Windsor Capital Management, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 23, 2024
Value $
$345M
Signature - Title
Donald Peppler - Principal / CCO
Location
Phoenix, AZ
Summary
This page shows a list of all the recent 13F filings made by Windsor Capital Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Windsor Capital Management, LLC reported 119 stock holdings with total value $345M as of Q3 2024. Top holdings included IVV, SPYV, SPLG, IJH, and ESGD.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 119 $345M +$15.6M -$10.3M +$5.31M IVV, SPYV, SPLG, IJH, ESGD 13F-HR 10/23/2024, 08:56 AM
Q2 2024 112 $323M +$14.3M -$14.3M -$64.9K IVV, SPYV, SPLG, IJH, ESGD 13F-HR 7/26/2024, 12:48 PM
Q1 2024 111 $322M +$19.9M -$6.67M +$13.2M IVV, SPYV, SPLG, IJH, ESGD 13F-HR 4/15/2024, 12:21 PM
Q4 2023 112 $306M +$21.8M -$27.6M -$5.89M IVV, SPYV, SPLG, IJH, ESGD 13F-HR 1/9/2024, 02:46 PM
Q3 2023 112 $289M +$46.6M -$50.8M -$4.21M IVV, SPYV, SPLG, IBDO, ESGD 13F-HR 10/4/2023, 02:06 PM
Q2 2023 112 $302M +$4.08M -$2.7M +$1.38M IVV, SPYV, SPLG, IBDO, IJH 13F-HR 7/13/2023, 11:56 AM
Q1 2023 112 $291M +$8.32M -$2.74M +$5.58M IVV, SPYV, SPLG, IBDO, IBDP 13F-HR 4/10/2023, 11:08 AM
Q4 2022 112 $275M +$45.2M -$55.7M -$10.5M IVV, SPYV, SPLG, IBDP, IBDQ 13F-HR 1/13/2023, 09:37 AM
Q3 2022 110 $267M +$5.83M -$6.11M -$275K IVV, SPLG, SPYV, IBDP, IBDQ 13F-HR 11/3/2022, 10:44 AM
Q2 2022 116 $281M +$49.4M -$53.4M -$4.04M IVV, SPLG, SPYV, IBDP, IBDQ 13F-HR 7/14/2022, 01:08 PM
Q1 2022 118 $321M +$9.85M -$5.82M +$4.03M SPLG, IVV, SPYV, SPSB, SPMD 13F-HR 5/3/2022, 08:55 PM
Q4 2021 118 $332M +$8.32M -$3.28M +$5.04M SPLG, IVV, SPYV, SPMD, SPSB 13F-HR 2/7/2022, 12:48 PM
Q3 2021 116 $312M +$24.1M -$11.7M +$12.4M SPLG, IVV, SPYV, SPSB, SPMD 13F-HR 11/12/2021, 02:01 PM
Q2 2021 117 $303M +$8.26M -$6.07M +$2.19M SPLG, IVV, SPYV, SPMD, SPSB 13F-HR 8/12/2021, 12:39 PM
Q1 2021 118 $289M +$17.5M -$9.14M +$8.33M SPLG, IVV, SPYV, SPMD, SPSB 13F-HR 5/14/2021, 02:06 PM
Q4 2020 119 $268M +$11.3M -$7.24M +$4.03M IVV, SPLG, SPYV, JNK, SPMD 13F-HR 2/8/2021, 12:00 PM
Q3 2020 110 $239M +$13.5M -$15.1M -$1.61M IVV, SPLG, JNK, SPSB, IJH 13F-HR 10/9/2020, 02:54 PM
Q2 2020 110 $232M +$14.3M -$7.38M +$6.92M IVV, SPLG, CWB, JNK, SPSB 13F-HR 7/16/2020, 12:38 PM
Q1 2020 115 $198M +$7.31M -$5.59M +$1.72M IVV, CWB, JNK, SPLG, SPSB 13F-HR 4/22/2020, 04:27 PM
