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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 37.33% of Winch Advisory Services's stock portfolio.
Added to shares of these 10 stocks: VUG, SPY, CGMS, GBIL, VCIT, VOO, VXUS, MSFT, NFLX, NEE.
Started 22 new stock positions in Blackrock Utils Infrastructu, TT, IPAC, VSNT, Glenstar Minerals, VT, TCPB, EQWL, MSTR, QXO. RKT, TSME, MGC, XTEN, Dogecoin Cash Inc 144a, IWLG, CRWV, JPIE, CYBERARK SOFTWARE CONTRA from M2682V108, AVEM, XTWY, UBER.
Reduced shares in these 10 stocks: GOOG, Amcor, AAPL, MRVL, NVDA, AAAU, BIL, MMM, SHV, SPTM.
Sold out of its positions in AMTM, ACHR, BDX, DNP, EXACT Sciences Corporation, J, PRU, SPWRQ, WOLFSPEED INC ESCROW from 977852102, UBS. CYBR.
Winch Advisory Services was a net buyer of stock by $570k.
Winch Advisory Services has $438M in assets under management (AUM), dropping by -3.11%.
Central Index Key (CIK): 0001585822

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Portfolio Holdings for Winch Advisory Services

Winch Advisory Services holds 530 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Winch Advisory Services has 530 total positions. Only the first 250 positions are shown.

Sign up to view all of the Winch Advisory Services March 31, 2026 positions
Download the Winch Advisory Services March 2026 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)	10.7	$47M		596k	79.06	View chart
NVIDIA Corporation (NVDA)	7.6	$34M		192k	174.40	View chart
Vanguard Short Term Treasury Etf Etf (VGSH)	6.7	$29M		500k	58.54	View chart
Apple (AAPL)	6.2	$27M		107k	253.79	View chart
Vanguard Intermediate Term Corp Bond Etf Etf (VCIT)	6.1	$27M		321k	82.75	View chart
State Street Spdr Bloomberg 1-3 Mth T-bill Etf Etf (BIL)	5.1	$22M		245k	91.64	View chart
Capital Group Fixed Income U S Multi Sector Income Etf Etf (CGMS)	4.8	$21M		780k	27.23	View chart
Alphabet Inc Class C cs (GOOG)	4.0	$17M	-2%	61k	286.86	View chart
Amazon (AMZN)	3.9	$17M		81k	208.27	View chart
Microsoft Corporation (MSFT)	3.4	$15M		40k	370.17	View chart
Goldman Sachs Access Treasury 0-1yr Etf Etf (GBIL)	2.7	$12M		120k	100.19	View chart
Berkshire Hathaway (BRK.B)	2.7	$12M		25k	479.20	View chart
Ishares 0-1 Year Treasury Bond Etf Etf (SHV)	2.7	$12M		107k	110.39	View chart
JPMorgan Chase & Co. (JPM)	1.6	$7.0M		24k	294.17	View chart
Goldman Sachs Physical Gold Etf Etf (AAAU)	1.5	$6.7M	-2%	145k	46.19	View chart
Invesco Qqq Etf Etf (QQQ)	1.4	$6.1M		11k	577.17	View chart
Visa (V)	1.3	$5.5M		18k	302.25	View chart
Netflix (NFLX)	1.2	$5.2M	+2%	54k	96.15	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	1.2	$5.2M	+11%	8.0k	650.37	View chart
Oracle Corporation (ORCL)	1.1	$5.0M		25k	205.07	View chart
Stryker Corporation (SYK)	1.1	$4.7M		14k	328.59	View chart
Facebook Inc cl a (META)	1.0	$4.2M		7.4k	572.12	View chart
Citigroup (C)	0.9	$4.1M	-2%	36k	113.41	View chart
Costco Wholesale Corporation (COST)	0.8	$3.6M		3.6k	996.50	View chart
State Street Spdr S&p Emerging Markets Etf Etf (SPEM)	0.8	$3.4M		73k	46.91	View chart
Ishares 1-3 Yr Treasury Bond Etf Etf (SHY)	0.8	$3.4M		42k	82.57	View chart
