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

About Winch Advisory Services, LLC

Investment Activity

Winch Advisory Services, LLC has $481.41 million in total holdings as of June 30, 2026.
Winch Advisory Services, LLC owns shares of 568 different stocks, but just 26 companies or ETFs make up 80% of its holdings.
Approximately 2.15% of the portfolio was purchased this quarter.
About ∞ of the portfolio was sold this quarter.
This quarter, Winch Advisory Services, LLC has purchased 531 new stocks and bought additional shares in 224 stocks.
Winch Advisory Services, LLC sold shares of 52 stocks and completely divested from 28 stocks this quarter.

Largest Holdings

SPDR Portfolio S&P 1500 Composite Stock Market ETF: $54,215,959
NVIDIA: $37,394,064
Apple: $30,511,792
Vanguard Short-Term Treasury ETF: $29,410,197
Vanguard Intermediate-Term Corporate Bond ETF: $26,970,703

Largest New Holdings this Quarter

43849R105 - HONEYWELL AEROSPACE INC: $777,759 Holding
84615Q103 - SPACE EXPLORATION TECHNOLOGIES CORP CL A: $298,492 Holding
464287440 - iShares 7-10 Year Treasury Bond ETF: $247,903 Holding
464287507 - iShares Core S&P Mid-Cap ETF: $74,752 Holding
617446448 - Morgan Stanley: $30,467 Holding

Largest Purchases this Quarter

Vanguard Growth ETF: 21,767 shares (about $1.88M)
KLA: 5,338 shares (about $1.61M)
HONEYWELL AEROSPACE INC: 3,518 shares (about $777.76K)
Vanguard Intermediate-Term Corporate Bond ETF: 5,689 shares (about $470.20K)
SPDR S&P 500 ETF Trust: 454 shares (about $339.05K)

Largest Sales this Quarter

Intercontinental Exchange: 20 shares (about $∞T)
Oracle: 6,565 shares (about $2.48M)
NVIDIA: 4,948 shares (about $990.05K)
iShares Short Treasury Bond ETF: 7,345 shares (about $810.52K)
Honeywell International: 3,617 shares (about $809.82K)

