Winch Advisory Services, LLC Q4 2025 Filing

Filed February 3, 2026

Portfolio Value

$452.1B

Holdings

519

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (519 positions)

#	Stock	Shares	Value	% Portfolio
101	DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF	391	$187.0M	0.04%
102	VLOVALERO ENERGY CORP	1,115	$181.0M	0.04%
103	BOTZGLOBAL X ROBOTICS A I ETF	4,909	$177.0M	0.04%
104	KMBKIMBERLY CLARK CORP	1,747	$176.0M	0.04%
105	IBITISHARES BITCOIN TRUST ETF	3,537	$175.0M	0.04%
106	GLTRABRDN PHYSICAL PRECIOUS METALS BASKET ETF	802	$164.0M	0.04%
107	ABBVABBVIE INC	703	$160.0M	0.04%
108	CATCATERPILLAR INC	252	$144.0M	0.03%
109	OSKORACLE CORP	742	$144.0M	0.03%
110	FCXFREEPORT MCMORAN INC	2,759	$140.0M	0.03%
111	XLESTATE STREET ENERGY SELECT SECTOR SPDR ETF	3,148	$140.0M	0.03%
112	SPDWSPDR DEVELOPED WORLD EX-US ETF	3,040	$135.0M	0.03%
113	EEMISHARES MSCI EMERGING MARKETS ETF	2,450	$134.0M	0.03%
114	COPCONOCOPHILLIPS	1,433	$134.0M	0.03%
115	ROBOROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF	1,926	$133.0M	0.03%
116	MOALTRIA GROUP INC	2,171	$125.0M	0.03%
117	CSCOCISCO SYSTEMS INC	1,626	$125.0M	0.03%
118	JEPQJPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF	2,155	$125.0M	0.03%
119	CGDGCAPITAL GROUP DIVIDEND VALUE ETF	2,792	$121.0M	0.03%
120	PEPPEPSICO INC	849	$121.0M	0.03%
121	IWMISHARES RUSSELL 2000 ETF	490	$120.0M	0.03%
122	VVVVALVOLINE INC	3,927	$114.0M	0.03%
123	AMCRAMCOR PLC ORD USD 0.01	13,740	$114.0M	0.03%
124	IBBISHARES BIOTECHNOLOGY ETF	671	$113.0M	0.02%
125	XLCSTATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF	959	$112.0M	0.02%
126	LLYELI LILLY & CO	103	$110.0M	0.02%
127	BABOEING COMPANY	504	$109.0M	0.02%
128	XLFSTATE STREET FINANCIAL SELECT SECTOR SPDR ETF	1,920	$105.0M	0.02%
129	SPYGSTATE STREET SPDR S&P 500 GROWTH ETF	945	$100.0M	0.02%
130	CEGCONSTELLATION ENERGY CORP	285	$100.0M	0.02%
131	LYBLYONDELLBASELL INDUSTRIES N V ORD SHS CL A	2,237	$96.0M	0.02%
132	DOWDOW INC	4,108	$96.0M	0.02%
133	BACBANK OF AMERICA CORP	1,722	$94.0M	0.02%
134	NLRVANECK URANIUM & NUCLEAR ENERGY ETF	747	$92.0M	0.02%
135	FISFIDELITY NATIONAL INFORMATION SERVICES INC	1,370	$91.0M	0.02%
136	AKREPROFESSIONALLY MANAGED AKRE FOCUS ETF	1,389	$90.0M	0.02%
137	MPCMARATHON PETROLEUM CORP	553	$89.0M	0.02%
138	TMUST-MOBILE US INC	430	$87.0M	0.02%
139	AGGISHARES CORE U S AGGREGATE BOND ETF	864	$86.0M	0.02%
140	EOGEOG RESOURCES INC	820	$86.0M	0.02%
141	WPCW P CAREY INC	1,344	$86.0M	0.02%
142	PLTRPALANTIR TECHNOLOGIES INC CL A	482	$85.0M	0.02%
143	QCOMQUALCOMM INC	471	$80.0M	0.02%
144	OXYOCCIDENTAL PETROLEUM CORP	1,962	$80.0M	0.02%
145	XLVSTATE STREET HEALTHCARE SELECT SECTOR SPDR ETF	513	$79.0M	0.02%
146	FNDFSCHWAB FUNDAMENTAL INTL EQUITY ETF	1,746	$78.0M	0.02%
147	VWOVANGUARD FTSE EMERGING MARKETS ETF	1,445	$77.0M	0.02%
148	SPYMSTATE STREET SPDR PORT S&P 500 ETF	920	$73.0M	0.02%
