Avoid Fraud, Get The Facts, And Find The Best
Legal Name: WINDSOR CAPITAL MANAGEMENT, LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 2, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
ISHARES TR CORE S&P500 ETF (464287200)
|
58,009 |
$17,098k |
|
|
SPDR SERIES TRUST (78468R622)
|
101,028 |
$11,006k |
|
|
SPDR SERIES TRUST (78464A359)
|
200,201 |
$10,584k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
47,587 |
$9,244k |
|
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
213,038 |
$8,885k |
|
|
SPDR SERIES TRUST (78464A854)
|
220,507 |
$7,616k |
|
|
ISHARES TR (464288687)
|
192,980 |
$7,111k |
|
|
SPDR SERIES TRUST (78464A474)
|
213,533 |
$6,572k |
|
|
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD (92206C409)
|
75,307 |
$6,075k |
|
|
JP MORGAN EXCHANGE TRADED FD (46641Q852)
|
112,717 |
$5,705k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
18,012 |
$5,277k |
|
|
SPDR SERIES TRUST (78464A847)
|
150,727 |
$5,135k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
63,287 |
$4,954k |
|
|
SPDR SERIES TRUST (78464A375)
|
133,581 |
$4,665k |
|
|
JPMORGAN CHASE & CO (46625H365)
|
178,480 |
$4,481k |
|
|
VANGUARD BD INDEX FD INC (921937827)
|
52,674 |
$4,241k |
|
|
ISHARES (464287242)
|
28,965 |
$3,602k |
|
|
ISHARES TR (46435G516)
|
55,015 |
$3,538k |
|
|
ALPS ALERIAN MLP ETF (00162Q866)
|
352,037 |
$3,467k |
|
|
SPDR PORTFOLIO SMALL CAP ETF (78468R853)
|
103,852 |
$3,182k |
|
|
JP MORGAN EXCHANGE TRADED FD (46641Q837)
|
58,543 |
$2,949k |
|
|
TEMPLETON GLOBAL INCOME FD (880198106)
|
456,283 |
$2,901k |
|
|
SPDR Portfolio Emerging Market (78463X509)
|
75,123 |
$2,688k |
|
|
SELECT SECTOR SPDR (81369Y803)
|
34,035 |
$2,656k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
60,600 |
$2,577k |
|
|
SPDR DOW JONES INDL (78467X109)
|
9,332 |
$2,481k |
|
|
JPMORGAN DISCIPLINED HIGH YIELD ETF (46641Q878)
|
41,556 |
$2,124k |
|
|
SPDR SERIES TRUST (78464A292)
|
46,767 |
$2,020k |
|
|
Advent Claymore Convertible Securities and Income Fund (00764C109)
|
123,023 |
$1,852k |
|
|
WALMART INC COM (931142103)
|
14,992 |
$1,656k |
|
|
Apple Inc (037833100)
|
8,311 |
$1,644k |
|
|
Exxon Mobil Corp (30231G102)
|
20,729 |
$1,588k |
|
|
SELECT SECTOR SPDR (81369Y407)
|
13,193 |
$1,572k |
|
|
ISHARES (464287465)
|
23,273 |
$1,529k |
|
|
SPDR PORTFOLIO SHORT TERM TREASURY ETF (78468R101)
|
50,376 |
$1,511k |
|
|
SELECT SECTOR SPDR TR SBI HEALTHCARE (81369Y209)
|
16,065 |
$1,488k |
|
|
ISHARES U S ETF TR (46431W507)
|
29,489 |
$1,484k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
13,265 |
$1,483k |
|
|
PROCTER & GAMBLE CO (742718109)
|
13,122 |
$1,438k |
|
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
16,237 |
$1,419k |
|
|
AT&T INC (00206R102)
|
39,299 |
$1,316k |
|
|
WESTERN ASSET HIGH INCOME FUND II INC (95766J102)
|
181,145 |
$1,271k |
|
|
JOHNSON & JOHNSON (478160104)
|
9,088 |
$1,265k |
|
|
SELECT SECTOR SPDR (81369Y506)
|
19,740 |
$1,257k |
|
|
SELECT SECTOR SPDR (81369Y704)
|
16,073 |
$1,244k |
|
|
INTEL CORP (458140100)
|
24,467 |
$1,171k |
|
|
MCDONALDS CORP (580135101)
|
5,606 |
$1,164k |
|
|
SELECT SECTOR SPDR TR SBI CONS STPLS (81369Y308)
|
20,044 |
$1,163k |
|
|
INVESCO EXCHNG TRADED FD TR (46138E784)
|
39,731 |
$1,153k |
|
|
Chevron Corp (166764100)
|
9,189 |
$1,143k |
|
|
COCA-COLA CO (191216100)
|
22,323 |
$1,136k |
|
|
GABELLI CONV & INCOME SECS FD INC (36240B109)
|
212,540 |
$1,090k |
|
|
SELECT SECTOR SPDR TR SBI INT-FINL (81369Y605)
|
38,704 |
$1,068k |
|
|
FIRSTENERGY CORP (337932107)
|
23,587 |
$1,009k |
|
|
MERCK & CO INC (58933Y105)
|
11,873 |
$995k |
|
|
YUM BRANDS INC (988498101)
|
7,985 |
$883k |
|
|
VISA INC COM CL A (92826C839)
|
5,067 |
$879k |
|
|
NIKE INC (654106103)
|
9,895 |
$830k |
|
|
