Winch Advisory Services, LLC Portfolio Holdings
Q3 2025•489 long positions•$444.3M portfolio value
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Holding497 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $47.2M 10.63% | +$336.4K Bought | — 585.4K shares | 581.2K → 585.4K +$336.4K | +0.72% | — — | Q4 2017 Held for 7y 11m | |
Semiconductors Technology | $38.9M 8.75% | -$251.1K Sold | 0.001% 208.5K shares | 209.8K → 208.5K −$251.1K | -0.64% | $4.54T Mega Cap | Q3 2016 Held for 9y 2m | |
ETF ETF | $28.6M 6.44% | +$50.8K Bought | — 485.9K shares | 485.0K → 485.9K +$50.8K | +0.18% | — — | Q1 2020 Held for 5y 8m | |
Consumer Electronics Technology | $28.5M 6.42% | -$217.2K Sold | 0.001% 112.1K shares | 113.0K → 112.1K −$217.2K | -0.76% | $3.78T Mega Cap | Q2 2015 Held for 10y 5m | |
ETF ETF | $26.0M 5.85% | +$569.3K Bought | — 309.0K shares | 302.3K → 309.0K +$569.3K | +2.24% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $22.0M 4.96% | +$212.9K Bought | — 240.2K shares | 237.9K → 240.2K +$212.9K | +0.98% | — — | Q4 2018 Held for 6y 11m | |
Software - Infrastructure Technology | $21.1M 4.74% | -$124.3K Sold | 0.001% 40.7K shares | 40.9K → 40.7K −$124.3K | -0.59% | $3.85T Mega Cap | Q1 2014 Held for 11y 8m | |
ETF ETF | $20.8M 4.69% | +$268.4K Bought | — 751.1K shares | 741.4K → 751.1K +$268.4K | +1.3% | — — | Q3 2023 Held for 2y 2m | |
Specialty Retail Consumer Cyclical | $18.0M 4.06% | -$58.0K Sold | 0.001% 82.2K shares | 82.4K → 82.2K −$58.0K | -0.32% | $2.34T Mega Cap | Q1 2014 Held for 11y 8m | |
Internet Content & Information Communication Services | $15.7M 3.53% | +$98.2K Bought | 0.001% 64.5K shares | 64.1K → 64.5K +$98.2K | +0.63% | $2.95T Mega Cap | Q2 2014 Held for 11y 5m | |
Insurance - Diversified Financial Services | $12.6M 2.83% | +$139.3K Bought | 0.001% 25.0K shares | 24.7K → 25.0K +$139.3K | +1.12% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $12.0M 2.71% | -$296.7K Sold | — 109.0K shares | 111.7K → 109.0K −$296.7K | -2.4% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $8.0M 1.8% | +$1.2M Bought | — 79.8K shares | 67.7K → 79.8K +$1.2M | +17.82% | — — | Q4 2023 Held for 1y 11m | |
Banks - Diversified Financial Services | $7.7M 1.74% | +$92.4K Bought | 0.001% 24.5K shares | 24.2K → 24.5K +$92.4K | +1.21% | $867.35B Mega Cap | Q1 2014 Held for 11y 8m | |
Financial - Credit Services Financial Services | $6.4M 1.44% | +$17.4K Bought | 0.001% 18.7K shares | 18.7K → 18.7K +$17.4K | +0.27% | $662.60B Mega Cap | Q3 2017 Held for 8y 2m | |
Entertainment Communication Services | $6.3M 1.42% | +$64.7K Bought | 0.001% 5.3K shares | 5.2K → 5.3K +$64.7K | +1.03% | $509.45B Mega Cap | Q1 2014 Held for 11y 8m | |
