Titelia

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.

RankCountryLinesValueShare
1US415411.4M $99.29 %
2NL21.5M $0.36 %
3TW2729.1K $0.18 %
4GB7704.2K $0.17 %
5DE216.6K $0.00 %
6JP213K $0.00 %
7CH110.7K $0.00 %
8KY16.1K $0.00 %
9CN34.8K $0.00 %
10BE13.7K $0.00 %
11DK1675 $0.00 %

Positions

RankCompanySharesValueWeight
301Arista Networks Inc 627.6K $
302Maplebear Inc 1967.3K $
303VanEck Rare Earth and Strategi 786.9K $
304Ishares Inc 876.9K $
305PBF Energy Inc 1446.8K $
306Charles Schwab Corp/The 846.6K $
307General Motors Co 886.6K $
308iShares Russell 1000 Growth ETF 156.4K $
309Flexshares Trust 2016.4K $
310Airbnb Inc 506.3K $
311Tencent Holdings Ltd 966.1K $
312Yum China Holdings Inc 1236K $
313Select Sector Spdr Trust 736K $
314Boston Scientific Corp 956K $
315Xtrackers MSCI EAFE Hedged Equ 1205.9K $
316WW Grainger Inc 55.7K $
317Vanguard Index Funds 185.5K $
318VanEck Gold Miners ETF/USA 595.4K $
319Schwab US Dividend Equity ETF 575.4K $
320Badger Meter Inc 345.2K $
321VanEck ETF Trust 425.1K $
322Schwab US Broad Market ETF 1564.8K $
323Smith & Wesson Brands Inc 3264.7K $
324iShares Trust 124.4K $
325Vanguard Index Funds 204.3K $
326Vanguard FTSE Europe ETF 524.3K $
327Equinix Inc 44.3K $
328Ecolab Inc 164.2K $
329ASTRAZENECA PLC USD 214.1K $
330Chipotle Mexican Grill Inc 1274.1K $
331Sherwin-Williams Co/The 124K $
332iShares Trust 124K $
333Synopsys Inc 104K $
334ISHARES U S ETF TR 784K $
335Albemarle Corp 213.8K $
336Sturm Ruger & Co Inc 943.8K $
337Anheuser-Busch InBev SA/NV 533.7K $
338Coterra Energy Inc 1043.7K $
339Pacer Funds Trust 583.6K $
340BYD Co Ltd 2653.6K $
341Sysco Corp 503.5K $
342Crowdstrike Holdings Inc 93.5K $
343B&G Foods Inc 7233.5K $
344iShares MSCI EAFE Small-Cap ETF 403.3K $
345American Express Co 103.2K $
346Intercontinental Exchange Inc 203.2K $
347Eversource Energy 453.1K $
348CoreWeave Inc 403.1K $
349Huntington Ingalls Industries, Inc. 83K $
350United Therapeutics Corp 53K $
351McCormick & Co Inc/MD 572.9K $
352Dimensional U S Targeted Value ETF 442.7K $
353Rumble Inc 5302.7K $
354PACCAR Inc 222.6K $
355Under Armour Inc 4402.5K $
356Danaher Corp 132.5K $
357QXO Inc 1272.5K $
358Baidu Inc 222.5K $
359Automatic Data Processing Inc 122.4K $
360L3Harris Technologies Inc 72.4K $
361Strategy Inc 192.4K $
362FactSet Research Systems Inc 102.3K $
363Opendoor Technologies Inc 4802.2K $
364iShares Trust 142.2K $
365Team Inc 1402.2K $
366Kontoor Brands Inc 312.2K $
367T Rowe Price Group Inc 242.2K $
368Pacer US Small Cap Cash Cows E 482.2K $
369ChipMOS Technologies Inc 602.1K $
370DoorDash Inc 142.1K $
371Vodafone Group PLC 1392.1K $
372Western Union Co/The 2372.1K $
373Cadence Design Systems Inc 71.9K $
374Rivian Automotive Inc 1271.9K $
3753D Systems Corp 1,0121.9K $
376Ishares Inc 281.9K $
377Panasonic Holdings Corp 1061.8K $
378Manitowoc Co Inc/The 1521.8K $
379Clorox Co/The 171.8K $
380Novartis AG 121.8K $
381Autodesk Inc 71.7K $
382Dell Technologies Inc 101.6K $
383NVE Corp 241.6K $
384Toast Inc 591.6K $
385ON Semiconductor Corp 251.5K $
386Mativ Holdings Inc 1661.4K $
387BWX Technologies Inc 71.4K $
388Sprouts Farmers Market Inc 181.4K $
389Associated Banc-Corp 531.4K $
390Unum Group 191.4K $
391DraftKings Inc 601.3K $
392Builders FirstSource Inc 151.2K $
393Infineon Technologies AG 241.1K $
394Snowflake Inc 71.1K $
395Newsmax Inc 2001K $
396Murphy USA Inc 2994 $
397Solstice Advanced Materials Inc 13991 $
398Avanos Medical Inc 67939 $
399Great Wall Motor Co Ltd 60930 $
400Lucid Diagnostics Inc 800920 $