ANALOG DEVICES INC (032654105)
|
7,259 |
$819k |
|
|
ISHARES TR CORE S&P TTL STK (464287150)
|
12,066 |
$803k |
|
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
4,672 |
$763k |
|
|
CISCO SYSTEMS INC (17275R102)
|
13,590 |
$743k |
|
|
BROADCOM INC (11135F101)
|
2,571 |
$740k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
4,746 |
$738k |
|
|
PFIZER INC (717081103)
|
17,056 |
$738k |
|
|
DISNEY WALT CO (254687106)
|
5,188 |
$724k |
|
|
CUMMINS INC (231021106)
|
4,161 |
$712k |
|
|
VANGUARD SCOTTSDALE FDS (92206C870)
|
7,850 |
$705k |
|
|
MEDTRONIC PLC (G5960L103)
|
7,184 |
$699k |
|
|
SELECT SECTOR SPDR TR SBI INT-UTILS (81369Y886)
|
11,667 |
$695k |
|
|
Lockheed Martin Corp (539830109)
|
1,857 |
$675k |
|
|
PROLOGIS INC (74340W103)
|
8,242 |
$660k |
|
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
5,744 |
$637k |
|
|
ISHARES CORE U.S. REIT ETF (464288521)
|
12,162 |
$632k |
|
|
ISHARES (464287234)
|
13,736 |
$589k |
|
|
HOME DEPOT INC (437076102)
|
2,806 |
$583k |
|
|
METLIFE INC (59156R108)
|
11,726 |
$582k |
|
|
ISHARES (464288646)
|
10,624 |
$567k |
|
|
WELLS FARGO CO NEW (949746101)
|
10,918 |
$516k |
|
|
SELECT SECTOR SPDR (81369Y100)
|
8,808 |
$515k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
8,536 |
$487k |
|
|
VANGUARD SCOTTSDALE FDS (92206C102)
|
7,428 |
$452k |
|
|
ISHARES TR COHEN&ST RLTY (464287564)
|
3,895 |
$438k |
|
|
MICROSOFT CORP (594918104)
|
3,262 |
$437k |
|
|
ISHARES TR RUS MID CAP ETF (464287499)
|
7,598 |
$424k |
|
|
GOLDMAN SACHS GROUP (38141G104)
|
2,024 |
$414k |
|
|
XCEL ENERGY INC (98389B100)
|
6,880 |
$409k |
|
|
ISHARES TR IBOXX HI YD ETF (464288513)
|
4,533 |
$395k |
|
|
INTL BUSINESS MCHN (459200101)
|
2,645 |
$364k |
|
|
3M CO (88579Y101)
|
1,972 |
$341k |
|
|
TRAVELERS CO(THE) (89417E109)
|
2,262 |
$338k |
|
|
SPDR SERIES TRUST (78468r663)
|
3,687 |
$337k |
|
|
UNITED TECHNOLOGIES (913017109)
|
2,569 |
$334k |
|
|
ISHARES SHORT MATURITY MUNICIPAL BOND ETF (46431W838)
|
6,461 |
$323k |
|
|
Boeing Co/The (097023105)
|
876 |
$319k |
|
|
HSBC HLDGS PLC (404280604)
|
11,607 |
$304k |
|
|
PHILIP MORRIS INTL (718172109)
|
3,830 |
$300k |
|
|
COLGATE PALMOLIVE CO (194162103)
|
3,996 |
$286k |
|
|
SPDR SERIES TRUST (78464A151)
|
8,218 |
$281k |
|
|
Amazon.com Inc (023135106)
|
147 |
$278k |
|
|
PEPSICO INC (713448108)
|
2,034 |
$266k |
|
|
ISHARES TR (46434VAU4)
|
10,569 |
$262k |
|
|
ALTRIA GROUP INC (02209S103)
|
5,330 |
$252k |
|
|
NUVEEN FLTNG RTE INCM OPP FD (6706EN100)
|
25,316 |
$246k |
|
|
Facebook Inc (30303M102)
|
1,235 |
$238k |
|
|
UNION PAC CORP (907818108)
|
1,364 |
$230k |
|
|
Bristol-Myers Squibb Co (110122108)
|
5,062 |
$229k |
|
|
WALGREENS BOOTS ALLI (931427108)
|
4,138 |
$226k |
|
|
Pioneer High Income Trust (72369H106)
|
24,253 |
$218k |
|
|
DOMINION ENERGY INC (25746U109)
|
2,799 |
$216k |
|
|
ISHARES (464287291)
|
1,200 |
$215k |
|
|
ISHARES TR JPMORGAN USD EMG (464288281)
|
1,838 |
$208k |
|
|
Caterpillar Inc (149123101)
|
1,516 |
$206k |
|
|
Phillips 66 (718546104)
|
2,193 |
$205k |
|
|
ISHARES TR RUS 1000 ETF (464287622)
|
1,246 |
$202k |
|
|
NUVEEN REAL ASSET INCOME AND GROWTH FUND (67074Y105)
|
11,883 |
$201k |
|
|
TEMPLETON EMERG MKTS INCOME (880192109)
|
14,045 |
$143k |
|
|
CALAMOS CONV OPP AND INC FD (128117108)
|
12,447 |
$130k |
|
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
All information provided on this website is provided without warranty and for informational purposes only.
InvestingReview.org does not provide investment advice. InvestingReview.org is not an investment adviser and is not endorsed by or affiliated with any U.S. or non-U.S. regulatory agency.
Recently Searched Firms
Please note: Search data is accumulated by 3rd party and refreshed once per day.