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
BLES
Northern Lts Fd Tr Iv Inspire

ETFs
3
+ 1.29%
$40.43 - $42.78 $121 - $128
236 $10K
SLB
Schlumberger Limited

Energy
2
+ 0.86%
$32.37 - $37.31 $64.7 - $74.6
234 $8K
SHEL
Shell PLC

Energy
5
+ 1.06%
$69.82 - $73.93 $349 - $370
476 $34K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
22
+ 1.13%
$25.83 - $26.47 $568 - $582
1.97K $51K
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
1
+ 0.31%
$44.8 - $46.43 $44.8 - $46.4
326 $15K
BUI
Black Rock Utilities, Infrastructure & Power Opportunities Trust

Financial Services
10
+ 1.63%
$25.57 - $27.37 $256 - $274
624 $16K
CGCP
Capital Group Core Plus Income

ETFs
27
+ 0.94%
$22.27 - $22.95 $601 - $620
2.89K $65K
ISMD
Northern Lts Fd Tr Iv

ETFs
1
+ 0.43%
$35.1 - $39.69 $35.1 - $39.7
236 $9K
IONQ
Ion Q, Inc.

Technology
20
New
$36.79 - $75.14 $736 - $1.5K
20 $1K
DDD
3 D Systems Corp

Technology
311
+ 169.02%
$1.56 - $3.11 $485 - $967
495 $1K
LNT
Alliant Energy Corp

Utilities
1
+ 1.12%
$60.76 - $67.41 $60.8 - $67.4
90 $6K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
6
+ 2.36%
$20.98 - $26.94 $126 - $162
260 $6K
D
Dominion Energy, Inc

Utilities
1
+ 0.46%
$56.32 - $62.1 $56.3 - $62.1
219 $13K
VDE
Vanguard Energy ETF

ETFs
1
+ 0.81%
$118.37 - $129.65 $118 - $130
124 $15K
CNP
Centerpoint Energy Inc

Utilities
1
+ 0.42%
$35.77 - $39.16 $35.8 - $39.2
238 $9K
NTRS
Northern Trust Corp

Financial Services
1
+ 0.81%
$123.6 - $134.6 $124 - $135
124 $16K
GAL
Ssga Active ETF Tr

ETFs
3
+ 0.54%
$46.79 - $49.44 $140 - $148
560 $27K
DVN
Devon Energy Corp

Energy
1
+ 0.46%
$31.75 - $36.99 $31.8 - $37
218 $7K
BCML
Bay Com Corp

Financial Services
7
+ 0.68%
$26.75 - $30.77 $187 - $215
1.04K $29K
KNOP
Knot Offshore Partners LP

Industrials
1
+ 0.33%
$6.26 - $9.44 $6.26 - $9.44
306 $2K
FDX
Fedex Corp

Industrials
1
+ 1.06%
$217.1 - $243.2 $217 - $243
95 $22K
DFAX
Dimensional ETF Tr
4
+ 0.68%
$29.25 - $31.56 $117 - $126
593 $18K
PBF
Pbf Energy Inc.

Energy
2
+ 1.43%
$21.68 - $33.56 $43.4 - $67.1
142 $4K
Walgreens Boots Alliance Inc Contingent Value Rights
454
New
N/A
454 $0
Wolfspeed Inc Submitted For Escrow
238
New
N/A
238 $0
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
3
+ 1.03%
$33.76 - $35.55 $101 - $107
295 $10K
BGS
B&G Foods, Inc.

Consumer Defensive
27
+ 4.23%
$4.0 - $4.72 $108 - $127
665 $2K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
1
+ 0.83%
$42.56 - $49.08 $42.6 - $49.1
122 $5K
BMY
Bristol Myers Squibb CO

Healthcare
4
+ 1.35%
$43.31 - $48.98 $173 - $196
300 $13K
XLB
Select Sector Spdr Fd Material

ETFs
1
+ 0.27%
$86.72 - $92.61 $86.7 - $92.6
366 $32K
WSO
Watsco Inc

Industrials
1
+ 3.45%
$381.94 - $489.97 $382 - $490
30 $12K
Barrick Mining Corp
1
+ 0.43%
N/A
232 $0
WU
Western Union CO

Financial Services
7
+ 3.2%
$7.88 - $8.84 $55.2 - $61.9
226 $1K
YUM
Yum Brands Inc

Consumer Cyclical
1
+ 0.96%
$139.5 - $153.94 $140 - $154
105 $15K
Usa Rare Earth Inc
310
New
N/A
310 $0
TLT
Ishares Barclays 20+ Year Trea

ETFs
3
+ 1.26%
$85.01 - $90.35 $255 - $271
241 $21K
FANG
Diamondback Energy, Inc.

Energy
1
+ 1.49%
$134.53 - $152.5 $135 - $153
68 $9K
Newsmax Inc Cl B
200
New
N/A
200 $0
NEAR
Blackrock Short Maturity Bond

ETFs
1
+ 1.33%
$50.8 - $51.32 $50.8 - $51.3
76 $3K
MFC
Manulife Financial Corp

Financial Services
1
+ 2.08%
$29.9 - $32.34 $29.9 - $32.3
49 $1K
CTRA
Coterra Energy Inc.

Energy
1
+ 0.98%
$23.09 - $25.45 $23.1 - $25.5
103 $2K
Lam Research Corp
3
+ 0.09%
N/A
3.33K $0
Kenvue Inc
10
+ 1.05%
N/A
958 $0
Jacobs Solutions Inc
1
+ 0.29%
N/A
344 $0
DFAT
Dimensional ETF Tr U S Target

ETFs
1
+ 2.33%
$53.36 - $59.69 $53.4 - $59.7
44 $2K
HYG
Ishares Tr

ETFs
3
+ 1.4%
$79.85 - $81.32 $240 - $244
217 $17K
HOG
Harley Davidson, Inc.

Consumer Cyclical
1
+ 0.75%
$22.95 - $31.03 $23 - $31
134 $3K
Gsk PLC Spon Adr
6
+ 1.17%
N/A
518 $0
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
6
New
$14.8 - $15.15 $88.8 - $90.9
6 $0
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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