Winch Advisory Services, LLC has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $345 Million distributed in 469 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 $39.5M, Apple Inc. with a value of $28.3M, Nvidia Corp with a value of $27.8M, Vanguard Intermediate Term Cor with a value of $19.1M, and Microsoft Corp with a value of $18.3M.
Examining the 13F form we can see an increase of $11M in the current position value, from $334M to 345M.
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
$345 Million
ETFs: $156 Million
Technology: $87.6 Million
Financial Services: $28.5 Million
Communication Services: $23.5 Million
Consumer Cyclical: $22.1 Million
Healthcare: $7.82 Million
Consumer Defensive: $7.61 Million
Industrials: $6.25 Million
Other: $4.76 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
