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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 $409,551,811
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 581,248 $43,529,674 10.63%
2.
Nvidia Corp
 NVDA 209,805 $33,147,073 8.09%
3.
Vanguard Scottsdale Funds
 485,033 $28,510,222 6.96%
4.
Vanguard Scottsdale Funds
 302,270 $25,064,190 6.12%
5.
Apple Inc.
 AAPL 112,963 $23,176,602 5.66%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)