Winch Advisory Services, LLC Top Holdings and 13F Report (2026)

About Winch Advisory Services, LLC

Investment Activity

Winch Advisory Services, LLC has $438.05 million in total holdings as of March 31, 2026.
Winch Advisory Services, LLC owns shares of 531 different stocks, but just 25 companies or ETFs make up 80% of its holdings.
Approximately 0.97% of the portfolio was purchased this quarter.
About 0.81% of the portfolio was sold this quarter.
This quarter, Winch Advisory Services, LLC has purchased 520 new stocks and bought additional shares in 187 stocks.
Winch Advisory Services, LLC sold shares of 70 stocks and completely divested from 25 stocks this quarter.

Largest Holdings

SPDR Portfolio S&P 1500 Composite Stock Market ETF: $47,105,225
NVIDIA: $33,455,908
Vanguard Short-Term Treasury ETF: $29,248,517
Apple: $27,236,756
Vanguard Intermediate-Term Corporate Bond ETF: $26,532,569

Largest New Holdings this Quarter

921910873 - Vanguard Mega Cap ETF: $34,135 Holding
88588G208 - THRIVENT CORE PLUS BOND ETF: $27,450 Holding
025072604 - Avantis Emerging Markets Equity ETF: $25,643 Holding
45409F769 - NYLI Winslow Large Cap Growth ETF: $15,938 Holding
46434V696 - iShares Core MSCI Pacific ETF: $14,537 Holding

Largest Purchases this Quarter

Vanguard Growth ETF: 1,329 shares (about $580.54K)
SPDR S&P 500 ETF Trust: 807 shares (about $524.84K)
Capital Group U.S. Multi-Sector Income ETF: 7,872 shares (about $214.35K)
Goldman Sachs Access Treasury 0-1 Year ETF: 2,040 shares (about $204.39K)
Vanguard Intermediate-Term Corporate Bond ETF: 2,255 shares (about $186.60K)

Largest Sales this Quarter

Alphabet: 1,747 shares (about $501.14K)
Amcor: 10,992 shares (about $436.93K)
Apple: 1,472 shares (about $373.58K)
Marvell Technology: 3,740 shares (about $370.45K)
NVIDIA: 2,056 shares (about $358.57K)

