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Winch Advisory Services

Latest statistics and disclosures from Winch Advisory Services's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPTM, NVDA, AAPL, VGSH, VCIT, and represent 37.80% of Winch Advisory Services's stock portfolio.
Added to shares of these 10 stocks: NFLX, GBIL, SPTM, VCIT, VGSH, CGMS, BIL, SPIB, VGIT, QQQ.
Started 15 new stock positions in OPENL, Monogram Technologies In, LUCD, AKRE, SOLS, OPENZ, AMP, BWXT, CEG, Q. OPEN, NLR, SFGYY, OPENW, VOD.
Reduced shares in these 10 stocks: NVDA, ORCL, VTI, AAPL, GOOG, MRVL, MSFT, ADBE, AMZN, TXN.
Sold out of its positions in AFFU, BIIB, BLNK, BHF, CRLBF, DAL, EVGO, GOF, MGRM, NRG. GCOW, S, UMBF, UAL.
Winch Advisory Services was a net buyer of stock by $3.7M.
Winch Advisory Services has $452M in assets under management (AUM), dropping by 1.72%.
Central Index Key (CIK): 0001585822

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Portfolio Holdings for Winch Advisory Services

Winch Advisory Services holds 519 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Winch Advisory Services has 519 total positions. Only the first 250 positions are shown.

Sign up to view all of the Winch Advisory Services Dec. 31, 2025 positions
Download the Winch Advisory Services December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
State Street Spdr Port S&p 1500 Composite Stock Market Etf Etf (SPTM)	10.9	$49M		597k	82.50	View chart
NVIDIA Corporation (NVDA)	8.0	$36M	-6%	194k	186.50	View chart
Apple (AAPL)	6.5	$30M	-2%	109k	271.86	View chart
Vanguard Short Term Treasury Etf Etf (VGSH)	6.5	$29M	+2%	499k	58.73	View chart
Vanguard Intermediate Term Corp Bond Etf Etf (VCIT)	5.9	$27M	+3%	318k	83.75	View chart
State Street Spdr Bloomberg 1-3 Mth T-bill Etf Etf (BIL)	5.0	$23M	+2%	246k	91.38	View chart
Capital Group Fixed Income U S Multi Sector Income Etf Etf (CGMS)	4.7	$21M	+2%	772k	27.62	View chart
Alphabet Inc Class C cs (GOOG)	4.3	$20M	-3%	62k	313.80	View chart
Microsoft Corporation (MSFT)	4.3	$19M		40k	483.61	View chart
Amazon (AMZN)	4.1	$19M		81k	230.82	View chart
Berkshire Hathaway (BRK.B)	2.8	$13M		25k	502.66	View chart
Ishares 0-1 Year Treasury Bond Etf Etf (SHV)	2.6	$12M		108k	110.15	View chart
Goldman Sachs Access Treasury 0-1yr Etf Etf (GBIL)	2.6	$12M	+47%	118k	99.94	View chart
JPMorgan Chase & Co. (JPM)	1.7	$7.8M		24k	322.22	View chart
Invesco Qqq Etf Etf (QQQ)	1.4	$6.5M	+2%	11k	614.28	View chart
Visa (V)	1.4	$6.4M	-2%	18k	350.71	View chart
Goldman Sachs Physical Gold Etf Etf (AAAU)	1.4	$6.3M		148k	42.55	View chart
Stryker Corporation (SYK)	1.1	$5.0M		14k	351.48	View chart
Netflix (NFLX)	1.1	$4.9M	+899%	53k	93.76	View chart
Spdr S&p 500 Etf Etf (SPY)	1.1	$4.9M		7.1k	681.95	View chart
