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
GILD
Gilead Sciences, Inc.

Healthcare
1
+ 0.48%
$108.22 - $120.47 $108 - $120
209 $23K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
18
New
$38.1 - $40.7 $686 - $733
18 $0
FXG
First Tr Exchange Traded First

ETFs
2
+ 0.92%
$61.54 - $65.93 $123 - $132
220 $13K
Abrdn Asia Pacific Income Fund Inc
63
+ 3.07%
N/A
2.11K $0
PFF
Ishares Trust Ishares Pfd And

ETFs
5
+ 1.37%
$30.67 - $32.13 $153 - $161
370 $11K
SHAG
Wisdomtree Yield Enhanced U.S.
76
+ 0.79%
N/A
9.76K $0
SMR
Nuscale Power Corp

Industrials
48
+ 8.73%
$32.65 - $51.67 $1.57K - $2.48K
598 $21K
Super Micro Computer Inc
48
+ 25.53%
N/A
236 $0
Neos Nasdaq 100 High Income ETF
192
New
N/A
192 $0
Sirius Xm Holdings Inc
8
+ 1.24%
N/A
654 $0
QTUM
ETF Ser Solutions Defiance Qua
43
New
N/A
43 $0
CGMS
Capital Grp Core Plus Income E
9.67K
+ 1.3%
N/A
751K $0
MATV
Schweitzer Mauduit International Inc

Basic Materials
1
+ 0.62%
$6.26 - $12.74 $6.26 - $12.7
162 $1K
ADS.DE
Adidas Ag

Consumer Cyclical
2
New
N/A
2 $0
Byd CO LTD Shs H
80
+ 200.0%
N/A
120 $0
KMI
Kinder Morgan, Inc.

Energy
12
+ 1.06%
$26.23 - $28.5 $315 - $342
1.15K $32K
KR
Kroger CO

Consumer Defensive
1
+ 0.54%
$64.52 - $74.35 $64.5 - $74.4
186 $12K
BYDDY
Byd Company LTD Unsponsored Ad

Consumer Cyclical
221
+ 502.27%
$13.31 - $101.87 $2.94K - $22.5K
265 $3K
DMLP
Dorchester Minerals, L.P.

Energy
25
+ 2.5%
$24.12 - $27.96 $603 - $699
1.03K $26K
PRU
Prudential Financial Inc

Financial Services
1
+ 1.19%
$100.68 - $109.89 $101 - $110
85 $8K
CMCSA
Comcast Corp

Communication Services
5
+ 0.72%
$31.41 - $36.33 $157 - $182
702 $22K
AMT
American Tower Corp

Real Estate
1
+ 0.96%
$192.32 - $232.35 $192 - $232
105 $20K
ASH
Ashland Global Holdings Inc

Basic Materials
4
+ 0.35%
$47.62 - $56.6 $190 - $226
1.14K $54K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
3
+ 0.6%
$25.5 - $35.2 $76.5 - $106
504 $12K
SNDR
Schneider National, Inc.

Industrials
2
+ 0.15%
$21.09 - $26.92 $42.2 - $53.8
1.36K $28K
EOG
Eog Resources Inc

Energy
6
+ 0.74%
$112.12 - $126.1 $673 - $757
813 $91K
PM
Philip Morris International Inc.

Consumer Defensive
3
+ 0.92%
$157.77 - $183.27 $473 - $550
330 $53K
KMB
Kimberly Clark Corp

Consumer Defensive
1
+ 0.06%
$121.72 - $136.77 $122 - $137
1.73K $215K
FCX
Freeport Mcmoran Inc

Basic Materials
10
+ 0.36%
$35.34 - $47.21 $353 - $472
2.75K $107K
NKE
Nike, Inc.

Consumer Cyclical
67
+ 0.49%
$69.24 - $79.24 $4.64K - $5.31K
13.6K $951K
ROP
Roper Technologies Inc

Industrials
26
+ 2.93%
$495.03 - $573.0 $12.9K - $14.9K
913 $455K
SBUX
Starbucks Corp

Consumer Cyclical
123
+ 1.13%
$81.9 - $96.86 $10.1K - $11.9K
11K $930K
COST
Costco Wholesale Corp

Consumer Defensive
148
+ 4.54%
$915.95 - $994.57 $136K - $147K
3.41K $3.15M
KO
Coca Cola CO

Consumer Defensive
493
+ 1.65%
$65.67 - $71.67 $32.4K - $35.3K
30.3K $2.01M
HON
Honeywell International Inc

Industrials
160
+ 2.21%
$207.7 - $240.4 $33.2K - $38.5K
7.4K $1.56M
V
Visa Inc.

Financial Services
51
+ 0.27%
$332.09 - $358.86 $16.9K - $18.3K
18.7K $6.39M
SYK
Stryker Corp

Healthcare
106
+ 0.73%
$368.57 - $403.53 $39.1K - $42.8K
14.5K $5.37M
NFLX
Netflix Inc

Communication Services
54
+ 1.03%
$1147.87 - $1297.18 $62K - $70K
5.27K $6.32M
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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