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 |
|---|---|---|---|---|---|
| 401 | TISITEAM INC | 140 | $2.4M | 0.00% | |
| 402 | SCHDSCHWAB U S DIVIDEND EQUITY ETF | 82 | $2.3M | 0.00% | |
| 403 | SOXXISHARES SEMICONDUCTOR ETF | 12 | $2.3M | 0.00% | |
| 404 | W3UWESTERN UNION CO | 213 | $2.3M | 0.00% | |
| 405 | SPDWSPDR DEVELOPED WORLD EX-US ETF | 61 | $2.2M | 0.00% | |
| 406 | DFATDIMENSIONAL U S TARGET VALUE ETF | 43 | $2.2M | 0.00% | |
| 407 | DALDELTA AIRLINES INC | 51 | $2.2M | 0.00% | |
| 408 | HRTXHERON THERAPEUTICS INC | 1,000 | $2.2M | 0.00% | |
| 409 | BIIBBIOGEN INC | 16 | $2.2M | 0.00% | |
| 410 | KNOPKNOT OFFSHORE PARTNERS LP COM UNITS REPSTG PARTNERSHIP LTD INT | 304 | $2.1M | 0.00% | |
| 411 | PCARPACCAR INC | 22 | $2.1M | 0.00% | |
| 412 | TROWPRICE T ROWE GROUP INC | 23 | $2.1M | 0.00% | |
| 413 | ZNOGZION OIL & GAS INC | 12,000 | $2.0M | 0.00% | |
| 414 | —BYD CO LTD SHS H | 40 | $2.0M | 0.00% | |
| 415 | BIDUNBAIDU INC SPON ADR REPSTG ORD SHS CL A | 22 | $2.0M | 0.00% | |
| 416 | TOSTTOAST INC CL A | 59 | $2.0M | 0.00% | |
| 417 | KTBKONTOOR BRANDS INC | 30 | $1.9M | 0.00% | |
| 418 | BLDRBUILDERS FIRSTSOURCE INC | 15 | $1.9M | 0.00% | |
| 419 | ADSKAUTODESK INC | 7 | $1.8M | 0.00% | |
| 420 | ACGLARCH CAPITAL GROUP LTD | 19 | $1.8M | 0.00% | |
| 421 | SHOPSHOPIFY INC CL A | 19 | $1.8M | 0.00% | |
| 422 | CALFPACER U S SMALL CAP CASH COWS ETF | 48 | $1.8M | 0.00% | |
| 423 | CDNSCADENCE DESIGN SYSTEMS INC | 7 | $1.8M | 0.00% | |
| 424 | IMOSCHIPMOS TECHNOLOGIES INC SPON ADR | 100 | $1.7M | 0.00% | |
| 425 | SSENTINELONE INC CL A | 90 | $1.6M | 0.00% | |
| 426 | RIVNRIVIAN AUTOMOTIVE INC CL A | 127 | $1.6M | 0.00% | |
| 427 | IWCISHARES MICROCAP ETF | 14 | $1.6M | 0.00% | |
| 428 | UTHUNITED THERAPEUTICS CORP | 5 | $1.5M | 0.00% | |
| 429 | MFCMANULIFE FINANCIAL CORP | 48 | $1.5M | 0.00% | |
| 430 | UNMUNUM GROUP | 18 | $1.5M | 0.00% | |
| 431 | BCYCBICYCLE THERAPEUTICS PLC SPON ADS REPSTG 1 SHS | 172 | $1.5M | 0.00% | |
| 432 | RPDRAPID7 INC | 55 | $1.5M | 0.00% | |
| 433 | BLNKBLINK CHARGING CO | 1,500 | $1.4M | 0.00% | |
| 434 | EZAISHARES MSCI SOUTH AFRICA ETF | 28 | $1.3M | 0.00% | |
| 435 | QCLNFIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX ETF | 47 | $1.3M | 0.00% | |
| 436 | MTWMANITOWOC COMPANY INC | 152 | $1.3M | 0.00% | |
| 437 | PTONPELOTON INTERACTIVE INC CL A | 200 | $1.3M | 0.00% | |
| 438 | NVONOVO NORDISK AS ADR | 18 | $1.3M | 0.00% | |
| 439 | PCRHYPANASONIC HOLDINGS CORP ADR | 104 | $1.2M | 0.00% | |
| 440 | RCLROYAL CARIBBEAN GROUP | 6 | $1.2M | 0.00% | |
| 441 | NVSNNOVARTIS AG SPON ADR | 11 | $1.2M | 0.00% | |
| 442 | ASBASSOCIATED BANC CORP | 51 | $1.2M | 0.00% | |
| 443 | GWLLYGREAT WALL MOTOR CO LTD ADR | 60 | $1.1M | 0.00% | |
| 444 | BRCCBRC INC CL A | 500 | $1.0M | 0.00% | |
| 445 | ONON SEMICONDUCTOR CORP | 25 | $1.0M | 0.00% | |
| 446 | MATVMATIV HOLDINGS INC | 159 | $988K | 0.00% | |
| 447 | STLASTELLANTIS N V | 87 | $975K | 0.00% | |
| 448 | AVNSAVANOS MEDICAL INC | 67 | $960K | 0.00% | |
| 449 | MUSAMURPHY USA INC | 2 | $941K | 0.00% | |
| 450 | ANETARISTA NETWORKS INC | 12 | $930K | 0.00% | |
