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CIK: 0001585822
Total reported value
$481.4M
$481.4M
504 檔
29.4%
As reported in its official Q1 2025 Form 13F filing, Winch Advisory Services, LLC's tracked investment portfolio stood at $481.4M with 504 total positions.
In Q1 2025, Winch Advisory Services, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 504 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 10.51% | +0.51% | +1.85% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 7.51% | -0.57% | +55.99% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.78% | +0.12% | -2.89% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 6.42% | -0.46% | +3.27% | |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 6.15% | -0.47% | +47.92% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 6.10% | +0.13% | -2.02% | |
| 7 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 5.29% | -0.36% | +1.90% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.21% | +0.07% | -2.84% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 4.15% | -0.22% | -0.53% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.56% | -0.14% | -0.90% | |
| 11 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 3.33% | -0.42% | +0.62% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.67% | +0.35% | -1.03% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 1.77% | +0.04% | -2.58% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.58% | -0.01% | -0.45% | |
| 15 | SYK | Stryker CORP | Stock-Healthcare | 1.43% | -0.13% | -1.22% | |
| 16 | NFLX | Netflix Inc | Stock-Comm Services | 1.32% | -0.38% | -2.86% | |
| 17 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 1.29% | -0.27% | +14.79% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.23% | +0.25% | -64.34% | |
| 19 | AAAU | Goldman Sachs Physical Gold | ETF-Commodities | 1.22% | -0.33% | +0.05% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.11% | -0.11% | +0.25% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.99% | +0.12% | +5.21% | |
| 22 | CRM | Salesforce Inc | Stock-Tech | 0.93% | -0.11% | +0.76% | |
| 23 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.91% | -0.07% | -0.15% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.82% | -0.12% | +1.11% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.76% | +0.06% | +4.24% | |
| 26 | MRVL | Marvell Technology Inc | Stock-Tech | 0.73% | +1.18% | +1.43% | |
| 27 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.72% | +0.01% | +1.36% | |
| 28 | C | Citigroup Inc | Stock-Financials | 0.70% | +0.08% | -0.34% | |
| 29 | ADBE | Adobe Inc | Stock-Tech | 0.63% | -0.06% | +0.08% | |
| 30 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.58% | -0.03% | +9.49% | |
| 31 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.58% | -0.02% | -0.03% | |
| 32 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.48% | — | +7.18% | |
| 33 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.48% | -0.05% | -0.53% | |
| 34 | MA | Mastercard Inc - A | Stock-Financials | 0.46% | -0.03% | -1.72% | |
| 35 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.45% | -0.10% | +5.75% | |
| 36 | RTX | Rtx CORP | Stock-Industrials | 0.42% | -0.06% | -0.37% | |
| 37 | HON | Honeywell International Inc | Stock-Industrials | 0.41% | -0.20% | +3.96% | |
| 38 | TXN | Texas Instruments Inc | Stock-Tech | 0.36% | +0.11% | -0.05% | |
| 39 | EBAY | Ebay Inc | Stock-Consumer Disc | 0.34% | +0.01% | -0.13% | |
| 40 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.33% | -0.02% | +0.42% | |
| 41 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.32% | +0.01% | -0.87% | |
| 42 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.30% | -0.03% | +2.62% | |
| 43 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.30% | — | -0.39% | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.29% | -0.09% | +5.11% | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.29% | -0.08% | +4.73% | |
| 46 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.28% | -0.11% | +2.94% | |
| 47 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.24% | -0.04% | +2.65% | |
| 48 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.23% | -0.02% | -11.64% | |
| 49 | MDT | Medtronic plc | Stock-Healthcare | 0.23% | -0.04% | +2.50% | |
| 50 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.23% | -0.02% | +13.80% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPTM | Ss Spdr P S&p 1500 Comp ETF | — | NEW | New buy |
| 2 | VGSH | Vanguard Short-term Treasury | — | NEW | New buy |
| 3 | AAPL | Apple Inc | — | NEW | New buy |
| 4 | VCIT | Vanguard Int-term Corporate | — | NEW | New buy |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | — | NEW | New buy |
| 6 | NVDA | Nvidia CORP | — | NEW | New buy |
| 7 | CGMS | Cap Group US Multi-sect Bond | — | NEW | New buy |
| 8 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 9 | MSFT | Microsoft CORP | — | NEW | New buy |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 11 | SHV | Ishares 0-1 Year Treasury Bo | — | NEW | New buy |
| 12 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 13 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 14 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 15 | SYK | Stryker CORP | — | NEW | New buy |
| 16 | NFLX | Netflix Inc | — | NEW | New buy |
| 17 | GBIL | Goldman Sachs Access Treasur | — | NEW | New buy |
| 18 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 19 | AAAU | Goldman Sachs Physical Gold | — | NEW | New buy |
| 20 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 22 | CRM | Salesforce Inc | — | NEW | New buy |
| 23 | SHY | Ishares 1-3 Year Treasury Bo | — | NEW | New buy |
| 24 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 25 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 26 | MRVL | Marvell Technology Inc | — | NEW | New buy |
| 27 | SPEM | State Street Sp Ptf Em ETF | — | NEW | New buy |
| 28 | C | Citigroup Inc | — | NEW | New buy |
| 29 | ADBE | Adobe Inc | — | NEW | New buy |
| 30 | SPIB | Ss Spdr P Int C CORP ETF | — | NEW | New buy |
| 31 | KO | Coca-cola Co/the | — | NEW | New buy |
| 32 | SPAB | Ss Spdr P Agg Bond ETF | — | NEW | New buy |
| 33 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 34 | MA | Mastercard Inc - A | — | NEW | New buy |
| 35 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 36 | RTX | Rtx CORP | — | NEW | New buy |
| 37 | HON | Honeywell International Inc | — | NEW | New buy |
| 38 | TXN | Texas Instruments Inc | — | NEW | New buy |
| 39 | EBAY | Ebay Inc | — | NEW | New buy |
| 40 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 41 | TSLA | Tesla Inc | — | NEW | New buy |
| 42 | PYPL | Paypal Holdings Inc | — | NEW | New buy |
| 43 | SBUX | Starbucks CORP | — | NEW | New buy |
| 44 | CVX | Chevron CORP | — | NEW | New buy |
| 45 | WMT | Walmart Inc | — | NEW | New buy |
| 46 | NOC | Northrop Grumman CORP | — | NEW | New buy |
| 47 | NKE | Nike Inc -cl B | — | NEW | New buy |
| 48 | USHY | Ishares Broad Usd High Yield | — | NEW | New buy |
| 49 | MDT | Medtronic plc | — | NEW | New buy |
| 50 | VGIT | Vanguard Intermediate-term T | — | NEW | New buy |
According to official SEC Form 13F filings, Winch Advisory Services, LLC reported a total U.S. public equity portfolio value of $481.4M across 504 disclosed positions in Q1 2025.
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, VGSH, AAPL) accounted for 29.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
SPTM
市值: $39.7M
During Q1 2025, Winch Advisory Services, LLC's top holdings by market value included SPTM (10.5%)、VGSH (7.5%)、AAPL (6.8%). The largest single position, SPTM, represented 10.5% of total portfolio value.
In Q1 2025, Winch Advisory Services, LLC made 50 total portfolio adjustments, initiating 50 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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