Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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 37.06% of Winch Advisory Services's stock portfolio.
Added to shares of these 10 stocks: VUG, KLAC, HONA, VCIT, SPY, VGSH, CGMS, SPCX, MSFT, IEF.
Started 52 new stock positions in HKXCY, NBIS, LGRDY, CNQ, GFS, MS, BCS, SNY, UBS, SAN.
Reduced shares in these 10 stocks: ORCL, NVDA, SHV, Honeywell International, GOOG, MRVL, AAPL, AMZN, C, EBAY.
Sold out of its positions in ABNB, AVEM, ADSK, Blackrock Utils Infrastructu, XTWY, XTEN, CTRA, HYLN, IWLG, EQWL. IPAC, QXO, TSME, TCPB, MGC.
Winch Advisory Services was a net buyer of stock by $1.3M.
Winch Advisory Services has $482M in assets under management (AUM), dropping by 9.90%.
Central Index Key (CIK): 0001585822

Tip: Access up to 7 years of quarterly data

Positions held by Winch Advisory Services consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Winch Advisory Services

Winch Advisory Services holds 567 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Winch Advisory Services has 567 total positions. Only the first 250 positions are shown.

Sign up to view all of the Winch Advisory Services June 30, 2026 positions
Download the Winch Advisory Services June 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)	11.3	$54M		597k	90.79	View chart
NVIDIA Corporation (NVDA)	7.8	$37M	-2%	187k	200.09	View chart
Apple (AAPL)	6.3	$31M		105k	289.36	View chart
Vanguard Short Term Treasury Etf Etf (VGSH)	6.1	$29M		505k	58.20	View chart
Vanguard Intermediate Term Corp Bond Etf Etf (VCIT)	5.6	$27M		326k	82.65	View chart
State Street Spdr Bloomberg 1-3 Mth T-bill Etf Etf (BIL)	4.7	$22M		244k	91.64	View chart
Capital Group Fixed Income U S Multi Sector Income Etf Etf (CGMS)	4.5	$22M		791k	27.33	View chart
Alphabet Inc Class C cs (GOOG)	4.3	$21M	-3%	59k	353.33	View chart
Amazon (AMZN)	3.9	$19M	-2%	79k	238.34	View chart
Microsoft Corporation (MSFT)	3.2	$15M		41k	373.02	View chart
Berkshire Hathaway (BRK.B)	2.6	$12M		25k	500.40	View chart
Goldman Sachs Access Treasury 0-1yr Etf Etf (GBIL)	2.5	$12M		118k	100.16	View chart
Ishares 0-1 Year Treasury Bond Etf Etf (SHV)	2.3	$11M	-6%	100k	110.35	View chart
Marvell Technology (MRVL)	1.9	$9.4M	-6%	31k	297.89	View chart
Invesco Qqq Etf Etf (QQQ)	1.7	$8.0M		11k	736.37	View chart
JPMorgan Chase & Co. (JPM)	1.6	$7.7M		24k	327.32	View chart
Oracle Corporation (ORCL)	1.4	$6.8M	-26%	18k	378.45	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	1.3	$6.3M	+5%	8.4k	746.81	View chart
Visa (V)	1.3	$6.2M		18k	343.09	View chart
Goldman Sachs Physical Gold Etf Etf (AAAU)	1.2	$5.7M		145k	39.57	View chart
Citigroup (C)	1.0	$4.9M	-3%	35k	139.96	View chart
Stryker Corporation (SYK)	0.9	$4.5M		14k	314.85	View chart
Facebook Inc cl a (META)	0.9	$4.2M		7.4k	563.33	View chart
Netflix (NFLX)	0.8	$3.9M		55k	71.40	View chart
State Street Spdr S&p Emerging Markets Etf Etf (SPEM)	0.8	$3.9M		75k	51.78	View chart
Micron Technology (MU)	0.7	$3.4M		3.0k	1154.20	View chart
Ishares 1-3 Yr Treasury Bond Etf Etf (SHY)	0.7	$3.4M		42k	82.11	View chart
