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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Windle Wealth, LLC

Quarter ended Q1 2024 · Filed April 30, 2024 · Accession 0001085146-24-002109

Total Value
$157.0M
Positions
29
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (29)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT19,968$8.4M5.35%
2PROCTER AND GAMBLE CO74271810945,710$7.4M4.72%
3NVIDIA CORPORATIONNVDA8,017$7.2M4.61%
4ABBVIE INCABBV38,982$7.1M4.52%
5EXXON MOBIL CORPXOM59,999$7.0M4.44%
6PRICE T ROWE GROUP INCTROW55,333$6.7M4.30%
7VERIZON COMMUNICATIONS INCVZ159,970$6.7M4.28%
8WELLTOWER INCWELL71,676$6.7M4.27%
9ILLINOIS TOOL WKS INC45230810924,744$6.6M4.23%
10AT&T INCT-PC367,685$6.5M4.12%
11SOUTHERN COSOMN90,191$6.5M4.12%
123M COMMM60,847$6.5M4.11%
13ALTRIA GROUP INCMO147,429$6.4M4.10%
14APPLE INCAAPL37,089$6.4M4.05%
15COCA COLA COKO103,413$6.3M4.03%
16CHEVRON CORP NEWCVX40,043$6.3M4.02%
17PEPSICO INCPEP35,704$6.2M3.98%
18CONSOLIDATED EDISON INCED68,213$6.2M3.95%
19MCDONALDS CORPMCD21,656$6.1M3.89%
20UNILEVER PLCUNLYF121,501$6.1M3.88%
21JOHNSON & JOHNSONJNJ38,534$6.1M3.88%
22REALTY INCOME CORPO109,083$5.9M3.76%
23ALPHABET INCGOOG23,690$3.6M2.30%
24AMAZON COM INCAMZN12,428$2.2M1.43%
25COINBASE GLOBAL INCCOIN5,966$1.6M1.01%
26MERCADOLIBRE INCMELI898$1.4M0.86%
27GRAYSCALE BITCOIN TR BTCGBTC17,059$1.1M0.69%
28HOME DEPOT INCHD2,559$981,8130.63%
29PALO ALTO NETWORKS INCPANW2,669$758,3430.48%