Winch Advisory Services, LLC Top Holdings and 13F Report (2025) About Winch Advisory Services, LLCInvestment ActivityWinch 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 $43,529,674NVIDIA $33,147,073Vanguard Short-Term Treasury ETF $28,510,222Vanguard Intermediate-Term Corporate Bond ETF $25,064,190Apple $23,176,602 Largest New Holdings this Quarter 25820R105 - Dorchester Minerals $27,860 Holding26929P107 - EWSB BANCORP INC $8,450 Holding06849F108 - BARRICK MINING CORP $4,805 Holding26142V105 - DraftKings $2,573 Holding03945R102 - 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 TimeMap of 500 Largest Holdings ofWinch Advisory Services, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$43,529,674$225,269 ▼-0.5%581,24810.6%ETFNVDANVIDIA$33,147,073$466,228 ▼-1.4%209,8058.1%Computer and TechnologyVGSHVanguard Short-Term Treasury ETF$28,510,222$75,473 ▲0.3%485,0337.0%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$25,064,190$446,938 ▲1.8%302,2706.1%ETFAAPLApple$23,176,602$521,542 ▼-2.2%112,9635.7%Computer and TechnologyBILSPDR Bloomberg 1-3 Month T-Bill ETF$21,821,986$1,438,691 ▼-6.2%237,8945.3%ETFCGMSCapital Group U.S. Multi-Sector Income ETF$20,478,457$235,930 ▲1.2%741,4365.0%ETFMSFTMicrosoft$20,348,844$434,235 ▼-2.1%40,9105.0%Computer and TechnologyAMZNAmazon.com$18,086,425$296,394 ▼-1.6%82,4404.4%Retail/WholesaleSHViShares Short Treasury Bond ETF$12,331,710$246,016 ▼-2.0%111,6803.0%ETFBRK.BBerkshire Hathaway$12,004,868$284,662 ▼-2.3%24,7132.9%FinanceGOOGAlphabet$11,368,765$93,485 ▼-0.8%64,0892.8%Computer and TechnologyJPMJPMorgan Chase & Co.$7,013,356$34,788 ▼-0.5%24,1921.7%FinanceNFLXNetflix$6,989,539$195,530 ▼-2.7%5,2191.7%Consumer DiscretionaryGBILGoldman Sachs Access Treasury 0-1 Year ETF$6,779,004$1,887,113 ▲38.6%67,6891.7%ETFVVisa$6,628,684$140,243 ▼-2.1%18,6701.6%Business ServicesSYKStryker$5,706,540$50,640 ▼-0.9%14,4241.4%MedicalQQQInvesco QQQ$5,664,944$199,147 ▲3.6%10,2691.4%FinanceMETAMeta Platforms$5,343,985$56,835 ▼-1.1%7,2401.3%Computer and TechnologyAAAUGoldman Sachs Physical Gold ETF$4,830,243$59,674 ▼-1.2%147,8041.2%FinanceSPYSPDR S&P 500 ETF Trust$4,427,187$297,823 ▲7.2%7,1651.1%FinanceCRMSalesforce$3,517,876$45,538 ▼-1.3%12,9010.9%Computer and TechnologySHYiShares 1-3 Year Treasury Bond ETF$3,456,356$16,986 ▲0.5%41,7130.8%ManufacturingMRVLMarvell Technology$3,393,718$69,659 ▼-2.0%43,8470.8%Computer and TechnologyCOSTCostco Wholesale$3,227,593$10,891 ▼-0.3%3,2600.8%Retail/WholesaleCCitigroup$3,181,070$19,152 ▲0.6%37,3720.8%Financial ServicesVTIVanguard Total Stock Market ETF$3,168,861$7,598 ▲0.2%10,4260.8%ETFSPEMSPDR Portfolio Emerging Markets ETF$3,005,959$53,169 ▲1.8%70,3310.7%ETFADBEAdobe$2,343,608$62,672 ▼-2.6%6,0580.6%Computer and TechnologyDISWalt Disney$2,208,050$72,672 ▼-3.2%17,8050.5%Consumer DiscretionaryKOCocaCola$2,112,018$39,974 ▼-1.9%29,8520.5%Consumer StaplesSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$2,095,786$105,038 ▼-4.8%62,4120.5%ETFMAMastercard$1,810,925$13,485 ▲0.8%3,2230.4%Business ServicesSPABSPDR Portfolio Aggregate Bond ETF$1,748,744$79,719 ▼-4.4%68,3100.4%ETFRTXRTX$1,721,878$39,864 ▼-2.3%11,7920.4%AerospaceHONHoneywell International$1,686,771$37,028 ▼-2.1%7,2430.4%Multi-Sector ConglomeratesVZVerizon Communications$1,649,304$25,053 ▲1.5%38,1170.4%Computer and TechnologyTXNTexas Instruments$1,496,597$57,098 ▼-3.7%7,2080.4%Computer and TechnologyTSLATesla$1,479,9780.0%4,6590.4%Auto/Tires/TrucksEBAYeBay$1,391,714$8,414 ▼-0.6%18,6910.3%Retail/WholesalePYPLPayPal$1,232,151$51,206 ▼-4.0%16,5790.3%Business ServicesWMTWalmart$1,209,475$6,943 ▲0.6%12,3690.3%Retail/WholesalePGProcter & Gamble$1,171,728$8,284 ▼-0.7%7,3550.3%Consumer