HoldingsChannel.com
Windsor Capital Management LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ISHARES S&P 500 INDEX (IVV) 56,057 -1,814 $14,485
     IVV56,057-1,814$14,485
SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF (CWB) 204,492 -5,314 $9,787
     CWB204,492-5,314$9,787
SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF (JNK) 95,854 -2,593 $9,081
     JNK95,854-2,593$9,081
SPDR PORTFOLIO S&P 500 ETF (SPLG) 297,812 +14,457 $9,008
     SPLG297,812+14,457$9,008
SPDR BARCLAYS CAPITAL SHORT TERM CORP BD (SPSB) 242,185 +2,264 $7,326
     SPSB242,185+2,264$7,326
ISHARES CORE S&P MID CAP ETF (IJH) 45,897 -1,152 $6,602
     IJH45,897-1,152$6,602
VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) 191,707 -7,492 $6,391
     VEA191,707-7,492$6,391
JPMORGAN GLOBAL BOND OPPORTUNITIES ETF (JPGB) 134,905 +1,816 $6,362
     JPGB134,905+1,816$6,362
VANGUARD SHORT TERM CORPORATE BOND INDEX FUND (VCSH) 77,795 -2,427 $6,153
     VCSH77,795-2,427$6,153
ISHARES S&P U.S. PREFERRED STOCK ETF (PFF) 183,177 -1,778 $5,832
     PFF183,177-1,778$5,832
SPDR PORTFOLIO S&P 400 MID CAP ETF (SPMD) 227,267 +9,415 $5,756
     SPMD227,267+9,415$5,756
SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF (SPIB) 150,930 +157 $5,133
     SPIB150,930+157$5,133
SPDR S&P 500 ETF (SPY) 19,016 +1,518 $4,901
     SPY19,016+1,518$4,901
VANGUARD SHORT TERM BOND INDEX FUND (BSV) 57,323 +630 $4,710
     BSV57,323+630$4,710
JPMORGAN ULTRA SHORT INCOME ETF (JPST) 89,222 +2,907 $4,431
     JPST89,222+2,907$4,431
SPDR BLACKSTONE GSO SENIOR LOAN ETF (SRLN) 99,162 +951 $3,967
     SRLN99,162+951$3,967
ISHARES MSCI EAFE ESG SELECT ETF (ESGD) 72,272 +6,411 $3,842
     ESGD72,272+6,411$3,842
SPDR PORTFOLIO S&P 600 SMALL CAP ETF (SPSM) 161,737 +16,102 $3,532
     SPSM161,737+16,102$3,532
ISHARES S&P SMALLCAP 600 ETF (IJR) 59,899 -2,060 $3,360
     IJR59,899-2,060$3,360
ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF (LQD) 25,353 -23 $3,131
     LQD25,353-23$3,131
SPDR PORTFOLIO SHORT TERM TREASURY ETF (SPTS) 101,538 -670 $3,119
     SPTS101,538-670$3,119
JPMORGAN RESEARCH ENHANCED HIGH YIELD ETF (JPHY) 67,776 +3,744 $3,003
     JPHY67,776+3,744$3,003
TECHNOLOGY SELECT SECTOR SPDR (XLK) 31,317 -703 $2,516
     XLK31,317-703$2,516
AXON ENTERPRISE INC COM 34,000 +34,000 $2,406
     AAXN34,000+34,000$2,406
SPDR SER TR WELLS FARGO PFD STOCK ETF (PSK) 61,195 +11 $2,398
     PSK61,195+11$2,398
APPLE INC 8,705 +736 $2,213
     AAPL8,705+736$2,213
SPDR PORTFOLIO EMERGING MARKETS ETF (SPEM) 77,226 +407 $2,197
     SPEM77,226+407$2,197
TEMPLETON GLOBAL INCOME FD INC 393,051 -22,008 $2,102
     GIM393,051-22,008$2,102
SPDR DOW JONES INDUSTRIAL ETF (DIA) 9,455 +705 $2,072
     DIA9,455+705$2,072
WALMART INC COM 15,642 +393 $1,777
     WMT15,642+393$1,777
ISHARES SHORT MATURITY BOND ETF (NEAR) 35,926 +281 $1,742
     NEAR35,926+281$1,742
VANGUARD FTSE EMERGING MARKETS ETF (VWO) 46,661 -2,589 $1,565
     VWO46,661-2,589$1,565
HEALTH CARE SELECT SECTOR SPDR (XLV) 17,273 +30 $1,530
     XLV17,273+30$1,530
PROCTER & GAMBLE CO COM 13,445 -76 $1,479
     PG13,445-76$1,479
CONSUMER DISCRETIONARY SEL SECTOR SPDR FD (XLY) 13,554 +224 $1,329
     XLY13,554+224$1,329
AT&T INC COM 44,534 +395 $1,298
     T44,534+395$1,298
ISHARES MSCI EAFE ETF (EFA) 23,675 +1,325 $1,265
     EFA23,675+1,325$1,265
INTEL CORP COM 23,153 -1,336 $1,253
     INTC23,153-1,336$1,253
JPMORGAN CHASE & CO COM 12,762 +155 $1,149
     JPM12,762+155$1,149
JOHNSON & JOHNSON COM 8,260 -124 $1,083
     JNJ8,260-124$1,083
ADVENT CLAYMORE CONVERTIBLE SECS & INC (AVK) 98,834 -6,614 $1,051
     AVK98,834-6,614$1,051
VANGUARD REIT INDEX ETF (VNQ) 14,719 -714 $1,028
     VNQ14,719-714$1,028
MERCK & CO INC 12,594 -74 $969
     MRK12,594-74$969
COCA COLA CO COM 21,515 -1,396 $952
     KO21,515-1,396$952
MCDONALDS CORP COM 5,739 -105 $949
     MCD5,739-105$949
FINANCIAL SELECT SECTOR SPDR (XLF) 44,815 +1,201 $933
     XLF44,815+1,201$933
CONSUMER STAPLES SELECT SECTOR SPDR (XLP) 16,206 -128 $882
     XLP16,206-128$882
EXXON MOBIL CORP COM 23,202 -613 $881
     XOM23,202-613$881
GABELLI CONV & INCOME SECS FD INC 191,699 -6,446 $854
     GCV191,699-6,446$854
INDUSTRIAL SELECT SECTOR SPDR (XLI) 14,044 -791 $828
     XLI14,044-791$828

See Full List: All Stocks Held By Windsor Capital Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Windsor Capital Management LLC

Size ($ in 1000's)
At 03/31/2020: $197,556
At 12/31/2019: $237,689

Windsor Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Windsor Capital Management LLC 13F filings. Link to 13F filings: SEC filings

Windsor Capital Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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