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 | Type |
|---|---|---|---|---|---|
| 201 | FAXABRDN ASIA PACIFIC INCOME FUND INC | 2,158 | $33.0M | 0.01% | |
| 202 | ARKKARK INNOVATION ETF | 420 | $32.0M | 0.01% | |
| 203 | QQNITY ELECTRONICS INC | 402 | $32.0M | 0.01% | |
| 204 | VBVANGUARD SMALL CAP ETF | 127 | $32.0M | 0.01% | |
| 205 | DDDUPONT DE NEMOURS INC | 809 | $32.0M | 0.01% | |
| 206 | IVTINVENTRUST PROPERTIES CORP | 1,142 | $32.0M | 0.01% | |
| 207 | KMIKINDER MORGAN INC DE | 1,159 | $31.0M | 0.01% | |
| 208 | RIORIO TINTO PLC SPONSORED ADR | 381 | $30.0M | 0.01% | |
| 209 | VRTVERTIV HOLDINGS LLC CL A | 185 | $30.0M | 0.01% | |
| 210 | BCMLBAYCOM CORP | 1,045 | $30.0M | 0.01% | |
| 211 | LOWLOWES COMPANIES INC | 124 | $29.0M | 0.01% | |
| 212 | DUKDUKE ENERGY CORP | 251 | $29.0M | 0.01% | |
| 213 | USBU S BANCORP DE | 559 | $29.0M | 0.01% | |
| 214 | MSIMOTOROLA SOLUTIONS INC | 77 | $29.0M | 0.01% | |
| 215 | XELXCEL ENERGY INC | 398 | $29.0M | 0.01% | |
| 216 | LUVSOUTHWEST AIRLINES CO | 707 | $29.0M | 0.01% | |
| 217 | PLXSPLEXUS CORP | 200 | $29.0M | 0.01% | |
| 218 | PNCPNC FINANCIAL SERVICES GROUP INC | 137 | $28.0M | 0.01% | |
| 219 | GALSTATE STREET GLOBAL ALLOCATION ETF | 567 | $28.0M | 0.01% | |
| 220 | HDHOME DEPOT INC | 79 | $27.0M | 0.01% | |
| 221 | PANWPALO ALTO NETWORKS INC | 149 | $27.0M | 0.01% | |
| 222 | FDXFEDEX CORP | 95 | $27.0M | 0.01% | |
| 223 | SOLVSOLVENTUM CORP | 350 | $27.0M | 0.01% | |
| 224 | CGXUCAPITAL GROUP INTL FOCUS EQUITY ETF | 922 | $27.0M | 0.01% | |
| 225 | XLISTATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | 170 | $26.0M | 0.01% | |
| 226 | GEGE AEROSPACE | 87 | $26.0M | 0.01% | |
| 227 | LEUCENTRUS ENERGY CORP CL A | 106 | $25.0M | 0.01% | |
| 228 | GSKGSK PLC SPON ADR | 523 | $25.0M | 0.01% | |
| 229 | GILDGILEAD SCIENCES INC | 211 | $25.0M | 0.01% | |
| 230 | IBMINTL BUSINESS MACHINES CORP | 87 | $25.0M | 0.01% | |
| 231 | GSGOLDMAN SACHS GROUP INC | 28 | $24.0M | 0.01% | |
| 232 | XHBSTATE STREET SPDR S&P HOMEBUILDERS ETF | 239 | $24.0M | 0.01% | |
| 233 | ACWIISHARES MSCI ACWI ETF | 164 | $23.0M | 0.01% | |
| 234 | TMOTHERMO FISHER SCIENTIFIC INC | 40 | $23.0M | 0.01% | |
| 235 | 7HPHP INC | 1,040 | $23.0M | 0.01% | |
| 236 | DMLPDORCHESTER MINERALS LTD PARTNERSHIP | 1,054 | $23.0M | 0.01% | |
| 237 | SAPSAP SE SPON ADR | 91 | $22.0M | 0.00% | |
| 238 | TLTISHARES 20 YR TREASURY BOND ETF | 244 | $21.0M | 0.00% | |
| 239 | CMCSACOMCAST CORP CL A | 707 | $21.0M | 0.00% | |
| 240 | EFAISHARES MSCI EAFE ETF | 228 | $21.0M | 0.00% | |
| 241 | VGTVANGUARD INFORMATION TECHNOLOGY ETF | 29 | $21.0M | 0.00% | |
| 242 | BABAALIBABA GROUP HOLDING LTD SPONS ADS REPSTG 8 ORD SHS | 137 | $20.0M | 0.00% | |
| 243 | SMRNUSCALE POWER CORP | 1,422 | $20.0M | 0.00% | |
| 244 | AAALCOA CORP | 374 | $19.0M | 0.00% | |
| 245 | DFAXDIMENSIONAL WORLD EX U S CORE EQUITY 2 ETF | 597 | $19.0M | 0.00% | |
| 246 | OXYOSHKOSH CORP | 156 | $19.0M | 0.00% | |
| 247 | DFACDIMENSIONAL U S CORE EQUITY 2 ETF | 474 | $18.0M | 0.00% | |
| 248 | SPOTSPOTIFY TECHNOLOGY SA | 31 | $18.0M | 0.00% | |
| 249 | AMTAMERICAN TOWER CORP NEW | 105 | $18.0M | 0.00% | |
| 250 | EMBISHARES JP MORGAN USD EMERGING MARKETS ETF | 195 | $18.0M | 0.00% | |
