Winch Advisory Services, LLC Q1 2025 Filing
Filed May 6, 2025
Portfolio Value
$378.2B
Holdings
504
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (504 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPTMSPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | 584,256 | $39.7B | 10.51% | |
| 2 | VGSHVANGUARD SHORT TERM TREASURY ETF | 483,749 | $28.4B | 7.51% | |
| 3 | AAPLAPPLE INC | 115,505 | $25.7B | 6.78% | |
| 4 | VCITVANGUARD INTERMEDIATE TERM CORP BOND ETF | 296,880 | $24.3B | 6.42% | |
| 5 | BILSPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 253,578 | $23.3B | 6.15% | |
| 6 | NVDANVIDIA CORP | 212,756 | $23.1B | 6.10% | |
| 7 | CGMSCAPITAL GROUP FIXED INCOME U S MULTI SECTOR INCOME ETF | 732,894 | $20.0B | 5.29% | |
| 8 | AMZNAMAZON.COM INC | 83,791 | $15.9B | 4.21% | |
| 9 | MSFTMICROSOFT CORP | 41,783 | $15.7B | 4.15% | |
| 10 | BRK/BBERKSHIRE HATHAWAY INC CL B | 25,299 | $13.5B | 3.56% | |
| 11 | SHVISHARES SHORT TREASURY BOND ETF | 113,908 | $12.6B | 3.33% | |
| 12 | GOOGALPHABET INC CL C | 64,616 | $10.1B | 2.67% | |
| 13 | VVISA INC CL A | 19,065 | $6.7B | 1.77% | |
| 14 | JPMJPMORGAN CHASE & CO | 24,312 | $6.0B | 1.58% | |
| 15 | SYKSTRYKER CORP | 14,552 | $5.4B | 1.43% | |
| 16 | NFLXNETFLIX INC | 5,365 | $5.0B | 1.32% | |
| 17 | GBILGOLDMAN SACHS ACCESS TREASURY 0-1YR ETF | 48,846 | $4.9B | 1.29% | |
| 18 | NDQINVESCO QQQ ETF | 9,908 | $4.6B | 1.23% | |
| 19 | AAAUGOLDMAN SACHS PHYSICAL GOLD ETF | 149,630 | $4.6B | 1.22% | |
| 20 | METAMETA PLATFORMS INC CL A | 7,317 | $4.2B | 1.11% | |
| 21 | SPYSPDR S&P 500 ETF | 6,683 | $3.7B | 0.99% | |
| 22 | CRMSALESFORCE INC | 13,068 | $3.5B | 0.93% | |
| 23 | SHYISHARES 1-3 YR TREASURY BOND ETF | 41,508 | $3.4B | 0.91% | |
| 24 | COSTCOSTCO WHOLESALE CORP | 3,271 | $3.1B | 0.82% | |
| 25 | VTIVANGUARD TOTAL STOCK MARKET ETF | 10,401 | $2.9B | 0.76% | |
| 26 | MRVLMARVELL TECHNOLOGY INC | 44,747 | $2.8B | 0.73% | |
| 27 | SPEMSPDR EMERGING MARKETS ETF | 69,087 | $2.7B | 0.72% | |
| 28 | TRVCCITIGROUP INC | 37,147 | $2.6B | 0.70% | |
| 29 | ADBEADOBE INC | 6,220 | $2.4B | 0.63% | |
| 30 | SPIBSPDR PORTFOLIO INTERMEDIATE TERM CORP BOND ETF | 65,540 | $2.2B | 0.58% | |
| 31 | KOCOCA-COLA COMPANY | 30,417 | $2.2B | 0.58% | |
| 32 | SPABSPDR AGGREGATE BOND ETF | 71,424 | $1.8B | 0.48% | |
| 33 | DISWALT DISNEY CO | 18,391 | $1.8B | 0.48% | |
| 34 | MAMASTERCARD INC CL A | 3,199 | $1.8B | 0.46% | |
| 35 | BACVERIZON COMMUNICATIONS INC | 37,538 | $1.7B | 0.45% | |
| 36 | RTXRTX CORP | 12,065 | $1.6B | 0.42% | |
| 37 | HONHONEYWELL INTL INC | 7,402 | $1.6B | 0.41% | |
| 38 | TXNTEXAS INSTRUMENTS INC | 7,483 | $1.3B | 0.36% | |
| 39 | EBAEBAY INC | 18,804 | $1.3B | 0.34% | |
| 40 | PGPROCTER & GAMBLE CO | 7,407 | $1.3B | 0.33% | |
| 41 | TSLATESLA INC | 4,659 | $1.2B | 0.32% | |
| 42 | PYPLPAYPAL HOLDINGS INC | 17,268 | $1.1B | 0.30% | |
| 43 | SBUXSTARBUCKS CORP | 11,376 | $1.1B | 0.30% | |
| 44 | CVXCHEVRON CORP | 6,505 | $1.1B | 0.29% | |
| 45 | WMTWALMART INC | 12,298 | $1.1B | 0.29% | |
| 46 | NOCNORTHROP GRUMMAN CORP | 2,066 | $1.1B | 0.28% | |
| 47 | NKENIKE INC CL B | 14,179 | $900.1M | 0.24% | |
| 48 | USHYISHARES BROAD USD HIGH YIELD CORPORATE BD ETF | 24,075 | $886.2M | 0.23% | |
| 49 | MDTMEDTRONIC PLC | 9,595 | $862.2M | 0.23% | |
| 50 | VGITVANGUARD INTERMEDIATE TERM TREASURY INDEX ETF | 14,341 | $851.8M | 0.23% | |
