0001606587-22-000358.txt : 20220207
0001606587-22-000358.hdr.sgml : 20220207
20220207124840
ACCESSION NUMBER: 0001606587-22-000358
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20211231
FILED AS OF DATE: 20220207
DATE AS OF CHANGE: 20220207
EFFECTIVENESS DATE: 20220207
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: 22596501
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
13F-HR
LIVE
false
true
false
0001543100
XXXXXXXX
12-31-2021
12-31-2021
false
Windsor Capital Management, LLC
20860 North Tatum Blvd.
Suite 220
Phoenix
AZ
85050
13F HOLDINGS REPORT
028-14927
N
Donald Peppler
Principal / CCO
480-515-4410
Don Peppler
Phoenix
AZ
02-04-2022
0
118
331559
false
INFORMATION TABLE
2
form13InfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
AMAZON.COM INC
COM
023135106
681
204
SH
SOLE
NONE
0
0
204
BLACKROCK SHORT MATURITY MUNICIPAL BOND ETF
BLACKROCK SHORT
46431W838
568
11342
SH
SOLE
NONE
0
0
11342
POWERSHARES QQQ TR
UNIT SER 1
46090E103
289
728
SH
SOLE
NONE
0
0
728
TECHNOLOGY SELECT SECTOR SPDR
TECHNOLOGY
81369Y803
5076
29194
SH
SOLE
NONE
0
0
29194
ANTHEM INC COM
COM
036752103
233
502
SH
SOLE
NONE
0
0
502
JOHNSON & JOHNSON COM
COM
478160104
1193
6978
SH
SOLE
NONE
0
0
6978
ISHARES GLOBAL TECH ETF
GLOBAL TECH ETF
464287291
405
6300
SH
SOLE
NONE
0
0
6300
ISHARES MSCI EMERGING MARKETS ETF
MSCI EMG MKT ETF
464287234
532
10908
SH
SOLE
NONE
0
0
10908
GOLDMAN SACHS GROUP INC
COM
38141G104
697
1822
SH
SOLE
NONE
0
0
1822
PROCTER AND GAMBLE CO COM
COM
742718109
1660
10152
SH
SOLE
NONE
0
0
10152
COCA COLA CO COM
COM
191216100
1187
20059
SH
SOLE
NONE
0
0
20059
VANGUARD REIT INDEX ETF
REAL ESTATE ETF
922908553
1745
15046
SH
SOLE
NONE
0
0
15046
INTEL CORP COM
COM
458140100
1131
21969
SH
SOLE
NONE
0
0
21969
MEDTRONIC PLC SHS
SHS
G5960L103
708
6844
SH
SOLE
NONE
0
0
6844
SPDR DOW JONES INDUSTRIAL ETF
UT SER 1
78467X109
2257
6212
SH
SOLE
NONE
0
0
6212
ISHARES MSCI EAFE ESG SELECT ETF
ESG AW MSCI EAFE
46435G516
10037
126320
SH
SOLE
NONE
0
0
126320
PROLOGIS INC. COM
COM
74340W103
1175
6979
SH
SOLE
NONE
0
0
6979
MERCK & CO INC
COM
58933Y105
1474
19235
SH
SOLE
NONE
0
0
19235
SPDR S&P 500 ETF
TR UNIT
78462F103
6252
13163
SH
SOLE
NONE
0
0
13163
ALLSTATE CORP
COM
020002101
669
5691
SH
SOLE
NONE
0
0
5691
ISHARES CORE U.S. REIT ETF
CRE U S REIT ETF
464288521
2869
42447
SH
SOLE
NONE
0
0
42447
ISHARES TIPS BOND ETF
TIPS BD ETF
464287176
8418
65162
SH
SOLE
NONE
0
0
65162
JPMORGAN RESEARCH ENHANCED HIGH YIELD ETF
HIGH YLD RESRCH
46641Q878
7643
147644
SH
SOLE
NONE
0
0
147644
VERIZON COMMUNICATIONS
COM
92343V104
361
6965
SH
SOLE
NONE
0
0
6965