Facebook Inc cl a (META)	1.1	$4.9M		7.4k	660.11	View chart
Citigroup (C)	1.0	$4.3M		37k	116.69	View chart
Oracle Corporation (ORCL)	0.9	$3.9M	-23%	25k	157.86	View chart
Spdr Emerging Markets Etf Etf (SPEM)	0.8	$3.5M	+3%	74k	46.81	View chart
Ishares 1-3 Yr Treasury Bond Etf Etf (SHY)	0.8	$3.4M		42k	82.82	View chart
salesforce (CRM)	0.7	$3.3M	-4%	12k	264.91	View chart
Marvell Technology (MRVL)	0.7	$3.2M	-12%	37k	84.98	View chart
Costco Wholesale Corporation (COST)	0.7	$3.1M	+4%	3.6k	862.33	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.6	$2.5M	-28%	7.4k	335.27	View chart
State Street Spdr Portfolio Intermediate Term Corp Bond Etf Etf (SPIB)	0.5	$2.4M	+6%	72k	33.81	View chart
Raytheon Technologies Corp (RTX)	0.5	$2.1M		12k	183.40	View chart
Coca-Cola Company (KO)	0.5	$2.1M		30k	69.91	View chart
Tesla Motors (TSLA)	0.5	$2.1M	-6%	4.6k	449.72	View chart
State Street Spdr Portfolio Aggregate Bond Etf Etf (SPAB)	0.4	$2.0M	+3%	79k	25.75	View chart
Walt Disney Company (DIS)	0.4	$1.9M	-4%	17k	113.77	View chart
MasterCard Incorporated (MA)	0.4	$1.8M	-2%	3.2k	570.82	View chart
Adobe Systems Incorporated (ADBE)	0.4	$1.8M	-16%	5.0k	350.01	View chart
Verizon Communications (VZ)	0.4	$1.7M	+2%	42k	40.73	View chart
eBay (EBAY)	0.4	$1.6M	-3%	18k	87.10	View chart
Wal-Mart Stores (WMT)	0.3	$1.5M		13k	111.41	View chart
Honeywell International (HON)	0.3	$1.4M		7.4k	195.09	View chart
Alphabet Inc Class A cs (GOOGL)	0.3	$1.3M		4.2k	313.03	View chart
Northrop Grumman Corporation (NOC)	0.3	$1.2M	+2%	2.1k	570.32	View chart
Vanguard Growth Etf Etf (VUG)	0.3	$1.2M	+3%	2.4k	487.87	View chart
Asml Holding (ASML)	0.3	$1.1M	+3%	1.1k	1069.83	View chart
Vanguard Intermediate Term Treasury Index Etf Etf (VGIT)	0.2	$1.1M	+14%	19k	59.93	View chart
Procter & Gamble Company (PG)	0.2	$1.1M		7.7k	143.31	View chart
Texas Instruments Incorporated (TXN)	0.2	$1.1M	-14%	6.3k	173.49	View chart
Chevron Corporation (CVX)	0.2	$1.1M		7.0k	152.42	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.2	$1.1M		2.9k	360.17	View chart
Advanced Micro Devices (AMD)	0.2	$1.1M		4.9k	214.16	View chart
Vanguard Short Term Corp Bond Etf Etf (VCSH)	0.2	$965k	+17%	12k	79.73	View chart
Ishares Broad Usd High Yield Corporate Bd Etf Etf (USHY)	0.2	$932k	+2%	25k	37.40	View chart
Paypal Holdings (PYPL)	0.2	$913k	-5%	16k	58.38	View chart
Spdr Gold Trust Gold Shares Etf (GLD)	0.2	$901k		2.3k	396.31	View chart
Medtronic (MDT)	0.2	$858k	-4%	8.9k	96.06	View chart
Starbucks Corporation (SBUX)	0.2	$832k	-10%	9.9k	84.21	View chart
Wec Energy Group (WEC)	0.2	$817k		7.7k	105.46	View chart
Wisdomtree Yield Enhanced U S Aggregate Bond Etf Etf (AGGY)	0.2	$816k		19k	44.05	View chart
Micron Technology (MU)	0.2	$808k	+9%	2.8k	285.43	View chart
Exxon Mobil Corporation (XOM)	0.2	$805k		6.7k	120.34	View chart
