Winch Advisory Services, LLC Reduced Holdings in Q2 2025

Winch Advisory Services, LLC

  • $387 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-2.54K
- 2.2%
$172.42 - $223.89 $438K - $569K
113K $23.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-586
- 2.32%
$483.48 - $539.8 $283K - $316K
24.7K $12M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-15.7K
- 6.19%
$91.43 - $91.74 $1.43M - $1.44M
238K $21.8M
SHV
Ishares Tr

ETFs
-2.23K
- 1.96%
$110.06 - $110.46 $245K - $246K
112K $12.3M
SBUX
Starbucks Corp

Consumer Cyclical
-495
- 4.35%
$79.69 - $99.41 $39.4K - $49.2K
10.9K $997K
PG
Procter & Gamble CO

Consumer Defensive
-52
- 0.7%
$157.66 - $172.39 $8.2K - $8.96K
7.36K $1.17M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-3.13K
- 4.77%
$32.62 - $33.58 $102K - $105K
62.4K $2.1M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-3.11K
- 4.36%
$24.98 - $25.66 $77.8K - $79.9K
68.3K $1.75M
KO
Coca Cola CO

Consumer Defensive
-565
- 1.86%
$68.37 - $73.9 $38.6K - $41.8K
29.9K $2.11M
ROP
Roper Technologies Inc

Industrials
-57
- 6.04%
$519.19 - $590.78 $29.6K - $33.7K
887 $502K
V
Visa Inc.

Financial Services
-395
- 2.07%
$308.27 - $373.31 $122K - $147K
18.7K $6.63M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-1.24K
- 7.13%
$42.51 - $43.7 $52.8K - $54.3K
16.2K $705K
PFE
Pfizer Inc

Healthcare
-1.15K
- 6.18%
$21.59 - $24.84 $24.9K - $28.6K
17.5K $424K
MDT
Medtronic PLC

Healthcare
-244
- 2.54%
$80.68 - $88.86 $19.7K - $21.7K
9.35K $815K
ADBE
Adobe Inc.

Technology
-162
- 2.6%
$340.0 - $420.68 $55.1K - $68.2K
6.06K $2.34M
VHT
Vanguard Health Care ETF

ETFs
-17
- 0.87%
$236.71 - $261.92 $4.02K - $4.45K
1.93K $480K
NOC
Northrop Grumman Corp

Industrials
-10
- 0.48%
$456.3 - $540.39 $4.56K - $5.4K
2.06K $1.03M
PEP
Pepsico Inc

Consumer Defensive
-68
- 7.41%
$128.02 - $151.37 $8.71K - $10.3K
850 $112K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-758
- 3.15%
$35.3 - $37.51 $26.8K - $28.4K
23.3K $874K
EOG
Eog Resources Inc

Energy
-4
- 0.49%
$104.61 - $129.97 $418 - $520
807 $96K
HD
Home Depot, Inc.

Consumer Cyclical
-21
- 21.21%
$335.24 - $380.78 $7.04K - $8K
78 $28K
PFG
Principal Financial Group Inc

Financial Services
-46
- 7.44%
$69.56 - $86.19 $3.2K - $3.96K
572 $45K
VO
Vanguard Mid Cap ETF

ETFs
-43
- 17.84%
$228.54 - $279.83 $9.83K - $12K
198 $55K
FDX
Fedex Corp

Industrials
-13
- 12.15%
$198.07 - $245.17 $2.57K - $3.19K
94 $21K
VB
Vanguard Small Cap ETF

ETFs
-28
- 18.18%
$193.73 - $237.37 $5.42K - $6.65K
126 $29K
INTC
Intel Corp

Technology
-204
- 23.67%
$18.13 - $22.69 $3.7K - $4.63K
658 $14K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-20
- 12.9%
$99.37 - $134.05 $1.99K - $2.68K
135 $15K
IBB
Ishares Biotechnology ETF

ETFs
-29
- 4.04%
$112.02 - $129.0 $3.25K - $3.74K
688 $87K
QCOM
Qualcomm Inc

Technology
-47
- 9.16%
$124.66 - $159.48 $5.86K - $7.5K
466 $74K
DVN
Devon Energy Corp

Energy
-64
- 22.78%
$26.8 - $37.92 $1.72K - $2.43K
217 $6K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-86
- 10.57%
$29.82 - $30.19 $2.56K - $2.6K
728 $21K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-102
- 15.5%
$55.54 - $69.09 $5.67K - $7.05K
556 $38K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-11
- 0.2%
$51.14 - $57.0 $563 - $627
5.6K $318K
SNOW
Snowflake Inc.

Technology
-19
- 73.08%
$130.53 - $223.77 $2.48K - $4.25K
7 $1K
AMRN
Amarin Corp Plcuk

Healthcare
-137
- 95.14%
$8.05 - $16.22 $1.1K - $2.22K
7 $0
Amentum Holdings Inc
-175
- 32.41%
N/A
365 $0
Tempus Ai Inc Cl A
-29
- 50.0%
N/A
29 $0
Jacobs Solutions Inc
-200
- 36.83%
N/A
343 $0
Ishares Bitcoin Trust ETF
-32
- 0.9%
N/A
3.54K $0
JCI
Johnson Controls International PLC

Industrials
-121
- 22.74%
$71.14 - $105.62 $8.61K - $12.8K
411 $43K
VAW
Vanguard Materials ETF

ETFs
-26
- 1.43%
$163.82 - $196.64 $4.26K - $5.11K
1.8K $349K
FIS
Fidelity National Information Services, Inc.

Technology
-39
- 2.6%
$68.14 - $82.13 $2.66K - $3.2K
1.46K $118K
CRM
Salesforce, Inc.

Technology
-167
- 1.28%
$236.26 - $291.15 $39.5K - $48.6K
12.9K $3.52M
GLD
Spdr Gold Trust

ETFs
-50
- 2.06%
$273.71 - $316.29 $13.7K - $15.8K
2.37K $723K
NKE
Nike, Inc.

Consumer Cyclical
-604
- 4.26%
$53.27 - $72.04 $32.2K - $43.5K
13.6K $964K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-689
- 3.99%
$57.41 - $74.81 $39.6K - $51.5K
16.6K $1.23M
EBAY
Ebay Inc

Consumer Cyclical
-113
- 0.6%
$59.52 - $79.36 $6.73K - $8.97K
18.7K $1.39M
HON
Honeywell International Inc

Industrials
-159
- 2.15%
$182.86 - $232.88 $29.1K - $37K
7.24K $1.69M
RTX
Raytheon Technologies Corp

Industrials
-273
- 2.26%
$113.75 - $148.48 $31.1K - $40.5K
11.8K $1.72M
Activity Summary
Buys All Purchases 229 New Holdings 17 Increased Positions 212 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Winch Advisory Services, LLC Portfolio

Follow Winch Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Winch Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Winch Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email