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Home > Institutional Investor > Windsor Capital Management, Llc > Profile

Instuitional Investor - Windsor Capital Management, Llc

Fund Profile
Filing Period:
Fund Name: Windsor Capital Management, Llc
Portfolio Value $325,808,719
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 55,675 $31,283,605 9.6%
2.
Spdr Series Trust
 340,861 $17,407,778 5.34%
3.
Spdr Series Trust
 259,460 $17,062,112 5.24%
4.
Ishares Tr - ESG AW MSCI EAFE
 172,153 $14,063,182 4.32%
5.
Ishares Trust
 IEF 231,210 $13,491,124 4.14%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)