Winch Advisory Services, LLC Top Holdings and 13F Report (2025) About Winch Advisory Services, LLCInvestment ActivityWinch Advisory Services, LLC has $384.49 million in total holdings as of December 31, 2024.Winch Advisory Services, LLC owns shares of 554 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 4.85% of the portfolio was purchased this quarter.About 2.33% of the portfolio was sold this quarter.This quarter, Winch Advisory Services, LLC has purchased 469 new stocks and bought additional shares in 215 stocks.Winch Advisory Services, LLC sold shares of 59 stocks and completely divested from 45 stocks this quarter.Largest Holdings SPDR Portfolio S&P 1500 Composite Stock Market ETF $40,974,269Apple $29,785,608NVIDIA $29,158,928Vanguard Intermediate-Term Corporate Bond ETF $23,076,372Capital Group U.S. Multi-Sector Income ETF $19,620,940 Largest New Holdings this Quarter LAM RESEARCH CORP $229,726 HoldingW. P. Carey $69,081 HoldingBLACKROCK FDG INC $41,392 HoldingUnited Airlines $38,160 HoldingABRDN ASIA PACIFIC INCOME FUND INC $29,867 Holding Largest Purchases this Quarter Vanguard Intermediate-Term Corporate Bond ETF 59,366 shares (about $4.77M)Capital Group U.S. Multi-Sector Income ETF 145,538 shares (about $3.97M)Goldman Sachs Access Treasury 0-1 Year ETF 29,306 shares (about $2.93M)SPDR Portfolio S&P 1500 Composite Stock Market ETF 9,417 shares (about $672.66K)Vanguard Short-Term Treasury Index ETF 10,075 shares (about $586.16K) Largest Sales this Quarter Invesco QQQ 7,184 shares (about $3.67M)NVIDIA 11,490 shares (about $1.54M)Apple 2,517 shares (about $630.31K)Vanguard Total Stock Market ETF 1,624 shares (about $470.64K)iShares Short Treasury Bond ETF 3,994 shares (about $439.78K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWinch Advisory Services, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$40,974,269$672,657 ▲1.7%573,62810.7%ETFAAPLApple$29,785,608$630,305 ▼-2.1%118,9437.7%Computer and TechnologyNVDANVIDIA$29,158,928$1,542,992 ▼-5.0%217,1347.6%Computer and TechnologyVCITVanguard Intermediate-Term Corporate Bond ETF$23,076,372$4,765,315 ▲26.0%287,4846.0%ETFCGMSCapital Group U.S. Multi-Sector Income ETF$19,620,940$3,970,275 ▲25.4%719,2435.1%ETFAMZNAmazon.com$18,920,664$334,790 ▼-1.7%86,2424.9%Retail/WholesaleVGSHVanguard Short-Term Treasury Index ETF$18,043,054$586,163 ▲3.4%310,1254.7%ETFMSFTMicrosoft$17,706,049$225,925 ▼-1.3%42,0074.6%Computer and TechnologyBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$15,673,801$514,749 ▲3.4%171,4304.1%ETFQQQInvesco QQQ$14,205,357$3,672,627 ▼-20.5%27,7873.7%FinanceSHViShares Short Treasury Bond ETF$12,464,544$439,779 ▼-3.4%113,2013.2%ETFGOOGAlphabet$12,433,425$43,992 ▲0.4%65,2883.2%Computer and TechnologyBRK.BBerkshire Hathaway$11,571,137$139,608 ▼-1.2%25,5283.0%FinanceVVisa$6,184,952$61,312 ▼-1.0%19,5701.6%Business ServicesJPMJPMorgan Chase & Co.