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
LQD
Ishares Iboxx $ Investment Gra

ETFs
2
+ 1.31%
$107.66 - $112.36 $215 - $225
155 $17K
LNT
Alliant Energy Corp

Utilities
1
+ 1.12%
$60.76 - $67.41 $60.8 - $67.4
90 $6K
BLES
Northern Lts Fd Tr Iv Inspire

ETFs
3
+ 1.29%
$40.43 - $42.78 $121 - $128
236 $10K
BTI
British American Tobacco P.L.C.

Consumer Defensive
4
+ 1.57%
$46.69 - $59.27 $187 - $237
258 $13K
GAL
Ssga Active ETF Tr

ETFs
3
+ 0.54%
$46.79 - $49.44 $140 - $148
560 $27K
KNOP
Knot Offshore Partners LP

Industrials
1
+ 0.33%
$6.26 - $9.44 $6.26 - $9.44
306 $2K
DDD
3 D Systems Corp

Technology
311
+ 169.02%
$1.56 - $3.11 $485 - $967
495 $1K
D
Dominion Energy, Inc

Utilities
1
+ 0.46%
$56.32 - $62.1 $56.3 - $62.1
219 $13K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
22
+ 21.57%
$26.38 - $27.95 $580 - $615
124 $3K
CNP
Centerpoint Energy Inc

Utilities
1
+ 0.42%
$35.77 - $39.16 $35.8 - $39.2
238 $9K
PBF
Pbf Energy Inc.

Energy
2
+ 1.43%
$21.68 - $33.56 $43.4 - $67.1
142 $4K
BCML
Bay Com Corp

Financial Services
7
+ 0.68%
$26.75 - $30.77 $187 - $215
1.04K $29K
NTRS
Northern Trust Corp

Financial Services
1
+ 0.81%
$123.6 - $134.6 $124 - $135
124 $16K
BUI
Black Rock Utilities, Infrastructure & Power Opportunities Trust

Financial Services
10
+ 1.63%
$25.57 - $27.37 $256 - $274
624 $16K
Byd CO LTD Shs H
80
+ 200.0%
N/A
120 $0
HYG
Ishares Tr

ETFs
3
+ 1.4%
$79.85 - $81.32 $240 - $244
217 $17K
Kenvue Inc
10
+ 1.05%
N/A
958 $0
YUM
Yum Brands Inc

Consumer Cyclical
1
+ 0.96%
$139.5 - $153.94 $140 - $154
105 $15K
GILD
Gilead Sciences, Inc.

Healthcare
1
+ 0.48%
$108.22 - $120.47 $108 - $120
209 $23K
Gsk PLC Spon Adr
6
+ 1.17%
N/A
518 $0
HOG
Harley Davidson, Inc.

Consumer Cyclical
1
+ 0.75%
$22.95 - $31.03 $23 - $31
134 $3K
CGMS
Capital Grp Core Plus Income E
9.67K
+ 1.3%
N/A
751K $0
FXG
First Tr Exchange Traded First

ETFs
2
+ 0.92%
$61.54 - $65.93 $123 - $132
220 $13K
DFAT
Dimensional ETF Tr U S Target

ETFs
1
+ 2.33%
$53.36 - $59.69 $53.4 - $59.7
44 $2K
XLB
Select Sector Spdr Fd Material

ETFs
1
+ 0.27%
$86.72 - $92.61 $86.7 - $92.6
366 $32K
CTRA
Coterra Energy Inc.

Energy
1
+ 0.98%
$23.09 - $25.45 $23.1 - $25.5
103 $2K
FANG
Diamondback Energy, Inc.

Energy
1
+ 1.49%
$134.53 - $152.5 $135 - $153
68 $9K
Abrdn Asia Pacific Income Fund Inc
63
+ 3.07%
N/A
2.11K $0
WSO
Watsco Inc

Industrials
1
+ 3.45%
$381.94 - $489.97 $382 - $490
30 $12K
WU
Western Union CO

Financial Services
7
+ 3.2%
$7.88 - $8.84 $55.2 - $61.9
226 $1K
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
3
+ 1.03%
$33.76 - $35.55 $101 - $107
295 $10K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
1
+ 0.83%
$42.56 - $49.08 $42.6 - $49.1
122 $5K
Jacobs Solutions Inc
1
+ 0.29%
N/A
344 $0
MFC
Manulife Financial Corp

Financial Services
1
+ 2.08%
$29.9 - $32.34 $29.9 - $32.3
49 $1K
NEAR
Blackrock Short Maturity Bond

ETFs
1
+ 1.33%
$50.8 - $51.32 $50.8 - $51.3
76 $3K
PSA
Public Storage

Real Estate
1
+ 0.65%
$271.94 - $298.09 $272 - $298
154 $44K
Barrick Mining Corp
1
+ 0.43%
N/A
232 $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
Sirius Xm Holdings Inc
8
+ 1.24%
N/A
654 $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
BGS
B&G Foods, Inc.

Consumer Defensive
27
+ 4.23%
$4.0 - $4.72 $108 - $127
665 $2K
MATV
Schweitzer Mauduit International Inc

Basic Materials
1
+ 0.62%
$6.26 - $12.74 $6.26 - $12.7
162 $1K
Lam Research Corp
3
+ 0.09%
N/A
3.33K $0
TLT
Ishares Barclays 20+ Year Trea

ETFs
3
+ 1.26%
$85.01 - $90.35 $255 - $271
241 $21K
BMY
Bristol Myers Squibb CO

Healthcare
4
+ 1.35%
$43.31 - $48.98 $173 - $196
300 $13K
DMLP
Dorchester Minerals, L.P.

Energy
25
+ 2.5%
$24.12 - $27.96 $603 - $699
1.03K $26K
KMI
Kinder Morgan, Inc.

Energy
12
+ 1.06%
$26.23 - $28.5 $315 - $342
1.15K $32K
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
Track This Portfolio

Track Winch Advisory Services, LLC Portfolio

Follow Winch Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Winch Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Winch Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email