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 201–250 of 519
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| Q | QNITY ELECTRONICS INC | 402 | $15K–$50K | SH |
| VB | VANGUARD SMALL CAP ETF | 127 | $15K–$50K | SH |
| DD | DUPONT DE NEMOURS INC | 809 | $15K–$50K | SH |
| ARKK | ARK INNOVATION ETF | 420 | $15K–$50K | SH |
| IVT | INVENTRUST PROPERTIES CORP | 1K | $15K–$50K | SH |
| KMI | KINDER MORGAN INC DE | 1K | $15K–$50K | SH |
| BCML | BAYCOM CORP | 1K | $15K–$50K | SH |
| RIO | RIO TINTO PLC SPONSORED ADR | 381 | $15K–$50K | SH |
| VRT | VERTIV HOLDINGS LLC CL A | 185 | $15K–$50K | SH |
| LOW | LOWES COMPANIES INC | 124 | $15K–$50K | SH |
| USB | U S BANCORP DE | 559 | $15K–$50K | SH |
| MSI | MOTOROLA SOLUTIONS INC | 77 | $15K–$50K | SH |
| PLXS | PLEXUS CORP | 200 | $15K–$50K | SH |
| XEL | XCEL ENERGY INC | 398 | $15K–$50K | SH |
| DUK | DUKE ENERGY CORP | 251 | $15K–$50K | SH |
| LUV | SOUTHWEST AIRLINES CO | 707 | $15K–$50K | SH |
| PNC | PNC FINANCIAL SERVICES GROUP INC | 137 | $15K–$50K | SH |
| GAL | STATE STREET GLOBAL ALLOCATION ETF | 567 | $15K–$50K | SH |
| SOLV | SOLVENTUM CORP | 350 | $15K–$50K | SH |
| FDX | FEDEX CORP | 95 | $15K–$50K | SH |
| PANW | PALO ALTO NETWORKS INC | 149 | $15K–$50K | SH |
| HD | HOME DEPOT INC | 79 | $15K–$50K | SH |
| CGXU | CAPITAL GROUP INTL FOCUS EQUITY ETF | 922 | $15K–$50K | SH |
| GE | GE AEROSPACE | 87 | $15K–$50K | SH |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | 170 | $15K–$50K | SH |
| GILD | GILEAD SCIENCES INC | 211 | $15K–$50K | SH |
| LEU | CENTRUS ENERGY CORP CL A | 106 | $15K–$50K | SH |
| IBM | INTL BUSINESS MACHINES CORP | 87 | $15K–$50K | SH |
| GSK | GSK PLC SPON ADR | 523 | $15K–$50K | SH |
| GS | GOLDMAN SACHS GROUP INC | 28 | $15K–$50K | SH |
| XHB | STATE STREET SPDR S&P HOMEBUILDERS ETF | 239 | $15K–$50K | SH |
| DMLP | DORCHESTER MINERALS LTD PARTNERSHIP | 1K | $15K–$50K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 40 | $15K–$50K | SH |
| HPQ | HP INC | 1K | $15K–$50K | SH |
| ACWI | ISHARES MSCI ACWI ETF | 164 | $15K–$50K | SH |
| SAP | SAP SE SPON ADR | 91 | $15K–$50K | SH |
| EFA | ISHARES MSCI EAFE ETF | 228 | $15K–$50K | SH |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | 29 | $15K–$50K | SH |
| TLT | ISHARES 20 YR TREASURY BOND ETF | 244 | $15K–$50K | SH |
| CMCSA | COMCAST CORP CL A | 707 | $15K–$50K | SH |
| SMR | NUSCALE POWER CORP | 1K | $15K–$50K | SH |
| BABA | ALIBABA GROUP HOLDING LTD SPONS ADS REPSTG 8 ORD SHS | 137 | $15K–$50K | SH |
| AA | ALCOA CORP | 374 | $15K–$50K | SH |
| OXY | OSHKOSH CORP | 156 | $15K–$50K | SH |
| DFAX | DIMENSIONAL WORLD EX U S CORE EQUITY 2 ETF | 597 | $15K–$50K | SH |
| DFAC | DIMENSIONAL U S CORE EQUITY 2 ETF | 474 | $15K–$50K | SH |
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS ETF | 195 | $15K–$50K | SH |
| AMT | AMERICAN TOWER CORP NEW | 105 | $15K–$50K | SH |
| SPOT | SPOTIFY TECHNOLOGY SA | 31 | $15K–$50K | SH |
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | 221 | $15K–$50K | SH |