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 |
|---|---|---|---|---|---|
| 301 | IPAYAMPLIFY DIGITAL PAYMENTS ETF | 163 | $8.7M | 0.00% | |
| 302 | OLNOLIN CORP | 355 | $8.6M | 0.00% | |
| 303 | CNPCENTERPOINT ENERGY INC | 235 | $8.5M | 0.00% | |
| 304 | CATCATERPILLAR INC | 26 | $8.5M | 0.00% | |
| 305 | EWWISHARES MSCI MEXICO ETF | 166 | $8.5M | 0.00% | |
| 306 | CYBRCYBER ARK SOFTWARE LTD | 24 | $8.1M | 0.00% | |
| 307 | DIVIFRANKLIN INTL CORE DIVIDEND TILT INDEX ETF | 246 | $8.0M | 0.00% | |
| 308 | ISMDINSPIRE SMALL MIDCAP ETF | 234 | $8.0M | 0.00% | |
| 309 | VOEVANGUARD MID CAP VALUE ETF | 49 | $7.9M | 0.00% | |
| 310 | CARTMAPLEBEAR INC | 196 | $7.8M | 0.00% | |
| 311 | CMGCHIPOTLE MEXICAN GRILL INC CL A | 148 | $7.4M | 0.00% | |
| 312 | USOUNITED STATES OIL FUND LP ETF | 96 | $7.4M | 0.00% | |
| 313 | EXASEXACT SCIENCES CORP | 169 | $7.3M | 0.00% | |
| 314 | COPXGLOBAL X COPPER MINERS ETF | 186 | $7.3M | 0.00% | |
| 315 | TPRTAPESTRY INC | 101 | $7.1M | 0.00% | |
| 316 | UBSUBS GROUP AG | 227 | $7.0M | 0.00% | |
| 317 | ABTABBOTT LABORATORIES | 52 | $6.8M | 0.00% | |
| 318 | BMIBADGER METER INC | 34 | $6.5M | 0.00% | |
| 319 | GS 5.75 02/15/38 NOTZGOLDMAN SACHS GROUP INC MEDIUM TERM NOTE SURVIVOR OPTION | 6,000 | $6.4M | 0.00% | |
| 320 | SMCISUPER MICRO COMPUTER INC | 188 | $6.4M | 0.00% | |
| 321 | VSTVISTRA CORP | 54 | $6.3M | 0.00% | |
| 322 | YUMCYUM CHINA HOLDINGS INC | 121 | $6.3M | 0.00% | |
| 323 | IVVISHARES CORE S&P 500 ETF | 11 | $6.2M | 0.00% | |
| 324 | VOOVANGUARD S&P 500 INDEX ETF | 12 | $6.2M | 0.00% | |
| 325 | NUNU HOLDINGS LTD CL A | 600 | $6.1M | 0.00% | |
| 326 | TCEHYTENCENT HOLDINGS LTD UNSPON ADR | 96 | $6.1M | 0.00% | |
| 327 | ABNBAIRBNB INC CL A | 50 | $6.0M | 0.00% | |
| 328 | XLFICONSUMER STAPLES SELECT SECTOR SPDR ETF | 73 | $6.0M | 0.00% | |
| 329 | SNYSANOFI SPON ADR | 103 | $5.7M | 0.00% | |
| 330 | LNTALLIANT ENERGY CORP | 88 | $5.7M | 0.00% | |
| 331 | —XIAOMI CORP CL B | 860 | $5.4M | 0.00% | |
| 332 | IWFISHARES RUSSELL 1000 GROWTH ETF | 15 | $5.4M | 0.00% | |
| 333 | SCZISHARES MSCI EAFE SMALL CAP ETF | 84 | $5.3M | 0.00% | |
| 334 | DBEFXTRACKERS MSCI EAFE HEDGED EQUITY ETF | 120 | $5.2M | 0.00% | |
| 335 | GWWGRAINGER W W INC | 5 | $5.1M | 0.00% | |
| 336 | WBAWALGREENS BOOTS ALLIANCE INC | 454 | $5.1M | 0.00% | |
| 337 | IQDFFLEXSHARES INTERNATIONAL QUALITY DIVIDEND INDEX ETF | 201 | $5.0M | 0.00% | |
| 338 | XMHQINVESCO S&P MIDCAP QUALITY ETF | 54 | $4.9M | 0.00% | |
| 339 | NCLHNORWEGIAN CRUISE LINE HOLDINGS LTD | 254 | $4.8M | 0.00% | |
| 340 | IPGPIPG PHOTONICS CORP | 75 | $4.7M | 0.00% | |
| 341 | REEVEREST GROUP LTD | 13 | $4.7M | 0.00% | |
| 342 | FDSFACTSET RESEARCH SYSTEMS INC | 10 | $4.7M | 0.00% | |
| 343 | EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF | 84 | $4.7M | 0.00% | |
| 344 | SMRNUSCALE POWER CORP | 327 | $4.6M | 0.00% | |
| 345 | MIGAMICROSTRATEGY INC CL A | 16 | $4.6M | 0.00% | |
| 346 | HWMHOWMET AEROSPACE INC | 35 | $4.6M | 0.00% | |
| 347 | VBKVANGUARD SMALL CAP GROWTH ETF | 18 | $4.5M | 0.00% | |
| 348 | ABXBARRICK GOLD CORP | 230 | $4.5M | 0.00% | |
