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)

StockValue
UAUNDER ARMOUR INC CL C
$2.0M
IWCISHARES MICROCAP ETF
$2.0M
CDNSCADENCE DESIGN SYSTEMS INC
$2.0M
DFATDIMENSIONAL U S TARGET VALUE ETF
$2.0M
LHXL3HARRIS TECHNOLOGIES INC
$2.0M
HIIHUNTINGTON INGALLS INDUSTRIES INC
$2.0M
BIDUNBAIDU INC SPON ADR REPSTG ORD SHS CL A
$2.0M
PCARPACCAR INC
$2.0M
QCLNFIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX ETF
$2.0M
TROWT ROWE PRICE GROUP INC
$2.0M
UTHUNITED THERAPEUTICS CORP
$2.0M
ZNOGZION OIL & GAS INC
$2.0M
RIVNRIVIAN AUTOMOTIVE INC CL A
$2.0M
TOSTTOAST INC CL A
$2.0M
ESEVERSOURCE ENERGY
$2.0M
OPENOPENDOOR TECHNOLOGIES INC
$2.0M
CALFPACER U S SMALL CAP CASH COWS ETF
$2.0M
CTRACOTERRA ENERGY INC
$2.0M
DKNGDRAFTKINGS INC CL A
$2.0M
PSPINVESCO GLOBAL LISTED PRIVATE EQUITY ETF
$2.0M
DHRB&G FOODS INC
$2.0M
W3UWESTERN UNION CO
$2.0M
HOGHARLEY DAVIDSON INC
$2.0M
QSQUANTUMSCAPE CORP CL A
$1.0M
MFCMANULIFE FINANCIAL CORP
$1.0M
KTBKONTOOR BRANDS INC
$1.0M
MTWMANITOWOC COMPANY INC
$1.0M
TISITEAM INC
$1.0M
SNOWSNOWFLAKE INC
$1.0M
SOLSSOLSTICE ADVANCED MATERIALS INC
$1.0M
DELLDELL TECHNOLOGIES INC CL C
$1.0M
GWLLYGREAT WALL MOTOR CO LTD ADR
$1.0M
MATVMATIV HOLDINGS INC
$1.0M
MJAMPLIFY ALTERNATIVE HARVEST ETF
$1.0M
IFNNYINFINEON TECHNOLOGIES AG SPONSORED ADR
$1.0M
NVSNNOVARTIS AG SPON ADR
$1.0M
SCZSEA LTD ADR
$1.0M
ACGLARCH CAPITAL GROUP LTD
$1.0M
ONON SEMICONDUCTOR CORP
$1.0M
IMOSCHIPMOS TECHNOLOGIES INC SPON ADR
$1.0M
ACHRARCHER AVIATION INC CL A
$1.0M
NVECNVE CORP
$1.0M
NMAXNEWSMAX INC CL B
$1.0M
PTONPELOTON INTERACTIVE INC CL A
$1.0M
CLXCLOROX COMPANY
$1.0M
HRTXHERON THERAPEUTICS INC
$1.0M
SFMSPROUTS FARMERS MARKET INC
$1.0M
BYD CO LTD SHS H
$1.0M
VODVODAFONE GROUP PLC NEW SPON ADR NO PAR
$1.0M
PCRHYPANASONIC HOLDINGS CORP ADR
$1.0M
BCYCBICYCLE THERAPEUTICS PLC SPON ADS REPSTG 1 SHS
$1.0M
STLASTELLANTIS N V
$1.0M
ASBASSOCIATED BANC CORP
$1.0M
SONYSONY GROUP CORP ADR
$1.0M
RCLROYAL CARIBBEAN GROUP
$1.0M
BLDRBUILDERS FIRSTSOURCE INC
$1.0M
BWXTBWX TECHNOLOGIES INC
$1.0M
EZAISHARES MSCI SOUTH AFRICA ETF
$1.0M
UNMUNUM GROUP
$1.0M
DNAGINKGO BIOWORKS HOLDINGS INC CL A
$0
OPENZOPENDOOR WTS EXP 11/20/26 TECHNOLOGIES INC SER Z
$0
AVNSAVANOS MEDICAL INC
$0
NVONOVO NORDISK AS ADR
$0
SPWRQSUNPOWER CORP
$0
SEIISHARING ECONOMY INTL INC
$0
GANFENG LITHIUM GROUP CO LTD SHS H
$0
CBISEURCANNABIS SCIENCE INC
$0
SOTGYSUNNY OPTICAL TECH GRP COMPANY LTD ADR
$0
DOGPDOGECOIN CASH INC
$0
WALGREENS BOOTS ALLIANCE INC CONTINGENT VALUE RIGHTS
$0
KPLTKATAPULT HOLDINGS INC
$0
CNNXFCANNAMERICA BRANDS CORP
$0
TMCTMC THE METALS CO INC
$0
WOLF*WOLFSPEED INC DEL
$0
MUSAMURPHY USA INC
$0
DDD3D SYSTEMS CORP DEL
$0
DNPDNP SELECT INCOME FUND INC
$0
MONOGRAM TECHNOLOGIES CONTINGENT VALUE RIGHTS INC
$0
WNDWSOLARWINDOW TECHNOLOGIES INC
$0
BRCCBRC INC CL A
$0
CSIQCANADIAN SOLAR INC
$0
4DXPLURI INC
$0
SFGYYSONY FINANCIAL GROUP INC ADR
$0
TTWOTAKE-TWO INTERACTIVE SOFTWARE INC
$0
NCLHNORWEGIAN CRUISE LINE HOLDINGS LTD
$0
SNAPSNAP INC CL A
$0
LUCDLUCID DIAGNOSTICS INC
$0
CRRC CORP LTD SHS H
$0
XPEVXPENG INC ADS REPSTG CL A ORD SHS
$0
GEVGE VERNOVA LLC
$0
AMCAMC ENTERTAINMENT HOLDINGS INC CL A
$0
FEYFUELCELL ENERGY INC
$0
SJMSMUCKER JM COMPANY
$0
MRNAMODERNA INC
$0
AMRNAMARIN CORP PLC SPON ADS
$0
WOLFSPEED INC SUBMITTED FOR ESCROW
$0
LUMNLUMEN TECHNOLOGIES INC LA
$0
VERTICAL COMPUTER SYSTEMS INC NEW
$0
DJTWWTRUMP & MEDIA WTS EXP 03/25/29 TECHNOLOGY GROUP CORP
$0
TPICQTPI COMPOSITES INC
$0
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