Windsor Capital Management, LLC

13F filer, CIK 1543100, Phoenix, AZ

Windsor Capital Management, LLC reported $337,064,113 across 119 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-28. Its ten largest share positions make up 45.96% of the portfolio.

Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001172661-25-000383

Period: 2024-12-31
Reported value: $337M
Holdings: 119
Top 10 weight: 45.96%
New: 2
Sold out: 2

Largest buys vs the previous quarter

Security	Shares change	Approx. value
JEPInew	+7,563	$435K
GOOGLnew	+1,239	$235K
IBDUadded	+8,338	$190K
ESGDadded	+2,447	$186K
USHYadded	+4,098	$151K

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

Security	Shares change	Approx. value
JPSTreduced	-13,288	-$669K
SPYreduced	-1,103	-$646K
SPYVreduced	-12,238	-$626K
SPYMreduced	-8,479	-$585K
ISHARESexited	-21,968	-$554K

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, Q4 2024

Share positions as resolved from 13F-HR 0001172661-25-000383, largest first. % of portfolio is the value over $337,064,113, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
IVVISHARES TR	57,423	$33.8M	10.03%	-221	Timeline
SPYVSPDR SERIES TRUST	412,678	$21.1M	6.26%	-12,238	Timeline
SPYMSPDR SERIES TRUST	274,558	$18.9M	5.62%	-8,479	Timeline
IJHISHARES TR	223,805	$13.9M	4.14%	-1,620	Timeline
ESGDISHARES TR	166,610	$12.7M	3.76%	+2,447	Timeline
IBDSISHARES TR	493,980	$11.8M	3.51%	+3,560	Timeline
SPSMSPDR SERIES TRUST	257,652	$11.6M	3.43%	-1,411	Timeline
IBDTISHARES TR	458,278	$11.4M	3.39%	+2,742	Timeline
SPMDSPDR SERIES TRUST	181,131	$9.91M	2.94%	-4,961	Timeline
IBDRISHARES TR	403,917	$9.72M	2.88%	+4,083	Timeline
FLOTISHARES TR	166,469	$8.47M	2.51%	-2,249	Timeline
VRPINVESCO EXCH TRADED FD TR II	333,901	$8.08M	2.4%	-5,547	Timeline
CWBSPDR SERIES TRUST	99,605	$7.76M	2.3%	-1,312	Timeline
ISHARES TRISHARES TR	304,848	$7.64M	2.27%	-2,322
VEAVANGUARD TAX-MANAGED FDS	151,992	$7.27M	2.16%	-988	Timeline
IBDUISHARES TR	303,895	$6.93M	2.06%	+8,338	Timeline
JPIBJ P MORGAN EXCHANGE TRADED F	145,628	$6.88M	2.04%	-1,342	Timeline
AAPLAPPLE INC	23,961	$6M	1.78%	-955	Timeline
SPEMSPDR INDEX SHS FDS	149,570	$5.74M	1.7%	+295	Timeline
JPSTJ P MORGAN EXCHANGE TRADED F	113,280	$5.71M	1.69%	-13,288	Timeline
BBHYJ P MORGAN EXCHANGE TRADED F	121,506	$5.6M	1.66%	-6,255	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	9,097	$5.33M	1.58%	-1,103	Timeline
SRLNSSGA ACTIVE ETF TR	122,344	$5.11M	1.51%	-295	Timeline
XLKSELECT SECTOR SPDR TR	21,861	$5.08M	1.51%	-317	Timeline
JNKSPDR SERIES TRUST	51,471	$4.91M	1.46%	-917	Timeline
PROSPECT CAP CORPPROSPECT CAP CORP	4,569,000	$4.53M	1.35%	-118,000
