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 151–200 of 519
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ETN | EATON CORP PLC | 214 | $50K–$100K | SH |
| ASH | ASHLAND INC | 1K | $50K–$100K | SH |
| CGCP | CAPITAL GROUP FIXED CORE PLUS INCOME ETF | 3K | $50K–$100K | SH |
| CGGR | CAPITAL GROUP GROWTH ETF | 1K | $50K–$100K | SH |
| IUSG | ISHARES CORE S&P U S GROWTH ETF | 384 | $50K–$100K | SH |
| MAIN | MAIN STREET CAPITAL CORP | 1K | $50K–$100K | SH |
| KHC | KRAFT HEINZ CO | 3K | $50K–$100K | SH |
| NIC | NICOLET BANKSHARES INC | 513 | $50K–$100K | SH |
| ITOT | ISHARES CORE S&P TOTAL U S STOCK MARKET ETF | 414 | $50K–$100K | SH |
| IJR | ISHARES CORE S&P SMALL CAP ETF | 496 | $50K–$100K | SH |
| VO | VANGUARD MID CAP ETF | 200 | $50K–$100K | SH |
| IXC | ISHARE GLOBAL ENERGY ETF | 1K | $50K–$100K | SH |
| CLF | CLEVELAND CLIFFS INC | 4K | $50K–$100K | SH |
| PM | PHILIP MORRIS INTL INC | 333 | $50K–$100K | SH |
| JPST | JPMORGAN ULTRA SHORT INCOME ETF | 1K | $50K–$100K | SH |
| SPIP | STATE STREET SPDR PORTFOLIO TIPS ETF | 2K | $50K–$100K | SH |
| VOT | VANGUARD MID CAP GROWTH ETF | 185 | $50K–$100K | SH |
| XME | STATE STREET SPDR S&P METALS & MINING ETF | 485 | $50K–$100K | SH |
| JCI | JOHNSON CONTROLS INTL PLC | 414 | $15K–$50K | SH |
| PFG | PRINCIPAL FINANCIAL GROUP INC | 557 | $15K–$50K | SH |
| SO | SOUTHERN COMPANY | 556 | $15K–$50K | SH |
| PSA | PUBLIC STORAGE INC | 187 | $15K–$50K | SH |
| GD | GENERAL DYNAMICS CORP | 143 | $15K–$50K | SH |
| CGUS | CAPITAL GROUP CORE EQUITY ETF | 1K | $15K–$50K | SH |
| MDY | SPDR S&P MID CAP 400 ETF | 79 | $15K–$50K | SH |
| XLU | STATE STREET UTILS SELECT SECTOR SPDR ETF | 1K | $15K–$50K | SH |
| ESGV | VANGUARD ESG U S STOCK ETF | 387 | $15K–$50K | SH |
| ITW | ILLINOIS TOOL WORKS INC | 188 | $15K–$50K | SH |
| UPS | UNITED PARCEL SERVICE INC CL B | 463 | $15K–$50K | SH |
| J | JACOBS SOLUTIONS INC | 345 | $15K–$50K | SH |
| BMO | BANK MONTREAL QUEBEC | 350 | $15K–$50K | SH |
| — | INLAND REAL ESTATE INCOME TRUST INC | 3K | $15K–$50K | SH |
| BLK | BLACKROCK FDG INC | 40 | $15K–$50K | SH |
| VXUS | VANGUARD TOTAL INTL STOCK INDEX ETF | 569 | $15K–$50K | SH |
| CMI | CUMMINS INC | 83 | $15K–$50K | SH |
| BLD | TOPBUILD CORP | 100 | $15K–$50K | SH |
| SKYY | FIRST TRUST CLOUD COMPUTING INDEX ETF | 314 | $15K–$50K | SH |
| BIBL | INSPIRE 100 ETF | 882 | $15K–$50K | SH |
| IEO | ISHARES U S OIL & GAS EXPLORATION & PROD ETF | 438 | $15K–$50K | SH |
| MRK | MERCK & COMPANY INC | 364 | $15K–$50K | SH |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | 640 | $15K–$50K | SH |
| IMO | IMPERIAL OIL LTD | 425 | $15K–$50K | SH |
| PAVE | GLOBAL X U S INFRASTRUCTURE DEVELOPMENT ETF | 762 | $15K–$50K | SH |
| QQQJ | INVESCO NASDAQ NEXT GEN 100 ETF | 984 | $15K–$50K | SH |
| SNDR | SCHNEIDER NATL INC WI CL B | 1K | $15K–$50K | SH |
| INTC | INTEL CORP | 966 | $15K–$50K | SH |
| SHEL | SHELL PLC SPONSORED ADR REPSTG ORD SHS | 481 | $15K–$50K | SH |
| TFC | TRUIST FINANCIAL CORP | 712 | $15K–$50K | SH |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | 736 | $15K–$50K | SH |
| FAX | ABRDN ASIA PACIFIC INCOME FUND INC | 2K | $15K–$50K | SH |