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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$90.3M
$2,000 0.0% of portfolio
12,000
Q1 2025 New
$270M
$4,000 0.0% of portfolio
3,530
Q3 2024 New
$281M
$1,000 0.0% of portfolio
495
Q3 2025 Added 169.02%
$67.9M
$0 0.0% of portfolio
500
Q1 2022 New
$282M
$0 0.0% of portfolio
52
Q4 2020 New
$71.7M
$2,000 0.0% of portfolio
1,500
Q4 2024 New
$192M
$1,000 0.0% of portfolio
172
Q2 2024 New
$203M
$6,000 0.0% of portfolio
1,278
Q4 2024 Added 359.71%
$131M
$1,000 0.0% of portfolio
1,000
Q2 2020 New
$296M
$0 0.0% of portfolio
89
Q4 2020 New

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
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