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CIK: 0001585822
Total reported value
$481.4M
$481.4M
451 檔
23.9%
The Q1 2024 SEC filing reveals that Winch Advisory Services, LLC held a total portfolio value of $481.4M, covering 451 public equity positions.
During Q1 2024, Winch Advisory Services, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 451 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 10.78% | +0.51% | +4.56% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 6.83% | +0.13% | -5.68% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.63% | +0.12% | -1.22% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 5.57% | -0.22% | -1.02% | |
| 5 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 5.40% | -0.46% | +102.90% | |
| 6 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 5.18% | -0.57% | -31.97% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.92% | +0.07% | -1.61% | |
| 8 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 4.61% | -0.47% | -30.42% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.60% | +0.25% | +5.07% | |
| 10 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 4.56% | -0.36% | +93.69% | |
| 11 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 3.86% | -0.42% | -2.44% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.34% | -0.14% | +0.68% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.07% | +0.35% | +0.11% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 1.69% | +0.04% | -1.25% | |
| 15 | SYK | Stryker CORP | Stock-Healthcare | 1.62% | -0.13% | -0.99% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.47% | -0.01% | -1.11% | |
| 17 | CRM | Salesforce Inc | Stock-Tech | 1.16% | -0.11% | +0.13% | |
| 18 | NFLX | Netflix Inc | Stock-Comm Services | 1.08% | -0.38% | -1.51% | |
| 19 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.07% | -0.07% | -3.21% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.07% | -0.11% | -0.43% | |
| 21 | AAAU | Goldman Sachs Physical Gold | ETF-Commodities | 1.00% | -0.33% | — | |
| 22 | MRVL | Marvell Technology Inc | Stock-Tech | 0.98% | +1.18% | +0.08% | |
| 23 | ADBE | Adobe Inc | Stock-Tech | 0.94% | -0.06% | +1.86% | |
| 24 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.90% | +0.01% | -3.78% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.89% | +0.12% | +6.67% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.85% | +0.06% | +4.71% | |
| 27 | C | Citigroup Inc | Stock-Financials | 0.72% | +0.08% | +0.25% | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.69% | -0.12% | +2.92% | |
| 29 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.68% | -0.05% | +0.17% | |
| 30 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.50% | -0.02% | +2.80% | |
| 31 | MA | Mastercard Inc - A | Stock-Financials | 0.49% | -0.03% | -1.52% | |
| 32 | HON | Honeywell International Inc | Stock-Industrials | 0.46% | -0.20% | +1.66% | |
| 33 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.42% | -0.03% | +50.51% | |
| 34 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.41% | -0.04% | +1.13% | |
| 35 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.40% | -0.10% | +26.60% | |
| 36 | TXN | Texas Instruments Inc | Stock-Tech | 0.39% | +0.11% | -1.45% | |
| 37 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.38% | — | +49.01% | |
| 38 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.36% | — | +5.03% | |
| 39 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.35% | -0.03% | +2.05% | |
| 40 | RTX | Rtx CORP | Stock-Industrials | 0.35% | -0.06% | +1.88% | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.32% | -0.02% | +3.41% | |
| 42 | EBAY | Ebay Inc | Stock-Consumer Disc | 0.31% | +0.01% | -0.86% | |
| 43 | MDT | Medtronic plc | Stock-Healthcare | 0.28% | -0.04% | +1.17% | |
| 44 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.27% | -0.11% | +4.93% | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.27% | +0.01% | +22.34% | |
| 46 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.26% | -0.02% | -1.76% | |
| 47 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 0.25% | -0.02% | -0.26% | |
| 48 | CVX | Chevron CORP | Stock-Energy | 0.24% | -0.09% | +32.05% | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.20% | +0.03% | — | |
| 50 | ROP | Roper Technologies Inc | Stock-Tech | 0.20% | -0.01% | +2.61% |
According to official SEC Form 13F filings, Winch Advisory Services, LLC reported a total U.S. public equity portfolio value of $481.4M across 451 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPTM, NVDA, AAPL) accounted for 23.9% of total reported equity market value during Q1 2024.
During Q1 2024, Winch Advisory Services, LLC's top holdings by market value included SPTM (10.8%)、NVDA (6.8%)、AAPL (6.6%). The largest single position, SPTM, represented 10.8% of total portfolio value.
In Q1 2024, Winch Advisory Services, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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