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

About Winch Advisory Services, LLC

Investment Activity

Winch Advisory Services, LLC has $378.24 million in total holdings as of March 31, 2025.
Winch Advisory Services, LLC owns shares of 504 different stocks, but just 23 companies or ETFs make up 80% of its holdings.
Approximately 6.11% of the portfolio was purchased this quarter.
About 3.12% of the portfolio was sold this quarter.
This quarter, Winch Advisory Services, LLC has purchased 554 new stocks and bought additional shares in 183 stocks.
Winch Advisory Services, LLC sold shares of 74 stocks and completely divested from 76 stocks this quarter.

Largest Holdings

SPDR Portfolio S&P 1500 Composite Stock Market ETF: $39,735,230
Vanguard Short-Term Treasury ETF: $28,391,231
Apple: $25,657,204
Vanguard Intermediate-Term Corporate Bond ETF: $24,272,918
SPDR Bloomberg 1-3 Month T-Bill ETF: $23,260,664

Largest New Holdings this Quarter

464287150 - iShares Core S&P Total U.S. Stock Market ETF: $50,293 Holding
902788108 - UMB Financial: $23,618 Holding
92537N108 - Vertiv: $14,880 Holding
808524805 - Schwab International Equity ETF: $12,006 Holding
91232N207 - United States Oil Fund: $7,424 Holding

Largest Purchases this Quarter

Vanguard Short-Term Treasury ETF: 173,624 shares (about $10.19M)
SPDR Bloomberg 1-3 Month T-Bill ETF: 82,148 shares (about $7.54M)
Vanguard Intermediate-Term Corporate Bond ETF: 9,396 shares (about $768.22K)
SPDR Portfolio S&P 1500 Composite Stock Market ETF: 10,628 shares (about $722.81K)
Goldman Sachs Access Treasury 0-1 Year ETF: 6,295 shares (about $630.63K)

Largest Sales this Quarter

Invesco QQQ: 17,879 shares (about $8.38M)
Apple: 3,438 shares (about $763.69K)
NVIDIA: 4,378 shares (about $474.49K)
Amazon.com: 2,451 shares (about $466.33K)
Visa: 505 shares (about $176.98K)

