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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 $388,928,144
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 62,841 $48,126,854 12.37%
2.
Spdr Series Trust
 KRE 339,283 $20,740,342 5.33%
3.
Ishares Tr - ESG AW MSCI EAFE
 188,912 $19,467,354 5.01%
4.
Spdr Series Trust
 KRE 214,497 $19,253,212 4.95%
5.
Ishares Trust
 IEF 257,579 $18,532,815 4.77%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.