Windsor Wealth Management, Inc. current holdings: USA Stocks
Windsor Wealth Management, Inc. reported $0.00 billion in share positions in stocks (listed in the US), 53 positions, in its Form 13F for the quarter ended 2023-09-30; the largest are LLY, CLH, AAPL.
- LLY: Country of operation United States; Class COM; Shares 53,054; Value $28,497.
- CLH: Country of operation United States; Class COM; Shares 46,215; Value $7,735.
- AAPL: Country of operation United States; Class COM; Shares 31,388; Value $5,374.
- MSFT: Country of operation United States; Class COM; Shares 11,268; Value $3,558.
Form 13F-HR as filed (SEC CIK 1731713): quarter ended 2023-09-30, filed 2023-10-24. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2023-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|---|
| LLY LILLY ELI & CO | United States | COM | 53,054 | $28,497 | 37.98% | 2023-09-30 | 2023-10-24 | +120.55% |
| CLH CLEAN HARBORS INC | United States | COM | 46,215 | $7,735 | 10.31% | 2023-09-30 | 2023-10-24 | +86.23% |
| AAPL APPLE INC | United States | COM | 31,388 | $5,374 | 7.16% | 2023-09-30 | 2023-10-24 | |
| MSFT MICROSOFT CORP | United States | COM | 11,268 | $3,558 | 4.74% | 2023-09-30 | 2023-10-24 | +61.19% |
| ABBV ABBVIE INC | United States | COM | 15,534 | $2,315 | 3.09% | 2023-09-30 | 2023-10-24 | +76.63% |
| BRKB BERKSHIRE HATHAWAY INC DEL | CL B NEW | 5,478 | $1,919 | 2.56% | 2023-09-30 | 2023-10-24 | ||
| ABT ABBOTT LABS | United States | COM | 16,310 | $1,580 | 2.11% | 2023-09-30 | 2023-10-24 | +4.23% |
| JPM JPMORGAN CHASE & CO | United States | COM | 9,060 | $1,314 | 1.75% | 2023-09-30 | 2023-10-24 | +130.99% |
| TSLA TESLA INC | United States | COM | 5,113 | $1,279 | 1.70% | 2023-09-30 | 2023-10-24 | +41.01% |
| XOMXXXX EXXON MOBIL CORP | COM | 9,539 | $1,122 | 1.50% | 2023-09-30 | 2023-10-24 | ||
| CAT CATERPILLAR INC | United States | COM | 4,087 | $1,116 | 1.49% | 2023-09-30 | 2023-10-24 | +202.80% |
| PEP PEPSICO INC | United States | COM | 6,575 | $1,114 | 1.48% | 2023-09-30 | 2023-10-24 | -24.05% |
| GE GENERAL ELECTRIC CO | United States | COM NEW | 7,799 | $862 | 1.15% | 2023-09-30 | 2023-10-24 | +260.30% |
| AMZN AMAZON COM INC | United States | COM | 6,653 | $846 | 1.13% | 2023-09-30 | 2023-10-24 | +94.04% |
| QCOM QUALCOMM INC | United States | COM | 6,813 | $757 | 1.01% | 2023-09-30 | 2023-10-24 | +65.77% |
| GOOGL ALPHABET INC | United States | CAP STK CL A | 5,699 | $746 | 0.99% | 2023-09-30 | 2023-10-24 | +160.52% |
| UNP UNION PAC CORP | United States | COM | 3,627 | $739 | 0.99% | 2023-09-30 | 2023-10-24 | +34.63% |
| COST COSTCO WHSL CORP NEW | United States | COM | 1,277 | $721 | 0.96% | 2023-09-30 | 2023-10-24 | +63.66% |
| PG PROCTER AND GAMBLE CO | United States | COM | 4,783 | $698 | 0.93% | 2023-09-30 | 2023-10-24 | +1.69% |
| JNJ JOHNSON & JOHNSON | United States | COM | 4,457 | $694 | 0.93% | 2023-09-30 | 2023-10-24 | +71.79% |
| GLD SPDR GOLD TR | United States | GOLD SHS | 3,965 | $680 | 0.91% | 2023-09-30 | 2023-10-24 | +123.32% |
| ELV ELEVANCE HEALTH INC | United States | COM | 1,477 | $643 | 0.86% | 2023-09-30 | 2023-10-24 | -9.80% |
| NVDA NVIDIA CORPORATION | United States | COM | 1,409 | $613 | 0.82% | 2023-09-30 | 2023-10-24 | +422.32% |