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	$39,735,230	$722,810 ▲	1.9%	584,256	10.5%	ETF
VGSH Vanguard Short-Term Treasury ETF	$28,391,231	$10,189,993 ▲	56.0%	483,749	7.5%	ETF
AAPL Apple	$25,657,204	$763,685 ▼	-2.9%	115,505	6.8%	Computer and Technology
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$24,272,918	$768,217 ▲	3.3%	296,880	6.4%	ETF
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$23,260,664	$7,535,421 ▲	47.9%	253,578	6.1%	ETF
NVDA NVIDIA	$23,058,499	$474,488 ▼	-2.0%	212,756	6.1%	Computer and Technology
CGMS Capital Group U.S. Multi-Sector Income ETF	$20,007,986	$372,672 ▲	1.9%	732,894	5.3%	ETF
AMZN Amazon.com	$15,942,103	$466,328 ▼	-2.8%	83,791	4.2%	Retail/Wholesale
MSFT Microsoft	$15,685,032	$84,088 ▼	-0.5%	41,783	4.1%	Computer and Technology
BRK.B Berkshire Hathaway	$13,473,779	$121,961 ▼	-0.9%	25,299	3.6%	Finance
SHV iShares Short Treasury Bond ETF	$12,582,287	$78,095 ▲	0.6%	113,908	3.3%	ETF
GOOG Alphabet	$10,094,996	$104,987 ▼	-1.0%	64,616	2.7%	Computer and Technology
V Visa	$6,681,584	$176,984 ▼	-2.6%	19,065	1.8%	Business Services
JPM JPMorgan Chase & Co.	$5,963,780	$26,738 ▼	-0.4%	24,312	1.6%	Finance
SYK Stryker	$5,417,060	$67,006 ▼	-1.2%	14,552	1.4%	Medical
NFLX Netflix	$5,002,989	$147,339 ▼	-2.9%	5,365	1.3%	Consumer Discretionary
GBIL Goldman Sachs Access Treasury 0-1 Year ETF	$4,893,391	$630,633 ▲	14.8%	48,846	1.3%	ETF
QQQ Invesco QQQ	$4,646,166	$8,384,013 ▼	-64.3%	9,908	1.2%	Finance
AAAU Goldman Sachs Physical Gold ETF	$4,620,574	$2,223 ▲	0.0%	149,630	1.2%	Finance
META Meta Platforms	$4,217,241	$10,375 ▲	0.2%	7,317	1.1%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$3,738,273	$185,152 ▲	5.2%	6,683	1.0%	Finance
CRM Salesforce	$3,506,849	$26,299 ▲	0.8%	13,068	0.9%	Computer and Technology
SHY iShares 1-3 Year Treasury Bond ETF	$3,433,957	$5,212 ▼	-0.2%	41,508	0.9%	Manufacturing
COST Costco Wholesale	$3,094,085	$34,053 ▲	1.1%	3,271	0.8%	Retail/Wholesale
VTI Vanguard Total Stock Market ETF	$2,858,738	$116,262 ▲	4.2%	10,401	0.8%	ETF
MRVL Marvell Technology	$2,755,059	$38,727 ▲	1.4%	44,747	0.7%	Computer and Technology
SPEM SPDR Portfolio Emerging Markets ETF	$2,719,969	$36,457 ▲	1.4%	69,087	0.7%	ETF
C Citigroup	$2,637,031	$8,874 ▼	-0.3%	37,147	0.7%	Finance
ADBE Adobe	$2,385,680	$1,918 ▲	0.1%	6,220	0.6%	Computer and Technology
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF	$2,178,543	$188,902 ▲	9.5%	65,540	0.6%	ETF
KO Coca-Cola	$2,178,476	$573 ▼	0.0%	30,417	0.6%	Consumer Staples
SPAB SPDR Portfolio Aggregate Bond ETF	$1,824,160	$122,234 ▲	7.2%	71,424	0.5%	ETF
DIS Walt Disney	$1,815,215	$9,673 ▼	-0.5%	18,391	0.5%	Consumer Discretionary
MA Mastercard	$1,753,228	$30,691 ▼	-1.7%	3,199	0.5%	Business Services
VZ Verizon Communications	$1,702,706	$92,624 ▲	5.8%	37,538	0.5%	Computer and Technology
RTX RTX	$1,598,091	$5,961 ▼	-0.4%	12,065	0.4%	Aerospace
HON Honeywell International	$1,567,423	$59,715 ▲	4.0%	7,402	0.4%	Multi-Sector Conglomerates
TXN Texas Instruments	$1,344,630	$719 ▼	-0.1%	7,483	0.4%	Computer and Technology
EBAY eBay	$1,273,565	$1,625 ▼	-0.1%	18,804	0.3%	Retail/Wholesale
PG Procter & Gamble	$1,262,222	$5,283 ▲	0.4%	7,407	0.3%	Consumer Staples
TSLA Tesla	$1,207,426	$10,626 ▼	-0.9%	4,659	0.3%	Auto/Tires/Trucks
PYPL PayPal	$1,126,737	$28,775 ▲	2.6%	17,268	0.3%	Computer and Technology
SBUX Starbucks	$1,115,858	$4,414 ▼	-0.4%	11,376	0.3%	Retail/Wholesale
CVX Chevron	$1,088,148	$52,860 ▲	5.1%	6,505	0.3%	Energy
WMT Walmart	$1,079,654	$48,724 ▲	4.7%	12,298	0.3%	Retail/Wholesale
NOC Northrop Grumman	$1,057,704	$30,205 ▲	2.9%	2,066	0.3%	Aerospace
NKE NIKE	$900,070	$23,233 ▲	2.6%	14,179	0.2%	Consumer Discretionary
USHY iShares Broad USD High Yield Corporate Bond ETF	$886,216	$116,727 ▼	-11.6%	24,075	0.2%	ETF
MDT Medtronic	$862,245	$21,028 ▲	2.5%	9,595	0.2%	Medical
VGIT Vanguard Intermediate-Term Treasury ETF	$851,849	$103,296 ▲	13.8%	14,341	0.2%	ETF
