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Home > Institutional Investor > Winch Advisory Services, Llc > Profile

Instuitional Investor - Winch Advisory Services, Llc

Fund Profile
Filing Period:
Fund Name: Winch Advisory Services, Llc
Portfolio Value $301,531,932
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 526,350 $30,765,175 10.2%
2.
Vanguard Scottsdale Funds
 429,601 $25,058,606 8.31%
3.
Apple Inc.
 AAPL 128,064 $24,656,238 8.17%
4.
Spdr Bloomberg 1-3 Month T-Bill Etf New
 236,232 $21,589,214 7.15%
5.
Microsoft Corp
 MSFT 43,826 $16,480,398 5.46%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)