Instuitional Investor - Winch Advisory Services, Llc
Fund Profile
Filing Period:
| Fund Name: | Winch Advisory Services, Llc |
| Portfolio Value | $378,237,356 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 584,256 | $39,735,230 | 10.51% | |
| 2. | Vanguard Scottsdale Funds | 483,749 | $28,391,231 | 7.51% | |
| 3. | AAPL | 115,505 | $25,657,204 | 6.78% | |
| 4. | Vanguard Scottsdale Funds | 296,880 | $24,272,918 | 6.42% | |
| 5. | Spdr Bloomberg 1-3 Month T-Bill Etf - ETF | 253,578 | $23,260,664 | 6.15% |