| 451 | DELLDELL TECHNOLOGIES INC CL C | 10 | $912K | 0.00% | |
| 452 | CXCEMEX S A B DE CV SPONS ADR NEW REPS TEN ORD PARTICIPATION CERTS | 143 | $802K | 0.00% | |
| 453 | IFNNYINFINEON TECHNOLOGIES AG SPONSORED ADR | 24 | $795K | 0.00% | |
| 454 | MJAMPLIFY ALTERNATIVE HARVEST ETF | 38 | $744K | 0.00% | |
| 455 | WOLF*WOLFSPEED INC | 238 | $728K | 0.00% | |
| 456 | DJTTRUMP MEDIA & TECHNOLOGY GROUP CORP | 34 | $664K | 0.00% | |
| 457 | XPEVXPENG INC ADS REPSTG CL A ORD SHS | 28 | $580K | 0.00% | |
| 458 | OILKPROSHARES K-1 FREE CRUDE OIL ETF | 13 | $567K | 0.00% | |
| 459 | ICLNISHARES GLOBAL CLEAN ENERGY ETF | 45 | $511K | 0.00% | |
| 460 | PSQHPSQ HOLDINGS INC CL A | 220 | $504K | 0.00% | |
| 461 | TDOCTELADOC HEALTH INC | 62 | $494K | 0.00% | |
| 462 | QSQUANTUMSCAPE CORP CL A | 117 | $487K | 0.00% | |
| 463 | BHFBRIGHTHOUSE FINANCIAL INC | 8 | $464K | 0.00% | |
| 464 | LUMNLUMEN TECHNOLOGIES INC LA | 117 | $460K | 0.00% | |
| 465 | LITGLOBAL X LITHIUM & BATTERY TECH ETF | 11 | $439K | 0.00% | |
| 466 | TTWOTAKE-TWO INTERACTIVE SOFTWARE INC | 2 | $415K | 0.00% | |
| 467 | DJTWWTRUMP & MEDIA WTS EXP 03/25/29 TECHNOLOGY GROUP CORP | 32 | $398K | 0.00% | |
| 468 | J7JMONOGRAM TECHNOLOGIES INC | 130 | $382K | 0.00% | |
| 469 | SOTGYSUNNY OPTICAL TECH GRP COMPANY LTD ADR | 4 | $373K | 0.00% | |
| 470 | GEVGE VERNOVA LLC | 1 | $306K | 0.00% | |
| 471 | ARKFARK FINTECH INNOVATION ETF | 9 | $299K | 0.00% | |
| 472 | SPTSPROUT SOCIAL INC CL A | 13 | $286K | 0.00% | |
| 473 | FEYFUELCELL ENERGY INC | 62 | $283K | 0.00% | |
| 474 | —GANFENG LITHIUM GROUP CO LTD SHS H | 106 | $283K | 0.00% | |
| 475 | CSIQCANADIAN SOLAR INC | 30 | $260K | 0.00% | |
| 476 | SNAPSNAP INC CL A | 25 | $218K | 0.00% | |
| 477 | MRNAMODERNA INC | 7 | $198K | 0.00% | |
| 478 | DNAGINKGO BIOWORKS HOLDINGS INC CL A | 33 | $188K | 0.00% | |
| 479 | GEHCGE HEALTHCARE TECHNOLOGIES INC | 2 | $162K | 0.00% | |
| 480 | MAGNMAGNERA CORP | 8 | $140K | 0.00% | |
| 481 | SJMSMUCKER JM COMPANY | 1 | $130K | 0.00% | |
| 482 | HYLNHYLIION HOLDINGS CORP CL A | 89 | $125K | 0.00% | |
| 483 | CGCENTERRA GOLD INC | 19 | $121K | 0.00% | |
| 484 | LWLGLIGHTWAVE LOGIC INC | 110 | $113K | 0.00% | |
| 485 | 4DXPLURI INC | 26 | $112K | 0.00% | |
| 486 | DNPDNP SELECT INCOME FUND INC | 8 | $79K | 0.00% | |
| 487 | AMRNAMARIN CORP PLC SPON ADR | 144 | $65K | 0.00% | |
| 488 | WNDWSOLARWINDOW TECHNOLOGIES INC | 216 | $58K | 0.00% | |
| 489 | WEEDCANOPY GROWTH CORP | 22 | $20K | 0.00% | |
| 490 | ACBAURORA CANNABIS INC NO PAR | 4 | $18K | 0.00% | |
| 491 | TPICQTPI COMPOSITES INC | 19 | $15K | 0.00% | |
| 492 | KPLTKATAPULT HOLDINGS INC | 1 | $10K | 0.00% | |
| 493 | AMCAMC ENTERTAINMENT HOLDINGS INC CL A | 2 | $6K | 0.00% | |
| 494 | DOGPCANNABIS SATIVA INC | 93 | $4K | 0.00% | |
| 495 | DMKPQDMK PHARMACEUTICALS CORP PAR $0.0001 | 1 | $0 | 0.00% | |
| 496 | SEIISHARING ECONOMY INTL INC | 100 | $0 | 0.00% | |
| 497 | GLT1EURGLATFELTER CORP OLD | 143 | $0 | 0.00% | |
| 498 | —CRRC CORP LTD SHS H | 1,400 | $0 | 0.00% | |
| 499 | CBISEURCANNABIS SCIENCE INC | 4,800 | $0 | 0.00% | |
| 500 | SPWRQSUNPOWER CORP | 52 | $0 | 0.00% |