Winch Advisory Services, LLC
CIK: 0001585822SEC EDGAR →
Portfolio Value
$452.1M
Holdings
519
As of
Q4 2025
New Positions
15
Closed Positions
9
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | STATE STREET SPDR PORT S&P 1500 COMPOSITE STOCK MARKET ETF | 596,924 | $49.2M | 10.89% |
| 2 | NVIDIA CORP | 193,890 | $36.2M | 8.00% |
| 3 | APPLE INC | 108,792 | $29.6M | 6.54% |
| 4 | VANGUARD SHORT TERM TREASURY ETF | 498,840 | $29.3M | 6.48% |
| 5 | VANGUARD INTERMEDIATE TERM CORP BOND ETF | 318,380 | $26.7M | 5.90% |
| 6 | STATE STREET SPDR BLOOMBERG 1-3 MTH T-BILL ETF | 246,342 | $22.5M | 4.98% |
| 7 | CAPITAL GROUP FIXED INCOME U S MULTI SECTOR INCOME ETF | 772,082 | $21.3M | 4.72% |
| 8 | ALPHABET INC CL C | 62,413 | $19.6M | 4.33% |
| 9 | MICROSOFT CORP | 39,883 | $19.3M | 4.27% |
| 10 | AMAZON.COM INC | 81,176 | $18.7M | 4.14% |
Quarterly Changes
Top Buys
New Positions (15)
$100K · 285 shares
$92K · 747 shares
$90K · 1K shares
$32K · 402 shares
$11K · 23 shares
$2K · 480 shares
$1K · 29 shares
$1K · 137 shares
$1K · 7 shares
$0 · 800 shares
$0 · 8 shares
$0 · 16 shares
$0 · 16 shares
MONOGRAM TECHNOLOGIES CONTINGENT VALUE RIGHTS INC
$0 · 130 shares
$0 · 16 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 179 | $233.0M | 51.0% |
| Technology | 69 | $106.8M | 23.4% |
| Communication Services | 20 | $33.1M | 7.3% |
| Unknown | 52 | $30.1M | 6.6% |
| Consumer Cyclical | 34 | $23.3M | 5.1% |
| Consumer Defensive | 20 | $8.3M | 1.8% |
| Healthcare | 34 | $8.1M | 1.8% |
| Industrials | 43 | $8.1M | 1.8% |
| Energy | 24 | $3.5M | 0.8% |
| Utilities | 15 | $1.6M | 0.3% |
| Basic Materials | 21 | $614K | 0.1% |
| Real Estate | 9 | $452K | 0.1% |