Notify me when Winch Advisory Services, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 507 | $451,930,166 | +$13,957,382 | -$9,064,683 | +$4,892,699 | SPTM, NVDA, AAPL, VGSH, VCIT | 13F-HR | 03 Feb 2026, 11:51 |
| Q3 2025 | 507 | $440,085,029 | +$6,196,110 | -$1,450,380 | +$4,745,730 | SPTM, NVDA, VGSH, AAPL, VCIT | 13F-HR | 12 Nov 2025, 15:16 |
| Q2 2025 | 498 | $409,548,711 | +$4,866,440 | -$5,754,572 | -$888,132 | SPTM, NVDA, VGSH, VCIT, AAPL | 13F-HR | 07 Aug 2025, 15:59 |
| Q1 2025 | 494 | $378,236,612 | +$23,119,771 | -$11,798,667 | +$11,321,104 | SPTM, VGSH, AAPL, VCIT, BIL | 13F-HR | 05 May 2025, 18:16 |
| Q4 2024 | 544 | $384,491,959 | +$18,651,072 | -$8,941,523 | +$9,709,549 | SPTM, AAPL, NVDA, VCIT, CGMS | 13F-HR | 14 Jan 2025, 16:27 |
| Q3 2024 | 459 | $361,583,771 | +$4,218,886 | -$4,403,711 | -$184,825 | SPTM, AAPL, NVDA, VCIT, MSFT | 13F-HR | 21 Oct 2024, 17:08 |
| Q2 2024 | 452 | $349,671,644 | +$32,392,246 | -$1,622,332 | +$30,769,914 | SPTM, NVDA, AAPL, MSFT, VCIT | 13F-HR | 31 Jul 2024, 13:28 |
| Q1 2024 | 445 | $327,367,614 | +$26,002,201 | -$26,662,922 | -$660,721 | SPTM, NVDA, AAPL, MSFT, VCIT | 13F-HR | 14 May 2024, 17:15 |
| Q4 2023 | 441 | $301,531,932 | +$22,751,264 | -$17,206,716 | +$5,544,548 | SPTM, VGSH, AAPL, BIL, MSFT | 13F-HR | 18 Jan 2024, 17:09 |
| Q3 2023 | 414 | $272,572,000 | +$5,801,792 | -$3,396,122 | +$2,405,670 | BIL, VGSH, SPTM, AAPL, MSFT | 13F-HR | 06 Nov 2023, 17:16 |
| Q2 2023 | 415 | $278,425,000 | +$3,431,696 | -$4,702,883 | -$1,271,187 | BIL, VGSH, SPTM, AAPL, MSFT | 13F-HR | 08 Aug 2023, 17:08 |
| Q1 2023 | 411 | $257,700,000 | +$3,336,872 | -$3,137,371 | +$199,501 | BIL, VGSH, SPTM, AAPL, MSFT | 13F-HR | 10 May 2023, 12:14 |
| Q4 2022 | 402 | $234,377,000 | +$7,567,742 | -$11,212,136 | -$3,644,394 | BIL, VGSH, SPTM, AAPL, SHV | 13F-HR | 26 Jan 2023, 16:18 |
| Q3 2022 | 392 | $232,781,000 | +$22,731,592 | -$19,405,079 | +$3,326,513 | VGSH, BIL, SPTM, AAPL, SHV | 13F-HR | 31 Oct 2022, 14:13 |
| Q2 2022 | 427 | $245,026,000 | +$22,131,920 | -$13,281,608 | +$8,850,312 | VGSH, BIL, AAPL, SPTM, MSFT | 13F-HR | 12 Aug 2022, 11:35 |
| Q1 2022 | 454 | $287,577,000 | +$17,398,978 | -$18,153,199 | -$754,221 | VGSH, BIL, AAPL, SPTM, AMZN | 13F-HR | 26 Apr 2022, 13:07 |
| Q4 2021 | 469 | $302,343,000 | +$3,240,512 | -$5,506,649 | -$2,266,137 | AAPL, VGSH, BIL, SPTM, AMZN | 13F-HR | 04 Feb 2022, 12:40 |
| Q3 2021 | 479 | $286,845,000 | +$23,373,753 | -$9,356,432 | +$14,017,321 | VGSH, BIL, AAPL, SPTM, AMZN | 13F-HR | 10 Nov 2021, 15:39 |
| Q2 2021 | 484 | $278,007,000 | +$16,488,292 | -$9,411,337 | +$7,076,955 | AAPL, SPTM, VGSH, AMZN, BIL | 13F-HR | 05 Aug 2021, 12:34 |
| Q1 2021 | 456 | $249,486,000 | +$13,539,135 | -$9,111,594 | +$4,427,541 | SPTM, AAPL, VGSH, AMZN, BIL | 13F-HR | 03 May 2021, 16:58 |
| Q4 2020 | 422 | $240,626,000 | +$16,374,201 | -$27,539,722 | -$11,165,521 | AAPL, SPTM, AMZN, VGSH, SHY | 13F-HR | 09 Feb 2021, 16:41 |
| Q3 2020 | 385 | $236,173,000 | +$33,592,649 | -$11,784,290 | +$21,808,359 | VGSH, BIL, AAPL, SPTM, AMZN | 13F-HR | 04 Nov 2020, 16:07 |
| Q2 2020 | 377 | $210,323,000 | +$19,091,375 | -$37,272,205 | -$18,180,830 | SPTM, SHY, VGSH, QQQ, AMZN | 13F-HR | 12 Aug 2020, 12:49 |
| Q1 2020 | 335 | $201,072,000 | +$97,521,143 | -$77,082,771 | +$20,438,372 | BIL, SHY, VGSH, SPTM, GBIL | 13F-HR | 13 May 2020, 14:14 |
