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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

Windsor Capital Management, LLC

Quarter ended Q1 2025 · Filed May 2, 2025 · Accession 0001172661-25-001560

Total Value
$325.8M
Positions
118
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (118)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46428720055,675$31.3M9.60%
2SPDR SER TR78464A508340,861$17.4M5.34%
3SPDR SER TR78464A854259,460$17.1M5.24%
4ISHARES TR46435G516172,153$14.1M4.32%
5ISHARES TR464287507231,210$13.5M4.14%
6ISHARES TR46435UAA9499,581$12.1M3.71%
7ISHARES TR46435U515470,591$11.9M3.65%
8SPDR SER TR78468R853265,887$10.8M3.33%
9ISHARES TR46435GAA0407,958$9.9M3.03%
10SPDR SER TR78464A847175,581$9.0M2.76%
11ISHARES TR46429B655168,099$8.6M2.63%
12INVESCO EXCH TRADED FD TR IIIVZ334,107$8.1M2.49%
13ISHARES TR46434VBD1301,992$7.6M2.33%
14VANGUARD TAX-MANAGED FDS921943858147,712$7.5M2.30%
15SPDR SER TR78464A35996,638$7.4M2.27%
16ISHARES TR46436E205314,935$7.3M2.24%
17J P MORGAN EXCHANGE TRADED F46641Q852148,258$7.1M2.18%
18APPLE INCAAPL29,398$6.5M2.00%
19SPDR INDEX SHS FDS78463X509154,946$6.1M1.87%
20J P MORGAN EXCHANGE TRADED F46641Q878118,562$5.5M1.68%
21J P MORGAN EXCHANGE TRADED F46641Q837107,739$5.5M1.67%
22SSGA ACTIVE ETF TR78467V608123,934$5.1M1.56%
23SPDR S&P 500 ETF TRSPY8,736$4.9M1.50%
24SPDR SER TR78468R62250,169$4.8M1.47%
25SELECT SECTOR SPDR TR81369Y80321,625$4.5M1.37%
26J P MORGAN EXCHANGE TRADED F46641Q33267,104$3.8M1.18%
27ISHARES TR46428780435,743$3.7M1.15%
28ISHARES TR46428852158,386$3.4M1.03%
29WALMART INCWMT32,984$2.9M0.89%
30JPMORGAN CHASE & CO.VYLD10,485$2.6M0.79%
31SELECT SECTOR SPDR TR81369Y20915,944$2.3M0.71%
32SELECT SECTOR SPDR TR81369Y40711,377$2.2M0.69%
33AXON ENTERPRISE INCAXON4,000$2.1M0.65%
34SELECT SECTOR SPDR TR81369Y60541,025$2.0M0.63%
35SPDR DOW JONES INDL AVERAGE78467X1094,754$2.0M0.61%
36MCDONALDS CORPMCD5,966$1.9M0.57%
37ISHARES TR46428746522,137$1.8M0.56%
38MICROSOFT CORPMSFT4,689$1.8M0.54%
39PROCTER AND GAMBLE CO7427181099,480$1.6M0.50%
40MERCK & CO INCMRK16,666$1.5M0.46%
41SELECT SECTOR SPDR TR81369Y70410,798$1.4M0.43%
42BROADCOM INCAVGO8,447$1.4M0.43%
43VANGUARD INTL EQUITY INDEX F92204285830,801$1.4M0.43%
44COCA COLA COKO17,981$1.3M0.40%
45VISA INCV3,606$1.3M0.39%
46VANGUARD INDEX FDS92290855312,796$1.2M0.36%
47JOHNSON & JOHNSONJNJ6,964$1.2M0.35%
48TAIWAN SEMICONDUCTOR MFG LTD8740391006,955$1.2M0.35%
49EXXON MOBIL CORPXOM9,170$1.1M0.33%
50CHEVRON CORP NEWCVX6,421$1.1M0.33%
51SELECT SECTOR SPDR TR81369Y30812,990$1.1M0.33%
52ISHARES TR46435U85327,898$1.0M0.32%
53ISHARES TR46435G10211,254$940,9590.29%
54ISHARES TR4642871507,439$907,5750.28%
55HOME DEPOT INCHD2,456$900,2490.28%
