Winch Advisory Services, LLC Portfolio Holdings

Winch Advisory Services, LLC

  • $387 Million
  • Q2 2025

Winch Advisory Services, LLC has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $387 Million distributed in 510 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 $43.5M, Nvidia Corp with a value of $33.1M, Vanguard with a value of $28.5M, Vanguard Intermediate Term Cor with a value of $25.1M, and Apple Inc. with a value of $23.2M.

Examining the 13F form we can see an increase of $30.5M in the current position value, from $357M to 387M.

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 $387 Million
ETFs: $181 Million
Technology: $90.8 Million
Financial Services: $32.7 Million
Communication Services: $28.9 Million
Consumer Cyclical: $23.8 Million
Consumer Defensive: $8.46 Million
Healthcare: $8.27 Million
Industrials: $7.6 Million
Other: $5.56 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$813,000 0.21% of portfolio
10,232
Q2 2025 Added 1.11%
$0
$779,000 0.2% of portfolio
2,794
Q2 2025 Added 1.05%
$1.21T
$770,000 0.2% of portfolio
4,371
Q2 2025 Added 0.55%
$34.5B
$794,000 0.2% of portfolio
7,621
Q2 2025 Added 0.83%
$106B
$723,000 0.19% of portfolio
2,373
Q2 2025 Reduced 2.06%
$442B
$723,000 0.19% of portfolio
6,708
Q2 2025 Added 1.15%
$0
$724,000 0.19% of portfolio
24,728
Q2 2025 Added 1.04%
$295B
$705,000 0.18% of portfolio
880
Q2 2025 Added 0.11%
$0
$705,000 0.18% of portfolio
16,181
Q2 2025 Reduced 7.13%
$113B
$636,000 0.16% of portfolio
1,375
Q2 2025 Added 1.1%
$282B
$634,000 0.16% of portfolio
4,471
Q2 2025 Added 7.48%
$0
$573,000 0.15% of portfolio
4,503
Q2 2025 Added 0.38%
$53.5B
$573,000 0.15% of portfolio
9,195
Q4 2024 Reduced 17.8%
$87.3B
$542,000 0.14% of portfolio
3,566
Q1 2025 Added 0.03%
$133B
$530,000 0.14% of portfolio
592
Q2 2025 Added 0.17%
$55.1B
$502,000 0.13% of portfolio
887
Q2 2025 Reduced 6.04%
$245B
$461,000 0.12% of portfolio
1,480
Q2 2025 Added 118.93%
$0
$480,000 0.12% of portfolio
1,934
Q2 2025 Reduced 0.87%
$153B
$455,000 0.12% of portfolio
896
Q2 2025 Added 0.34%
$1.27T
$456,000 0.12% of portfolio
2,014
Q2 2025 Added 2.23%
$138B
$424,000 0.11% of portfolio
17,501
Q2 2025 Reduced 6.18%
$104B
$388,000 0.1% of portfolio
12,991
Q2 2025 Added 1.03%
$203B
$380,000 0.1% of portfolio
13,134
Q2 2025 Added 0.72%
$0
$349,000 0.09% of portfolio
1,795
Q2 2025 Reduced 1.43%
$222B
$367,000 0.09% of portfolio
1,258
Q2 2025 Added 0.24%
$141B
$353,000 0.09% of portfolio
5,085
Q2 2025 Added 9.26%
$0
$310,000 0.08% of portfolio
1,107
Q2 2025 Added 0.27%
$0
$314,000 0.08% of portfolio
554
Q2 2025 Added 4,516.67%
$0
$318,000 0.08% of portfolio
5,600
Q2 2025 Reduced 0.2%
$0
$259,000 0.07% of portfolio
1,947
Q2 2025 Added 9.2%
$95.6B
$257,000 0.07% of portfolio
1,125
Q2 2025 Added 0.18%
$127B
$262,000 0.07% of portfolio
952
Q2 2025 Added 1.6%
$0
$258,000 0.07% of portfolio
6,355
Q2 2025 Added 1.11%
$0
$230,000 0.06% of portfolio
1,302
Q2 2025 Added 8.77%
$302B
$221,000 0.06% of portfolio
2,770
Q2 2025 Added 0.51%
$57.4B
$247,000 0.06% of portfolio
1,017
Q2 2025 Added 0.1%
$0
$247,000 0.06% of portfolio
979
Q2 2025 Added 0.1%
$45.1B
$223,000 0.06% of portfolio
1,732
Q2 2025 Added 0.64%
$139B
$244,000 0.06% of portfolio
1,982
Q2 2025 Added 8.19%
$0
$211,000 0.05% of portfolio
4,044
Q2 2025 Added 0.4%
$16.4B
$184,000 0.05% of portfolio
3,192
Q2 2025 Added 2.34%
$0
$205,000 0.05% of portfolio
3,438
Q1 2025 Reduced 2.88%
$0
$204,000 0.05% of portfolio
4,346
Q2 2025 Added 0.14%
$44.4B
$204,000 0.05% of portfolio
18,879
Q2 2025 Added 1.19%
$6.88B
$148,000 0.04% of portfolio
3,927
Q3 2024 Added 87.89%
$0
$168,000 0.04% of portfolio
894
Q2 2025 Added 0.11%
$0
$171,000 0.04% of portfolio
390
Q2 2025 Added 0.26%
$0
$159,000 0.04% of portfolio
3,312
Q2 2025 Added 5,710.53%
$51.4B
$168,000 0.04% of portfolio
1,251
Q2 2025 Added 13.42%

Summary

  • Portfolio
  • No. of Stocks 510
  • Current Value $387 Million
  • Prior Value $357 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 17 stocks
  • Additional Purchases 212 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 63 stocks
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