Winch Advisory Services, LLC Portfolio Holdings

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.