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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, VGSH, AAPL, VCIT, and represent 38.07% of Winch Advisory Services's stock portfolio.
Added to shares of these 10 stocks: ORCL, GBIL, VCIT, SPTM, CGMS, BIL, SPAB, SPIB, AVGO, ASML.
Started 18 new stock positions in NMAX, SONY, GCOW, IONQ, GS, WBD, QTUM, MP, Walgreens Boots Alliance, NRG. USAR, GOF, WOLFSPEED INC ESCROW from 977852102, UUUU, ADDDF, QQQI, VEA, DASH.
Reduced shares in these 10 stocks: SHV, NVDA, AAPL, MSFT, MRVL, XEL, AMZN, LYB, GOOGL, GLD.
Sold out of its positions in Byd Co Ltd Bonus Issue Pending Credit Date, AMP, CX, OEF, IWY, DGRO, Ishares Internationalxxxpossible Future Distribueff: 08/15/24, PAAA, TEM, Walgreen Boots Alliance.
Winch Advisory Services was a net buyer of stock by $9.0M.
Winch Advisory Services has $445M in assets under management (AUM), dropping by 8.56%.
Central Index Key (CIK): 0001585822

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Portfolio Holdings for Winch Advisory Services

Winch Advisory Services holds 518 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Winch Advisory Services has 518 total positions. Only the first 250 positions are shown.

Sign up to view all of the Winch Advisory Services Sept. 30, 2025 positions
Download the Winch Advisory Services September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	10.6	$47M		585k	80.65	View chart
NVIDIA Corporation (NVDA)	8.7	$39M		209k	186.58	View chart
Vanguard Short Term Treasury Etf Etf (VGSH)	6.4	$29M		486k	58.85	View chart
Apple (AAPL)	6.4	$29M		112k	254.63	View chart
Vanguard Intermediate Term Corp Bond Etf Etf (VCIT)	5.8	$26M	+2%	309k	84.11	View chart
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	5.0	$22M		240k	91.75	View chart
Microsoft Corporation (MSFT)	4.7	$21M		41k	517.95	View chart
Capital Group Fixed Income U S Multi Sector Income Etf Etf (CGMS)	4.7	$21M		751k	27.75	View chart
Amazon (AMZN)	4.1	$18M		82k	219.57	View chart
Alphabet Inc Class C cs (GOOG)	3.5	$16M		65k	243.55	View chart
Berkshire Hathaway (BRK.B)	2.8	$13M		25k	502.73	View chart
Ishares Short Treasury Bond Etf Etf (SHV)	2.7	$12M	-2%	109k	110.49	View chart
Goldman Sachs Access Treasury 0-1yr Etf Etf (GBIL)	1.8	$8.0M	+17%	80k	100.23	View chart
JPMorgan Chase & Co. (JPM)	1.7	$7.7M		25k	315.43	View chart
Visa (V)	1.4	$6.4M		19k	341.38	View chart
Netflix (NFLX)	1.4	$6.3M		5.3k	1199.03	View chart
Invesco Qqq Etf Etf (QQQ)	1.4	$6.2M		10k	600.36	View chart
Goldman Sachs Physical Gold Etf Etf (AAAU)	1.3	$5.7M		149k	38.12	View chart
Facebook Inc cl a (META)	1.2	$5.4M		7.4k	734.35	View chart
Stryker Corporation (SYK)	1.2	$5.4M		15k	369.68	View chart
Spdr S&p 500 Etf Etf (SPY)	1.1	$4.7M		7.1k	666.20	View chart
Oracle Corporation (ORCL)	0.9	$4.2M	+17320%	32k	129.22	View chart
Citigroup (C)	0.9	$3.8M		37k	101.50	View chart
Marvell Technology (MRVL)	0.8	$3.6M	-2%	43k	84.07	View chart
Ishares 1-3 Yr Treasury Bond Etf Etf (SHY)	0.8	$3.5M		42k	82.96	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.8	$3.4M		10k	328.17	View chart
