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 |
|---|---|---|---|---|---|
| 401 | BIDUNBAIDU INC SPON ADR REPSTG ORD SHS CL A | 22 | $2.9M | 0.00% | |
| 402 | PSPINVESCO GLOBAL LISTED PRIVATE EQUITY ETF | 40 | $2.8M | 0.00% | |
| 403 | KNOPKNOT OFFSHORE PARTNERS LP COM UNITS REPSTG PARTNERSHIP LTD INT | 306 | $2.7M | 0.00% | |
| 404 | DHRDANAHER CORP | 13 | $2.6M | 0.00% | |
| 405 | DFATDIMENSIONAL U S TARGET VALUE ETF | 44 | $2.5M | 0.00% | |
| 406 | NMAXNEWSMAX INC CL B | 200 | $2.5M | 0.00% | |
| 407 | BLNKBLINK CHARGING CO | 1,500 | $2.5M | 0.00% | |
| 408 | CDNSCADENCE DESIGN SYSTEMS INC | 7 | $2.5M | 0.00% | |
| 409 | KTBKONTOOR BRANDS INC | 31 | $2.5M | 0.00% | |
| 410 | NRANRG ENERGY INC | 15 | $2.4M | 0.00% | |
| 411 | CTRACOTERRA ENERGY INC | 103 | $2.4M | 0.00% | |
| 412 | TROWPRICE T ROWE GROUP INC | 23 | $2.4M | 0.00% | |
| 413 | TISITEAM INC | 140 | $2.3M | 0.00% | |
| 414 | HIIHUNTINGTON INGALLS INDUSTRIES INC | 8 | $2.3M | 0.00% | |
| 415 | DKNGDRAFTKINGS INC CL A | 60 | $2.2M | 0.00% | |
| 416 | BIIBBIOGEN INC | 16 | $2.2M | 0.00% | |
| 417 | ADSKAUTODESK INC | 7 | $2.2M | 0.00% | |
| 418 | SCHBSCHWAB U S BROAD MARKET ETF | 84 | $2.2M | 0.00% | |
| 419 | ZNOGZION OIL & GAS INC | 12,000 | $2.2M | 0.00% | |
| 420 | TOSTTOAST INC CL A | 59 | $2.2M | 0.00% | |
| 421 | PCARPACCAR INC | 22 | $2.1M | 0.00% | |
| 422 | LHXL3HARRIS TECHNOLOGIES INC | 7 | $2.1M | 0.00% | |
| 423 | UAUNDER ARMOUR INC CL C | 440 | $2.1M | 0.00% | |
| 424 | CALFPACER U S SMALL CAP CASH COWS ETF | 48 | $2.1M | 0.00% | |
| 425 | UTHUNITED THERAPEUTICS CORP | 5 | $2.1M | 0.00% | |
| 426 | IWCISHARES MICROCAP ETF | 14 | $2.1M | 0.00% | |
| 427 | CLXCLOROX COMPANY | 17 | $2.1M | 0.00% | |
| 428 | QCLNFIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX ETF | 47 | $2.0M | 0.00% | |
| 429 | RCLROYAL CARIBBEAN GROUP | 6 | $2.0M | 0.00% | |
| 430 | SFMSPROUTS FARMERS MARKET INC | 18 | $2.0M | 0.00% | |
| 431 | ACHRARCHER AVIATION INC CL A | 200 | $1.9M | 0.00% | |
| 432 | RIVNRIVIAN AUTOMOTIVE INC CL A | 127 | $1.9M | 0.00% | |
| 433 | MATVMATIV HOLDINGS INC | 162 | $1.8M | 0.00% | |
| 434 | BLDRBUILDERS FIRSTSOURCE INC | 15 | $1.8M | 0.00% | |
| 435 | W3UWESTERN UNION CO | 226 | $1.8M | 0.00% | |
| 436 | PTONPELOTON INTERACTIVE INC CL A | 200 | $1.8M | 0.00% | |
| 437 | EZAISHARES MSCI SOUTH AFRICA ETF | 28 | $1.8M | 0.00% | |
| 438 | ACGLARCH CAPITAL GROUP LTD | 19 | $1.7M | 0.00% | |
| 439 | —BYD CO LTD SHS H | 120 | $1.7M | 0.00% | |
| 440 | SSENTINELONE INC CL A | 90 | $1.6M | 0.00% | |
| 441 | SNOWSNOWFLAKE INC | 7 | $1.6M | 0.00% | |
| 442 | NVECNVE CORP | 23 | $1.5M | 0.00% | |
| 443 | MTWMANITOWOC COMPANY INC | 152 | $1.5M | 0.00% | |
| 444 | MFCMANULIFE FINANCIAL CORP | 49 | $1.5M | 0.00% | |
| 445 | NVSNNOVARTIS AG SPON ADR | 11 | $1.5M | 0.00% | |
| 446 | QSQUANTUMSCAPE CORP CL A | 117 | $1.4M | 0.00% | |
| 447 | DDD3D SYSTEMS CORP DEL | 495 | $1.4M | 0.00% | |
| 448 | MJAMPLIFY ALTERNATIVE HARVEST ETF | 38 | $1.4M | 0.00% | |
| 449 | UNMUNUM GROUP | 18 | $1.4M | 0.00% | |
| 450 | DELLDELL TECHNOLOGIES INC CL C | 10 | $1.4M | 0.00% | |
