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 101–150 of 519
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF | 852 | $100K–$500K | SH |
| VLO | VALERO ENERGY CORP | 1K | $100K–$500K | SH |
| BOTZ | GLOBAL X ROBOTICS A I ETF | 5K | $100K–$500K | SH |
| KMB | KIMBERLY CLARK CORP | 2K | $100K–$500K | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 4K | $100K–$500K | SH |
| GLTR | ABRDN PHYSICAL PRECIOUS METALS BASKET ETF | 802 | $100K–$500K | SH |
| ABBV | ABBVIE INC | 703 | $100K–$500K | SH |
| OSK | ORACLE CORP | 742 | $100K–$500K | SH |
| CAT | CATERPILLAR INC | 252 | $100K–$500K | SH |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | 3K | $100K–$500K | SH |
| FCX | FREEPORT MCMORAN INC | 3K | $100K–$500K | SH |
| SPDW | SPDR DEVELOPED WORLD EX-US ETF | 3K | $100K–$500K | SH |
| COP | CONOCOPHILLIPS | 1K | $100K–$500K | SH |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | 2K | $100K–$500K | SH |
| ROBO | ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF | 2K | $100K–$500K | SH |
| CSCO | CISCO SYSTEMS INC | 2K | $100K–$500K | SH |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | 2K | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 2K | $100K–$500K | SH |
| PEP | PEPSICO INC | 849 | $100K–$500K | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | 3K | $100K–$500K | SH |
| IWM | ISHARES RUSSELL 2000 ETF | 490 | $100K–$500K | SH |
| AMCR | AMCOR PLC ORD USD 0.01 | 14K | $100K–$500K | SH |
| VVV | VALVOLINE INC | 4K | $100K–$500K | SH |
| IBB | ISHARES BIOTECHNOLOGY ETF | 671 | $100K–$500K | SH |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | 959 | $100K–$500K | SH |
| LLY | ELI LILLY & CO | 103 | $100K–$500K | SH |
| BA | BOEING COMPANY | 504 | $100K–$500K | SH |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | 2K | $100K–$500K | SH |
| SPYG | STATE STREET SPDR S&P 500 GROWTH ETF | 945 | $100K–$500K | SH |
| CEG | CONSTELLATION ENERGY CORP | 285 | $100K–$500K | SH |
| LYB | LYONDELLBASELL INDUSTRIES N V ORD SHS CL A | 2K | $50K–$100K | SH |
| DOW | DOW INC | 4K | $50K–$100K | SH |
| BAC | BANK OF AMERICA CORP | 2K | $50K–$100K | SH |
| NLR | VANECK URANIUM & NUCLEAR ENERGY ETF | 747 | $50K–$100K | SH |
| FIS | FIDELITY NATIONAL INFORMATION SERVICES INC | 1K | $50K–$100K | SH |
| AKRE | PROFESSIONALLY MANAGED AKRE FOCUS ETF | 1K | $50K–$100K | SH |
| MPC | MARATHON PETROLEUM CORP | 553 | $50K–$100K | SH |
| TMUS | T-MOBILE US INC | 430 | $50K–$100K | SH |
| WPC | W P CAREY INC | 1K | $50K–$100K | SH |
| AGG | ISHARES CORE U S AGGREGATE BOND ETF | 864 | $50K–$100K | SH |
| EOG | EOG RESOURCES INC | 820 | $50K–$100K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | 482 | $50K–$100K | SH |
| QCOM | QUALCOMM INC | 471 | $50K–$100K | SH |
| XLV | STATE STREET HEALTHCARE SELECT SECTOR SPDR ETF | 513 | $50K–$100K | SH |
| FNDF | SCHWAB FUNDAMENTAL INTL EQUITY ETF | 2K | $50K–$100K | SH |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | 1K | $50K–$100K | SH |
| SPYM | STATE STREET SPDR PORT S&P 500 ETF | 920 | $50K–$100K | SH |
| HBAN | HUNTINGTON BANCSHARES INC | 4K | $50K–$100K | SH |
| TDG | TRANSDIGM GROUP INC | 52 | $50K–$100K | SH |
| MGK | VANGUARD MEGA CAP GROWTH ETF | 167 | $50K–$100K | SH |