Winch Advisory Services, LLC
Top Portfolio Positions
339 positions ·
$217,649,587 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
191,834 | $33,455,849 | 15.37% | |
| AAPL |
Apple Inc.
Technology
|
107,320 | $27,236,742 | 12.51% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
81,087 | $16,887,989 | 7.76% | |
| MSFT |
Microsoft Corp
Technology
|
40,254 | $14,900,823 | 6.85% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
24,815 | $11,891,348 | 5.46% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
23,946 | $7,043,955 | 3.24% | |
| AAAU |
Goldman Sachs Physical Gold ETF
|
144,462 | $6,672,699 | 3.07% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
10,654 | $6,149,275 | 2.83% | |
| V |
Visa Inc.
Financial Services
|
18,171 | $5,492,003 | 2.52% | |
| NFLX |
Netflix Inc
Communication Services
|
54,095 | $5,201,234 | 2.39% |
Portfolio Trend
25 quarters · across all stocks
Holdings in WNDW
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $86 | 216 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $90 | 216 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $142 | 216 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $75 | 216 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $58 | 216 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $60 | 216 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $140 | 216 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $54 | 216 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $66 | 216 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $88 | 216 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $6 | 216 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $28 | 216 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $62 | 216 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $164 | 216 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $464 | 216 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $617 | 216 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $609 | 216 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $697 | 216 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,183 | 216 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,944 | 216 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $3,196 | 216 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $1,645 | 216 | Shares | Sole | 2021-02-09 | |
| No 13F history on record for this holder in this stock. | ||||||