ETF ETF | $6.2M 1.4% | +$47.4K Bought | — 10.3K shares | 10.3K → 10.3K +$47.4K | +0.77% | — — | Q2 2016 Held for 9y 5m | |
ETF ETF | $5.7M 1.28% | +$31.5K Bought | — 148.6K shares | 147.8K → 148.6K +$31.5K | +0.56% | — — | Q1 2024 Held for 1y 8m | |
Internet Content & Information Communication Services | $5.4M 1.22% | +$87.4K Bought | 0.0% 7.4K shares | 7.2K → 7.4K +$87.4K | +1.64% | $1.84T Mega Cap | Q1 2014 Held for 11y 8m | |
Medical - Devices Healthcare | $5.4M 1.21% | +$39.2K Bought | 0.004% 14.5K shares | 14.4K → 14.5K +$39.2K | +0.73% | $141.33B Large Cap | Q2 2016 Held for 9y 5m | |
ETF ETF | $4.7M 1.07% | -$25.3K Sold | — 7.1K shares | 7.2K → 7.1K −$25.3K | -0.53% | — — | Q1 2014 Held for 11y 8m | |
Software - Infrastructure Technology | $4.2M 0.937% | +$4.1M Bought | 0.001% 32.2K shares | 185.0 → 32.2K +$4.1M | +17,320.0% | $801.76B Mega Cap | Q4 2020 Held for 4y 11m | |
Banks - Diversified Financial Services | $3.8M 0.853% | -$1.4K Sold | 0.002% 37.4K shares | 37.4K → 37.4K −$1.4K | -0.04% | $186.85B Large Cap | Q1 2020 Held for 5y 8m | |
Semiconductors Technology | $3.6M 0.807% | -$99.1K Sold | 0.005% 42.7K shares | 43.8K → 42.7K −$99.1K | -2.69% | $72.5B Large Cap | Q2 2020 Held for 5y 5m | |
ETF ETF | $3.5M 0.778% | -$4.1K Sold | — 41.7K shares | 41.7K → 41.7K −$4.1K | -0.12% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $3.4M 0.766% | -$16.7K Sold | — 10.4K shares | 10.4K → 10.4K −$16.7K | -0.49% | — — | Q2 2016 Held for 9y 5m | |
ETF ETF | $3.3M 0.748% | +$31.4K Bought | — 71.0K shares | 70.3K → 71.0K +$31.4K | +0.95% | — — | Q4 2017 Held for 7y 11m | |
Discount Stores Consumer Defensive | $3.2M 0.71% | +$137.0K Bought | 0.001% 3.4K shares | 3.3K → 3.4K +$137.0K | +4.54% | $410.27B Mega Cap | Q4 2018 Held for 6y 11m | |
Software - Application Technology | $3.1M 0.688% | -$2.1K Sold | 0.001% 12.9K shares | 12.9K → 12.9K −$2.1K | -0.07% | $225.62B Mega Cap | Q2 2018 Held for 7y 5m | |
ETF ETF | $2.3M 0.517% | +$184.0K Bought | — 67.8K shares | 62.4K → 67.8K +$184.0K | +8.7% | — — | Q1 2018 Held for 7y 8m | |
Auto - Manufacturers Consumer Cyclical | $2.2M 0.494% | +$121.9K Bought | 0.0% 4.9K shares | 4.7K → 4.9K +$121.9K | +5.88% | $1.48T Mega Cap | Q1 2014 Held for 11y 8m | |
Software - Infrastructure Technology | $2.1M 0.481% | -$1.1K Sold | 0.001% 6.1K shares | 6.1K → 6.1K −$1.1K | -0.05% | $147.66B Large Cap | Q1 2019 Held for 6y 8m | |
Entertainment Communication Services | $2.0M 0.457% | -$8.7K Sold | 0.001% 17.7K shares | 17.8K → 17.7K −$8.7K | -0.43% | $205.86B Mega Cap | Q1 2014 Held for 11y 8m | |
