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 |
|---|---|---|---|---|---|
| 301 | FEFIRSTENERGY CORP | 219 | $10.0M | 0.00% | |
| 302 | BLESINSPIRE GLOBAL HOPE ETF | 236 | $10.0M | 0.00% | |
| 303 | NUENUCOR CORP | 73 | $10.0M | 0.00% | |
| 304 | NSRGYNESTLE S A SPON ADR REPSTG REG SHS | 108 | $9.9M | 0.00% | |
| 305 | FANGDIAMONDBACK ENERGY INC | 68 | $9.7M | 0.00% | |
| 306 | NUNU HOLDINGS LTD CL A | 600 | $9.6M | 0.00% | |
| 307 | STXSEAGATE TECHNOLOGY HOLDINGS PUBLIC LTD CO | 41 | $9.6M | 0.00% | |
| 308 | UBSUBS GROUP AG | 233 | $9.6M | 0.00% | |
| 309 | EWEDWARDS LIFESCIENCES CORP | 120 | $9.3M | 0.00% | |
| 310 | IPAYAMPLIFY DIGITAL PAYMENTS ETF | 163 | $9.3M | 0.00% | |
| 311 | WBDWARNER BROS DISCOVERY INC SER A | 475 | $9.3M | 0.00% | |
| 312 | BSXBOSTON SCIENTIFIC CORP | 95 | $9.3M | 0.00% | |
| 313 | EXASEXACT SCIENCES CORP | 169 | $9.2M | 0.00% | |
| 314 | CNPCENTERPOINT ENERGY INC | 238 | $9.2M | 0.00% | |
| 315 | DIVIFRANKLIN INTL CORE DIVIDEND TILT INDEX ETF | 246 | $9.2M | 0.00% | |
| 316 | BUDANHEUSER BUSCH INBEV SA/NV | 154 | $9.2M | 0.00% | |
| 317 | ISMDINSPIRE SMALL MIDCAP ETF | 236 | $9.2M | 0.00% | |
| 318 | AFLAFLAC INC | 81 | $9.1M | 0.00% | |
| 319 | ANETARISTA NETWORKS INC | 62 | $9.0M | 0.00% | |
| 320 | OLNOLIN CORP | 361 | $9.0M | 0.00% | |
| 321 | AAALCOA CORP | 273 | $9.0M | 0.00% | |
| 322 | PRUPRUDENTIAL FINANCIAL INC | 85 | $8.8M | 0.00% | |
| 323 | GFLGFL ENVIRONMENTAL INC SUB VOTING SHARES | 185 | $8.8M | 0.00% | |
| 324 | EWSBEWSB BANCORP INC | 1,000 | $8.8M | 0.00% | |
| 325 | AMTMAMENTUM HOLDINGS INC | 365 | $8.7M | 0.00% | |
| 326 | VOEVANGUARD MID CAP VALUE ETF | 49 | $8.6M | 0.00% | |
| 327 | TCEHYTENCENT HOLDINGS LTD UNSPON ADR | 96 | $8.2M | 0.00% | |
| 328 | SLBSCHLUMBERGER LTD | 234 | $8.0M | 0.00% | |
| 329 | UMBFUMB FINANCIAL CORP | 66 | $7.8M | 0.00% | |
| 330 | MCXMC CORMICK & CO INC NON VOTING | 115 | $7.7M | 0.00% | |
| 331 | CECOCECO ENVIRONMENTAL CORP | 150 | $7.7M | 0.00% | |
| 332 | DVNDEVON ENERGY CORP | 218 | $7.7M | 0.00% | |
| 333 | BBARRICK MINING CORP | 232 | $7.6M | 0.00% | |
| 334 | CARTMAPLEBEAR INC | 196 | $7.2M | 0.00% | |
| 335 | STZCONSTELLATION BRANDS INC CL A | 52 | $7.0M | 0.00% | |
| 336 | IWFISHARES RUSSELL 1000 GROWTH ETF | 15 | $7.0M | 0.00% | |
| 337 | ABTABBOTT LABORATORIES | 52 | $7.0M | 0.00% | |
| 338 | HWMHOWMET AEROSPACE INC | 35 | $6.9M | 0.00% | |
| 339 | SCZISHARES MSCI EAFE SMALL CAP ETF | 84 | $6.4M | 0.00% | |
| 340 | NCLHNORWEGIAN CRUISE LINE HOLDINGS LTD | 260 | $6.4M | 0.00% | |
| 341 | BMIBADGER METER INC | 34 | $6.1M | 0.00% | |
| 342 | ABNBAIRBNB INC CL A | 50 | $6.1M | 0.00% | |
| 343 | LNTALLIANT ENERGY CORP | 90 | $6.1M | 0.00% | |
| 344 | EVGOEVGO INC CL A | 1,278 | $6.0M | 0.00% | |
| 345 | —XIAOMI CORP CL B | 860 | $6.0M | 0.00% | |
| 346 | IPGPIPG PHOTONICS CORP | 75 | $5.9M | 0.00% | |
| 347 | CMGCHIPOTLE MEXICAN GRILL INC CL A | 148 | $5.8M | 0.00% | |
| 348 | EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF | 85 | $5.8M | 0.00% | |
| 349 | IQDFFLEXSHARES INTERNATIONAL QUALITY DIVIDEND INDEX ETF | 201 | $5.7M | 0.00% | |