Lockheed Martin Corporation (LMT)	0.2	$760k		1.6k	483.76	View chart
State Street Spdr Portfolio Short Term Treasury Etf Etf (SPTS)	0.2	$740k		25k	29.28	View chart
KLA-Tencor Corporation (KLAC)	0.2	$719k		592.00	1214.17	View chart
Johnson & Johnson (JNJ)	0.2	$696k	-4%	3.4k	206.95	View chart
Nike (NKE)	0.2	$694k	-20%	11k	63.71	View chart
Ishares Gold Trust Etf Etf (IAU)	0.2	$680k	-8%	8.4k	81.17	View chart
Taiwan Semiconductor Mfg (TSM)	0.1	$634k		2.1k	303.86	View chart
Vanguard Financials Etf Etf (VFH)	0.1	$597k		4.5k	133.50	View chart
UnitedHealth (UNH)	0.1	$587k	+2%	1.8k	330.12	View chart
3M Company (MMM)	0.1	$571k		3.6k	160.12	View chart
Vanguard Health Care Etf Etf (VHT)	0.1	$560k		1.9k	287.82	View chart
Broadcom (AVGO)	0.1	$515k	+6%	1.5k	346.06	View chart
Lam Research (LRCX)	0.1	$511k	-10%	3.0k	171.17	View chart
Wisdomtree Yield Enhanced U S Short Term Aggregate Bd Etf Etf (SHAG)	0.1	$474k		9.9k	48.03	View chart
Nextera Energy (NEE)	0.1	$462k	+13%	5.8k	80.29	View chart
BP (BP)	0.1	$456k		13k	34.73	View chart
Pfizer (PFE)	0.1	$423k	-5%	17k	24.90	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.1	$396k		6.9k	57.24	View chart
Deere & Company (DE)	0.1	$391k	-3%	839.00	465.43	View chart
At&t (T)	0.1	$379k		15k	24.84	View chart
Vanguard Materials Etf Etf (VAW)	0.1	$376k		1.8k	207.60	View chart
McDonald's Corporation (MCD)	0.1	$374k		1.2k	305.60	View chart
Vanguard S&p 500 Index Etf Etf (VOO)	0.1	$370k	+6%	590.00	626.81	View chart
Roper Industries (ROP)	0.1	$347k	-14%	779.00	445.03	View chart
Vanguard Industrials Etf Etf (VIS)	0.1	$332k		1.1k	298.34	View chart
Vanguard High Dividend Yield Etf Etf (VYM)	0.1	$306k		2.1k	143.50	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.1	$282k	+100%	2.0k	143.95	View chart
Ishares Silver Trust Etf (SLV)	0.1	$282k	+5%	4.4k	64.42	View chart
Occidental Petroleum Corporation (OXY)	0.1	$265k	-9%	2.1k	125.31	View chart
Wells Fargo & Company (WFC)	0.1	$261k		2.8k	93.21	View chart
Vanguard Value Etf Etf (VTV)	0.1	$251k		1.3k	190.98	View chart
Ford Motor Company (F)	0.1	$243k	-3%	19k	13.12	View chart
State Street Ultra Short Term Bond Etf Etf (ULST)	0.1	$239k	-8%	5.9k	40.51	View chart
Waste Management (WM)	0.1	$237k		1.1k	219.76	View chart
State Street Spdr S&p 500 Value Etf Etf (SPYV)	0.0	$221k		3.9k	56.81	View chart
American Conservative Values Etf Etf (ACVF)	0.0	$215k		4.4k	49.39	View chart
Cheniere Energy (LNG)	0.0	$212k		1.1k	194.34	View chart
Agnc Invt Corp Com reit (AGNC)	0.0	$204k	+3%	19k	10.72	View chart
Ishares U S Aerospace & Defense Etf Etf (ITA)	0.0	$198k	+2%	921.00	214.68	View chart
Spdr Dow Jones Industrial Average Etf Etf (DIA)	0.0	$188k		391.00	480.21	View chart
Vanguard Dividend Appreciation Index Fund Etf Etf (VIG)	0.0	$187k	+12%	852.00	219.81	View chart
