Winch Advisory Services, LLC Q2 2025 Filing
Filed August 7, 2025
Portfolio Value
$409.6B
Holdings
510
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (510 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPTMSPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | 581,248 | $43.5B | 10.63% | |
| 2 | NVDANVIDIA CORP | 209,805 | $33.1B | 8.09% | |
| 3 | VGSHVANGUARD SHORT TERM TREASURY ETF | 485,033 | $28.5B | 6.96% | |
| 4 | VCITVANGUARD INTERMEDIATE TERM CORP BOND ETF | 302,270 | $25.1B | 6.12% | |
| 5 | AAPLAPPLE INC | 112,963 | $23.2B | 5.66% | |
| 6 | BILSPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 237,894 | $21.8B | 5.33% | |
| 7 | CGMSCAPITAL GROUP FIXED INCOME U S MULTI SECTOR INCOME ETF | 741,436 | $20.5B | 5.00% | |
| 8 | MSFTMICROSOFT CORP | 40,910 | $20.3B | 4.97% | |
| 9 | AMZNAMAZON.COM INC | 82,440 | $18.1B | 4.42% | |
| 10 | SHVISHARES SHORT TREASURY BOND ETF | 111,680 | $12.3B | 3.01% | |
| 11 | BRK/BBERKSHIRE HATHAWAY INC CL B | 24,713 | $12.0B | 2.93% | |
| 12 | GOOGALPHABET INC CL C | 64,089 | $11.4B | 2.78% | |
| 13 | JPMJPMORGAN CHASE & CO | 24,192 | $7.0B | 1.71% | |
| 14 | NFLXNETFLIX INC | 5,219 | $7.0B | 1.71% | |
| 15 | GBILGOLDMAN SACHS ACCESS TREASURY 0-1YR ETF | 67,689 | $6.8B | 1.66% | |
| 16 | VVISA INC CL A | 18,670 | $6.6B | 1.62% | |
| 17 | SYKSTRYKER CORP | 14,424 | $5.7B | 1.39% | |
| 18 | NDQINVESCO QQQ ETF | 10,269 | $5.7B | 1.38% | |
| 19 | METAMETA PLATFORMS INC CL A | 7,240 | $5.3B | 1.30% | |
| 20 | AAAUGOLDMAN SACHS PHYSICAL GOLD ETF | 147,804 | $4.8B | 1.18% | |
| 21 | SPYSPDR S&P 500 ETF | 7,165 | $4.4B | 1.08% | |
| 22 | CRMSALESFORCE INC | 12,901 | $3.5B | 0.86% | |
| 23 | SHYISHARES 1-3 YR TREASURY BOND ETF | 41,713 | $3.5B | 0.84% | |
| 24 | MRVLMARVELL TECHNOLOGY INC | 43,847 | $3.4B | 0.83% | |
| 25 | COSTCOSTCO WHOLESALE CORP | 3,260 | $3.2B | 0.79% | |
| 26 | TRVCCITIGROUP INC | 37,372 | $3.2B | 0.78% | |
| 27 | VTIVANGUARD TOTAL STOCK MARKET ETF | 10,426 | $3.2B | 0.77% | |
| 28 | SPEMSPDR EMERGING MARKETS ETF | 70,331 | $3.0B | 0.73% | |
| 29 | ADBEADOBE INC | 6,058 | $2.3B | 0.57% | |
| 30 | DISWALT DISNEY CO | 17,805 | $2.2B | 0.54% | |
| 31 | KOCOCA-COLA COMPANY | 29,852 | $2.1B | 0.52% | |
| 32 | SPIBSPDR PORTFOLIO INTERMEDIATE TERM CORP BOND ETF | 62,412 | $2.1B | 0.51% | |
| 33 | MAMASTERCARD INC CL A | 3,223 | $1.8B | 0.44% | |
| 34 | SPABSPDR AGGREGATE BOND ETF | 68,310 | $1.7B | 0.43% | |
| 35 | RTXRTX CORP | 11,792 | $1.7B | 0.42% | |
| 36 | HONHONEYWELL INTL INC | 7,243 | $1.7B | 0.41% | |
| 37 | BACVERIZON COMMUNICATIONS INC | 38,117 | $1.6B | 0.40% | |
| 38 | TXNTEXAS INSTRUMENTS INC | 7,208 | $1.5B | 0.37% | |
| 39 | TSLATESLA INC | 4,659 | $1.5B | 0.36% | |
| 40 | EBAEBAY INC | 18,691 | $1.4B | 0.34% | |
| 41 | PYPLPAYPAL HOLDINGS INC | 16,579 | $1.2B | 0.30% | |
| 42 | WMTWALMART INC | 12,369 | $1.2B | 0.30% | |
| 43 | PGPROCTER & GAMBLE CO | 7,355 | $1.2B | 0.29% | |
| 44 | NOCNORTHROP GRUMMAN CORP | 2,056 | $1.0B | 0.25% | |
| 45 | SBUXSTARBUCKS CORP | 10,881 | $997.0M | 0.24% | |
| 46 | NKENIKE INC CL B | 13,575 | $964.3M | 0.24% | |
| 47 | CVXCHEVRON CORP | 6,663 | $954.0M | 0.23% | |
| 48 | VUGVANGUARD GROWTH ETF | 2,094 | $918.1M | 0.22% | |
| 49 | USHYISHARES BROAD USD HIGH YIELD CORPORATE BD ETF | 23,317 | $874.6M | 0.21% | |
| 50 | VGITVANGUARD INTERMEDIATE TERM TREASURY INDEX ETF | 14,481 | $866.1M | 0.21% | |