149	HBANHUNTINGTON BANCSHARES INC	4,164	$72.0M	0.02%
150	T7DTRANSDIGM GROUP INC	52	$69.0M	0.02%
151	ETNEATON CORP PLC	214	$68.0M	0.02%
152	MGKVANGUARD MEGA CAP GROWTH ETF	167	$68.0M	0.02%
153	ASHASHLAND INC	1,144	$67.0M	0.01%
154	CGCPCAPITAL GROUP FIXED CORE PLUS INCOME ETF	2,916	$66.0M	0.01%
155	IUSGISHARES CORE S&P U S GROWTH ETF	384	$64.0M	0.01%
156	CGGRCAPITAL GROUP GROWTH ETF	1,460	$64.0M	0.01%
157	KHCKRAFT HEINZ CO	2,618	$63.0M	0.01%
158	MAINMAIN STREET CAPITAL CORP	1,052	$63.0M	0.01%
159	NICNICOLET BANKSHARES INC	513	$62.0M	0.01%
160	ITOTISHARES CORE S&P TOTAL U S STOCK MARKET ETF	414	$61.0M	0.01%
161	IJRISHARES CORE S&P SMALL CAP ETF	496	$59.0M	0.01%
162	VOVANGUARD MID CAP ETF	200	$58.0M	0.01%
163	IXCISHARE GLOBAL ENERGY ETF	1,309	$54.0M	0.01%
164	CLFCLEVELAND CLIFFS INC	4,070	$54.0M	0.01%
165	4I1PHILIP MORRIS INTL INC	333	$53.0M	0.01%
166	JPSTJPMORGAN ULTRA SHORT INCOME ETF	1,039	$52.0M	0.01%
167	SPIPSTATE STREET SPDR PORTFOLIO TIPS ETF	1,993	$51.0M	0.01%
168	VOTVANGUARD MID CAP GROWTH ETF	185	$51.0M	0.01%
169	XMESTATE STREET SPDR S&P METALS & MINING ETF	485	$50.0M	0.01%
170	PG4PRINCIPAL FINANCIAL GROUP INC	557	$49.0M	0.01%
171	JCIJOHNSON CONTROLS INTL PLC	414	$49.0M	0.01%
172	PSAPUBLIC STORAGE INC	187	$48.0M	0.01%
173	CGUSCAPITAL GROUP CORE EQUITY ETF	1,193	$48.0M	0.01%
174	SOSOUTHERN COMPANY	556	$48.0M	0.01%
175	GDGENERAL DYNAMICS CORP	143	$48.0M	0.01%
176	XLUSTATE STREET UTILS SELECT SECTOR SPDR ETF	1,117	$47.0M	0.01%
177	MDYSPDR S&P MID CAP 400 ETF	79	$47.0M	0.01%
178	ITWILLINOIS TOOL WORKS INC	188	$46.0M	0.01%
179	ESGVVANGUARD ESG U S STOCK ETF	387	$46.0M	0.01%
180	JJACOBS SOLUTIONS INC	345	$45.0M	0.01%
181	UPSUNITED PARCEL SERVICE INC CL B	463	$45.0M	0.01%
182	BMOBANK MONTREAL QUEBEC	350	$45.0M	0.01%
183	BLKBLACKROCK FDG INC	40	$43.0M	0.01%
184	INREINLAND REAL ESTATE INCOME TRUST INC	2,593	$43.0M	0.01%
185	CMICUMMINS INC	83	$42.0M	0.01%
186	VXUSVANGUARD TOTAL INTL STOCK INDEX ETF	569	$42.0M	0.01%
187	BLDTOPBUILD CORP	100	$41.0M	0.01%
188	SKYYFIRST TRUST CLOUD COMPUTING INDEX ETF	314	$40.0M	0.01%
189	AQLTISHARES U S OIL & GAS EXPLORATION & PROD ETF	438	$39.0M	0.01%
190	BIBLINSPIRE 100 ETF	882	$39.0M	0.01%
191	MRKMERCK & COMPANY INC	364	$38.0M	0.01%
192	SPMDSTATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF	640	$37.0M	0.01%
193	SNDRSCHNEIDER NATL INC WI CL B	1,364	$36.0M	0.01%
194	IMOIMPERIAL OIL LTD	425	$36.0M	0.01%
195	BCCCGLOBAL X U S INFRASTRUCTURE DEVELOPMENT ETF	762	$36.0M	0.01%
196	QQQJINVESCO NASDAQ NEXT GEN 100 ETF	984	$36.0M	0.01%
197	SHELSHELL PLC SPONSORED ADR REPSTG ORD SHS	481	$35.0M	0.01%
198	TFCTRUIST FINANCIAL CORP	712	$35.0M	0.01%
199	INTCINTEL CORP	966	$35.0M	0.01%
200	XLBSTATE STREET MATERIALS SELECT SECTOR SPDR ETF	736	$33.0M	0.01%

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