Winch Advisory Services, LLC 13F Holdings
CIK 0001585822
As of Sep 30, 2025, Winch Advisory Services, LLC reported 519 positions worth $441.8M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 1500(R) COMPOSITE STOCK MARKET ETF | SPTM | — | 585,419 | $47.2M | 10.69% |
| NVIDIA CORP | NVDA | Technology | 208,459 | $38.9M | 8.80% |
| VANGUARD SHORT-TERM TREASURY INDEX FUND | VGSH | — | 485,897 | $28.6M | 6.47% |
| APPLE INC | AAPL | Technology | 112,110 | $28.5M | 6.46% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | VCIT | — | 309,038 | $26.0M | 5.88% |
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF | BIL | — | 240,214 | $22.0M | 4.99% |
| MICROSOFT CORP | MSFT | Technology | 40,670 | $21.1M | 4.77% |
| CAPITAL GROUP US MULTI-SECTOR INCOME ETF | CGMS | — | 751,108 | $20.8M | 4.72% |
| AMAZON.COM INC | AMZN | Equity | 82,176 |