CIK 1585822
Winch Advisory Services, LLC
Institutional 13F holdings & portfolio
Holdings
519
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 519
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AMD | ADVANCED MICRO DEVICES INC | 5K | $1M+ | SH |
| VCSH | VANGUARD SHORT TERM CORP BOND ETF | 12K | $500K+ | SH |
| USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BD ETF | 25K | $500K+ | SH |
| PYPL | PAYPAL HOLDINGS INC | 16K | $500K+ | SH |
| GLD | SPDR GOLD TRUST GOLD SHARES | 2K | $500K+ | SH |
| MDT | MEDTRONIC PLC | 9K | $500K+ | SH |
| SBUX | STARBUCKS CORP | 10K | $500K+ | SH |
| WEC | WEC ENERGY GROUP INC | 8K | $500K+ | SH |
| AGGY | WISDOMTREE YIELD ENHANCED U S AGGREGATE BOND ETF | 19K | $500K+ | SH |
| MU | MICRON TECHNOLOGY INC | 3K | $500K+ | SH |
| XOM | EXXON MOBIL CORP | 7K | $500K+ | SH |
| LMT | LOCKHEED MARTIN CORP | 2K | $500K+ | SH |
| SPTS | STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF | 25K | $500K+ | SH |
| KLAC | KLA CORP | 592 | $500K+ | SH |
| JNJ | JOHNSON & JOHNSON | 3K | $500K+ | SH |
| NKE | NIKE INC CL B | 11K | $500K+ | SH |
| IAU | ISHARES GOLD TRUST ETF | 8K | $500K+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD SPON ADR | 2K | $500K+ | SH |
| VFH | VANGUARD FINANCIALS ETF | 4K | $500K+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 2K | $500K+ | SH |
| MMM | 3M COMPANY | 4K | $500K+ | SH |
| VHT | VANGUARD HEALTH CARE ETF | 2K | $500K+ | SH |
| AVGO | BROADCOM INC | 1K | $500K+ | SH |
| LRCX | LAM RESEARCH CORP | 3K | $500K+ | SH |
| SHAG | WISDOMTREE YIELD ENHANCED U S SHORT TERM AGGREGATE BD ETF | 10K | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC | 6K | $100K–$500K | SH |
| BP | BP PLC SPON ADR | 13K | $100K–$500K | SH |
| PFE | PFIZER INC | 17K | $100K–$500K | SH |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | 7K | $100K–$500K | SH |
| DE | DEERE & CO | 839 | $100K–$500K | SH |
| T | AT&T INC | 15K | $100K–$500K | SH |
| VAW | VANGUARD MATERIALS ETF | 2K | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 1K | $100K–$500K | SH |
| VOO | VANGUARD S&P 500 INDEX ETF | 590 | $100K–$500K | SH |
| ROP | ROPER TECHNOLOGIES INC | 779 | $100K–$500K | SH |
| VIS | VANGUARD INDUSTRIALS ETF | 1K | $100K–$500K | SH |
| VYM | VANGUARD HIGH DIVIDEND YIELD ETF | 2K | $100K–$500K | SH |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 2K | $100K–$500K | SH |
| SLV | ISHARES SILVER TRUST | 4K | $100K–$500K | SH |
| WFC | WELLS FARGO & CO | 3K | $100K–$500K | SH |
| VTV | VANGUARD VALUE ETF | 1K | $100K–$500K | SH |
| F | FORD MOTOR CO | 18K | $100K–$500K | SH |
| ULST | STATE STREET ULTRA SHORT TERM BOND ETF | 6K | $100K–$500K | SH |
| WM | WASTE MANAGEMENT INC DEL | 1K | $100K–$500K | SH |
| SPYV | STATE STREET SPDR S&P 500 VALUE ETF | 4K | $100K–$500K | SH |
| ACVF | AMERICAN CONSERVATIVE VALUES ETF | 4K | $100K–$500K | SH |
| LNG | CHENIERE ENERGY INC | 1K | $100K–$500K | SH |
| AGNC | AGNC INVESTMENT CORP | 19K | $100K–$500K | SH |
| ITA | ISHARES U S AEROSPACE & DEFENSE ETF | 921 | $100K–$500K | SH |
| DIA | SPDR DOW JONES INDUSTRIAL AVERAGE ETF | 391 | $100K–$500K | SH |