| 51 | MDTMEDTRONIC PLC | 9,351 | $815.1M | 0.20% | |
| 52 | VCSHVANGUARD SHORT TERM CORP BOND ETF | 10,232 | $813.4M | 0.20% | |
| 53 | WECWEC ENERGY GROUP INC | 7,621 | $794.1M | 0.19% | |
| 54 | SMHVANECK SEMICONDUCTOR ETF | 2,794 | $779.1M | 0.19% | |
| 55 | GOOGLALPHABET INC CL A | 4,371 | $770.3M | 0.19% | |
| 56 | SPTSSPDR PORTFOLIO SHORT TERM TREASURY ETF | 24,728 | $724.3M | 0.18% | |
| 57 | GQ9SPDR GOLD TRUST GOLD SHARES | 2,373 | $723.4M | 0.18% | |
| 58 | XOMEXXON MOBIL CORP | 6,708 | $723.2M | 0.18% | |
| 59 | AGGYWISDOMTREE YIELD ENHANCED U S AGGREGATE BOND ETF | 16,181 | $706.0M | 0.17% | |
| 60 | ASMLASML HOLDING NV NY REGISTRY SHS NEW 2012 | 880 | $705.1M | 0.17% | |
| 61 | LMTLOCKHEED MARTIN CORP | 1,375 | $637.0M | 0.16% | |
| 62 | AMDADVANCED MICRO DEVICES INC | 4,471 | $634.4M | 0.15% | |
| 63 | IAU*ISHARES GOLD TRUST ETF | 9,195 | $573.4M | 0.14% | |
| 64 | VFHVANGUARD FINANCIALS ETF | 4,503 | $573.2M | 0.14% | |
| 65 | MMM3M COMPANY | 3,566 | $543.0M | 0.13% | |
| 66 | KLACKLA CORP | 592 | $529.8M | 0.13% | |
| 67 | JNJJOHNSON & JOHNSON | 3,371 | $514.9M | 0.13% | |
| 68 | ROPROPER TECHNOLOGIES INC | 887 | $503.0M | 0.12% | |
| 69 | VHTVANGUARD HEALTH CARE ETF | 1,934 | $480.4M | 0.12% | |
| 70 | SHAGWISDOMTREE YIELD ENHANCED U S SHORT TERM AGGREGATE BD ETF | 9,681 | $463.4M | 0.11% | |
| 71 | UNHUNITEDHEALTH GROUP INC | 1,480 | $461.7M | 0.11% | |
| 72 | TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD SPON ADR | 2,014 | $456.1M | 0.11% | |
| 73 | DEDEERE & CO | 896 | $455.5M | 0.11% | |
| 74 | PFEPFIZER INC | 17,501 | $424.2M | 0.10% | |
| 75 | BPBP PLC SPON ADR | 12,991 | $388.8M | 0.09% | |
| 76 | TAT&T INC | 13,134 | $380.1M | 0.09% | |
| 77 | MCDMCDONALDS CORP | 1,258 | $367.5M | 0.09% | |
| 78 | NEENEXTERA ENERGY INC | 5,085 | $353.0M | 0.09% | |
| 79 | VAWVANGUARD MATERIALS ETF | 1,795 | $349.8M | 0.09% | |
| 80 | LRCXLAM RESEARCH CORP | 3,326 | $323.8M | 0.08% | |
| 81 | JEPIJPMORGAN EQUITY PREMIUM INCOME ETF | 5,600 | $318.4M | 0.08% | |
| 82 | VOOVANGUARD S&P 500 INDEX ETF | 554 | $314.5M | 0.08% | |
| 83 | VISVANGUARD INDUSTRIALS ETF | 1,107 | $310.1M | 0.08% | |
| 84 | AVGOBROADCOM INC | 952 | $262.3M | 0.06% | |
| 85 | VYMVANGUARD HIGH DIVIDEND YIELD ETF | 1,947 | $259.5M | 0.06% | |
| 86 | ULSTSPDR SSGA ULTRA SHORT TERM BOND ETF | 6,355 | $258.4M | 0.06% | |
| 87 | WMWASTE MANAGEMENT INC DEL | 1,125 | $257.4M | 0.06% | |
| 88 | XLKTECHNOLOGY SELECT SECTOR SPDR ETF | 979 | $247.9M | 0.06% | |
| 89 | LNGCHENIERE ENERGY INC | 1,017 | $247.7M | 0.06% | |
| 90 | MUMICRON TECHNOLOGY INC | 1,982 | $244.3M | 0.06% | |
| 91 | VTVVANGUARD VALUE ETF | 1,302 | $230.1M | 0.06% | |
| 92 | KMBKIMBERLY CLARK CORP | 1,732 | $223.3M | 0.05% | |
| 93 | WFCWELLS FARGO & CO | 2,770 | $221.9M | 0.05% | |
| 94 | IBITISHARES BITCOIN TRUST ETF | 3,537 | $216.5M | 0.05% | |
| 95 | SPYVSPDR PORTFOLIO S&P 500 VALUE ETF | 4,044 | $211.7M | 0.05% | |
| 96 | ROBOROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF | 3,438 | $205.5M | 0.05% | |
| 97 | ACVFAMERICAN CONSERVATIVE VALUES ETF | 4,346 | $205.0M | 0.05% | |
| 98 | FFORD MOTOR CO | 18,879 | $204.8M | 0.05% | |
| 99 | LYBLYONDELLBASELL INDUSTRIES N V ORD SHS CL A | 3,192 | $184.7M | 0.05% | |
| 100 | DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF | 390 | $171.6M | 0.04% |
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