IJRISHARES TR	36,706	$4.23M	1.25%	-1,020	Timeline
USRTISHARES TR	57,670	$3.31M	0.98%	-828	Timeline
WMTWALMART INC	33,939	$3.07M	0.91%	-1,105	Timeline
XLYSELECT SECTOR SPDR TR	11,676	$2.62M	0.78%	-100	Timeline
JPMJPMORGAN CHASE & CO	10,583	$2.54M	0.75%	-456	Timeline
AXONAXON ENTERPRISE INC	4,000	$2.38M	0.71%	0	Timeline
AVGOBROADCOM INC	9,534	$2.21M	0.66%	-174	Timeline
XLVSELECT SECTOR SPDR TR	15,960	$2.2M	0.65%	-215	Timeline
DIASTATE STR SPDR DOW JONES IND	5,141	$2.19M	0.65%	-183	Timeline
XLFSELECT SECTOR SPDR TR	42,853	$2.07M	0.61%	-949	Timeline
MSFTMICROSOFT CORP	4,850	$2.04M	0.61%	+159	Timeline
MCDMCDONALDS CORP	6,010	$1.74M	0.52%	-1	Timeline
MRKMERCK & CO INC	16,882	$1.68M	0.5%	-688	Timeline
EFAISHARES TR	21,836	$1.65M	0.49%	-661	Timeline
PGPROCTER & GAMBLE CO	9,590	$1.61M	0.48%	-153	Timeline
XLISELECT SECTOR SPDR TR	10,791	$1.42M	0.42%	-232	Timeline
VWOVANGUARD INTL EQUITY INDEX F	31,781	$1.4M	0.42%	-492	Timeline
TSMTAIWAN SEMICONDUCTOR MANUFAC	7,015	$1.39M	0.41%	-157	Timeline
VVISA INC	3,729	$1.18M	0.35%	+17	Timeline
VNQVANGUARD INDEX FDS	13,115	$1.17M	0.35%	-65	Timeline
KOCOCA COLA CO	18,034	$1.12M	0.33%	-866	Timeline
JNJJOHNSON & JOHNSON	7,254	$1.05M	0.31%	+12	Timeline
XOMEXXON MOBIL CORP	9,751	$1.05M	0.31%	-447	Timeline
XLPSELECT SECTOR SPDR TR	12,892	$1.01M	0.3%	+1	Timeline
ITOTISHARES TR	7,443	$957K	0.28%	-50	Timeline
ICVTISHARES TR	11,209	$952K	0.28%	-1,010	Timeline
GSGOLDMAN SACHS GROUP INC	1,623	$930K	0.28%	-169	Timeline
COSTCOSTCO WHOLESALE CORPORATION	1,011	$926K	0.27%	0	Timeline
CVXCHEVRON CORPORATION	6,299	$912K	0.27%	-279	Timeline
HDHOME DEPOT INC	2,309	$898K	0.27%	-147	Timeline
PNCPNC FINL SVCS GROUP INC	4,644	$896K	0.27%	-25	Timeline
CATCATERPILLAR INC	2,345	$851K	0.25%	-109	Timeline
VUGVANGUARD INDEX FDS	2,062	$846K	0.25%	0	Timeline
CRMSALESFORCE INC	2,523	$844K	0.25%	-18	Timeline
USHYISHARES TR	22,832	$840K	0.25%	+4,098	Timeline
IWMISHARES TR	3,481	$769K	0.23%	-308	Timeline
XLESELECT SECTOR SPDR TR	8,679	$743K	0.22%	-152	Timeline
EMREMERSON ELEC CO	5,975	$740K	0.22%	-17	Timeline
PEPPEPSICO INC	4,825	$734K	0.22%	+3	Timeline
EBAYEBAY INC.	11,809	$732K	0.22%	0	Timeline
AMZNAMAZON COM INC	3,322	$729K	0.22%	+462	Timeline
BRK-ABERKSHIRE HATHAWAY INC DEL	1	$681K	0.2%	0	Timeline
PLDPROLOGIS INC.	6,023	$637K	0.19%	+12	Timeline
METAMETA PLATFORMS INC	1,076	$630K	0.19%	0	Timeline
CMCSACOMCAST CORP NEW	16,624	$624K	0.19%	+12	Timeline
VTVVANGUARD INDEX FDS	3,623	$613K	0.18%	-18	Timeline
NXPINXP SEMICONDUCTORS N V	2,843	$591K	0.18%	+5	Timeline
HONHONEYWELL INTL INC	2,602	$588K	0.17%	+12	Timeline
XLUSELECT SECTOR SPDR TR	7,756	$587K	0.17%	-39	Timeline