ISHARES COHEN & STEERS REIT ETF
COHEN STEER REIT
464287564
346
4560
SH
SOLE
NONE
0
0
4560
TE CONNECTIVITY LTD
SHS
H84989104
647
4015
SH
SOLE
NONE
0
0
4015
HONEYWELL INTL INC
COM
438516106
527
2529
SH
SOLE
NONE
0
0
2529
FIRSTENERGY CORP
COM
337932107
383
9215
SH
SOLE
NONE
0
0
9215
XCEL ENERGY INC COM
COM
98389B100
212
3133
SH
SOLE
NONE
0
0
3133
SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF
BLOOMBERG CONV
78464A359
7313
88153
SH
SOLE
NONE
0
0
88153
HOME DEPOT
COM
437076102
1064
2564
SH
SOLE
NONE
0
0
2564
SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
PORTFOLIO INTRMD
78464A375
8863
245192
SH
SOLE
NONE
0
0
245192
ISHARES ESG AWARE USD CORPORATE BOND ETF
ESG AWRE USD ETF
46435G193
311
11422
SH
SOLE
NONE
0
0
11422
JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF
INTL BD OPP ETF
46641Q852
9089
179496
SH
SOLE
NONE
0
0
179496
SPDR SER TR WELLS FARGO PFD STOCK ETF
ICE PFD SEC ETF
78464A292
4658
108557
SH
SOLE
NONE
0
0
108557
HEALTH CARE SELECT SECTOR SPDR
SBI HEALTHCARE
81369Y209
2665
18919
SH
SOLE
NONE
0
0
18919
CONSUMER STAPLES SELECT SECTOR SPDR
SBI CONS STPLS
81369Y308
1184
15362
SH
SOLE
NONE
0
0
15362
SPDR PORTFOLIO S&P 400 MID CAP ETF
PORTFOLIO S&P400
78464A847
12594
253207
SH
SOLE
NONE
0
0
253207
JPMORGAN ULTRA-SHORT INCOME ETF
ULTRA SHRT INC
46641Q837
6033
119515
SH
SOLE
NONE
0
0
119515
SPDR BARCLAYS CAPITAL SHORT TERM CORP BD
PORTFOLIO SHORT
78464A474
12296
397046
SH
SOLE
NONE
0
0
397046
ISHARES S&P SMALLCAP 600 ETF
CORE S&P SCP ETF
464287804
5406
47216
SH
SOLE
NONE
0
0
47216
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND
SHRT TRM CORP BD
92206C409
9544
117453
SH
SOLE
NONE
0
0
117453
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
INT-TERM CORP
92206C870
217
2344
SH
SOLE
NONE
0
0
2344
MICROSOFT
COM
594918104
1346
4003
SH
SOLE
NONE
0
0
4003
NIKE INC CLASS B
CL B
654106103
1136
6820
SH
SOLE
NONE
0
0
6820
TESLA MOTORS INC
COM
88160R101
396
375
SH
SOLE
NONE
0
0
375
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
ULTRA SHT MUNCPL
46641Q654
587
11503
SH
SOLE
NONE
0
0
11503
FINANCIAL SELECT SECTOR SPDR
FINANCIAL
81369Y605
1986
50881
SH
SOLE
NONE
0
0
50881
TEMPLETON GLOBAL INCOME FD INC
COM
880198106
773
149016
SH
SOLE
NONE
0
0
149016
WALGREENS BOOTS ALLIANCE INC COM
COM
931427108
347
6664
SH
SOLE
NONE
0
0
6664
INTERNATIONAL FLAVORS&FRAGRANC COM
COM
459506101
639
4245
SH
SOLE
NONE
0
0
4245
PROSPECT CAP CORP 6.375 03/01/2025
NOTE 6.375% 3/0
74348TAT9
1337
1220000
SH
SOLE
NONE
0
0
1220000
ISHARES 0-5 YEAR TIPS BOND ETF
0-5 YR TIPS ETF
46429B747
320
3025
SH
SOLE
NONE
0
0
3025
GABELLI CONV & INCOME SECS FD INC
