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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 $452,105,068
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 596,924 $49,246,239 10.89%
2.
Nvidia Corp
 NVDA 193,890 $36,160,425 8%
3.
Apple Inc.
 AAPL 108,792 $29,576,079 6.54%
4.
Vanguard Scottsdale Funds
 498,840 $29,296,878 6.48%
5.
Vanguard Scottsdale Funds
 318,380 $26,664,350 5.9%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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