Winch Advisory Services, LLC Reduced Holdings in Q3 2025

Winch Advisory Services, LLC

  • $427 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CRM
Salesforce, Inc.

Technology
-9
- 0.07%
$231.66 - $273.65 $2.08K - $2.46K
12.9K $3.06M
SHV
Ishares Tr

ETFs
-2.69K
- 2.4%
$110.06 - $110.49 $296K - $297K
109K $12M
ADBE
Adobe Inc.

Technology
-3
- 0.05%
$333.65 - $392.1 $1K - $1.18K
6.06K $2.14M
DIS
Walt Disney CO

Communication Services
-76
- 0.43%
$112.25 - $124.0 $8.53K - $9.42K
17.7K $2.03M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-7
- 0.04%
$65.64 - $78.22 $459 - $548
16.6K $1.11M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-777
- 24.34%
$48.34 - $67.22 $37.6K - $52.2K
2.42K $118K
DE
Deere & CO

Industrials
-25
- 2.79%
$457.26 - $524.37 $11.4K - $13.1K
871 $398K
XEL
Xcel Energy Inc

Utilities
-819
- 67.46%
$67.56 - $80.65 $55.3K - $66.1K
395 $31K
AMZN
Amazon Com Inc

Consumer Cyclical
-264
- 0.32%
$211.65 - $238.24 $55.9K - $62.9K
82.2K $18M
WM
Waste Management Inc

Industrials
-48
- 4.27%
$213.88 - $237.1 $10.3K - $11.4K
1.08K $237K
TGT
Target Corp

Consumer Defensive
-148
- 40.55%
$86.56 - $107.43 $12.8K - $15.9K
217 $19K
DOW
Dow Inc.

Basic Materials
-74
- 1.73%
$20.87 - $30.37 $1.54K - $2.25K
4.19K $96K
SO
Southern CO

Utilities
-107
- 16.26%
$90.83 - $96.0 $9.72K - $10.3K
551 $52K
DUK
Duke Energy Corp

Utilities
-73
- 22.74%
$116.31 - $125.93 $8.49K - $9.19K
248 $30K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-101
- 13.87%
$30.02 - $30.29 $3.03K - $3.06K
627 $18K
NVEC
Nve Corp

Technology
-30
- 56.6%
$59.41 - $81.06 $1.78K - $2.43K
23 $1K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-10
- 15.63%
$98.53 - $107.1 $985 - $1.07K
54 $5K
VRT
Vertiv Holdings CO

Industrials
-21
- 10.19%
N/A
185 $16K
WOLF
Wolfspeed, Inc.

Technology
-236
- 99.16%
$0.77 - $28.6 $182 - $6.75K
2 $0
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-49
- 0.12%
$82.38 - $83.0 $4.04K - $4.07K
41.7K $3.46M
ACWI
Ishares Msci Acwi ETF

ETFs
-12
- 6.63%
$128.32 - $138.41 $1.54K - $1.66K
169 $23K
PAVE
Global X Fds Us Infrastructure

ETFs
-65
- 7.86%
$44.02 - $47.63 $2.86K - $3.1K
762 $36K
BA
Boeing CO

Industrials
-14
- 2.7%
$209.79 - $237.38 $2.94K - $3.32K
504 $108K
IMOS
Chipmos Technologies Inc

Technology
-40
- 40.0%
$15.09 - $19.98 $604 - $799
60 $1K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-177
- 4.38%
$52.12 - $55.33 $9.23K - $9.79K
3.87K $213K
MCD
Mcdonalds Corp

Consumer Cyclical
-36
- 2.86%
$291.67 - $316.99 $10.5K - $11.4K
1.22K $371K
CGGR
Capital Group Growth ETF Shs C

ETFs
-4
- 0.27%
$40.2 - $44.58 $161 - $178
1.46K $64K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
-20
- 4.41%
$67.16 - $93.48 $1.34K - $1.87K
434 $40K
MA
Mastercard Inc

Financial Services
-4
- 0.12%
$550.18 - $598.96 $2.2K - $2.4K
3.22K $1.83M
VLO
Valero Energy Corp

Energy
-144
- 11.51%
$131.77 - $175.63 $19K - $25.3K
1.11K $188K
NEE
Nextera Energy Inc

Utilities
-18
- 0.35%
$69.77 - $77.54 $1.26K - $1.4K
5.07K $382K
GLD
Spdr Gold Trust

ETFs
-100
- 4.21%
$300.96 - $355.47 $30.1K - $35.5K
2.27K $807K
MRVL
Marvell Technology, Inc.

Technology
-1.18K
- 2.69%
$62.31 - $84.07 $73.5K - $99.1K
42.7K $3.59M
VTI
Vanguard Total Stock Market Et

ETFs
-51
- 0.49%
$303.93 - $329.86 $15.5K - $16.8K
10.4K $3.4M
RTX
Raytheon Technologies Corp

Industrials
-6
- 0.05%
$144.19 - $167.33 $865 - $1K
11.8K $1.97M
GOOGL
Alphabet Inc.

Communication Services
-150
- 3.43%
$174.36 - $254.72 $26.2K - $38.2K
4.22K $1.03M
SPY
Spdr S&P 500 ETF Trust

ETFs
-38
- 0.53%
$617.65 - $666.84 $23.5K - $25.3K
7.13K $4.75M
C
Citigroup Inc

Financial Services
-14
- 0.04%
$85.57 - $103.49 $1.2K - $1.45K
37.4K $3.79M
MSFT
Microsoft Corp

Technology
-240
- 0.59%
$491.09 - $535.64 $118K - $129K
40.7K $21.1M
AAPL
Apple Inc.

Technology
-853
- 0.76%
$202.38 - $256.87 $173K - $219K
112K $28.5M
NVDA
Nvidia Corp

Technology
-1.35K
- 0.64%
$153.3 - $186.58 $206K - $251K
208K $38.9M
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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