| UNH UNITEDHEALTH GROUP INC | United States | COM | 1,153 | $581 | 0.77% | 2023-09-30 | 2023-10-24 | -25.64% |
| ISRG INTUITIVE SURGICAL INC | United States | COM NEW | 1,685 | $493 | 0.66% | 2023-09-30 | 2023-10-24 | +41.02% |
| T AT&T INC | United States | COM | 31,733 | $477 | 0.64% | 2023-09-30 | 2023-10-24 | +62.98% |
| HD HOME DEPOT INC | United States | COM | 1,454 | $439 | 0.59% | 2023-09-30 | 2023-10-24 | -4.67% |
| VZ VERIZON COMMUNICATIONS INC | United States | COM | 12,910 | $418 | 0.56% | 2023-09-30 | 2023-10-24 | +41.87% |
| GOOG ALPHABET INC | United States | CAP STK CL C | 3,170 | $418 | 0.56% | 2023-09-30 | 2023-10-24 | +155.84% |
| CMI CUMMINS INC | United States | COM | 1,825 | $417 | 0.56% | 2023-09-30 | 2023-10-24 | +128.21% |
| ACN ACCENTURE PLC IRELAND | SHS CLASS A | 1,309 | $402 | 0.54% | 2023-09-30 | 2023-10-24 | -42.33% | |
| ORCL ORACLE CORP | United States | COM | 3,713 | $393 | 0.52% | 2023-09-30 | 2023-10-24 | +30.09% |
| IBM INTERNATIONAL BUSINESS MACHS | United States | COM | 2,680 | $376 | 0.50% | 2023-09-30 | 2023-10-24 | +56.80% |
| V VISA INC | United States | COM CL A | 1,608 | $370 | 0.49% | 2023-09-30 | 2023-10-24 | +59.07% |
| SWK STANLEY BLACK & DECKER INC | United States | COM | 4,149 | $347 | 0.46% | 2023-09-30 | 2023-10-24 | +6.23% |
| CSCO CISCO SYS INC | United States | COM | 6,299 | $339 | 0.45% | 2023-09-30 | 2023-10-24 | +98.92% |
| SBUX STARBUCKS CORP | United States | COM | 3,708 | $338 | 0.45% | 2023-09-30 | 2023-10-24 | +4.56% |
| NKE NIKE INC | United States | CL B | 3,503 | $335 | 0.45% | 2023-09-30 | 2023-10-24 | -62.52% |
| KO COCA COLA CO | United States | COM | 5,931 | $332 | 0.44% | 2023-09-30 | 2023-10-24 | +55.13% |
| MRK MERCK & CO INC | United States | COM | 3,140 | $323 | 0.43% | 2023-09-30 | 2023-10-24 | +45.00% |
| CVS CVS HEALTH CORP | United States | COM | 4,245 | $296 | 0.39% | 2023-09-30 | 2023-10-24 | +24.75% |
| CVX CHEVRON CORP NEW | United States | COM | 1,715 | $289 | 0.39% | 2023-09-30 | 2023-10-24 | +21.21% |
| YUM YUM BRANDS INC | United States | COM | 2,185 | $273 | 0.36% | 2023-09-30 | 2023-10-24 | +10.24% |
| GLDM WORLD GOLD TR | United States | SPDR GLD MINIS | 7,101 | $260 | 0.35% | 2023-09-30 | 2023-10-24 | +125.42% |
| BMY BRISTOL-MYERS SQUIBB CO | United States | COM | 4,436 | $257 | 0.34% | 2023-09-30 | 2023-10-24 | +8.30% |
| TXN TEXAS INSTRS INC | United States | COM | 1,457 | $232 | 0.31% | 2023-09-30 | 2023-10-24 | +77.15% |
| MDLZ MONDELEZ INTL INC | United States | CL A | 3,330 | $231 | 0.31% | 2023-09-30 | 2023-10-24 | -14.52% |
| MS MORGAN STANLEY | United States | COM NEW | 2,823 | $231 | 0.31% | 2023-09-30 | 2023-10-24 | +136.02% |
| TJX TJX COS INC NEW | United States | COM | 2,575 | $229 | 0.31% | 2023-09-30 | 2023-10-24 | +50.54% |
| DIS DISNEY WALT CO | United States | COM | 2,746 | $223 | 0.30% | 2023-09-30 | 2023-10-24 | +30.06% |
| PFE PFIZER INC | United States | COM | 6,542 | $217 | 0.29% | 2023-09-30 | 2023-10-24 | -13.42% |
| MCD MCDONALDS CORP | United States | COM | 803 | $212 | 0.28% | 2023-09-30 | 2023-10-24 | -11.18% |
| IAUX I-80 GOLD CORP | COM | 22,500 | $34 | 0.05% | 2023-09-30 | 2023-10-24 | — split 2024-11-13, ratio not on file |
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