Willingdon Wealth Management LLC

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Assets, Funds, Holdings

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Willingdon Wealth Management LLC
CRD #129613
SEC #801-63624
CIK #
AUM $643.4 MM (99% Disc, 100% US)
Employees18 (83% Investors, 0% Brokers)
Phone704-659-7810
Address13801 Reese Boulevard
Huntersville, NC 28078
Links IAPDexternal Websiteexternal LinkedInexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
PFF 13.5
SPY 11.9
JNJ 369,000.0 6.9
IVV 6.9
T 220,140.0 6.5
CSCO 228,550.0 6.3
XLF 6.3
PFE 230,400.0 6.1
AAPL 843,560.0 5.9
XOM 337,850.0 5.9
View All
Holdings by Sector ($BB)
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