Add +2.7% |
| O Realty Income Corp. | 3.65% | 123,657 | $6.6M | Add +6.2% |
| JNJ Johnson & Johnson | 3.65% | 45,656 | $6.6M | Add +6.0% |
| XOM Exxon Mobil Corp. | 3.64% | 61,241 | $6.6M | Add +3.9% |
| CVX Chevron Corp. | 3.58% | 44,752 | $6.5M | Add +1.9% |
| ED Consolidated Edison Inc. | 3.58% | 72,568 | $6.5M | Add +5.0% |
| PEP Pepsico Inc. | 3.53% | 41,942 | $6.4M | Add +9.1% |
| GOOG Alphabet Inc. Class C | 2.71% | 25,773 | $4.9M | Add +0.1% |
| AMZN Amazon.com Inc. | 1.56% | 12,884 | $2.8M | Add +6.6% |
| COIN Coinbase Global Inc. Class A | 1.08% | 7,868 | $2.0M | Add +14.5% |
| MELI MercadoLibre Inc. | 0.84% | 898 | $1.5M | No change |
| HD Home Depot Inc. | 0.56% | 2,606 | $1.0M | Add +0.5% |
| PANW Palo Alto Networks Inc. | 0.54% | 5,338 | $971K | No change |
| GOOGL Alphabet Inc. Class A | 0.17% | 1,666 | $315K | New |
| GBTC Grayscale Bitcoin Trust ETF | 0.17% | 4,225 | $313K | Reduce -61.3% |
| TSLA Tesla Inc. | 0.16% | 710 | $287K | New |
| ETHE Grayscale Ethereum Staking E | 0.12% | 8,047 | $225K | Reduce -60.6% |
Portfolio Sells Q3 2024 → Q4 2024
| WELL Welltower Inc. | Reduce -5.8% | 4.54% | −0.27 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -61.3% | 0.17% | −0.13 |
| BTC Grayscale Bitcoin Mini Trust | Sold out | 0.00% | −0.13 |
| ETHE Grayscale Ethereum Staking E | Reduce -60.6% | 0.12% | −0.12 |
| GRAYSCALE ETHEREUM MINI TR E | Sold out | 0.00% | −0.11 |
| T AT&T Inc. | Reduce -4.8% | 4.52% | +0.01 |
| TROW T Rowe Price Group Inc. | Reduce -0.8% | 3.87% | +0.18 |
| AAPL Apple Inc. | Reduce -0.2% | 6.00% | +0.50 |
Portfolio Buys Q3 2024 → Q4 2024
| NVDA Nvidia Corp. | Add +0.0% | 5.96% | +0.66 |
| COIN Coinbase Global Inc. Class A | Add +14.5% | 1.08% | +0.41 |
| GOOG Alphabet Inc. Class C | Add +0.1% | 2.71% | +0.37 |
| AMZN Amazon.com Inc. | Add +6.6% | 1.56% | +0.34 |
| MO Altria Group Inc. | Add +0.7% | 4.23% | +0.20 |
| MSFT Microsoft Corp. | Add +4.5% | 4.96% | +0.20 |
| GOOGL Alphabet Inc. Class A | New | 0.17% | +0.17 |
| TSLA Tesla Inc. | New | 0.16% | +0.16 |
| PG The Procter & Gamble Co. | Add +3.4% | 4.43% | +0.08 |
| CVX Chevron Corp. | Add +1.9% | 3.58% | +0.07 |
| ITW Illinois Tool Works | Add +2.7% | 3.76% | +0.04 |
| HD Home Depot Inc. | Add +0.5% | 0.56% | −0.01 |
| PEP Pepsico Inc. | Add +9.1% | 3.53% | −0.03 |
| MCD McDonald's Corp. | Add +2.0% | 3.99% | −0.05 |
| XOM Exxon Mobil Corp. | Add +3.9% | 3.64% | −0.11 |
| JNJ Johnson & Johnson | Add +6.0% | 3.65% | −0.14 |
| MMM 3M Co. | Add +0.3% | 4.43% | −0.16 |
| ABBV Abbvie Inc. | Add +4.7% | 4.03% | −0.17 |
| VZ Verizon Communications Inc. | Add +4.3% | 3.76% | −0.22 |
| SO The Southern Co. | Add +1.9% | 4.02% | −0.23 |
| KO The Coca-Cola Co. | Add +6.9% | 3.90% | −0.24 |
| ED Consolidated Edison Inc. | Add +5.0% | 3.58% | −0.33 |
| O Realty Income Corp. | Add +6.2% | 3.65% | −0.36 |
| UL Unilever PLC | Add +0.6% | 4.04% | −0.48 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 35 | $248.9M | NVDA, AAPL, WELL, JNJ, ABBV |
| Q1 2026 | 32 | $236.7M | NVDA, XOM, JNJ, AAPL, CVX |
| Q4 2025 | 34 | $223.2M | NVDA, AAPL, MSFT, WELL, AVGO |
| Q3 2025 | 33 | $223.5M | NVDA, MSFT, AAPL, WELL, ABBV |
| Q2 2025 | 33 | $204.6M | NVDA, MSFT, T, AAPL, WELL |
| Q1 2025 | 31 | $194.2M | AAPL, T, ABBV, NVDA, WELL |
| Q4 2024 | 32 | $180.8M | AAPL, NVDA, MSFT, WELL, T |
| Q3 2024 | 32 | $184.0M | AAPL, NVDA, WELL, MSFT, MMM |
| Q2 2024 | 29 | $164.0M | NVDA, AAPL, MSFT, PG, WELL |
| Q1 2024 | 29 | $157.0M | MSFT, PG, NVDA, ABBV, XOM |