Spdr Emerging Markets Etf Etf (SPEM)	0.7	$3.3M		71k	46.81	View chart
Costco Wholesale Corporation (COST)	0.7	$3.2M	+4%	3.4k	925.52	View chart
salesforce (CRM)	0.7	$3.1M		13k	237.00	View chart
Spdr Portfolio Intermediate Term Corp Bond Etf Etf (SPIB)	0.5	$2.3M	+8%	68k	33.89	View chart
Tesla Motors (TSLA)	0.5	$2.2M	+5%	4.9k	444.72	View chart
Adobe Systems Incorporated (ADBE)	0.5	$2.1M		6.1k	352.77	View chart
Walt Disney Company (DIS)	0.5	$2.0M		18k	114.50	View chart
Coca-Cola Company (KO)	0.5	$2.0M		30k	66.32	View chart
Raytheon Technologies Corp (RTX)	0.4	$2.0M		12k	167.33	View chart
Spdr Aggregate Bond Etf Etf (SPAB)	0.4	$2.0M	+10%	76k	25.85	View chart
MasterCard Incorporated (MA)	0.4	$1.8M		3.2k	568.88	View chart
Verizon Communications (VZ)	0.4	$1.8M	+7%	41k	43.95	View chart
eBay (EBAY)	0.4	$1.7M		19k	90.95	View chart
Honeywell International (HON)	0.4	$1.6M	+2%	7.4k	210.50	View chart
Wal-Mart Stores (WMT)	0.3	$1.4M	+7%	13k	103.06	View chart
Texas Instruments Incorporated (TXN)	0.3	$1.3M		7.3k	183.72	View chart
Northrop Grumman Corporation (NOC)	0.3	$1.3M		2.1k	609.26	View chart
Procter & Gamble Company (PG)	0.3	$1.2M	+4%	7.7k	153.66	View chart
Vanguard Growth Etf Etf (VUG)	0.3	$1.1M	+11%	2.3k	479.69	View chart
Paypal Holdings (PYPL)	0.2	$1.1M		17k	67.06	View chart
Chevron Corporation (CVX)	0.2	$1.1M	+5%	7.0k	155.29	View chart
Alphabet Inc Class A cs (GOOGL)	0.2	$1.0M	-3%	4.2k	243.11	View chart
Asml Holding (ASML)	0.2	$996k	+16%	1.0k	967.73	View chart
Vanguard Intermediate Term Treasury Index Etf Etf (VGIT)	0.2	$970k	+11%	16k	60.03	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.2	$958k	+5%	2.9k	326.34	View chart
Nike (NKE)	0.2	$951k		14k	69.73	View chart
Starbucks Corporation (SBUX)	0.2	$931k		11k	84.60	View chart
Ishares Broad Usd High Yield Corporate Bd Etf Etf (USHY)	0.2	$920k	+4%	24k	37.78	View chart
Medtronic (MDT)	0.2	$892k		9.4k	95.24	View chart
Wec Energy Group (WEC)	0.2	$881k		7.7k	114.58	View chart
Vanguard Short Term Corp Bond Etf Etf (VCSH)	0.2	$826k		10k	79.93	View chart
Spdr Gold Trust Gold Shares Etf (GLD)	0.2	$808k	-4%	2.3k	355.47	View chart
Wisdomtree Yield Enhanced U S Aggregate Bond Etf Etf (AGGY)	0.2	$807k	+12%	18k	44.27	View chart
Advanced Micro Devices (AMD)	0.2	$793k	+9%	4.9k	161.79	View chart
Lockheed Martin Corporation (LMT)	0.2	$772k	+12%	1.5k	499.21	View chart
Exxon Mobil Corporation (XOM)	0.2	$761k		6.7k	112.76	View chart
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)	0.2	$731k		25k	29.32	View chart
Ishares Gold Trust Etf Etf (IAU)	0.2	$669k		9.2k	72.77	View chart
Johnson & Johnson (JNJ)	0.1	$652k	+4%	3.5k	185.42	View chart
KLA-Tencor Corporation (KLAC)	0.1	$638k		592.00	1077.75	View chart
UnitedHealth (UNH)	0.1	$597k	+16%	1.7k	345.34	View chart
Vanguard Financials Etf Etf (VFH)	0.1	$593k		4.5k	131.24	View chart
Taiwan Semiconductor Mfg (TSM)	0.1	$584k	+3%	2.1k	279.30	View chart
3M Company (MMM)	0.1	$554k		3.6k	155.18	View chart
Vanguard Health Care Etf Etf (VHT)	0.1	$504k		1.9k	259.55	View chart