Beverages - Non-Alcoholic Consumer Defensive | $2.0M 0.453% | +$32.7K Bought | 0.001% 30.3K shares | 29.9K → 30.3K +$32.7K | +1.65% | $285.42B Mega Cap | Q1 2014 Held for 11y 8m | |
Aerospace & Defense Industrials | $2.0M 0.444% | -$1.0K Sold | 0.001% 11.8K shares | 11.8K → 11.8K −$1.0K | -0.05% | $223.98B Mega Cap | Q4 2018 Held for 6y 11m | |
ETF ETF | $2.0M 0.44% | +$188.7K Bought | — 75.6K shares | 68.3K → 75.6K +$188.7K | +10.69% | — — | Q3 2019 Held for 6y 2m | |
Financial - Credit Services Financial Services | $1.8M 0.412% | -$2.3K Sold | 0.0% 3.2K shares | 3.2K → 3.2K −$2.3K | -0.12% | $514.21B Mega Cap | Q2 2017 Held for 8y 5m | |
Telecommunications Services Communication Services | $1.8M 0.405% | +$124.6K Bought | 0.001% 41.0K shares | 38.1K → 41.0K +$124.6K | +7.44% | $185.31B Large Cap | Q1 2014 Held for 11y 8m | |
Specialty Retail Consumer Cyclical | $1.7M 0.385% | +$8.8K Bought | 0.004% 18.8K shares | 18.7K → 18.8K +$8.8K | +0.52% | $41.6B Large Cap | Q2 2018 Held for 7y 5m | |
Conglomerates Industrials | $1.6M 0.351% | +$33.7K Bought | 0.001% 7.4K shares | 7.2K → 7.4K +$33.7K | +2.21% | $133.65B Large Cap | Q3 2016 Held for 9y 2m | |
Discount Stores Consumer Defensive | $1.4M 0.31% | +$101.3K Bought | 0.0% 13.4K shares | 12.4K → 13.4K +$101.3K | +7.95% | $821.68B Mega Cap | Q3 2017 Held for 8y 2m | |
Semiconductors Technology | $1.3M 0.302% | +$17.5K Bought | 0.001% 7.3K shares | 7.2K → 7.3K +$17.5K | +1.32% | $167.04B Large Cap | Q1 2019 Held for 6y 8m | |
Aerospace & Defense Industrials | $1.3M 0.287% | +$23.8K Bought | 0.001% 2.1K shares | 2.1K → 2.1K +$23.8K | +1.9% | $87.2B Large Cap | Q1 2016 Held for 9y 8m | |
Household & Personal Products Consumer Defensive | $1.2M 0.265% | +$47.5K Bought | 0.0% 7.7K shares | 7.4K → 7.7K +$47.5K | +4.2% | $359.62B Mega Cap | Q1 2014 Held for 11y 8m | |
ETF ETF | $1.1M 0.251% | +$111.8K Bought | — 2.3K shares | 2.1K → 2.3K +$111.8K | +11.13% | — — | Q3 2019 Held for 6y 2m | |
Financial - Credit Services Financial Services | $1.1M 0.25% | -$469.4 Sold | 0.002% 16.6K shares | 16.6K → 16.6K −$469.4 | -0.04% | $64.1B Large Cap | Q4 2015 Held for 9y 11m | |
Oil & Gas Integrated Energy | $1.1M 0.245% | +$53.7K Bought | 0.0% 7.0K shares | 6.7K → 7.0K +$53.7K | +5.19% | $312.88B Mega Cap | Q1 2014 Held for 11y 8m | |
Internet Content & Information Communication Services | $1.0M 0.231% | -$36.5K Sold | 0.0% 4.2K shares | 4.4K → 4.2K −$36.5K | -3.43% | $2.95T Mega Cap | Q1 2016 Held for 9y 8m | |
Unknown Unknown | $995.8K 0.224% | +$144.2K Bought | — 1.0K shares | 880.0 → 1.0K +$144.2K | +16.93% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $969.9K 0.218% | +$100.6K Bought | — 16.2K shares | 14.5K → 16.2K +$100.6K | +11.57% | — — | Q4 2022 Held for 2y 11m |
