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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Windle Wealth LLC
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|---|---|
| CRD # | 285653 |
| SEC # | 801-123385 |
| CIK # | 0001963452 |
| AUM | $207.8 M (2025-03-31) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 405-261-5202 |
| Address | 5740 NW 132nd St Oklahoma City, OK 73142 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 13.0 | ||
| Microsoft Corp | 11.2 | ||
| AT&T Inc | 8.9 | ||
| Apple Inc | 8.8 | ||
| Health Care REIT Inc /DE/ | 8.6 | ||
| Broadcom Inc | 8.4 | ||
| Southern Co | 8.3 | ||
| Coca Cola Co | 8.3 | ||
| Altria Group Inc | 8.0 | ||
| Procter & Gamble Co | 7.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 280 | 58.0 |
| (b) Individuals (high net worth individuals) | 63 | 117.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 32.1 |
| (n) Other | 0 | 0.0 |
| Total | 850 | 207.8 |
| By Discretionary | ||
| Discretionary | 850 | 207.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 850 | 207.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 207.8 | |
| Total | 850 | 207.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001963452] |
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