Costco Wholesale Corporation (COST)	0.7	$3.4M		3.6k	935.57	View chart
Advanced Micro Devices (AMD)	0.6	$3.1M		5.3k	580.91	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.6	$3.1M	+6%	8.2k	370.06	View chart
State Street Spdr Portfolio Intermediate Term Corp Bond Etf Etf (SPIB)	0.5	$2.6M	+4%	77k	33.46	View chart
Coca-Cola Company (KO)	0.5	$2.4M		30k	81.27	View chart
Asml Holding (ASML)	0.5	$2.3M	+2%	1.1k	1989.01	View chart
State Street Spdr Portfolio Aggregate Bond Etf Etf (SPAB)	0.5	$2.2M	+8%	88k	25.52	View chart
Raytheon Technologies Corp (RTX)	0.5	$2.2M		12k	189.74	View chart
Vanguard Growth Etf Etf (VUG)	0.5	$2.2M	+583%	26k	86.14	View chart
salesforce (CRM)	0.4	$2.0M	+3%	13k	156.66	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.4	$2.0M	+2%	3.0k	655.96	View chart
Tesla Motors (TSLA)	0.4	$2.0M		4.7k	420.60	View chart
Verizon Communications (VZ)	0.4	$1.9M	+3%	44k	42.34	View chart
eBay (EBAY)	0.4	$1.8M	-6%	17k	111.75	View chart
Texas Instruments Incorporated (TXN)	0.4	$1.8M		6.1k	298.06	View chart
KLA-Tencor Corporation (KLAC)	0.4	$1.8M	+901%	5.9k	301.71	View chart
MasterCard Incorporated (MA)	0.3	$1.6M		3.1k	513.58	View chart
Walt Disney Company (DIS)	0.3	$1.5M	-5%	16k	96.25	View chart
Wal-Mart Stores (WMT)	0.3	$1.5M		13k	113.26	View chart
Alphabet Inc Class A cs (GOOGL)	0.3	$1.4M	-3%	4.0k	357.36	View chart
Lam Research (LRCX)	0.3	$1.3M		3.0k	433.29	View chart
Procter & Gamble Company (PG)	0.2	$1.2M		7.9k	146.63	View chart
Chevron Corporation (CVX)	0.2	$1.2M		7.0k	165.77	View chart
Northrop Grumman Corporation (NOC)	0.2	$1.1M		2.2k	509.39	View chart
Vanguard Intermediate Term Treasury Index Etf Etf (VGIT)	0.2	$1.1M		19k	58.98	View chart
Taiwan Semiconductor Mfg (TSM)	0.2	$1.1M	+2%	2.2k	477.51	View chart
Adobe Systems Incorporated (ADBE)	0.2	$995k		4.9k	205.01	View chart
Wisdomtree Yield Enhanced U S Aggregate Bond Etf Etf (AGGY)	0.2	$980k	+11%	23k	43.48	View chart
Ishares Broad Usd High Yield Corporate Bd Etf Etf (USHY)	0.2	$966k		26k	37.02	View chart
Vanguard Short Term Corp Bond Etf Etf (VCSH)	0.2	$950k		12k	79.03	View chart
Starbucks Corporation (SBUX)	0.2	$947k	-3%	9.3k	102.18	View chart
Exxon Mobil Corporation (XOM)	0.2	$921k		6.7k	136.72	View chart
Wec Energy Group (WEC)	0.2	$918k		7.9k	116.77	View chart
Lockheed Martin Corporation (LMT)	0.2	$882k	+4%	1.7k	509.51	View chart
Spdr Gold Trust Gold Shares Etf (GLD)	0.2	$837k		2.3k	368.38	View chart
Johnson & Johnson (JNJ)	0.2	$824k		3.2k	253.98	View chart
Honeywell International	0.2	$807k	-50%	3.6k	223.89	View chart
Honeywell Aerospace (HONA)	0.2	$778k	NEW	3.5k	221.08	View chart
Vanguard S&p 500 Index Etf Etf (VOO)	0.2	$757k	+26%	1.1k	686.64	View chart
State Street Spdr Portfolio Short Term Treasury Etf Etf (SPTS)	0.1	$712k	-4%	25k	29.01	View chart
Medtronic (MDT)	0.1	$698k		8.9k	78.23	View chart
Nextera Energy (NEE)	0.1	$695k	+10%	7.9k	87.77	View chart
Broadcom (AVGO)	0.1	$672k	+5%	1.8k	377.78	View chart
Paypal Holdings (PYPL)	0.1	$643k		15k	43.18	View chart
Ishares Gold Trust Etf Etf (IAU)	0.1	$625k		8.3k	75.51	View chart
