Windle Wealth, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 13, 2024
Value $
$164M
Signature - Title
Donald Windle - Chief Compliance Officer
Location
5740 Nw 132 Nd Street, Oklahoma City, OK
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 29 $164M +$19.5M -$8.54M +$11M NVDA, AAPL, MSFT, PG, WELL 13F-HR 8/13/2024, 01:38 PM
Q1 2024 29 $157M +$11.2M -$7.13M +$4.07M MSFT, PG, NVDA, ABBV, XOM 13F-HR 4/29/2024, 08:43 PM
Q4 2023 28 $143M +$1.99M -$2.49M -$495K MSFT, AAPL, PG, ITW, WELL 13F-HR 2/8/2024, 05:23 PM
Q3 2023 28 $134M +$5.09M -$3.19M +$1.9M MSFT, PG, XOM, CVX, AAPL 13F-HR 11/8/2023, 04:56 PM
Q2 2023 29 $139M +$1.49M -$844K +$645K MSFT, AAPL, PG, MCD, ITW 13F-HR 8/9/2023, 06:28 PM
Q1 2023 29 $135M +$3.71M -$1.21M +$2.51M MSFT, PG, AAPL, ABBV, XOM 13F-HR 5/9/2023, 04:32 PM
Q4 2022 28 $128M $0 $0 XOM, CVX, PG, ABBV, MSFT 13F-HR 2/7/2023, 08:44 PM