HoldingsChannel.com
Winch Advisory Services LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
SPDR SERIES TRUST SPDR BLOOMBERG ETF (BIL) 307,843 +199,833 $28,208
     BIL307,843+199,833$28,208
ISHARES TRUST 1 3 YR TREAS BD ETF (SHY) 322,264 +322,264 $27,931
     SHY322,264+322,264$27,931
VANGUARD SHORT TERM TREAS ETF (VGSH) 291,051 +291,051 $18,144
     VGSH291,051+291,051$18,144
SPDR SERIES TRUST PORTFOLI S&P 1500 COMP STK ETF (SPTM) 500,424 +92,913 $15,738
     SPTM500,424+92,913$15,738
GOLDMAN SACHS ETF TRUST ACCES TREASURY ETF (GBIL) 147,359 +147,359 $14,849
     GBIL147,359+147,359$14,849
INVESCO QQQ TRUST UNIT SER 1 ETF (QQQ)      $10,876
     ETF57,123+57,123$10,876
AMAZON COM INC COM 5,369 -2,752 $10,468
     AMZN5,369-2,752$10,468
APPLE INC COM 40,110 -23,051 $10,200
     AAPL40,110-23,051$10,200
MICROSOFT CORP COM 50,872 -23,014 $8,023
     MSFT50,872-23,014$8,023
ISHARES TRUST SHORT TREAS BD ETF (SHV) 55,710 +14,531 $6,185
     SHV55,710+14,531$6,185
ALPHABET INC COM CL C 3,697 -1,870 $4,299
     GOOG3,697-1,870$4,299
VISA INC COM CL A 18,584 +2,157 $2,994
     V18,584+2,157$2,994
NETFLIX INC COM 7,566 -5,087 $2,841
     NFLX7,566-5,087$2,841
BERKSHIRE HATHAWAY INC COM CL B      $2,506
     BRK.B13,707-8,128$2,506
ALIBABA GROUP HOLDING LTD ADR SPONSORED 11,314 -6,348 $2,200
     BABA11,314-6,348$2,200
STRYKER CORP COM 13,030 -7,629 $2,169
     SYK13,030-7,629$2,169
SALESFORCE.COM INC COM 14,432 -8,942 $2,078
     CRM14,432-8,942$2,078
ADOBE INC COM 6,442 -2,388 $2,050
     ADBE6,442-2,388$2,050
NVIDIA CORP COM 7,673 -2,029 $2,023
     NVDA7,673-2,029$2,023
PAYPAL HOLDINGS INC COM 15,435 -7,981 $1,478
     PYPL15,435-7,981$1,478
NIKE INC COM CL B 17,067 +11,066 $1,412
     NKE17,067+11,066$1,412
SPDR SERIES TRUST PORTFOLIO INTRMD ETF (SPIB) 38,201 -875 $1,299
     SPIB38,201-875$1,299
FACEBOOK INC COM CL A 7,554 +222 $1,260
     FB7,554+222$1,260
VANGUARD INT TERM CORP ETF (VCIT) 14,027 UNCH $1,222
     VCIT14,027UNCH$1,222
WALT DISNEY COMPANY THE COM 11,702 +413 $1,130
     DIS11,702+413$1,130
SPDR S&P500 ETF TRUST TR UNIT ETF (SPY) 4,235 +19 $1,091
     SPY4,235+19$1,091
MASTERCARD INCORPORATED COM CL A 4,106 +1,603 $992
     MA4,106+1,603$992
SPDR SERIES TRUST PORTFOLIO AGRGTE ETF (SPAB) 31,376 +4,078 $948
     SPAB31,376+4,078$948
SPDR GOLD TRUST GOLD SHS ETF (GLD) 5,540 +65 $820
     GLD5,540+65$820
WISDOMTREE TRUST YLD ENH US AGGREGATE BD FD 14,357 +91 $742
     AGGY14,357+91$742
COSTCO WHOLESALE CORP COM 2,270 +103 $647
     COST2,270+103$647
NORTHROP GRUMMAN CORP COM 2,064 -12 $624
     NOC2,064-12$624
WEC ENERGY GROUP INC COM 6,822 +35 $601
     WEC6,822+35$601
MEDTRONIC PLC COM 6,319 +323 $570
     MDT6,319+323$570
TEXAS INSTRUMENTS INC COM 5,635 +5,594 $563
     TXN5,635+5,594$563
3M COMPANY COM 4,066 -15 $555
     MMM4,066-15$555
ROPER TECHNOLOGIES INC COM 1,743 -202 $543
     ROP1,743-202$543
EBAY INC COM 16,161 +1,116 $486
     EBAY16,161+1,116$486
JP MORGAN CHASE & CO COM 5,298 -44 $477
     JPM5,298-44$477
STARBUCKS CORP COM 7,190 +812 $473
     SBUX7,190+812$473
SPDR SERIES TRUST PORTFLI TIPS ETF (SPIP) 15,989 +15,989 $464
     SPIP15,989+15,989$464
VANGUARD TOTAL STK MKT ETF (VTI) 3,302 +58 $426
     VTI3,302+58$426
UNITED TECHNOLOGIES CORP COM 4,421 -207 $417
     UTX4,421-207$417
VERIZON COMMUNICATIONS COM 7,749 +35 $416
     VZ7,749+35$416
JOHNSON & JOHNSON COM 2,752 -1,027 $361
     JNJ2,752-1,027$361
PROCTER & GAMBLE CO COM 3,244 +6 $357
     PG3,244+6$357
AT&T INC COM 11,211 +599 $327
     T11,211+599$327
VANGUARD MCAP GR IDXVIP ETF (VOT) 2,074 +5 $263
     VOT2,074+5$263
SSGA ACTIVE ETF TR ULT SHT TRM BD ETF (ULST) 6,732 -378 $262
     ULST6,732-378$262
ALPHABET INC COM CL A 223 UNCH $259
     GOOGL223UNCH$259

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 03/31/2020: $201,094
At 12/31/2019: $210,811

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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