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Home > Institutional Investor > Winch Advisory Services, Llc > 13F Holdings

Instuitional Investor - Winch Advisory Services, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 KRE 597,158 $54,215,959 11.26%
2.
Nvidia Corp
 NVDA 186,886 $37,394,064 7.77%
3.
Apple Inc.
 AAPL 105,446 $30,511,792 6.34%
4.
Vanguard Scottsdale Funds
 VCIT 505,330 $29,410,197 6.11%
5.
Vanguard Scottsdale Funds
 VCIT 326,324 $26,970,703 5.6%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.