Winch Advisory Services, LLC Q3 2025 Filing
Filed November 12, 2025
Portfolio Value
$444.4B
Holdings
518
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (518 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | ITA*ISHARES U S AEROSPACE & DEFENSE ETF | 897 | $187.7M | 0.04% | |
| 102 | DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF | 391 | $181.1M | 0.04% | |
| 103 | AGNCAGNC INVESTMENT CORP | 18,342 | $179.6M | 0.04% | |
| 104 | EEMISHARES MSCI EMERGING MARKETS ETF | 3,312 | $176.9M | 0.04% | |
| 105 | SLVISHARES SILVER TRUST | 4,139 | $175.4M | 0.04% | |
| 106 | SPDWSPDR DEVELOPED WORLD EX-US ETF | 4,067 | $174.0M | 0.04% | |
| 107 | BOTZGLOBAL X ROBOTICS A I ETF | 4,909 | $173.9M | 0.04% | |
| 108 | VIGVANGUARD DIVIDEND APPRECIATION INDEX FUND ETF | 755 | $162.9M | 0.04% | |
| 109 | ABBVABBVIE INC | 699 | $161.7M | 0.04% | |
| 110 | OSKORACLE CORP | 569 | $160.1M | 0.04% | |
| 111 | MOALTRIA GROUP INC | 2,318 | $153.1M | 0.03% | |
| 112 | XLEENERGY SELECT SECTOR SPDR ETF | 1,588 | $141.9M | 0.03% | |
| 113 | VVVVALVOLINE INC | 3,927 | $141.0M | 0.03% | |
| 114 | COPCONOCOPHILLIPS | 1,422 | $134.5M | 0.03% | |
| 115 | GLTRABRDN PHYSICAL PRECIOUS METALS BASKET ETF | 802 | $132.7M | 0.03% | |
| 116 | CATCATERPILLAR INC | 267 | $127.4M | 0.03% | |
| 117 | JEPQJPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | 2,120 | $121.9M | 0.03% | |
| 118 | IWMISHARES RUSSELL 2000 ETF | 503 | $121.8M | 0.03% | |
| 119 | PEPPEPSICO INC | 864 | $121.3M | 0.03% | |
| 120 | LYBLYONDELLBASELL INDUSTRIES N V ORD SHS CL A | 2,415 | $118.4M | 0.03% | |
| 121 | CGDGCAPITAL GROUP DIVIDEND VALUE ETF | 2,786 | $117.1M | 0.03% | |
| 122 | XLCCOMMUNICATION SERVICES SELECT SECTOR SPDR ETF | 956 | $113.2M | 0.03% | |
| 123 | AMCRAMCOR PLC ORD USD 0.01 | 13,740 | $112.4M | 0.03% | |
| 124 | CSCOCISCO SYSTEMS INC | 1,618 | $110.7M | 0.02% | |
| 125 | BABOEING COMPANY | 504 | $108.8M | 0.02% | |
| 126 | FCXFREEPORT MCMORAN INC | 2,750 | $107.9M | 0.02% | |
| 127 | MPCMARATHON PETROLEUM CORP | 552 | $106.3M | 0.02% | |
| 128 | OXYOCCIDENTAL PETROLEUM CORP | 2,195 | $103.7M | 0.02% | |
| 129 | XLFFINANCIAL SELECT SECTOR SPDR ETF | 1,914 | $103.1M | 0.02% | |
| 130 | TMUST-MOBILE US INC | 428 | $102.5M | 0.02% | |
| 131 | IBBISHARES BIOTECHNOLOGY ETF | 688 | $99.3M | 0.02% | |
| 132 | SPYGSPDR PORTFOLIO S&P 500 GROWTH ETF | 944 | $98.7M | 0.02% | |
| 133 | FISFIDELITY NATIONAL INFORMATION SERVICES INC | 1,461 | $96.3M | 0.02% | |
| 134 | DOWDOW INC | 4,192 | $96.1M | 0.02% | |
| 135 | EOGEOG RESOURCES INC | 813 | $91.1M | 0.02% | |
| 136 | WPCW P CAREY INC | 1,326 | $89.6M | 0.02% | |
| 137 | BACBANK OF AMERICA CORP | 1,714 | $88.4M | 0.02% | |
| 138 | VWOVANGUARD FTSE EMERGING MARKETS ETF | 1,629 | $88.3M | 0.02% | |
| 139 | PLTRPALANTIR TECHNOLOGIES INC CL A | 482 | $87.9M | 0.02% | |
| 140 | AGGISHARES CORE U S AGGREGATE BOND ETF | 864 | $86.6M | 0.02% | |
| 141 | HBANHUNTINGTON BANCSHARES INC | 4,669 | $80.6M | 0.02% | |
| 142 | ETNEATON CORP PLC | 213 | $79.9M | 0.02% | |
| 143 | LLYELI LILLY & CO | 103 | $78.7M | 0.02% | |
| 144 | QCOMQUALCOMM INC | 468 | $77.9M | 0.02% | |
| 145 | FNDFSCHWAB FUNDAMENTAL INTL EQUITY ETF | 1,746 | $75.0M | 0.02% | |
| 146 | SPYMSPDR PORTFOLIO S&P 500 ETF | 943 | $73.9M | 0.02% | |
| 147 | KHCKRAFT HEINZ CO | 2,775 | $72.2M | 0.02% | |
| 148 | XLVHEALTHCARE SELECT SECTOR SPDR ETF | 512 | $71.2M | 0.02% | |
