Instuitional Investor - Winch Advisory Services, Llc
Fund Profile
Filing Period:
| Fund Name: | Winch Advisory Services, Llc |
| Portfolio Value | $384,491,959 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 573,628 | $40,974,269 | 10.65% | |
| 2. | AAPL | 118,943 | $29,785,608 | 7.74% | |
| 3. | NVDA | 217,134 | $29,158,928 | 7.58% | |
| 4. | Vanguard Scottsdale Funds | 287,484 | $23,076,372 | 6% | |
| 5. | Capital Group Fixed Income U S Multi Sector Income Etf | 719,243 | $19,620,940 | 5.1% |