| 251 | LQDISHARES IBOXX IBOXX $INVESTMENT GRADE CORP BOND ETF | 157 | $17.0M | 0.00% | |
| 252 | BKRBAKER HUGHES CO | 384 | $17.0M | 0.00% | |
| 253 | WELLWELLTOWER INC | 95 | $17.0M | 0.00% | |
| 254 | VEAVANGUARD FTSE DEVELOPED MARKETS ETF | 276 | $17.0M | 0.00% | |
| 255 | BUGGLOBAL X CYBERSECURITY ETF | 576 | $17.0M | 0.00% | |
| 256 | HYGISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | 221 | $17.0M | 0.00% | |
| 257 | EXASEXACT SCIENCES CORP | 169 | $17.0M | 0.00% | |
| 258 | NTRSNORTHERN TRUST CORP | 124 | $16.0M | 0.00% | |
| 259 | KVUEKENVUE INC | 970 | $16.0M | 0.00% | |
| 260 | BUIBLACKROCK UTILITIES INFRASTRUCTURE & POWER OPPORTUNITIES TRUST | 658 | $16.0M | 0.00% | |
| 261 | LVLNSPDR S&P REGIONAL BANKING ETF | 255 | $16.0M | 0.00% | |
| 262 | MPMP MATERIALS CORP | 317 | $16.0M | 0.00% | |
| 263 | BMYBRISTOL MYERS SQUIBB COMPANY | 304 | $16.0M | 0.00% | |
| 264 | IXP*ISHARES GLOBAL COMM SERVICES ETF | 137 | $16.0M | 0.00% | |
| 265 | TJXTJX COS INC | 107 | $16.0M | 0.00% | |
| 266 | DFUSDIMENSIONAL U S EQUITY MARKET ETF | 224 | $16.0M | 0.00% | |
| 267 | YUMYUM BRANDS INC | 105 | $15.0M | 0.00% | |
| 268 | ETRENTERGY CORP | 162 | $15.0M | 0.00% | |
| 269 | VDEVANGUARD ENERGY ETF | 125 | $15.0M | 0.00% | |
| 270 | TPLCTIMOTHY PLAN U S LARGE MID CAP CORE ETF | 327 | $14.0M | 0.00% | |
| 271 | KDPKEURIG DR PEPPER INC | 509 | $14.0M | 0.00% | |
| 272 | MAGAPOINT BRIDGE AMERICA FIRST ETF | 277 | $14.0M | 0.00% | |
| 273 | BXBLACKSTONE INC | 95 | $14.0M | 0.00% | |
| 274 | BMTABRITISH AMERN TOBACCO PLC SPONS ADR 25P | 262 | $14.0M | 0.00% | |
| 275 | 8CWCROWN CASTLE INC | 150 | $13.0M | 0.00% | |
| 276 | ZBHZIMMER BIOMET HOLDINGS INC | 150 | $13.0M | 0.00% | |
| 277 | SIRISIRIUSXM HOLDINGS INC | 663 | $13.0M | 0.00% | |
| 278 | ADIANALOG DEVICES INC | 50 | $13.0M | 0.00% | |
| 279 | COPXGLOBAL X COPPER MINERS ETF | 187 | $13.0M | 0.00% | |
| 280 | ENBENBRIDGE INC | 279 | $13.0M | 0.00% | |
| 281 | XLYSTATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | 111 | $13.0M | 0.00% | |
| 282 | FXGFIRST TRUST CONSUMER STAPLES ALPHADEX ETF | 222 | $13.0M | 0.00% | |
| 283 | DOVDOVER CORP | 67 | $13.0M | 0.00% | |
| 284 | SPSBSTATE STREET SPDR PORTFOLIO SHORT TERM CORP BOND ETF | 453 | $13.0M | 0.00% | |
| 285 | WBDWARNER BROS DISCOVERY INC SER A | 475 | $13.0M | 0.00% | |
| 286 | CLCOLGATE-PALMOLIVE COMPANY | 176 | $13.0M | 0.00% | |
| 287 | DYHTARGET CORP | 134 | $13.0M | 0.00% | |
| 288 | HMCHONDA MOTOR LTD ADR REPSTG 3 ORD | 462 | $13.0M | 0.00% | |
| 289 | NUENUCOR CORP | 74 | $12.0M | 0.00% | |
| 290 | ONONON HOLDING AG CL A | 271 | $12.0M | 0.00% | |
| 291 | DDOMINION ENERGY INC | 221 | $12.0M | 0.00% | |
| 292 | EADSYAIRBUS SE ADR | 209 | $12.0M | 0.00% | |
| 293 | A4SAMERIPRISE FINANCIAL INC | 23 | $11.0M | 0.00% | |
| 294 | KRKROGER CO | 187 | $11.0M | 0.00% | |
| 295 | APDAIR PRODUCTS & CHEMICALS INC | 46 | $11.0M | 0.00% | |
| 296 | FDIFFIDELITY DISRUPTORS ETF | 308 | $11.0M | 0.00% | |
| 297 | PFFISHARES PREFERRED & INCOME SECS ETF | 377 | $11.0M | 0.00% | |
| 298 | STXSEAGATE TECHNOLOGY HOLDINGS PUBLIC LTD CO | 41 | $11.0M | 0.00% | |
| 299 | EWWISHARES MSCI MEXICO ETF | 172 | $11.0M | 0.00% | |
| 300 | TPRTAPESTRY INC | 92 | $11.0M | 0.00% |