CIK 1585822
Winch Advisory Services, LLC
Institutional 13F holdings & portfolio
Holdings
519
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 519
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPTM | STATE STREET SPDR PORT S&P 1500 COMPOSITE STOCK MARKET ETF | 597K | $1M+ | SH |
| NVDA | NVIDIA CORP | 194K | $1M+ | SH |
| AAPL | APPLE INC | 109K | $1M+ | SH |
| VGSH | VANGUARD SHORT TERM TREASURY ETF | 499K | $1M+ | SH |
| VCIT | VANGUARD INTERMEDIATE TERM CORP BOND ETF | 318K | $1M+ | SH |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MTH T-BILL ETF | 246K | $1M+ | SH |
| CGMS | CAPITAL GROUP FIXED INCOME U S MULTI SECTOR INCOME ETF | 772K | $1M+ | SH |
| GOOG | ALPHABET INC CL C | 62K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 40K | $1M+ | SH |
| AMZN | AMAZON.COM INC | 81K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC CL B | 25K | $1M+ | SH |
| SHV | ISHARES 0-1 YEAR TREASURY BOND ETF | 108K | $1M+ | SH |
| GBIL | GOLDMAN SACHS ACCESS TREASURY 0-1YR ETF | 117K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO | 24K | $1M+ | SH |
| QQQ | INVESCO QQQ ETF | 11K | $1M+ | SH |
| V | VISA INC CL A | 18K | $1M+ | SH |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD ETF | 148K | $1M+ | SH |
| SYK | STRYKER CORP | 14K | $1M+ | SH |
| NFLX | NETFLIX INC | 53K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF | 7K | $1M+ | SH |
| META | META PLATFORMS INC CL A | 7K | $1M+ | SH |
| C | CITIGROUP INC | 37K | $1M+ | SH |
| ORCL | ONTO INNOVATION INC | 25K | $1M+ | SH |
| SPEM | SPDR EMERGING MARKETS ETF | 74K | $1M+ | SH |
| SHY | ISHARES 1-3 YR TREASURY BOND ETF | 42K | $1M+ | SH |
| CRM | SALESFORCE INC | 12K | $1M+ | SH |
| MRVL | MARVELL TECHNOLOGY INC | 37K | $1M+ | SH |
| COST | COSTCO WHOLESALE CORP | 4K | $1M+ | SH |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 7K | $1M+ | SH |
| SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORP BOND ETF | 72K | $1M+ | SH |
| RTX | RTX CORP | 12K | $1M+ | SH |
| KO | COCA-COLA COMPANY | 30K | $1M+ | SH |
| TSLA | TESLA INC | 5K | $1M+ | SH |
| SPAB | STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | 79K | $1M+ | SH |
| DIS | WALT DISNEY CO | 17K | $1M+ | SH |
| MA | MASTERCARD INC CL A | 3K | $1M+ | SH |
| ADBE | ADOBE INC | 5K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 42K | $1M+ | SH |
| EBAY | EBAY INC | 18K | $1M+ | SH |
| WMT | WALMART INC | 13K | $1M+ | SH |
| HON | HONEYWELL INTL INC | 7K | $1M+ | SH |
| GOOGL | ALPHABET INC CL A | 4K | $1M+ | SH |
| NOC | NORTHROP GRUMMAN CORP | 2K | $1M+ | SH |
| VUG | VANGUARD GROWTH ETF | 2K | $1M+ | SH |
| ASML | ASML HOLDING NV NY REGISTRY SHS NEW 2012 | 1K | $1M+ | SH |
| VGIT | VANGUARD INTERMEDIATE TERM TREASURY INDEX ETF | 19K | $1M+ | SH |
| PG | PROCTER & GAMBLE CO | 8K | $1M+ | SH |
| TXN | TEXAS INSTRUMENTS INC | 6K | $1M+ | SH |
| CVX | CHEVRON CORP | 7K | $1M+ | SH |
| SMH | VANECK SEMICONDUCTOR ETF | 3K | $1M+ | SH |