Principal / CCO

0001172661-23-001624.txt : 20230410 0001172661-23-001624.hdr.sgml : 20230410 20230410110857 ACCESSION NUMBER: 0001172661-23-001624 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230410 DATE AS OF CHANGE: 20230410 EFFECTIVENESS DATE: 20230410 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Windsor Capital Management, LLC CENTRAL INDEX KEY: 0001543100 IRS NUMBER: 263954701 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-14927 FILM NUMBER: 23810124 BUSINESS ADDRESS: STREET 1: 20860 NORTH TATUM BLVD. STREET 2: SUITE 220 CITY: PHOENIX STATE: AZ ZIP: 85050 BUSINESS PHONE: 480-515-3514 MAIL ADDRESS: STREET 1: 20860 NORTH TATUM BLVD. STREET 2: SUITE 220 CITY: PHOENIX STATE: AZ ZIP: 85050 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001543100 XXXXXXXX 03-31-2023 03-31-2023 false Windsor Capital Management, LLC

20860 North Tatum Blvd. Suite 220 Phoenix AZ 85050

13F HOLDINGS REPORT 028-14927 000116593 801-64200 N Donald Peppler Principal / CCO 480-515-4410 /s/ Donald Peppler Phoenix AZ 04-10-2023 0 112 290723127 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 224500 2217 SH SOLE 2217 0 0 ABBVIE INC COM 00287Y109 363726 2282 SH SOLE 2282 0 0 ADVENT CONV & INCOME FD COM 00764C109 292091 25267 SH SOLE 25267 0 0 AMAZON COM INC COM 023135106 349228 3381 SH SOLE 3381 0 0 AMERICAN EXPRESS CO COM 025816109 290714 1762 SH SOLE 1762 0 0 APPLE INC COM 037833100 3955817 23989 SH SOLE 23989 0 0 AT&T INC COM 00206R102 229210 11907 SH SOLE 11907 0 0 AXON ENTERPRISE INC COM 05464C101 1124250 5000 SH SOLE 5000 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 257205 833 SH SOLE 833 0 0 BROADCOM INC COM 11135F101 984469 1535 SH SOLE 1535 0 0 CATERPILLAR INC COM 149123101 644825 2818 SH SOLE 2818 0 0 CHEVRON CORP NEW COM 166764100 1167683 7157 SH SOLE 7157 0 0 CISCO SYS INC COM 17275R102 1327641 25397 SH SOLE 25397 0 0 COCA COLA CO COM 191216100 1162993 18749 SH SOLE 18749 0 0 COLGATE PALMOLIVE CO COM 194162103 311368 4143 SH SOLE 4143 0 0 COMCAST CORP NEW CL A 20030N101 566163 14934 SH SOLE 14934 0 0 DISNEY WALT CO COM 254687106 381086 3806 SH SOLE 3806 0 0 EXXON MOBIL CORP COM 30231G102 1169772 10667 SH SOLE 10667 0 0 FIRSTENERGY CORP COM 337932107 369153 9215 SH SOLE 9215 0 0 GABELLI CONV & INC SECS FD I COM 36240B109 162748 36655 SH SOLE 36655 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 556621 1702 SH SOLE 1702 0 0 HOME DEPOT INC COM 437076102 776299 2630 SH SOLE 2630 0 0 HONEYWELL INTL INC COM 438516106 480094 2512 SH SOLE 2512 0 0 INTEL CORP COM 458140100 840037 25713 SH SOLE 25713 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 329685 2515 SH SOLE 2515 0 0 INTERNATIONAL FLAVORS&FRAGRA COM 459506101 319930 3479 SH SOLE 3479 0 0 ISHARES TR TIPS BD ETF 464287176 7889661 71562 SH SOLE 71562 0 0 ISHARES TR CORE S&P SCP ETF 464287804 4115260 42557 SH SOLE 42557 0 0 ISHARES TR ESG AW MSCI EAFE 46435G516 10773398 149964 SH SOLE 149964 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 346489 8781 SH SOLE 8781 0 0 ISHARES TR IBONDS 25 TRM HG 46435U168 240257 10487 SH SOLE 10487 0 0 ISHARES TR GLOBAL TECH ETF 464287291 342468 6300 SH SOLE 6300 0 0 ISHARES TR COHEN STEER REIT 464287564 236304 4255 SH SOLE 4255 0 0 ISHARES TR CRE U S REIT ETF 464288521 2444761 48507 SH SOLE 48507 0 0 ISHARES TR PFD AND INCM SEC 464288687 214879 6883 SH SOLE 6883 0 0 ISHARES TR RUS MID CAP ETF 464287499 556326 7957 SH SOLE 7957 0 0 ISHARES TR IBONDS 24 TRM HG 46435U184 268678 11616 SH SOLE 11616 0 0 ISHARES TR IBOXX HI YD ETF 464288513 249717 3305 SH SOLE 3305 0 0 ISHARES TR FLTG RATE NT ETF 46429B655 8448817 167669 SH SOLE 167669 0 0 ISHARES TR RUS MD CP GR ETF 464287481 249595 2741 SH SOLE 2741 0 0 ISHARES TR CORE S&P500 ETF 464287200 22423980 54549 SH SOLE 54549 0 0 ISHARES TR CORE S&P TTL STK 464287150 643087 7102 SH SOLE 7102 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 760401 4262 SH SOLE 4262 0 0 ISHARES TR IBONDS DEC2026 46435GAA0 7906365 333180 PRN SOLE 333180 0 0 ISHARES TR CONV BD ETF 46435G102 610025 8400 SH SOLE 8400 0 0 ISHARES TR IBONDS DEC23 ETF 46434VAX8 13263033 526520 PRN SOLE 526520 0 0 ISHARES TR IBONDS DEC25 ETF 46434VBD1 10277945 418995 PRN SOLE 418995 0 0 ISHARES TR MSCI EAFE ETF 464287465 1427731 19963 SH SOLE 19963 0 0 ISHARES TR CORE S&P MCP ETF 464287507 10477879 41885 SH SOLE 41885 0 0 ISHARES TR IBONDS DEC24 ETF 46434VBG4 10862070 441727 PRN SOLE 441727 0 0 ISHARES U S ETF TR BLACKROCK SHORT 