Portfolio (Quarterly)
Guide ↗
Windle Wealth, LLC
· CIK 0001963452| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | ETH | GRAYSCALE ETHEREUM STAKING | Financial Services | 11,089.0 | $167K | 0.07% | NEW | — | $15.03 | +55.9% |
| 2 | GSOL | GRAYSCALE SOLANA STAKING ETF | Financial Services | 13,552.0 | $75K | 0.03% | NEW | — | $5.53 | +38.9% |
| 3 | GLNK | GRAYSCALE CHAINLINK TR ETF | Financial Services | 10,128.0 | $65K | 0.03% | NEW | — | $6.40 | +62.5% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
22.5%
Consumer Defensive
16.0%
Healthcare
9.8%
Real Estate
9.1%
Utilities
8.2%
Energy
8.1%
Industrials
8.0%
Communication Services
7.2%
Consumer Cyclical
6.2%
Financial Services
5.0%