| 51 | WECWEC ENERGY GROUP INC | 7,558 | $823.7M | 0.22% | |
| 52 | VCSHVANGUARD SHORT TERM CORP BOND ETF | 10,120 | $798.9M | 0.21% | |
| 53 | XOMEXXON MOBIL CORP | 6,632 | $788.7M | 0.21% | |
| 54 | AGGYWISDOMTREE YIELD ENHANCED U S AGGREGATE BOND ETF | 17,424 | $756.7M | 0.20% | |
| 55 | SPTSSPDR PORTFOLIO SHORT TERM TREASURY ETF | 24,474 | $715.6M | 0.19% | |
| 56 | VUGVANGUARD GROWTH ETF | 1,905 | $706.5M | 0.19% | |
| 57 | GQ9SPDR GOLD TRUST GOLD SHARES | 2,423 | $698.2M | 0.18% | |
| 58 | GOOGLALPHABET INC CL A | 4,347 | $672.2M | 0.18% | |
| 59 | LMTLOCKHEED MARTIN CORP | 1,360 | $607.5M | 0.16% | |
| 60 | SMHVANECK SEMICONDUCTOR ETF | 2,765 | $584.7M | 0.15% | |
| 61 | ASMLASML HOLDING NV NY REGISTRY SHS NEW 2012 | 879 | $582.2M | 0.15% | |
| 62 | JNJJOHNSON & JOHNSON | 3,363 | $557.7M | 0.15% | |
| 63 | ROPROPER TECHNOLOGIES INC | 944 | $556.8M | 0.15% | |
| 64 | IAU*ISHARES GOLD TRUST ETF | 9,195 | $542.1M | 0.14% | |
| 65 | VFHVANGUARD FINANCIALS ETF | 4,486 | $535.9M | 0.14% | |
| 66 | MMM3M COMPANY | 3,566 | $523.7M | 0.14% | |
| 67 | VHTVANGUARD HEALTH CARE ETF | 1,951 | $516.5M | 0.14% | |
| 68 | PFEPFIZER INC | 18,654 | $472.7M | 0.12% | |
| 69 | SHAGWISDOMTREE YIELD ENHANCED U S SHORT TERM AGGREGATE BD ETF | 9,575 | $455.8M | 0.12% | |
| 70 | BPBP PLC SPON ADR | 12,858 | $434.5M | 0.11% | |
| 71 | AMDADVANCED MICRO DEVICES INC | 4,160 | $427.4M | 0.11% | |
| 72 | DEDEERE & CO | 893 | $419.1M | 0.11% | |
| 73 | KLACKLA CORP | 591 | $402.1M | 0.11% | |
| 74 | MCDMCDONALDS CORP | 1,255 | $392.1M | 0.10% | |
| 75 | TAT&T INC | 13,040 | $368.8M | 0.10% | |
| 76 | UNHUNITEDHEALTH GROUP INC | 676 | $354.3M | 0.09% | |
| 77 | VAWVANGUARD MATERIALS ETF | 1,821 | $343.8M | 0.09% | |
| 78 | NEENEXTERA ENERGY INC | 4,654 | $329.9M | 0.09% | |
| 79 | TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD SPON ADR | 1,970 | $326.9M | 0.09% | |
| 80 | JEPIJPMORGAN EQUITY PREMIUM INCOME ETF | 5,611 | $320.6M | 0.08% | |
| 81 | VISVANGUARD INDUSTRIALS ETF | 1,104 | $273.4M | 0.07% | |
| 82 | WMWASTE MANAGEMENT INC DEL | 1,123 | $260.1M | 0.07% | |
| 83 | ULSTSPDR SSGA ULTRA SHORT TERM BOND ETF | 6,285 | $255.5M | 0.07% | |
| 84 | KMBKIMBERLY CLARK CORP | 1,721 | $244.7M | 0.06% | |
| 85 | LRCXLAM RESEARCH CORP | 3,309 | $240.6M | 0.06% | |
| 86 | LNGCHENIERE ENERGY INC | 1,016 | $235.2M | 0.06% | |
| 87 | VYMVANGUARD HIGH DIVIDEND YIELD ETF | 1,783 | $229.9M | 0.06% | |
| 88 | LYBLYONDELLBASELL INDUSTRIES N V ORD SHS CL A | 3,119 | $219.6M | 0.06% | |
| 89 | VTVVANGUARD VALUE ETF | 1,197 | $206.8M | 0.05% | |
| 90 | SPYVSPDR PORTFOLIO S&P 500 VALUE ETF | 4,028 | $205.7M | 0.05% | |
| 91 | XLKTECHNOLOGY SELECT SECTOR SPDR ETF | 978 | $201.9M | 0.05% | |
| 92 | WFCWELLS FARGO & CO | 2,756 | $197.9M | 0.05% | |
| 93 | FFORD MOTOR CO | 18,657 | $187.1M | 0.05% | |
| 94 | ACVFAMERICAN CONSERVATIVE VALUES ETF | 4,340 | $185.8M | 0.05% | |
| 95 | ROBOROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF | 3,438 | $177.1M | 0.05% | |
| 96 | IBITISHARES BITCOIN TRUST ETF | 3,569 | $167.1M | 0.04% | |
| 97 | DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF | 389 | $163.2M | 0.04% | |
| 98 | MUMICRON TECHNOLOGY INC | 1,832 | $159.2M | 0.04% | |
| 99 | AVGOBROADCOM INC | 937 | $156.9M | 0.04% | |
| 100 | COPCONOCOPHILLIPS | 1,401 | $147.2M | 0.04% |
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