Fund HoldingsWindle Wealth, LLC

Total Portfolio Value
$223.23M
Total Bought
$15.34M
Total Sold
$12.31M
Net Transaction
+$3.03M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
UNILEVER PLC(UL)0121,262+121,26207,9313.55%+7,931
ALPHABET INC(GOOG)25,85625,874+186,2978,1193.64%+1,822
EXXON MOBIL CORP72,83574,270+1,4358,2128,9384.00%+726
COCA COLA CO(KO)119,988122,504+2,5167,9588,5643.84%+607
JOHNSON & JOHNSON(JNJ)47,59445,498-2,0968,8259,4164.22%+591
APPLE INC(AAPL)43,28041,963-1,31711,02011,4085.11%+388
3M CO(MMM)51,49552,158+6637,9918,3503.74%+359
MAGNUM ICE CREAM CO NV(MICC)014,296+14,29602270.10%+227
PEPSICO INC(PEP)52,12352,310+1877,3207,5083.36%+187
CHEVRON CORP NEW(CVX)52,15354,358+2,2058,0998,2853.71%+186
CONSOLIDATED EDISON INC(ED)79,71482,461+2,7478,0138,1903.67%+177
MCDONALDS CORP(MCD)26,29526,644+3497,9918,1433.65%+153
AMAZON COM INC(AMZN)12,88412,889+52,8292,9751.33%+146
PROCTER AND GAMBLE CO(PG)54,67759,488+4,8118,4018,5253.82%+124
ALPHABET INC(GOOG)1,6711,672+14065230.23%+117
VERIZON COMMUNICATIONS INC(VZ)179,521196,458+16,9377,8908,0023.58%+112
TAIWAN SEMICONDUCTOR MFG LTD(TSM)90090002512740.12%+22
TESLA INC(TSLA)1,7221,735+137667800.35%+14
NVIDIA CORPORATION(NVDA)82,19782,208+1115,33615,3326.87%-5
UNITEDHEALTH GROUP INC(UNH)709713+42452350.11%-9
PRICE T ROWE GROUP INC(TROW)69,55069,513-377,1397,1173.19%-22
WELLTOWER INC(WELL)56,04053,381-2,6599,9839,9084.44%-75
PALO ALTO NETWORKS INC(PANW)5,3385,33801,0879830.44%-104
ILLINOIS TOOL WKS INC(ITW)29,71231,012+1,3007,7487,6383.42%-110
HOME DEPOT INC(HD)2,6542,671+171,0759190.41%-156
BROADCOM INC(AVGO)29,77727,849-1,9289,8249,6384.32%-185
MERCADOLIBRE INC(MELI)89889802,0991,8090.81%-290
REALTY INCOME CORP(O)126,176128,272+2,0967,6707,2313.24%-440
ABBVIE INC(ABBV)43,07441,325-1,7499,9739,4424.23%-531
AT&T INC(T)307,394323,308+15,9148,6818,0313.60%-650
SOUTHERN CO(SO)91,25890,918-3408,6497,9283.55%-721
MICROSOFT CORP(MSFT)22,45122,324-12711,62910,7974.84%-832
COINBASE GLOBAL INC(COIN)9,5709,569-13,2302,1640.97%-1,066
ALTRIA GROUP INC(MO)135,946136,968+1,0228,9817,8983.54%-1,083
UNILEVER PLC(UL)133,1880-133,1887,8950-7,895
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