Winch Advisory Services, LLC
CIK: 0001585822SEC EDGAR →
Portfolio Value
$452.1B
Holdings
519
As of
Q4 2025
New Positions
15
Closed Positions
9
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | STATE STREET SPDR PORT S&P 1500 COMPOSITE STOCK MARKET ETF | 596,924 | $49.2B | 10.89% |
| 2 | NVIDIA CORP | 193,890 | $36.2B | 8.00% |
| 3 | APPLE INC | 108,792 | $29.6B | 6.54% |
| 4 | VANGUARD SHORT TERM TREASURY ETF | 498,840 | $29.3B | 6.48% |
| 5 | VANGUARD INTERMEDIATE TERM CORP BOND ETF | 318,380 | $26.7B | 5.90% |
| 6 | STATE STREET SPDR BLOOMBERG 1-3 MTH T-BILL ETF | 246,342 | $22.5B | 4.98% |
| 7 | CAPITAL GROUP FIXED INCOME U S MULTI SECTOR INCOME ETF | 772,082 | $21.3B | 4.72% |
| 8 | ALPHABET INC CL C | 62,413 | $19.6B | 4.33% |
| 9 | MICROSOFT CORP | 39,883 | $19.3B | 4.27% |
| 10 | AMAZON.COM INC | 81,176 | $18.7B | 4.14% |
Quarterly Changes
Top Buys
New Positions (15)
$100.0M · 285 shares
$92.0M · 747 shares
$90.0M · 1K shares
$32.0M · 402 shares
$11.0M · 23 shares
$2.0M · 480 shares
$1.0M · 29 shares
$1.0M · 137 shares
$1.0M · 7 shares
$0 · 16 shares
MONOGRAM TECHNOLOGIES CONTINGENT VALUE RIGHTS INC
$0 · 130 shares
$0 · 8 shares
$0 · 800 shares
$0 · 16 shares
$0 · 16 shares
Closed Positions (14)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 179 | $233.0B | 51.6% |
| Technology | 69 | $104.8B | 23.2% |
| Communication Services | 20 | $33.1B | 7.3% |
| Unknown | 52 | $27.1B | 6.0% |
| Consumer Cyclical | 34 | $23.3B | 5.1% |
| Consumer Defensive | 20 | $8.3B | 1.8% |
| Healthcare | 34 | $8.1B | 1.8% |
| Industrials | 43 | $8.1B | 1.8% |
| Energy | 24 | $3.5B | 0.8% |
| Utilities | 15 | $1.6B | 0.3% |
| Basic Materials | 21 | $614.0M | 0.1% |
| Real Estate | 9 | $452.0M | 0.1% |