COM
36240B109
361
52596
SH
SOLE
NONE
0
0
52596
WESTERN ASSET HIGH INCOME FUND II INC
COM
95766J102
105
14670
SH
SOLE
NONE
0
0
14670
ISHARES RUSSELL 2000 ETF
RUSSELL 2000 ETF
464287655
1021
4590
SH
SOLE
NONE
0
0
4590
ISHARES FLOATING RATE BOND ETF
FLTG RATE NT ETF
46429B655
7837
154502
SH
SOLE
NONE
0
0
154502
ISHARES RUSSELL MIDCAP GROWTH ETF
RUS MD CP GR ETF
464287481
228
1982
SH
SOLE
NONE
0
0
1982
VISA INC
COM CL A
92826C839
941
4346
SH
SOLE
NONE
0
0
4346
VANGUARD VALUE ETF
VALUE ETF
922908744
869
5907
SH
SOLE
NONE
0
0
5907
VANGUARD GROWTH ETF
GROWTH ETF
922908736
740
2308
SH
SOLE
NONE
0
0
2308
ISHARES TR S&P 1500 INDEX FD
CORE S&P TTL STK
464287150
843
7887
SH
SOLE
NONE
0
0
7887
META PLATFORMS INC CL A
CL A
30303M102
436
1285
SH
SOLE
NONE
0
0
1285
BROADCOM INC COM
COM
11135F101
1244
1870
SH
SOLE
NONE
0
0
1870
METLIFE INC COM
COM
59156R108
704
11276
SH
SOLE
NONE
0
0
11276
ABBVIE INC COM
COM
00287Y109
226
1673
SH
SOLE
NONE
0
0
1673
SPDR BLACKSTONE SENIOR LOAN ETF
BLACKSTONE SENR
78467V608
5277
115656
SH
SOLE
NONE
0
0
115656
GENERAL DYNAMICS CORP COM
COM
369550108
772
3705
SH
SOLE
NONE
0
0
3705
MCDONALDS CORP COM
COM
580135101
1597
5960
SH
SOLE
NONE
0
0
5960
CISCO SYS INC
COM
17275R102
1710
26985
SH
SOLE
NONE
0
0
26985
ISHARES TR RUSSELL MIDCAP INDEX FD
RUS MID CAP ETF
464287499
712
8586
SH
SOLE
NONE
0
0
8586
AT&T INC COM
COM
00206R102
341
13874
SH
SOLE
NONE
0
0
13874
ENERGY SELECT SECTOR SPDR
ENERGY
81369Y506
882
15897
SH
SOLE
NONE
0
0
15897
MATERIALS SELECT SECTOR SPDR
SBI MATERIALS
81369Y100
605
6679
SH
SOLE
NONE
0
0
6679
ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF
IBOXX HI YD ETF
464288513
324
3724
SH
SOLE
NONE
0
0
3724
CONSUMER DISCRETIONARY SEL SECTOR SPDR FD
SBI CONS DISCR
81369Y407
2694
13180
SH
SOLE
NONE
0
0
13180
INDUSTRIAL SELECT SECTOR SPDR
SBI INT-INDS
81369Y704
1504
14214
SH
SOLE
NONE
0
0
14214
BLACKROCK SHORT MATURITY BOND ETF
BLACKROCK ST MAT
46431W507
1395
27935
SH
SOLE
NONE
0
0
27935
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
PORTFOLIO S&P600
78468R853
9595
214702
SH
SOLE
NONE
0
0
214702
ISHARES S&P 500 INDEX
CORE S&P500 ETF
464287200
20805
43619
SH
SOLE
NONE
0
0
43619
ADVENT CLAYMORE CONVERTIBLE SECS & INC
COM
00764C109
515
27940
SH
SOLE
NONE
0
0
27940
WELLS FARGO CO NEW COM
COM
949746101
294
6130
SH
SOLE
NONE
0
0
6130
UNION PAC CORP COM
COM
907818108
286
1136
SH
SOLE
NONE
0
0
1136
ISHARES S&P U.S. PREFERRED STOCK ETF
PFD AND INCM SEC
464288687
6273
159097
SH
SOLE
NONE
0
0
159097
LOCKHEED MARTIN CORP
COM
539830109
666
1875
SH
SOLE
NONE
0
0
1875
JPMORGAN CHASE & CO COM
COM