| Q4 2019 | 356 | $210,789,000 | +$11,174,957 | -$8,827,288 | +$2,347,669 | AAPL, SPTM, AMZN, NEAR, MSFT | 13F-HR | 12 Feb 2020, 13:20 |
| Q3 2019 | 342 | $192,002,000 | +$13,140,802 | -$9,828,694 | +$3,312,108 | NEAR, SPTM, AAPL, AMZN, MSFT | 13F-HR | 13 Nov 2019, 11:16 |
| Q2 2019 | 434 | $191,869,000 | +$38,712,050 | -$30,202,195 | +$8,509,855 | NEAR, AMZN, SPTM, AAPL, SPMD | 13F-HR | 07 Aug 2019, 12:55 |
| Q1 2019 | 372 | $180,843,000 | +$50,118,400 | -$67,311,498 | -$17,193,098 | SPTM, AMZN, AAPL, SPMD, SPYV | 13F-HR | 13 May 2019, 15:22 |
| Q4 2018 | 344 | $179,729,000 | +$69,074,078 | -$48,918,565 | +$20,155,513 | BIL, SPSB, AMZN, AAPL, SPYV | 13F-HR | 05 Feb 2019, 10:09 |
| Q3 2018 | 321 | $198,975,000 | +$11,246,553 | -$8,244,930 | +$3,001,623 | AMZN, AAPL, SPYV, SPTM, GOOG | 13F-HR | 13 Nov 2018, 12:08 |
| Q2 2018 | 337 | $182,109,000 | +$40,320,378 | -$29,933,041 | +$10,387,337 | AMZN, AAPL, SPTM, GOOG, SPSM | 13F-HR | 13 Aug 2018, 15:05 |
| Q1 2018 | 304 | $170,677,000 | +$69,505,557 | -$64,561,495 | +$4,944,062 | AMZN, AAPL, SPTM, SPEM, EZU | 13F-HR | 11 May 2018, 13:42 |
| Q4 2017 | 305 | $161,663,000 | +$11,154,917 | -$4,092,920 | +$7,061,997 | AAPL, VTI, VTV, VWO, AMZN | 13F-HR | 13 Feb 2018, 10:48 |
| Q3 2017 | 290 | $153,723,000 | +$29,573,789 | -$42,743,332 | -$13,169,543 | AAPL, VTI, VTV, VWO, VGK | 13F-HR | 13 Nov 2017, 14:44 |
| Q2 2017 | 297 | $158,865,000 | +$13,600,533 | -$14,029,950 | -$429,417 | VTI, SPY, AAPL, VGK, AMZN | 13F-HR | 07 Aug 2017, 13:53 |
| Q1 2017 | 284 | $157,561,000 | +$20,558,470 | -$14,680,047 | +$5,878,423 | VTI, SPY, AAPL, T, VZ | 13F-HR | 01 May 2017, 11:59 |
| Q4 2016 | 261 | $142,198,000 | +$72,103,139 | -$55,631,158 | +$16,471,981 | SPY, VTI, T, VZ, AAPL | 13F-HR | 19 Jan 2017, 12:32 |
| Q3 2016 | 267 | $122,648,000 | +$63,446,750 | -$23,562,669 | +$39,884,081 | VCIT, AAPL, T, VZ, SHY | 13F-HR | 02 Nov 2016, 10:59 |
| Q2 2016 | 265 | $82,377,000 | +$32,905,550 | -$13,359,903 | +$19,545,647 | VCIT, AAPL, BMY, SHY, AT&T INC COM | 13F-HR | 10 Aug 2016, 12:09 |
| Q1 2016 | 236 | $61,973,000 | +$13,141,607 | -$38,887,174 | -$25,745,567 | AAPL, SHY, VZ, DIS, BMY | 13F-HR | 11 May 2016, 17:51 |
| Q4 2015 | 254 | $88,142,000 | +$32,374,289 | -$13,597,994 | +$18,776,295 | AAPL, DIS, META, GOOG, AMZN | 13F-HR | 22 Jan 2016, 09:31 |
| Q3 2015 | 235 | $68,356,000 | +$14,615,172 | -$119,091,069 | -$104,475,897 | AAPL, DIS, VZ, AT&T INC COM, MRK | 13F-HR | 13 Nov 2015, 12:44 |
| Q2 2015 | 281 | $182,950,000 | +$96,225,966 | -$85,052,415 | +$11,173,551 | AAPL, DIS, VHT, SPY, RYT | 13F-HR | 11 Aug 2015, 09:38 |
| Q1 2015 | 312 | $171,316,000 | +$91,805,367 | -$53,010,009 | +$38,795,358 | BRKB, APPLE INC COM, VHT, DIS, MMM | 13F-HR | 13 May 2015, 18:21 |
| Q4 2014 | 36 | $126,176,000 | +$66,568,655 | -$96,869,601 | -$30,300,946 | APPLE INC COM, MMM, IYT, DIS, VHT | 13F-HR | 11 Feb 2015, 10:38 |
| Q3 2014 | 229 | $154,235,000 | +$52,006,837 | -$64,421,683 | -$12,414,846 | BRKB, GOOG, DIS, MMM, AAPL | 13F-HR | 14 Nov 2014, 10:05 |
| Q2 2014 | 265 | $168,596,000 | +$59,971,526 | -$48,641,385 | +$11,330,141 | SPY, MMM, BRKB, GOOG, Merck & Co Inc | 13F-HR | 15 Aug 2014, 13:13 |
| Q1 2014 | 276 | $157,846,000 | $0 | $0 | $0 | SPY, SLB, BRKB, RYT, MMM | 13F-HR | 14 May 2014, 16:31 |