| 149 | NICNICOLET BANKSHARES INC | 512 | $68.8M | 0.02% | |
| 150 | T7DTRANSDIGM GROUP INC | 52 | $68.6M | 0.02% | |
| 151 | MGKVANGUARD MEGA CAP GROWTH ETF | 167 | $67.1M | 0.02% | |
| 152 | MAINMAIN STREET CAPITAL CORP | 1,035 | $65.8M | 0.01% | |
| 153 | CGCPCAPITAL GROUP FIXED CORE PLUS INCOME ETF | 2,889 | $65.6M | 0.01% | |
| 154 | CGGRCAPITAL GROUP GROWTH ETF | 1,459 | $64.1M | 0.01% | |
| 155 | IUSGISHARES CORE S&P U S GROWTH ETF | 384 | $63.2M | 0.01% | |
| 156 | DDDUPONT DE NEMOURS INC | 805 | $62.7M | 0.01% | |
| 157 | ITOTISHARES CORE S&P TOTAL U S STOCK MARKET ETF | 415 | $60.4M | 0.01% | |
| 158 | IJRISHARES CORE S&P SMALL CAP ETF | 496 | $59.0M | 0.01% | |
| 159 | VOVANGUARD MID CAP ETF | 199 | $58.4M | 0.01% | |
| 160 | IXCISHARE GLOBAL ENERGY ETF | 1,309 | $54.7M | 0.01% | |
| 161 | ASHASHLAND INC | 1,141 | $54.6M | 0.01% | |
| 162 | 4I1PHILIP MORRIS INTL INC | 330 | $53.5M | 0.01% | |
| 163 | JPSTJPMORGAN ULTRA SHORT INCOME ETF | 1,039 | $52.7M | 0.01% | |
| 164 | BIBLINSPIRE 100 ETF | 1,183 | $52.6M | 0.01% | |
| 165 | SOSOUTHERN COMPANY | 551 | $52.2M | 0.01% | |
| 166 | SPIPSPDR TIPS ETF | 1,967 | $51.8M | 0.01% | |
| 167 | JJACOBS SOLUTIONS INC | 344 | $51.5M | 0.01% | |
| 168 | CLFCLEVELAND CLIFFS INC | 4,070 | $49.7M | 0.01% | |
| 169 | GDGENERAL DYNAMICS CORP | 143 | $48.8M | 0.01% | |
| 170 | ITWILLINOIS TOOL WORKS INC | 187 | $48.7M | 0.01% | |
| 171 | XLUUTILITIES SELECT SECTOR SPDR ETF | 554 | $48.3M | 0.01% | |
| 172 | PG4PRINCIPAL FINANCIAL GROUP INC | 576 | $47.7M | 0.01% | |
| 173 | BLKBLACKROCK FDG INC | 40 | $47.2M | 0.01% | |
| 174 | MDYSPDR S&P MID CAP 400 ETF | 79 | $47.1M | 0.01% | |
| 175 | VOTVANGUARD MID CAP GROWTH ETF | 160 | $47.1M | 0.01% | |
| 176 | CGUSCAPITAL GROUP CORE EQUITY ETF | 1,190 | $47.0M | 0.01% | |
| 177 | ESGVVANGUARD ESG U S STOCK ETF | 387 | $45.8M | 0.01% | |
| 178 | BMOBANK MONTREAL QUEBEC | 350 | $45.6M | 0.01% | |
| 179 | JCIJOHNSON CONTROLS INTL PLC | 413 | $45.4M | 0.01% | |
| 180 | PSAPUBLIC STORAGE INC | 154 | $44.6M | 0.01% | |
| 181 | MSIMOTOROLA SOLUTIONS INC | 94 | $43.2M | 0.01% | |
| 182 | AQLTISHARES U S OIL & GAS EXPLORATION & PROD ETF | 460 | $42.6M | 0.01% | |
| 183 | SKYYFIRST TRUST CLOUD COMPUTING INDEX ETF | 314 | $42.1M | 0.01% | |
| 184 | VXUSVANGUARD TOTAL INTL STOCK INDEX ETF | 559 | $41.1M | 0.01% | |
| 185 | XMESPDR SERIES TRUST S&P METALS & MINING ETF | 434 | $40.5M | 0.01% | |
| 186 | BLDTOPBUILD CORP | 100 | $39.1M | 0.01% | |
| 187 | IMOIMPERIAL OIL LTD | 423 | $38.4M | 0.01% | |
| 188 | UPSUNITED PARCEL SERVICE INC CL B | 456 | $38.1M | 0.01% | |
| 189 | SPMDSPDR PORTFOLIO S&P 400 MID CAP ETF | 638 | $36.5M | 0.01% | |
| 190 | BCCCGLOBAL X U S INFRASTRUCTURE DEVELOPMENT ETF | 762 | $36.3M | 0.01% | |
| 191 | ARKKARK INNOVATION ETF | 420 | $36.2M | 0.01% | |
| 192 | QQQJINVESCO NASDAQ NEXT GEN 100 ETF | 982 | $35.2M | 0.01% | |
| 193 | CMICUMMINS INC | 83 | $35.0M | 0.01% | |
| 194 | FAXABRDN ASIA PACIFIC INCOME FUND INC | 2,113 | $34.4M | 0.01% | |
| 195 | SHELSHELL PLC SPONSORED ADR REPSTG ORD SHS | 476 | $34.1M | 0.01% | |
| 196 | LEUCENTRUS ENERGY CORP CL A | 106 | $32.9M | 0.01% | |
| 197 | XLBMATERIALS SELECT SECTOR SPDR ETF | 366 | $32.8M | 0.01% | |
| 198 | KMIKINDER MORGAN INC DE | 1,147 | $32.5M | 0.01% | |
| 199 | IVTINVENTRUST PROPERTIES CORP | 1,132 | $32.4M | 0.01% | |
| 200 | TFCTRUIST FINANCIAL CORP | 704 | $32.2M | 0.01% |