Holdings of Winch Advisory Services, LLC
437 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 59.7 % of the equity sleeve
Sector breakdown
- Technology 23.1 %
- Communication 7.8 %
- Financials 7.6 %
- Consumer discretionary 5.4 %
- Consumer staples 2.2 %
- Industrials 2.0 %
- Health care 1.6 %
- Funds 1.3 %
- Energy 0.7 %
- Utilities 0.5 %
- Materials 0.1 %
- Unattributed 47.6 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 99.3 %
- NL 0.4 %
- TW 0.2 %
- GB 0.2 %
- DE 0.0 %
- JP 0.0 %
- CH 0.0 %
- KY 0.0 %
- CN 0.0 %
- BE 0.0 %
- DK 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 415 | 411.4M $ | 99.29 % |
| 2 | NL | 2 | 1.5M $ | 0.36 % |
| 3 | TW | 2 | 729.1K $ | 0.18 % |
| 4 | GB | 7 | 704.2K $ | 0.17 % |
| 5 | DE | 2 | 16.6K $ | 0.00 % |
| 6 | JP | 2 | 13K $ | 0.00 % |
| 7 | CH | 1 | 10.7K $ | 0.00 % |
| 8 | KY | 1 | 6.1K $ | 0.00 % |
| 9 | CN | 3 | 4.8K $ | 0.00 % |
| 10 | BE | 1 | 3.7K $ | 0.00 % |
| 11 | DK | 1 | 675 $ | 0.00 % |