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	$47,105,225	$87,599 â–¼	-0.2%	595,816	10.8%	ETF
NVDA NVIDIA	$33,455,908	$358,567 â–¼	-1.1%	191,834	7.6%	Computer and Technology
VGSH Vanguard Short-Term Treasury ETF	$29,248,517	$46,422 â–²	0.2%	499,633	6.7%	ETF
AAPL Apple	$27,236,756	$373,579 â–¼	-1.4%	107,320	6.2%	Computer and Technology
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$26,532,569	$186,601 â–²	0.7%	320,635	6.1%	ETF
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$22,442,717	$132,053 â–¼	-0.6%	244,901	5.1%	ETF
CGMS Capital Group U.S. Multi-Sector Income ETF	$21,238,132	$214,354 â–²	1.0%	779,954	4.8%	ETF
GOOG Alphabet	$17,402,617	$501,144 â–¼	-2.8%	60,666	4.0%	Computer and Technology
AMZN Amazon.com	$16,888,011	$18,536 â–¼	-0.1%	81,087	3.9%	Retail/Wholesale
MSFT Microsoft	$14,900,869	$137,333 â–²	0.9%	40,254	3.4%	Computer and Technology
GBIL Goldman Sachs Access Treasury 0-1 Year ETF	$11,975,277	$204,387 â–²	1.7%	119,526	2.7%	ETF
BRK.B Berkshire Hathaway	$11,891,315	$25,398 â–¼	-0.2%	24,815	2.7%	Finance
SHV iShares Short Treasury Bond ETF	$11,814,597	$97,806 â–¼	-0.8%	107,026	2.7%	ETF
JPM JPMorgan Chase & Co.	$7,044,075	$58,833 â–¼	-0.8%	23,946	1.6%	Finance
AAAU Goldman Sachs Physical Gold ETF	$6,672,687	$157,739 â–¼	-2.3%	144,462	1.5%	Finance
QQQ Invesco QQQ	$6,149,156	$43,288 â–²	0.7%	10,654	1.4%	Finance
V Visa	$5,492,107	$19,948 â–¼	-0.4%	18,171	1.3%	Business Services
NFLX Netflix	$5,201,199	$133,167 â–²	2.6%	54,095	1.2%	Consumer Discretionary
SPY SPDR S&P 500 ETF Trust	$5,171,053	$524,845 â–²	11.3%	7,951	1.2%	Finance
ORCL Oracle	$5,024,625		0.0%	24,502	1.1%	Computer and Technology
SYK Stryker	$4,706,344	$13,143 â–¼	-0.3%	14,323	1.1%	Medical
META Meta Platforms	$4,243,381	$36,615 â–²	0.9%	7,417	1.0%	Computer and Technology
C Citigroup	$4,100,317	$87,325 â–¼	-2.1%	36,155	0.9%	Financial Services
COST Costco Wholesale	$3,587,396	$43,846 â–²	1.2%	3,600	0.8%	Retail/Wholesale
SPEM SPDR Portfolio Emerging Markets ETF	$3,445,345	$14,542 â–¼	-0.4%	73,446	0.8%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$3,422,734	$13,046 â–¼	-0.4%	41,453	0.8%	Manufacturing
MRVL Marvell Technology	$3,324,225	$370,448 â–¼	-10.0%	33,561	0.8%	Computer and Technology
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF	$2,485,080	$64,497 â–²	2.7%	74,093	0.6%	ETF
VTI Vanguard Total Stock Market ETF	$2,477,929	$89,506 â–²	3.7%	7,724	0.6%	ETF
CRM Salesforce	$2,328,454	$19,226 â–²	0.8%	12,474	0.5%	Computer and Technology
KO CocaCola	$2,268,732	$20,990 â–¼	-0.9%	29,832	0.5%	Consumer Staples
RTX RTX	$2,257,111	$20,254 â–²	0.9%	11,701	0.5%	Aerospace
VZ Verizon Communications	$2,139,075	$26,305 â–²	1.2%	42,611	0.5%	Computer and Technology
SPAB SPDR Portfolio Aggregate Bond ETF	$2,067,981	$54,468 â–²	2.7%	80,717	0.5%	ETF
TSLA Tesla	$1,735,701	$16,729 â–²	1.0%	4,669	0.4%	Auto/Tires/Trucks
WALMART INC	$1,687,530	$38,777 â–²	2.4%	13,578	0.4%	COM
DIS Walt Disney	$1,641,015	$7,903 â–²	0.5%	17,027	0.4%	Consumer Discretionary
HON Honeywell International	$1,631,773	$35,714 â–¼	-2.1%	7,219	0.4%	Multi-Sector Conglomerates
VUG Vanguard Growth ETF	$1,630,680	$580,545 â–²	55.3%	3,733	0.4%	ETF
EBAY eBay	$1,609,146	$47,057 â–¼	-2.8%	17,679	0.4%	Retail/Wholesale
MA Mastercard	$1,559,116	$15,491 â–¼	-1.0%	3,120	0.4%	Business Services
NOC Northrop Grumman	$1,494,471	$30,694 â–²	2.1%	2,191	0.3%	Aerospace
ASML ASML	$1,463,452	$58,115 â–²	4.1%	1,108	0.3%	Computer and Technology
CVX Chevron	$1,437,704	$9,724 â–¼	-0.7%	6,949	0.3%	Energy
TXN Texas Instruments	$1,199,036	$18,638 â–¼	-1.5%	6,176	0.3%	Computer and Technology
ADBE Adobe	$1,197,963	$27,470 â–¼	-2.2%	4,928	0.3%	Computer and Technology
GOOGL Alphabet	$1,191,253	$9,201 â–¼	-0.8%	4,143	0.3%	Computer and Technology
PG Procter & Gamble	$1,146,862	$37,266 â–²	3.4%	7,940	0.3%	Consumer Staples
SMH VanEck Semiconductor ETF	$1,131,532	$3,451 â–²	0.3%	2,951	0.3%	Manufacturing
XOM ExxonMobil	$1,120,825	$13,404 â–¼	-1.2%	6,606	0.3%	Energy
VGIT Vanguard Intermediate-Term Treasury ETF	$1,113,373	$8,039 â–²	0.7%	18,696	0.3%	ETF
