Winch Advisory Services, LLC Q1 2025 Filing
Filed May 6, 2025
Portfolio Value
$378.2B
Holdings
504
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (504 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | CMICUMMINS INC | 82 | $25.7M | 0.01% | |
| 202 | ORCLORACLE CORP | 184 | $25.7M | 0.01% | |
| 203 | PLXSPLEXUS CORP | 200 | $25.6M | 0.01% | |
| 204 | BLDTOPBUILD CORP | 84 | $25.6M | 0.01% | |
| 205 | CMCSACOMCAST CORP CL A | 692 | $25.5M | 0.01% | |
| 206 | XMESPDR SERIES TRUST S&P METALS & MINING ETF | 453 | $25.4M | 0.01% | |
| 207 | GALSPDR SSGA GLOBAL ALLOCATION ETF | 552 | $24.7M | 0.01% | |
| 208 | SPSBSPDR PORTFOLIO SHORT TERM CORP BOND ETF | 814 | $24.5M | 0.01% | |
| 209 | SAPSAP SE SPON ADR | 90 | $24.2M | 0.01% | |
| 210 | UMBFUMB FINANCIAL CORP | 234 | $23.6M | 0.01% | |
| 211 | PNCPNC FINANCIAL SERVICES GROUP INC | 133 | $23.4M | 0.01% | |
| 212 | GILDGILEAD SCIENCES INC | 206 | $23.1M | 0.01% | |
| 213 | XHBSPDR SERIES TRUST S&P HOMEBUILDERS ETF | 238 | $23.0M | 0.01% | |
| 214 | USBU S BANCORP DE | 540 | $22.8M | 0.01% | |
| 215 | PLTRPALANTIR TECHNOLOGIES INC CL A | 270 | $22.8M | 0.01% | |
| 216 | KVUEKENVUE INC | 940 | $22.5M | 0.01% | |
| 217 | AMTAMERICAN TOWER CORP NEW | 103 | $22.4M | 0.01% | |
| 218 | XLIINDUSTRIAL SELECT SECTOR SPDR ETF | 168 | $22.0M | 0.01% | |
| 219 | CGXUCAPITAL GROUP INTL FOCUS EQUITY ETF | 898 | $22.0M | 0.01% | |
| 220 | RIORIO TINTO PLC SPONSORED ADR | 359 | $21.6M | 0.01% | |
| 221 | TLTISHARES 20 YR TREASURY BOND ETF | 235 | $21.4M | 0.01% | |
| 222 | IBMINTL BUSINESS MACHINES CORP | 85 | $21.2M | 0.01% | |
| 223 | ACWIISHARES MSCI ACWI ETF | 180 | $20.9M | 0.01% | |
| 224 | BABAALIBABA GROUP HOLDING LTD SPONS ADS REPSTG 8 ORD SHS | 155 | $20.4M | 0.01% | |
| 225 | CLCOLGATE-PALMOLIVE COMPANY | 213 | $20.0M | 0.01% | |
| 226 | ARKKARK INNOVATION ETF | 420 | $20.0M | 0.01% | |
| 227 | TMOTHERMO FISHER SCIENTIFIC INC | 40 | $20.0M | 0.01% | |
| 228 | GSKGSK PLC SPON ADR | 506 | $19.6M | 0.01% | |
| 229 | INTCINTEL CORP | 862 | $19.6M | 0.01% | |
| 230 | EFAISHARES MSCI EAFE ETF | 228 | $18.6M | 0.00% | |
| 231 | BUGGLOBAL X CYBERSECURITY ETF | 576 | $18.6M | 0.00% | |
| 232 | BMYBRISTOL MYERS SQUIBB COMPANY | 292 | $17.8M | 0.00% | |
| 233 | GEGE AEROSPACE | 86 | $17.3M | 0.00% | |
| 234 | KDPKEURIG DR PEPPER INC | 498 | $17.0M | 0.00% | |
| 235 | ZBHZIMMER BIOMET HOLDINGS INC | 150 | $17.0M | 0.00% | |
| 236 | EMBISHARES JP MORGAN USD EMERGING MARKETS ETF | 187 | $16.9M | 0.00% | |
| 237 | HYGISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | 211 | $16.6M | 0.00% | |
| 238 | BKRBAKER HUGHES CO | 377 | $16.6M | 0.00% | |
| 239 | LQDISHARES IBOXX IBOXX $INVESTMENT GRADE CORP BOND ETF | 151 | $16.4M | 0.00% | |
| 240 | YUMYUM BRANDS INC | 104 | $16.3M | 0.00% | |
| 241 | VDEVANGUARD ENERGY ETF | 122 | $15.8M | 0.00% | |
| 242 | VGTVANGUARD INFORMATION TECHNOLOGY ETF | 29 | $15.5M | 0.00% | |
| 243 | DFACDIMENSIONAL U S CORE EQUITY 2 ETF | 471 | $15.5M | 0.00% | |
| 244 | DFAXDIMENSIONAL WORLD EX U S CORE EQUITY 2 ETF | 582 | $15.2M | 0.00% | |
| 245 | 8CWCROWN CASTLE INC | 145 | $15.1M | 0.00% | |
| 246 | VRTVERTIV HOLDINGS LLC CL A | 206 | $14.9M | 0.00% | |
| 247 | WSOWATSCO INC CL A | 29 | $14.8M | 0.00% | |
| 248 | CLFCLEVELAND CLIFFS INC | 1,760 | $14.5M | 0.00% | |
