Winch Advisory Services, LLC Top Holdings and 13F Report (2025)

About Winch Advisory Services, LLC

Investment Activity

Winch Advisory Services, LLC has $409.55 million in total holdings as of June 30, 2025.
Winch Advisory Services, LLC owns shares of 510 different stocks, but just 23 companies or ETFs make up 80% of its holdings.
Approximately 1.19% of the portfolio was purchased this quarter.
About 1.41% of the portfolio was sold this quarter.
This quarter, Winch Advisory Services, LLC has purchased 504 new stocks and bought additional shares in 212 stocks.
Winch Advisory Services, LLC sold shares of 63 stocks and completely divested from 23 stocks this quarter.

Largest Holdings

SPDR Portfolio S&P 1500 Composite Stock Market ETF: $43,529,674
NVIDIA: $33,147,073
Vanguard Short-Term Treasury ETF: $28,510,222
Vanguard Intermediate-Term Corporate Bond ETF: $25,064,190
Apple: $23,176,602

Largest New Holdings this Quarter

25820R105 - Dorchester Minerals: $27,860 Holding
26929P107 - EWSB BANCORP INC: $8,450 Holding
06849F108 - BARRICK MINING CORP: $4,805 Holding
26142V105 - DraftKings: $2,573 Holding
03945R102 - Archer Aviation: $2,170 Holding

Largest Purchases this Quarter

Goldman Sachs Access Treasury 0-1 Year ETF: 18,843 shares (about $1.89M)
Vanguard Intermediate-Term Corporate Bond ETF: 5,390 shares (about $446.94K)
Vanguard S&P 500 ETF: 542 shares (about $307.68K)
SPDR S&P 500 ETF Trust: 482 shares (about $297.82K)
UnitedHealth Group: 804 shares (about $250.82K)