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	$54,215,959	$121,840 â–²	0.2%	597,158	11.3%	ETF
NVDA NVIDIA	$37,394,064	$990,046 â–¼	-2.6%	186,886	7.8%	Technology
AAPL Apple	$30,511,792	$542,260 â–¼	-1.7%	105,446	6.3%	Technology
VGSH Vanguard Short-Term Treasury ETF	$29,410,197	$331,565 â–²	1.1%	505,330	6.1%	ETF
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$26,970,703	$470,196 â–²	1.8%	326,324	5.6%	ETF
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$22,396,630	$46,095 â–¼	-0.2%	244,398	4.7%	ETF
CGMS Capital Group U.S. Multi-Sector Income ETF	$21,623,472	$307,353 â–²	1.4%	791,200	4.5%	ETF
GOOG Alphabet	$20,779,108	$656,138 â–¼	-3.1%	58,809	4.3%	Communication Services
AMZN Amazon.com	$18,907,451	$418,762 â–¼	-2.2%	79,330	3.9%	Consumer Discretionary
MSFT Microsoft	$15,284,868	$269,320 â–²	1.8%	40,976	3.2%	Technology
BRK.B Berkshire Hathaway	$12,375,361	$42,033 â–¼	-0.3%	24,731	2.6%	Finance
GBIL Goldman Sachs Access Treasury 0-1 Year ETF	$11,858,087	$113,682 â–¼	-0.9%	118,391	2.5%	ETF
SHV iShares Short Treasury Bond ETF	$10,999,850	$810,525 â–¼	-6.9%	99,681	2.3%	ETF
MRVL Marvell Technology	$9,363,219	$634,204 â–¼	-6.3%	31,432	1.9%	Technology
QQQ Invesco QQQ	$7,952,846	$107,511 â–²	1.4%	10,800	1.7%	ETF
JPM JPMorgan Chase & Co.	$7,725,822	$112,272 â–¼	-1.4%	23,603	1.6%	Finance
ORCL Oracle	$6,788,258	$2,484,524 â–¼	-26.8%	17,937	1.4%	Technology
SPY SPDR S&P 500 ETF Trust	$6,276,961	$339,053 â–²	5.7%	8,405	1.3%	ETF
V Visa	$6,226,134	$8,234 â–¼	-0.1%	18,147	1.3%	Finance
AAAU Goldman Sachs Physical Gold ETF	$5,742,130	$25,760 â–²	0.5%	145,113	1.2%	ETF
C Citigroup	$4,889,983	$170,333 â–¼	-3.4%	34,938	1.0%	Finance
SYK Stryker	$4,504,256	$5,352 â–¼	-0.1%	14,306	0.9%	Healthcare
META Meta Platforms	$4,160,720	$17,463 â–¼	-0.4%	7,386	0.9%	Communication Services
NFLX Netflix	$3,895,301	$32,915 â–²	0.9%	54,556	0.8%	Communication Services
SPEM SPDR Portfolio Emerging Markets ETF	$3,868,476	$65,450 â–²	1.7%	74,710	0.8%	ETF
MU Micron Technology	$3,439,514	$10,388 â–²	0.3%	2,980	0.7%	Technology
SHY iShares 1-3 Year Treasury Bond ETF	$3,423,602	$19,871 â–²	0.6%	41,695	0.7%	ETF
COST Costco Wholesale	$3,351,213	$16,840 â–¼	-0.5%	3,582	0.7%	Consumer Staples
AMD Advanced Micro Devices	$3,103,221	$10,456 â–¼	-0.3%	5,342	0.6%	Technology
VTI Vanguard Total Stock Market ETF	$3,050,026	$191,691 â–²	6.7%	8,242	0.6%	ETF
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF	$2,587,248	$108,109 â–²	4.4%	77,324	0.5%	ETF
KO CocaCola	$2,419,690	$4,795 â–¼	-0.2%	29,773	0.5%	Consumer Staples
ASML ASML	$2,261,507	$57,681 â–²	2.6%	1,137	0.5%	Technology
SPAB SPDR Portfolio Aggregate Bond ETF	$2,243,735	$183,845 â–²	8.9%	87,921	0.5%	ETF
RTX RTX	$2,230,914	$10,815 â–²	0.5%	11,758	0.5%	Industrials
VUG Vanguard Growth ETF	$2,196,604	$1,875,038 â–²	583.1%	25,500	0.5%	ETF
CRM Salesforce	$2,031,778	$77,549 â–²	4.0%	12,969	0.4%	Technology
SMH VanEck Semiconductor ETF	$1,990,829	$55,100 â–²	2.8%	3,035	0.4%	ETF
TSLA Tesla	$1,956,211	$7,571 â–¼	-0.4%	4,651	0.4%	Consumer Discretionary
VZ Verizon Communications	$1,872,135	$67,998 â–²	3.8%	44,217	0.4%	Communication Services
EBAY eBay	$1,845,077	$130,522 â–¼	-6.6%	16,511	0.4%	Consumer Discretionary
TXN Texas Instruments	$1,811,302	$29,508 â–¼	-1.6%	6,077	0.4%	Technology
KLAC KLA	$1,789,170	$1,610,555 â–²	901.7%	5,930	0.4%	Technology
MA Mastercard	$1,606,989	$4,622 â–²	0.3%	3,129	0.3%	Finance
DIS Walt Disney	$1,545,439	$93,360 â–¼	-5.7%	16,057	0.3%	Communication Services
WALMART INC	$1,513,614	$24,238 â–¼	-1.6%	13,364	0.3%	COM
GOOGL Alphabet	$1,431,943	$48,601 â–¼	-3.3%	4,007	0.3%	Communication Services
LAM RESEARCH CORP	$1,292,508	$867 â–²	0.1%	2,983	0.3%	COM
PG Procter & Gamble	$1,161,181	$3,079 â–¼	-0.3%	7,919	0.2%	Consumer Staples
CVX Chevron	$1,157,908	$5,968 â–²	0.5%	6,985	0.2%	Energy
NOC Northrop Grumman	$1,120,147	$4,075 â–²	0.4%	2,199	0.2%	Industrials