Q4 2019 118 $238M +$12.9M -$9.42M +$3.49M IVV, CWB, JNK, SPLG, IJH 13F-HR 2/11/2020, 07:07 PM
Q3 2019 120 $224M +$15.6M -$9.79M +$5.84M IVV, JNK, CWB, IJH, SPLG 13F-HR 11/8/2019, 12:58 PM
Q2 2019 118 $218M +$23.3M -$22M +$1.34M IVV, JNK, CWB, IJH, VEA 13F-HR 8/2/2019, 12:05 PM
Q1 2019 116 $212M +$6.65M -$6.72M -$65.8K IVV, JNK, CWB, IJH, VEA 13F-HR 5/2/2019, 02:28 PM
Q4 2018 114 $193M +$6.83M -$12.4M -$5.56M IVV, JNK, CWB, VEA, IJH 13F-HR 2/5/2019, 03:45 PM
Q3 2018 117 $222M +$10.8M -$7.57M +$3.24M IVV, JNK, CWB, VEA, IJH 13F-HR 11/9/2018, 03:56 PM
Q2 2018 116 $215M +$13.4M -$12.8M +$604K IVV, JNK, CWB, VEA, IJH 13F-HR 8/2/2018, 01:39 PM
Q1 2018 115 $212M +$24.1M -$21.9M +$2.17M IVV, JNK, VEA, CWB, IJH 13F-HR 5/1/2018, 10:35 AM
Q4 2017 114 $215M +$21M -$12.5M +$8.53M IVV, JNK, VEA, IJH, CWB 13F-HR 1/24/2018, 01:10 PM
Q3 2017 106 $197M $0 -$1.13M -$1.13M IVV, JNK, VEA, IJH, CWB 13F-HR 10/17/2017, 08:58 AM
Q2 2017 108 $199M +$5.88M -$2.93M +$2.95M IVV, JNK, VEA, IJH, CWB 13F-HR 8/7/2017, 09:00 PM
Q1 2017 110 $193M +$11M -$6.82M +$4.14M JNK, IVV, VEA, IJH, CWB 13F-HR 5/9/2017, 10:50 AM
Q4 2016 110 $185M +$8.22M -$5.85M +$2.37M JNK, IVV, IGSB, IJH, PFF 13F-HR 2/10/2017, 03:22 PM
Q3 2016 116 $183M +$17.9M -$8.9M +$9.02M JNK, IVV, PFF, IGSB, CWB 13F-HR 11/9/2016, 07:55 AM
Q2 2016 106 $171M +$12.6M -$7.42M +$5.2M JNK, IGSB, PFF, IJH, IVV 13F-HR 8/9/2016, 08:18 AM
Q1 2016 109 $161M +$14.8M -$16.7M -$1.86M JNK, IGSB, PFF, SPY, IJH 13F-HR 5/11/2016, 04:44 PM
Q4 2015 111 $161M +$2.4M -$13.6M -$11.2M JNK, IGSB, SPY, AMLP, PFF 13F-HR 2/1/2016, 12:09 PM
Q3 2015 566 $170M +$17.7M -$6.58M +$11.1M JNK, IGSB, AMLP, SPY, CWB 13F-HR 10/15/2015, 02:08 PM
Q2 2015 107 $172M +$8.62M -$5.29M +$3.33M JNK, IGSB, AMLP, SPY, CWB 13F-HR 7/13/2015, 06:21 PM
Q1 2015 103 $173M +$15M -$19.7M -$4.7M JNK, IGSB, AMLP, SPY, SABA 13F-HR 4/9/2015, 04:26 PM
Q4 2014 99 $178M +$9.08M -$4.88M +$4.2M AMLP, JNK, IGSB, SPY, SABA 13F-HR 1/8/2015, 12:59 PM
Q3 2014 88 $176M +$7.72M -$5.57M +$2.14M AMLP, JNK, IGSB, SABA, AVK 13F-HR 10/17/2014, 04:46 PM
Q2 2014 92 $178M +$6.89M -$1.85M +$5.04M AMLP, JNK, SABA, IGSB, AVK 13F-HR 7/8/2014, 01:10 PM
Q1 2014 86 $168M +$11.8M -$16.5M -$4.74M AMLP, JNK, SABA, IGSB, AVK Restatement 4/30/2014, 05:30 PM
Q4 2013 392 $170M $0 $0 AMLP, JNK, IGSB, AVK, SABA 13F-HR 1/10/2014, 09:21 AM