13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001585822
Total reported value
$481.4M
$481.4M
554 檔
29.6%
According to the latest 13F quarterly dataset, Winch Advisory Services, LLC managed an equity portfolio of $481.4M at the end of Q4 2024, spanning 554 distinct U.S. exchange-listed positions.
In Q4 2024, Winch Advisory Services, LLC displayed an active expansion posture, initiating 1 new positions and adding to 29 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 554 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 10.66% | +0.51% | +1.67% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 7.75% | +0.12% | -2.07% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 7.58% | +0.13% | -5.03% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 6.00% | -0.46% | +26.02% | |
| 5 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 5.10% | -0.36% | +25.37% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.92% | +0.07% | -1.74% | |
| 7 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 4.69% | -0.57% | +3.36% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 4.61% | -0.22% | -1.26% | |
| 9 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 4.08% | -0.47% | +3.40% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.69% | +0.25% | -20.54% | |
| 11 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 3.24% | -0.42% | -3.41% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.23% | +0.35% | +0.36% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.01% | -0.14% | -1.19% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 1.61% | +0.04% | -0.98% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.52% | -0.01% | +0.49% | |
| 16 | SYK | Stryker CORP | Stock-Healthcare | 1.38% | -0.13% | +0.27% | |
| 17 | NFLX | Netflix Inc | Stock-Comm Services | 1.28% | -0.38% | -3.26% | |
| 18 | MRVL | Marvell Technology Inc | Stock-Tech | 1.27% | +1.18% | -0.89% | |
| 19 | CRM | Salesforce Inc | Stock-Tech | 1.13% | -0.11% | +1.27% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.11% | -0.11% | -0.03% | |
| 21 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 1.11% | -0.27% | +221.26% | |
| 22 | AAAU | Goldman Sachs Physical Gold | ETF-Commodities | 1.01% | -0.33% | +1.10% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.97% | +0.12% | +0.89% | |
| 24 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.89% | -0.07% | -1.84% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.77% | -0.12% | +0.97% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.75% | +0.06% | -14.00% | |
| 27 | ADBE | Adobe Inc | Stock-Tech | 0.72% | -0.06% | +2.95% | |
| 28 | C | Citigroup Inc | Stock-Financials | 0.68% | +0.08% | -0.17% | |
| 29 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.68% | +0.01% | +0.89% | |
| 30 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.54% | -0.05% | +1.79% | |
| 31 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.51% | -0.03% | +21.01% | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.49% | +0.01% | -2.91% | |
| 33 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.49% | -0.02% | +9.47% | |
| 34 | MA | Mastercard Inc - A | Stock-Financials | 0.45% | -0.03% | +0.81% | |
| 35 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.43% | — | +12.76% | |
| 36 | HON | Honeywell International Inc | Stock-Industrials | 0.42% | -0.20% | -0.63% | |
| 37 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.37% | -0.03% | -1.49% | |
| 38 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.37% | -0.10% | +4.12% | |
| 39 | TXN | Texas Instruments Inc | Stock-Tech | 0.37% | +0.11% | +2.35% | |
| 40 | RTX | Rtx CORP | Stock-Industrials | 0.36% | -0.06% | +3.77% | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.32% | -0.02% | +6.47% | |
| 42 | EBAY | Ebay Inc | Stock-Consumer Disc | 0.30% | +0.01% | +0.59% | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.28% | -0.08% | +13.05% | |
| 44 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.27% | -0.04% | -0.78% | |
| 45 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.27% | — | -0.31% | |
| 46 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.26% | -0.02% | +9.85% | |
