Winch Advisory Services, LLC recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
424 E Wisconsin Avenue Appleton, WI 54911
As of the latest 13F report, the guru’s equity portfolio contained 448 stocks valued at a total of $234.00Mil. The top holdings were
According to GuruFocus data, these were Winch Advisory Services, LLC’s top five trades of the quarter.
iShares 0-3 Month Treasury Bond ETF
The guru established a new position worth 36,611 shares in ARCA:SGOV, giving the stock a 1.56% weight in the equity portfolio. Shares traded for an average price of $99.65000000000001 during the quarter.
On 01/27/2023, iShares 0-3 Month Treasury Bond ETF traded for a price of $100.42 per share and a market cap of $6.59Bil. The stock has returned 1.87% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Vanguard Short-Term Government Bond ETF
Winch Advisory Services, LLC reduced their investment in NAS:VGSH by 59,584 shares. The trade had a 1.48% impact on the equity portfolio. During the quarter, the stock traded for an average price of $57.57.
On 01/27/2023, Vanguard Short-Term Government Bond ETF traded for a price of $58.23 per share and a market cap of $18.87Bil. The stock has returned -2.54% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Apple Inc
Winch Advisory Services, LLC reduced their investment in NAS:AAPL by 6,280 shares. The trade had a 0.37% impact on the equity portfolio. During the quarter, the stock traded for an average price of $142.91.
On 01/27/2023, Apple Inc traded for a price of $143.96 per share and a market cap of $2,279.78Bil. The stock has returned -9.27% over the past year.
GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 10 out of 10.
In terms of valuation, Apple Inc has a price-earnings ratio of 23.56, a price-book ratio of 45.27, a price-earnings-to-growth (PEG) ratio of 1.35, a EV-to-Ebitda ratio of 17.41 and a price-sales ratio of 5.96.
The price-to-GF Value ratio is 0.83, earning the stock a GF Value rank of 9.
Goldman Sachs Access Treasury 0-1 Year ETF
Winch Advisory Services, LLC reduced their investment in ARCA:GBIL by 6,899 shares. The trade had a 0.3% impact on the equity portfolio. During the quarter, the stock traded for an average price of $99.2.
On 01/27/2023, Goldman Sachs Access Treasury 0-1 Year ETF traded for a price of $99.95999999999999 per share and a market cap of $4.77Bil. The stock has returned 1.35% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
SPDR Portfolio S&P 1500 Composite Stock Market ETF
During the quarter, Winch Advisory Services, LLC bought 10,454 shares of ARCA:SPTM for a total holding of 472,600. The trade had a 0.21% impact on the equity portfolio. During the quarter, the stock traded for an average price of $47.32.
On 01/27/2023, SPDR Portfolio S&P 1500 Composite Stock Market ETF traded for a price of $50.14 per share and a market cap of $5.80Bil. The stock has returned -4.48% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, SPDR Portfolio S&P 1500 Composite Stock Market ETF has a price-earnings ratio of 19.43 and a price-book ratio of 3.60.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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