Winch Advisory Services, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
WA Winch Advisory Services, LLC | Institutional Filer | ▼ 3.11% | $438.1M | 530 |
Current Portfolio Holdings
Showing all 530 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SPTM | STATE STREET SPDR PORT S&P 1500 COMPOSITE STOCK MARKET ETF | — | 596K | $47.1M | 10.75% |
| 2 | NVDA | NVIDIA Corporation | Technology | 192K | $33.5M | 7.64% |
| 3 | VGSH | VANGUARD SHORT TERM TREASURY ETF | — | 500K | $29.2M | 6.68% |
| 4 | AAPL | Apple Inc. | Technology | 107K | $27.2M | 6.22% |
| 5 | VCIT | VANGUARD INTERMEDIATE TERM CORP BOND ETF | — | 321K | $26.5M | 6.06% |
| 6 | BIL | STATE STREET SPDR BLOOMBERG 1-3 MTH T-BILL ETF | — | 245K | $22.4M | 5.12% |
| 7 | CGMS | CAPITAL GROUP FIXED INCOME U S MULTI SECTOR INCOME ETF | — | 780K | $21.2M | 4.85% |
| 8 | GOOG | Alphabet Inc. | Technology | 61K | $17.4M | 3.97% |
| 9 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 81K | $16.9M | 3.86% |
| 10 | MSFT | Microsoft Corporation | Technology | 40K | $14.9M | 3.40% |
| 11 | GBIL | GOLDMAN SACHS ACCESS TREASURY 0-1YR ETF | — | 120K | $12.0M | 2.73% |
| 12 | BRKB | BERKSHIRE HATHAWAY INC CL B | — | 25K | $11.9M | 2.71% |
| 13 | SHV | ISHARES 0-1 YEAR TREASURY BOND ETF | — | 107K | $11.8M | 2.70% |
| 14 | JPM | JPMorgan Chase & Co. | Financial Services | 24K | $7.0M | 1.61% |
| 15 | AAAU | GOLDMAN SACHS PHYSICAL GOLD ETF | — | 144K | $6.7M | 1.52% |
Showing 1 to 15 of 530 holdings