| 451 | ASBASSOCIATED BANC CORP | 52 | $1.3M | 0.00% | |
| 452 | BCYCBICYCLE THERAPEUTICS PLC SPON ADS REPSTG 1 SHS | 172 | $1.3M | 0.00% | |
| 453 | GWLLYGREAT WALL MOTOR CO LTD ADR | 60 | $1.3M | 0.00% | |
| 454 | HRTXHERON THERAPEUTICS INC | 1,000 | $1.3M | 0.00% | |
| 455 | ONON SEMICONDUCTOR CORP | 25 | $1.2M | 0.00% | |
| 456 | IONQIONQ INC | 20 | $1.2M | 0.00% | |
| 457 | SONYSONY GROUP CORP ADR | 40 | $1.2M | 0.00% | |
| 458 | IMOSCHIPMOS TECHNOLOGIES INC SPON ADR | 60 | $1.1M | 0.00% | |
| 459 | PCRHYPANASONIC HOLDINGS CORP ADR | 106 | $1.1M | 0.00% | |
| 460 | RPDRAPID7 INC | 55 | $1.0M | 0.00% | |
| 461 | NVONOVO NORDISK AS ADR | 18 | $1.0M | 0.00% | |
| 462 | IFNNYINFINEON TECHNOLOGIES AG SPONSORED ADR | 24 | $938K | 0.00% | |
| 463 | STLASTELLANTIS N V | 93 | $869K | 0.00% | |
| 464 | BRCCBRC INC CL A | 500 | $780K | 0.00% | |
| 465 | MUSAMURPHY USA INC | 2 | $779K | 0.00% | |
| 466 | AVNSAVANOS MEDICAL INC | 67 | $775K | 0.00% | |
| 467 | J7JMONOGRAM TECHNOLOGIES INC | 130 | $763K | 0.00% | |
| 468 | LUMNLUMEN TECHNOLOGIES INC LA | 117 | $718K | 0.00% | |
| 469 | GCOWPACER GLOBAL CASH COWS DIVIDEND ETF | 18 | $713K | 0.00% | |
| 470 | XPEVXPENG INC ADS REPSTG CL A ORD SHS | 28 | $656K | 0.00% | |
| 471 | LITGLOBAL X LITHIUM & BATTERY TECH ETF | 11 | $646K | 0.00% | |
| 472 | GEVGE VERNOVA LLC | 1 | $616K | 0.00% | |
| 473 | —GANFENG LITHIUM GROUP CO LTD SHS H | 106 | $582K | 0.00% | |
| 474 | DJTTRUMP MEDIA & TECHNOLOGY GROUP CORP | 34 | $558K | 0.00% | |
| 475 | OILKPROSHARES K-1 FREE CRUDE OIL ETF | 13 | $521K | 0.00% | |
| 476 | TTWOTAKE-TWO INTERACTIVE SOFTWARE INC | 2 | $517K | 0.00% | |
| 477 | ARKFARK FINTECH INNOVATION ETF | 9 | $511K | 0.00% | |
| 478 | DNAGINKGO BIOWORKS HOLDINGS INC CL A | 33 | $481K | 0.00% | |
| 479 | FEYFUELCELL ENERGY INC | 62 | $481K | 0.00% | |
| 480 | TDOCTELADOC HEALTH INC | 62 | $479K | 0.00% | |
| 481 | SOTGYSUNNY OPTICAL TECH GRP COMPANY LTD ADR | 4 | $465K | 0.00% | |
| 482 | BHFBRIGHTHOUSE FINANCIAL INC | 8 | $425K | 0.00% | |
| 483 | PSQHPSQ HOLDINGS INC CL A | 220 | $420K | 0.00% | |
| 484 | TMCTMC THE METALS CO INC | 66 | $420K | 0.00% | |
| 485 | —ADIDAS AG NAMEN AKT | 2 | $415K | 0.00% | |
| 486 | LWLGLIGHTWAVE LOGIC INC | 110 | $408K | 0.00% | |
| 487 | CSIQCANADIAN SOLAR INC | 30 | $391K | 0.00% | |
| 488 | DJTWWTRUMP & MEDIA WTS EXP 03/25/29 TECHNOLOGY GROUP CORP | 32 | $259K | 0.00% | |
| 489 | CGCENTERRA GOLD INC | 19 | $205K | 0.00% | |
| 490 | SNAPSNAP INC CL A | 25 | $193K | 0.00% | |
| 491 | MRNAMODERNA INC | 7 | $181K | 0.00% | |
| 492 | HYLNHYLIION HOLDINGS CORP CL A | 89 | $175K | 0.00% | |
| 493 | GEHCGE HEALTHCARE TECHNOLOGIES INC | 2 | $151K | 0.00% | |
| 494 | WNDWSOLARWINDOW TECHNOLOGIES INC | 216 | $143K | 0.00% | |
| 495 | SJMSMUCKER JM COMPANY | 1 | $121K | 0.00% | |
| 496 | 4DXPLURI INC | 26 | $116K | 0.00% | |
| 497 | AMRNAMARIN CORP PLC SPON ADS | 7 | $115K | 0.00% | |
| 498 | GOFGUGGENHEIM STRATEGIC OPPTYS FUND COM SHS OF BEN INT | 6 | $96K | 0.00% | |
| 499 | MAGNMAGNERA CORP | 8 | $90K | 0.00% | |
| 500 | DNPDNP SELECT INCOME FUND INC | 8 | $83K | 0.00% |