$5,854,005$28,765 ▲0.5%24,4211.5%FinanceSYKStryker$5,304,125$14,042 ▲0.3%14,7321.4%MedicalNFLXNetflix$4,922,950$165,792 ▼-3.3%5,5231.3%Consumer DiscretionaryMRVLMarvell Technology$4,872,829$43,959 ▼-0.9%44,1181.3%Computer and TechnologyCRMSalesforce$4,336,201$54,495 ▲1.3%12,9701.1%Computer and TechnologyMETAMeta Platforms$4,273,360$1,171 ▼0.0%7,2991.1%Computer and TechnologyGBILGoldman Sachs Access Treasury 0-1 Year ETF$4,251,734$2,928,282 ▲221.3%42,5511.1%ETFAAAUGoldman Sachs Physical Gold ETF$3,878,786$42,067 ▲1.1%149,5581.0%Finance, Insurance, And Real EstateSPYSPDR S&P 500 ETF Trust$3,722,900$32,822 ▲0.9%6,3521.0%FinanceSHYiShares 1-3 Year Treasury Bond ETF$3,408,030$63,945 ▼-1.8%41,5710.9%ManufacturingCOSTCostco Wholesale$2,963,898$28,402 ▲1.0%3,2350.8%Retail/WholesaleVTIVanguard Total Stock Market ETF$2,891,626$470,635 ▼-14.0%9,9780.8%ETFADBEAdobe$2,763,654$79,152 ▲2.9%6,2150.7%Computer and TechnologyCCitigroup$2,623,565$4,505 ▼-0.2%37,2720.7%FinanceSPEMSPDR Portfolio Emerging Markets ETF$2,615,347$23,099 ▲0.9%68,1610.7%ETFDISWalt Disney$2,058,704$36,188 ▲1.8%18,4890.5%Consumer DiscretionarySPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$1,960,915$340,475 ▲21.0%59,8570.5%ETFTSLATesla$1,898,048$56,941 ▼-2.9%4,7000.5%Auto/Tires/TrucksKOCoca-Cola$1,894,261$163,806 ▲9.5%30,4250.5%Consumer StaplesMAMastercard$1,713,757$13,689 ▲0.8%3,2550.4%Business ServicesSPABSPDR Portfolio Aggregate Bond ETF$1,665,294$188,476 ▲12.8%66,6380.4%ETFHONHoneywell International$1,608,264$10,165 ▼-0.6%7,1200.4%Multi-Sector ConglomeratesPYPLPayPal$1,436,142$21,764 ▼-1.5%16,8270.4%Computer and TechnologyVZVerizon Communications$1,419,485$56,186 ▲4.1%35,4960.4%Computer and TechnologyTXNTexas Instruments$1,403,902$32,252 ▲2.4%7,4870.4%Computer and TechnologyRTXRTX$1,401,365$50,917 ▲3.8%12,1100.4%AerospacePGProcter & Gamble$1,236,508$75,102 ▲6.5%7,3760.3%Consumer StaplesEBAYeBay$1,166,405$6,877 ▲0.6%18,8280.3%Retail/WholesaleWMTWalmart$1,060,976$122,514 ▲13.1%11,7430.3%Retail/WholesaleNKENIKE$1,045,227$8,248 ▼-0.8%13,8130.3%Consumer DiscretionarySBUXStarbucks$1,042,159$3,285 ▼-0.3%11,4210.3%Retail/WholesaleUSHYiShares Broad USD High Yield Corporate Bond ETF$1,002,377$89,841 ▲9.8%27,2460.3%ETFNOCNorthrop Grumman$941,961$48,342 ▲5.4%2,0070.2%AerospaceCVXChevron$896,473$87,054 ▲10.8%6,1890.2%Oils/EnergyGOOGLAlphabet$830,237$10,979 ▲1.3%4,3860.2%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$796,916$8,893 ▼-1.1%10,2160.2%ETFVUGVanguard Growth ETF$764,329$43,101 ▲6.0%1,8620.2%ETFMDTMedtronic$747,775$30,755 ▲4.3%9,3610.2%MedicalVGITVanguard Intermediate-Term Treasury Index ETF$730,903$126,960 ▲21.0%12,6020.2%ETFSPTSSPDR Portfolio Short Term Treasury ETF$718,127$61,705 ▼-7.9%24,7540.2%ETFAGGYWisdomTree Yield Enhanced U.S. Aggregate Bond Fund$717,750$172,366 ▲31.6%16,7230.2%FinanceWECWEC Energy Group$711,301$2,257 ▲0.3%7,5640.2%UtilitiesXOMExxon