Windle Wealth, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 6, 2025), Windle Wealth, LLC reported 31 stock positions worth $194.2 million. Its top holding was Apple (AAPL) at 4.7% of the portfolio, followed by AT&T (T, 4.7%) and Abbvie (ABBV, 4.6%). Compared with Q4 2024, it opened 1 new position, sold out of 2, added to 21 and reduced 5. The biggest buy was a new position in Broadcom (AVGO) and the biggest sale Apple (AAPL, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- OKLAHOMA CITY, OK
- CIK
- 0001963452
- Portfolio Value
- $194.2M (Q1 2025)
- SEC Filing
- 0001085146-25-002609 ↗ filed May 6, 2025
Holdings Value
Holdings 31 stocks · $194.2M
| AAPL Apple Inc. | 4.67% | 40,777 | $9.1M | Reduce -5.9% |
| T AT&T Inc. | 4.66% | 320,121 | $9.1M | Reduce -10.9% |
| ABBV Abbvie Inc. | 4.62% | 42,823 | $9.0M | Add +4.4% |
| NVDA Nvidia Corp. | 4.48% | 80,185 | $8.7M | No change |
| WELL Welltower Inc. | 4.44% | 56,250 | $8.6M | Reduce -13.7% |
| ED Consolidated Edison Inc. | 4.39% | 77,098 | $8.5M | Add +6.2% |
| PG The Procter & Gamble Co. | 4.32% | 49,208 | $8.4M | Add +3.0% |
| MSFT Microsoft Corp. | 4.31% | 22,294 | $8.4M | Add +4.9% |
| KO The Coca-Cola Co. | 4.31% | 116,758 | $8.4M | Add +3.2% |
| VZ Verizon Communications Inc. | 4.30% | 183,890 | $8.3M | Add +8.2% |
| MO Altria Group Inc. | 4.27% | 137,993 | $8.3M | Reduce -5.6% |
| SO The Southern Co. | 4.21% | 88,894 | $8.2M | Add +0.7% |
| JNJ Johnson & Johnson | 4.14% | 48,524 | $8.0M | Add +6.3% |
| XOM Exxon Mobil Corp. | 4.12% | 67,259 | $8.0M | Add +9.8% |
| MCD McDonald's Corp. | 4.11% | 25,537 | $8.0M | Add +2.7% |
| UL Unilever PLC | 3.99% | 129,967 | $7.7M | Add +0.8% |
| CVX Chevron Corp. | 3.98% | 46,190 | $7.7M | Add +3.2% |
| O Realty Income Corp. | 3.90% | 130,469 | $7.6M | Add +5.5% |
| PEP Pepsico Inc. | 3.80% | 49,176 | $7.4M | Add +17.3% |
| MMM 3M Co. | 3.59% | 47,488 | $7.0M | Reduce -23.5% |
| ITW Illinois Tool Works | 3.54% | 27,720 | $6.9M | Add +3.5% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 3.07% | 64,792 | $6.0M | Add +4.7% |
| AVGO Broadcom Inc. | 2.60% | 30,208 | $5.1M | New |
| GOOG Alphabet Inc. Class C | 2.08% | 25,804 | $4.0M | Add +0.1% |
| AMZN Amazon.com Inc. | 1.26% | 12,884 | $2.5M | No change |
| MELI MercadoLibre Inc. | 0.90% | 898 | $1.8M | No change |
| COIN Coinbase Global Inc. Class A | 0.73% | 8,268 | $1.4M | Add +5.1% |
| HD Home Depot Inc. | 0.49% | 2,622 | $961K | Add +0.6% |
| PANW Palo Alto Networks Inc. | 0.47% | 5,338 | $911K | No change |
| GOOGL Alphabet Inc. Class A | 0.13% | 1,668 | $258K | Add +0.1% |
| TSLA Tesla Inc. | 0.13% | 971 | $252K | Add +36.8% |
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -5.9% | 4.67% | −1.34 |
| MMM 3M Co. | Reduce -23.5% | 3.59% | −0.84 |
| GBTC Grayscale Bitcoin Trust ETF | Sold out | 0.00% | −0.17 |
| ETHE Grayscale Ethereum Staking E | Sold out | 0.00% | −0.12 |
| WELL Welltower Inc. | Reduce -13.7% | 4.44% | −0.10 |
| MO Altria Group Inc. | Reduce -5.6% | 4.27% | +0.04 |
| T AT&T Inc. | Reduce -10.9% | 4.66% | +0.14 |
Portfolio Buys Q4 2024 → Q1 2025
| AVGO Broadcom Inc. | New | 2.60% | +2.60 |
| ED Consolidated Edison Inc. | Add +6.2% | 4.39% | +0.81 |
| ABBV Abbvie Inc. | Add +4.4% | 4.62% | +0.59 |
| VZ Verizon Communications Inc. | Add +8.2% | 4.30% | +0.54 |
| JNJ Johnson & Johnson | Add +6.3% | 4.14% | +0.49 |
| XOM Exxon Mobil Corp. | Add +9.8% | 4.12% | +0.48 |
| KO The Coca-Cola Co. | Add +3.2% | 4.31% | +0.41 |
| CVX Chevron Corp. | Add +3.2% | 3.98% | +0.39 |
| PEP Pepsico Inc. | Add +17.3% | 3.80% | +0.27 |
| O Realty Income Corp. | Add +5.5% | 3.90% | +0.25 |
| SO The Southern Co. | Add +0.7% | 4.21% | +0.19 |
| MCD McDonald's Corp. | Add +2.7% | 4.11% | +0.12 |
| TSLA Tesla Inc. | Add +36.8% | 0.13% | −0.03 |
| GOOGL Alphabet Inc. Class A | Add +0.1% | 0.13% | −0.04 |
| UL Unilever PLC | Add +0.8% | 3.99% | −0.06 |
| HD Home Depot Inc. | Add +0.6% | 0.49% | −0.07 |
| PG The Procter & Gamble Co. | Add +3.0% | 4.32% | −0.11 |
| ITW Illinois Tool Works | Add +3.5% | 3.54% | −0.22 |
| COIN Coinbase Global Inc. Class A | Add +5.1% | 0.73% | −0.35 |
| GOOG Alphabet Inc. Class C | Add +0.1% | 2.08% | −0.64 |
| MSFT Microsoft Corp. | Add +4.9% | 4.31% | −0.64 |
| TROW T Rowe Price Group Inc. | Add +4.7% | 3.07% | −0.80 |
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 |