Vanguard Financials Etf Etf (VFH)	0.1	$594k		4.5k	131.59	View chart
Vanguard Health Care Etf Etf (VHT)	0.1	$583k		1.9k	299.00	View chart
UnitedHealth (UNH)	0.1	$559k	-12%	1.3k	415.75	View chart
Deere & Company (DE)	0.1	$528k		832.00	634.51	View chart
BP (BP)	0.1	$502k	+5%	14k	36.95	View chart
Wisdomtree Yield Enhanced U S Short Term Aggregate Bd Etf Etf (SHAG)	0.1	$481k		10k	47.32	View chart
3M Company (MMM)	0.1	$438k	-5%	2.7k	161.91	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.1	$438k	-3%	7.8k	56.48	View chart
Nike (NKE)	0.1	$429k		11k	41.05	View chart
Pfizer (PFE)	0.1	$418k		17k	24.08	View chart
Vanguard Materials Etf Etf (VAW)	0.1	$417k		1.8k	228.81	View chart
Vanguard Industrials Etf Etf (VIS)	0.1	$403k		1.1k	360.38	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.1	$374k		2.0k	190.54	View chart
Vanguard High Dividend Yield Etf Etf (VYM)	0.1	$340k		2.2k	158.05	View chart
Vanguard Value Etf Etf (VTV)	0.1	$339k	+12%	1.6k	217.92	View chart
McDonald's Corporation (MCD)	0.1	$327k		1.2k	270.20	View chart
Occidental Petroleum Corporation (OXY)	0.1	$325k		2.1k	153.26	View chart
At&t (T)	0.1	$321k		16k	20.70	View chart
Ishares U S Aerospace & Defense Etf Etf (ITA)	0.1	$318k		1.3k	242.36	View chart
Vanguard Total Intl Stock Index Etf Etf (VXUS)	0.1	$302k	+38%	3.5k	85.48	View chart
Space X (SPCX)	0.1	$299k	NEW	1.7k	170.86	View chart
Valero Energy Corporation (VLO)	0.1	$280k	-2%	1.1k	260.51	View chart
Caterpillar (CAT)	0.1	$271k	+12%	254.00	1065.47	View chart
Roper Industries (ROP)	0.1	$256k		757.00	338.26	View chart
Ishares Silver Trust Etf (SLV)	0.1	$252k	+2%	4.7k	53.47	View chart
Ford Motor Company (F)	0.1	$252k		18k	13.90	View chart
Cheniere Energy (LNG)	0.1	$248k		1.0k	239.09	View chart
Ishares 7-10yr Treasury Bond Etf Etf (IEF)	0.1	$248k	NEW	2.6k	94.58	View chart
Kimberly-Clark Corporation (KMB)	0.1	$246k	+30%	2.2k	109.79	View chart
State Street Ultra Short Term Bond Etf Etf (ULST)	0.1	$243k		6.0k	40.43	View chart
State Street Spdr S&p 500 Value Etf Etf (SPYV)	0.1	$242k		4.0k	60.79	View chart
Waste Management (WM)	0.1	$241k		1.1k	222.88	View chart
American Conservative Values Etf Etf (ACVF)	0.0	$238k		4.4k	54.53	View chart
Wells Fargo & Company (WFC)	0.0	$234k		2.8k	82.65	View chart
Agnc Invt Corp Com reit (AGNC)	0.0	$221k		20k	10.90	View chart
State Street Spdr Dow Jones Indl Average Unit Ser 1 Etf Etf (DIA)	0.0	$205k		393.00	521.82	View chart
Vanguard Dividend Appreciation Index Fund Etf Etf (VIG)	0.0	$203k		857.00	236.75	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.0	$193k	+6%	3.1k	61.46	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$193k	+34%	641.00	300.67	View chart
Capital Group Dividend Value Etf Etf (CGDV)	0.0	$189k	+37%	3.8k	49.28	View chart
Ishares Core U S Aggregate Bond Etf Etf (AGG)	0.0	$189k	+120%	1.9k	99.00	View chart
Global X Robotics A I Etf Etf (BOTZ)	0.0	$187k		4.9k	37.94	View chart
Freeport-McMoRan Copper & Gold (FCX)	0.0	$181k	+5%	2.9k	62.90	View chart
Abbvie (ABBV)	0.0	$174k		692.00	251.62	View chart
