Winter & Associates, Inc.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| SPDR SERIES TRUST | $423.7K | 0.4% |
| JPMORGAN CHASE & CO | $414.0K | 0.4% |
| Walmart Inc. | $413.7K | 0.4% |
| VANECK ETF TRUST | $404.4K | 0.4% |
| Warren E. Buffett | $392.1K | 0.4% |
| TRUST FOR PROFESSIONAL MANAG | $390.6K | 0.4% |
| ELI LILLY & Co | $375.4K | 0.3% |
| SCHWAB STRATEGIC TR | $373.8K | 0.3% |
| UNITEDHEALTH GROUP INC | $347.0K | 0.3% |
| CHEVRON CORP | $318.5K | 0.3% |
| SPDR S&P 500 ETF TR | $318.5K | 0.3% |
| Visa Inc | $304.9K | 0.3% |
| Salesforce Inc | $301.2K | 0.3% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM | $299.6K | 0.3% |
| ISHARES TR | $289.0K | 0.3% |
| LAM RESEARCH CORP | $288.1K | 0.3% |
| DIMENSIONAL ETF TRUST | $286.1K | 0.3% |
| HONEYWELL INTERNATIONAL INC | $285.0K | 0.3% |
| ISHARES TR | $271.7K | 0.3% |
| Monster Beverage Corp | $257.3K | 0.2% |
| ISHARES TR | $239.1K | 0.2% |
| PROGRESSIVE CORP/OH | $238.6K | 0.2% |
| HOME DEPOT, INC. | $232.6K | 0.2% |
| iShares MSCI UAE ETF | $228.6K | 0.2% |
| MCKESSON CORP | $226.4K | 0.2% |
| WISDOMTREE TR | $222.0K | 0.2% |
| VANGUARD INDEX FDS | $218.1K | 0.2% |
| HCA Healthcare, Inc. | $217.1K | 0.2% |
| BlackRock, Inc. | $214.1K | 0.2% |
| VANGUARD WORLD FD | $208.9K | 0.2% |
| VANGUARD INDEX FDS | $201.2K | 0.2% |
| CREDIT SUISSE HIGH YIELD CREDIT FUND | $52.5K | 0.0% |