| 349 | BYDDYBYD CO LTD UNSPON ADR | 44 | $4.4M | 0.00% | |
| 350 | SCHWSCHWAB CHARLES CORP | 56 | $4.4M | 0.00% | |
| 351 | SHWSHERWIN WILLIAMS CO | 12 | $4.3M | 0.00% | |
| 352 | SNPSSYNOPSYS INC | 10 | $4.3M | 0.00% | |
| 353 | DHRB&G FOODS INC | 620 | $4.3M | 0.00% | |
| 354 | AAALCOA CORP | 132 | $4.0M | 0.00% | |
| 355 | ECLECOLAB INC | 15 | $3.9M | 0.00% | |
| 356 | LEUCENTRUS ENERGY CORP CL A | 63 | $3.9M | 0.00% | |
| 357 | BDXBECTON DICKINSON & CO | 17 | $3.8M | 0.00% | |
| 358 | SNOWSNOWFLAKE INC CL A | 26 | $3.8M | 0.00% | |
| 359 | NEARISHARES SHORT DURATION BOND ACTIVE ETF | 74 | $3.8M | 0.00% | |
| 360 | RUMRUMBLE INC CL A | 530 | $3.7M | 0.00% | |
| 361 | VBRVANGUARD SMALL CAP VALUE ETF | 20 | $3.7M | 0.00% | |
| 362 | ALBALBEMARLE CORP | 52 | $3.7M | 0.00% | |
| 363 | IWBISHARES RUSSELL 1000 ETF | 12 | $3.7M | 0.00% | |
| 364 | RGRSTURM RUGER & CO INC | 93 | $3.7M | 0.00% | |
| 365 | VGKVANGUARD FTSE EUROPE ETF | 52 | $3.7M | 0.00% | |
| 366 | SYYSYSCO CORP | 48 | $3.6M | 0.00% | |
| 367 | ADPAUTOMATIC DATA PROCESSING INC | 12 | $3.6M | 0.00% | |
| 368 | GMGENERAL MOTORS CO | 74 | $3.5M | 0.00% | |
| 369 | EQIXEQUINIX INC PAR $0.001 | 4 | $3.5M | 0.00% | |
| 370 | CECOCECO ENVIRONMENTAL CORP | 150 | $3.4M | 0.00% | |
| 371 | ICEINTERCONTINENTAL EXCHANGE INC | 20 | $3.4M | 0.00% | |
| 372 | EVGOEVGO INC CL A | 1,278 | $3.4M | 0.00% | |
| 373 | STXSEAGATE TECHNOLOGY HOLDINGS PUBLIC LTD CO | 40 | $3.4M | 0.00% | |
| 374 | HOGHARLEY DAVIDSON INC | 132 | $3.3M | 0.00% | |
| 375 | NVECNVE CORP | 52 | $3.3M | 0.00% | |
| 376 | AMATAPPLIED MATERIALS INC | 23 | $3.3M | 0.00% | |
| 377 | AZNASTRAZENECA PLC SPONSORED ADR | 44 | $3.2M | 0.00% | |
| 378 | COWZPACER U S CASH COWS 100 ETF | 58 | $3.2M | 0.00% | |
| 379 | CRWDCROWDSTRIKE HOLDINGS INC CL A | 9 | $3.2M | 0.00% | |
| 380 | HHDSHIGHLANDS REIT INC | 10,000 | $3.1M | 0.00% | |
| 381 | REMXVANECK RARE EARTH STRATEGIC METALS ETF | 77 | $3.0M | 0.00% | |
| 382 | CCLCARNIVAL CORP PAIRED CTF 1 COM CARNIVL CRP & 1 TR SH BEN INT P&O PRINCESS | 152 | $3.0M | 0.00% | |
| 383 | CTRACOTERRA ENERGY INC | 101 | $2.9M | 0.00% | |
| 384 | SWSSMITH & WESSON BRANDS INC | 308 | $2.9M | 0.00% | |
| 385 | TEMTEMPUS AI INC CL A | 58 | $2.8M | 0.00% | |
| 386 | AXPAMERICAN EXPRESS CO | 10 | $2.8M | 0.00% | |
| 387 | SFMSPROUTS FARMERS MARKET INC | 18 | $2.7M | 0.00% | |
| 388 | DHRDANAHER CORP | 13 | $2.7M | 0.00% | |
| 389 | GDXVANECK GOLD MINERS ETF | 58 | $2.7M | 0.00% | |
| 390 | TELTE CONNECTIVITY PLC | 19 | $2.7M | 0.00% | |
| 391 | ESEVERSOURCE ENERGY | 43 | $2.7M | 0.00% | |
| 392 | PBFPBF ENERGY INC CL A | 138 | $2.6M | 0.00% | |
| 393 | UAUNDER ARMOUR INC CL C | 440 | $2.6M | 0.00% | |
| 394 | PSPINVESCO GLOBAL LISTED PRIVATE EQUITY ETF | 40 | $2.6M | 0.00% | |
| 395 | CLCRESCO LABS INC SUB VTG | 3,530 | $2.6M | 0.00% | |
| 396 | UALUNITED AIRLINES HOLDINGS INC | 37 | $2.6M | 0.00% | |
| 397 | EEMISHARES MSCI EMERGING MARKETS ETF | 57 | $2.5M | 0.00% | |
| 398 | A4SAMERIPRISE FINANCIAL INC | 5 | $2.4M | 0.00% | |
| 399 | CLXCLOROX COMPANY | 16 | $2.4M | 0.00% | |
| 400 | GDXJVANECK JUNIOR GOLD MINERS ETF | 42 | $2.4M | 0.00% |