Marvell Technology (MRVL)	0.8	$3.3M	-10%	34k	99.05	View chart
State Street Spdr Portfolio Intermediate Term Corp Bond Etf Etf (SPIB)	0.6	$2.5M	+2%	74k	33.54	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.6	$2.5M	+3%	7.7k	320.81	View chart
salesforce (CRM)	0.5	$2.3M		13k	186.66	View chart
Coca-Cola Company (KO)	0.5	$2.3M		30k	76.05	View chart
Raytheon Technologies Corp (RTX)	0.5	$2.3M		12k	192.90	View chart
Verizon Communications (VZ)	0.5	$2.1M		43k	50.20	View chart
State Street Spdr Portfolio Aggregate Bond Etf Etf (SPAB)	0.5	$2.1M	+2%	81k	25.62	View chart
Tesla Motors (TSLA)	0.4	$1.7M		4.7k	371.75	View chart
Wal-Mart Stores (WMT)	0.4	$1.7M	+2%	14k	124.28	View chart
Walt Disney Company (DIS)	0.4	$1.6M		17k	96.38	View chart
Honeywell International (HON)	0.4	$1.6M	-2%	7.2k	226.04	View chart
Vanguard Growth Etf Etf (VUG)	0.4	$1.6M	+55%	3.7k	436.83	View chart
eBay (EBAY)	0.4	$1.6M	-2%	18k	91.02	View chart
MasterCard Incorporated (MA)	0.4	$1.6M		3.1k	499.72	View chart
Northrop Grumman Corporation (NOC)	0.3	$1.5M	+2%	2.2k	682.10	View chart
Asml Holding (ASML)	0.3	$1.5M	+4%	1.1k	1320.81	View chart
Chevron Corporation (CVX)	0.3	$1.4M		6.9k	206.89	View chart
Texas Instruments Incorporated (TXN)	0.3	$1.2M		6.2k	194.14	View chart
Adobe Systems Incorporated (ADBE)	0.3	$1.2M	-2%	4.9k	243.09	View chart
Alphabet Inc Class A cs (GOOGL)	0.3	$1.2M		4.1k	287.53	View chart
Procter & Gamble Company (PG)	0.3	$1.1M	+3%	7.9k	144.44	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.3	$1.1M		3.0k	383.44	View chart
Exxon Mobil Corporation (XOM)	0.3	$1.1M		6.6k	169.67	View chart
Vanguard Intermediate Term Treasury Index Etf Etf (VGIT)	0.3	$1.1M		19k	59.55	View chart
Advanced Micro Devices (AMD)	0.2	$1.1M	+9%	5.4k	203.43	View chart
Micron Technology (MU)	0.2	$1.0M	+4%	3.0k	337.83	View chart
Lockheed Martin Corporation (LMT)	0.2	$999k	+5%	1.7k	604.43	View chart
Spdr Gold Trust Gold Shares Etf (GLD)	0.2	$978k		2.3k	430.29	View chart
Vanguard Short Term Corp Bond Etf Etf (VCSH)	0.2	$965k		12k	79.27	View chart
Ishares Broad Usd High Yield Corporate Bd Etf Etf (USHY)	0.2	$952k	+3%	26k	36.84	View chart
Wec Energy Group (WEC)	0.2	$902k		7.8k	115.77	View chart
Wisdomtree Yield Enhanced U S Aggregate Bond Etf Etf (AGGY)	0.2	$876k	+8%	20k	43.45	View chart
KLA-Tencor Corporation (KLAC)	0.2	$872k		592.00	1473.25	View chart
Starbucks Corporation (SBUX)	0.2	$861k	-2%	9.6k	89.59	View chart
Johnson & Johnson (JNJ)	0.2	$788k	-4%	3.2k	244.40	View chart
Medtronic (MDT)	0.2	$778k		9.0k	86.65	View chart
State Street Spdr Portfolio Short Term Treasury Etf Etf (SPTS)	0.2	$749k		26k	29.18	View chart
Ishares Gold Trust Etf Etf (IAU)	0.2	$730k		8.3k	88.16	View chart
Taiwan Semiconductor Mfg (TSM)	0.2	$727k	+3%	2.2k	337.97	View chart
Paypal Holdings (PYPL)	0.2	$685k	-3%	15k	45.23	View chart
Nextera Energy (NEE)	0.2	$662k	+23%	7.1k	92.88	View chart
Lam Research (LRCX)	0.1	$637k		3.0k	213.64	View chart
BP (BP)	0.1	$603k	-2%	13k	47.00	View chart
Nike (NKE)	0.1	$561k	-2%	11k	52.82	View chart
Vanguard Financials Etf Etf (VFH)	0.1	$542k		4.5k	120.80	View chart