Wisdomtree Yield Enhanced U S Short Term Aggregate Bd Etf Etf (SHAG)	0.1	$468k		9.8k	47.98	View chart
Pfizer (PFE)	0.1	$461k	+3%	18k	25.48	View chart
Broadcom (AVGO)	0.1	$459k	+46%	1.4k	329.82	View chart
Roper Industries (ROP)	0.1	$455k	+2%	913.00	498.45	View chart
BP (BP)	0.1	$455k		13k	34.46	View chart
Lam Research (LRCX)	0.1	$446k		3.3k	133.91	View chart
At&t (T)	0.1	$434k	+16%	15k	28.24	View chart
Micron Technology (MU)	0.1	$433k	+30%	2.6k	167.32	View chart
Deere & Company (DE)	0.1	$398k	-2%	871.00	457.39	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.1	$395k	+23%	6.9k	57.10	View chart
Nextera Energy (NEE)	0.1	$383k		5.1k	75.49	View chart
McDonald's Corporation (MCD)	0.1	$371k	-2%	1.2k	303.97	View chart
Vanguard Materials Etf Etf (VAW)	0.1	$369k		1.8k	204.90	View chart
Vanguard S&p 500 Index Etf Etf (VOO)	0.1	$340k		555.00	612.43	View chart
Vanguard Industrials Etf Etf (VIS)	0.1	$329k		1.1k	296.24	View chart
Occidental Petroleum Corporation (OXY)	0.1	$305k	+7%	2.4k	129.70	View chart
Vanguard High Dividend Yield Etf Etf (VYM)	0.1	$297k	+8%	2.1k	140.96	View chart
Technology Select Sector Spdr Etf Etf (XLK)	0.1	$276k		980.00	281.80	View chart
Spdr Ssga Ultra Short Term Bond Etf Etf (ULST)	0.1	$262k		6.4k	40.69	View chart
Cheniere Energy (LNG)	0.1	$256k	+6%	1.1k	235.04	View chart
Vanguard Value Etf Etf (VTV)	0.1	$243k		1.3k	186.52	View chart
Waste Management (WM)	0.1	$238k	-4%	1.1k	220.74	View chart
Wells Fargo & Company (WFC)	0.1	$233k		2.8k	83.82	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.1	$230k		3.5k	65.00	View chart
Ford Motor Company (F)	0.1	$228k		19k	11.96	View chart
Robo Global Robotics & Automation Index Etf Etf (ROBO)	0.1	$225k		3.4k	65.57	View chart
Kimberly-Clark Corporation (KMB)	0.0	$216k		1.7k	124.35	View chart
American Conservative Values Etf Etf (ACVF)	0.0	$215k		4.4k	49.30	View chart
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.0	$214k	-4%	3.9k	55.33	View chart
Valero Energy Corporation (VLO)	0.0	$189k	-11%	1.1k	170.33	View chart
Ishares U S Aerospace & Defense Etf Etf (ITA)	0.0	$188k		897.00	209.25	View chart
Spdr Dow Jones Industrial Average Etf Etf (DIA)	0.0	$181k		391.00	463.15	View chart
Agnc Invt Corp Com reit (AGNC)	0.0	$180k	+46%	18k	9.79	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.0	$177k		3.3k	53.40	View chart
Ishares Silver Trust Etf (SLV)	0.0	$175k	+4%	4.1k	42.37	View chart
Spdr Developed World Ex-us Etf Etf (SPDW)	0.0	$174k	+4%	4.1k	42.79	View chart
Global X Robotics A I Etf Etf (BOTZ)	0.0	$174k		4.9k	35.43	View chart
Vanguard Dividend Appreciation Index Fund Etf Etf (VIG)	0.0	$163k	+15%	755.00	215.75	View chart
Abbvie (ABBV)	0.0	$162k		699.00	231.40	View chart
Oshkosh Corporation (OSK)	0.0	$160k	+269%	569.00	281.29	View chart
Altria (MO)	0.0	$153k	+8%	2.3k	66.06	View chart
Energy Select Sector Spdr Etf Etf (XLE)	0.0	$142k		1.6k	89.34	View chart
Valvoline Inc Common (VVV)	0.0	$141k		3.9k	35.91	View chart
ConocoPhillips (COP)	0.0	$135k		1.4k	94.56	View chart
Abrdn Physical Precious Metals Basket Etf Etf (GLTR)	0.0	$133k		802.00	165.45	View chart
