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 |
|---|---|---|---|---|---|
| 201 | VBVANGUARD SMALL CAP ETF | 126 | $32.1M | 0.01% | |
| 202 | HDHOME DEPOT INC | 79 | $31.9M | 0.01% | |
| 203 | XELXCEL ENERGY INC | 395 | $31.9M | 0.01% | |
| 204 | LOWLOWES COMPANIES INC | 124 | $31.1M | 0.01% | |
| 205 | DUKDUKE ENERGY CORP | 248 | $30.7M | 0.01% | |
| 206 | MRKMERCK & COMPANY INC | 363 | $30.5M | 0.01% | |
| 207 | PANWPALO ALTO NETWORKS INC | 149 | $30.3M | 0.01% | |
| 208 | BCMLBAYCOM CORP | 1,035 | $29.8M | 0.01% | |
| 209 | INREINLAND REAL ESTATE INCOME TRUST INC | 2,593 | $29.2M | 0.01% | |
| 210 | PLXSPLEXUS CORP | 200 | $28.9M | 0.01% | |
| 211 | SNDRSCHNEIDER NATL INC WI CL B | 1,358 | $28.7M | 0.01% | |
| 212 | 7HPHP INC | 1,029 | $28.0M | 0.01% | |
| 213 | VRTVERTIV HOLDINGS LLC CL A | 185 | $27.9M | 0.01% | |
| 214 | GALSPDR SSGA GLOBAL ALLOCATION ETF | 560 | $27.5M | 0.01% | |
| 215 | PNCPNC FINANCIAL SERVICES GROUP INC | 136 | $27.2M | 0.01% | |
| 216 | CGXUCAPITAL GROUP INTL FOCUS EQUITY ETF | 903 | $26.7M | 0.01% | |
| 217 | USBU S BANCORP DE | 553 | $26.7M | 0.01% | |
| 218 | DMLPDORCHESTER MINERALS LTD PARTNERSHIP | 1,025 | $26.5M | 0.01% | |
| 219 | XHBSPDR SERIES TRUST S&P HOMEBUILDERS ETF | 238 | $26.4M | 0.01% | |
| 220 | XLIINDUSTRIAL SELECT SECTOR SPDR ETF | 169 | $26.1M | 0.01% | |
| 221 | GEGE AEROSPACE | 86 | $26.0M | 0.01% | |
| 222 | SOLVSOLVENTUM CORP | 350 | $25.6M | 0.01% | |
| 223 | INTCINTEL CORP | 753 | $25.3M | 0.01% | |
| 224 | RIORIO TINTO PLC SPONSORED ADR | 381 | $25.1M | 0.01% | |
| 225 | LUVSOUTHWEST AIRLINES CO | 782 | $25.0M | 0.01% | |
| 226 | BABAALIBABA GROUP HOLDING LTD SPONS ADS REPSTG 8 ORD SHS | 137 | $24.5M | 0.01% | |
| 227 | IBMINTL BUSINESS MACHINES CORP | 86 | $24.3M | 0.01% | |
| 228 | SAPSAP SE SPON ADR | 91 | $24.2M | 0.01% | |
| 229 | ACWIISHARES MSCI ACWI ETF | 169 | $23.4M | 0.01% | |
| 230 | GILDGILEAD SCIENCES INC | 209 | $23.2M | 0.01% | |
| 231 | GSGOLDMAN SACHS GROUP INC | 28 | $22.4M | 0.01% | |
| 232 | GSKGSK PLC SPON ADR | 518 | $22.3M | 0.01% | |
| 233 | FDXFEDEX CORP | 95 | $22.3M | 0.01% | |
| 234 | CMCSACOMCAST CORP CL A | 702 | $22.0M | 0.00% | |
| 235 | SPOTSPOTIFY TECHNOLOGY SA | 31 | $21.6M | 0.00% | |
| 236 | SMRNUSCALE POWER CORP | 598 | $21.5M | 0.00% | |
| 237 | TLTISHARES 20 YR TREASURY BOND ETF | 241 | $21.5M | 0.00% | |
| 238 | VGTVANGUARD INFORMATION TECHNOLOGY ETF | 29 | $21.4M | 0.00% | |
| 239 | EFAISHARES MSCI EAFE ETF | 228 | $21.3M | 0.00% | |
| 240 | BUGGLOBAL X CYBERSECURITY ETF | 576 | $20.3M | 0.00% | |
| 241 | OXYOSHKOSH CORP | 155 | $20.1M | 0.00% | |
| 242 | AMTAMERICAN TOWER CORP NEW | 105 | $20.1M | 0.00% | |
| 243 | TMOTHERMO FISHER SCIENTIFIC INC | 40 | $19.5M | 0.00% | |
| 244 | DYHTARGET CORP | 217 | $19.5M | 0.00% | |
| 245 | TPRTAPESTRY INC | 170 | $19.3M | 0.00% | |
| 246 | SPSBSPDR PORTFOLIO SHORT TERM CORP BOND ETF | 627 | $19.0M | 0.00% | |
| 247 | DFAXDIMENSIONAL WORLD EX U S CORE EQUITY 2 ETF | 593 | $18.6M | 0.00% | |
| 248 | BKRBAKER HUGHES CO | 382 | $18.6M | 0.00% | |
| 249 | EMBISHARES JP MORGAN USD EMERGING MARKETS ETF | 192 | $18.3M | 0.00% | |
| 250 | DFACDIMENSIONAL U S CORE EQUITY 2 ETF | 473 | $18.3M | 0.00% | |