Vanguard Health Care Etf Etf (VHT)	0.1	$529k		1.9k	272.39	View chart
Broadcom (AVGO)	0.1	$521k	+13%	1.7k	309.44	View chart
Vanguard S&p 500 Index Etf Etf (VOO)	0.1	$520k	+47%	870.00	597.54	View chart
Pfizer (PFE)	0.1	$483k		17k	28.08	View chart
Wisdomtree Yield Enhanced U S Short Term Aggregate Bd Etf Etf (SHAG)	0.1	$482k	+2%	10k	47.58	View chart
Deere & Company (DE)	0.1	$473k		839.00	563.23	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.1	$454k	+15%	8.0k	56.68	View chart
At&t (T)	0.1	$446k		15k	28.99	View chart
3M Company (MMM)	0.1	$417k	-19%	2.9k	145.21	View chart
UnitedHealth (UNH)	0.1	$415k	-13%	1.5k	270.55	View chart
Vanguard Materials Etf Etf (VAW)	0.1	$409k		1.8k	225.33	View chart
McDonald's Corporation (MCD)	0.1	$375k		1.2k	310.80	View chart
Vanguard Industrials Etf Etf (VIS)	0.1	$348k		1.1k	312.12	View chart
Vanguard High Dividend Yield Etf Etf (VYM)	0.1	$317k		2.1k	148.12	View chart
Ishares Silver Trust Etf (SLV)	0.1	$313k	+4%	4.6k	68.14	View chart
Occidental Petroleum Corporation (OXY)	0.1	$312k		2.1k	147.33	View chart
Cheniere Energy (LNG)	0.1	$295k	-4%	1.0k	283.78	View chart
Ishares U S Aerospace & Defense Etf Etf (ITA)	0.1	$287k	+42%	1.3k	218.72	View chart
Valero Energy Corporation (VLO)	0.1	$272k		1.1k	246.98	View chart
Vanguard Value Etf Etf (VTV)	0.1	$270k	+5%	1.4k	196.19	View chart
Roper Industries (ROP)	0.1	$267k	-3%	755.00	353.77	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.1	$261k		2.0k	132.93	View chart
Waste Management (WM)	0.1	$248k		1.1k	229.80	View chart
State Street Ultra Short Term Bond Etf Etf (ULST)	0.1	$241k		5.9k	40.50	View chart
State Street Spdr S&p 500 Value Etf Etf (SPYV)	0.1	$225k	+2%	4.0k	56.58	View chart
Wells Fargo & Company (WFC)	0.1	$224k		2.8k	79.62	View chart
Ford Motor Company (F)	0.0	$208k	-2%	18k	11.54	View chart
American Conservative Values Etf Etf (ACVF)	0.0	$208k		4.4k	47.61	View chart
Agnc Invt Corp Com reit (AGNC)	0.0	$202k	+5%	20k	10.03	View chart
Vanguard Total Intl Stock Index Etf Etf (VXUS)	0.0	$196k	+347%	2.5k	77.10	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.0	$191k		3.1k	61.26	View chart
ConocoPhillips (COP)	0.0	$186k		1.4k	132.04	View chart
Vanguard Dividend Appreciation Index Fund Etf Etf (VIG)	0.0	$184k		855.00	214.98	View chart
State Street Spdr Dow Jones Indl Average Unit Ser 1 Etf Etf (DIA)	0.0	$182k		392.00	462.88	View chart
Abrdn Physical Precious Metals Basket Etf Etf (GLTR)	0.0	$175k		802.00	218.72	View chart
Industries N shs - a - (LYB)	0.0	$173k	-4%	2.1k	80.55	View chart
Dow (DOW)	0.0	$167k	-2%	4.0k	41.65	View chart
Kimberly-Clark Corporation (KMB)	0.0	$166k		1.7k	96.46	View chart
Global X Robotics A I Etf Etf (BOTZ)	0.0	$164k		4.9k	33.22	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.0	$163k	+36%	2.9k	55.52	View chart
Caterpillar (CAT)	0.0	$160k	-10%	226.00	708.56	View chart
Freeport-McMoRan Copper & Gold (FCX)	0.0	$160k		2.7k	58.77	View chart
Abbvie (ABBV)	0.0	$149k	-2%	687.00	217.54	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.0	$139k		2.5k	56.79	View chart
State Street Port Developed World Ex-us Etf Etf (SPDW)	0.0	$139k		3.0k	45.65	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.0	$136k		3.5k	38.42	View chart