| 47 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.24% | -0.11% | +5.41% | |
| 48 | CVX | Chevron CORP | Stock-Energy | 0.23% | -0.09% | +10.76% | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.22% | +0.03% | +1.34% | |
| 50 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.21% | -0.02% | -1.10% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GBIL | Goldman Sachs Access Treasur | +0.7% | +221.26% | Add |
| 2 | VCIT | Vanguard Int-term Corporate | +0.7% | +26.02% | Add |
| 3 | CGMS | Cap Group US Multi-sect Bond | +0.7% | +25.37% | Add |
| 4 | AMZN | Amazon.com Inc | +0.4% | -1.74% | Trim |
| 5 | MRVL | Marvell Technology Inc | +0.4% | -0.89% | Trim |
| 6 | GOOG | Alphabet Inc-cl C | +0.2% | +0.36% | Add |
| 7 | NFLX | Netflix Inc | +0.2% | -3.26% | Trim |
| 8 | CRM | Salesforce Inc | +0.2% | +1.27% | Add |
| 9 | TSLA | Tesla Inc | +0.1% | -2.91% | Trim |
| 10 | V | Visa Inc-class A Shares | +0.1% | -0.98% | Trim |
| 11 | JPM | Jpmorgan Chase & Co | +0.1% | +0.49% | Add |
| 12 | DIS | Walt Disney Co/the | +0.1% | +1.79% | Add |
| 13 | ASML | ASML Holding N.V. | +0.1% | +168.46% | Add |
| 14 | LRCX | Lam Research CORP | +0.1% | NEW | New buy |
| 15 | SPIB | Ss Spdr P Int C CORP ETF | +0.1% | +21.01% | Add |
| 16 | WMT | Walmart Inc | +0.1% | +13.05% | Add |
| 17 | C | Citigroup Inc | 0% | -0.17% | Trim |
| 18 | AGGY | Wisdomtree Yield Enhanced US | 0% | +31.60% | Add |
| 19 | LNG | Cheniere Energy Inc | 0% | +58.10% | Add |
| 20 | OXY | Occidental Petroleum CORP | 0% | +1823.68% | Add |
| 21 | GOOGL | Alphabet Inc-cl A | 0% | +1.34% | Add |
| 22 | TSM | Taiwan Semiconductor-sp Adr | 0% | +29.04% | Add |
| 23 | XOM | Exxon Mobil CORP | 0% | +27.87% | Add |
| 24 | VGIT | Vanguard Intermediate-term T | 0% | +21.02% | Add |
| 25 | HON | Honeywell International Inc | 0% | -0.63% | Trim |
| 26 | MA | Mastercard Inc - A | 0% | +0.81% | Add |
| 27 | SPAB | Ss Spdr P Agg Bond ETF | — | +12.76% | Add |
| 28 | PYPL | Paypal Holdings Inc | — | -1.49% | Trim |
| 29 | COST | Costco Wholesale CORP | 0% | +0.97% | Add |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.89% | Add |
| 31 | IAU | Ishares Gold Trust | 0% | -17.80% | Trim |
| 32 | VZ | Verizon Communications Inc | -0.1% | +4.12% | Add |
| 33 | TXN | Texas Instruments Inc | -0.1% | +2.35% | Add |
| 34 | META | Meta Platforms Inc-class A | -0.1% | -0.03% | Trim |
| 35 | LRCXEUR | Lam Research CORP | -0.1% | EXIT | Sold out |
| 36 | KO | Coca-cola Co/the | -0.1% | +9.47% | Add |
| 37 | NKE | Nike Inc -cl B | -0.1% | -0.78% | Trim |
| 38 | AAPL | Apple Inc | -0.1% | -2.07% | Trim |
| 39 | SHY | Ishares 1-3 Year Treasury Bo | -0.1% | -1.84% | Trim |
| 40 | SPEM | State Street Sp Ptf Em ETF | -0.1% | +0.89% | Add |
| 41 | NVDA | Nvidia CORP | -0.1% | -5.03% | Trim |
| 42 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.1% | +3.40% | Add |
| 43 | ADBE | Adobe Inc | -0.1% | +2.95% | Add |
| 44 | VTI | Vanguard Total Stock Mkt ETF | -0.2% | -14.00% | Trim |
| 45 | VGSH | Vanguard Short-term Treasury | -0.2% | +3.36% | Add |
| 46 | SPTM | Ss Spdr P S&p 1500 Comp ETF | -0.3% | +1.67% | Add |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | -1.19% | Trim |
| 48 | SHV | Ishares 0-1 Year Treasury Bo | -0.4% | -3.41% | Trim |
| 49 | MSFT | Microsoft CORP | -0.5% | -1.26% | Trim |
| 50 | QQQ | Invesco Qqq Trust Series 1 | -1% | -20.54% | Trim |
According to official SEC Form 13F filings, Winch Advisory Services, LLC reported a total U.S. public equity portfolio value of $481.4M across 554 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPTM, AAPL, NVDA) accounted for 29.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
LRCX
市值: $229.7K
Top Position Liquidated / Trimmed
LRCXEUR
前期市值: $200.7K
During Q4 2024, Winch Advisory Services, LLC's top holdings by market value included SPTM (10.7%)、AAPL (7.8%)、NVDA (7.6%). The largest single position, SPTM, represented 10.7% of total portfolio value.
In Q4 2024, Winch Advisory Services, LLC made 50 total portfolio adjustments, initiating 1 new buys, adding to 29 positions, trimming 19 holdings, and fully liquidating 1 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.