Winch Advisory Services, LLC Purchases in Q3 2025

Winch Advisory Services, LLC

  • $427 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MO
Altria Group, Inc.

Consumer Defensive
188
+ 8.83%
$57.75 - $67.68 $10.9K - $12.7K
2.32K $153K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 0.18%
$567.77 - $614.76 $568 - $615
555 $339K
VHT
Vanguard Health Care ETF

ETFs
9
+ 0.47%
$239.12 - $259.95 $2.15K - $2.34K
1.94K $504K
F
Ford Motor CO

Consumer Cyclical
192
+ 1.02%
$10.82 - $12.09 $2.08K - $2.32K
19.1K $228K
GS
Goldman Sachs Group Inc

Financial Services
28
New
$696.56 - $806.32 $19.5K - $22.6K
28 $22K
VAW
Vanguard Materials ETF

ETFs
7
+ 0.39%
$193.21 - $210.15 $1.35K - $1.47K
1.8K $369K
ITA
Ishares Tr

ETFs
3
+ 0.34%
$184.73 - $209.26 $554 - $628
897 $187K
TXN
Texas Instruments Inc

Technology
95
+ 1.32%
N/A
7.3K $1.42M
OXY
Occidental Petroleum Corp

Energy
155
+ 7.06%
$42.54 - $48.1 $6.59K - $7.46K
2.35K $111K
CSCO
Cisco Systems, Inc.

Technology
297
+ 22.48%
$66.2 - $71.79 $19.7K - $21.3K
1.62K $110K
VIG
Vanguard Dividend Appreciation

ETFs
99
+ 15.09%
N/A
755 $137K
VIS
Vanguard Industrial ETF

ETFs
3
+ 0.27%
$281.0 - $296.29 $843 - $889
1.11K $328K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
172
+ 4.42%
$39.8 - $42.86 $6.85K - $7.37K
4.07K $174K
MPC
Marathon Petroleum Corp

Energy
2
+ 0.36%
$158.59 - $198.69 $317 - $397
552 $106K
PANW
Palo Alto Networks Inc

Technology
73
+ 96.05%
$167.06 - $208.19 $12.2K - $15.2K
149 $30K
BOTZ
Global X Fds

ETFs
12
+ 0.25%
$32.14 - $35.96 $386 - $432
4.91K $173K
IWM
Ishares Russell 2000 ETF

ETFs
1
+ 0.2%
$214.92 - $244.84 $215 - $245
503 $121K
VTV
Vanguard Value ETF

ETFs
3
+ 0.23%
$175.51 - $186.57 $527 - $560
1.31K $243K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
96
+ 0.94%
$78.96 - $80.04 $7.58K - $7.68K
10.3K $825K
MP
Mp Materials Corp.

Basic Materials
180
New
$30.03 - $77.13 $5.41K - $13.9K
180 $12K
WFC
Wells Fargo & Company

Financial Services
14
+ 0.51%
$77.05 - $85.16 $1.08K - $1.19K
2.78K $233K
MMM
3 M CO

Industrials
1
+ 0.03%
$144.41 - $160.2 $144 - $160
3.57K $553K
INTC
Intel Corp

Technology
95
+ 14.44%
$19.31 - $35.5 $1.83K - $3.37K
753 $25K
VEA
Vanguard Ftse Developed Market

ETFs
176
New
$56.02 - $60.3 $9.86K - $10.6K
176 $10K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.26%
$435.72 - $463.74 $436 - $464
391 $181K
XLC
Select Sector Spdr Tr Communic

ETFs
3
+ 0.31%
$105.99 - $119.41 $318 - $358
956 $113K
ACVF
ETF Opportunities Tr American

ETFs
6
+ 0.14%
$47.19 - $49.42 $283 - $297
4.35K $214K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2
+ 1.48%
$103.83 - $179.9 $208 - $360
137 $24K
PEP
Pepsico Inc

Consumer Defensive
14
+ 1.65%
$133.81 - $152.16 $1.87K - $2.13K
864 $121K
WBD
Warner Bros. Discovery, Inc.

Communication Services
475
New
$10.78 - $19.82 $5.12K - $9.41K
475 $9K
SPYG
Spdr Portfolio

ETFs
1
+ 0.11%
$94.33 - $105.31 $94.3 - $105
944 $98K
LNG
Cheniere Energy, Inc.

Energy
71
+ 6.98%
$222.68 - $244.28 $15.8K - $17.3K
1.09K $255K
DD
Du Pont De Nemours, Inc.

Basic Materials
4
+ 0.5%
$69.9 - $78.26 $280 - $313
805 $62K
CGDV
Capital Group Divid Value ETF

ETFs
2
+ 0.07%
$39.59 - $42.21 $79.2 - $84.4
2.79K $117K
BAC
Bank Of America Corp

Financial Services
8
+ 0.47%
$44.92 - $52.42 $359 - $419
1.71K $88K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1
+ 0.06%
$49.43 - $54.52 $49.4 - $54.5
1.63K $88K
XLE
Energy Sector Spdr

ETFs
13
+ 0.83%
$84.25 - $91.99 $1.1K - $1.2K
1.59K $141K
COP
Conocophillips

Energy
10
+ 0.71%
$91.0 - $98.99 $910 - $990
1.42K $134K
WPC
W. P. Carey Inc.

Real Estate
19
+ 1.45%
$61.29 - $68.7 $1.16K - $1.31K
1.33K $89K
SPTS
Spdr Portfolio Short Term Trea

ETFs
204
+ 0.82%
$29.12 - $29.34 $5.94K - $5.99K
24.9K $731K
PG
Procter & Gamble CO

Consumer Defensive
309
+ 4.2%
$150.47 - $161.22 $46.5K - $49.8K
7.66K $1.18M
MAIN
Main Street Capital Corp

Financial Services
15
+ 1.47%
$59.28 - $67.54 $889 - $1.01K
1.04K $65K
AA
Alcoa Corp

Basic Materials
141
+ 106.82%
$28.4 - $33.85 $4K - $4.77K
273 $8K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3
+ 0.32%
$72.65 - $78.68 $218 - $236
943 $73K
UUUU
Energy Fuels Inc

Energy
355
New
$5.59 - $17.26 $1.98K - $6.13K
355 $5K
NIC
Nicolet Bankshares Inc

Financial Services
1
+ 0.2%
$125.31 - $140.41 $125 - $140
512 $68K
LUV
Southwest Airlines CO

Industrials
183
+ 30.55%
$29.06 - $37.7 $5.32K - $6.9K
782 $24K
UPS
United Parcel Service Inc

Industrials
124
+ 37.35%
$82.58 - $105.54 $10.2K - $13.1K
456 $38K
ITOT
Ishares Core S&P Total U.S. St

ETFs
2
+ 0.48%
$135.0 - $146.02 $270 - $292
415 $60K
Activity Summary
Buys All Purchases 239 New Holdings 18 Increased Positions 221 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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