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 251–300 of 519
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| WELL | WELLTOWER INC | 95 | $15K–$50K | SH |
| BUG | GLOBAL X CYBERSECURITY ETF | 576 | $15K–$50K | SH |
| BKR | BAKER HUGHES CO | 384 | $15K–$50K | SH |
| LQD | ISHARES IBOXX IBOXX $INVESTMENT GRADE CORP BOND ETF | 157 | $15K–$50K | SH |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 276 | $15K–$50K | SH |
| EXAS | EXACT SCIENCES CORP | 169 | $15K–$50K | SH |
| NTRS | NORTHERN TRUST CORP | 124 | $15K–$50K | SH |
| BUI | BLACKROCK UTILITIES INFRASTRUCTURE & POWER OPPORTUNITIES TRUST | 658 | $15K–$50K | SH |
| KVUE | KENVUE INC | 970 | $15K–$50K | SH |
| DFUS | DIMENSIONAL U S EQUITY MARKET ETF | 224 | $15K–$50K | SH |
| IXP | ISHARES GLOBAL COMM SERVICES ETF | 137 | $15K–$50K | SH |
| KRE | SPDR S&P REGIONAL BANKING ETF | 255 | $15K–$50K | SH |
| TJX | TJX COS INC | 107 | $15K–$50K | SH |
| BMY | BRISTOL MYERS SQUIBB COMPANY | 304 | $15K–$50K | SH |
| MP | MP MATERIALS CORP | 317 | $15K–$50K | SH |
| YUM | YUM BRANDS INC | 105 | $15K–$50K | SH |
| VDE | VANGUARD ENERGY ETF | 125 | $15K–$50K | SH |
| ETR | ENTERGY CORP | 162 | $15K–$50K | SH |
| TPLC | TIMOTHY PLAN U S LARGE MID CAP CORE ETF | 327 | $1K–$15K | SH |
| BTI | BRITISH AMERN TOBACCO PLC SPONS ADR 25P | 262 | $1K–$15K | SH |
| BX | BLACKSTONE INC | 95 | $1K–$15K | SH |
| KDP | KEURIG DR PEPPER INC | 509 | $1K–$15K | SH |
| MAGA | POINT BRIDGE AMERICA FIRST ETF | 277 | $1K–$15K | SH |
| CL | COLGATE-PALMOLIVE COMPANY | 176 | $1K–$15K | SH |
| WBD | WARNER BROS DISCOVERY INC SER A | 475 | $1K–$15K | SH |
| SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORP BOND ETF | 453 | $1K–$15K | SH |
| ADI | ANALOG DEVICES INC | 50 | $1K–$15K | SH |
| HMC | HONDA MOTOR LTD ADR REPSTG 3 ORD | 462 | $1K–$15K | SH |
| ZBH | ZIMMER BIOMET HOLDINGS INC | 150 | $1K–$15K | SH |
| COPX | GLOBAL X COPPER MINERS ETF | 187 | $1K–$15K | SH |
| FXG | FIRST TRUST CONSUMER STAPLES ALPHADEX ETF | 222 | $1K–$15K | SH |
| CCI | CROWN CASTLE INC | 150 | $1K–$15K | SH |
| ENB | ENBRIDGE INC | 279 | $1K–$15K | SH |
| SIRI | SIRIUSXM HOLDINGS INC | 663 | $1K–$15K | SH |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | 111 | $1K–$15K | SH |
| TGT | TARGET CORP | 134 | $1K–$15K | SH |
| DOV | DOVER CORP | 67 | $1K–$15K | SH |
| D | DOMINION ENERGY INC | 221 | $1K–$15K | SH |
| ONON | ON HOLDING AG CL A | 271 | $1K–$15K | SH |
| — | AIRBUS SE ADR | 209 | $1K–$15K | SH |
| NUE | NUCOR CORP | 74 | $1K–$15K | SH |
| EWW | ISHARES MSCI MEXICO ETF | 172 | $1K–$15K | SH |
| TPR | TAPESTRY INC | 92 | $1K–$15K | SH |
| PFF | ISHARES PREFERRED & INCOME SECS ETF | 377 | $1K–$15K | SH |
| KR | KROGER CO | 187 | $1K–$15K | SH |
| APD | AIR PRODUCTS & CHEMICALS INC | 46 | $1K–$15K | SH |
| AMP | AMERIPRISE FINANCIAL INC | 23 | $1K–$15K | SH |
| STX | SEAGATE TECHNOLOGY HOLDINGS PUBLIC LTD CO | 41 | $1K–$15K | SH |
| FDIF | FIDELITY DISRUPTORS ETF | 308 | $1K–$15K | SH |
| WWJD | INSPIRE INTERNATIONAL ETF | 299 | $1K–$15K | SH |