Winch Advisory Services, LLC
531 holdingsFiling period: 2026-03-31Current AUM: $479.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPTM | STATE STREET SPDR PORT S&P 1500 COMPOSITE STOCK MARKET ETF | 595.8K | $47.1M | $54.1M | 11.27% | -1,108 | 2026-03-31 |
| 2 | NVDA | NVIDIA CORP | 191.8K | $33.5M | $38.5M | 8.03% | -2,056 | 2026-03-31 |
| 3 | VGSH | VANGUARD SHORT TERM TREASURY ETF | 499.6K | $29.2M | $29.0M | 6.05% | +793 | 2026-03-31 |
| 4 | AAPL | APPLE INC | 107.3K | $27.2M | $33.2M | 6.91% | -1,472 | 2026-03-31 |
| 5 | VCIT | VANGUARD INTERMEDIATE TERM CORP BOND ETF | 320.6K | $26.5M | $26.1M | 5.43% | +2.3K | 2026-03-31 |
| 6 | BIL | STATE STREET SPDR BLOOMBERG 1-3 MTH T-BILL ETF | 244.9K | $22.4M | $22.5M | 4.68% | -1,441 | 2026-03-31 |
| 7 | CGMS | CAPITAL GROUP FIXED INCOME U S MULTI SECTOR INCOME ETF | 780.0K | $21.2M | $21.1M | 4.39% | +7.9K | 2026-03-31 |
| 8 | GOOG | ALPHABET INC CL C | 60.7K | $17.4M | $21.6M | 4.51% | -1,747 | 2026-03-31 |
| 9 | AMZN | AMAZON.COM INC | 81.1K | $16.9M | $22.0M | 4.59% | -89 | 2026-03-31 |
| 10 | MSFT | MICROSOFT CORP | 40.3K | $14.9M | $18.7M | 3.90% | +371 | 2026-03-31 |
| 11 | GBIL | GOLDMAN SACHS ACCESS TREASURY 0-1YR ETF | 119.5K | $12.0M | $12.0M | 2.50% | +2.0K | 2026-03-31 |
| 12 | BRK-B | BERKSHIRE HATHAWAY INC CL B | 24.8K | $11.9M | $11.9M | 2.48% | -53 | 2026-03-31 |
| 13 | SHV | ISHARES 0-1 YEAR TREASURY BOND ETF | 107.0K | $11.8M | $11.8M | 2.46% | -886 | 2026-03-31 |
| 14 | JPM | JPMORGAN CHASE & CO | 23.9K | $7.0M | $8.4M | 1.76% | -200 | 2026-03-31 |
| 15 | AAAU | GOLDMAN SACHS PHYSICAL GOLD ETF | 144.5K | $6.7M | $5.8M | 1.20% | -3,415 | 2026-03-31 |
| 16 | QQQ | INVESCO QQQ ETF | 10.7K | $6.1M | $7.3M | 1.53% | +75 | 2026-03-31 |
| 17 | V | VISA INC CL A | 18.2K | $5.5M | $6.7M | 1.39% | -66 | 2026-03-31 |
| 18 | NFLX | NETFLIX INC | 54.1K | $5.2M | $3.9M | 0.81% | +1.4K | 2026-03-31 |
| 19 | SPY | STATE STREET SPDR S&P 500 ETF | 8.0K | $5.2M | $5.9M | 1.24% | +807 | 2026-03-31 |
| 20 | ORCL | ONTO INNOVATION INC | 24.5K | $5.0M | $4.4M | 0.92% | -- | 2026-03-31 |
| 21 | SYK | STRYKER CORP | 14.3K | $4.7M | $4.7M | 0.97% | -40 | 2026-03-31 |
| 22 | META | META PLATFORMS INC CL A | 7.4K | $4.2M | $4.1M | 0.86% | +64 | 2026-03-31 |
| 23 | C | CITIGROUP INC | 36.2K | $4.1M | $4.8M | 1.00% | -770 | 2026-03-31 |
| 24 | COST | COSTCO WHOLESALE CORP | 3.6K | $3.6M | $3.4M | 0.71% | +44 | 2026-03-31 |
| 25 | SPEM | STATE STREET SPDR S&P EMERGING MARKETS ETF | 73.4K | $3.4M | $3.7M | 0.78% | -310 | 2026-03-31 |
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