Winch-Advisory-Services

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-06
Total Holdings
504
Total Value
378237356
Accession Number
0001580642-25-002850
Form Type
13F-HR
Manager Name
Winch-Advisory-Services
Data Enrichment
74% identified
373 identified131 unidentified

Holdings

504 positions • $378.2M total value
Manager:
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Tesla, Inc.
Shares:4.7K
Value:$1.2M
% of Portfolio:0.3% ($1.2M/$378.2M)
PayPal Holdings, Inc.
Shares:17.3K
Value:$1.1M
% of Portfolio:0.3% ($1.1M/$378.2M)
STARBUCKS CORP
Shares:11.4K
Value:$1.1M
% of Portfolio:0.3% ($1.1M/$378.2M)
CHEVRON CORP
Shares:6.5K
Value:$1.1M
% of Portfolio:0.3% ($1.1M/$378.2M)
Walmart Inc.
Shares:12.3K
Value:$1.1M
% of Portfolio:0.3% ($1.1M/$378.2M)
NORTHROP GRUMMAN CORP /DE/
Shares:2.1K
Value:$1.1M
% of Portfolio:0.3% ($1.1M/$378.2M)
NIKE, Inc.
Shares:14.2K
Value:$900.1K
% of Portfolio:0.2% ($900.1K/$378.2M)
46435U853
Shares:24.1K
Value:$886.2K
% of Portfolio:0.2% ($886.2K/$378.2M)
Medtronic plc
Shares:9.6K
Value:$862.2K
% of Portfolio:0.2% ($862.2K/$378.2M)
92206C706
Shares:14.3K
Value:$851.8K
% of Portfolio:0.2% ($851.8K/$378.2M)
WEC ENERGY GROUP, INC.
Shares:7.6K
Value:$823.7K
% of Portfolio:0.2% ($823.7K/$378.2M)
92206C409
Shares:10.1K
Value:$798.9K
% of Portfolio:0.2% ($798.9K/$378.2M)
EXXON MOBIL CORP
Shares:6.6K
Value:$788.7K
% of Portfolio:0.2% ($788.7K/$378.2M)
97717X511
Shares:17.4K
Value:$756.7K
% of Portfolio:0.2% ($756.7K/$378.2M)
78468R101
Shares:24.5K
Value:$715.6K
% of Portfolio:0.2% ($715.6K/$378.2M)
922908736
Shares:1.9K
Value:$706.5K
% of Portfolio:0.2% ($706.5K/$378.2M)
SPDR GOLD TRUST
Shares:2.4K
Value:$698.2K
% of Portfolio:0.2% ($698.2K/$378.2M)
Alphabet Inc.
Shares:4.3K
Value:$672.2K
% of Portfolio:0.2% ($672.2K/$378.2M)
LOCKHEED MARTIN CORP
Shares:1.4K
Value:$607.5K
% of Portfolio:0.2% ($607.5K/$378.2M)
92189F676
Shares:2.8K
Value:$584.7K
% of Portfolio:0.2% ($584.7K/$378.2M)