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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 $342,973,581
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 57,013 $35,399,463 10.32%
2.
Spdr Series Trust
 255,163 $18,547,795 5.41%
3.
Spdr Series Trust
 344,305 $18,020,925 5.25%
4.
Ishares Tr - ESG AW MSCI EAFE
 176,072 $15,709,134 4.58%
5.
Ishares Trust
 IEF 237,252 $14,714,364 4.29%
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)