Latest Winch Advisory Services, LLC Stock Portfolio

Winch Advisory Services, LLC Performance:

2026 Q1: -3.31%YTD: -3.31%2025: 12.01%

Performance for 2026 Q1 is -3.31%, and YTD is -3.31%, and 2025 is 12.01%.

About Winch Advisory Services, LLC and 13F Hedge Fund Stock Holdings

Winch Advisory Services, LLC is a hedge fund based in Appleton, WI. On 2026-04-30, the fund reported it's updated stock portfolio. In the 13F Holdings report, Winch Advisory Services, LLC reported an equity portfolio of $438 Millions as of 31 Mar, 2026.

The top stock holdings of Winch Advisory Services, LLC are BIL, NVDA, BNDW. The fund has invested 10.8% of it's portfolio in STATE STREET SPDR PORT S&P 1500 COMPOSITE STOCK MARKET ETF and 7.6% of portfolio in NVIDIA CORP.

The fund managers got completely rid off JACOBS SOLUTIONS INC (J), EXACT SCIENCES CORP (EXAS) and UBS GROUP AG (UBS) stocks. They significantly reduced their stock positions in ANHEUSER BUSCH INBEV SA/NV (BUD), ALBEMARLE CORP (ALB) and SOLSTICE ADVANCED MATERIALS INC. Winch Advisory Services, LLC opened new stock positions in VANGUARD MEGA CAP INDEX ETF (EDV), THRIVENT CORE PLUS BOND ETF and AVANTIS EMERGING MARKETS EQUITY ETF (AEMB). The fund showed a lot of confidence in some stocks as they added substantially to ALLIANT ENERGY CORP (LNT), VANGUARD TOTAL INTL STOCK INDEX ETF (VXUS) and IONQ INC (IONQ).

Winch Advisory Services, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Winch Advisory Services, LLC made a return of -3.31% in the last quarter. In trailing 12 months, it's portfolio return was 13.04%.

Performance
S&P 500

New Buys

Ticker	$ Bought
vanguard mega cap index etf	34,135
thrivent core plus bond etf	27,450
avantis emerging markets equity etf	25,643
nyli winslow large cap growth etf	15,938
ishares core msci pac etf	14,537
vanguard total world stock etf	14,142
thrivent small mid cap equity etf	13,597
bondbloxx bloomberg 10 mnth target duration us treasury etf	11,511

New stocks bought by Winch Advisory Services, LLC

Additions

Ticker	% Inc.
alliant energy corp	1,009
vanguard total intl stock index etf	347
ionq inc	329
harley davidson inc	215
sea ltd adr	166
3d systems corp del	104
abbott laboratories	90.38
vanguard information technology etf	62.07

Additions to existing portfolio by Winch Advisory Services, LLC

Reductions

Ticker	% Reduced
anheuser busch inbev sa/nv	-65.58
albemarle corp	-59.62
solstice advanced materials inc	-55.17
astrazeneca plc	-52.27
johnson controls intl plc	-52.17
mc cormick & co inc non voting	-50.43
colgate-palmolive company	-26.7
3m company	-19.43

Winch Advisory Services, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Winch Advisory Services, LLC

Sector Distribution

Winch Advisory Services, LLC has about 54% of it's holdings in Others sector.

Sector	%
Others	54
Technology	21.6
Communication Services	7.4
Consumer Cyclical	5.1
Financial Services	4.5
Consumer Defensive	2.1
Industrials	1.9
Healthcare	1.7

Market Cap. Distribution

Winch Advisory Services, LLC has about 45.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	54
MEGA-CAP	38.6
LARGE-CAP	7.1

Stocks belong to which Index?

About 44.7% of the stocks held by Winch Advisory Services, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	55
S&P 500	44.7

Top 5 Winners (%)		%
LWLG	lightwave logic inc	117.1 %
AZN	astrazeneca plc	85.0 %
LYB	lyondellbasell industries n v ord shs cl a	84.2 %
DOW	dow inc	77.3 %
PBF	pbf energy inc cl a	75.1 %

Top 5 Winners ($)		$
ORCL	onto innovation inc	1.2 M
AAAU	goldman sachs physical gold etf	0.5 M
MRVL	marvell technology inc	0.5 M
COST	costco wholesale corp	0.5 M
VZ	verizon communications inc	0.4 M

Top 5 Losers (%)		%
	highlands reit inc	-100.0 %
RPD	rapid7 inc	-63.8 %
OPEN	opendoor wts exp 11/20/26 technologies inc ser a	-50.0 %
CBDS	dogecoin cash inc	-50.0 %
	psq holdings inc cl a	-48.5 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-4.5 M
NVDA	nvidia corp	-2.3 M
BIL	state street spdr port s&p 1500 composite stock market etf	-2.1 M
AAPL	apple inc	-2.0 M
AMZN	amazon.com inc	-1.8 M

Winch Advisory Services, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Winch Advisory Services, LLC

Winch Advisory Services, LLC has 530 stocks in it's portfolio. About 58.5% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. ORCL was the most profitable stock for Winch Advisory Services, LLC last quarter.

Last Reported on: 30 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AA	alcoa corp	0.01	375	24,856	added	0.27

AAAU	goldman sachs physical gold etf	1.52	144,462	6,672,690	reduced	-2.31

AAPL	apple inc	6.22	107,320	27,236,800	reduced	-1.35

AAXJ	ishares 0-1 year treasury bond etf	2.70	107,026	11,814,600	reduced	-0.82

AAXJ	ishares u s aerospace & defense etf	0.06	1,310	286,520	added	42.24

AAXJ	ishares u s oil & gas exploration & prod etf	0.01	370	46,187	reduced	-15.53

AAXJ	ishares msci acwi etf	0.00	164	22,641	unchanged	0.00

AAXJ	ishares jp morgan usd emerging markets etf	0.00	197	18,468	added	1.03

AAXJ	ishares iboxx $ high yield corporate bond etf	0.00	224	17,790	added	1.36

AAXJ	ishares preferred & income secs etf	0.00	380	11,518	added	0.8

AAXJ	sea ltd adr	0.00	40.00	3,312	added	166

AAXJ	ishares microcap etf	0.00	14.00	2,235	unchanged	0.00

ABBV	abbvie inc	0.03	687	149,448	reduced	-2.28

ABNB	airbnb inc cl a	0.00	50.00	6,314	unchanged	0.00

ABT	abbott laboratories	0.00	99.00	10,127	added	90.38

ACGL	arch capital group ltd	0.00	19.00	1,824	unchanged	0.00

ACIO	point bridge america first etf	0.00	277	14,823	unchanged	0.00

ACIO	defiance quantum etf	0.00	43.00	4,652	unchanged	0.00

ACSG	xtrackers msci eafe hedged equity etf	0.00	120	5,928	unchanged	0.00

ACVF	american conservative values etf	0.05	4,363	207,728	added	0.14