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 Market Cap. of $10 Billions to $200 Billions
