Winch Advisory Services, LLC Portfolio Holdings

Winch Advisory Services, LLC

  • $427 Million
  • Q3 2025

Winch Advisory Services, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $427 Million distributed in 519 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 $47.2M, Nvidia Corp with a value of $38.9M, Vanguard with a value of $28.6M, Apple Inc. with a value of $28.5M, and Vanguard Intermediate Term Cor with a value of $26M.

Examining the 13F form we can see an increase of $39.3M in the current position value, from $387M to 427M.

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 $427 Million
ETFs: $191 Million
Technology: $112 Million
Financial Services: $34.3 Million
Communication Services: $32.9 Million
Consumer Cyclical: $24.7 Million
Consumer Defensive: $8.46 Million
Healthcare: $8.36 Million
Industrials: $8.16 Million
Other: $5.97 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$38.9 Million 9.12% of portfolio
208,459
Q3 2025 Reduced 0.64%
$4.3T
$28.5 Million 6.69% of portfolio
112,110
Q3 2025 Reduced 0.76%
$3.78T
$21.1 Million 4.94% of portfolio
40,670
Q3 2025 Reduced 0.59%
$2.39T
$18 Million 4.23% of portfolio
82,176
Q3 2025 Reduced 0.32%
$1.74T
$15.7 Million 3.68% of portfolio
64,492
Q3 2025 Added 0.63%
$662B
$12.6 Million 2.94% of portfolio
24,990
Q3 2025 Added 1.12%
$593B
$9.06 Million 2.12% of portfolio
32,227
Q3 2025 Added 17,320.0%
$881B
$7.72 Million 1.81% of portfolio
24,485
Q3 2025 Added 1.21%
$533B
$6.39 Million 1.5% of portfolio
18,721
Q3 2025 Added 0.27%
$49.1B
$6.32 Million 1.48% of portfolio
5,273
Q3 2025 Added 1.03%
$1.37T
$5.4 Million 1.27% of portfolio
7,359
Q3 2025 Added 1.64%
$136B
$5.37 Million 1.26% of portfolio
14,530
Q3 2025 Added 0.73%
$190B
$3.79 Million 0.89% of portfolio
37,358
Q3 2025 Reduced 0.04%
$73.7B
$3.59 Million 0.84% of portfolio
42,668
Q3 2025 Reduced 2.69%
$404B
$3.15 Million 0.74% of portfolio
3,408
Q3 2025 Added 4.54%
$237B
$3.06 Million 0.72% of portfolio
12,892
Q3 2025 Reduced 0.07%
$151B
$2.14 Million 0.5% of portfolio
6,055
Q3 2025 Reduced 0.05%
$193B
$2.03 Million 0.48% of portfolio
17,729
Q3 2025 Reduced 0.43%
$306B
$2.01 Million 0.47% of portfolio
30,345
Q3 2025 Added 1.65%
$258B
$1.97 Million 0.46% of portfolio
11,786
Q3 2025 Reduced 0.05%
$512B
$1.83 Million 0.43% of portfolio
3,219
Q3 2025 Reduced 0.12%
$172B
$1.8 Million 0.42% of portfolio
40,953
Q3 2025 Added 7.44%
$46.1B
$1.71 Million 0.4% of portfolio
18,788
Q3 2025 Added 0.52%
$132B
$1.56 Million 0.37% of portfolio
7,403
Q3 2025 Added 2.21%
$177B
$1.42 Million 0.33% of portfolio
7,303
Q3 2025 Added 1.32%
$279B
$1.38 Million 0.32% of portfolio
13,352
Q3 2025 Added 7.95%
$86.7B
$1.28 Million 0.3% of portfolio
2,095
Q3 2025 Added 1.9%
$346B
$1.18 Million 0.28% of portfolio
7,664
Q3 2025 Added 4.2%
$71.6B
$1.11 Million 0.26% of portfolio
16,572
Q3 2025 Reduced 0.04%
$303B
$1.09 Million 0.25% of portfolio
7,009
Q3 2025 Added 5.19%
$1.65T
$1.03 Million 0.24% of portfolio
4,221
Q3 2025 Reduced 3.43%
$405B
$996,000 0.23% of portfolio
1,029
Q3 2025 Added 16.93%
$79.2B
$951,000 0.22% of portfolio
13,642
Q3 2025 Added 0.49%
$97.3B
$930,000 0.22% of portfolio
11,004
Q3 2025 Added 1.13%
$35B
$880,000 0.21% of portfolio
7,685
Q3 2025 Added 0.84%
$128B
$891,000 0.21% of portfolio
9,362
Q3 2025 Added 0.12%
$388B
$792,000 0.19% of portfolio
4,900
Q3 2025 Added 9.6%
$123B
$771,000 0.18% of portfolio
1,546
Q3 2025 Added 12.44%
$490B
$760,000 0.18% of portfolio
6,749
Q3 2025 Added 0.61%
$522B
$651,000 0.15% of portfolio
3,516
Q3 2025 Added 4.3%
$161B
$638,000 0.15% of portfolio
592
Q2 2025 Added 0.17%
$300B
$597,000 0.14% of portfolio
1,730
Q3 2025 Added 16.89%
$1.46T
$583,000 0.14% of portfolio
2,091
Q3 2025 Added 3.82%
$91.4B
$553,000 0.13% of portfolio
3,567
Q3 2025 Added 0.03%
$112B
$454,000 0.11% of portfolio
13,190
Q3 2025 Added 1.53%
$139B
$459,000 0.11% of portfolio
1,393
Q3 2025 Added 46.32%
$141B
$460,000 0.11% of portfolio
18,080
Q3 2025 Added 3.31%
$47.7B
$455,000 0.11% of portfolio
913
Q3 2025 Added 2.93%
$181B
$433,000 0.1% of portfolio
15,363
Q3 2025 Added 16.97%

Summary

  • Portfolio
  • No. of Stocks 519
  • Current Value $427 Million
  • Prior Value $387 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 18 stocks
  • Additional Purchases 221 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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