Caterpillar (CAT)	0.0	$127k		267.00	477.04	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.0	$122k	+173%	2.1k	57.52	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$122k		503.00	242.06	View chart
Pepsi (PEP)	0.0	$121k		864.00	140.44	View chart
Industries N shs - a - (LYB)	0.0	$118k	-24%	2.4k	49.03	View chart
Capital Group Dividend Value Etf Etf (CGDV)	0.0	$117k		2.8k	42.04	View chart
Communication Services Select Sector Spdr Etf Etf (XLC)	0.0	$113k		956.00	118.37	View chart
Amcor (AMCR)	0.0	$112k		14k	8.18	View chart
Cisco Systems (CSCO)	0.0	$111k	+22%	1.6k	68.42	View chart
Boeing Company (BA)	0.0	$109k	-2%	504.00	215.83	View chart
Freeport-McMoRan Copper & Gold (FCX)	0.0	$108k		2.8k	39.22	View chart
Marathon Petroleum Corp (MPC)	0.0	$106k		552.00	192.63	View chart
Financial Select Sector Spdr Etf Etf (XLF)	0.0	$103k		1.9k	53.88	View chart
Metropcs Communications (TMUS)	0.0	$103k		428.00	239.57	View chart
Ishares Biotechnology Etf Etf (IBB)	0.0	$99k		688.00	144.36	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.0	$99k		944.00	104.52	View chart
Fidelity National Information Services (FIS)	0.0	$96k		1.5k	65.94	View chart
Dow (DOW)	0.0	$96k		4.2k	22.93	View chart
EOG Resources (EOG)	0.0	$91k		813.00	112.11	View chart
Wp Carey (WPC)	0.0	$90k		1.3k	67.56	View chart
Bank of America Corporation (BAC)	0.0	$88k		1.7k	51.60	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$88k		1.6k	54.19	View chart
Palantir Technologies (PLTR)	0.0	$88k	+50%	482.00	182.42	View chart
Ishares Core U S Aggregate Bond Etf Etf (AGG)	0.0	$87k		864.00	100.24	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$81k		4.7k	17.27	View chart
Eaton (ETN)	0.0	$80k		213.00	375.12	View chart
Eli Lilly & Co. (LLY)	0.0	$79k	+5%	103.00	763.61	View chart
Qualcomm (QCOM)	0.0	$78k		468.00	166.45	View chart
Schwab Fundamental Intl Equity Etf Etf (FNDF)	0.0	$75k		1.7k	42.95	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	0.0	$74k		943.00	78.33	View chart
Kraft Heinz (KHC)	0.0	$72k		2.8k	26.04	View chart
Healthcare Select Sector Spdr Etf Etf (XLV)	0.0	$71k		512.00	139.12	View chart
Nicolet Bankshares (NIC)	0.0	$69k		512.00	134.44	View chart
TransDigm Group Incorporated (TDG)	0.0	$69k	+147%	52.00	1318.48	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.0	$67k		167.00	401.70	View chart
Main Street Capital Corporation (MAIN)	0.0	$66k		1.0k	63.61	View chart
Capital Group Fixed Core Plus Income Etf Etf (CGCP)	0.0	$66k		2.9k	22.72	View chart
Capital Group Growth Etf Etf (CGGR)	0.0	$64k		1.5k	43.91	View chart
Ishares Core S&p U S Growth Etf Etf (IUSG)	0.0	$63k		384.00	164.47	View chart
Dupont De Nemours (DD)	0.0	$63k		805.00	77.89	View chart
Ishares Core S&p Total U S Stock Market Etf Etf (ITOT)	0.0	$60k		415.00	145.51	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.0	$59k		496.00	118.93	View chart
Vanguard Mid Cap Etf Etf (VO)	0.0	$58k		199.00	293.52	View chart
Ishare Global Energy Etf Etf (IXC)	0.0	$55k		1.3k	41.75	View chart
Ashland (ASH)	0.0	$55k		1.1k	47.90	View chart
Philip Morris International (PM)	0.0	$54k		330.00	161.99	View chart