StaplesNOCNorthrop Grumman$1,027,752$4,999 ▼-0.5%2,0560.3%AerospaceSBUXStarbucks$997,004$45,356 ▼-4.4%10,8810.2%Retail/WholesaleNKENIKE$964,336$42,907 ▼-4.3%13,5750.2%Consumer DiscretionaryCVXChevron$954,040$22,623 ▲2.4%6,6630.2%EnergyVUGVanguard Growth ETF$918,059$82,862 ▲9.9%2,0940.2%ETFUSHYiShares Broad USD High Yield Corporate Bond ETF$874,615$28,432 ▼-3.1%23,3170.2%ETFVGITVanguard Intermediate-Term Treasury ETF$866,099$8,373 ▲1.0%14,4810.2%ETFMDTMedtronic$815,149$21,270 ▼-2.5%9,3510.2%MedicalVCSHVanguard Short-Term Corporate Bond ETF$813,417$8,904 ▲1.1%10,2320.2%ETFWECWEC Energy Group$794,108$6,565 ▲0.8%7,6210.2%UtilitiesSMHVanEck Semiconductor ETF$779,146$8,087 ▲1.0%2,7940.2%ManufacturingGOOGLAlphabet$770,325$4,230 ▲0.6%4,3710.2%Computer and TechnologySPTSSPDR Portfolio Short Term Treasury ETF$724,275$7,440 ▲1.0%24,7280.2%ETFGLDSPDR Gold Shares$723,362$15,242 ▼-2.1%2,3730.2%FinanceXOMExxon Mobil$723,169$8,193 ▲1.1%6,7080.2%EnergyAGGYWisdomTree Yield Enhanced U.S. Aggregate Bond Fund$705,998$54,234 ▼-7.1%16,1810.2%FinanceASMLASML$705,076$801 ▲0.1%8800.2%Computer and TechnologyLMTLockheed Martin$637,041$6,950 ▲1.1%1,3750.2%AerospaceAMDAdvanced Micro Devices$634,435$44,131 ▲7.5%4,4710.2%Computer and TechnologyIAUiShares Gold Trust$573,4000.0%9,1950.1%FinanceVFHVanguard Financials ETF$573,179$2,164 ▲0.4%4,5030.1%ETFMMM3M$542,9590.0%3,5660.1%Multi-Sector ConglomeratesKLACKLA$529,830$895 ▲0.2%5920.1%Computer and TechnologyJNJJohnson & Johnson$514,932$1,222 ▲0.2%3,3710.1%MedicalROPRoper Technologies$503,048$32,327 ▼-6.0%8870.1%Computer and TechnologyVHTVanguard Health Care ETF$480,375$4,223 ▼-0.9%1,9340.1%ETFSHAGWisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund$463,419$5,074 ▲1.1%9,6810.1%FinanceUNHUnitedHealth Group$461,709$250,820 ▲118.9%1,4800.1%MedicalTSMTaiwan Semiconductor Manufacturing$456,094$9,964 ▲2.2%2,0140.1%Computer and TechnologyDEDeere & Company$455,548$1,525 ▲0.3%8960.1%IndustrialsPFEPfizer$424,214$27,948 ▼-6.2%17,5010.1%MedicalBPBP$388,810$3,981 ▲1.0%12,9910.1%EnergyTAT&T$380,108$2,720 ▲0.7%13,1340.1%Computer and TechnologyMCDMcDonald's$367,490$876 ▲0.2%1,2580.1%Retail/WholesaleNEENextEra Energy$353,010$29,921 ▲9.3%5,0850.1%UtilitiesVAWVanguard Materials ETF$349,811$5,067 ▼-1.4%1,7950.1%ETFLAM RESEARCH CORP$323,766$1,655 ▲0.5%3,3260.1%COMJEPIJPMorgan Equity Premium Income ETF$318,360$625 ▼-0.2%5,6000.1%ETFVOOVanguard S&P 500 ETF$314,494$307,682 ▲4,516.7%5540.1%ETFVISVanguard Industrials ETF$310,050$840 ▲0.3%1,1070.1%ETFAVGOBroadcom$262,332$4,133 ▲1.6%9520.1%Computer and TechnologyVYMVanguard High Dividend Yield ETF$259,549$21,862 ▲9.2%1,9470.1%ETFULSTSPDR SSgA Ultra Short Term Bond ETF$258,405$2,846 ▲1.1%6,3550.1%ETFWMWaste Management$257,406$458 ▲0.2%1,1250.1%Business ServicesXLKTechnology Select Sector SPDR Fund$247,882$253 ▲0.1%9790.1%ETFCHENIERE ENERGY INC$247,721$244 ▲0.1%1,0170.1%COMMUMicron Technology$244,278$18,487 ▲8.2%1,9820.1%Computer and TechnologyVTVVanguard Value ETF$230,052$18,553 ▲8.8%1,3020.1%ETFKMBKimberly-Clark$223,349$1,418 ▲0.6%1,7320.1%Consumer StaplesWFCWells Fargo & Company$221,929$1,122 ▲0.5%2,7700.1%FinanceISHARES BITCOIN TRUST ETF$216,500$1,959 ▼-0.9%3,5370.1%ETFSPYVSPDR Portfolio S&P 500 Value ETF$211,669$837 ▲0.4%4,0440.1%ETFROBOROBO Global Robotics & Automation ETF$205,5470.0%3,4380.1%ETFACVFAmerican Conservative Values ETF$204,965$283 ▲0.1%4,3460.1%ETFFFord Motor$204,840$2,409 ▲1.2%18,8790.1%Auto/Tires/TrucksLYBLyondellBasell Industries$184,705$4,224 ▲2.3%3,1920.0%Basic MaterialsDIASPDR Dow Jones Industrial Average ETF Trust$171,635$440 ▲0.3%3900.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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