VGIT Vanguard Intermediate-Term Treasury ETF	$1,117,733	$15,040 â–²	1.4%	18,951	0.2%	ETF
TSM Taiwan Semiconductor Manufacturing	$1,057,209	$30,083 â–²	2.9%	2,214	0.2%	Technology
ADBE Adobe	$994,484	$15,785 â–¼	-1.6%	4,851	0.2%	Technology
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	$980,145	$103,484 â–²	11.8%	22,542	0.2%	ETF
USHY iShares Broad USD High Yield Corporate Bond ETF	$965,703	$9,514 â–²	1.0%	26,086	0.2%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$949,742	$12,408 â–¼	-1.3%	12,017	0.2%	ETF
SBUX Starbucks	$947,355	$35,049 â–¼	-3.6%	9,271	0.2%	Consumer Discretionary
XOM ExxonMobil	$920,541	$17,364 â–²	1.9%	6,733	0.2%	Energy
WEC WEC Energy Group	$917,587	$7,824 â–²	0.9%	7,858	0.2%	Utilities
LMT Lockheed Martin	$881,968	$39,742 â–²	4.7%	1,731	0.2%	Industrials
GLD SPDR Gold Shares	$837,328		0.0%	2,273	0.2%	ETF
JNJ Johnson & Johnson	$823,648	$4,572 â–²	0.6%	3,243	0.2%	Healthcare
HON Honeywell International	$806,461	$809,819 â–¼	-50.1%	3,602	0.2%	Industrials
HONEYWELL AEROSPACE INC	$777,759	$777,759 â–²	New Holding	3,518	0.2%	COM
VOO Vanguard S&P 500 ETF	$756,674	$159,300 â–²	26.7%	1,102	0.2%	ETF
SPTS SPDR Portfolio Short Term Treasury ETF	$711,667	$32,926 â–¼	-4.4%	24,532	0.1%	ETF
MDT Medtronic	$698,069	$3,912 â–¼	-0.6%	8,923	0.1%	Healthcare
NEE NextEra Energy	$694,645	$68,727 â–²	11.0%	7,914	0.1%	Utilities
AVGO Broadcom	$672,066	$35,889 â–²	5.6%	1,779	0.1%	Technology
PYPL PayPal	$642,558	$11,140 â–¼	-1.7%	14,881	0.1%	Finance
IAU iShares Gold Trust	$624,845		0.0%	8,275	0.1%	ETF
VFH Vanguard Financials ETF	$593,989	$3,816 â–²	0.6%	4,514	0.1%	ETF
VHT Vanguard Health Care ETF	$582,758	$2,093 â–²	0.4%	1,949	0.1%	ETF
UNH UnitedHealth Group	$559,178	$78,576 â–¼	-12.3%	1,345	0.1%	Healthcare
DE Deere & Company	$527,913	$4,442 â–¼	-0.8%	832	0.1%	Industrials
BP BP	$501,807	$27,860 â–²	5.9%	13,581	0.1%	Energy
SHAG WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund	$481,093	$2,082 â–²	0.4%	10,166	0.1%	ETF
MMM 3M	$438,444	$26,877 â–¼	-5.8%	2,708	0.1%	Industrials
JEPI JPMorgan Equity Premium Income ETF	$438,368	$13,838 â–¼	-3.1%	7,761	0.1%	ETF
NKE NIKE	$429,004	$7,307 â–¼	-1.7%	10,451	0.1%	Consumer Discretionary
PFE Pfizer	$417,666	$3,227 â–²	0.8%	17,345	0.1%	Healthcare
VAW Vanguard Materials ETF	$416,900	$1,373 â–²	0.3%	1,822	0.1%	ETF
VIS Vanguard Industrials ETF	$402,910	$721 â–²	0.2%	1,118	0.1%	ETF
XLK Technology Select Sector SPDR Fund	$374,408	$381 â–²	0.1%	1,965	0.1%	ETF
VYM Vanguard High Dividend Yield ETF	$340,287	$1,739 â–²	0.5%	2,153	0.1%	ETF
VTV Vanguard Value ETF	$339,077	$38,789 â–²	12.9%	1,556	0.1%	ETF
MCD McDonald's	$327,211	$811 â–²	0.2%	1,211	0.1%	Consumer Discretionary
T AT&T	$320,539	$2,422 â–²	0.8%	15,485	0.1%	Communication Services
ITA iShares U.S. Aerospace & Defense ETF	$317,728	$242 â–²	0.1%	1,311	0.1%	ETF
VXUS Vanguard Total International Stock ETF	$301,655	$84,111 â–²	38.7%	3,529	0.1%	ETF
SPACE EXPLORATION TECHNOLOGIES CORP CL A	$298,492	$298,492 â–²	New Holding	1,747	0.1%	COM
VLO Valero Energy	$279,523	$7,815 â–¼	-2.7%	1,073	0.1%	Energy
CAT Caterpillar	$270,630	$29,833 â–²	12.4%	254	0.1%	Industrials
ROPER TECHNOLOGIES INC	$256,060	$677 â–²	0.3%	757	0.1%	COM
SLV iShares Silver Trust	$252,271	$6,951 â–²	2.8%	4,718	0.1%	ETF
F Ford Motor	$252,123	$1,682 â–²	0.7%	18,138	0.1%	Consumer Discretionary
CHENIERE ENERGY INC	$248,410	$239 â–²	0.1%	1,039	0.1%	COM
IEF iShares 7-10 Year Treasury Bond ETF	$247,903	$247,903 â–²	New Holding	2,621	0.1%	ETF
KIMBERLY CLARK CORP	$246,155	$57,531 â–²	30.5%	2,242	0.1%	COM

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Unlock superior investment research and tools.

Get MarketBeat All Access

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 (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

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 (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