HoldingsChannel.com
Winch Advisory Services LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
ISHARES US ETF TRUST SHT MAT BD ETF (NEAR) 321,431 +321,431 $16,178
     NEAR321,431+321,431$16,178
AMAZON COM INC COM 8,069 +589 $15,280
     AMZN8,069+589$15,280
SPDR SERIES TRUST PORTFOLIO TL STK ETF (SPTM) 405,792 +11,502 $14,795
     SPTM405,792+11,502$14,795
APPLE INC COM 64,451 +5,069 $12,756
     AAPL64,451+5,069$12,756
SPDR SERIES TRUST PORTFOLIO MD ETF (SPMD) 291,201 +4,362 $9,921
     SPMD291,201+4,362$9,921
MICROSOFT CORP COM 71,821 +18,085 $9,621
     MSFT71,821+18,085$9,621
SPDR INDEX SHARES FUNDS PORTFOLIO EMG MK ETF (SPEM) 247,646 +3,836 $8,863
     SPEM247,646+3,836$8,863
SPDR SERIES TRUST SPDR BLOOMBERG ETF (BIL) 82,426 +82,233 $7,551
     BIL82,426+82,233$7,551
ALPHABET INC COM CL C 5,681 +102 $6,141
     GOOG5,681+102$6,141
SPDR SERIES TRUST PRTFLO S&P500 VL ETF (SPYV) 160,257 -152,963 $5,013
     SPYV160,257-152,963$5,013
NETFLIX INC COM 13,095 +473 $4,810
     NFLX13,095+473$4,810
ISHARES TRUST MSCI ACWI ETF (ACWI) 65,047 +1,436 $4,795
     ACWI65,047+1,436$4,795
SPDR SERIES TRUST PORTFOLIO SHORT ETF (SPSB) 150,474 +148,541 $4,632
     SPSB150,474+148,541$4,632
BERKSHIRE HATHAWAY INC COM CL B      $4,608
     BRK.B21,616+541$4,608
STRYKER CORP COM 17,983 +1,286 $3,697
     SYK17,983+1,286$3,697
SALESFORCE.COM INC COM 23,814 +1,171 $3,613
     CRM23,814+1,171$3,613
BP ADR SPONSORED 84,244 +1,503 $3,513
     BP84,244+1,503$3,513
EOG RESOURCES INC COM 36,411 +9,985 $3,392
     EOG36,411+9,985$3,392
VALERO ENERGY CORP COM 38,859 +1,350 $3,327
     VLO38,859+1,350$3,327
ALIBABA GROUP HOLDING LTD ADR 18,381 +1,133 $3,115
     BABA18,381+1,133$3,115
CISCO SYSTEMS INC COM 53,024 +1,335 $2,902
     CSCO53,024+1,335$2,902
SPDR SERIES TRUST S&P OILGAS EXP ETF (XOP) 103,357 -537 $2,816
     XOP103,357-537$2,816
VISA INC COM CL A 15,542 +559 $2,697
     V15,542+559$2,697
ADOBE INC COM 8,733 +520 $2,573
     ADBE8,733+520$2,573
PAYPAL HOLDINGS INC COM 22,192 +1,695 $2,540
     PYPL22,192+1,695$2,540
EXXON MOBIL CORPORATION COM 26,025 +809 $1,994
     XOM26,025+809$1,994
CHEVRON CORPORATION COM 15,420 +95 $1,919
     CVX15,420+95$1,919
NVIDIA CORP COM 9,522 +759 $1,564
     NVDA9,522+759$1,564
CONOCOPHILLIPS COM 23,812 +263 $1,453
     COP23,812+263$1,453
DIAMONDBACK ENERGY INC COM 13,045 +1,086 $1,421
     FANG13,045+1,086$1,421
SPDR S&P500 ETF TRUST TR UNIT ETF (SPY) 4,429 -46 $1,298
     SPY4,429-46$1,298
SPDR SERIES TRUST PORTFOLIO INTRMD ETF (SPIB) 35,778 +1,033 $1,250
     SPIB35,778+1,033$1,250
FACEBOOK INC COM CL A 5,490 -80 $1,060
     FB5,490-80$1,060
FREEPORT MCMORAN INC COM CL B 88,593 -1,529 $1,029
     FCX88,593-1,529$1,029
SPDR GOLD TRUST GOLD SHS ETF (GLD) 6,596 +132 $879
     GLD6,596+132$879
ROPER TECHNOLOGIES INC COM 2,166 +20 $793
     ROP2,166+20$793
NORTHROP GRUMMAN CORP COM 2,330 +65 $753
     NOC2,330+65$753
3M COMPANY COM 4,078 -18 $707
     MMM4,078-18$707
SSGA ACTIVE ETF TR ULT SHT TRM BD ETF (ULST) 14,311 +7,792 $579
     ULST14,311+7,792$579
SPDR SERIES TRUST BLOMBRG BRC TIPS ETF (IPE) 9,843 +116 $557
     IPE9,843+116$557
WEC ENERGY GROUP INC COM 6,681 +56 $557
     WEC6,681+56$557
JOHNSON & JOHNSON COM 3,859 -1,186 $538
     JNJ3,859-1,186$538
DELEK US HOLDINGS INC COM 12,569 -2 $509
     DK12,569-2$509
VANGUARD TOTAL STK MKT ETF (VTI) 3,202 +40 $481
     VTI3,202+40$481
APERGY CORPORATION COM 14,278 +118 $479
     APY14,278+118$479
FIRST TR EXCHANGE NAT GAS ETF (FCG) 32,563 -1,639 $472
     FCG32,563-1,639$472
JPMORGAN CHASE & CO. COM 3,865 +559 $432
     JPM3,865+559$432
MARTIN MARIETTA MATERIALS INC COM 1,795 -7 $413
     MLM1,795-7$413
VERIZON COMMUNICATIONS COM 7,132 +658 $407
     VZ7,132+658$407
CELANESE CORP COM 3,553 -37 $383
     CE3,553-37$383

See Full List: All Stocks Held By Winch Advisory Services LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Winch Advisory Services LLC

Size ($ in 1000's)
At 06/30/2019: $191,905
At 03/31/2019: $180,871

Winch Advisory Services LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Winch Advisory Services LLC 13F filings. Link to 13F filings: SEC filings

Winch Advisory Services LLC Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2019, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.