• 13F History

Windsor Capital Management, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 28, 2025
Value $
$337M
Signature - Title
Donald Peppler - Principal / CCO
Location
Phoenix, AZ
Summary
This page shows a list of all the recent 13F filings made by Windsor Capital Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Windsor Capital Management, LLC reported 119 stock holdings with total value $337M as of Q4 2024. Top holdings included IVV, SPYV, SPLG, IJH, and ESGD.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 119 $337M +$1.97M -$7.09M -$5.12M IVV, SPYV, SPLG, IJH, ESGD 13F-HR 1/28/2025, 01:35 PM
Q3 2024 119 $345M +$15.6M -$10.3M +$5.31M IVV, SPYV, SPLG, IJH, ESGD 13F-HR 10/23/2024, 08:56 AM
Q2 2024 112 $323M +$14.3M -$14.3M -$64.9K IVV, SPYV, SPLG, IJH, ESGD 13F-HR 7/26/2024, 12:48 PM
Q1 2024 111 $322M +$19.9M -$6.67M +$13.2M IVV, SPYV, SPLG, IJH, ESGD 13F-HR 4/15/2024, 12:21 PM
Q4 2023 112 $306M +$21.8M -$27.6M -$5.89M IVV, SPYV, SPLG, IJH, ESGD 13F-HR 1/9/2024, 02:46 PM
Q3 2023 112 $289M +$46.6M -$5.41M +$41.2M IVV, SPYV, SPLG, IBDO, ESGD 13F-HR 10/4/2023, 02:06 PM
Q2 2023 112 $302M +$4.08M -$2.27M +$1.81M IVV, SPYV, SPLG, IBDO, IJH 13F-HR 7/13/2023, 11:56 AM
Q1 2023 112 $291M +$8.32M -$2.32M +$6M IVV, SPYV, SPLG, IBDO, IBDP 13F-HR 4/10/2023, 11:08 AM
Q4 2022 112 $275M +$45.2M -$6.7M +$38.5M IVV, SPYV, SPLG, IBDP, IBDQ 13F-HR 1/13/2023, 08:37 AM
Q3 2022 110 $262M +$5.22M -$4.36M +$857K IVV, SPLG, SPYV, IBDP, IBDQ 13F-HR 11/3/2022, 10:44 AM
Q2 2022 116 $276M +$47.5M -$47M +$540K IVV, SPLG, SPYV, IBDP, IBDQ 13F-HR 7/14/2022, 01:08 PM
Q1 2022 118 $319M +$8.31M -$4.17M +$4.14M SPLG, IVV, SPYV, SPSB, SPMD 13F-HR 5/3/2022, 08:55 PM
Q4 2021 118 $330M +$6.99M -$2.56M +$4.42M SPLG, IVV, SPYV, SPMD, SPSB 13F-HR 2/7/2022, 11:48 AM
Q3 2021 116 $312M +$24.1M -$11.6M +$12.5M SPLG, IVV, SPYV, SPSB, SPMD 13F-HR 11/12/2021, 02:01 PM
Q2 2021 117 $303M +$8.26M -$6.07M +$2.19M SPLG, IVV, SPYV, SPMD, SPSB 13F-HR 8/12/2021, 12:39 PM
Q1 2021 118 $289M +$17.5M -$9.14M +$8.33M SPLG, IVV, SPYV, SPMD, SPSB 13F-HR 5/14/2021, 02:06 PM
Q4 2020 119 $268M +$11.2M -$7.15M +$4.03M IVV, SPLG, SPYV, JNK, SPMD 13F-HR 2/8/2021, 11:00 AM
Q3 2020 110 $239M +$13.5M -$14.2M -$695K IVV, SPLG, JNK, SPSB, IJH 13F-HR 10/9/2020, 02:54 PM
Q2 2020 110 $232M +$14.3M -$4.51M +$9.8M IVV, SPLG, CWB, JNK, SPSB 13F-HR 7/16/2020, 12:38 PM
Q1 2020 115 $198M +$7.31M -$3.5M +$3.81M IVV, CWB, JNK, SPLG, SPSB 13F-HR 4/22/2020, 04:27 PM
