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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
29
1
0
1
0
0
17
0
0
WINDSOR CAPITAL MANAGEMENT LLC

Time Period2019-03-31

Total Holdings116

Total Value ($x1000)211,802
Activities
New4

Increased42

Unchanged3

Decreased67

Sold Out2

Top 10 Stock Holdingstotal 41.34%
IVV7.94

JNK5.19

CWB4.83

IJH4.29

VEA4.27

 
PFF3.33

ONEK3.21

SCPB2.99

VCSH2.85

SPY2.44

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
7.94%
CORE S&P500 ETF
JNK
5.19%
BRC HGH YLD BD
CWB
4.83%
BRC CNV SECS ETF
IJH
4.29%
CORE S&P MCP ETF
VEA
4.27%
FTSE DEV MKT ETF
PFF
3.33%
U.S. PFD STK ETF
ONEK
3.21%
RUSSELL 1000 ETF
SCPB
2.99%
BARC SHT TR CP
VCSH
2.85%
SHRT TRM CORP BD
SPY
2.44%
TR UNIT
AMJ
2.33%
ALERIAN ML ETN
IJR
2.32%
CORE S&P SCP ETF
ITR
2.1%
INTR TRM CORP BD
BSV
1.97%
SHORT TRM BOND
LQD
1.87%
IBOXX INV CP ETF
AMLP
1.71%
ALERIAN MLP
ESGD
1.61%
MSCI EAFE ESG
RSCO
1.57%
SM CAP COMPLETE
JPGB
1.42%
GLOBAL BD OPRT
TWOK
1.41%
SPDR RUSSEL 2000
VWO
1.4%
FTSE EMR MKT ETF
GMM
1.4%
EMERG MKTS ETF
GIM
1.39%
COM
XLK
1.19%
TECHNOLOGY
DIA
1.16%
UT SER 1
JPST
1.15%
ULTRA SHRT INC
PCY
0.98%
EMRNG MKT SVRG
AVK
0.88%
COM
PSK
0.85%
WELLS FG PFD ETF
JPHY
0.83%
DCPLND HG YLD
XOM
0.82%
COM
AAPL
0.75%
COM
EFA
0.74%
MSCI EAFE ETF
XLY
0.71%
SBI CONS DISCR
WMT
0.69%
COM
IBND
0.67%
BRCLY INTL CRP
VNQ
0.67%
REIT ETF
XLV
0.65%
SBI HEALTHCARE
PG
0.64%
COM
JPM
0.63%
COM
XLE
0.62%
SBI INT-ENERGY
INTC
0.62%
COM
PICB
0.61%
INTL CORP BD
JNJ
0.6%
COM
NEAR
0.59%
SHT MAT BD ETF
T
0.58%
COM
XLP
0.57%
SBI CONS STPLS
XLI
0.57%
SBI INT-INDS
HIX
0.56%
COM
GCV
0.54%
COM
CVX
0.53%
COM
MCD
0.5%
COM
KO
0.48%
COM
DWDP
0.48%
COM
MRK
0.46%
COM
XLF
0.45%
SBI INT-FINL
ITOT
0.42%
CORE S&P TTL STK
NKE
0.42%
CL B
VCIT
0.41%
INT-TERM CORP
YUM
0.38%
COM
V
0.38%
COM CL A
AVGO
0.37%
COM
CSCO
0.36%
COM
ADI
0.36%
COM
BMY
0.35%
COM
VUG
0.34%
GROWTH ETF
IWM
0.34%
RUSSELL 2000 ETF
PFE
0.33%
COM
HON
0.33%
COM
EEM
0.33%
MSCI EMG MKT ETF
XLU
0.32%
SBI INT-UTILS
MDT
0.31%
SHS
CMI
0.31%
COM
VTV
0.29%
VALUE ETF
CSJ
0.28%
1-3 YR CR BD ETF
EMB
0.27%
JP MOR EM MK ETF
DIS
0.27%
COM DISNEY
FTY
0.27%
REAL EST 50 ETF
CMA
0.26%
COM
WFC
0.26%
COM
HD
0.26%
COM
MET
0.24%
COM
XLB
0.23%
SBI MATERIALS
VZ
0.22%
COM
ICF
0.21%
COHEN&STEER REIT
MMM
0.2%
COM
IWR
0.19%
RUS MID-CAP ETF
HYG
0.19%
IBOXX HI YD ETF
XEL
0.18%
COM
MSFT
0.18%
COM
GS
0.17%
COM
FE
0.17%
COM
IBM
0.17%
COM
PM
0.16%
COM
UTX
0.15%
COM
TEI
0.15%
COM
MO
0.15%
COM
TRV
0.14%
COM
MEAR
0.14%
SHR MAT MU ETF
HBC/PA
0.14%
ADR A 1/40PF A
SST
0.13%
SHRT TRSRY ETF
CL
0.13%
COM
BA
0.13%
COM
AMZN
0.12%
COM
PEP
0.12%
COM
JRO
0.11%
COM SHS
WBA
0.11%
COM
UNP
0.11%
COM
PHT
0.1%
COM
DUK
0.1%
COM NEW
IXN
0.1%
GLOBAL TECH ETF
CAT
0.1%
COM
FB
0.1%
CL A
STPZ
0.1%
1-5 US TIP IDX
JRI
0.09%
COM
CHI
0.06%
SH BEN INT
ABBV
0.12%
COM
(NOTE)
0.02%
NOTE 4.375% 1/1