HoldingsChannel.com
Winch Advisory Services LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
ISHARES US ETF TRUST SHT MAT BD ETF (NEAR) 328,752 +7,321 $16,549
     NEAR328,752+7,321$16,549
SPDR SERIES TRUST PORTFOLIO TL STK ETF (SPTM) 408,775 +2,983 $15,018
     SPTM408,775+2,983$15,018
APPLE INC COM 64,098 -353 $14,356
     AAPL64,098-353$14,356
AMAZON COM INC COM 8,265 +196 $14,347
     AMZN8,265+196$14,347
MICROSOFT CORP COM 74,314 +2,493 $10,332
     MSFT74,314+2,493$10,332
SPDR SERIES TRUST SPDR BLOOMBERG ETF (BIL) 110,208 +27,782 $10,094
     BIL110,208+27,782$10,094
SPDR SERIES TRUST PORTFOLIO MD ETF (SPMD) 291,641 +440 $9,884
     SPMD291,641+440$9,884
SPDR SERIES TRUST PORTFOLIO SHORT ETF (SPSB) 290,867 +140,393 $8,973
     SPSB290,867+140,393$8,973
SPDR INDEX SHARES FUNDS PORTFOLIO EMG MK ETF (SPEM) 249,564 +1,918 $8,555
     SPEM249,564+1,918$8,555
ALPHABET INC COM CL C 5,711 +30 $6,962
     GOOG5,711+30$6,962
SPDR SERIES TRUST PRTFLO S&P500 VL ETF (SPYV) 162,712 +2,455 $5,200
     SPYV162,712+2,455$5,200
BERKSHIRE HATHAWAY INC COM CL B      $4,466
     BRK.B21,468-148$4,466
STRYKER CORP COM 19,956 +1,973 $4,317
     SYK19,956+1,973$4,317
SALESFORCE.COM INC COM 23,961 +147 $3,557
     CRM23,961+147$3,557
NETFLIX INC COM 12,746 -349 $3,411
     NFLX12,746-349$3,411
VALERO ENERGY CORP COM 37,993 -866 $3,239
     VLO37,993-866$3,239
BP ADR SPONSORED 84,725 +481 $3,219
     BP84,725+481$3,219
ALIBABA GROUP HOLDING LTD ADR 18,425 +44 $3,081
     BABA18,425+44$3,081
VISA INC COM CL A 16,395 +853 $2,820
     V16,395+853$2,820
CISCO SYSTEMS INC COM 53,854 +830 $2,661
     CSCO53,854+830$2,661
EOG RESOURCES INC COM 35,700 -711 $2,650
     EOG35,700-711$2,650
ADOBE INC COM 8,947 +214 $2,472
     ADBE8,947+214$2,472
PAYPAL HOLDINGS INC COM 23,609 +1,417 $2,446
     PYPL23,609+1,417$2,446
CHEVRON CORPORATION COM 15,503 +83 $1,839
     CVX15,503+83$1,839
EXXON MOBIL CORPORATION COM 25,818 -207 $1,823
     XOM25,818-207$1,823
NVIDIA CORP COM 9,816 +294 $1,709
     NVDA9,816+294$1,709
CONOCOPHILLIPS COM 22,966 -846 $1,309
     COP22,966-846$1,309
SPDR SERIES TRUST PORTFOLIO INTRMD ETF (SPIB) 36,499 +721 $1,288
     SPIB36,499+721$1,288
SPDR S&P500 ETF TRUST TR UNIT ETF (SPY) 4,248 -181 $1,261
     SPY4,248-181$1,261
DIAMONDBACK ENERGY INC COM 13,019 -26 $1,171
     FANG13,019-26$1,171
FACEBOOK INC COM CL A 6,494 +1,004 $1,156
     FB6,494+1,004$1,156
WALT DISNEY COMPANY THE COM 7,548 +5,604 $984
     DIS7,548+5,604$984
SPDR SERIES TRUST S&P OILGAS EXP ETF (XOP) 42,548 -60,809 $951
     XOP42,548-60,809$951
SPDR GOLD TRUST GOLD SHS ETF (GLD) 6,501 -95 $903
     GLD6,501-95$903
NORTHROP GRUMMAN CORP COM 2,350 +20 $881
     NOC2,350+20$881
ROPER TECHNOLOGIES INC COM 2,246 +80 $801
     ROP2,246+80$801
WISDOMTREE TRUST YLD ENH US AGGREGATE BD FD 14,172 +9,644 $741
     AGGY14,172+9,644$741
3M COMPANY COM 4,080 +2 $671
     MMM4,080+2$671
WEC ENERGY GROUP INC COM 6,714 +33 $638
     WEC6,714+33$638
JPMORGAN CHASE & CO. COM 5,064 +1,199 $596
     JPM5,064+1,199$596
SPDR SERIES TRUST PORTFLI TIPS ETF (IPE) 20,537 +10,694 $586
     IPE20,537+10,694$586
SSGA ACTIVE ETF TR ULT SHT TRM BD ETF (ULST) 14,407 +96 $582
     ULST14,407+96$582
JOHNSON & JOHNSON COM 3,848 -11 $498
     JNJ3,848-11$498
DELEK US HOLDINGS INC COM 12,868 +299 $467
     DK12,868+299$467
VANGUARD TOTAL STK MKT ETF (VTI) 2,990 -212 $451
     VTI2,990-212$451
VERIZON COMMUNICATIONS COM 7,374 +242 $445
     VZ7,374+242$445
APERGY CORPORATION COM 14,979 +701 $405
     APY14,979+701$405
PROCTER & GAMBLE CO COM 3,129 +16 $389
     PG3,129+16$389
NUCOR CORP COM 7,229 +520 $368
     NUE7,229+520$368
MASTERCARD INCORPORATED COM CL A 1,341 +996 $364
     MA1,341+996$364

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 09/30/2019: $192,026
At 06/30/2019: $191,905

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

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