Cisco Systems (CSCO)	0.0	$169k	-12%	1.4k	117.44	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.0	$166k		3.1k	53.11	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$166k	+92%	2.8k	59.68	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.0	$166k		2.4k	68.40	View chart
Altria (MO)	0.0	$162k	+13%	2.3k	71.96	View chart
Robo Global Robotics & Automation Index Etf Etf (ROBO)	0.0	$162k		1.9k	85.66	View chart
Valvoline Inc Common (VVV)	0.0	$155k		3.9k	39.54	View chart
State Street Port Developed World Ex-us Etf Etf (SPDW)	0.0	$155k		3.1k	50.40	View chart
Abrdn Physical Precious Metals Basket Etf Etf (GLTR)	0.0	$145k		802.00	181.15	View chart
ConocoPhillips (COP)	0.0	$145k		1.4k	103.99	View chart
Marathon Petroleum Corp (MPC)	0.0	$142k		555.00	255.89	View chart
Intel Corporation (INTC)	0.0	$135k		966.00	139.62	View chart
Eli Lilly & Co. (LLY)	0.0	$126k		105.00	1201.52	View chart
Ishares Biotechnology Etf Etf (IBB)	0.0	$124k		653.00	190.21	View chart
Pepsi (PEP)	0.0	$122k	+4%	899.00	135.38	View chart
Capital Group Growth Etf Etf (CGGR)	0.0	$120k	+74%	2.5k	47.19	View chart
Amcor	0.0	$119k		2.7k	43.35	View chart
Vanguard Small Cap Etf Etf (VB)	0.0	$119k	+208%	392.00	302.79	View chart
Ishares Iboxx Iboxx $investment Grade Corp Bond Etf Etf (LQD)	0.0	$119k	+588%	1.1k	109.08	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.0	$118k		3.5k	33.29	View chart
Capital Group Fixed Core Plus Income Etf Etf (CGCP)	0.0	$117k	+78%	5.2k	22.29	View chart
State Street Spdr S&p 500 Growth Etf Etf (SPYG)	0.0	$117k		979.00	119.03	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.0	$116k	+686%	1.3k	87.90	View chart
Boeing Company (BA)	0.0	$114k	+4%	527.00	216.47	View chart
EOG Resources (EOG)	0.0	$106k		818.00	129.79	View chart
Capital Group Core Equity Etf Etf (CGUS)	0.0	$104k	+96%	2.3k	44.48	View chart
Bank of America Corporation (BAC)	0.0	$104k	+5%	1.8k	56.98	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.0	$104k		1.9k	53.62	View chart
State Street Communication Services Select Sector Spdr Etf Etf (XLC)	0.0	$103k		965.00	107.09	View chart
Oshkosh Corporation (OSK)	0.0	$103k	-6%	704.00	146.46	View chart
Wp Carey (WPC)	0.0	$99k		1.4k	71.52	View chart
Vaneck Uranium & Nuclear Energy Etf Etf (NLR)	0.0	$95k		815.00	116.04	View chart
Schwab Fundamental Intl Equity Etf Etf (FNDF)	0.0	$92k		1.7k	52.75	View chart
Qualcomm (QCOM)	0.0	$92k	+5%	498.00	184.75	View chart
Eaton (ETN)	0.0	$92k		215.00	426.94	View chart
State Street Healthcare Select Sector Spdr Etf Etf (XLV)	0.0	$89k		562.00	158.63	View chart
Nicolet Bankshares (NIC)	0.0	$85k		515.00	165.50	View chart
Capital Group Intl Focus Equity Etf Etf (CGXU)	0.0	$84k	+163%	2.4k	34.62	View chart
Vertiv Holdings Llc vertiv holdings (VRT)	0.0	$84k	+33%	251.00	335.30	View chart
United Parcel Service (UPS)	0.0	$84k	+50%	782.00	107.45	View chart
State Street Spdr Port S&p 500 Etf Etf (SPYM)	0.0	$81k		924.00	87.92	View chart
State Street Spdr Portfolio Short Term Corp Bond Etf Etf (SPSB)	0.0	$79k	+476%	2.6k	30.01	View chart
Alliant Energy Corporation (LNT)	0.0	$78k		1.0k	76.26	View chart
Ashland (ASH)	0.0	$76k		1.2k	65.89	View chart