Marathon Petroleum Corp (MPC)	0.0	$135k		554.00	244.36	View chart
Pepsi (PEP)	0.0	$134k		862.00	155.32	View chart
Valvoline Inc Common (VVV)	0.0	$132k		3.9k	33.68	View chart
Altria (MO)	0.0	$131k	-8%	2.0k	66.00	View chart
Robo Global Robotics & Automation Index Etf Etf (ROBO)	0.0	$129k		1.9k	68.43	View chart
Cisco Systems (CSCO)	0.0	$127k		1.6k	77.57	View chart
EOG Resources (EOG)	0.0	$120k		827.00	144.62	View chart
Capital Group Dividend Value Etf Etf (CGDV)	0.0	$119k		2.8k	42.54	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$118k	-2%	476.00	247.98	View chart
Oshkosh Corporation (OSK)	0.0	$111k		756.00	147.13	View chart
Ishares Biotechnology Etf Etf (IBB)	0.0	$110k	-2%	653.00	168.85	View chart
Amcor	0.0	$109k	-80%	2.7k	39.75	View chart
Vaneck Uranium & Nuclear Energy Etf Etf (NLR)	0.0	$109k	+9%	815.00	133.26	View chart
State Street Communication Services Select Sector Spdr Etf Etf (XLC)	0.0	$107k		962.00	110.87	View chart
Boeing Company (BA)	0.0	$100k		504.00	199.03	View chart
State Street Spdr S&p 500 Growth Etf Etf (SPYG)	0.0	$96k	+3%	978.00	97.94	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.0	$95k		1.9k	49.37	View chart
Eli Lilly & Co. (LLY)	0.0	$95k		103.00	921.12	View chart
Wp Carey (WPC)	0.0	$93k		1.4k	67.94	View chart
Metropcs Communications (TMUS)	0.0	$91k		432.00	210.02	View chart
Ishares Core U S Aggregate Bond Etf Etf (AGG)	0.0	$86k		864.00	99.26	View chart
Schwab Fundamental Intl Equity Etf Etf (FNDF)	0.0	$85k		1.7k	48.92	View chart
Bank of America Corporation (BAC)	0.0	$84k		1.7k	48.75	View chart
State Street Healthcare Select Sector Spdr Etf Etf (XLV)	0.0	$82k	+9%	560.00	146.64	View chart
Constellation Energy (CEG)	0.0	$80k		286.00	278.81	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$78k		1.4k	54.06	View chart
Eaton (ETN)	0.0	$77k		215.00	357.38	View chart
Nicolet Bankshares (NIC)	0.0	$76k		514.00	148.65	View chart
Ishare Global Energy Etf Etf (IXC)	0.0	$75k		1.3k	57.61	View chart
Palantir Technologies (PLTR)	0.0	$74k	+4%	506.00	146.28	View chart
Professionally Managed Akre Focus Etf Etf (AKRE)	0.0	$73k		1.4k	52.85	View chart
Alliant Energy Corporation (LNT)	0.0	$73k	+1009%	1.0k	71.77	View chart
State Street Spdr Port S&p 500 Etf Etf (SPYM)	0.0	$71k		922.00	76.54	View chart
Capital Group Fixed Core Plus Income Etf Etf (CGCP)	0.0	$66k		2.9k	22.34	View chart
Fidelity National Information Services (FIS)	0.0	$64k		1.4k	46.91	View chart
Ashland (ASH)	0.0	$64k		1.1k	55.62	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$63k	-3%	4.0k	15.65	View chart
Vanguard Mid Cap Etf Etf (VO)	0.0	$62k	+8%	216.00	287.62	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.0	$62k		496.00	124.42	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.0	$61k		167.00	367.28	View chart
Qualcomm (QCOM)	0.0	$61k		474.00	128.74	View chart
TransDigm Group Incorporated (TDG)	0.0	$60k		52.00	1159.37	View chart
Ishares Core S&p U S Growth Etf Etf (IUSG)	0.0	$60k		384.00	155.04	View chart
Ishares Core S&p Total U S Stock Market Etf Etf (ITOT)	0.0	$59k		415.00	142.39	View chart
