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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 $444,429,563
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 585,419 $47,214,062 10.62%
2.
Nvidia Corp
 NVDA 208,459 $38,894,318 8.75%
3.
Vanguard Scottsdale Funds
 485,897 $28,595,015 6.43%
4.
Apple Inc.
 AAPL 112,110 $28,546,610 6.42%
5.
Vanguard Scottsdale Funds
 309,038 $25,993,219 5.85%
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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