ORCLORACLE CORP	3,458	$576K	0.17%	+2	Timeline
CSCOCISCO SYS INC	9,694	$574K	0.17%	-1,163	Timeline
GLDSPDR GOLD TR	2,312	$560K	0.17%	0	Timeline
MDTMEDTRONIC PLC	6,865	$548K	0.16%	-50	Timeline
IWRISHARES TR	6,188	$547K	0.16%	-1,459	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	1,201	$544K	0.16%	+315	Timeline
IXNISHARES TR	6,300	$534K	0.16%	0	Timeline
QQQINVESCO QQQ TR	1,036	$530K	0.16%	+123	Timeline
IBMINTERNATIONAL BUSINESS MACHS	2,286	$503K	0.15%	-262	Timeline
QCOMQUALCOMM INC	3,227	$496K	0.15%	-5	Timeline
VCSHVANGUARD SCOTTSDALE FDS	6,274	$489K	0.15%	-33	Timeline
AXPAMERICAN EXPRESS CO	1,626	$483K	0.14%	-96	Timeline
TSLATESLA INC	1,152	$465K	0.14%	0	Timeline
ABBVABBVIE INC	2,570	$457K	0.14%	+8	Timeline
XLBSELECT SECTOR SPDR TR	5,422	$456K	0.14%	-33	Timeline
JEPIJ P MORGAN EXCHANGE TRADED F	7,563	$435K	0.13%	new	Timeline
CLCOLGATE PALMOLIVE CO	4,143	$377K	0.11%	0	Timeline
TAT&T INC	16,387	$373K	0.11%	0	Timeline
NEARISHARES U S ETF TR	7,347	$371K	0.11%	-140	Timeline
SPSBSPDR SERIES TRUST	12,111	$362K	0.11%	-1	Timeline
NKENIKE INC	4,573	$346K	0.1%	-831	Timeline
EEMISHARES TR	8,003	$335K	0.1%	-772	Timeline
AMGNAMGEN INC	1,254	$327K	0.1%	+11	Timeline
TRVTRAVELERS COMPANIES INC	1,303	$314K	0.09%	-73	Timeline
IBHFISHARES TR	12,169	$282K	0.08%	+885	Timeline
TIPISHARES TR	2,558	$273K	0.08%	-459	Timeline
IBHGISHARES TR	12,059	$268K	0.08%	+2,626	Timeline
VOOVANGUARD INDEX FDS	492	$265K	0.08%	+40	Timeline
MDYSTATE STR SPDR S&P MIDCAP 40	464	$265K	0.08%	-37	Timeline
UNPUNION PAC CORP	1,136	$259K	0.08%	0	Timeline
VIGVANGUARD SPECIALIZED FUNDS	1,316	$258K	0.08%	-18	Timeline
AVKADVENT CONV & INCOME FD	21,831	$257K	0.08%	-455	Timeline
ABTABBOTT LABORATORIES	2,241	$253K	0.08%	+3	Timeline
IWPISHARES TR	1,857	$235K	0.07%	0	Timeline
GOOGLALPHABET INC	1,239	$235K	0.07%	new	Timeline
BSVVANGUARD BD INDEX FDS	2,985	$231K	0.07%	-65	Timeline
XELXCEL ENERGY INC	3,375	$228K	0.07%	+22	Timeline
IWBISHARES TR	699	$225K	0.07%	+39	Timeline
INTCINTEL CORP	11,213	$225K	0.07%	-1,555	Timeline
ICFISHARES TR	3,551	$214K	0.06%	+4	Timeline
FASTFASTENAL CO	2,843	$204K	0.06%	0	Timeline
VZVERIZON COMMUNICATIONS INC	5,090	$204K	0.06%	-424	Timeline
GCVGABELLI CONV & INC SECS FD I	33,211	$127K	0.04%	-138	Timeline
ACHVACHIEVE LIFE SCIENCE INC	10,817	$38.1K	0.01%	0	Timeline

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
ISHARESISHARES	21,968	$554K	shares
URIUNITED RENTALS INC	255	$206K	shares

How Q4 2024 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).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001172661-25-000383	base		2025-01-28	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC