StockDriftsStockDriftsTop 50 Winch Advisory Services, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPTM | STATE STREET SPDR PORT S&P 1500 COMPOSITE STOCK MARKET ETF | 10.75% | 595.8K | $47.1M | -0.19%(-1.11K) | $42.31(+112.44%) | 2026-03-31 | |
| NVDA | NVIDIA CORP | 7.64% | 191.8K | $33.5M | -1.06%(-2.06K) | $7.15(+3057.35%) | 2026-03-31 | |
| VGSH | VANGUARD SHORT TERM TREASURY ETF | 6.68% | 499.6K | $29.2M | +0.16%(+793) | $59.94(-2.78%) | 2026-03-31 | |
| AAPL | APPLE INC | 6.22% | 107.3K | $27.2M | -1.35%(-1.47K) | $36.06(+728.81%) | 2026-03-31 | |
| VCIT | VANGUARD INTERMEDIATE TERM CORP BOND ETF | 6.06% | 320.6K | $26.5M | +0.71%(+2.25K) | $80.52(+2.53%) | 2026-03-31 | |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MTH T-BILL ETF | 5.12% | 244.9K | $22.4M | -0.58%(-1.44K) | $91.53(-0.04%) | 2026-03-31 | |
| CGMS | CAPITAL GROUP FIXED INCOME U S MULTI SECTOR INCOME ETF | 4.85% | 780.0K | $21.2M | +1.02%(+7.87K) | $26.88(+2.28%) | 2026-03-31 | |
| GOOG | ALPHABET INC CL C | 3.97% | 60.7K | $17.4M | -2.80%(-1.75K) | $44.07(+805.40%) | 2026-03-31 | |
| AMZN | AMAZON.COM INC | 3.86% | 81.1K | $16.9M | -0.11%(-89) | $54.50(+395.61%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.4% | 40.3K | $14.9M | +0.93%(+371) | $100.47(+303.32%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.34% | +53.43% |
| Top 20 Holdings Unweighted | +16.64% | +58.68% |
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