Palo Alto Networks (PANW)	0.0	$76k	+9%	222.00	340.73	View chart
Dow (DOW)	0.0	$75k	-31%	2.7k	27.36	View chart
Ishares Core S&p Mid Cap Etf Etf (IJH)	0.0	$75k	NEW	969.00	77.14	View chart
Professionally Managed Akre Focus Etf Etf (AKRE)	0.0	$74k		1.4k	53.19	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.0	$74k		496.00	148.44	View chart
Ionq Inc Pipe (IONQ)	0.0	$73k	+162%	1.4k	53.26	View chart
Metropcs Communications (TMUS)	0.0	$73k		434.00	167.74	View chart
Ishares Core S&p U S Growth Etf Etf (IUSG)	0.0	$72k		384.00	188.01	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$72k		4.0k	17.73	View chart
TransDigm Group Incorporated (TDG)	0.0	$69k		52.00	1332.50	View chart
Kraft Heinz (KHC)	0.0	$69k	+37%	2.9k	23.62	View chart
Ishares Core S&p Total U S Stock Market Etf Etf (ITOT)	0.0	$68k		416.00	164.25	View chart
Qnity Electronics (Q)	0.0	$66k		403.00	163.23	View chart
State Street Industrial Select Sector Spdr Etf Etf (XLI)	0.0	$65k	+106%	351.00	185.32	View chart
Vanguard Mid Cap Etf Etf (VO)	0.0	$65k	+272%	804.00	80.61	View chart
Ishare Global Energy Etf Etf (IXC)	0.0	$64k		1.3k	49.13	View chart
Bank Of Montreal Cadcom (BMO)	0.0	$62k		350.00	176.70	View chart
Philip Morris International (PM)	0.0	$61k		339.00	180.72	View chart
Principal Financial (PFG)	0.0	$61k		564.00	107.78	View chart
Public Storage (PSA)	0.0	$61k		190.00	319.07	View chart
Plexus (PLXS)	0.0	$60k		200.00	300.67	View chart
Palantir Technologies (PLTR)	0.0	$60k		514.00	116.67	View chart
Cummins (CMI)	0.0	$60k		84.00	711.63	View chart
Merck & Co (MRK)	0.0	$58k	+24%	453.00	128.59	View chart
Vanguard Mid Cap Growth Etf Etf (VOT)	0.0	$57k		185.00	306.24	View chart
Spdr S&p Mid Cap 400 Etf Etf (MDY)	0.0	$56k		80.00	700.46	View chart
Industries N shs - a - (LYB)	0.0	$55k	-51%	1.0k	52.66	View chart
Southern Company (SO)	0.0	$54k		565.00	95.63	View chart
Fidelity National Information Services (FIS)	0.0	$53k		1.4k	38.88	View chart
Jpmorgan Ultra Short Income Etf Etf (JPST)	0.0	$53k		1.0k	50.56	View chart
State Street Spdr Portfolio Tips Etf Etf (SPIP)	0.0	$52k	+2%	2.0k	25.68	View chart
State Street Spdr S&p Metals & Mining Etf Etf (XME)	0.0	$52k		485.00	107.02	View chart
Illinois Tool Works (ITW)	0.0	$51k		190.00	270.78	View chart
State Street Utils Select Sector Spdr Etf Etf (XLU)	0.0	$51k		1.1k	45.35	View chart
Inspire 100 Etf Etf (BIBL)	0.0	$51k		886.00	57.89	View chart
Vanguard Esg U S Stock Etf Etf (ESGV)	0.0	$51k		387.00	132.24	View chart
Schneider National Inc cl b (SNDR)	0.0	$50k		1.4k	36.53	View chart
Imperial Oil (IMO)	0.0	$48k		430.00	111.95	View chart
State Street Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD)	0.0	$46k	+6%	683.00	67.61	View chart
General Dynamics Corporation (GD)	0.0	$46k		130.00	353.77	View chart
Global X U S Infrastructure Development Etf Etf (PAVE)	0.0	$45k		767.00	58.93	View chart
Vanguard Information Technology Etf Etf (VGT)	0.0	$45k	+697%	375.00	119.47	View chart
Home Depot (HD)	0.0	$45k	+58%	127.00	351.90	View chart
Rio Tinto (RIO)	0.0	$44k	+22%	465.00	95.02	View chart
Constellation Energy (CEG)	0.0	$44k	-37%	178.00	248.02	View chart