Jpmorgan Ultra Short Income Etf Etf (JPST)	0.0	$53k		1.0k	50.72	View chart
Inspire 100 Etf Etf (BIBL)	0.0	$53k		1.2k	44.45	View chart
Southern Company (SO)	0.0	$52k	-16%	551.00	94.76	View chart
Spdr Tips Etf Etf (SPIP)	0.0	$52k		2.0k	26.32	View chart
Jacobs Engineering Group (J)	0.0	$52k		344.00	149.80	View chart
Cleveland-cliffs (CLF)	0.0	$50k		4.1k	12.20	View chart
General Dynamics Corporation (GD)	0.0	$49k		143.00	341.01	View chart
Illinois Tool Works (ITW)	0.0	$49k		187.00	260.33	View chart
Utilities Select Sector Spdr Etf Etf (XLU)	0.0	$48k		554.00	87.23	View chart
Principal Financial (PFG)	0.0	$48k		576.00	82.89	View chart
Blackrock (BLK)	0.0	$47k		40.00	1178.80	View chart
Spdr S&p Mid Cap 400 Etf Etf (MDY)	0.0	$47k		79.00	596.03	View chart
Vanguard Mid Cap Growth Etf Etf (VOT)	0.0	$47k		160.00	294.27	View chart
Capital Group Core Equity Etf Etf (CGUS)	0.0	$47k		1.2k	39.53	View chart
Vanguard Esg U S Stock Etf Etf (ESGV)	0.0	$46k		387.00	118.44	View chart
Bank Of Montreal Cadcom (BMO)	0.0	$46k		350.00	130.25	View chart
Johnson Controls International Plc equity (JCI)	0.0	$45k		413.00	109.82	View chart
Public Storage (PSA)	0.0	$45k		154.00	289.73	View chart
Motorola Solutions (MSI)	0.0	$43k		94.00	459.68	View chart
Ishares U S Oil & Gas Exploration & Prod Etf Etf (IEO)	0.0	$43k		460.00	92.60	View chart
First Trust Cloud Computing Index Etf Etf (SKYY)	0.0	$42k		314.00	134.21	View chart
Vanguard Total Intl Stock Index Etf Etf (VXUS)	0.0	$41k		559.00	73.45	View chart
Spdr Series Trust S&p Metals & Mining Etf Etf (XME)	0.0	$41k	-4%	434.00	93.25	View chart
Topbuild (BLD)	0.0	$39k		100.00	390.86	View chart
Imperial Oil (IMO)	0.0	$38k		423.00	90.68	View chart
United Parcel Service (UPS)	0.0	$38k	+37%	456.00	83.50	View chart
Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD)	0.0	$37k		638.00	57.19	View chart
Global X U S Infrastructure Development Etf Etf (PAVE)	0.0	$36k	-7%	762.00	47.64	View chart
Ark Innovation Etf Etf (ARKK)	0.0	$36k		420.00	86.30	View chart
Invesco Nasdaq Next Gen 100 Etf Etf (QQQJ)	0.0	$35k		982.00	35.80	View chart
Cummins (CMI)	0.0	$35k		83.00	422.10	View chart
Abrdn Asia Pacific Income Fund Fund (FAX)	0.0	$34k	+3%	2.1k	16.29	View chart
Shell Adr Each Rep 2 Ord Wi (SHEL)	0.0	$34k		476.00	71.55	View chart
Centrus Energy Corp cl a (LEU)	0.0	$33k		106.00	310.07	View chart
Materials Select Sector Spdr Etf Etf (XLB)	0.0	$33k		366.00	89.71	View chart
Kinder Morgan (KMI)	0.0	$33k		1.1k	28.31	View chart
InvenTrust Properties Corp (IVT)	0.0	$32k		1.1k	28.63	View chart
Truist Financial Corp equities (TFC)	0.0	$32k		704.00	45.75	View chart
Vanguard Small Cap Etf Etf (VB)	0.0	$32k		126.00	254.77	View chart
Home Depot (HD)	0.0	$32k		79.00	404.05	View chart
Xcel Energy (XEL)	0.0	$32k	-67%	395.00	80.68	View chart
Lowe's Companies (LOW)	0.0	$31k		124.00	250.58	View chart
Duke Energy (DUK)	0.0	$31k	-22%	248.00	123.97	View chart
Merck & Co (MRK)	0.0	$31k		363.00	83.95	View chart
Palo Alto Networks (PANW)	0.0	$30k	+96%	149.00	203.62	View chart
