Winch Advisory Services, LLC Portfolio Holdings

Winch Advisory Services, LLC

  • $427 Million
  • Q3 2025

Winch Advisory Services, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $427 Million distributed in 519 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 $47.2M, Nvidia Corp with a value of $38.9M, Vanguard with a value of $28.6M, Apple Inc. with a value of $28.5M, and Vanguard Intermediate Term Cor with a value of $26M.

Examining the 13F form we can see an increase of $39.3M in the current position value, from $387M to 427M.

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 $427 Million
ETFs: $191 Million
Technology: $112 Million
Financial Services: $34.3 Million
Communication Services: $32.9 Million
Consumer Cyclical: $24.7 Million
Consumer Defensive: $8.46 Million
Healthcare: $8.36 Million
Industrials: $8.16 Million
Other: $5.97 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$47.2 Million 11.07% of portfolio
585,419
Q3 2025 Added 0.72%
$465B
$38.9 Million 9.12% of portfolio
208,459
Q3 2025 Reduced 0.64%
$0
$28.6 Million 6.7% of portfolio
485,897
Q3 2025 Added 0.18%
$4.3T
$28.5 Million 6.69% of portfolio
112,110
Q3 2025 Reduced 0.76%
$0
$26 Million 6.09% of portfolio
309,038
Q3 2025 Added 2.24%
$0
$22 Million 5.17% of portfolio
240,214
Q3 2025 Added 0.98%
$3.78T
$21.1 Million 4.94% of portfolio
40,670
Q3 2025 Reduced 0.59%
$2.39T
$18 Million 4.23% of portfolio
82,176
Q3 2025 Reduced 0.32%
$1.74T
$15.7 Million 3.68% of portfolio
64,492
Q3 2025 Added 0.63%
$662B
$12.6 Million 2.94% of portfolio
24,990
Q3 2025 Added 1.12%
$0
$12 Million 2.82% of portfolio
108,995
Q3 2025 Reduced 2.4%
$593B
$9.06 Million 2.12% of portfolio
32,227
Q3 2025 Added 17,320.0%
$0
$7.99 Million 1.87% of portfolio
79,752
Q3 2025 Added 17.82%
$881B
$7.72 Million 1.81% of portfolio
24,485
Q3 2025 Added 1.21%
$533B
$6.39 Million 1.5% of portfolio
18,721
Q3 2025 Added 0.27%
$49.1B
$6.32 Million 1.48% of portfolio
5,273
Q3 2025 Added 1.03%
$1.34B
$5.67 Million 1.33% of portfolio
148,630
Q3 2025 Added 0.56%
$1.37T
$5.4 Million 1.27% of portfolio
7,359
Q3 2025 Added 1.64%
$136B
$5.37 Million 1.26% of portfolio
14,530
Q3 2025 Added 0.73%
$0
$4.75 Million 1.11% of portfolio
7,127
Q3 2025 Reduced 0.53%
$190B
$3.79 Million 0.89% of portfolio
37,358
Q3 2025 Reduced 0.04%
$73.7B
$3.59 Million 0.84% of portfolio
42,668
Q3 2025 Reduced 2.69%
$0
$3.46 Million 0.81% of portfolio
41,664
Q3 2025 Reduced 0.12%
$0
$3.4 Million 0.8% of portfolio
10,375
Q3 2025 Reduced 0.49%
$0
$3.32 Million 0.78% of portfolio
71,002
Q3 2025 Added 0.95%
$404B
$3.15 Million 0.74% of portfolio
3,408
Q3 2025 Added 4.54%
$237B
$3.06 Million 0.72% of portfolio
12,892
Q3 2025 Reduced 0.07%
$0
$2.3 Million 0.54% of portfolio
67,842
Q3 2025 Added 8.7%
$1.29T
$2.19 Million 0.51% of portfolio
4,933
Q3 2025 Added 5.88%
$151B
$2.14 Million 0.5% of portfolio
6,055
Q3 2025 Reduced 0.05%
$193B
$2.03 Million 0.48% of portfolio
17,729
Q3 2025 Reduced 0.43%
$306B
$2.01 Million 0.47% of portfolio
30,345
Q3 2025 Added 1.65%
$258B
$1.97 Million 0.46% of portfolio
11,786
Q3 2025 Reduced 0.05%
$0
$1.95 Million 0.46% of portfolio
75,610
Q3 2025 Added 10.69%
$512B
$1.83 Million 0.43% of portfolio
3,219
Q3 2025 Reduced 0.12%
$172B
$1.8 Million 0.42% of portfolio
40,953
Q3 2025 Added 7.44%
$46.1B
$1.71 Million 0.4% of portfolio
18,788
Q3 2025 Added 0.52%
$132B
$1.56 Million 0.37% of portfolio
7,403
Q3 2025 Added 2.21%
$177B
$1.42 Million 0.33% of portfolio
7,303
Q3 2025 Added 1.32%
$279B
$1.38 Million 0.32% of portfolio
13,352
Q3 2025 Added 7.95%
$86.7B
$1.28 Million 0.3% of portfolio
2,095
Q3 2025 Added 1.9%
$346B
$1.18 Million 0.28% of portfolio
7,664
Q3 2025 Added 4.2%
$71.6B
$1.11 Million 0.26% of portfolio
16,572
Q3 2025 Reduced 0.04%
$0
$1.12 Million 0.26% of portfolio
2,327
Q3 2025 Added 11.13%
$303B
$1.09 Million 0.25% of portfolio
7,009
Q3 2025 Added 5.19%
$1.65T
$1.03 Million 0.24% of portfolio
4,221
Q3 2025 Reduced 3.43%
$405B
$996,000 0.23% of portfolio
1,029
Q3 2025 Added 16.93%
$0
$969,000 0.23% of portfolio
16,157
Q3 2025 Added 11.57%
$79.2B
$951,000 0.22% of portfolio
13,642
Q3 2025 Added 0.49%

Summary

  • Portfolio
  • No. of Stocks 519
  • Current Value $427 Million
  • Prior Value $387 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 18 stocks
  • Additional Purchases 221 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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