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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.
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Market Cap
Large
Value
Mid
Blend
Small
Growth
28
1
0
1
0
0
17
0
0
WINDSOR CAPITAL MANAGEMENT LLC

Time Period2018-12-31

Total Holdings114

Total Value ($x1000)193,299
Activities
New4

Increased35

Unchanged3

Decreased72

Sold Out7

Top 10 Stock Holdingstotal 41.31%
IVV7.53

JNK5.41

CWB4.74

VEA4.37

IJH4.14

 
PFF3.53

SCPB3.23

VCSH3.16

ONEK2.82

SPY2.38

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
7.53%
CORE S&P500 ETF
JNK
5.41%
BRC HGH YLD BD
CWB
4.74%
BRC CNV SECS ETF
VEA
4.37%
FTSE DEV MKT ETF
IJH
4.14%
CORE S&P MCP ETF
PFF
3.53%
U.S. PFD STK ETF
SCPB
3.23%
BARC SHT TR CP
VCSH
3.16%
SHRT TRM CORP BD
ONEK
2.82%
RUSSELL 1000 ETF
SPY
2.38%
TR UNIT
IJR
2.3%
CORE S&P SCP ETF
AMJ
2.24%
ALERIAN ML ETN
ITR
2.22%
INTR TRM CORP BD
BSV
2.19%
SHORT TRM BOND
LQD
2.03%
IBOXX INV CP ETF
AMLP
1.66%
ALERIAN MLP
GIM
1.51%
COM
ESGD
1.48%
MSCI EAFE ESG
VWO
1.43%
FTSE EMR MKT ETF
PCY
1.4%
EMRNG MKT SVRG
GMM
1.37%
EMERG MKTS ETF
JPST
1.28%
ULTRA SHRT INC
TWOK
1.24%
SPDR RUSSEL 2000
IBND
1.23%
BRCLY INTL CRP
DIA
1.13%
UT SER 1
PICB
1.12%
INTL CORP BD
XLK
1.11%
TECHNOLOGY
RSCO
1.06%
SM CAP COMPLETE
AVK
0.84%
COM
PSK
0.79%
WELLS FG PFD ETF
XOM
0.75%
COM
JPHY
0.75%
DCPLND HG YLD
WMT
0.73%
COM
EFA
0.73%
MSCI EAFE ETF
AAPL
0.72%
COM
XLY
0.67%
SBI CONS DISCR
JPM
0.67%
COM
VNQ
0.66%
REIT ETF
XLV
0.65%
SBI HEALTHCARE
XLE
0.63%
SBI INT-ENERGY
PG
0.63%
COM
JNJ
0.61%
COM
XLP
0.61%
SBI CONS STPLS
T
0.59%
COM
INTC
0.58%
COM
NEAR
0.58%
SHT MAT BD ETF
HIX
0.57%
COM
XLI
0.55%
SBI INT-INDS
KO
0.54%
COM
DWDP
0.52%
COM
GCV
0.52%
COM
CVX
0.51%
COM
MCD
0.5%
COM
MRK
0.47%
COM
VCIT
0.45%
INT-TERM CORP
JPGB
0.43%
GLOBAL BD OPRT
YUM
0.42%
COM
ITOT
0.41%
CORE S&P TTL STK
BMY
0.41%
COM
EMB
0.41%
JP MOR EM MK ETF
XLF
0.41%
SBI INT-FINL
NKE
0.4%
CL B
CSJ
0.39%
1-3 YR CR BD ETF
MDT
0.37%
SHS
PFE
0.37%
COM
V
0.36%
COM CL A
AVGO
0.36%
COM
ADI
0.35%
COM
EEM
0.34%
MSCI EMG MKT ETF
XLU
0.34%
SBI INT-UTILS
IWM
0.34%
RUSSELL 2000 ETF
CSCO
0.33%
COM
HON
0.33%
COM
VUG
0.32%
GROWTH ETF
CMI
0.29%
COM
VTV
0.29%
VALUE ETF
DIS
0.28%
COM DISNEY
CMA
0.28%
COM
WFC
0.28%
COM
MET
0.27%
COM
VZ
0.25%
COM
HD
0.25%
COM
XLB
0.23%
SBI MATERIALS
FTY
0.22%
REAL EST 50 ETF
MMM
0.21%
COM
ICF
0.2%
COHEN&STEER REIT
HYG
0.19%
IBOXX HI YD ETF
IWR
0.18%
RUS MID-CAP ETF
TEI
0.17%
COM
MSFT
0.17%
COM
XEL
0.17%
COM
FE
0.17%
COM
AMZN
0.17%
COM
GS
0.15%
COM
HBC/PA
0.15%
ADR A 1/40PF A
MO
0.15%
COM
PM
0.14%
COM
IBM
0.14%
COM
MEAR
0.14%
SHR MAT MU ETF
TRV
0.13%
COM
PEP
0.13%
COM
JRO
0.13%
COM SHS
UTX
0.13%
COM
WBA
0.12%
COM
CL
0.12%
COM
ABBV
0.12%
COM
STPZ
0.11%
1-5 US TIP IDX
PHT
0.11%
COM
BA
0.11%
COM
FB
0.1%
CL A
DUK
0.1%
COM NEW
JRI
0.1%
COM
CHI
0.06%
SH BEN INT
(NOTE)
0.02%
NOTE 4.375% 1/1
ARE
0.32%
COM
GE
0.31%
COM
BIL
0.13%
SPDR BLOOMBERG
CAT
0.12%
COM
UNP
0.1%
COM
IXN
0.09%
GLOBAL TECH ETF
IWB
0.09%
RUS 1000 ETF