Bay (BCML)	0.0	$30k		1.0k	28.76	View chart
Inland Real Estate Income Trust	0.0	$29k		2.6k	11.25	View chart
Plexus (PLXS)	0.0	$29k		200.00	144.69	View chart
Schneider National Inc cl b (SNDR)	0.0	$29k		1.4k	21.16	View chart
Hp (HPQ)	0.0	$28k		1.0k	27.23	View chart
Vertiv Holdings Llc vertiv holdings (VRT)	0.0	$28k	-10%	185.00	151.02	View chart
Spdr Ssga Global Allocation Etf Etf (GAL)	0.0	$28k		560.00	49.15	View chart
PNC Financial Services (PNC)	0.0	$27k		136.00	200.24	View chart
Capital Group Intl Focus Equity Etf Etf (CGXU)	0.0	$27k		903.00	29.62	View chart
U.S. Bancorp (USB)	0.0	$27k		553.00	48.35	View chart
Dorchester Minerals (DMLP)	0.0	$27k	+2%	1.0k	25.89	View chart
Spdr Series Trust S&p Homebuilders Etf Etf (XHB)	0.0	$26k		238.00	110.92	View chart
Industrial Select Sector Spdr Etf Etf (XLI)	0.0	$26k		169.00	154.47	View chart
General Electric (GE)	0.0	$26k		86.00	302.43	View chart
Solventum Corp (SOLV)	0.0	$26k		350.00	73.00	View chart
Intel Corporation (INTC)	0.0	$25k	+14%	753.00	33.56	View chart
Rio Tinto (RIO)	0.0	$25k	+2%	381.00	65.98	View chart
Southwest Airlines (LUV)	0.0	$25k	+30%	782.00	31.93	View chart
Alibaba Group Holding (BABA)	0.0	$25k		137.00	178.94	View chart
International Business Machines (IBM)	0.0	$24k		86.00	282.63	View chart
Sap (SAP)	0.0	$24k		91.00	265.98	View chart
Ishares Msci Acwi Etf Etf (ACWI)	0.0	$23k	-6%	169.00	138.40	View chart
Gilead Sciences (GILD)	0.0	$23k		209.00	111.11	View chart
Goldman Sachs (GS)	0.0	$22k	NEW	28.00	800.29	View chart
GSK (GSK)	0.0	$22k		518.00	43.12	View chart
FedEx Corporation (FDX)	0.0	$22k		95.00	234.63	View chart
Comcast Corporation (CMCSA)	0.0	$22k		702.00	31.41	View chart
Spotify Technology Sa (SPOT)	0.0	$22k		31.00	698.00	View chart
Nuscale PWR Corp (SMR)	0.0	$22k	+8%	598.00	36.00	View chart
Ishares 20 Yr Treasury Bond Etf Etf (TLT)	0.0	$22k		241.00	89.21	View chart
Vanguard Information Technology Etf Etf (VGT)	0.0	$21k		29.00	739.48	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.0	$21k		228.00	93.37	View chart
Global X Cybersecurity Etf Etf (BUG)	0.0	$20k		576.00	35.16	View chart
American Tower Reit (AMT)	0.0	$20k		105.00	191.45	View chart
Thermo Fisher Scientific (TMO)	0.0	$20k		40.00	486.77	View chart
Target Corporation (TGT)	0.0	$20k	-40%	217.00	89.71	View chart
Tapestry (TPR)	0.0	$19k		170.00	113.44	View chart
Spdr Portfolio Short Term Corp Bond Etf Etf (SPSB)	0.0	$19k	-13%	627.00	30.31	View chart
Baker Hughes A Ge Company (BKR)	0.0	$19k		382.00	48.68	View chart
Dimensional World Ex U S Core Equity 2 Etf Etf (DFAX)	0.0	$19k		593.00	31.36	View chart
Ishares Jp Morgan Usd Emerging Markets Etf Etf (EMB)	0.0	$18k		192.00	95.10	View chart
Dimensional U S Core Equity 2 Etf Etf (DFAC)	0.0	$18k		473.00	38.59	View chart
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)	0.0	$18k		217.00	81.27	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 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
Winch Advisory Services 2021 Q4 filed Feb. 4, 2022

View all past filings

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