Winch Advisory Services, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 31, 2024
Value $
$350M
Signature - Title
Samuel R. Winch - President
Location
424 E Wisconsin Avenue, Appleton, WI
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 452 $350M +$32.4M -$1.62M +$30.8M SPTM, NVDA, AAPL, MSFT, VCIT 13F-HR 7/31/2024, 01:28 PM
Q1 2024 445 $327M +$26M -$26.7M -$661K SPTM, NVDA, AAPL, MSFT, VCIT 13F-HR 5/14/2024, 05:15 PM
Q4 2023 441 $302M +$22.8M -$17.2M +$5.54M SPTM, VGSH, AAPL, BIL, MSFT 13F-HR 1/18/2024, 05:09 PM
Q3 2023 414 $273M +$5.8M -$3.4M +$2.41M BIL, VGSH, SPTM, AAPL, MSFT 13F-HR 11/6/2023, 05:16 PM
Q2 2023 415 $278M +$3.43M -$4.7M -$1.27M BIL, VGSH, SPTM, AAPL, MSFT 13F-HR 8/8/2023, 05:08 PM
Q1 2023 411 $258M +$3.34M -$3.14M +$206K BIL, VGSH, SPTM, AAPL, MSFT 13F-HR 5/10/2023, 12:14 PM
Q4 2022 402 $234M +$7.57M -$11.2M -$3.65M BIL, VGSH, SPTM, AAPL, SHV 13F-HR 1/26/2023, 04:18 PM
Q3 2022 392 $233M +$22.7M -$19.4M +$3.32M VGSH, BIL, SPTM, AAPL, SHV 13F-HR 10/31/2022, 02:13 PM
Q2 2022 411 $245M +$22.1M -$13.3M +$8.85M VGSH, BIL, AAPL, SPTM, MSFT 13F-HR 8/12/2022, 11:35 AM
Q1 2022 437 $288M +$17.4M -$18.2M -$757K VGSH, BIL, AAPL, SPTM, AMZN 13F-HR 4/26/2022, 01:07 PM
Q4 2021 453 $302M +$3.24M -$5.51M -$2.27M AAPL, VGSH, BIL, SPTM, AMZN 13F-HR 2/4/2022, 12:40 PM
Q3 2021 466 $287M +$23.4M -$9.37M +$14M VGSH, BIL, AAPL, SPTM, AMZN 13F-HR 11/10/2021, 03:39 PM
Q2 2021 463 $278M +$16.5M -$9.41M +$7.08M AAPL, SPTM, VGSH, AMZN, BIL 13F-HR 8/5/2021, 12:34 PM
Q1 2021 448 $250M +$13.5M -$9.12M +$4.42M SPTM, AAPL, VGSH, AMZN, BIL 13F-HR 5/3/2021, 04:58 PM
Q4 2020 406 $241M +$16.4M -$27.5M -$11.2M AAPL, SPTM, AMZN, VGSH, SHY 13F-HR 2/9/2021, 04:41 PM
Q3 2020 370 $236M +$33.6M -$11.8M +$21.8M VGSH, BIL, AAPL, SPTM, AMZN 13F-HR 11/4/2020, 04:07 PM
Q2 2020 363 $210M +$19.1M -$37.2M -$18.1M SPTM, SHY, VGSH, QQQXXXX, AMZN 13F-HR 8/12/2020, 12:49 PM
Q1 2020 322 $201M +$97.5M -$77.2M +$20.4M BIL, SHY, VGSH, SPTM, GBIL 13F-HR 5/13/2020, 02:14 PM
Q4 2019 344 $211M +$11.2M -$8.83M +$2.35M AAPL, SPTM, AMZN, NEAR, MSFT 13F-HR 2/12/2020, 01:20 PM