| 251 | HYGISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | 217 | $17.6M | 0.00% | |
| 252 | LQDISHARES IBOXX IBOXX $INVESTMENT GRADE CORP BOND ETF | 155 | $17.2M | 0.00% | |
| 253 | CLCOLGATE-PALMOLIVE COMPANY | 214 | $17.1M | 0.00% | |
| 254 | IXP*ISHARES GLOBAL COMM SERVICES ETF | 137 | $16.9M | 0.00% | |
| 255 | WELLWELLTOWER INC | 94 | $16.8M | 0.00% | |
| 256 | NTRSNORTHERN TRUST CORP | 124 | $16.6M | 0.00% | |
| 257 | BUIBLACKROCK UTILITIES INFRASTRUCTURE & POWER OPPORTUNITIES TRUST | 624 | $16.3M | 0.00% | |
| 258 | DFUSDIMENSIONAL U S EQUITY MARKET ETF | 223 | $16.2M | 0.00% | |
| 259 | BXBLACKSTONE INC | 94 | $16.1M | 0.00% | |
| 260 | LVLNSPDR S&P REGIONAL BANKING ETF | 254 | $16.1M | 0.00% | |
| 261 | YUMYUM BRANDS INC | 105 | $15.9M | 0.00% | |
| 262 | VDEVANGUARD ENERGY ETF | 124 | $15.6M | 0.00% | |
| 263 | KVUEKENVUE INC | 958 | $15.5M | 0.00% | |
| 264 | TJXTJX COS INC | 107 | $15.4M | 0.00% | |
| 265 | SIRISIRIUS XM HOLDINGS INC | 654 | $15.2M | 0.00% | |
| 266 | TPLCTIMOTHY PLAN U S LARGE MID CAP CORE ETF | 326 | $15.1M | 0.00% | |
| 267 | ETRENTERGY CORP | 161 | $15.0M | 0.00% | |
| 268 | ZBHZIMMER BIOMET HOLDINGS INC | 150 | $14.8M | 0.00% | |
| 269 | MAGAPOINT BRIDGE AMERICA FIRST ETF | 277 | $14.5M | 0.00% | |
| 270 | SVALISHARES US SMALL CAP VALUE FACTOR ETF | 434 | $14.5M | 0.00% | |
| 271 | 8CWCROWN CASTLE INC | 147 | $14.2M | 0.00% | |
| 272 | HMCHONDA MOTOR LTD ADR REPSTG 3 ORD | 452 | $13.9M | 0.00% | |
| 273 | ENBENBRIDGE INC | 275 | $13.9M | 0.00% | |
| 274 | FXGFIRST TRUST CONSUMER STAPLES ALPHADEX ETF | 220 | $13.8M | 0.00% | |
| 275 | BMTABRITISH AMERN TOBACCO PLC SPONS ADR 25P | 258 | $13.7M | 0.00% | |
| 276 | BMYBRISTOL MYERS SQUIBB COMPANY | 300 | $13.5M | 0.00% | |
| 277 | DDOMINION ENERGY INC | 219 | $13.4M | 0.00% | |
| 278 | XLYCONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | 55 | $13.2M | 0.00% | |
| 279 | DALDELTA AIRLINES INC | 233 | $13.2M | 0.00% | |
| 280 | KDPKEURIG DR PEPPER INC | 504 | $12.9M | 0.00% | |
| 281 | KRKROGER CO | 186 | $12.5M | 0.00% | |
| 282 | APDAIR PRODUCTS & CHEMICALS INC | 46 | $12.5M | 0.00% | |
| 283 | ADIANALOG DEVICES INC | 50 | $12.3M | 0.00% | |
| 284 | EADSYAIRBUS SE ADR | 209 | $12.2M | 0.00% | |
| 285 | MPMP MATERIALS CORP | 180 | $12.1M | 0.00% | |
| 286 | WSOWATSCO INC CL A | 30 | $11.9M | 0.00% | |
| 287 | PFFISHARES PREFERRED & INCOME SECS ETF | 370 | $11.7M | 0.00% | |
| 288 | CYBRCYBER ARK SOFTWARE LTD | 24 | $11.6M | 0.00% | |
| 289 | EWWISHARES MSCI MEXICO ETF | 169 | $11.5M | 0.00% | |
| 290 | ONONON HOLDING AG CL A | 271 | $11.5M | 0.00% | |
| 291 | SMCISUPER MICRO COMPUTER INC | 236 | $11.3M | 0.00% | |
| 292 | COPXGLOBAL X COPPER MINERS ETF | 187 | $11.2M | 0.00% | |
| 293 | DOVDOVER CORP | 67 | $11.2M | 0.00% | |
| 294 | FDIFFIDELITY DISRUPTORS ETF | 308 | $10.9M | 0.00% | |
| 295 | DEODIAGEO PLC SPON ADR | 115 | $10.9M | 0.00% | |
| 296 | VSTVISTRA CORP | 54 | $10.6M | 0.00% | |
| 297 | VEAVANGUARD FTSE DEVELOPED MARKETS ETF | 176 | $10.5M | 0.00% | |
| 298 | QQQINEOS NASDAQ 100 HIGH INCOME ETF | 192 | $10.4M | 0.00% | |
| 299 | WWJDINSPIRE INTERNATIONAL ETF | 295 | $10.4M | 0.00% | |
| 300 | GRMNGARMIN LTD | 41 | $10.1M | 0.00% |