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  Name: Windle Wealth LLC
  City: OKLAHOMA CITY
  State: OK
  Zip: 73142
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $157,008,000
  Total Value Change : $14,408,000
  Securities Held Change : 1
   
All Securities Held : 29
  New Positions : 2
  Closed Positions : 1
  Increased Positions : 19
  Unchanged Positions : 3
  Decreased Positions : 5

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 5     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (MSFT)1 Year Chart         MSFT Microsoft Corp 1 - $429.17 $8,401,000 19,968 5.35% 634,000 -686 0    Application Software
   (ABBV)1 Year Chart         ABBV Abbvie Inc. 4 - $154.79 $7,099,000 38,982 4.52% 852,000 -1,327 0.002    Drug Manufacturers - ...
   (VZ)1 Year Chart         VZ Verizon Communications Inc 7 - $39.10 $6,712,000 159,970 4.27% 520,000 -4,272 0.004    Telecom Services - Do...
   (T)1 Year Chart         T AT&T Corp 10 - $17.12 $6,471,000 367,685 4.12% 204,000 -5,816 0.005    Long Distance Carriers
   (HD)1 Year Chart         HD Home Depot Inc 27 - $325.91 $982,000 2,559 0.63% 74,000 -62 0    Home Improvement Stores

      5 Records Found
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