Capital Group Growth Etf Etf (CGGR)	0.0	$59k		1.5k	40.18	View chart
Main Street Capital Corporation (MAIN)	0.0	$57k		1.1k	52.95	View chart
Imperial Oil (IMO)	0.0	$56k		428.00	130.72	View chart
Philip Morris International (PM)	0.0	$56k		336.00	165.13	View chart
Southern Company (SO)	0.0	$54k		560.00	96.51	View chart
Jpmorgan Ultra Short Income Etf Etf (JPST)	0.0	$53k		1.0k	50.60	View chart
State Street Spdr S&p Metals & Mining Etf Etf (XME)	0.0	$52k		485.00	108.02	View chart
State Street Spdr Portfolio Tips Etf Etf (SPIP)	0.0	$52k		2.0k	26.01	View chart
State Street Utils Select Sector Spdr Etf Etf (XLU)	0.0	$52k		1.1k	45.90	View chart
United Parcel Service (UPS)	0.0	$51k	+12%	520.00	98.45	View chart
Public Storage (PSA)	0.0	$51k		189.00	270.43	View chart
Principal Financial (PFG)	0.0	$51k		561.00	90.08	View chart
Illinois Tool Works (ITW)	0.0	$49k		189.00	260.41	View chart
Spdr S&p Mid Cap 400 Etf Etf (MDY)	0.0	$49k		79.00	620.59	View chart
Kraft Heinz (KHC)	0.0	$48k	-19%	2.1k	22.49	View chart
Vanguard Mid Cap Growth Etf Etf (VOT)	0.0	$48k		185.00	256.90	View chart
Bank Of Montreal Cadcom (BMO)	0.0	$47k		350.00	135.34	View chart
Vertiv Holdings Llc vertiv holdings (VRT)	0.0	$47k		188.00	250.99	View chart
Qnity Electronics (Q)	0.0	$47k		403.00	115.26	View chart
Ishares U S Oil & Gas Exploration & Prod Etf Etf (IEO)	0.0	$46k	-15%	370.00	124.83	View chart
Capital Group Core Equity Etf Etf (CGUS)	0.0	$46k		1.2k	38.43	View chart
Shell Adr Each Rep 2 Ord Wi (SHEL)	0.0	$45k		485.00	92.95	View chart
Cummins (CMI)	0.0	$45k		84.00	535.24	View chart
General Dynamics Corporation (GD)	0.0	$45k	-9%	130.00	342.01	View chart
Merck & Co (MRK)	0.0	$44k		365.00	120.41	View chart
Inland Real Estate Income Trust	0.0	$44k		2.6k	16.89	View chart
Vanguard Esg U S Stock Etf Etf (ESGV)	0.0	$43k		387.00	112.27	View chart
Intel Corporation (INTC)	0.0	$43k		966.00	44.13	View chart
Inspire 100 Etf Etf (BIBL)	0.0	$42k		882.00	47.17	View chart
Plexus (PLXS)	0.0	$41k		200.00	202.54	View chart
Kinder Morgan (KMI)	0.0	$39k		1.2k	33.53	View chart
Global X U S Infrastructure Development Etf Etf (PAVE)	0.0	$39k		767.00	50.82	View chart
Blackrock (BLK)	0.0	$39k		40.00	973.52	View chart
State Street Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD)	0.0	$38k		642.00	59.25	View chart
Dupont De Nemours (DD)	0.0	$37k		812.00	45.82	View chart
State Street Materials Select Sector Spdr Etf Etf (XLB)	0.0	$37k		740.00	49.94	View chart
Schneider National Inc cl b (SNDR)	0.0	$36k		1.4k	26.37	View chart
Rio Tinto (RIO)	0.0	$36k		381.00	93.25	View chart
Topbuild (BLD)	0.0	$35k		100.00	351.30	View chart
InvenTrust Properties Corp (IVT)	0.0	$35k		1.2k	30.45	View chart
Cleveland-cliffs (CLF)	0.0	$34k		4.1k	8.45	View chart
First Trust Cloud Computing Index Etf Etf (SKYY)	0.0	$34k		314.00	109.19	View chart
Vanguard Mega Cap Index Etf Etf (MGC)	0.0	$34k	NEW	144.00	237.05	View chart
Motorola Solutions (MSI)	0.0	$33k		77.00	433.70	View chart
Vanguard Small Cap Etf Etf (VB)	0.0	$33k		127.00	262.10	View chart
Truist Financial Corp equities (TFC)	0.0	$33k		720.00	45.97	View chart
