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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
 595,816 $47,105,225 10.75%
2.
Nvidia Corp
 NVDA 191,834 $33,455,908 7.64%
3.
Vanguard Scottsdale Funds
 499,633 $29,248,517 6.68%
4.
Apple Inc.
 AAPL 107,320 $27,236,756 6.22%
5.
Vanguard Scottsdale Funds
 320,635 $26,532,569 6.06%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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