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 351–400 of 519
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| YUMC | YUM CHINA HOLDINGS INC | 123 | $1K–$15K | SH |
| REMX | VANECK RARE EARTH STRATEGIC METALS ETF | 78 | $1K–$15K | SH |
| DBEF | XTRACKERS MSCI EAFE HEDGED EQUITY ETF | 120 | $1K–$15K | SH |
| SVAL | ISHARES US SMALL CAP VALUE FACTOR ETF | 167 | $1K–$15K | SH |
| SCHD | SCHWAB CHARLES CORP | 57 | $1K–$15K | SH |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | 73 | $1K–$15K | SH |
| XMHQ | INVESCO S&P MIDCAP QUALITY ETF | 54 | $1K–$15K | SH |
| CMG | CHIPOTLE MEXICAN GRILL INC CL A | 148 | $1K–$15K | SH |
| IONQ | IONQ INC | 122 | $1K–$15K | SH |
| VBK | VANGUARD SMALL CAP GROWTH ETF | 18 | $1K–$15K | SH |
| IPGP | IPG PHOTONICS CORP | 75 | $1K–$15K | SH |
| GWW | GRAINGER W W INC | 5 | $1K–$15K | SH |
| GDX | VANECK GOLD MINERS ETF | 59 | $1K–$15K | SH |
| GDXJ | VANECK JUNIOR GOLD MINERS ETF | 42 | $1K–$15K | SH |
| QTUM | DEFIANCE QUANTUM ETF | 43 | $1K–$15K | SH |
| SNPS | SYNOPSYS INC | 10 | $1K–$15K | SH |
| SHOP | SHOPIFY INC CL A | 29 | $1K–$15K | SH |
| CCL | CARNIVAL CORP PAIRED CTF 1 COM CARNIVL CRP & 1 TR SH BEN INT P&O PRINCESS | 152 | $1K–$15K | SH |
| IWB | ISHARES RUSSELL 1000 ETF | 12 | $1K–$15K | SH |
| EG | EVEREST GROUP LTD | 13 | $1K–$15K | SH |
| TEL | TE CONNECTIVITY PLC | 19 | $1K–$15K | SH |
| — | XIAOMI CORP CL B | 860 | $1K–$15K | SH |
| VGK | VANGUARD FTSE EUROPE ETF | 52 | $1K–$15K | SH |
| VBR | VANGUARD SMALL CAP VALUE ETF | 20 | $1K–$15K | SH |
| CRWD | CROWDSTRIKE HOLDINGS INC CL A | 9 | $1K–$15K | SH |
| ECL | ECOLAB INC | 16 | $1K–$15K | SH |
| SCHB | SCHWAB U S DIVIDEND EQUITY ETF | 147 | $1K–$15K | SH |
| AZN | ASTRAZENECA PLC SPONSORED ADR | 44 | $1K–$15K | SH |
| SHW | SHERWIN WILLIAMS CO | 12 | $1K–$15K | SH |
| NEAR | ISHARES SHORT DURATION BOND ACTIVE ETF | 77 | $1K–$15K | SH |
| PBF | PBF ENERGY INC CL A | 143 | $1K–$15K | SH |
| AXP | AMERICAN EXPRESS CO | 10 | $1K–$15K | SH |
| SYY | SYSCO CORP | 49 | $1K–$15K | SH |
| SOXX | ISHARES SEMICONDUCTOR ETF | 12 | $1K–$15K | SH |
| COWZ | PACER U S CASH COWS 100 ETF | 58 | $1K–$15K | SH |
| RUM | RUMBLE INC CL A | 530 | $1K–$15K | SH |
| EQIX | EQUINIX INC PAR $0.001 | 4 | $1K–$15K | SH |
| BDX | BECTON DICKINSON & CO | 17 | $1K–$15K | SH |
| ICE | INTERCONTINENTAL EXCHANGE INC | 20 | $1K–$15K | SH |
| — | BYD CO LTD UNSPON ADR | 265 | $1K–$15K | SH |
| KNOP | KNOT OFFSHORE PARTNERS LP COM UNITS REPSTG PARTNERSHIP LTD INT | 307 | $1K–$15K | SH |
| SWBI | SMITH & WESSON BRANDS INC | 321 | $1K–$15K | SH |
| DASH | DOORDASH INC CL A | 14 | $1K–$15K | SH |
| — | HIGHLANDS REIT INC | 10K | $1K–$15K | SH |
| RGR | STURM RUGER & CO INC | 94 | $1K–$15K | SH |
| ADP | AUTOMATIC DATA PROCESSING INC | 12 | $1K–$15K | SH |
| DHR | DANAHER CORP | 13 | $1K–$15K | SH |
| FDS | FACTSET RESEARCH SYSTEMS INC | 10 | $1K–$15K | SH |
| ES | EVERSOURCE ENERGY | 44 | $1K–$15K | SH |
| BGS | B&G FOODS INC | 694 | $1K–$15K | SH |