Winch Advisory Services, LLC Q3 2025 Filing
Filed November 12, 2025
Portfolio Value
$444.4B
Holdings
518
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (518 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPTMSPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | 585,419 | $47.2B | 10.62% | |
| 2 | NVDANVIDIA CORP | 208,459 | $38.9B | 8.75% | |
| 3 | VGSHVANGUARD SHORT TERM TREASURY ETF | 485,897 | $28.6B | 6.43% | |
| 4 | AAPLAPPLE INC | 112,110 | $28.5B | 6.42% | |
| 5 | VCITVANGUARD INTERMEDIATE TERM CORP BOND ETF | 309,038 | $26.0B | 5.85% | |
| 6 | BILSPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 240,214 | $22.0B | 4.96% | |
| 7 | MSFTMICROSOFT CORP | 40,670 | $21.1B | 4.74% | |
| 8 | CGMSCAPITAL GROUP FIXED INCOME U S MULTI SECTOR INCOME ETF | 751,108 | $20.8B | 4.69% | |
| 9 | AMZNAMAZON.COM INC | 82,176 | $18.0B | 4.06% | |
| 10 | GOOGALPHABET INC CL C | 64,492 | $15.7B | 3.53% | |
| 11 | BRK/BBERKSHIRE HATHAWAY INC CL B | 24,990 | $12.6B | 2.83% | |
| 12 | SHVISHARES SHORT TREASURY BOND ETF | 108,995 | $12.0B | 2.71% | |
| 13 | GBILGOLDMAN SACHS ACCESS TREASURY 0-1YR ETF | 79,752 | $8.0B | 1.80% | |
| 14 | JPMJPMORGAN CHASE & CO | 24,485 | $7.7B | 1.74% | |
| 15 | VVISA INC CL A | 18,721 | $6.4B | 1.44% | |
| 16 | NFLXNETFLIX INC | 5,273 | $6.3B | 1.42% | |
| 17 | NDQINVESCO QQQ ETF | 10,348 | $6.2B | 1.40% | |
| 18 | AAAUGOLDMAN SACHS PHYSICAL GOLD ETF | 148,630 | $5.7B | 1.27% | |
| 19 | METAMETA PLATFORMS INC CL A | 7,359 | $5.4B | 1.22% | |
| 20 | SYKSTRYKER CORP | 14,530 | $5.4B | 1.21% | |
| 21 | SPYSPDR S&P 500 ETF | 7,127 | $4.7B | 1.07% | |
| 22 | ORCLONTO INNOVATION INC | 32,227 | $4.2B | 0.94% | |
| 23 | TRVCCITIGROUP INC | 37,358 | $3.8B | 0.85% | |
| 24 | MRVLMARVELL TECHNOLOGY INC | 42,668 | $3.6B | 0.81% | |
| 25 | SHYISHARES 1-3 YR TREASURY BOND ETF | 41,664 | $3.5B | 0.78% | |
| 26 | VTIVANGUARD TOTAL STOCK MARKET ETF | 10,375 | $3.4B | 0.77% | |
| 27 | SPEMSPDR EMERGING MARKETS ETF | 71,002 | $3.3B | 0.75% | |
| 28 | COSTCOSTCO WHOLESALE CORP | 3,408 | $3.2B | 0.71% | |
| 29 | CRMSALESFORCE INC | 12,892 | $3.1B | 0.69% | |
| 30 | SPIBSPDR PORTFOLIO INTERMEDIATE TERM CORP BOND ETF | 67,842 | $2.3B | 0.52% | |
| 31 | TSLATESLA INC | 4,933 | $2.2B | 0.49% | |
| 32 | ADBEADOBE INC | 6,055 | $2.1B | 0.48% | |
| 33 | DISWALT DISNEY CO | 17,729 | $2.0B | 0.46% | |
| 34 | KOCOCA-COLA COMPANY | 30,345 | $2.0B | 0.45% | |
| 35 | RTXRTX CORP | 11,786 | $2.0B | 0.44% | |
| 36 | SPABSPDR AGGREGATE BOND ETF | 75,610 | $2.0B | 0.44% | |
| 37 | MAMASTERCARD INC CL A | 3,219 | $1.8B | 0.41% | |
| 38 | BACVERIZON COMMUNICATIONS INC | 40,953 | $1.8B | 0.40% | |
| 39 | EBAEBAY INC | 18,788 | $1.7B | 0.38% | |
| 40 | HONHONEYWELL INTL INC | 7,403 | $1.6B | 0.35% | |
| 41 | WMTWALMART INC | 13,352 | $1.4B | 0.31% | |
| 42 | TXNTEXAS INSTRUMENTS INC | 7,303 | $1.3B | 0.30% | |
| 43 | NOCNORTHROP GRUMMAN CORP | 2,095 | $1.3B | 0.29% | |
| 44 | PGPROCTER & GAMBLE CO | 7,664 | $1.2B | 0.26% | |
| 45 | VUGVANGUARD GROWTH ETF | 2,327 | $1.1B | 0.25% | |
| 46 | PYPLPAYPAL HOLDINGS INC | 16,572 | $1.1B | 0.25% | |
| 47 | CVXCHEVRON CORP | 7,009 | $1.1B | 0.24% | |
| 48 | GOOGLALPHABET INC CL A | 4,221 | $1.0B | 0.23% | |
| 49 | ASMLASML HOLDING NV NY REGISTRY SHS NEW 2012 | 1,029 | $995.8M | 0.22% | |
| 50 | VGITVANGUARD INTERMEDIATE TERM TREASURY INDEX ETF | 16,157 | $969.9M | 0.22% | |