56GOLDMAN SACHS GROUP INCGSCE1,580$863,0060.26%
57PNC FINL SVCS GROUP INC6934751054,680$822,6650.25%
58SELECT SECTOR SPDR TR81369Y5068,763$818,8610.25%
59EBAY INC.EBAY11,809$799,8240.25%
60BERKSHIRE HATHAWAY INC DELBRK-A1$798,4420.25%
61VANGUARD INDEX FDS9229087362,047$759,0900.23%
62CATERPILLAR INCCAT2,298$757,8000.23%
63PEPSICO INCPEP5,015$751,8870.23%
64AMAZON COM INCAMZN3,879$738,0260.23%
65COSTCO WHSL CORP NEW22160K105762$720,6840.22%
66ISHARES TR4642876553,583$714,8630.22%
673M COMMM4,748$697,3430.21%
68PROLOGIS INC.PLDGP6,036$674,7660.21%
69SALESFORCE INCCRM2,513$674,2660.21%
70SPDR GOLD TRGLD2,312$666,1800.20%
71EMERSON ELEC COEMR5,975$655,0990.20%
72BERKSHIRE HATHAWAY INC DELBRK-A1,201$639,6290.20%
73MEDTRONIC PLCMDT6,911$621,0650.19%
74META PLATFORMS INCMETA1,077$620,5570.19%
75VANGUARD INDEX FDS9229087443,493$603,4560.19%
76SELECT SECTOR SPDR TR81369Y8867,605$599,6380.18%
77CISCO SYS INCCSCO9,225$569,2880.17%
78COMCAST CORP NEWCCZ15,270$563,4770.17%
79INTERNATIONAL BUSINESS MACHSINTR2,247$558,6950.17%
80ABBVIE INCABBV2,619$548,7720.17%
81NXP SEMICONDUCTORS N VNXPI2,874$546,2320.17%
82HONEYWELL INTL INC4385161062,559$541,7980.17%
83ISHARES TR4642874996,170$524,8560.16%
84QUALCOMM INCQCOM3,227$495,6990.15%
85ORACLE CORPORCL-PD3,461$483,8940.15%
86SELECT SECTOR SPDR TR81369Y1005,619$483,1290.15%
87ISHARES TR4642872916,300$477,1620.15%
88AT&T INCT-PC16,387$463,4240.14%
89VANGUARD SCOTTSDALE FDS92206C4095,488$433,2490.13%
90INVESCO QQQ TRIVZ915$429,1750.13%
91AMGEN INCAMGN1,374$428,0700.13%
92AMERICAN EXPRESS COAXP1,529$411,2650.13%
93COLGATE PALMOLIVE COCL4,143$388,2260.12%
94SPDR SER TR78464A47412,112$364,5620.11%
95TRAVELERS COMPANIES INCTRV1,351$357,3140.11%
96ISHARES U S ETF TR46431W5076,924$352,2360.11%
97ISHARES TR4642872347,319$319,8430.10%
98TESLA INCTSLA1,172$303,7360.09%
99ABBOTT LABSABLZF2,261$299,9740.09%
100ISHARES TR46436E52812,169$282,5640.09%
101VANGUARD SPECIALIZED FUNDS9219088441,442$279,6980.09%
102ISHARES TR46436E47812,490$278,8390.09%
103UNION PAC CORPUNP1,136$268,3690.08%
104ISHARES TR4642871762,325$258,2740.08%
105ADVENT CONV & INCOME FD00764C10921,825$251,6420.08%
106VANGUARD INDEX FDS922908363474$243,5930.07%
107XCEL ENERGY INCXELLL3,397$240,4740.07%
108NIKE INCNKE3,723$236,3540.07%
109VANGUARD BD INDEX FDS9219378272,986$233,7050.07%
110SPDR S&P MIDCAP 400 ETF TRMDY434$231,3550.07%
111FASTENAL COFAST2,843$220,4750.07%
112ISHARES TR4642874811,857$218,2150.07%
113ISHARES TR4642875643,465$213,2260.07%
114RTX CORPORATIONRTX1,590$210,5730.06%
115ISHARES TR464287622673$206,3340.06%
116CVS HEALTH CORPCVS3,035$205,6210.06%
117GABELLI CONV & INC SECS FD I36240B10933,902$126,6230.04%
118ACHIEVE LIFE SCIENCES INCACHV10,817$28,8810.01%