Q3 2019 328 $192M +$13.1M -$9.84M +$3.3M NEAR, SPTM, AAPL, AMZN, MSFT 13F-HR 11/13/2019, 11:16 AM
Q2 2019 416 $192M +$38.7M -$30.2M +$8.52M NEAR, AMZN, SPTM, AAPL, SPMD 13F-HR 8/7/2019, 12:55 PM
Q1 2019 372 $181M +$50.1M -$67.3M -$17.2M SPTM, AMZN, AAPL, SPMD, SPYV 13F-HR 5/13/2019, 03:22 PM
Q4 2018 344 $180M +$69.1M -$48.9M +$20.2M BIL, SPSB, AMZN, AAPL, SPYV 13F-HR 2/5/2019, 10:09 AM
Q3 2018 321 $199M +$11.2M -$8.24M +$3M AMZN, AAPL, SPYV, SPTM, GOOG 13F-HR 11/13/2018, 12:08 PM
Q2 2018 337 $182M +$40.3M -$29.9M +$10.4M AMZN, AAPL, SPTM, GOOG, SPSM 13F-HR 8/13/2018, 03:05 PM
Q1 2018 304 $171M +$69.5M -$64.6M +$4.94M AMZN, AAPL, SPTM, SPEM, EZU 13F-HR 5/11/2018, 01:42 PM
Q4 2017 305 $162M +$11.2M -$4.09M +$7.06M AAPL, VTI, VTV, VWO, AMZN 13F-HR 2/13/2018, 10:48 AM
Q3 2017 290 $154M +$29.6M -$42.7M -$13.2M AAPL, VTI, VTV, VWO, VGK 13F-HR 11/13/2017, 02:44 PM
Q2 2017 297 $159M +$13.6M -$14M -$429K VTI, SPY, AAPL, VGK, AMZN 13F-HR 8/7/2017, 01:53 PM
Q1 2017 284 $158M +$20.6M -$14.7M +$5.88M VTI, SPY, AAPL, T, VZ 13F-HR 5/1/2017, 11:59 AM
Q4 2016 261 $142M +$72.1M -$55.6M +$16.5M SPY, VTI, T, VZ, AAPL 13F-HR 1/19/2017, 12:32 PM
Q3 2016 267 $123M +$63.4M -$23.6M +$39.9M VCIT, AAPL, T, VZ, SHY 13F-HR 11/2/2016, 10:59 AM
Q2 2016 265 $82.4M +$32.9M -$13.4M +$19.5M VCIT, AAPL, BMY, SHY, VZ 13F-HR 8/10/2016, 12:09 PM
Q1 2016 236 $62M +$13.1M -$38.9M -$25.7M AAPL, SHY, VZ, DIS, BMY 13F-HR 5/11/2016, 05:51 PM
Q4 2015 254 $88.1M +$32.4M -$13.6M +$18.8M AAPL, DIS, META, GOOG, AMZN 13F-HR 1/22/2016, 09:31 AM
Q3 2015 235 $68.4M +$14.6M -$119M -$104M AAPL, DIS, VZ, MRK, XLK 13F-HR 11/13/2015, 12:44 PM
Q2 2015 281 $183M +$96.2M -$85.1M +$11.2M AAPL, DIS, VHT, SPY, RYT 13F-HR 8/11/2015, 09:38 AM
Q1 2015 312 $171M +$91.8M -$53M +$38.8M BRKB, VHT, DIS, MMM, RYT 13F-HR 5/13/2015, 06:21 PM
Q4 2014 36 $126M +$66.6M -$96.9M -$30.3M MMM, IYT, DIS, VHT, XLY 13F-HR 2/11/2015, 10:38 AM
Q3 2014 229 $154M +$52M -$64.4M -$12.4M BRKB, GOOG, DIS, MMM, AAPL 13F-HR 11/14/2014, 10:05 AM
Q2 2014 265 $169M +$60M -$48.6M +$11.3M SPY, MMM, BRKB, GOOG, RYT 13F-HR 8/15/2014, 01:13 PM
Q1 2014 276 $158M $0 $0 SPY, SLB, BRKB, RYT, MMM 13F-HR 5/14/2014, 04:31 PM