AMD Advanced Micro Devices	$1,090,385	$90,730 â–²	9.1%	5,360	0.2%	Computer and Technology
MU Micron Technology	$1,003,705	$47,297 â–²	4.9%	2,971	0.2%	Computer and Technology
LMT Lockheed Martin	$999,123	$49,563 â–²	5.2%	1,653	0.2%	Aerospace
GLD SPDR Gold Shares	$978,049		0.0%	2,273	0.2%	Finance
VCSH Vanguard Short-Term Corporate Bond ETF	$965,014	$5,945 â–²	0.6%	12,174	0.2%	ETF
USHY iShares Broad USD High Yield Corporate Bond ETF	$951,553	$33,635 â–²	3.7%	25,829	0.2%	ETF
WEC WEC Energy Group	$901,963	$5,210 â–²	0.6%	7,791	0.2%	Utilities
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	$876,060	$71,520 â–²	8.9%	20,162	0.2%	Finance
KLAC KLA	$872,163		0.0%	592	0.2%	Computer and Technology
SBUX Starbucks	$861,342	$23,294 â–¼	-2.6%	9,614	0.2%	Retail/Wholesale
JNJ Johnson & Johnson	$788,197	$33,727 â–¼	-4.1%	3,225	0.2%	Medical
MDT Medtronic	$777,479	$3,379 â–²	0.4%	8,973	0.2%	Medical
SPTS SPDR Portfolio Short Term Treasury ETF	$748,973	$11,964 â–²	1.6%	25,667	0.2%	ETF
IAU iShares Gold Trust	$729,524	$8,816 â–¼	-1.2%	8,275	0.2%	Finance
TSM Taiwan Semiconductor Manufacturing	$726,974	$22,306 â–²	3.2%	2,151	0.2%	Computer and Technology
PYPL PayPal	$684,726	$22,569 â–¼	-3.2%	15,139	0.2%	Business Services
NEE NextEra Energy	$662,298	$127,426 â–²	23.8%	7,131	0.2%	Utilities
LAM RESEARCH CORP	$636,852	$427 â–¼	-0.1%	2,981	0.1%	COM
BP BP	$602,884	$13,724 â–¼	-2.2%	12,827	0.1%	Energy
NKE NIKE	$561,441	$14,051 â–¼	-2.4%	10,629	0.1%	Consumer Discretionary
VFH Vanguard Financials ETF	$541,773	$1,812 â–²	0.3%	4,485	0.1%	ETF
VHT Vanguard Health Care ETF	$528,986	$817 â–¼	-0.2%	1,942	0.1%	ETF
AVGO Broadcom	$521,095	$60,341 â–²	13.1%	1,684	0.1%	Computer and Technology
VOO Vanguard S&P 500 ETF	$519,862	$167,312 â–²	47.5%	870	0.1%	ETF
PFE Pfizer	$483,282	$5,869 â–²	1.2%	17,211	0.1%	Medical
SHAG WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund	$481,587	$12,370 â–²	2.6%	10,122	0.1%	Finance
DE Deere & Company	$472,548		0.0%	839	0.1%	Industrials
JEPI JPMorgan Equity Premium Income ETF	$453,792	$61,443 â–²	15.7%	8,006	0.1%	ETF
T AT&T	$445,526	$3,102 â–²	0.7%	15,368	0.1%	Computer and Technology
MMM 3M	$417,342	$100,633 â–¼	-19.4%	2,874	0.1%	Multi-Sector Conglomerates
UNH UnitedHealth Group	$415,027	$66,015 â–¼	-13.7%	1,534	0.1%	Medical
VAW Vanguard Materials ETF	$409,199	$1,577 â–²	0.4%	1,816	0.1%	ETF
MCD McDonald's	$375,444	$5,284 â–¼	-1.4%	1,208	0.1%	Retail/Wholesale
VIS Vanguard Industrials ETF	$348,321	$936 â–²	0.3%	1,116	0.1%	ETF
VYM Vanguard High Dividend Yield ETF	$317,265	$1,481 â–²	0.5%	2,142	0.1%	Financial Services
SLV iShares Silver Trust	$312,626	$14,105 â–²	4.7%	4,588	0.1%	ETF
CHENIERE ENERGY INC	$294,559	$14,756 â–¼	-4.8%	1,038	0.1%	COM
ITA iShares U.S. Aerospace & Defense ETF	$286,520	$85,081 â–²	42.2%	1,310	0.1%	ETF
VLO Valero Energy	$272,422	$2,964 â–¼	-1.1%	1,103	0.1%	Energy
VTV Vanguard Value ETF	$270,355	$12,949 â–²	5.0%	1,378	0.1%	ETF
ROPER TECHNOLOGIES INC	$267,098	$8,491 â–¼	-3.1%	755	0.1%	COM
XLK Technology Select Sector SPDR Fund	$260,940	$133 â–²	0.1%	1,963	0.1%	ETF
WM Waste Management	$248,188	$460 â–²	0.2%	1,080	0.1%	Business Services
ULST SPDR SSgA Ultra Short Term Bond ETF	$240,918	$1,579 â–²	0.7%	5,949	0.1%	ETF
SPYV SPDR Portfolio S&P 500 Value ETF	$224,899	$4,979 â–²	2.3%	3,975	0.1%	ETF
WFC Wells Fargo & Company	$223,798	$1,115 â–²	0.5%	2,811	0.1%	Finance
F Ford Motor	$207,916	$5,481 â–¼	-2.6%	18,017	0.0%	Auto/Tires/Trucks
ACVF American Conservative Values ETF	$207,728	$286 â–²	0.1%	4,363	0.0%	ETF
AGNC AGNC Investment	$201,720	$11,274 â–²	5.9%	20,112	0.0%	Finance

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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Winch Advisory Services, LLC Top Holdings and 13F Report (2026)

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

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Winch Advisory Services, LLC Top Holdings and 13F Report (2026)

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