Winch Advisory Services, LLC Portfolio Holdings

Winch Advisory Services, LLC

  • $357 Million
  • Q1 2025

Winch Advisory Services, LLC has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $357 Million distributed in 504 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 $39.7M, Vanguard with a value of $28.4M, Apple Inc. with a value of $25.7M, Vanguard Intermediate Term Cor with a value of $24.3M, and Spdr Bloomberg 1 3 Month T Bil with a value of $23.3M.

Examining the 13F form we can see an decrease of $6.56M in the current position value, from $364M to 357M.

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 $357 Million
ETFs: $173 Million
Technology: $77.1 Million
Financial Services: $32.4 Million
Communication Services: $24 Million
Consumer Cyclical: $21.3 Million
Consumer Defensive: $8.4 Million
Healthcare: $8.06 Million
Industrials: $7.16 Million
Other: $5.87 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.45T
$25.7 Million 7.19% of portfolio
115,505
Q1 2025 Reduced 2.89%
$416B
$23.1 Million 6.46% of portfolio
212,756
Q1 2025 Reduced 2.02%
$2.32T
$15.9 Million 4.47% of portfolio
83,791
Q1 2025 Reduced 2.84%
$3.77T
$15.7 Million 4.39% of portfolio
41,783
Q1 2025 Reduced 0.53%
$622B
$13.5 Million 3.77% of portfolio
25,299
Q1 2025 Reduced 0.9%
$1.17T
$10.1 Million 2.83% of portfolio
64,616
Q1 2025 Reduced 1.03%
$575B
$6.68 Million 1.87% of portfolio
19,065
Q1 2025 Reduced 2.58%
$855B
$5.96 Million 1.67% of portfolio
24,312
Q1 2025 Reduced 0.45%
$149B
$5.42 Million 1.52% of portfolio
14,552
Q1 2025 Reduced 1.22%
$530B
$5 Million 1.4% of portfolio
5,365
Q1 2025 Reduced 2.86%
$1.58T
$4.22 Million 1.18% of portfolio
7,317
Q1 2025 Added 0.25%
$264B
$3.51 Million 0.98% of portfolio
13,068
Q1 2025 Added 0.76%
$417B
$3.09 Million 0.87% of portfolio
3,271
Q1 2025 Added 1.11%
$61.4B
$2.76 Million 0.77% of portfolio
44,747
Q1 2025 Added 1.43%
$182B
$2.64 Million 0.74% of portfolio
37,147
Q1 2025 Reduced 0.34%
$173B
$2.39 Million 0.67% of portfolio
6,220
Q1 2025 Added 0.08%
$221B
$1.82 Million 0.51% of portfolio
18,391
Q1 2025 Reduced 0.53%
$533B
$1.75 Million 0.49% of portfolio
3,199
Q1 2025 Reduced 1.72%
$180B
$1.7 Million 0.48% of portfolio
37,538
Q1 2025 Added 5.75%
$219B
$1.6 Million 0.45% of portfolio
12,065
Q1 2025 Reduced 0.37%
$159B
$1.57 Million 0.44% of portfolio
7,402
Q1 2025 Added 3.96%
$177B
$1.46 Million 0.41% of portfolio
7,483
Q1 2025 Reduced 0.05%
$44.9B
$1.27 Million 0.36% of portfolio
18,804
Q1 2025 Reduced 0.13%
$375B
$1.26 Million 0.35% of portfolio
7,407
Q1 2025 Added 0.42%
$1.05T
$1.21 Million 0.34% of portfolio
4,659
Q1 2025 Reduced 0.87%
$87.9B
$1.13 Million 0.32% of portfolio
17,268
Q1 2025 Added 2.62%
$111B
$1.12 Million 0.31% of portfolio
11,376
Q1 2025 Reduced 0.39%
$294B
$1.09 Million 0.3% of portfolio
6,505
Q1 2025 Added 5.11%
$86.8B
$1.06 Million 0.3% of portfolio
2,066
Q1 2025 Added 2.94%
$260B
$1.08 Million 0.3% of portfolio
12,298
Q1 2025 Added 4.73%
$95B
$900,000 0.25% of portfolio
14,179
Q1 2025 Added 2.65%
$122B
$862,000 0.24% of portfolio
9,595
Q1 2025 Added 2.5%
$34.7B
$823,000 0.23% of portfolio
7,558
Q1 2025 Reduced 0.08%
$452B
$788,000 0.22% of portfolio
6,632
Q1 2025 Added 3.32%
$1.14T
$672,000 0.19% of portfolio
4,347
Q1 2025 Reduced 0.89%
$108B
$607,000 0.17% of portfolio
1,360
Q1 2025 Added 119.71%
$59.8B
$556,000 0.16% of portfolio
944
Q1 2025 Added 2.16%
$280B
$582,000 0.16% of portfolio
879
Q1 2025 Added 35.86%
$439B
$557,000 0.16% of portfolio
3,363
Q1 2025 Added 1.42%
$83.6B
$523,000 0.15% of portfolio
3,566
Q1 2025 Added 0.03%
$141B
$472,000 0.13% of portfolio
18,654
Q1 2025 Added 8.05%
$250B
$427,000 0.12% of portfolio
4,160
Q1 2025 Added 75.01%
$99.7B
$434,000 0.12% of portfolio
12,858
Q1 2025 Added 0.67%
$153B
$419,000 0.12% of portfolio
893
Q1 2025 Reduced 1.22%
$220B
$392,000 0.11% of portfolio
1,255
Q1 2025 Added 0.08%
$126B
$401,000 0.11% of portfolio
591
Q1 2024 Reduced 1.83%
$195B
$368,000 0.1% of portfolio
13,040
Q1 2025 Added 2.08%
$267B
$354,000 0.1% of portfolio
676
Q1 2025 Added 1.2%
$1.22T
$327,000 0.09% of portfolio
1,970
Q1 2025 Added 19.18%

Summary

  • Portfolio
  • No. of Stocks 504
  • Current Value $357 Million
  • Prior Value $364 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 05, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 16 stocks
  • Additional Purchases 183 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 74 stocks
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