Winfield Associates, Inc. 13F Holdings

CIK 0001569655

As of Mar 31, 2022, Winfield Associates, Inc. reported 153 positions worth $276.4K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology127,475$22.3K8.05%
AMAZON.COM INCAMZNEquity6,035 9.7K7.12%
MICROSOFT CORPMSFTTechnology56,941 7.6K6.35%
SPDR S&P 500 ETF TRUSTSPY—30,061 3.6K4.91%
ALPHABET INCGOOGEquity4,544 2.7K4.59%
ISHARES CORE S&P 500 ETFIVV—19,701$8.9K3.23%
ISHARES SELECT DIVIDEND ETFDVY—54,282$7.0K2.52%
VANGUARD TOTAL STOCK MKT ETFVTI—25,381$5.8K2.09%
ISHARES S&P MID-CAP 400 GROWTH ETFIJK—64,878$5.0K1.81%
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUNDMINT—45,512$4.6K1.65%
NVIDIA CORPNVDATechnology14,641$4.0K1.45%
ALPHABET INCGOOGLEquity1,356$3.8K1.36%
ISHARES 1-3 YEAR TREASURY BOND ETFSHY—43,100$3.6K1.30%
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUNDVCSH—45,326$3.5K1.28%
ISHARES CORE US AGGREGATE BOND ETFAGG—32,606$3.5K1.26%
JPMORGAN ULTRA-SHORT INCOMEJPST—64,890$3.3K1.18%
MONGODB INCMDBTechnology7,195$3.2K1.15%
PROLOGIS INCPLDReal Estate19,334$3.1K1.13%
PROGRESSIVE CORPPGRFinancial Services27,335$3.1K1.13%
STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETFXLK—19,360$3.1K1.11%
ISHARES SHORT TREASURY BOND ETFSHV—27,200$3.0K1.08%
ARISTA NETWORKS INCANETTechnology21,360$3.0K1.07%
CROWN CASTLE INCCCIReal Estate15,929$2.9K1.06%
HOME DEPOT INCHDConsumer Cyclical9,583$2.9K1.04%
ADVANCED MICRO DEVICES INCAMDEquity26,160$2.9K1.03%