News + Filings Holdings
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Winch Advisory Services, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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SPDR SERIES TRUST
| BIL | Common | 301,097 | 418 | 27,647,000 | 39,000 | 9.93 | |
Hist
| 06/30/2023 |
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VANGUARD SCOTTSDALE FUNDS
| VGSH | Common | 468,197 | 5,148 | 27,029,000 | -78,000 | 9.71 | |
Hist
| 06/30/2023 |
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SPDR SERIES TRUST
| THRK | Common | 489,769 | 5,846 | 26,663,000 | 2,259,000 | 9.58 | |
Hist
| 06/30/2023 |
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Apple Inc.
| AAPL | Common | 134,763 | -3,051 | 26,140,000 | 3,414,000 | 9.39 | |
Hist
| 06/30/2023 |
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MICROSOFT CORP
| MSFT | Common | 45,359 | -851 | 15,446,000 | 2,124,000 | 5.55 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| SHV | Common | 111,975 | 7,099 | 12,368,000 | 779,000 | 4.44 | |
Hist
| 06/30/2023 |
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AMAZON COM INC
| AMZN | Common | 94,081 | -1,370 | 12,264,000 | 2,405,000 | 4.40 | |
Hist
| 06/30/2023 |
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NVIDIA CORP
| NVDA | Common | 28,290 | -2,607 | 11,967,000 | 3,385,000 | 4.30 | 0.00 |
Hist
| 06/30/2023 |
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INVESCO QQQ TRUST, SERIES 1
| QQQ | ETF | 30,188 | 104 | 11,152,000 | 1,497,000 | 4.00 | |
Hist
| 06/30/2023 |
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BERKSHIRE HATHAWAY INC
| BRK/B | Common | 25,540 | -108 | 8,709,000 | 790,000 | 3.13 | 0.00 |
Hist
| 06/30/2023 |
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Alphabet Inc.
| GOOG | COM | 67,872 | -1,146 | 8,210,000 | 1,032,000 | 2.95 | |
Hist
| 06/30/2023 |
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Goldman Sachs ETF Trust
| GBIL | Common | 54,783 | -2,074 | 5,482,000 | -212,000 | 1.97 | |
Hist
| 06/30/2023 |
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VISA INC.
| V | CL A | 20,724 | -776 | 4,922,000 | 75,000 | 1.77 | |
Hist
| 06/30/2023 |
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STRYKER CORP
| SYK | Common | 15,014 | -656 | 4,581,000 | 108,000 | 1.65 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| SHY | 1-3 YR TRS BD | 48,366 | -2,597 | 3,922,000 | -265,000 | 1.41 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| UAE | Common | 36,896 | -18 | 3,713,000 | 0 | 1.33 | |
Hist
| 06/30/2023 |
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JPMORGAN CHASE & CO
| JPM | Common | 24,249 | 291 | 3,527,000 | 405,000 | 1.27 | |
Hist
| 06/30/2023 |
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ADOBE INC.
| ADBE | Common | 6,085 | -58 | 2,976,000 | 609,000 | 1.07 | 0.00 |
Hist
| 06/30/2023 |
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SPDR INDEX SHS FDS
| SPEM | ETF | 84,177 | 1,174 | 2,894,000 | 61,000 | 1.04 | |
Hist
| 06/30/2023 |
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Marvell Technology, Inc.
| MRVL | COMMON STOCK | 45,205 | -324 | 2,702,000 | 731,000 | 0.97 | 0.01 |
Hist
| 06/30/2023 |
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Salesforce, Inc.
| CRM | Common | 12,623 | -280 | 2,667,000 | 89,000 | 0.96 | |
Hist
| 06/30/2023 |
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NETFLIX INC
| NFLX | Common | 6,030 | -138 | 2,656,000 | 525,000 | 0.95 | 0.00 |
Hist
| 06/30/2023 |
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Meta Platforms, Inc.
| FB | Common | 7,310 | 82 | 2,098,000 | 566,000 | 0.75 | |
Hist
| 06/30/2023 |
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ISHARES GOLD TRUST
| IAU | Common | 49,051 | -641 | 1,785,000 | -72,000 | 0.64 | |
Hist
| 06/30/2023 |
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SPDR S&P 500 ETF TRUST
| SPY | Common | 3,734 | -398 | 1,655,000 | -37,000 | 0.59 | |
Hist
| 06/30/2023 |
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CITIGROUP INC
| C | COM | 35,772 | 847 | 1,647,000 | 9,000 | 0.59 | |
Hist
| 06/30/2023 |
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Walt Disney Co
| DIS | Common | 18,233 | -424 | 1,628,000 | -240,000 | 0.58 | 0.00 |
Hist
| 06/30/2023 |
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SPDR GOLD TRUST
| GLD | COM | 8,902 | 102 | 1,587,000 | -25,000 | 0.57 | |
Hist
| 06/30/2023 |
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COSTCO WHOLESALE CORP /NEW
| COST | Common | 2,925 | 57 | 1,575,000 | 150,000 | 0.57 | |
Hist
| 06/30/2023 |
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NIKE, Inc.
| NKE | Common | 13,884 | -270 | 1,532,000 | -204,000 | 0.55 | 0.00 |
Hist
| 06/30/2023 |
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HONEYWELL INTERNATIONAL INC
| HON | Common | 7,004 | 92 | 1,453,000 | 132,000 | 0.52 | 0.00 |
Hist
| 06/30/2023 |
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COCA COLA CO
| KO | Common | 23,813 | 502 | 1,434,000 | -12,000 | 0.51 | |
Hist
| 06/30/2023 |
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Mastercard Inc
| MA | CL A | 3,461 | -100 | 1,361,000 | 67,000 | 0.49 | 0.00 |
Hist
| 06/30/2023 |
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TEXAS INSTRUMENTS INC
| TXN | Common | 7,340 | -59 | 1,321,000 | -55,000 | 0.47 | |
Hist
| 06/30/2023 |
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PayPal Holdings, Inc.
| PYPL | COM | 17,913 | 5,438 | 1,195,000 | 248,000 | 0.43 | |
Hist
| 06/30/2023 |
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