Q4 2019 118 $235M +$12.9M -$4.78M +$8.13M IVV, CWB, JNK, SPLG, IJH 13F-HR 2/11/2020, 06:07 PM
Q3 2019 120 $224M +$15.6M -$8.19M +$7.45M IVV, JNK, CWB, IJH, SPLG 13F-HR 11/8/2019, 11:58 AM
Q2 2019 118 $218M +$23.3M -$7.02M +$16.3M IVV, JNK, CWB, IJH, VEA 13F-HR 8/2/2019, 12:05 PM
Q1 2019 116 $212M +$6.65M -$6.42M +$233K IVV, JNKXXXX, CWB, IJH, VEA 13F-HR 5/2/2019, 02:28 PM
Q4 2018 114 $193M +$6.83M -$9.79M -$2.96M IVV, JNKXXXX, CWB, VEA, IJH 13F-HR 2/5/2019, 02:45 PM
Q3 2018 116 $221M +$10.8M -$7.05M +$3.76M IVV, JNKXXXX, CWB, VEA, IJH 13F-HR 11/9/2018, 02:56 PM
Q2 2018 115 $212M +$13.4M -$5.22M +$8.21M IVV, JNKXXXX, CWB, VEA, IJH 13F-HR 8/2/2018, 01:39 PM
Q1 2018 114 $210M +$24.1M -$16.4M +$7.68M IVV, JNKXXXX, VEA, CWB, IJH 13F-HR 5/1/2018, 10:35 AM
Q4 2017 112 $212M +$21M -$6.14M +$14.9M IVV, JNKXXXX, VEA, IJH, CWB 13F-HR 1/24/2018, 12:10 PM
Q3 2017 102 $194M IVV, JNKXXXX, VEA, IJH, CWB 13F-HR 10/17/2017, 08:58 AM
Q2 2017 106 $196M +$5.75M -$1.18M +$4.57M IVV, JNKXXXX, VEA, IJH, CWB 13F-HR 8/7/2017, 09:00 PM
Q1 2017 109 $193M +$11M -$3.91M +$7.06M JNKXXXX, IVV, VEA, IJH, CWB 13F-HR 5/9/2017, 10:50 AM
Q4 2016 109 $185M +$8.22M -$3.22M +$5.01M JNKXXXX, IVV, IGSB, IJH, PFF 13F-HR 2/10/2017, 02:22 PM
Q3 2016 114 $183M +$17.9M -$5.52M +$12.4M JNKXXXX, IVV, PFF, IGSB, CWB 13F-HR 11/9/2016, 06:55 AM
Q2 2016 105 $171M +$12.6M -$5.84M +$6.77M JNKXXXX, IGSB, PFF, IJH, IVV 13F-HR 8/9/2016, 08:18 AM
Q1 2016 108 $160M +$14.8M -$10.1M +$4.75M JNKXXXX, IGSB, PFF, SPY, IJH 13F-HR 5/11/2016, 04:44 PM
Q4 2015 111 $160M +$2.4M -$3.38M -$979K JNKXXXX, IGSB, SPY, AMLPXXXX, PFF 13F-HR 2/1/2016, 11:09 AM
Q3 2015 511 $169M +$17.5M -$6.17M +$11.3M JNKXXXX, IGSB, AMLPXXXX, SPY, CWB 13F-HR 10/15/2015, 02:08 PM
Q2 2015 107 $172M +$8.6M -$3.6M +$4.99M JNKXXXX, IGSB, AMLPXXXX, SPY, CWB 13F-HR 7/13/2015, 06:21 PM
Q1 2015 102 $173M +$15M -$18.2M -$3.18M JNKXXXX, IGSB, AMLPXXXX, SPY, GIM 13F-HR 4/9/2015, 04:26 PM
Q4 2014 98 $177M +$9.07M -$4.88M +$4.19M AMLPXXXX, JNKXXXX, IGSB, SPY, GIM 13F-HR 1/8/2015, 11:59 AM
Q3 2014 88 $176M +$7.3M -$1.6M +$5.7M AMLPXXXX, JNKXXXX, IGSB, GIM, AVK 13F-HR 10/17/2014, 04:46 PM
Q2 2014 92 $178M +$6.89M -$1.46M +$5.43M AMLPXXXX, JNKXXXX, GIM, IGSB, AVK 13F-HR 7/8/2014, 01:10 PM
Q1 2014 86 $168M +$11.8M -$3.55M +$8.24M AMLPXXXX, JNKXXXX, GIM, IGSB, AVK Restatement 4/30/2014, 05:30 PM
Q4 2013 390 $170M AMLPXXXX, JNKXXXX, IGSB, AVK, GIM 13F-HR 1/10/2014, 08:21 AM