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 |
|---|---|---|---|---|---|
| 301 | QQQINEOS NASDAQ 100 HIGH INCOME ETF | 199 | $10.0M | 0.00% | |
| 302 | DEODIAGEO PLC SPON ADR | 118 | $10.0M | 0.00% | |
| 303 | WWJDINSPIRE INTERNATIONAL ETF | 299 | $10.0M | 0.00% | |
| 304 | BBARRICK MINING CORP | 233 | $10.0M | 0.00% | |
| 305 | UBSUBS GROUP AG | 233 | $10.0M | 0.00% | |
| 306 | CYBRCYBER ARK SOFTWARE LTD | 24 | $10.0M | 0.00% | |
| 307 | FANGDIAMONDBACK ENERGY INC | 68 | $10.0M | 0.00% | |
| 308 | NSRGYNESTLE S A SPON ADR REPSTG REG SHS | 108 | $10.0M | 0.00% | |
| 309 | NUNU HOLDINGS LTD CL A | 600 | $10.0M | 0.00% | |
| 310 | AMTMAMENTUM HOLDINGS INC | 365 | $10.0M | 0.00% | |
| 311 | EFRENERGY FUELS INC | 735 | $10.0M | 0.00% | |
| 312 | BLESINSPIRE GLOBAL HOPE ETF | 238 | $10.0M | 0.00% | |
| 313 | EWEDWARDS LIFESCIENCES CORP | 120 | $10.0M | 0.00% | |
| 314 | WSOWATSCO INC CL A | 30 | $10.0M | 0.00% | |
| 315 | FEFIRSTENERGY CORP | 219 | $9.0M | 0.00% | |
| 316 | BUDANHEUSER BUSCH INBEV SA/NV | 154 | $9.0M | 0.00% | |
| 317 | PRUPRUDENTIAL FINANCIAL INC | 86 | $9.0M | 0.00% | |
| 318 | DIVIFRANKLIN INTL CORE DIVIDEND TILT INDEX ETF | 246 | $9.0M | 0.00% | |
| 319 | SLBSLB LTD | 236 | $9.0M | 0.00% | |
| 320 | BSXBOSTON SCIENTIFIC CORP | 95 | $9.0M | 0.00% | |
| 321 | CNPCENTERPOINT ENERGY INC | 240 | $9.0M | 0.00% | |
| 322 | ISMDINSPIRE SMALL MIDCAP ETF | 237 | $9.0M | 0.00% | |
| 323 | EWSBEWSB BANCORP INC | 1,000 | $9.0M | 0.00% | |
| 324 | IPAYAMPLIFY DIGITAL PAYMENTS ETF | 163 | $8.0M | 0.00% | |
| 325 | VSTVISTRA CORP | 54 | $8.0M | 0.00% | |
| 326 | CECOCECO ENVIRONMENTAL CORP | 150 | $8.0M | 0.00% | |
| 327 | GRMNGARMIN LTD | 41 | $8.0M | 0.00% | |
| 328 | VOEVANGUARD MID CAP VALUE ETF | 49 | $8.0M | 0.00% | |
| 329 | DVNDEVON ENERGY CORP | 220 | $8.0M | 0.00% | |
| 330 | AFLAFLAC INC | 82 | $8.0M | 0.00% | |
| 331 | CARTMAPLEBEAR INC | 196 | $8.0M | 0.00% | |
| 332 | ANETARISTA NETWORKS INC | 62 | $8.0M | 0.00% | |
| 333 | TCEHYTENCENT HOLDINGS LTD UNSPON ADR | 96 | $7.0M | 0.00% | |
| 334 | STZCONSTELLATION BRANDS INC CL A | 52 | $7.0M | 0.00% | |
| 335 | OLNOLIN CORP | 364 | $7.0M | 0.00% | |
| 336 | HWMHOWMET AEROSPACE INC | 35 | $7.0M | 0.00% | |
| 337 | GMGENERAL MOTORS CO | 88 | $7.0M | 0.00% | |
| 338 | MCXMC CORMICK & CO INC NON VOTING | 115 | $7.0M | 0.00% | |
| 339 | IWFISHARES RUSSELL 1000 GROWTH ETF | 15 | $7.0M | 0.00% | |
| 340 | ALBALBEMARLE CORP | 52 | $7.0M | 0.00% | |
| 341 | GFLGFL ENVIRONMENTAL INC SUB VOTING SHARES | 185 | $7.0M | 0.00% | |
| 342 | USARUSA RARE EARTH INC | 640 | $7.0M | 0.00% | |
| 343 | IQDFFLEXSHARES INTERNATIONAL QUALITY DIVIDEND INDEX ETF | 201 | $6.0M | 0.00% | |
| 344 | EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF | 87 | $6.0M | 0.00% | |
| 345 | SMCISUPER MICRO COMPUTER INC | 236 | $6.0M | 0.00% | |
| 346 | ABNBAIRBNB INC CL A | 50 | $6.0M | 0.00% | |
| 347 | SCHWISHARES MSCI EAFE SMALL CAP ETF | 84 | $6.0M | 0.00% | |
| 348 | ABTABBOTT LABORATORIES | 52 | $6.0M | 0.00% | |
| 349 | VBKVANGUARD SMALL CAP GROWTH ETF | 18 | $5.0M | 0.00% | |
| 350 | BMIBADGER METER INC | 34 | $5.0M | 0.00% | |
