IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Windsor Capital Management, LLC

Q1 2018 Holdings

Filed 2018-05-01 | 115 holdings | $2.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Abbvie Inc COM(ABBV)COM00287Y109$999.0K10,55740.7%
Cummins Inc COM(CMI)COM231021106$661.0K4,07826.9%
Cisco SYS Inc(CSCO)COM17275R102$587.0K13,69923.9%
Ishares S&P 500 Index(IVV)CORE S&P500 ETF464287200$16.3K61,2400.7%
Spdr Bloomberg Barclays High Yield Bond ETFBLOOMBERG BRCLYS78464A417$12.3K343,7970.5%
Vanguard Ftse Developed Markets ETF(VEA)FTSE DEV MKT ETF921943858$10.6K240,0860.4%
Spdr Bloomberg Barclays Convertible Securities ETF(CWB)BLMBRG BRC CNVRT78464A359$10.3K198,8760.4%
Ishares Core S&P Mid Cap ETF(IJH)CORE S&P MCP ETF464287507$9.7K51,7300.4%
Ishares S&P U.S. Preferred Stock ETF(PFF)S&P US PFD STK464288687$8.3K219,8240.3%
Vanguard Short-Term Corporate Bond Index Fund(VCSH)SHRT TRM CORP BD92206C409$6.9K87,9700.3%
Ishares 1-3 YR Credit Bond ETF(IGSB)1 3 YR CR BD ETF464288646$5.7K54,8780.2%
Spdr S&P 500 ETF(SPY)TR UNIT78462F103$5.4K20,3530.2%
Ishares S&P Smallcap 600 ETF(IJR)CORE S&P SCP ETF464287804$5.2K67,8880.2%
Ishares Iboxx $ Investment Grade Corporate Bond ETF(LQD)IBOXX INV CP ETF464287242$4.6K39,3870.2%
Vanguard Short-Term Bond Index Fund(BSV)SHORT TRM BOND921937827$4.3K54,9160.2%
JP Morgan Alerian MLP ETN(AMJEUR)ALERIAN ML ETN46625H365$4.2K175,1930.2%
Powershares Emerging Mkts Sovereign DebtSOVEREIGN DEBT73936T573$4.0K140,8240.2%
Alps Trust ETF Alerian MLP(AMLPUSD)ALERIAN MLP00162Q866$3.8K405,7760.2%
Spdr Barclays Capital Short Term Corp BD(SPSB)PORTFOLIO SHORT78464A474$3.8K124,7000.2%
Vanguard Ftse Emerging Markets ETF(VWO)FTSE EMR MKT ETF922042858$3.6K77,2620.1%
Templeton Global Income FD IncCOM880198106$3.6K561,5240.1%
Powershares International Corporate Bond Portfolio ETFINTL CORP BOND73936Q835$3.4K121,1120.1%
Spdr Portfolio Large Cap ETF(SPYM)PORTFOLIO LR ETF78464A854$3.2K103,0530.1%
Spdr Bloomberg Barclays International Corporate Bond ETF(IBND)BLOMBRG BRC INTL78464A151$2.8K77,6710.1%
Spdr DOW Jones Industrial ETF(DIA)UT SER 178467X109$2.5K10,4460.1%
Spdr Portfolio Intermediate Term Corporate Bond ETF(SPIB)PORTFOLIO INTRMD78464A375$2.5K75,0260.1%
Technology Select Sector Spdr(XLK)TECHNOLOGY81369Y803$2.4K36,9790.1%
Intel Corp COM(INTC)COM458140100$2.3K43,6160.1%
Advent Claymore Convertible Secs & Inc(AVK)COM00764C109$2.2K148,3300.1%
Spdr Portfolio Small Cap ETF(SPSM)PORTFOLIO SM ETF78468R853$1.9K63,3770.1%
Ishares Short Maturity Bond ETF(NEAR)SHT MAT BD ETF46431W507$1.8K34,9110.1%
Ishares Msci Eafe ETF(EFA)MSCI EAFE ETF464287465$1.7K24,5780.1%
Exxon Mobil Corp COM(XOM)COM30231G102$1.6K21,9360.1%
Spdr Portfolio Emerging Markets ETF(SPEM)PORTFOLIO EMG MK78463X509$1.6K40,5640.1%
Apple Inc(AAPL)COM037833100$1.6K9,4700.1%
Vanguard REIT Index ETF(VNQ)REAL ESTATE ETF922908553$1.6K20,5870.1%
Walmart Inc COM(WMT)COM931142103$1.5K16,8620.1%
Gabelli Conv & Income Secs FD Inc(GCV)COM36240B109$1.5K256,9660.1%
Energy Select Sector Spdr(XLE)ENERGY81369Y506$1.5K22,1220.1%
Coca Cola Co COM(KO)COM191216100$1.5K33,8290.1%
Vanguard Intermediate-Term Corporate Bond ETF(VCIT)INT-TERM CORP92206C870$1.5K17,3130.1%
Western Asset High Income Fund II Inc(HIX)COM95766J102$1.5K222,9400.1%
Ishares Msci Eafe ESG Select ETF(ESGD)MSCI EAFE ESG OP46435G516$1.4K21,3300.1%
Consumer Discretionary SEL Sector Spdr FD(XLY)SBI CONS DISCR81369Y407$1.4K13,6940.1%
AT&T Inc COM(T)COM00206R102$1.4K38,7460.1%
JPMorgan Chase & Co COM(JPM)COM46625H100$1.3K12,1420.1%
Consumer Staples Select Sector Spdr(XLP)SBI CONS STPLS81369Y308$1.2K23,7000.1%
Industrial Select Sector Spdr(XLI)SBI INT-INDS81369Y704$1.2K16,4740.0%
Health Care Select Sector Spdr(XLV)SBI HEALTHCARE81369Y209$1.2K14,8150.0%
Spdr SER TR Wells Fargo PFD Stock ETF(PSK)WELLS FG PFD ETF78464A292$1.2K27,2390.0%
Page 1 of 3Next