Winch Advisory Services, LLC Portfolio Holdings

Winch Advisory Services, LLC

  • $387 Million
  • Q2 2025

Winch Advisory Services, LLC has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $387 Million distributed in 510 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 1500 Compos with a value of $43.5M, Nvidia Corp with a value of $33.1M, Vanguard with a value of $28.5M, Vanguard Intermediate Term Cor with a value of $25.1M, and Apple Inc. with a value of $23.2M.

Examining the 13F form we can see an increase of $30.5M in the current position value, from $357M to 387M.

Winch Advisory Services, LLC is based out at Appleton, WI

Below you can find more details about Winch Advisory Services, LLC portfolio as well as his latest detailed transactions.

Portfolio value $387 Million
ETFs: $181 Million
Technology: $90.8 Million
Financial Services: $32.7 Million
Communication Services: $28.9 Million
Consumer Cyclical: $23.8 Million
Consumer Defensive: $8.46 Million
Healthcare: $8.27 Million
Industrials: $7.6 Million
Other: $5.56 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$43.5 Million 11.24% of portfolio
581,248
Q2 2025 Reduced 0.51%
$456B
$33.1 Million 8.56% of portfolio
209,805
Q2 2025 Reduced 1.39%
$0
$28.5 Million 7.36% of portfolio
485,033
Q2 2025 Added 0.27%
$0
$25.1 Million 6.47% of portfolio
302,270
Q2 2025 Added 1.82%
$3.69T
$23.2 Million 5.98% of portfolio
112,963
Q2 2025 Reduced 2.2%
$0
$21.8 Million 5.63% of portfolio
237,894
Q2 2025 Reduced 6.19%
$3.95T
$20.3 Million 5.25% of portfolio
40,910
Q2 2025 Reduced 2.09%
$2.26T
$18.1 Million 4.67% of portfolio
82,440
Q2 2025 Reduced 1.61%
$0
$12.3 Million 3.18% of portfolio
111,680
Q2 2025 Reduced 1.96%
$621B
$12 Million 3.1% of portfolio
24,713
Q2 2025 Reduced 2.32%
$1.24T
$11.4 Million 2.93% of portfolio
64,089
Q2 2025 Reduced 0.82%
$859B
$7.01 Million 1.81% of portfolio
24,192
Q2 2025 Reduced 0.49%
$545B
$6.99 Million 1.8% of portfolio
5,219
Q2 2025 Reduced 2.72%
$0
$6.78 Million 1.75% of portfolio
67,689
Q2 2025 Added 38.58%
$551B
$6.63 Million 1.71% of portfolio
18,670
Q2 2025 Reduced 2.07%
$142B
$5.71 Million 1.47% of portfolio
14,424
Q2 2025 Reduced 0.88%
$1.78T
$5.34 Million 1.38% of portfolio
7,240
Q2 2025 Reduced 1.05%
$1.1B
$4.83 Million 1.25% of portfolio
147,804
Q2 2025 Reduced 1.22%
$0
$4.43 Million 1.14% of portfolio
7,165
Q2 2025 Added 7.21%
$232B
$3.52 Million 0.91% of portfolio
12,901
Q2 2025 Reduced 1.28%
$0
$3.46 Million 0.89% of portfolio
41,713
Q2 2025 Added 0.49%
$66.3B
$3.39 Million 0.88% of portfolio
43,847
Q2 2025 Reduced 2.01%
$439B
$3.23 Million 0.83% of portfolio
3,260
Q2 2025 Reduced 0.34%
$185B
$3.18 Million 0.82% of portfolio
37,372
Q2 2025 Added 0.61%
$0
$3.17 Million 0.82% of portfolio
10,426
Q2 2025 Added 0.24%
$0
$3.01 Million 0.78% of portfolio
70,331
Q2 2025 Added 1.8%
$157B
$2.34 Million 0.6% of portfolio
6,058
Q2 2025 Reduced 2.6%
$207B
$2.21 Million 0.57% of portfolio
17,805
Q2 2025 Reduced 3.19%
$306B
$2.11 Million 0.55% of portfolio
29,852
Q2 2025 Reduced 1.86%
$0
$2.1 Million 0.54% of portfolio
62,412
Q2 2025 Reduced 4.77%
$548B
$1.81 Million 0.47% of portfolio
3,223
Q2 2025 Added 0.75%
$0
$1.75 Million 0.45% of portfolio
68,310
Q2 2025 Reduced 4.36%
$146B
$1.69 Million 0.44% of portfolio
7,243
Q2 2025 Reduced 2.15%
$229B
$1.72 Million 0.44% of portfolio
11,792
Q2 2025 Reduced 2.26%
$182B
$1.65 Million 0.43% of portfolio
38,117
Q2 2025 Added 1.54%
$1.08T
$1.48 Million 0.38% of portfolio
4,659
Q1 2025 Reduced 0.87%
$53.3B
$1.39 Million 0.36% of portfolio
18,691
Q2 2025 Reduced 0.6%
$177B
$1.4 Million 0.36% of portfolio
7,208
Q2 2025 Reduced 3.67%
$78.6B
$1.23 Million 0.32% of portfolio
16,579
Q2 2025 Reduced 3.99%
$281B
$1.21 Million 0.31% of portfolio
12,369
Q2 2025 Added 0.58%
$368B
$1.17 Million 0.3% of portfolio
7,355
Q2 2025 Reduced 0.7%
$89.4B
$1.03 Million 0.27% of portfolio
2,056
Q2 2025 Reduced 0.48%
$108B
$997,000 0.26% of portfolio
10,881
Q2 2025 Reduced 4.35%
$302B
$954,000 0.25% of portfolio
6,663
Q2 2025 Added 2.43%
$94.4B
$964,000 0.25% of portfolio
13,575
Q2 2025 Reduced 4.26%
$0
$918,000 0.24% of portfolio
2,094
Q2 2025 Added 9.92%
$0
$874,000 0.23% of portfolio
23,317
Q2 2025 Reduced 3.15%
$0
$866,000 0.22% of portfolio
14,481
Q2 2025 Added 0.98%
$122B
$815,000 0.21% of portfolio
9,351
Q2 2025 Reduced 2.54%

Summary

  • Portfolio
  • No. of Stocks 510
  • Current Value $387 Million
  • Prior Value $357 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 17 stocks
  • Additional Purchases 212 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 63 stocks
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