| 350 | XLFICONSUMER STAPLES SELECT SECTOR SPDR ETF | 73 | $5.7M | 0.00% | |
| 351 | XMHQINVESCO S&P MIDCAP QUALITY ETF | 54 | $5.7M | 0.00% | |
| 352 | DBEFXTRACKERS MSCI EAFE HEDGED EQUITY ETF | 120 | $5.6M | 0.00% | |
| 353 | EFRENERGY FUELS INC | 355 | $5.4M | 0.00% | |
| 354 | SCHWSCHWAB CHARLES CORP | 57 | $5.4M | 0.00% | |
| 355 | VBKVANGUARD SMALL CAP GROWTH ETF | 18 | $5.4M | 0.00% | |
| 356 | GMGENERAL MOTORS CO | 88 | $5.3M | 0.00% | |
| 357 | USARUSA RARE EARTH INC | 310 | $5.3M | 0.00% | |
| 358 | YUMCYUM CHINA HOLDINGS INC | 122 | $5.2M | 0.00% | |
| 359 | REMXVANECK RARE EARTH STRATEGIC METALS ETF | 77 | $5.1M | 0.00% | |
| 360 | SNPSSYNOPSYS INC | 10 | $4.9M | 0.00% | |
| 361 | GWWGRAINGER W W INC | 5 | $4.9M | 0.00% | |
| 362 | CLCRESCO LABS INC SUB VTG | 3,530 | $4.7M | 0.00% | |
| 363 | AMATAPPLIED MATERIALS INC | 23 | $4.7M | 0.00% | |
| 364 | REEVEREST GROUP LTD | 13 | $4.6M | 0.00% | |
| 365 | QTUMDEFIANCE QUANTUM ETF | 43 | $4.5M | 0.00% | |
| 366 | GDXVANECK GOLD MINERS ETF | 58 | $4.5M | 0.00% | |
| 367 | IWBISHARES RUSSELL 1000 ETF | 12 | $4.4M | 0.00% | |
| 368 | CRWDCROWDSTRIKE HOLDINGS INC CL A | 9 | $4.4M | 0.00% | |
| 369 | CCLCARNIVAL CORP PAIRED CTF 1 COM CARNIVL CRP & 1 TR SH BEN INT P&O PRINCESS | 152 | $4.4M | 0.00% | |
| 370 | SHOPSHOPIFY INC CL A | 29 | $4.3M | 0.00% | |
| 371 | SHWSHERWIN WILLIAMS CO | 12 | $4.3M | 0.00% | |
| 372 | PBFPBF ENERGY INC CL A | 142 | $4.3M | 0.00% | |
| 373 | ECLECOLAB INC | 16 | $4.3M | 0.00% | |
| 374 | ALBALBEMARLE CORP | 52 | $4.2M | 0.00% | |
| 375 | TELTE CONNECTIVITY PLC | 19 | $4.2M | 0.00% | |
| 376 | VBRVANGUARD SMALL CAP VALUE ETF | 20 | $4.2M | 0.00% | |
| 377 | VGKVANGUARD FTSE EUROPE ETF | 52 | $4.2M | 0.00% | |
| 378 | GDXJVANECK JUNIOR GOLD MINERS ETF | 42 | $4.1M | 0.00% | |
| 379 | RGRSTURM RUGER & CO INC | 94 | $4.1M | 0.00% | |
| 380 | SYYSYSCO CORP | 49 | $4.0M | 0.00% | |
| 381 | NEARISHARES SHORT DURATION BOND ACTIVE ETF | 76 | $3.9M | 0.00% | |
| 382 | RUMRUMBLE INC CL A | 530 | $3.8M | 0.00% | |
| 383 | DASHDOORDASH INC CL A | 14 | $3.8M | 0.00% | |
| 384 | BYDDYBYD CO LTD UNSPON ADR | 265 | $3.7M | 0.00% | |
| 385 | HOGHARLEY DAVIDSON INC | 134 | $3.7M | 0.00% | |
| 386 | UALUNITED AIRLINES HOLDINGS INC | 37 | $3.6M | 0.00% | |
| 387 | ADPAUTOMATIC DATA PROCESSING INC | 12 | $3.5M | 0.00% | |
| 388 | AXPAMERICAN EXPRESS CO | 10 | $3.5M | 0.00% | |
| 389 | SCHDSCHWAB U S DIVIDEND EQUITY ETF | 124 | $3.4M | 0.00% | |
| 390 | AZNASTRAZENECA PLC SPONSORED ADR | 44 | $3.4M | 0.00% | |
| 391 | EQIXEQUINIX INC PAR $0.001 | 4 | $3.4M | 0.00% | |
| 392 | ICEINTERCONTINENTAL EXCHANGE INC | 20 | $3.4M | 0.00% | |
| 393 | COWZPACER U S CASH COWS 100 ETF | 58 | $3.3M | 0.00% | |
| 394 | SOXXISHARES SEMICONDUCTOR ETF | 12 | $3.3M | 0.00% | |
| 395 | BDXBECTON DICKINSON & CO | 17 | $3.2M | 0.00% | |
| 396 | ESEVERSOURCE ENERGY | 44 | $3.1M | 0.00% | |
| 397 | SWSSMITH & WESSON BRANDS INC | 317 | $3.1M | 0.00% | |
| 398 | HHDSHIGHLANDS REIT INC | 10,000 | $3.1M | 0.00% | |
| 399 | FDSFACTSET RESEARCH SYSTEMS INC | 10 | $3.0M | 0.00% | |
| 400 | DHRB&G FOODS INC | 665 | $2.9M | 0.00% |