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WINDSOR CAPITAL MANAGEMENT, LLC Information

20860 NORTH TATUM BLVD., PHOENIX, Arizona, 85050, (480) 515-3514

Report Date: 12/31/2019

Position Statistics

Total Positions 125
New Positions 5
Increased Positions 63
Decreased Positions 59
Positions with Activity 122
Sold Out Positions 7
Total Mkt Value (in $ millions) 195

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Energy 0.88%
Basic Materials 0.13%
Industrials 1.17%
Consumer Cyclicals 1.8%
Consumer Non-Cyclicals 2.79%
Financials 75.57%
Healthcare 2.01%
Technology 3.59%
Telecommunication Services 0.98%
Utilities 0.61%

125 Positions as of 12/31/2019

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
DOMINION ENERGY INC COM -233 Sold Out 0
DUKE ENERGY CORP NEW COM NEW -186 Sold Out 0
JPMORGAN CHASE & CO ALERIAN ML ETN -685 Sold Out 0
SPDR SER TR BLOMBRG BRC INTL -218 Sold Out 0
YUM BRANDS INC COM -543 Sold Out 0