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Portfolio (Quarterly) Guide ↗

Winch Advisory Services, LLC

· CIK 0001585822
13F Portfolio $438M AUM 531 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 22 New 144 Added 61 Reduced 11 Exited
Page 5 of 27  ·  530 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MMM 3M COMPANY Industrials 2,874.0 $417K 0.10% -693.0 -19.4% $145.21 +2.9%
82 UNH UNITEDHEALTH GROUP INC Healthcare 1,534.0 $415K 0.10% -244.0 -13.7% $270.55 +43.9%
83 VAW VANGUARD MATERIALS ETF 1,816.0 $409K 0.09% $225.33 -0.1%
84 MCD MCDONALDS CORP Consumer Cyclical 1,208.0 $375K 0.09% -17.0 -1.4% $310.80 -9.7%
85 VIS VANGUARD INDUSTRIALS ETF 1,116.0 $348K 0.08% $312.12 +6.8%
86 VYM VANGUARD HIGH DIVIDEND YIELD ETF 2,142.0 $317K 0.07% $148.12 +5.8%
87 SLV ISHARES SILVER TRUST Financial Services 4,588.0 $313K 0.07% +207.0 +4.7% $68.14 +0.9%
88 LNG CHENIERE ENERGY INC Energy 1,038.0 $295K 0.07% -52.0 -4.8% $283.78 -13.0%
89 ITA ISHARES U S AEROSPACE & DEFENSE ETF 1,310.0 $287K 0.07% +389.0 +42.2% $218.72 +2.1%
90 VLO VALERO ENERGY CORP Energy 1,103.0 $272K 0.06% -12.0 -1.1% $246.98 +6.3%
91 VTV VANGUARD VALUE ETF 1,378.0 $270K 0.06% +66.0 +5.0% $196.19 +6.2%
92 ROP ROPER TECHNOLOGIES INC Industrials 755.0 $267K 0.06% -24.0 -3.1% $353.77 -7.0%
93 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 1,963.0 $261K 0.06% $132.93 +33.3%
94 WM WASTE MANAGEMENT INC DEL Industrials 1,080.0 $248K 0.06% $229.80 -3.2%
95 ULST STATE STREET ULTRA SHORT TERM BOND ETF 5,949.0 $241K 0.06% +39.0 +0.7% $40.50 -0.2%
96 SPYV STATE STREET SPDR S&P 500 VALUE ETF 3,975.0 $225K 0.05% +88.0 +2.3% $56.58 +6.9%
97 WFC WELLS FARGO & CO Financial Services 2,811.0 $224K 0.05% +14.0 +0.5% $79.62 -6.4%
98 F FORD MOTOR CO Consumer Cyclical 18,017.0 $208K 0.05% -475.0 -2.6% $11.54 +13.2%
99 ACVF AMERICAN CONSERVATIVE VALUES ETF 4,363.0 $208K 0.05% $47.61 +11.1%
100 AGNC AGNC INVESTMENT CORP Real Estate 20,112.0 $202K 0.05% +1K +5.9% $10.03 +2.2%
Page 5 of 27  ·  530 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 42.6%
Financial Services 18.0%
Communication Services 14.4%
Consumer Cyclical 10.0%
Consumer Defensive 4.2%
Industrials 3.9%
Healthcare 3.4%
Energy 2.1%
Utilities 0.8%
Basic Materials 0.3%