| 351 | YUMCYUM CHINA HOLDINGS INC | 123 | $5.0M | 0.00% | |
| 352 | XMHQINVESCO S&P MIDCAP QUALITY ETF | 54 | $5.0M | 0.00% | |
| 353 | IONQIONQ INC | 122 | $5.0M | 0.00% | |
| 354 | GDXVANECK GOLD MINERS ETF | 59 | $5.0M | 0.00% | |
| 355 | SVALISHARES US SMALL CAP VALUE FACTOR ETF | 167 | $5.0M | 0.00% | |
| 356 | XLFISTATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | 73 | $5.0M | 0.00% | |
| 357 | CMGCHIPOTLE MEXICAN GRILL INC CL A | 148 | $5.0M | 0.00% | |
| 358 | LNTALLIANT ENERGY CORP | 91 | $5.0M | 0.00% | |
| 359 | GWWGRAINGER W W INC | 5 | $5.0M | 0.00% | |
| 360 | IPGPIPG PHOTONICS CORP | 75 | $5.0M | 0.00% | |
| 361 | REMXVANECK RARE EARTH STRATEGIC METALS ETF | 78 | $5.0M | 0.00% | |
| 362 | AMATAPPLIED MATERIALS INC | 23 | $5.0M | 0.00% | |
| 363 | SCHDSCHWAB CHARLES CORP | 57 | $5.0M | 0.00% | |
| 364 | DBEFXTRACKERS MSCI EAFE HEDGED EQUITY ETF | 120 | $5.0M | 0.00% | |
| 365 | SHWSHERWIN WILLIAMS CO | 12 | $4.0M | 0.00% | |
| 366 | SCHBSCHWAB U S DIVIDEND EQUITY ETF | 147 | $4.0M | 0.00% | |
| 367 | VBRVANGUARD SMALL CAP VALUE ETF | 20 | $4.0M | 0.00% | |
| 368 | GDXJVANECK JUNIOR GOLD MINERS ETF | 42 | $4.0M | 0.00% | |
| 369 | CCLCARNIVAL CORP PAIRED CTF 1 COM CARNIVL CRP & 1 TR SH BEN INT P&O PRINCESS | 152 | $4.0M | 0.00% | |
| 370 | CRWDCROWDSTRIKE HOLDINGS INC CL A | 9 | $4.0M | 0.00% | |
| 371 | SHOPSHOPIFY INC CL A | 29 | $4.0M | 0.00% | |
| 372 | AZNASTRAZENECA PLC SPONSORED ADR | 44 | $4.0M | 0.00% | |
| 373 | VGKVANGUARD FTSE EUROPE ETF | 52 | $4.0M | 0.00% | |
| 374 | SNPSSYNOPSYS INC | 10 | $4.0M | 0.00% | |
| 375 | ECLECOLAB INC | 16 | $4.0M | 0.00% | |
| 376 | QTUMDEFIANCE QUANTUM ETF | 43 | $4.0M | 0.00% | |
| 377 | IWBISHARES RUSSELL 1000 ETF | 12 | $4.0M | 0.00% | |
| 378 | REEVEREST GROUP LTD | 13 | $4.0M | 0.00% | |
| 379 | TELTE CONNECTIVITY PLC | 19 | $4.0M | 0.00% | |
| 380 | —XIAOMI CORP CL B | 860 | $4.0M | 0.00% | |
| 381 | RGRSTURM RUGER & CO INC | 94 | $3.0M | 0.00% | |
| 382 | AXPAMERICAN EXPRESS CO | 10 | $3.0M | 0.00% | |
| 383 | RUMRUMBLE INC CL A | 530 | $3.0M | 0.00% | |
| 384 | BYDDYBYD CO LTD UNSPON ADR | 265 | $3.0M | 0.00% | |
| 385 | FDSFACTSET RESEARCH SYSTEMS INC | 10 | $3.0M | 0.00% | |
| 386 | SWSSMITH & WESSON BRANDS INC | 321 | $3.0M | 0.00% | |
| 387 | EQIXEQUINIX INC PAR $0.001 | 4 | $3.0M | 0.00% | |
| 388 | KNOPKNOT OFFSHORE PARTNERS LP COM UNITS REPSTG PARTNERSHIP LTD INT | 307 | $3.0M | 0.00% | |
| 389 | DASHDOORDASH INC CL A | 14 | $3.0M | 0.00% | |
| 390 | SYYSYSCO CORP | 49 | $3.0M | 0.00% | |
| 391 | BDXBECTON DICKINSON & CO | 17 | $3.0M | 0.00% | |
| 392 | ADPAUTOMATIC DATA PROCESSING INC | 12 | $3.0M | 0.00% | |
| 393 | DHRDANAHER CORP | 13 | $3.0M | 0.00% | |
| 394 | HHDSHIGHLANDS REIT INC | 10,000 | $3.0M | 0.00% | |
| 395 | SOXXISHARES SEMICONDUCTOR ETF | 12 | $3.0M | 0.00% | |
| 396 | ICEINTERCONTINENTAL EXCHANGE INC | 20 | $3.0M | 0.00% | |
| 397 | PBFPBF ENERGY INC CL A | 143 | $3.0M | 0.00% | |
| 398 | NEARISHARES SHORT DURATION BOND ACTIVE ETF | 77 | $3.0M | 0.00% | |
| 399 | COWZPACER U S CASH COWS 100 ETF | 58 | $3.0M | 0.00% | |
| 400 | ADSKAUTODESK INC | 7 | $2.0M | 0.00% |