Valero Energy Corporation (VLO)	0.0	$182k		1.1k	162.76	View chart
Global X Robotics A I Etf Etf (BOTZ)	0.0	$178k		4.9k	36.23	View chart
Kimberly-Clark Corporation (KMB)	0.0	$176k		1.7k	100.88	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.0	$176k		3.5k	49.65	View chart
Abrdn Physical Precious Metals Basket Etf Etf (GLTR)	0.0	$165k		802.00	205.60	View chart
Abbvie (ABBV)	0.0	$161k		703.00	228.43	View chart
Oshkosh Corporation (OSK)	0.0	$145k	+30%	742.00	194.96	View chart
Caterpillar (CAT)	0.0	$144k	-5%	252.00	572.89	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.0	$141k	+98%	3.1k	44.71	View chart
Freeport-McMoRan Copper & Gold (FCX)	0.0	$140k		2.8k	50.79	View chart
Spdr Developed World Ex-us Etf Etf (SPDW)	0.0	$135k	-25%	3.0k	44.41	View chart
ConocoPhillips (COP)	0.0	$134k		1.4k	93.61	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.0	$134k	-26%	2.5k	54.71	View chart
Robo Global Robotics & Automation Index Etf Etf (ROBO)	0.0	$134k	-43%	1.9k	69.33	View chart
Cisco Systems (CSCO)	0.0	$125k		1.6k	77.05	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.0	$125k		2.2k	58.11	View chart
Altria (MO)	0.0	$125k	-6%	2.2k	57.65	View chart
Pepsi (PEP)	0.0	$122k		849.00	143.52	View chart
Capital Group Dividend Value Etf Etf (CGDV)	0.0	$122k		2.8k	43.64	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$121k	-2%	490.00	246.02	View chart
Amcor	0.0	$115k		14k	8.34	View chart
Valvoline Inc Common (VVV)	0.0	$114k		3.9k	29.06	View chart
Ishares Biotechnology Etf Etf (IBB)	0.0	$113k	-2%	671.00	168.69	View chart
State Street Communication Services Select Sector Spdr Etf Etf (XLC)	0.0	$113k		959.00	117.72	View chart
Eli Lilly & Co. (LLY)	0.0	$111k		103.00	1075.87	View chart
Boeing Company (BA)	0.0	$109k		504.00	217.12	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.0	$105k		1.9k	54.77	View chart
State Street Spdr S&p 500 Growth Etf Etf (SPYG)	0.0	$101k		945.00	106.73	View chart
Constellation Energy (CEG)	0.0	$101k	NEW	285.00	353.56	View chart
Industries N shs - a - (LYB)	0.0	$97k	-7%	2.2k	43.31	View chart
Dow (DOW)	0.0	$96k	-2%	4.1k	23.38	View chart
Bank of America Corporation (BAC)	0.0	$95k		1.7k	55.01	View chart
Vaneck Uranium & Nuclear Energy Etf Etf (NLR)	0.0	$93k	NEW	747.00	124.27	View chart
Fidelity National Information Services (FIS)	0.0	$91k	-6%	1.4k	66.46	View chart
Professionally Managed Akre Focus Etf Etf (AKRE)	0.0	$91k	NEW	1.4k	65.51	View chart
Marathon Petroleum Corp (MPC)	0.0	$90k		553.00	162.67	View chart
Metropcs Communications (TMUS)	0.0	$87k		430.00	203.15	View chart
Wp Carey (WPC)	0.0	$87k		1.3k	64.34	View chart
Ishares Core U S Aggregate Bond Etf Etf (AGG)	0.0	$86k		864.00	99.87	View chart
EOG Resources (EOG)	0.0	$86k		820.00	105.05	View chart
Palantir Technologies (PLTR)	0.0	$86k		482.00	177.75	View chart
Qualcomm (QCOM)	0.0	$81k		471.00	170.91	View chart
State Street Healthcare Select Sector Spdr Etf Etf (XLV)	0.0	$80k		513.00	154.92	View chart
Schwab Fundamental Intl Equity Etf Etf (FNDF)	0.0	$79k		1.7k	45.20	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$78k	-11%	1.4k	53.77	View chart
State Street Spdr Port S&p 500 Etf Etf (SPYM)	0.0	$74k	-2%	920.00	80.19	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$72k	-10%	4.2k	17.35	View chart
TransDigm Group Incorporated (TDG)	0.0	$69k		52.00	1330.31	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.0	$69k		167.00	412.40	View chart
Eaton (ETN)	0.0	$68k		214.00	318.77	View chart
Ashland (ASH)	0.0	$67k		1.1k	58.65	View chart
Capital Group Fixed Core Plus Income Etf Etf (CGCP)	0.0	$66k		2.9k	22.64	View chart
Capital Group Growth Etf Etf (CGGR)	0.0	$65k		1.5k	44.46	View chart
Ishares Core S&p U S Growth Etf Etf (IUSG)	0.0	$65k		384.00	167.87	View chart
Main Street Capital Corporation (MAIN)	0.0	$64k		1.1k	60.38	View chart
Kraft Heinz (KHC)	0.0	$64k	-5%	2.6k	24.25	View chart
Nicolet Bankshares (NIC)	0.0	$62k		513.00	121.31	View chart
Ishares Core S&p Total U S Stock Market Etf Etf (ITOT)	0.0	$62k		414.00	148.67	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.0	$60k		496.00	120.28	View chart
Vanguard Mid Cap Etf Etf (VO)	0.0	$58k		200.00	290.70	View chart
Ishare Global Energy Etf Etf (IXC)	0.0	$55k		1.3k	41.93	View chart
Cleveland-cliffs (CLF)	0.0	$54k		4.1k	13.28	View chart
Philip Morris International (PM)	0.0	$53k		333.00	160.23	View chart
Jpmorgan Ultra Short Income Etf Etf (JPST)	0.0	$53k		1.0k	50.58	View chart
State Street Spdr Portfolio Tips Etf Etf (SPIP)	0.0	$52k		2.0k	25.96	View chart
Vanguard Mid Cap Growth Etf Etf (VOT)	0.0	$52k	+15%	185.00	278.65	View chart
State Street Spdr S&p Metals & Mining Etf Etf (XME)	0.0	$50k	+11%	485.00	103.57	View chart
Johnson Controls International Plc equity (JCI)	0.0	$50k		414.00	119.76	View chart
Principal Financial (PFG)	0.0	$49k	-3%	557.00	88.23	View chart
Southern Company (SO)	0.0	$49k		556.00	87.15	View chart
Public Storage (PSA)	0.0	$48k	+21%	187.00	258.95	View chart
General Dynamics Corporation (GD)	0.0	$48k		143.00	337.31	View chart
Capital Group Core Equity Etf Etf (CGUS)	0.0	$48k		1.2k	40.24	View chart
Spdr S&p Mid Cap 400 Etf Etf (MDY)	0.0	$48k		79.00	604.92	View chart
State Street Utils Select Sector Spdr Etf Etf (XLU)	0.0	$48k	+101%	1.1k	42.67	View chart
Vanguard Esg U S Stock Etf Etf (ESGV)	0.0	$47k		387.00	120.96	View chart
Illinois Tool Works (ITW)	0.0	$46k		188.00	246.17	View chart
United Parcel Service (UPS)	0.0	$46k		463.00	99.29	View chart
Jacobs Engineering Group (J)	0.0	$46k		345.00	132.34	View chart
Bank Of Montreal Cadcom (BMO)	0.0	$45k		350.00	129.79	View chart