46625H100
1939
12247
SH
SOLE
NONE
0
0
12247
SPDR PORTFOLIO EMERGING MARKETS ETF
PORTFOLIO EMG MK
78463X509
4598
110831
SH
SOLE
NONE
0
0
110831
CHEVRON CORP NEW COM
COM
166764100
917
7815
SH
SOLE
NONE
0
0
7815
VANGUARD FTSE DEVELOPED MARKETS ETF
FTSE DEV MKT ETF
921943858
9345
183028
SH
SOLE
NONE
0
0
183028
WALMART INC COM
COM
931142103
1939
13407
SH
SOLE
NONE
0
0
13407
INTL BUSINESS MACHINES
COM
459200101
257
1927
SH
SOLE
NONE
0
0
1927
ORACLE CORPORATION
COM
68389X105
297
3412
SH
SOLE
NONE
0
0
3412
VANGUARD FTSE EMERGING MARKETS ETF
FTSE EMR MKT ETF
922042858
2024
40922
SH
SOLE
NONE
0
0
40922
PFIZER INC COM
COM
717081103
1004
17010
SH
SOLE
NONE
0
0
17010
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
IBOXX INV CP ETF
464287242
4960
37431
SH
SOLE
NONE
0
0
37431
3M CO COM
COM
88579Y101
349
1970
SH
SOLE
NONE
0
0
1970
CATERPILLAR INC COM
COM
149123101
541
2620
SH
SOLE
NONE
0
0
2620
AMERICAN EXPRESS CO COM
COM
025816109
310
1899
SH
SOLE
NONE
0
0
1899
VANGUARD DIVIDEND APPRECIATION ETF
DIV APP ETF
921908844
246
1433
SH
SOLE
NONE
0
0
1433
SPDR PORTFOLIO S&P 500 ETF
PORTFOLIO S&P500
78464A854
23749
425381
SH
SOLE
NONE
0
0
425381
AXON ENTERPRISE INC COM
COM
05464C101
785
5000
SH
SOLE
NONE
0
0
5000
FERGUSON PLC NEW SHS
SHS
G3421J106
203
1134
SH
SOLE
NONE
0
0
1134
VANGUARD SHORT-TERM BOND INDEX FUND
SHORT TRM BOND
921937827
7834
96931
SH
SOLE
NONE
0
0
96931
SPDR PORTFOLIO S&P 500 VALUE ETF
PRTFLO S&P500 VL
78464A508
18912
450302
SH
SOLE
NONE
0
0
450302
SPDR BLOOMBERG HIGH YIELD BOND ETF
BLOOMBERG HIGH Y
78468R622
9075
83589
SH
SOLE
NONE
0
0
83589
EXXON MOBIL CORP COM
COM
30231G102
727
11882
SH
SOLE
NONE
0
0
11882
TRAVELERS COMPANIES INC COM
COM
89417E109
221
1413
SH
SOLE
NONE
0
0
1413
LOWES COS INC COM
COM
548661107
937
3625
SH
SOLE
NONE
0
0
3625
COLGATE PALMOLIVE CO COM
COM
194162103
315
3700
SH
SOLE
NONE
0
0
3700
UTILITIES SELECT SECTOR SPDR FUND
SBI INT-UTILS
81369Y886
696
9723
SH
SOLE
NONE
0
0
9723
ISHARES IBONDS DEC 2022 TERM CORPORATE ETF
IBONDS DEC22 ETF
46434VBA7
245
9770
SH
SOLE
NONE
0
0
9770
ISHARES CORE S&P MID CAP ETF
CORE S&P MCP ETF
464287507
9981
35261
SH
SOLE
NONE
0
0
35261
ISHARES MSCI EAFE ETF
MSCI EAFE ETF
464287465
1775
22563
SH
SOLE
NONE
0
0
22563
APPLE INC
COM
037833100
4696
26450
SH
SOLE
NONE
0
0
26450
ISHARES IBONDS DEC 2023 TERM CORPORATE ETF
IBONDS DEC23 ETF
46434VAX8
216
8440
SH
SOLE
NONE
0
0
8440
ABBOTT LABS COM
COM
002824100
218
1550
SH
SOLE
NONE
0
0
1550
DISNEY WALT CO COM
COM
254687106
738
4767
SH
SOLE
NONE
0
0
4767
ISHARES TR RUSSELL 1000 INDEX ETF
RUS 1000 ETF
464287622
229
867
SH
SOLE
NONE
0
0
867