Largest Sales this Quarter

SPDR Bloomberg 1-3 Month T-Bill ETF: 15,684 shares (about $1.44M)
Apple: 2,542 shares (about $521.54K)
NVIDIA: 2,951 shares (about $466.23K)
Microsoft: 873 shares (about $434.23K)
Amazon.com: 1,351 shares (about $296.39K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF	$43,529,674	$225,269 ▼	-0.5%	581,248	10.6%	ETF
NVDA NVIDIA	$33,147,073	$466,228 ▼	-1.4%	209,805	8.1%	Computer and Technology
VGSH Vanguard Short-Term Treasury ETF	$28,510,222	$75,473 ▲	0.3%	485,033	7.0%	ETF
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$25,064,190	$446,938 ▲	1.8%	302,270	6.1%	ETF
AAPL Apple	$23,176,602	$521,542 ▼	-2.2%	112,963	5.7%	Computer and Technology
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$21,821,986	$1,438,691 ▼	-6.2%	237,894	5.3%	ETF
CGMS Capital Group U.S. Multi-Sector Income ETF	$20,478,457	$235,930 ▲	1.2%	741,436	5.0%	ETF
MSFT Microsoft	$20,348,844	$434,235 ▼	-2.1%	40,910	5.0%	Computer and Technology
AMZN Amazon.com	$18,086,425	$296,394 ▼	-1.6%	82,440	4.4%	Retail/Wholesale
SHV iShares Short Treasury Bond ETF	$12,331,710	$246,016 ▼	-2.0%	111,680	3.0%	ETF
BRK.B Berkshire Hathaway	$12,004,868	$284,662 ▼	-2.3%	24,713	2.9%	Finance
GOOG Alphabet	$11,368,765	$93,485 ▼	-0.8%	64,089	2.8%	Computer and Technology
JPM JPMorgan Chase & Co.	$7,013,356	$34,788 ▼	-0.5%	24,192	1.7%	Finance
NFLX Netflix	$6,989,539	$195,530 ▼	-2.7%	5,219	1.7%	Consumer Discretionary
GBIL Goldman Sachs Access Treasury 0-1 Year ETF	$6,779,004	$1,887,113 ▲	38.6%	67,689	1.7%	ETF
V Visa	$6,628,684	$140,243 ▼	-2.1%	18,670	1.6%	Business Services
SYK Stryker	$5,706,540	$50,640 ▼	-0.9%	14,424	1.4%	Medical
QQQ Invesco QQQ	$5,664,944	$199,147 ▲	3.6%	10,269	1.4%	Finance
META Meta Platforms	$5,343,985	$56,835 ▼	-1.1%	7,240	1.3%	Computer and Technology
AAAU Goldman Sachs Physical Gold ETF	$4,830,243	$59,674 ▼	-1.2%	147,804	1.2%	Finance
SPY SPDR S&P 500 ETF Trust	$4,427,187	$297,823 ▲	7.2%	7,165	1.1%	Finance
CRM Salesforce	$3,517,876	$45,538 ▼	-1.3%	12,901	0.9%	Computer and Technology
SHY iShares 1-3 Year Treasury Bond ETF	$3,456,356	$16,986 ▲	0.5%	41,713	0.8%	Manufacturing
MRVL Marvell Technology	$3,393,718	$69,659 ▼	-2.0%	43,847	0.8%	Computer and Technology
COST Costco Wholesale	$3,227,593	$10,891 ▼	-0.3%	3,260	0.8%	Retail/Wholesale
C Citigroup	$3,181,070	$19,152 ▲	0.6%	37,372	0.8%	Financial Services
VTI Vanguard Total Stock Market ETF	$3,168,861	$7,598 ▲	0.2%	10,426	0.8%	ETF
SPEM SPDR Portfolio Emerging Markets ETF	$3,005,959	$53,169 ▲	1.8%	70,331	0.7%	ETF
ADBE Adobe	$2,343,608	$62,672 ▼	-2.6%	6,058	0.6%	Computer and Technology
DIS Walt Disney	$2,208,050	$72,672 ▼	-3.2%	17,805	0.5%	Consumer Discretionary
KO CocaCola	$2,112,018	$39,974 ▼	-1.9%	29,852	0.5%	Consumer Staples
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF	$2,095,786	$105,038 ▼	-4.8%	62,412	0.5%	ETF
MA Mastercard	$1,810,925	$13,485 ▲	0.8%	3,223	0.4%	Business Services
SPAB SPDR Portfolio Aggregate Bond ETF	$1,748,744	$79,719 ▼	-4.4%	68,310	0.4%	ETF
RTX RTX	$1,721,878	$39,864 ▼	-2.3%	11,792	0.4%	Aerospace
HON Honeywell International	$1,686,771	$37,028 ▼	-2.1%	7,243	0.4%	Multi-Sector Conglomerates
VZ Verizon Communications	$1,649,304	$25,053 ▲	1.5%	38,117	0.4%	Computer and Technology
TXN Texas Instruments	$1,496,597	$57,098 ▼	-3.7%	7,208	0.4%	Computer and Technology
TSLA Tesla	$1,479,978		0.0%	4,659	0.4%	Auto/Tires/Trucks
EBAY eBay	$1,391,714	$8,414 ▼	-0.6%	18,691	0.3%	Retail/Wholesale
PYPL PayPal	$1,232,151	$51,206 ▼	-4.0%	16,579	0.3%	Business Services
WMT Walmart	$1,209,475	$6,943 ▲	0.6%	12,369	0.3%	Retail/Wholesale
PG Procter & Gamble	$1,171,728	$8,284 ▼	-0.7%	7,355	0.3%	Consumer Staples
NOC Northrop Grumman	$1,027,752	$4,999 ▼	-0.5%	2,056	0.3%	Aerospace
SBUX Starbucks	$997,004	$45,356 ▼	-4.4%	10,881	0.2%	Retail/Wholesale
NKE NIKE	$964,336	$42,907 ▼	-4.3%	13,575	0.2%	Consumer Discretionary
CVX Chevron	$954,040	$22,623 ▲	2.4%	6,663	0.2%	Energy
VUG Vanguard Growth ETF	$918,059	$82,862 ▲	9.9%	2,094	0.2%	ETF
USHY iShares Broad USD High Yield Corporate Bond ETF	$874,615	$28,432 ▼	-3.1%	23,317	0.2%	ETF