46431W838 358963 7185 SH SOLE 7185 0 0 ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 600161 12100 SH SOLE 12100 0 0 J P MORGAN EXCHANGE TRADED F INTL BD OPP ETF 46641Q852 6795719 143491 SH SOLE 143491 0 0 J P MORGAN EXCHANGE TRADED F BETABUILDERS USD 46641Q878 5892434 131147 SH SOLE 131147 0 0 J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 377957 7442 SH SOLE 7442 0 0 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 6155003 122317 SH SOLE 122317 0 0 JOHNSON & JOHNSON COM 478160104 1167377 7531 SH SOLE 7531 0 0 JPMORGAN CHASE & CO COM 46625H100 1531219 11751 SH SOLE 11751 0 0 LOWES COS INC COM 548661107 683447 3418 SH SOLE 3418 0 0 MCDONALDS CORP COM 580135101 1695455 6064 SH SOLE 6064 0 0 MEDTRONIC PLC SHS G5960L103 526835 6535 SH SOLE 6535 0 0 MERCK & CO INC COM 58933Y105 1962628 18447 SH SOLE 18447 0 0 META PLATFORMS INC CL A 30303M102 251149 1185 SH SOLE 1185 0 0 METLIFE INC COM 59156R108 585184 10100 SH SOLE 10100 0 0 MICROSOFT CORP COM 594918104 1092140 3788 SH SOLE 3788 0 0 NIKE INC CL B 654106103 752381 6135 SH SOLE 6135 0 0 ORACLE CORP COM 68389X105 319022 3433 SH SOLE 3433 0 0 PEPSICO INC COM 713448108 210682 1156 SH SOLE 1156 0 0 PFIZER INC COM 717081103 658005 16128 SH SOLE 16128 0 0 PROCTER AND GAMBLE CO COM 742718109 1525361 10259 SH SOLE 10259 0 0 PROLOGIS INC. COM 74340W103 748298 5997 SH SOLE 5997 0 0 PROSPECT CAP CORP NOTE 6.375% 3/0 74348TAT9 4882247 5002000 PRN SOLE 5002000 0 0 ROBERT HALF INTL INC COM 770323103 655475 8135 SH SOLE 8135 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 1610809 50103 SH SOLE 50103 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 4435138 29370 SH SOLE 29370 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 2382584 18404 SH SOLE 18404 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 1110991 14871 SH SOLE 14871 0 0 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 529310 6562 SH SOLE 6562 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 1406094 13897 SH SOLE 13897 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 587936 8686 SH SOLE 8686 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 1037237 12522 SH SOLE 12522 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 2026283 13550 SH SOLE 13550 0 0 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 1965392 5909 SH SOLE 5909 0 0 SPDR GOLD TR GOLD SHS 78463V107 418474 2284 SH SOLE 2284 0 0 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 4584492 134324 SH SOLE 134324 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 4895982 11959 SH SOLE 11959 0 0 SPDR SER TR BBG CONV SEC ETF 78464A359 6918176 103149 SH SOLE 103149 0 0 SPDR SER TR PORTFOLIO S&P400 78464A847 9530454 216897 SH SOLE 216897 0 0 SPDR SER TR PORTFOLIO SHORT 78464A474 814290 27482 SH SOLE 27482 0 0 SPDR SER TR PRTFLO S&P500 VL 78464A508 18245733 448078 SH SOLE 448078 0 0 SPDR SER TR PORTFOLIO S&P600 78468R853 8860521 234591 SH SOLE 234591 0 0 SPDR SER TR BLOOMBERG HIGH Y 78468R622 5496198 59214 SH SOLE 59214 0 0 SPDR SER TR PORTFOLIO S&P500 78464A854 17303183 359360 SH SOLE 359360 0 0 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 4883772 117795 SH SOLE 117795 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 780173 8387 SH SOLE 8387 0 0 TE CONNECTIVITY LTD SHS H84989104 522210 3982 SH SOLE 3982 0 0 TEMPLETON GLOBAL INCOME FD COM 880198106 323966 73629 SH SOLE 73629 0 0 TESLA INC COM 88160R101 225302 1086 SH SOLE 1086 0 0 TRAVELERS COMPANIES INC COM 89417E109 252804 1475 SH SOLE 1475 0 0 UNION PAC CORP COM 907818108 228631 1136 SH SOLE 1136 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 370477 4843 SH SOLE 4843 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1151971 13872 SH SOLE 13872 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 787551 5702 SH SOLE 5702 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 508167 2037 SH SOLE 2037 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1475109 36513 SH SOLE 36513 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 875442 11484 SH SOLE 11484 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 218512 1419 SH SOLE 1419 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 7694255 170340 SH SOLE 170340 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 216471 5566 SH SOLE 5566 0 0 VISA INC COM CL A 92826C839 915818 4062 SH SOLE 4062 0 0 WALMART INC COM 931142103 1822523 12360 SH SOLE 12360 0 0 XCEL ENERGY INC COM 98389B100 217120 3219 SH SOLE 3219 0 0