Mobil$690,500$150,492 ▲27.9%6,4190.2%Oils/EnergySMHVanEck Semiconductor ETF$643,833$2,663 ▲0.4%2,6590.2%ManufacturingGLDSPDR Gold Shares$586,681$48,426 ▲9.0%2,4230.2%FinanceVFHVanguard Financials ETF$527,421$5,549 ▲1.1%4,4670.1%ETFVHTVanguard Health Care ETF$493,172$3,805 ▲0.8%1,9440.1%ETFROPRoper Technologies$480,458$45,238 ▲10.4%9240.1%Computer and TechnologyJNJJohnson & Johnson$479,490$58,418 ▲13.9%3,3160.1%MedicalSHAGWisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund$461,749$12,651 ▼-2.7%9,7820.1%FinanceMMM3M$460,2680.0%3,5650.1%Multi-Sector ConglomeratesPFEPfizer$458,048$27,937 ▲6.5%17,2650.1%MedicalIAUiShares Gold Trust$455,244$98,574 ▼-17.8%9,1950.1%FinanceASMLASML$448,690$281,558 ▲168.5%6470.1%Computer and TechnologyDEDeere & Company$382,923$7,201 ▲1.9%9040.1%Industrial ProductsBPBP$377,550$59,447 ▲18.7%12,7720.1%Oils/EnergyKLACKLA$372,6710.0%5910.1%Computer and TechnologyMCDMcDonald's$363,456$870 ▲0.2%1,2540.1%Retail/WholesaleVAWVanguard Materials ETF$345,307$2,818 ▲0.8%1,8380.1%ETFUNHUnitedHealth Group$337,861$22,254 ▲7.1%6680.1%MedicalTSMTaiwan Semiconductor Manufacturing$326,413$73,458 ▲29.0%1,6530.1%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$322,801$9,492 ▲3.0%5,6110.1%ETFLMTLockheed Martin$300,776$45,189 ▲17.7%6190.1%AerospaceTAT&T$290,859$3,256 ▲1.1%12,7740.1%Computer and TechnologyAMDAdvanced Micro Devices$287,118$120,186 ▲72.0%2,3770.1%Computer and TechnologyVISVanguard Industrials ETF$280,059$1,781 ▲0.6%1,1010.1%ETFULSTSPDR SSgA Ultra Short Term Bond ETF$252,138$30,552 ▼-10.8%6,2390.1%ETFSPYVSPDR Portfolio S&P 500 Value ETF$236,459$1,534 ▲0.7%4,6240.1%ETFWMWaste Management$232,606$403 ▲0.2%1,1530.1%Business ServicesLAM RESEARCH CORP$229,726$229,726 ▲New Holding3,1800.1%COMXLKTechnology Select Sector SPDR Fund$227,065$30,213 ▲15.3%9770.1%ETFVYMVanguard High Dividend Yield ETF$226,028$22,195 ▲10.9%1,7720.1%ETFKMBKimberly-Clark$224,950$917 ▲0.4%1,7170.1%Consumer StaplesLYBLyondellBasell Industries$223,219$6,460 ▲3.0%3,0060.1%Basic MaterialsCHENIERE ENERGY INC$218,126$80,159 ▲58.1%1,0150.1%COMROBOROBO Global Robotics & Automation ETF$199,160$619 ▲0.3%3,5400.1%ETFVTVVanguard Value ETF$199,061$169 ▲0.1%1,1760.1%ETFWFCWells Fargo & Company$192,706$64,259 ▲50.0%2,7440.1%FinanceACVFAmerican Conservative Values ETF$189,489$262 ▲0.1%4,3340.0%ETFISHARES BITCOIN TRUST ETF$187,373$30,079 ▲19.1%3,5320.0%ETFFFord Motor$169,225$12,544 ▼-6.9%17,0930.0%Auto/Tires/TrucksDIASPDR Dow Jones Industrial Average ETF Trust$164,988$850 ▲0.5%3880.0%FinanceBOTZGlobal X Robotics & Artificial Intelligence Thematic ETF$161,1300.0%5,0430.0%ManufacturingVOOVanguard S&P 500 ETF$154,921$31,737 ▲25.8%2880.0%ETFDOWDOW$153,041$2,327 ▼-1.5%3,8140.0%Basic MaterialsNEENextEra Energy$149,633$4,732 ▲3.3%2,0870.0%UtilitiesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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