WA

Winch Advisory Services, LLC

13F
Winch Advisory Services, LLC
Last update 2024-10-22 467 Stocks (40 new)
Value $362.00 Mil Turnover 1 %
Countries:
Top Holdings: SPTM(10.93%)AAPL(7.83%)NVDA(7.68%)VCIT(5.28%)MSFT(5.06%)
Portfolio Report
Summary Stock Picks Current Portfolio
Winch Advisory Services, LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPTM 		SPDR Portfolio S&P 1500 Composite Stock Market ETF
564,211
39528.610
+0.67%
10.930
+0.07%
0.430
+6.44%
+21.04%
9317.790
 
AAPL 		Apple Inc
121,460
28300.160
-2.41%
7.830
-0.18%
0.000
+5.29%
+19.97%
3498471.924
Hardware
NVDA 		NVIDIA Corp
228,624
27764.140
-3.15%
7.680
-0.26%
0.000
+34.19%
+181.11%
3414085.400
Semiconductors
VCIT 		Vanguard Intermediate-Term Corporate Bond ETF
228,118
19104.900
+1.20%
5.280
+0.06%
0.040
+0.32%
+0.31%
48492.938
 
MSFT 		Microsoft Corp
42,543
18306.230
-0.96%
5.060
-0.05%
0.000
+2.46%
+15.65%
3215616.773
Software
VGSH 		Vanguard Short-Term Government Bond ETF
300,050
17708.970
+0.46%
4.900
+0.02%
0.090
+0.19%
+0.21%
19886.391
 
QQQ 		INVESCO QQQ Trust
34,971
17068.180
+1.17%
4.720
+0.05%
0.010
+8.49%
+21.21%
299391.597
 
AMZN 		Amazon.com Inc
87,768
16353.840
-0.91%
4.520
-0.04%
0.000
+6.10%
+26.89%
2023545.295
Retail - Cyclical
CGMS 		Capital Group U.S. Multi-Sector Income
573,705
15971.950
+1.14%
4.420
+0.05%
1.020
+0.36%
+1.96%
1551.842
 
BIL 		SPDR Bloomberg 1-3 Month T-Bill ETF
165,800
15222.090
+0.09%
4.210
0%
0.050
0%
+0.43%
33705.700
 

Winch Advisory Services, LLC's Historical Top Holdings Breakdowns

Winch Advisory Services, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
GBIL 		Goldman Sachs Access Treasury 0-1 Year ETF2024-09-30Add
+0.29%
●
99.7 ($100.02) 100.3
$100.19
0.17%
Add 345.36%
13,245
10,271
NVDA 		NVIDIA Corp2024-09-30Reduce
-0.26%
●
98.91 ($118.12) 134.91
$139.18
17.83%
Reduce -3.15%
228,624
-7,443
AAPL 		Apple Inc2024-09-30Reduce
-0.18%
●
207.23 ($223.32) 234.82
$230.10
3.04%
Reduce -2.41%
121,460
-3,004
VUG 		Vanguard Growth ETF2024-09-30Add
+0.08%
●
341.08 ($371.89) 391.94
$394.25
6.01%
Add 78.74%
1,757
774
SPEM 		SPDR Portfolio Emerging Markets ETF2024-09-30Reduce
-0.07%
●
36.02 ($38.35) 41.68
$40.29
5.06%
Reduce -8.28%
67,559
-6,101
SPTM 		SPDR Portfolio S&P 1500 Composite Stock Market ETF2024-09-30Add
+0.07%
●
63.28 ($67.53) 70.06
$70.75
4.77%
Add 0.67%
564,211
3,739
VCIT 		Vanguard Intermediate-Term Corporate Bond ETF2024-09-30Add
+0.06%
●
79.29 ($82.23) 84.02
$81.53
-0.85%
Add 1.2%
228,118
2,713
CGMS 		Capital Group U.S. Multi-Sector Income2024-09-30Add
+0.05%
●
26.87 ($27.51) 27.96
$27.52
0.04%
Add 1.14%
573,705
6,449
MSFT 		Microsoft Corp2024-09-30Reduce
-0.05%
●
395.15 ($427.47) 467.56
$432.53
1.18%
Reduce -0.96%
42,543
-412
QQQ 		INVESCO QQQ Trust2024-09-30Add
+0.05%
●
434.77 ($473.23) 502.96
$496.46
4.91%
Add 1.17%
34,971
405

Winch Advisory Services, LLC Total Holding History ($B)

To

Winch Advisory Services, LLC's Asset Allocation

To

Winch Advisory Services, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Winch Advisory Services, LLC's Hypothetical Growth since 2024-09-30

Winch Advisory Services, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Winch Advisory Services, LLC's Holdings Heat Map

Size field:

Winch Advisory Services, LLC's Holdings Bubble Chart

Winch Advisory Services, LLC News

  • 1

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