Winch Advisory Services, Llc Portfolio Stock Holdings
Winch Advisory Services, Llc disclosed 530 stock positions valued at approximately $438.1 million in its latest SEC 13F filing. The largest holdings include STATE STREET SPDR PORT S&P 1500 COMPOSITE STOCK MARKET ETF, NVIDIA CORP, and VANGUARD SHORT TERM TREASURY ETF. The filing reflects positions held as of March 31, 2026 and was filed on April 30, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 530
- Portfolio Value
- $438.1M
Holdings by Sector
Winch Advisory Services, Llc Portfolio Holdings in Q1 2026
484 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| STATE STREET SPDR PORT S&P 1500 COMPOSITE STOCK MARKET ETF | SPTM | Other | 10.75% | 595,816 | -1,108 | -0.19% | $47,105,225 |
| NVIDIA CORP | NVDA | Technology | 7.64% | 191,834 | -2,056 | -1.06% | $33,455,908 |
| VANGUARD SHORT TERM TREASURY ETF | VGSH | Other | 6.68% | 499,633 | +793 | +0.16% | $29,248,517 |
| APPLE INC | AAPL | Technology | 6.22% | 107,320 | -1,472 | -1.35% | $27,236,756 |
| VANGUARD INTERMEDIATE TERM CORP BOND ETF | VCIT | Other | 6.06% | 320,635 | +2,255 | +0.71% | $26,532,569 |
| STATE STREET SPDR BLOOMBERG 1-3 MTH T-BILL ETF | BIL | Other | 5.12% | 244,901 | -1,441 | -0.58% | $22,442,717 |
| CAPITAL GROUP FIXED INCOME U S MULTI SECTOR INCOME ETF | CGMS | Other | 4.85% | 779,954 | +7,872 | +1.02% | $21,238,132 |
| ALPHABET INC CL C | GOOG | Communication Services | 3.97% | 60,666 | -1,747 | -2.80% | $17,402,617 |
| AMAZON.COM INC | AMZN | Consumer Cyclical | 3.86% | 81,087 | -89 | -0.11% | $16,888,011 |
| MICROSOFT CORP | MSFT | Technology | 3.40% | 40,254 | +371 | +0.93% | $14,900,869 |
| GOLDMAN SACHS ACCESS TREASURY 0-1YR ETF | GBIL | Other | 2.73% | 119,526 | +2,040 | +1.74% | $11,975,277 |
| BERKSHIRE HATHAWAY INC CL B | BRK-B | Financial Services | 2.71% | 24,815 | -53 | -0.21% | $11,891,315 |
| ISHARES 0-1 YEAR TREASURY BOND ETF | SHV | Other | 2.70% | 107,026 | -886 | -0.82% | $11,814,597 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.61% | 23,946 | -200 | -0.83% | $7,044,075 |
| GOLDMAN SACHS PHYSICAL GOLD ETF | AAAU | Other | 1.52% | 144,462 | -3,415 | -2.31% | $6,672,687 |
| INVESCO QQQ ETF | QQQ | Other | 1.40% | 10,654 | +75 | +0.71% | $6,149,156 |
| VISA INC CL A | V | Financial Services | 1.25% | 18,171 | -66 | -0.36% | $5,492,107 |
| NETFLIX INC | NFLX | Communication Services | 1.19% | 54,095 | +1,385 | +2.63% | $5,201,199 |
| STATE STREET SPDR S&P 500 ETF | SPY | Other | 1.18% | 7,951 | +807 | +11.30% | $5,171,053 |
| ONTO INNOVATION INC | ORCL | Technology | 1.15% | 24,502 | - | - | $5,024,625 |
| STRYKER CORP | SYK | Healthcare | 1.07% | 14,323 | -40 | -0.28% | $4,706,344 |
| META PLATFORMS INC CL A | META | Communication Services | 0.97% | 7,417 | +64 | +0.87% | $4,243,381 |
| CITIGROUP INC | C | Financial Services | 0.94% | 36,155 | -770 | -2.09% | $4,100,317 |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 0.82% | 3,600 | +44 | +1.24% | $3,587,396 |
| STATE STREET SPDR S&P EMERGING MARKETS ETF | SPEM | Other | 0.79% | 73,446 | -310 | -0.42% | $3,445,345 |
| ISHARES 1-3 YR TREASURY BOND ETF | SHY | Other | 0.78% | 41,453 | -158 | -0.38% | $3,422,734 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 0.76% | 33,561 | -3,740 | -10.03% | $3,324,225 |
| STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORP BOND ETF | SPIB | Other | 0.57% | 74,093 | +1,923 | +2.66% | $2,485,080 |
| VANGUARD TOTAL STOCK MARKET ETF | VTI | Other | 0.57% | 7,724 | +279 | +3.75% | $2,477,929 |
| SALESFORCE INC | CRM | Technology | 0.53% | 12,474 | +103 | +0.83% | $2,328,454 |
| COCA-COLA COMPANY | KO | Consumer Defensive | 0.52% | 29,832 | -276 | -0.92% | $2,268,732 |
| RTX CORP | RTX | Industrials | 0.52% | 11,701 | +105 | +0.91% | $2,257,111 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.49% | 42,611 | +524 | +1.25% | $2,139,075 |
| STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | SPAB | Other | 0.47% | 80,717 | +2,126 | +2.71% | $2,067,981 |
| TESLA INC | TSLA | Consumer Cyclical | 0.40% | 4,669 | +45 | +0.97% | $1,735,701 |
| WALMART INC | WMT | Consumer Defensive | 0.39% | 13,578 | +312 | +2.35% | $1,687,530 |
| WALT DISNEY CO | DIS | Communication Services | 0.37% | 17,027 | +82 | +0.48% | $1,641,015 |
| HONEYWELL INTL INC | HON | Industrials | 0.37% | 7,219 | -158 | -2.14% | $1,631,773 |
| VANGUARD GROWTH ETF | VUG | Other | 0.37% | 3,733 | +1,329 | +55.28% | $1,630,680 |
| EBAY INC | EBAY | Consumer Cyclical | 0.37% | 17,679 | -517 | -2.84% | $1,609,146 |
| MASTERCARD INC CL A | MA | Financial Services | 0.36% | 3,120 | -31 | -0.98% | $1,559,116 |
| NORTHROP GRUMMAN CORP | NOC | Industrials | 0.34% | 2,191 | +45 | +2.10% | $1,494,471 |
| ASML HOLDING NV | ASML | Other | 0.33% | 1,108 | +44 | +4.14% | $1,463,452 |
| CHEVRON CORP | CVX | Energy | 0.33% | 6,949 | -47 | -0.67% | $1,437,704 |
| TEXAS INSTRUMENTS INC | TXN | Technology | 0.27% | 6,176 | -96 | -1.53% | $1,199,036 |
| ADOBE INC | ADBE | Technology | 0.27% | 4,928 | -113 | -2.24% | $1,197,963 |
| ALPHABET INC CL A | GOOGL | Communication Services | 0.27% | 4,143 | -32 | -0.77% | $1,191,253 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.26% | 7,940 | +258 | +3.36% | $1,146,862 |
| VANECK SEMICONDUCTOR ETF | SMH | Other | 0.26% | 2,951 | +9 | +0.31% | $1,131,532 |
| EXXON MOBIL CORP | XOM | Energy | 0.26% | 6,606 | -79 | -1.18% | $1,120,825 |
| VANGUARD INTERMEDIATE TERM TREASURY INDEX ETF | VGIT | Other | 0.25% | 18,696 | +135 | +0.73% | $1,113,373 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.25% | 5,360 | +446 | +9.08% | $1,090,385 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.23% | 2,971 | +140 | +4.95% | $1,003,705 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.23% | 1,653 | +82 | +5.22% | $999,123 |
| SPDR GOLD TRUST GOLD SHARES | GLD | Other | 0.22% | 2,273 | - | - | $978,049 |
| VANGUARD SHORT TERM CORP BOND ETF | VCSH | Other | 0.22% | 12,174 | +75 | +0.62% | $965,014 |
| ISHARES BROAD USD HIGH YIELD CORPORATE BD ETF | USHY | Other | 0.22% | 25,829 | +913 | +3.66% | $951,553 |
| WEC ENERGY GROUP INC | WEC | Utilities | 0.21% | 7,791 | +45 | +0.58% | $901,963 |
| WISDOMTREE YIELD ENHANCED U S AGGREGATE BOND ETF | AGGY | Other | 0.20% | 20,162 | +1,646 | +8.89% | $876,060 |
| KLA CORP | KLAC | Technology | 0.20% | 592 | - | - | $872,163 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 0.20% | 9,614 | -260 | -2.63% | $861,342 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.18% | 3,225 | -138 | -4.10% | $788,197 |
| MEDTRONIC PLC | MDT | Other | 0.18% | 8,973 | +39 | +0.44% | $777,479 |
| STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF | SPTS | Other | 0.17% | 25,667 | +410 | +1.62% | $748,973 |
| ISHARES GOLD TRUST ETF | IAU | Other | 0.17% | 8,275 | -100 | -1.19% | $729,524 |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD SPON ADR | TSM | Technology | 0.17% | 2,151 | +66 | +3.17% | $726,974 |
| PAYPAL HOLDINGS INC | PYPL | Financial Services | 0.16% | 15,139 | -499 | -3.19% | $684,726 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.15% | 7,131 | +1,372 | +23.82% | $662,298 |
| LAM RESEARCH CORP | LRCX | Other | 0.15% | 2,981 | -2 | -0.07% | $636,852 |
| BP PLC SPON ADR | BP | Energy | 0.14% | 12,827 | -292 | -2.23% | $602,884 |
| NIKE INC CL B | NKE | Consumer Cyclical | 0.13% | 10,629 | -266 | -2.44% | $561,441 |
| VANGUARD FINANCIALS ETF | VFH | Other | 0.12% | 4,485 | +15 | +0.34% | $541,773 |
| VANGUARD HEALTH CARE ETF | VHT | Other | 0.12% | 1,942 | -3 | -0.15% | $528,986 |
| BROADCOM INC | AVGO | Technology | 0.12% | 1,684 | +195 | +13.10% | $521,095 |
| VANGUARD S&P 500 INDEX ETF | VOO | Other | 0.12% | 870 | +280 | +47.46% | $519,862 |
| PFIZER INC | PFE | Healthcare | 0.11% | 17,211 | +209 | +1.23% | $483,282 |
| WISDOMTREE YIELD ENHANCED U S SHORT TERM AGGREGATE BD ETF | SHAG | Other | 0.11% | 10,122 | +260 | +2.64% | $481,587 |
| DEERE & CO | DE | Industrials | 0.11% | 839 | - | - | $472,548 |
| JPMORGAN EQUITY PREMIUM INCOME ETF | JEPI | Other | 0.10% | 8,006 | +1,084 | +15.66% | $453,792 |
| AT&T INC | T | Communication Services | 0.10% | 15,368 | +107 | +0.70% | $445,526 |
| 3M COMPANY | MMM | Industrials | 0.10% | 2,874 | -693 | -19.43% | $417,342 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.09% | 1,534 | -244 | -13.72% | $415,027 |
| VANGUARD MATERIALS ETF | VAW | Other | 0.09% | 1,816 | +7 | +0.39% | $409,199 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.09% | 1,208 | -17 | -1.39% | $375,444 |
| VANGUARD INDUSTRIALS ETF | VIS | Other | 0.08% | 1,116 | +3 | +0.27% | $348,321 |
| VANGUARD HIGH DIVIDEND YIELD ETF | VYM | Other | 0.07% | 2,142 | +10 | +0.47% | $317,265 |
| ISHARES SILVER TRUST | SLV | Other | 0.07% | 4,588 | +207 | +4.72% | $312,626 |
| CHENIERE ENERGY INC | LNG | Energy | 0.07% | 1,038 | -52 | -4.77% | $294,559 |
| ISHARES U S AEROSPACE & DEFENSE ETF | ITA | Other | 0.07% | 1,310 | +389 | +42.24% | $286,520 |
| VALERO ENERGY CORP | VLO | Energy | 0.06% | 1,103 | -12 | -1.08% | $272,422 |
| VANGUARD VALUE ETF | VTV | Other | 0.06% | 1,378 | +66 | +5.03% | $270,355 |
| ROPER TECHNOLOGIES INC | ROP | Technology | 0.06% | 755 | -24 | -3.08% | $267,098 |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | XLK | Other | 0.06% | 1,963 | +1 | +0.05% | $260,940 |
| WASTE MANAGEMENT INC DEL | WM | Industrials | 0.06% | 1,080 | +2 | +0.19% | $248,188 |
| STATE STREET ULTRA SHORT TERM BOND ETF | ULST | Other | 0.05% | 5,949 | +39 | +0.66% | $240,918 |
| STATE STREET SPDR S&P 500 VALUE ETF | SPYV | Other | 0.05% | 3,975 | +88 | +2.26% | $224,899 |
| WELLS FARGO & CO | WFC | Financial Services | 0.05% | 2,811 | +14 | +0.50% | $223,798 |
| FORD MOTOR CO | F | Consumer Cyclical | 0.05% | 18,017 | -475 | -2.57% | $207,916 |
| AMERICAN CONSERVATIVE VALUES ETF | ACVF | Other | 0.05% | 4,363 | +6 | +0.14% | $207,728 |
| AGNC INVESTMENT CORP | AGNC | Real Estate | 0.05% | 20,112 | +1,124 | +5.92% | $201,720 |