Winch Advisory Services, LLC
All holdings · as of Dec 31, 2025
| Company | Value ↓ | % of portfolio |
|---|---|---|
| STATE STREET SPDR PORT S&P 1500 COMPOSITE STOCK MARKET ETF | $49.25M | 10.9% |
| NVIDIA Corp | $36.16M | 8.0% |
| Apple Inc. | $29.58M | 6.5% |
| VANGUARD SHORT TERM TREASURY ETF | $29.30M | 6.5% |
| VANGUARD INTERMEDIATE TERM CORP BOND ETF | $26.66M | 5.9% |
| STATE STREET SPDR BLOOMBERG 1-3 MTH T-BILL ETF | $22.51M | 5.0% |
| CAPITAL GROUP FIXED INCOME U S MULTI SECTOR INCOME ETF | $21.32M | 4.7% |
| Alphabet Inc. | $19.59M | 4.3% |
| MICROSOFT CORP | $19.29M | 4.3% |
| Amazon.com Inc | $18.74M | 4.1% |
| Warren E. Buffett | $12.50M | 2.8% |
| ISHARES 0-1 YEAR TREASURY BOND ETF | $11.89M | 2.6% |
| GOLDMAN SACHS ACCESS TREASURY 0-1YR ETF | $11.74M | 2.6% |
| JPMORGAN CHASE & CO | $7.78M | 1.7% |
| INVESCO QQQ ETF | $6.50M | 1.4% |
| Visa Inc | $6.40M | 1.4% |
| GOLDMAN SACHS PHYSICAL GOLD ETF | $6.29M | 1.4% |
| STRYKER CORP | $5.05M | 1.1% |
| Netflix Inc | $4.94M | 1.1% |
| SPDR S&P 500 ETF | $4.87M | 1.1% |
| Meta Platforms Inc | $4.85M | 1.1% |
| CITIGROUP INC | $4.31M | 1.0% |
| ORACLE CORP | $3.87M | 0.9% |
| SPDR EMERGING MARKETS ETF | $3.45M | 0.8% |
| ISHARES 1-3 YR TREASURY BOND ETF | $3.45M | 0.8% |
| Salesforce Inc | $3.28M | 0.7% |
| Marvell Technology, Inc. | $3.17M | 0.7% |
| COSTCO WHOLESALE CORP /NEW | $3.07M | 0.7% |
| VANGUARD TOTAL STOCK MARKET ETF | $2.50M | 0.6% |
| STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORP BOND ETF | $2.44M | 0.5% |
| RTX Corp | $2.13M | 0.5% |
| COCA COLA CO | $2.10M | 0.5% |
| Tesla Inc | $2.08M | 0.5% |
| STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | $2.02M | 0.4% |
| Walt Disney Co | $1.93M | 0.4% |
| Mastercard Inc | $1.80M | 0.4% |
| ADOBE INC. | $1.76M | 0.4% |
| VERIZON COMMUNICATIONS INC | $1.71M | 0.4% |
| EBAY INC | $1.58M | 0.4% |
| Walmart Inc. | $1.48M | 0.3% |
| HONEYWELL INTERNATIONAL INC | $1.44M | 0.3% |
| Alphabet Inc. | $1.31M | 0.3% |
| Northrop Grumman Corp | $1.22M | 0.3% |
| VANGUARD GROWTH ETF | $1.17M | 0.3% |
| ASML HOLDING NV NY REGISTRY SHS NEW 2012 | $1.14M | 0.3% |
| VANGUARD INTERMEDIATE TERM TREASURY INDEX ETF | $1.11M | 0.2% |
| PROCTER & GAMBLE Co | $1.10M | 0.2% |
| TEXAS INSTRUMENTS INC | $1.09M | 0.2% |
| CHEVRON CORP | $1.07M | 0.2% |
| VANECK SEMICONDUCTOR ETF | $1.06M | 0.2% |