Winch Advisory Services, LLC Incresed Positions in Q3 2025

Winch Advisory Services, LLC

  • $427 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CGUS
Capital Group Core Equity ETF
2
+ 0.17%
$36.89 - $39.72 $73.8 - $79.4
1.19K $47K
BKR
Baker Hughes CO

Energy
2
+ 0.53%
$38.68 - $50.55 $77.4 - $101
382 $18K
RIO
Rio Tinto PLC

Basic Materials
9
+ 2.42%
$57.66 - $66.01 $519 - $594
381 $25K
BIBL
Northern Lts Fd Tr Iv

ETFs
3
+ 0.25%
$41.43 - $44.43 $124 - $133
1.18K $52K
XLU
Utilities Sector Spdr

ETFs
3
+ 0.54%
$81.14 - $87.32 $243 - $262
554 $48K
HPQ
Hp Inc

Technology
11
+ 1.08%
$24.45 - $29.35 $269 - $323
1.03K $28K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
3
+ 0.31%
$32.02 - $36.34 $96.1 - $109
982 $35K
QCOM
Qualcomm Inc

Technology
2
+ 0.43%
$145.84 - $173.55 $292 - $347
468 $77K
PNC
Pnc Financial Services Group, Inc.

Financial Services
2
+ 1.49%
$185.88 - $207.44 $372 - $415
136 $27K
HBAN
Huntington Bancshares Inc

Financial Services
43
+ 0.93%
$15.87 - $17.88 $682 - $769
4.67K $80K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
72
+ 1.13%
$40.49 - $40.7 $2.92K - $2.93K
6.43K $261K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3
+ 0.54%
$68.24 - $73.73 $205 - $221
559 $41K
COPX
Global X Copper Miners ETF

ETFs
1
+ 0.54%
$42.75 - $59.81 $42.8 - $59.8
187 $11K
VO
Vanguard Mid Cap ETF

ETFs
1
+ 0.51%
$279.83 - $293.74 $280 - $294
199 $58K
TFC
Truist Financial Corp

Financial Services
7
+ 1.0%
$42.83 - $47.07 $300 - $329
704 $32K
XLV
Select Sector Spdr Fund Health

ETFs
2
+ 0.39%
$129.01 - $139.72 $258 - $279
512 $71K
GM
General Motors CO

Consumer Cyclical
14
+ 18.92%
$48.89 - $61.24 $684 - $857
88 $5K
USB
Us Bancorp \De\

Financial Services
6
+ 1.1%
$43.94 - $50.41 $264 - $302
553 $26K
OLN
Olin Corp

Basic Materials
3
+ 0.84%
$18.23 - $26.93 $54.7 - $80.8
361 $9K
SHOP
Shopify Inc.

Technology
10
+ 52.63%
$112.11 - $157.12 $1.12K - $1.57K
29 $4K
PFG
Principal Financial Group Inc

Financial Services
4
+ 0.7%
$75.53 - $82.95 $302 - $332
576 $47K
IVT
Inven Trust Properties Corp.

Real Estate
9
+ 0.8%
$26.7 - $30.06 $240 - $271
1.13K $32K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1
+ 0.21%
$36.04 - $38.78 $36 - $38.8
473 $18K
LLY
Eli Lilly & CO

Healthcare
5
+ 5.1%
$625.65 - $812.69 $3.13K - $4.06K
103 $78K
KRE
Spdr S&P Regional Banking ETF

ETFs
2
+ 0.79%
$58.82 - $66.17 $118 - $132
254 $16K
TJX
Tjx Companies Inc

Consumer Cyclical
1
+ 0.94%
$121.35 - $144.54 $121 - $145
107 $15K
CGXU
Capital Group Intl Focus Equit

ETFs
5
+ 0.56%
$26.49 - $29.62 $132 - $148
903 $26K
KHC
Kraft Heinz CO

Consumer Defensive
43
+ 1.57%
$25.63 - $28.94 $1.1K - $1.24K
2.78K $72K
MRK
Merck & Co., Inc.

Healthcare
1
+ 0.28%
$77.6 - $87.37 $77.6 - $87.4
363 $30K
JCI
Johnson Controls International PLC

Industrials
2
+ 0.49%
$103.24 - $111.73 $206 - $223
413 $45K
SPMD
Spdr Portfolio

ETFs
2
+ 0.31%
$54.43 - $58.29 $109 - $117
638 $36K
IEO
Ishares Tr

ETFs
3
+ 0.66%
$86.38 - $95.74 $259 - $287
460 $42K
ETR
Entergy Corp

Utilities
1
+ 0.63%
$80.93 - $93.55 $80.9 - $93.6
161 $15K
SHEL
Shell PLC

Energy
5
+ 1.06%
$69.82 - $73.93 $349 - $370
476 $34K
DVN
Devon Energy Corp

Energy
1
+ 0.46%
$31.75 - $36.99 $31.8 - $37
218 $7K
VDE
Vanguard Energy ETF

ETFs
1
+ 0.81%
$118.37 - $129.65 $118 - $130
124 $15K
SVAL
Ishares Tr Us Small Cap Value

ETFs
2
+ 0.46%
$30.46 - $34.49 $60.9 - $69
434 $14K
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
TMUS
T Mobile Us, Inc.

Communication Services
1
+ 0.23%
$226.02 - $259.01 $226 - $259
428 $102K
SWBI
Smith & Wesson Brands, Inc.

Industrials
5
+ 1.6%
$7.74 - $9.83 $38.7 - $49.2
317 $3K
SLB
Schlumberger Limited

Energy
2
+ 0.86%
$32.37 - $37.31 $64.7 - $74.6
234 $8K
ISMD
Northern Lts Fd Tr Iv

ETFs
1
+ 0.43%
$35.1 - $39.69 $35.1 - $39.7
236 $9K
DFAX
Dimensional ETF Tr
4
+ 0.68%
$29.25 - $31.56 $117 - $126
593 $18K
EMB
Ishares Tr

ETFs
3
+ 1.59%
$91.52 - $95.59 $275 - $287
192 $18K
ENB
Enbridge Inc

Energy
4
+ 1.48%
$43.79 - $50.46 $175 - $202
275 $13K
ES
Eversource Energy

Utilities
1
+ 2.33%
$62.86 - $71.14 $62.9 - $71.1
44 $3K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
6
+ 2.36%
$20.98 - $26.94 $126 - $162
260 $6K
FDX
Fedex Corp

Industrials
1
+ 1.06%
$217.1 - $243.2 $217 - $243
95 $22K
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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