WINDLE WEALTH, LLC

PrivateCIK: 1963452
Location

OKLAHOMA CITY, OK

32
Positions
$236.66M
Total AUM (reported)
2.06M
Total Shares

Allocation by class

TOTAL AUM$236.66M32 positions
COM$218.65M92.4%
CAP STK CL C$7.43M3.1%
SPON ADR NEW$7.17M3.0%
COM CL A$2.12M0.9%
SPONSORED ADS$811.1K0.3%
CAP STK CL A$481.2K0.2%

Portfolio Concentration

Top 315.9%4–1030.2%11–2550.8%Rest3.1%TOP 1046.1%0%100%
Top 3$37.60M15.9%
4–10$71.39M30.2%
11–25$120.31M50.8%
Rest$7.36M3.1%

Top 3 weight

15.9%

Top 10 weight

46.1%

Voting Authority Distribution

Total shares with voting rights: 2.06M

Sole

Full voting authority

2.06M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole32
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings32
Rows:

NVIDIA CORPORATION

SOLE
COM
Shares82.21K
TypeSH
Market value$14.34M
6.06%
Sole
82.21K
Shared
0.00
None
0.00

EXXON MOBIL CORP

SOLE
COM
Shares72.25K
TypeSH
Market value$12.26M
5.18%
Sole
72.25K
Shared
0.00
None
0.00

JOHNSON & JOHNSON

SOLE
COM
Shares45.01K
TypeSH
Market value$11.00M
4.65%
Sole
45.01K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares43.34K
TypeSH
Market value$11.00M
4.65%
Sole
43.34K
Shared
0.00
None
0.00

CHEVRON CORPORATION

SOLE
COM
Shares53.09K
TypeSH
Market value$10.98M
4.64%
Sole
53.09K
Shared
0.00
None
0.00

WELLTOWER INC

SOLE
COM
Shares54.22K
TypeSH
Market value$10.72M
4.53%
Sole
54.22K
Shared
0.00
None
0.00

AT&T INC

SOLE
COM
Shares340.11K
TypeSH
Market value$9.86M
4.17%
Sole
340.11K
Shared
0.00
None
0.00

VERIZON COMMUNICATIONS INC

SOLE
COM
Shares195.39K
TypeSH
Market value$9.81M
4.14%
Sole
195.39K
Shared
0.00
None
0.00

CONSOLIDATED EDISON INC

SOLE
COM
Shares84.64K
TypeSH
Market value$9.58M
4.05%
Sole
84.64K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares25.50K
TypeSH
Market value$9.44M
3.99%
Sole
25.50K
Shared
0.00
None
0.00

COCA COLA CO

SOLE
COM
Shares123.47K
TypeSH
Market value$9.39M
3.97%
Sole
123.47K
Shared
0.00
None
0.00

ALTRIA GROUP INC

SOLE
COM
Shares142.16K
TypeSH
Market value$9.38M
3.96%
Sole
142.16K
Shared
0.00
None
0.00

ABBVIE INC

SOLE
COM
Shares42.79K
TypeSH
Market value$9.31M
3.93%
Sole
42.79K
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares30.03K
TypeSH
Market value$9.30M
3.93%
Sole
30.03K
Shared
0.00
None
0.00

SOUTHERN CO

SOLE
COM
Shares95.32K
TypeSH
Market value$9.20M
3.89%
Sole
95.32K
Shared
0.00
None
0.00

MCDONALDS CORP

SOLE
COM
Shares27.71K
TypeSH
Market value$8.61M
3.64%
Sole
27.71K
Shared
0.00
None
0.00

ILLINOIS TOOL WKS INC

SOLE
COM
Shares31.60K
TypeSH
Market value$8.23M
3.48%
Sole
31.60K
Shared
0.00
None
0.00

PEPSICO INC

SOLE
COM
Shares52.70K
TypeSH
Market value$8.18M
3.46%
Sole
52.70K
Shared
0.00
None
0.00

PROCTER & GAMBLE CO

SOLE
COM
Shares55.61K
TypeSH
Market value$8.03M
3.39%
Sole
55.61K
Shared
0.00
None
0.00

REALTY INCOME CORP

SOLE
COM
Shares130.92K
TypeSH
Market value$8.01M
3.38%
Sole
130.92K
Shared
0.00
None
0.00

3M CO

SOLE
COM
Shares54.62K
TypeSH
Market value$7.93M
3.35%
Sole
54.62K
Shared
0.00
None
0.00

PRICE T ROWE GROUP INC

SOLE
COM
Shares82.69K
TypeSH
Market value$7.45M
3.15%
Sole
82.69K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares25.90K
TypeSH
Market value$7.43M
3.14%
Sole
25.90K
Shared
0.00
None
0.00

UNILEVER PLC

SOLE
SPON ADR NEW
Shares125.92K
TypeSH
Market value$7.17M
3.03%
Sole
125.92K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares12.90K
TypeSH
Market value$2.69M
1.14%
Sole
12.90K
Shared
0.00
None
0.00
Page 1 of 2