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Windle Wealth, LLC

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13F filer, CIK 1963452, OKLAHOMA CITY, OK

Windle Wealth, LLC reported $204,550,548 across 33 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-23. Its ten largest share positions make up 44.65% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001085146-25-004094

Period
2025-06-30
Reported value
$205M
Holdings
33
Top 10 weight
44.65%
New
2
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TROWadded+8,832$852K
CVXadded+4,452$637K
AAPLadded+2,239$459K
COINadded+1,300$456K
XOMadded+4,052$437K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
Treduced-13,122-$380K
VZreduced-6,303-$273K
Oreduced-2,501-$144K
MOreduced-2,035-$119K
JNJreduced-702-$107K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001085146-25-004094, largest first. % of portfolio is the value over $204,550,548, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,172 shares; 2024Q4: 80,185 shares; 2025Q1: 80,185 shares; 2025Q2: 82,192 shares 82,192$13M6.35%+2,007Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,348 shares; 2024Q4: 21,256 shares; 2025Q1: 22,294 shares; 2025Q2: 22,479 shares 22,479$11.2M5.47%+185Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 377,382 shares; 2024Q4: 359,150 shares; 2025Q1: 320,121 shares; 2025Q2: 306,999 shares 306,999$8.88M4.34%-13,122Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,436 shares; 2024Q4: 43,335 shares; 2025Q1: 40,777 shares; 2025Q2: 43,016 shares 43,016$8.83M4.31%+2,239Timeline
WELLWELLTOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,171 shares; 2024Q4: 65,148 shares; 2025Q1: 56,250 shares; 2025Q2: 56,041 shares 56,041$8.62M4.21%-209Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,208 shares; 2025Q2: 30,575 shares 30,575$8.43M4.12%+367Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,659 shares; 2024Q4: 88,301 shares; 2025Q1: 88,894 shares; 2025Q2: 89,931 shares 89,931$8.26M4.04%+1,037Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,792 shares; 2024Q4: 113,138 shares; 2025Q1: 116,758 shares; 2025Q2: 116,664 shares 116,664$8.25M4.04%-94Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,180 shares; 2024Q4: 146,239 shares; 2025Q1: 137,993 shares; 2025Q2: 135,958 shares 135,958$7.97M3.9%-2,035Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,202 shares; 2024Q4: 47,785 shares; 2025Q1: 49,208 shares; 2025Q2: 49,826 shares 49,826$7.94M3.88%+618Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,168 shares; 2024Q4: 41,022 shares; 2025Q1: 42,823 shares; 2025Q2: 42,688 shares 42,688$7.92M3.87%-135Timeline
UNILEVER PLCUNILEVER PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,090 shares; 2024Q4: 128,871 shares; 2025Q1: 129,967 shares; 2025Q2: 128,326 shares 128,326$7.85M3.84%-1,641
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,926 shares; 2024Q4: 61,241 shares; 2025Q1: 67,259 shares; 2025Q2: 71,311 shares 71,311$7.69M3.76%+4,052Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,931 shares; 2024Q4: 170,002 shares; 2025Q1: 183,890 shares; 2025Q2: 177,587 shares 177,587$7.68M3.76%-6,303Timeline
EDCONSOLIDATED EDISON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,125 shares; 2024Q4: 72,568 shares; 2025Q1: 77,098 shares; 2025Q2: 76,135 shares 76,135$7.64M3.74%-963Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,384 shares; 2024Q4: 24,868 shares; 2025Q1: 25,537 shares; 2025Q2: 25,775 shares 25,775$7.53M3.68%+238Timeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,869 shares; 2024Q4: 62,080 shares; 2025Q1: 47,488 shares; 2025Q2: 49,211 shares 49,211$7.49M3.66%+1,723Timeline
OREALTY INCOME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,466 shares; 2024Q4: 123,657 shares; 2025Q1: 130,469 shares; 2025Q2: 127,968 shares 127,968$7.37M3.6%-2,501Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,076 shares; 2024Q4: 45,656 shares; 2025Q1: 48,524 shares; 2025Q2: 47,822 shares 47,822$7.3M3.57%-702Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,928 shares; 2024Q4: 44,752 shares; 2025Q1: 46,190 shares; 2025Q2: 50,642 shares 50,642$7.25M3.55%+4,452Timeline
ITWILLINOIS TOOL WKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,093 shares; 2024Q4: 26,786 shares; 2025Q1: 27,720 shares; 2025Q2: 28,793 shares 28,793$7.12M3.48%+1,073Timeline
TROWPRICE T ROWE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,375 shares; 2024Q4: 61,860 shares; 2025Q1: 64,792 shares; 2025Q2: 73,624 shares 73,624$7.1M3.47%+8,832Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,458 shares; 2024Q4: 41,942 shares; 2025Q1: 49,176 shares; 2025Q2: 51,609 shares 51,609$6.81M3.33%+2,433Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,747 shares; 2024Q4: 25,773 shares; 2025Q1: 25,804 shares; 2025Q2: 25,834 shares 25,834$4.58M2.24%+30Timeline
COINCOINBASE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,872 shares; 2024Q4: 7,868 shares; 2025Q1: 8,268 shares; 2025Q2: 9,568 shares 9,568$3.35M1.64%+1,300Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,084 shares; 2024Q4: 12,884 shares; 2025Q1: 12,884 shares; 2025Q2: 12,884 shares 12,884$2.83M1.38%0Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 898 shares; 2024Q4: 898 shares; 2025Q1: 898 shares; 2025Q2: 898 shares 898$2.35M1.15%0Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,669 shares; 2024Q4: 5,338 shares; 2025Q1: 5,338 shares; 2025Q2: 5,338 shares 5,338$1.09M0.53%0Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,592 shares; 2024Q4: 2,606 shares; 2025Q1: 2,622 shares; 2025Q2: 2,640 shares 2,640$968K0.47%+18Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 710 shares; 2025Q1: 971 shares; 2025Q2: 1,722 shares 1,722$547K0.27%+751Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,666 shares; 2025Q1: 1,668 shares; 2025Q2: 1,670 shares 1,670$294K0.14%+2Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 704 shares 704$220K0.11%newTimeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 900 shares 900$204K0.1%newTimeline

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001085146-25-004094 base2025-07-23acceptance time not in the bulk data set