| 249 | OSKOSHKOSH CORP | 154 | $14.5M | 0.00% | |
| 250 | SIRISIRIUS XM HOLDINGS INC | 639 | $14.4M | 0.00% | |
| 251 | WELLWELLTOWER INC | 93 | $14.3M | 0.00% | |
| 252 | LVLNSPDR S&P REGIONAL BANKING ETF | 250 | $14.2M | 0.00% | |
| 253 | FXGFIRST TRUST CONSUMER STAPLES ALPHADEX ETF | 217 | $14.2M | 0.00% | |
| 254 | TPLCTIMOTHY PLAN U S LARGE MID CAP CORE ETF | 324 | $13.8M | 0.00% | |
| 255 | BUIBLACKROCK UTILITIES INFRASTRUCTURE & POWER OPPORTUNITIES TRUST | 604 | $13.7M | 0.00% | |
| 256 | ETRENTERGY CORP | 159 | $13.6M | 0.00% | |
| 257 | APDAIR PRODUCTS & CHEMICALS INC | 46 | $13.5M | 0.00% | |
| 258 | DFUSDIMENSIONAL U S EQUITY MARKET ETF | 222 | $13.4M | 0.00% | |
| 259 | MAGAPOINT BRIDGE AMERICA FIRST ETF | 277 | $13.4M | 0.00% | |
| 260 | IXP*ISHARES GLOBAL COMM SERVICES ETF | 137 | $13.3M | 0.00% | |
| 261 | BXBLACKSTONE INC | 94 | $13.1M | 0.00% | |
| 262 | TJXTJX COS INC | 106 | $12.9M | 0.00% | |
| 263 | SVALISHARES US SMALL CAP VALUE FACTOR ETF | 429 | $12.9M | 0.00% | |
| 264 | SPOTSPOTIFY TECHNOLOGY SA | 23 | $12.7M | 0.00% | |
| 265 | KRKROGER CO | 184 | $12.5M | 0.00% | |
| 266 | DDOMINION ENERGY INC | 216 | $12.1M | 0.00% | |
| 267 | NTRSNORTHERN TRUST CORP | 122 | $12.0M | 0.00% | |
| 268 | SCHFSCHWAB INTL EQUITY ETF | 607 | $12.0M | 0.00% | |
| 269 | HMCHONDA MOTOR LTD ADR REPSTG 3 ORD | 442 | $12.0M | 0.00% | |
| 270 | ONONON HOLDING AG CL A | 271 | $11.9M | 0.00% | |
| 271 | DEODIAGEO PLC SPON ADR | 113 | $11.8M | 0.00% | |
| 272 | ENBENBRIDGE INC | 267 | $11.8M | 0.00% | |
| 273 | DOVDOVER CORP | 67 | $11.7M | 0.00% | |
| 274 | PANWPALO ALTO NETWORKS INC | 66 | $11.3M | 0.00% | |
| 275 | PFFISHARES PREFERRED & INCOME SECS ETF | 358 | $11.0M | 0.00% | |
| 276 | XLYCONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | 55 | $10.9M | 0.00% | |
| 277 | FANGDIAMONDBACK ENERGY INC | 67 | $10.7M | 0.00% | |
| 278 | NSRGYNESTLE S A SPON ADR REPSTG REG SHS | 105 | $10.6M | 0.00% | |
| 279 | DVNDEVON ENERGY CORP | 281 | $10.5M | 0.00% | |
| 280 | BMTABRITISH AMERN TOBACCO PLC SPONS ADR 25P | 250 | $10.3M | 0.00% | |
| 281 | ADIANALOG DEVICES INC | 50 | $10.0M | 0.00% | |
| 282 | HLNHALEON PLC ADR | 972 | $10.0M | 0.00% | |
| 283 | AMTMAMENTUM HOLDINGS INC | 540 | $9.8M | 0.00% | |
| 284 | SLBSCHLUMBERGER LTD | 230 | $9.6M | 0.00% | |
| 285 | STZCONSTELLATION BRANDS INC CL A | 52 | $9.6M | 0.00% | |
| 286 | BSXBOSTON SCIENTIFIC CORP | 95 | $9.6M | 0.00% | |
| 287 | LUVSOUTHWEST AIRLINES CO | 283 | $9.5M | 0.00% | |
| 288 | MCXMC CORMICK & CO INC NON VOTING | 115 | $9.5M | 0.00% | |
| 289 | BUDANHEUSER BUSCH INBEV SA/NV | 152 | $9.4M | 0.00% | |
| 290 | PRUPRUDENTIAL FINANCIAL INC | 82 | $9.2M | 0.00% | |
| 291 | FDIFFIDELITY DISRUPTORS ETF | 308 | $9.1M | 0.00% | |
| 292 | EADSYAIRBUS SE ADR | 206 | $9.1M | 0.00% | |
| 293 | GFLGFL ENVIRONMENTAL INC SUB VOTING SHARES | 185 | $8.9M | 0.00% | |
| 294 | WWJDINSPIRE INTERNATIONAL ETF | 291 | $8.9M | 0.00% | |
| 295 | AFLAFLAC INC | 80 | $8.9M | 0.00% | |
| 296 | GRMNGARMIN LTD | 41 | $8.9M | 0.00% | |
| 297 | FEFIRSTENERGY CORP | 219 | $8.9M | 0.00% | |
| 298 | BLESINSPIRE GLOBAL HOPE ETF | 233 | $8.8M | 0.00% | |
| 299 | NUENUCOR CORP | 73 | $8.8M | 0.00% | |
| 300 | EWEDWARDS LIFESCIENCES CORP | 120 | $8.7M | 0.00% |