Winch Advisory Services, LLC
Top Portfolio Positions
336 positions ·
$205,757,491 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
191,834 | $33,455,849 | 16.26% | |
| AAPL |
Apple Inc.
Technology
|
107,320 | $27,236,742 | 13.24% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
81,087 | $16,887,989 | 8.21% | |
| MSFT |
Microsoft Corp
Technology
|
40,254 | $14,900,823 | 7.24% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
23,946 | $7,043,955 | 3.42% | |
| AAAU |
Goldman Sachs Physical Gold ETF
|
144,462 | $6,672,699 | 3.24% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
10,654 | $6,149,275 | 2.99% | |
| V |
Visa Inc.
Financial Services
|
18,171 | $5,492,003 | 2.67% | |
| NFLX |
Netflix Inc
Communication Services
|
54,095 | $5,201,234 | 2.53% | |
| SPY |
Spdr S&P 500 ETF Trust
|
7,951 | $5,170,853 | 2.51% |
Portfolio Trend
Holdings in BMI
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,179 | 34 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $5,929 | 34 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $6,071 | 34 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,328 | 34 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $6,468 | 34 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $7,212 | 34 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $7,425 | 34 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $6,335 | 34 | Shares | Sole | 2024-07-31 | |
| No 13F history on record for this holder in this stock. | ||||||