VGIT Vanguard Intermediate-Term Treasury ETF	$866,099	$8,373 ▲	1.0%	14,481	0.2%	ETF
MDT Medtronic	$815,149	$21,270 ▼	-2.5%	9,351	0.2%	Medical
VCSH Vanguard Short-Term Corporate Bond ETF	$813,417	$8,904 ▲	1.1%	10,232	0.2%	ETF
WEC WEC Energy Group	$794,108	$6,565 ▲	0.8%	7,621	0.2%	Utilities
SMH VanEck Semiconductor ETF	$779,146	$8,087 ▲	1.0%	2,794	0.2%	Manufacturing
GOOGL Alphabet	$770,325	$4,230 ▲	0.6%	4,371	0.2%	Computer and Technology
SPTS SPDR Portfolio Short Term Treasury ETF	$724,275	$7,440 ▲	1.0%	24,728	0.2%	ETF
GLD SPDR Gold Shares	$723,362	$15,242 ▼	-2.1%	2,373	0.2%	Finance
XOM Exxon Mobil	$723,169	$8,193 ▲	1.1%	6,708	0.2%	Energy
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	$705,998	$54,234 ▼	-7.1%	16,181	0.2%	Finance
ASML ASML	$705,076	$801 ▲	0.1%	880	0.2%	Computer and Technology
LMT Lockheed Martin	$637,041	$6,950 ▲	1.1%	1,375	0.2%	Aerospace
AMD Advanced Micro Devices	$634,435	$44,131 ▲	7.5%	4,471	0.2%	Computer and Technology
IAU iShares Gold Trust	$573,400		0.0%	9,195	0.1%	Finance
VFH Vanguard Financials ETF	$573,179	$2,164 ▲	0.4%	4,503	0.1%	ETF
MMM 3M	$542,959		0.0%	3,566	0.1%	Multi-Sector Conglomerates
KLAC KLA	$529,830	$895 ▲	0.2%	592	0.1%	Computer and Technology
JNJ Johnson & Johnson	$514,932	$1,222 ▲	0.2%	3,371	0.1%	Medical
ROP Roper Technologies	$503,048	$32,327 ▼	-6.0%	887	0.1%	Computer and Technology
VHT Vanguard Health Care ETF	$480,375	$4,223 ▼	-0.9%	1,934	0.1%	ETF
SHAG WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund	$463,419	$5,074 ▲	1.1%	9,681	0.1%	Finance
UNH UnitedHealth Group	$461,709	$250,820 ▲	118.9%	1,480	0.1%	Medical
TSM Taiwan Semiconductor Manufacturing	$456,094	$9,964 ▲	2.2%	2,014	0.1%	Computer and Technology
DE Deere & Company	$455,548	$1,525 ▲	0.3%	896	0.1%	Industrials
PFE Pfizer	$424,214	$27,948 ▼	-6.2%	17,501	0.1%	Medical
BP BP	$388,810	$3,981 ▲	1.0%	12,991	0.1%	Energy
T AT&T	$380,108	$2,720 ▲	0.7%	13,134	0.1%	Computer and Technology
MCD McDonald's	$367,490	$876 ▲	0.2%	1,258	0.1%	Retail/Wholesale
NEE NextEra Energy	$353,010	$29,921 ▲	9.3%	5,085	0.1%	Utilities
VAW Vanguard Materials ETF	$349,811	$5,067 ▼	-1.4%	1,795	0.1%	ETF
LAM RESEARCH CORP	$323,766	$1,655 ▲	0.5%	3,326	0.1%	COM
JEPI JPMorgan Equity Premium Income ETF	$318,360	$625 ▼	-0.2%	5,600	0.1%	ETF
VOO Vanguard S&P 500 ETF	$314,494	$307,682 ▲	4,516.7%	554	0.1%	ETF
VIS Vanguard Industrials ETF	$310,050	$840 ▲	0.3%	1,107	0.1%	ETF
AVGO Broadcom	$262,332	$4,133 ▲	1.6%	952	0.1%	Computer and Technology
VYM Vanguard High Dividend Yield ETF	$259,549	$21,862 ▲	9.2%	1,947	0.1%	ETF
ULST SPDR SSgA Ultra Short Term Bond ETF	$258,405	$2,846 ▲	1.1%	6,355	0.1%	ETF
WM Waste Management	$257,406	$458 ▲	0.2%	1,125	0.1%	Business Services
XLK Technology Select Sector SPDR Fund	$247,882	$253 ▲	0.1%	979	0.1%	ETF
CHENIERE ENERGY INC	$247,721	$244 ▲	0.1%	1,017	0.1%	COM
MU Micron Technology	$244,278	$18,487 ▲	8.2%	1,982	0.1%	Computer and Technology
VTV Vanguard Value ETF	$230,052	$18,553 ▲	8.8%	1,302	0.1%	ETF
KMB Kimberly-Clark	$223,349	$1,418 ▲	0.6%	1,732	0.1%	Consumer Staples
WFC Wells Fargo & Company	$221,929	$1,122 ▲	0.5%	2,770	0.1%	Finance
ISHARES BITCOIN TRUST ETF	$216,500	$1,959 ▼	-0.9%	3,537	0.1%	ETF
SPYV SPDR Portfolio S&P 500 Value ETF	$211,669	$837 ▲	0.4%	4,044	0.1%	ETF
ROBO ROBO Global Robotics & Automation ETF	$205,547		0.0%	3,438	0.1%	ETF
ACVF American Conservative Values ETF	$204,965	$283 ▲	0.1%	4,346	0.1%	ETF
F Ford Motor	$204,840	$2,409 ▲	1.2%	18,879	0.1%	Auto/Tires/Trucks
LYB LyondellBasell Industries	$184,705	$4,224 ▲	2.3%	3,192	0.0%	Basic Materials
DIA SPDR Dow Jones Industrial Average ETF Trust	$171,635	$440 ▲	0.3%	390	0.0%	Finance

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Winch Advisory Services, LLC Top Holdings and 13F Report (2025)

About Winch Advisory Services, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Winch Advisory Services, LLC Top Holdings and 13F Report (2025)

About Winch Advisory Services, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofWinch Advisory Services, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools