Titelia

Holdings of Windle Wealth, LLC

32 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 46.1 % of the equity sleeve

Sector breakdown

  • Technology 19.3 %
  • Consumer staples 17.8 %
  • Communication 11.7 %
  • Health care 8.6 %
  • Utilities 7.9 %
  • Real estate 7.9 %
  • Industrials 6.8 %
  • Consumer discretionary 6.1 %
  • Energy 5.2 %
  • Financials 4.0 %
  • Unattributed 4.6 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.7 %
  • TW 0.3 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US31235.9M $99.66 %
2TW1811.1K $0.34 %

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 82,20814.3M $
2Exxon Mobil Corp 72,24612.3M $
3Johnson & Johnson 45,00711M $
4Apple Inc 43,33911M $
5Chevron Corp 53,08611M $
6Welltower Inc 54,22210.7M $
7AT&T Inc 340,1089.9M $
8Verizon Communications Inc 195,3879.8M $
9Consolidated Edison Inc 84,6399.6M $
10Microsoft Corp 25,5009.4M $
11Coca-Cola Co/The 123,4739.4M $
12Altria Group, Inc. 142,1559.4M $
13AbbVie Inc 42,7889.3M $
14Broadcom Inc 30,0349.3M $
15Southern Co/The 95,3189.2M $
16McDonald's Corp. 27,7128.6M $
17Illinois Tool Works Inc 31,6018.2M $
18PepsiCo Inc 52,6968.2M $
19Procter & Gamble Co/The 55,6108M $
20Realty Income Corp 130,9178M $
213M Co 54,6187.9M $
22T Rowe Price Group Inc 82,6867.5M $
23Alphabet Inc 25,9017.4M $
24Unilever PLC 125,9157.2M $
25Amazon.com Inc 12,9012.7M $
26Coinbase Global Inc 12,1202.1M $
27MercadoLibre Inc 8981.6M $
28Home Depot Inc/The 2,697887K $
29Palo Alto Networks Inc 5,338855.8K $
30Taiwan Semiconductor Manufacturing Co Ltd 2,400811.1K $
31Tesla Inc 1,776660.3K $
32Alphabet Inc 1,673481.2K $