Inland Real Estate Income Trust	0.0	$44k		2.6k	16.89	View chart
Blackrock (BLK)	0.0	$43k		40.00	1082.78	View chart
Vanguard Total Intl Stock Index Etf Etf (VXUS)	0.0	$43k		569.00	75.45	View chart
Cummins (CMI)	0.0	$43k		83.00	512.13	View chart
Topbuild (BLD)	0.0	$42k		100.00	417.19	View chart
First Trust Cloud Computing Index Etf Etf (SKYY)	0.0	$41k		314.00	129.88	View chart
Inspire 100 Etf Etf (BIBL)	0.0	$40k	-25%	882.00	45.15	View chart
Ishares U S Oil & Gas Exploration & Prod Etf Etf (IEO)	0.0	$39k	-4%	438.00	89.19	View chart
Merck & Co (MRK)	0.0	$38k		364.00	105.35	View chart
State Street Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD)	0.0	$37k		640.00	57.94	View chart
Imperial Oil (IMO)	0.0	$37k		425.00	86.34	View chart
Global X U S Infrastructure Development Etf Etf (PAVE)	0.0	$36k		762.00	47.80	View chart
Invesco Nasdaq Next Gen 100 Etf Etf (QQQJ)	0.0	$36k		984.00	36.85	View chart
Schneider National Inc cl b (SNDR)	0.0	$36k		1.4k	26.53	View chart
Intel Corporation (INTC)	0.0	$36k	+28%	966.00	36.90	View chart
Shell Adr Each Rep 2 Ord Wi (SHEL)	0.0	$35k		481.00	73.47	View chart
Truist Financial Corp equities (TFC)	0.0	$35k		712.00	49.23	View chart
State Street Materials Select Sector Spdr Etf Etf (XLB)	0.0	$33k	+101%	736.00	45.38	View chart
Abrdn Asia Pacific Income Fund Fund (FAX)	0.0	$33k	+2%	2.2k	15.34	View chart
Qnity Electronics (Q)	0.0	$33k	NEW	402.00	81.71	View chart
Vanguard Small Cap Etf Etf (VB)	0.0	$33k		127.00	258.13	View chart
Dupont De Nemours (DD)	0.0	$33k		809.00	40.19	View chart
Ark Innovation Etf Etf (ARKK)	0.0	$32k		420.00	76.92	View chart
InvenTrust Properties Corp (IVT)	0.0	$32k		1.1k	28.21	View chart
Kinder Morgan (KMI)	0.0	$32k		1.2k	27.50	View chart
Bay (BCML)	0.0	$31k		1.0k	29.39	View chart
Rio Tinto (RIO)	0.0	$31k		381.00	79.99	View chart
Vertiv Holdings Llc vertiv holdings (VRT)	0.0	$30k		185.00	162.25	View chart
Lowe's Companies (LOW)	0.0	$30k		124.00	241.69	View chart
U.S. Bancorp (USB)	0.0	$30k		559.00	53.39	View chart
Motorola Solutions (MSI)	0.0	$29k	-18%	77.00	381.90	View chart
Plexus (PLXS)	0.0	$29k		200.00	147.00	View chart
Xcel Energy (XEL)	0.0	$29k		398.00	73.84	View chart
Duke Energy (DUK)	0.0	$29k		251.00	117.07	View chart
Southwest Airlines (LUV)	0.0	$29k	-9%	707.00	41.32	View chart
PNC Financial Services (PNC)	0.0	$29k		137.00	208.42	View chart
State Street Global Allocation Etf Etf (GAL)	0.0	$28k		567.00	49.44	View chart
Solventum Corp (SOLV)	0.0	$28k		350.00	79.24	View chart
FedEx Corporation (FDX)	0.0	$28k		95.00	289.19	View chart
Palo Alto Networks (PANW)	0.0	$27k		149.00	184.20	View chart
Home Depot (HD)	0.0	$27k		79.00	345.32	View chart
Capital Group Intl Focus Equity Etf Etf (CGXU)	0.0	$27k	+2%	922.00	29.56	View chart
