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 301–350 of 519
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| UBS | UBS GROUP AG | 233 | $1K–$15K | SH |
| QQQI | NEOS NASDAQ 100 HIGH INCOME ETF | 199 | $1K–$15K | SH |
| CYBR | CYBER ARK SOFTWARE LTD | 24 | $1K–$15K | SH |
| UUUU | ENERGY FUELS INC | 735 | $1K–$15K | SH |
| — | NESTLE S A SPON ADR REPSTG REG SHS | 108 | $1K–$15K | SH |
| AMTM | AMENTUM HOLDINGS INC | 365 | $1K–$15K | SH |
| BLES | INSPIRE GLOBAL HOPE ETF | 238 | $1K–$15K | SH |
| FANG | DIAMONDBACK ENERGY INC | 68 | $1K–$15K | SH |
| EW | EDWARDS LIFESCIENCES CORP | 120 | $1K–$15K | SH |
| DEO | DIAGEO PLC SPON ADR | 118 | $1K–$15K | SH |
| B | BARRICK MINING CORP | 233 | $1K–$15K | SH |
| NU | NU HOLDINGS LTD CL A | 600 | $1K–$15K | SH |
| WSO | WATSCO INC CL A | 30 | $1K–$15K | SH |
| BUD | ANHEUSER BUSCH INBEV SA/NV | 154 | $1K–$15K | SH |
| FE | FIRSTENERGY CORP | 219 | $1K–$15K | SH |
| PRU | PRUDENTIAL FINANCIAL INC | 86 | $1K–$15K | SH |
| DIVI | FRANKLIN INTL CORE DIVIDEND TILT INDEX ETF | 246 | $1K–$15K | SH |
| CNP | CENTERPOINT ENERGY INC | 240 | $1K–$15K | SH |
| ISMD | INSPIRE SMALL MIDCAP ETF | 237 | $1K–$15K | SH |
| BSX | BOSTON SCIENTIFIC CORP | 95 | $1K–$15K | SH |
| SLB | SLB LTD | 236 | $1K–$15K | SH |
| — | EWSB BANCORP INC | 1K | $1K–$15K | SH |
| AFL | AFLAC INC | 82 | $1K–$15K | SH |
| CECO | CECO ENVIRONMENTAL CORP | 150 | $1K–$15K | SH |
| CART | MAPLEBEAR INC | 196 | $1K–$15K | SH |
| VST | VISTRA CORP | 54 | $1K–$15K | SH |
| VOE | VANGUARD MID CAP VALUE ETF | 49 | $1K–$15K | SH |
| IPAY | AMPLIFY DIGITAL PAYMENTS ETF | 163 | $1K–$15K | SH |
| GRMN | GARMIN LTD | 41 | $1K–$15K | SH |
| ANET | ARISTA NETWORKS INC | 62 | $1K–$15K | SH |
| DVN | DEVON ENERGY CORP | 220 | $1K–$15K | SH |
| GFL | GFL ENVIRONMENTAL INC SUB VOTING SHARES | 185 | $1K–$15K | SH |
| MKC | MC CORMICK & CO INC NON VOTING | 115 | $1K–$15K | SH |
| USAR | USA RARE EARTH INC | 640 | $1K–$15K | SH |
| OLN | OLIN CORP | 364 | $1K–$15K | SH |
| — | TENCENT HOLDINGS LTD UNSPON ADR | 96 | $1K–$15K | SH |
| ALB | ALBEMARLE CORP | 52 | $1K–$15K | SH |
| HWM | HOWMET AEROSPACE INC | 35 | $1K–$15K | SH |
| STZ | CONSTELLATION BRANDS INC CL A | 52 | $1K–$15K | SH |
| GM | GENERAL MOTORS CO | 88 | $1K–$15K | SH |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 15 | $1K–$15K | SH |
| SMCI | SUPER MICRO COMPUTER INC | 236 | $1K–$15K | SH |
| ABNB | AIRBNB INC CL A | 50 | $1K–$15K | SH |
| ABT | ABBOTT LABORATORIES | 52 | $1K–$15K | SH |
| SCHW | ISHARES MSCI EAFE SMALL CAP ETF | 84 | $1K–$15K | SH |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | 87 | $1K–$15K | SH |
| IQDF | FLEXSHARES INTERNATIONAL QUALITY DIVIDEND INDEX ETF | 201 | $1K–$15K | SH |
| BMI | BADGER METER INC | 34 | $1K–$15K | SH |
| LNT | ALLIANT ENERGY CORP | 91 | $1K–$15K | SH |
| AMAT | APPLIED MATERIALS INC | 23 | $1K–$15K | SH |