Inland Real Estate Income Trust	0.0	$44k		2.6k	16.89	View chart
First Trust Cloud Computing Index Etf Etf (SKYY)	0.0	$42k		314.00	134.35	View chart
Shell Adr Each Rep 2 Ord Wi (SHEL)	0.0	$42k	+11%	543.00	77.57	View chart
InvenTrust Properties Corp (IVT)	0.0	$41k		1.2k	35.39	View chart
Goldman Sachs (GS)	0.0	$41k	+78%	41.00	1000.76	View chart
Ishares U S Oil & Gas Exploration & Prod Etf Etf (IEO)	0.0	$41k		372.00	109.69	View chart
Seagate Technology (STX)	0.0	$39k		41.00	960.71	View chart
Blackrock (BLK)	0.0	$39k	+2%	41.00	950.20	View chart
Invesco Nasdaq Next Gen 100 Etf Etf (QQQJ)	0.0	$39k		853.00	45.46	View chart
Cleveland-cliffs (CLF)	0.0	$38k		4.1k	9.39	View chart
State Street Materials Select Sector Spdr Etf Etf (XLB)	0.0	$38k		742.00	50.86	View chart
Kinder Morgan (KMI)	0.0	$38k		1.2k	31.98	View chart
Dupont De Nemours	0.0	$37k	-66%	272.00	135.61	View chart
Southwest Airlines (LUV)	0.0	$37k		713.00	51.45	View chart
Truist Financial Corp equities (TFC)	0.0	$36k		728.00	49.81	View chart
Topbuild	0.0	$36k		100.00	354.53	View chart
Bay (BCML)	0.0	$35k		1.1k	32.89	View chart
U.S. Bancorp (USB)	0.0	$34k		570.00	60.40	View chart
Abrdn Asia Pacific Income Fund Fund (FAX)	0.0	$34k	+3%	2.3k	14.71	View chart
GSK (GSK)	0.0	$34k	+23%	652.00	52.44	View chart
PNC Financial Services (PNC)	0.0	$34k		139.00	245.96	View chart
Ark Innovation Etf Etf (ARKK)	0.0	$34k		420.00	80.82	View chart
General Electric (GE)	0.0	$32k		87.00	372.93	View chart
Xcel Energy (XEL)	0.0	$32k		404.00	80.27	View chart
Duke Energy (DUK)	0.0	$32k		255.00	126.50	View chart
Motorola Solutions (MSI)	0.0	$32k		77.00	416.17	View chart
Main Street Capital Corporation (MAIN)	0.0	$32k	-43%	606.00	51.91	View chart
Morgan Stanley (MS)	0.0	$31k	NEW	146.00	208.68	View chart
State Street Global Allocation Etf Etf (GAL)	0.0	$30k		576.00	52.85	View chart
International Business Machines (IBM)	0.0	$30k	+22%	107.00	282.24	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.0	$30k	+51%	420.00	71.17	View chart
Johnson Controls International Plc equity (JCI)	0.0	$29k		198.00	146.46	View chart
FedEx Corporation (FDX)	0.0	$29k		92.00	312.93	View chart
Dorchester Minerals (DMLP)	0.0	$28k		1.1k	25.24	View chart
Ishares Msci Acwi Etf Etf (ACWI)	0.0	$28k	+7%	177.00	156.75	View chart
State Street Spdr S&p Homebuilders Etf Etf (XHB)	0.0	$28k		240.00	115.34	View chart
Lowe's Companies (LOW)	0.0	$28k		125.00	221.29	View chart
Gilead Sciences (GILD)	0.0	$27k		213.00	126.45	View chart
Sap (SAP)	0.0	$25k	+81%	165.00	153.78	View chart
American Express Company (AXP)	0.0	$24k	+610%	71.00	340.56	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.0	$24k		228.00	103.88	View chart
Hp (HPQ)	0.0	$24k		1.1k	21.95	View chart
Dover Corporation (DOV)	0.0	$23k	+55%	104.00	223.32	View chart
Trane Technologies (TT)	0.0	$23k	+2250%	47.00	492.21	View chart
Comcast Corporation (CMCSA)	0.0	$22k		910.00	24.55	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 Q2 filed Aug. 6, 2026
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

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z