Duke Energy (DUK)	0.0	$33k		253.00	130.78	View chart
Vanguard Information Technology Etf Etf (VGT)	0.0	$33k	+62%	47.00	694.74	View chart
FedEx Corporation (FDX)	0.0	$33k	-3%	92.00	354.52	View chart
Abrdn Asia Pacific Income Fund Fund (FAX)	0.0	$33k	+4%	2.3k	14.42	View chart
Palo Alto Networks (PANW)	0.0	$32k	+35%	202.00	160.17	View chart
Xcel Energy (XEL)	0.0	$32k		401.00	79.42	View chart
Bay (BCML)	0.0	$31k		1.1k	29.74	View chart
Invesco Nasdaq Next Gen 100 Etf Etf (QQQJ)	0.0	$31k	-13%	853.00	36.22	View chart
Gilead Sciences (GILD)	0.0	$30k		212.00	139.26	View chart
Lowe's Companies (LOW)	0.0	$30k		125.00	235.91	View chart
Dorchester Minerals (DMLP)	0.0	$29k	+3%	1.1k	27.09	View chart
U.S. Bancorp (USB)	0.0	$29k		565.00	51.99	View chart
GSK (GSK)	0.0	$29k		527.00	55.18	View chart
PNC Financial Services (PNC)	0.0	$29k		138.00	207.75	View chart
Ark Innovation Etf Etf (ARKK)	0.0	$28k		420.00	67.59	View chart
State Street Global Allocation Etf Etf (GAL)	0.0	$28k		571.00	49.53	View chart
State Street Industrial Select Sector Spdr Etf Etf (XLI)	0.0	$28k		170.00	162.02	View chart
Thrivent Core Plus Bond Etf Etf (TCPB)	0.0	$28k	NEW	541.00	50.74	View chart
Capital Group Intl Focus Equity Etf Etf (CGXU)	0.0	$27k		922.00	29.50	View chart
Southwest Airlines (LUV)	0.0	$27k		710.00	37.56	View chart
Home Depot (HD)	0.0	$26k		80.00	328.21	View chart
Comcast Corporation (CMCSA)	0.0	$26k	+27%	904.00	28.71	View chart
Johnson Controls International Plc equity (JCI)	0.0	$26k	-52%	198.00	130.91	View chart
Avantis Emerging Markets Equity Etf Etf (AVEM)	0.0	$26k	NEW	318.00	80.64	View chart
Alcoa (AA)	0.0	$25k		375.00	66.28	View chart
General Electric (GE)	0.0	$25k		87.00	282.69	View chart
State Street Spdr S&p Homebuilders Etf Etf (XHB)	0.0	$24k		239.00	98.80	View chart
Baker Hughes A Ge Company (BKR)	0.0	$24k		385.00	61.04	View chart
Ishares Msci Acwi Etf Etf (ACWI)	0.0	$23k		164.00	138.05	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.0	$22k		228.00	97.13	View chart
Solventum Corp (SOLV)	0.0	$22k	-3%	339.00	65.30	View chart
Vanguard Energy Etf Etf (VDE)	0.0	$22k		126.00	172.81	View chart
Ishares 20 Yr Treasury Bond Etf Etf (TLT)	0.0	$21k		246.00	86.65	View chart
International Business Machines (IBM)	0.0	$21k		87.00	242.30	View chart
Dimensional World Ex U S Core Equity 2 Etf Etf (DFAX)	0.0	$20k		598.00	33.96	View chart
Hp (HPQ)	0.0	$20k		1.1k	19.21	View chart
Goldman Sachs (GS)	0.0	$20k	-17%	23.00	860.48	View chart
Thermo Fisher Scientific (TMO)	0.0	$20k		40.00	493.38	View chart
Welltower Inc Com reit (WELL)	0.0	$19k		95.00	197.38	View chart
Bristol Myers Squibb (BMY)	0.0	$19k		307.00	60.71	View chart
Dimensional U S Core Equity 2 Etf Etf (DFAC)	0.0	$19k		476.00	38.82	View chart
Ishares Jp Morgan Usd Emerging Markets Etf Etf (EMB)	0.0	$19k		197.00	93.75	View chart

Past Filings by Winch Advisory Services

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

Winch Advisory Services 2026 Q1 filed April 30, 2026
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

View all past filings

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