General Electric (GE)	0.0	$27k		87.00	306.48	View chart
State Street Industrial Select Sector Spdr Etf Etf (XLI)	0.0	$26k		170.00	154.97	View chart
Gilead Sciences (GILD)	0.0	$26k		211.00	122.48	View chart
Centrus Energy Corp cl a (LEU)	0.0	$26k		106.00	242.76	View chart
International Business Machines (IBM)	0.0	$26k		87.00	294.55	View chart
GSK (GSK)	0.0	$26k		523.00	49.00	View chart
Goldman Sachs (GS)	0.0	$25k		28.00	887.32	View chart
State Street Spdr S&p Homebuilders Etf Etf (XHB)	0.0	$25k		239.00	102.82	View chart
Dorchester Minerals (DMLP)	0.0	$24k	+2%	1.1k	22.37	View chart
Thermo Fisher Scientific (TMO)	0.0	$23k		40.00	581.60	View chart
Hp (HPQ)	0.0	$23k		1.0k	22.28	View chart
Ishares Msci Acwi Etf Etf (ACWI)	0.0	$23k	-2%	164.00	141.17	View chart
Sap (SAP)	0.0	$22k		91.00	241.79	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.0	$22k		228.00	96.03	View chart
Vanguard Information Technology Etf Etf (VGT)	0.0	$22k		29.00	747.34	View chart
Ishares 20 Yr Treasury Bond Etf Etf (TLT)	0.0	$21k		244.00	87.20	View chart
Comcast Corporation (CMCSA)	0.0	$21k		707.00	29.91	View chart
Nuscale PWR Corp (SMR)	0.0	$20k	+137%	1.4k	14.17	View chart
Alibaba Group Holding (BABA)	0.0	$20k		137.00	146.76	View chart
Alcoa (AA)	0.0	$20k	+36%	374.00	53.15	View chart
Dimensional World Ex U S Core Equity 2 Etf Etf (DFAX)	0.0	$20k		597.00	32.72	View chart
Dimensional U S Core Equity 2 Etf Etf (DFAC)	0.0	$19k		474.00	39.62	View chart
Ishares Jp Morgan Usd Emerging Markets Etf Etf (EMB)	0.0	$19k		195.00	96.26	View chart
American Tower Reit (AMT)	0.0	$19k		105.00	176.32	View chart
Spotify Technology Sa (SPOT)	0.0	$18k		31.00	580.71	View chart
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)	0.0	$18k		221.00	80.78	View chart

Past Filings by Winch Advisory Services

SEC 13F filings are viewable for Winch Advisory Services going back to 2014

Winch Advisory Services 2025 Q4 filed Feb. 3, 2026
Winch Advisory Services 2025 Q3 filed Nov. 12, 2025
Winch Advisory Services 2025 Q2 filed Aug. 7, 2025
Winch Advisory Services 2025 Q1 filed May 6, 2025
Winch Advisory Services 2024 Q4 filed Jan. 14, 2025
Winch Advisory Services 2024 Q3 filed Oct. 21, 2024
Winch Advisory Services 2024 Q2 filed July 31, 2024
Winch Advisory Services 2024 Q1 filed May 14, 2024
Winch Advisory Services 2023 Q4 filed Jan. 18, 2024
Winch Advisory Services 2023 Q3 filed Nov. 6, 2023
Winch Advisory Services 2023 Q2 filed Aug. 8, 2023
Winch Advisory Services 2023 Q1 filed May 10, 2023
Winch Advisory Services 2022 Q4 filed Jan. 26, 2023
Winch Advisory Services 2022 Q3 filed Oct. 31, 2022
Winch Advisory Services 2022 Q2 filed Aug. 12, 2022
Winch Advisory Services 2022 Q1 filed April 26, 2022

View all past filings

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