| 51 | SMHVANECK SEMICONDUCTOR ETF | 2,934 | $957.5M | 0.22% | |
| 52 | NKENIKE INC CL B | 13,642 | $951.2M | 0.21% | |
| 53 | SBUXSTARBUCKS CORP | 11,004 | $930.9M | 0.21% | |
| 54 | USHYISHARES BROAD USD HIGH YIELD CORPORATE BD ETF | 24,363 | $920.4M | 0.21% | |
| 55 | MDTMEDTRONIC PLC | 9,362 | $891.6M | 0.20% | |
| 56 | WECWEC ENERGY GROUP INC | 7,685 | $880.6M | 0.20% | |
| 57 | VCSHVANGUARD SHORT TERM CORP BOND ETF | 10,328 | $825.5M | 0.19% | |
| 58 | GQ9SPDR GOLD TRUST GOLD SHARES | 2,273 | $808.0M | 0.18% | |
| 59 | AGGYWISDOMTREE YIELD ENHANCED U S AGGREGATE BOND ETF | 18,232 | $807.1M | 0.18% | |
| 60 | AMDADVANCED MICRO DEVICES INC | 4,900 | $792.8M | 0.18% | |
| 61 | LMTLOCKHEED MARTIN CORP | 1,546 | $771.8M | 0.17% | |
| 62 | XOMEXXON MOBIL CORP | 6,749 | $761.0M | 0.17% | |
| 63 | SPTSSPDR PORTFOLIO SHORT TERM TREASURY ETF | 24,932 | $731.0M | 0.16% | |
| 64 | IAU*ISHARES GOLD TRUST ETF | 9,195 | $669.1M | 0.15% | |
| 65 | JNJJOHNSON & JOHNSON | 3,516 | $651.9M | 0.15% | |
| 66 | KLACKLA CORP | 592 | $638.0M | 0.14% | |
| 67 | UNHUNITEDHEALTH GROUP INC | 1,730 | $597.4M | 0.13% | |
| 68 | VFHVANGUARD FINANCIALS ETF | 4,517 | $592.8M | 0.13% | |
| 69 | TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD SPON ADR | 2,091 | $584.0M | 0.13% | |
| 70 | MMM3M COMPANY | 3,567 | $553.5M | 0.12% | |
| 71 | VHTVANGUARD HEALTH CARE ETF | 1,943 | $504.3M | 0.11% | |
| 72 | SHAGWISDOMTREE YIELD ENHANCED U S SHORT TERM AGGREGATE BD ETF | 9,757 | $468.1M | 0.11% | |
| 73 | PFEPFIZER INC | 18,080 | $460.7M | 0.10% | |
| 74 | AVGOBROADCOM INC | 1,393 | $459.4M | 0.10% | |
| 75 | ROPROPER TECHNOLOGIES INC | 913 | $455.1M | 0.10% | |
| 76 | BPBP PLC SPON ADR | 13,190 | $454.5M | 0.10% | |
| 77 | LRCXLAM RESEARCH CORP | 3,329 | $445.8M | 0.10% | |
| 78 | TAT&T INC | 15,363 | $433.8M | 0.10% | |
| 79 | MUMICRON TECHNOLOGY INC | 2,587 | $432.8M | 0.10% | |
| 80 | DEDEERE & CO | 871 | $398.4M | 0.09% | |
| 81 | JEPIJPMORGAN EQUITY PREMIUM INCOME ETF | 6,922 | $395.2M | 0.09% | |
| 82 | NEENEXTERA ENERGY INC | 5,067 | $382.5M | 0.09% | |
| 83 | MCDMCDONALDS CORP | 1,222 | $371.4M | 0.08% | |
| 84 | VAWVANGUARD MATERIALS ETF | 1,802 | $369.2M | 0.08% | |
| 85 | VOOVANGUARD S&P 500 INDEX ETF | 555 | $339.9M | 0.08% | |
| 86 | VISVANGUARD INDUSTRIALS ETF | 1,110 | $328.8M | 0.07% | |
| 87 | VYMVANGUARD HIGH DIVIDEND YIELD ETF | 2,104 | $296.6M | 0.07% | |
| 88 | XLKTECHNOLOGY SELECT SECTOR SPDR ETF | 980 | $276.2M | 0.06% | |
| 89 | ULSTSPDR SSGA ULTRA SHORT TERM BOND ETF | 6,427 | $261.5M | 0.06% | |
| 90 | LNGCHENIERE ENERGY INC | 1,088 | $255.7M | 0.06% | |
| 91 | VTVVANGUARD VALUE ETF | 1,305 | $243.4M | 0.05% | |
| 92 | WMWASTE MANAGEMENT INC DEL | 1,077 | $237.7M | 0.05% | |
| 93 | WFCWELLS FARGO & CO | 2,784 | $233.4M | 0.05% | |
| 94 | IBITISHARES BITCOIN TRUST ETF | 3,537 | $229.9M | 0.05% | |
| 95 | FFORD MOTOR CO | 19,071 | $228.1M | 0.05% | |
| 96 | ROBOROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF | 3,438 | $225.4M | 0.05% | |
| 97 | KMBKIMBERLY CLARK CORP | 1,733 | $215.5M | 0.05% | |
| 98 | ACVFAMERICAN CONSERVATIVE VALUES ETF | 4,352 | $214.6M | 0.05% | |
| 99 | SPYVSPDR PORTFOLIO S&P 500 VALUE ETF | 3,867 | $214.0M | 0.05% | |
| 100 | VLOVALERO ENERGY CORP | 1,107 | $188.6M | 0.04% |
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