WEC WEC Energy Group	$823,668	$654 ▼	-0.1%	7,558	0.2%	Utilities
VCSH Vanguard Short-Term Corporate Bond ETF	$798,855	$7,578 ▼	-0.9%	10,120	0.2%	ETF
XOM Exxon Mobil	$788,724	$25,331 ▲	3.3%	6,632	0.2%	Energy
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	$756,708	$30,444 ▲	4.2%	17,424	0.2%	Finance
SPTS SPDR Portfolio Short Term Treasury ETF	$715,628	$8,187 ▼	-1.1%	24,474	0.2%	ETF
VUG Vanguard Growth ETF	$706,489	$15,947 ▲	2.3%	1,905	0.2%	ETF
GLD SPDR Gold Shares	$698,163		0.0%	2,423	0.2%	Finance
GOOGL Alphabet	$672,219	$6,031 ▼	-0.9%	4,347	0.2%	Computer and Technology
LMT Lockheed Martin	$607,461	$330,977 ▲	119.7%	1,360	0.2%	Aerospace
SMH VanEck Semiconductor ETF	$584,681	$22,415 ▲	4.0%	2,765	0.2%	Manufacturing
ASML ASML	$582,192	$153,662 ▲	35.9%	879	0.2%	Computer and Technology
JNJ Johnson & Johnson	$557,715	$7,794 ▲	1.4%	3,363	0.1%	Medical
ROP Roper Technologies	$556,819	$11,797 ▲	2.2%	944	0.1%	Computer and Technology
IAU iShares Gold Trust	$542,137		0.0%	9,195	0.1%	Finance
VFH Vanguard Financials ETF	$535,934	$2,270 ▲	0.4%	4,486	0.1%	ETF
MMM 3M	$523,698	$147 ▲	0.0%	3,566	0.1%	Multi-Sector Conglomerates
VHT Vanguard Health Care ETF	$516,469	$1,853 ▲	0.4%	1,951	0.1%	ETF
PFE Pfizer	$472,697	$35,198 ▲	8.0%	18,654	0.1%	Medical
SHAG WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund	$455,765	$9,853 ▼	-2.1%	9,575	0.1%	Finance
BP BP	$434,485	$2,906 ▲	0.7%	12,858	0.1%	Energy
AMD Advanced Micro Devices	$427,398	$183,185 ▲	75.0%	4,160	0.1%	Computer and Technology
DE Deere & Company	$419,062	$5,162 ▼	-1.2%	893	0.1%	Industrials
KLAC KLA	$402,077		0.0%	591	0.1%	Computer and Technology
MCD McDonald's	$392,112	$312 ▲	0.1%	1,255	0.1%	Retail/Wholesale
T AT&T	$368,781	$7,523 ▲	2.1%	13,040	0.1%	Computer and Technology
UNH UnitedHealth Group	$354,254	$4,192 ▲	1.2%	676	0.1%	Medical
VAW Vanguard Materials ETF	$343,797	$3,210 ▼	-0.9%	1,821	0.1%	ETF
NEE NextEra Energy	$329,901	$181,963 ▲	123.0%	4,654	0.1%	Utilities
TSM Taiwan Semiconductor Manufacturing	$326,938	$52,609 ▲	19.2%	1,970	0.1%	Computer and Technology
JEPI JPMorgan Equity Premium Income ETF	$320,613		0.0%	5,611	0.1%	ETF
VIS Vanguard Industrials ETF	$273,359	$743 ▲	0.3%	1,104	0.1%	ETF
WM Waste Management	$260,075	$6,948 ▼	-2.6%	1,123	0.1%	Business Services
ULST SPDR SSgA Ultra Short Term Bond ETF	$255,505	$1,870 ▲	0.7%	6,285	0.1%	ETF
KMB Kimberly-Clark	$244,739	$569 ▲	0.2%	1,721	0.1%	Consumer Staples
LAM RESEARCH CORP	$240,563	$9,378 ▲	4.1%	3,309	0.1%	COM
CHENIERE ENERGY INC	$235,153	$231 ▲	0.1%	1,016	0.1%	COM
VYM Vanguard High Dividend Yield ETF	$229,894	$1,418 ▲	0.6%	1,783	0.1%	ETF
LYB LyondellBasell Industries	$219,588	$7,956 ▲	3.8%	3,119	0.1%	Basic Materials
VTV Vanguard Value ETF	$206,779	$3,628 ▲	1.8%	1,197	0.1%	ETF
SPYV SPDR Portfolio S&P 500 Value ETF	$205,727	$30,440 ▼	-12.9%	4,028	0.1%	ETF
XLK Technology Select Sector SPDR Fund	$201,886	$206 ▲	0.1%	978	0.1%	ETF
WFC Wells Fargo & Company	$197,881	$862 ▲	0.4%	2,756	0.1%	Finance
F Ford Motor	$187,127	$15,687 ▲	9.1%	18,657	0.0%	Auto/Tires/Trucks
ACVF American Conservative Values ETF	$185,847	$257 ▲	0.1%	4,340	0.0%	ETF
ROBO ROBO Global Robotics & Automation ETF	$177,077	$5,254 ▼	-2.9%	3,438	0.0%	ETF
ISHARES BITCOIN TRUST ETF	$167,065	$1,732 ▲	1.0%	3,569	0.0%	ETF
DIA SPDR Dow Jones Industrial Average ETF Trust	$163,184	$419 ▲	0.3%	389	0.0%	Finance
MU Micron Technology	$159,190	$149,371 ▲	1,521.2%	1,832	0.0%	Computer and Technology
AVGO Broadcom	$156,916	$58,278 ▲	59.1%	937	0.0%	Computer and Technology
COP ConocoPhillips	$147,169	$1,156 ▼	-0.8%	1,401	0.0%	Energy

Showing largest 100 holdings. View all holdings.

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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

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Advanced Stock Screeners and Research Tools

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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