Winch Advisory Services, LLC ETFs

Winch Advisory Services, LLC

$427 Million
Q3 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VWO Vanguard Ftse Emerging Mkts Et	$0	$88,000 0.02% of portfolio	1,629	Q3 2025 Added 0.06%
AGG Ishares Core U.S. Aggregate Bo	$0	$86,000 0.02% of portfolio	864	Q4 2024 Reduced 5.47%
FNDF Schwab Fundamental Intl Large	$0	$75,000 0.02% of portfolio	1,746	Q3 2023 New
SPLG Spdr Portfolio S&P 500 ETF (Ma	$0	$73,000 0.02% of portfolio	943	Q3 2025 Added 0.32%
XLV Select Sector Spdr Fund Health	$0	$71,000 0.02% of portfolio	512	Q3 2025 Added 0.39%
MGK Vanguard Mega Cap Growth ETF	$0	$67,000 0.02% of portfolio	167	Q4 2024 Added 0.6%
CGCP Capital Group Core Plus Income	$0	$65,000 0.02% of portfolio	2,889	Q3 2025 Added 0.94%
CGGR Capital Group Growth ETF Shs C	$0	$64,000 0.01% of portfolio	1,459	Q3 2025 Reduced 0.27%
IUSG Ishares Core S&P U.S Growth Et	$0	$63,000 0.01% of portfolio	384	Q3 2023 New

ITOT Ishares Core S&P Total U.S. St	$0	$60,000 0.01% of portfolio	415	Q3 2025 Added 0.48%
VO Vanguard Mid Cap ETF	$0	$58,000 0.01% of portfolio	199	Q3 2025 Added 0.51%
IJR Ishares Core S&P Sm Cap ETF	$0	$58,000 0.01% of portfolio	496	Q3 2023 New
IXC Ishares Tr Global Energy ETF	$0	$54,000 0.01% of portfolio	1,309	Q1 2025 Reduced 11.67%
JPST Jp Morgan ETF Tr Ultra Short I	$0	$52,000 0.01% of portfolio	1,039	Q3 2023 New
BIBL Northern Lts Fd Tr Iv	$0	$52,000 0.01% of portfolio	1,183	Q3 2025 Added 0.25%
SPIP Spdr Ser Tr Spdr Portfolio Tip	$0	$51,000 0.01% of portfolio	1,967	Q3 2025 Added 1.13%
XLU Utilities Sector Spdr	$0	$48,000 0.01% of portfolio	554	Q3 2025 Added 0.54%
MDY Spdr S&P Midcap 400 ETF Trust	$0	$47,000 0.01% of portfolio	79	Q4 2023 Reduced 48.7%

VOT Vanguard Mid Cap Growth Index	$0	$47,000 0.01% of portfolio	160	Q4 2024 Added 15.11%
ESGV Vanguard World Fd Esg U.S. Sto	$0	$45,000 0.01% of portfolio	387	Q3 2021 Added 37.72%
IEO Ishares Tr	$0	$42,000 0.01% of portfolio	460	Q3 2025 Added 0.66%
SKYY First Trust Cloud Computing Et	$0	$42,000 0.01% of portfolio	314	Q4 2022 Reduced 52.06%
VXUS Vanguard Star Fd Vanguard Tota	$0	$41,000 0.01% of portfolio	559	Q3 2025 Added 0.54%
XME Spdr Ser Tr Spdr S&P Metals &	$0	$40,000 0.01% of portfolio	434	Q3 2025 Reduced 4.41%
ARKK Ark ETF Tr Innovation ETF (De)	$0	$36,000 0.01% of portfolio	420	Q1 2022 Added 0.72%
SPMD Spdr Portfolio	$0	$36,000 0.01% of portfolio	638	Q3 2025 Added 0.31%
PAVE Global X Fds Us Infrastructure	$0	$36,000 0.01% of portfolio	762	Q3 2025 Reduced 7.86%
QQQJ Invesco Exchange Traded Fd Tr	$0	$35,000 0.01% of portfolio	982	Q3 2025 Added 0.31%
VB Vanguard Small Cap ETF	$0	$32,000 0.01% of portfolio	126	Q2 2025 Reduced 18.18%
XLB Select Sector Spdr Fd Material	$0	$32,000 0.01% of portfolio	366	Q3 2025 Added 0.27%
GAL Ssga Active ETF Tr	$0	$27,000 0.01% of portfolio	560	Q3 2025 Added 0.54%
CGXU Capital Group Intl Focus Equit	$0	$26,000 0.01% of portfolio	903	Q3 2025 Added 0.56%
XHB Spdr Series Tr Spdr S&P Homebu	$0	$26,000 0.01% of portfolio	238	Q1 2025 Added 0.42%
XLI Industrial Sector Spdr	$0	$26,000 0.01% of portfolio	169	Q2 2025 Added 0.6%
ACWI Ishares Msci Acwi ETF	$0	$23,000 0.01% of portfolio	169	Q3 2025 Reduced 6.63%
TLT Ishares Barclays 20+ Year Trea	$0	$21,000 0.0% of portfolio	241	Q3 2025 Added 1.26%
EFA Ishares Tr Msci Eafe ETF	$0	$21,000 0.0% of portfolio	228	Q4 2024 New
VGT Vanguard Information Technolog	$0	$21,000 0.0% of portfolio	29	Q1 2024 Added 3.57%
BUG Global X Fds Cybersecurity ETF	$0	$20,000 0.0% of portfolio	576	Q1 2025 Added 0.17%
SPSB Spdr Portfolio Short Term Corp	$0	$18,000 0.0% of portfolio	627	Q3 2025 Reduced 13.87%
EMB Ishares Tr	$0	$18,000 0.0% of portfolio	192	Q3 2025 Added 1.59%
DFAC Dimensional ETF Tr U S Core Eq	$0	$18,000 0.0% of portfolio	473	Q3 2025 Added 0.21%
HYG Ishares Tr	$0	$17,000 0.0% of portfolio	217	Q3 2025 Added 1.4%
LQD Ishares Iboxx $ Investment Gra	$0	$17,000 0.0% of portfolio	155	Q3 2025 Added 1.31%
KRE Spdr S&P Regional Banking ETF	$0	$16,000 0.0% of portfolio	254	Q3 2025 Added 0.79%
DFUS Dimensional ETF Tr U S Equity	$0	$16,000 0.0% of portfolio	223	Q2 2025 Added 0.45%
IXP Ishares Global Comm Services E	$0	$16,000 0.0% of portfolio	137	Q4 2024 New
VDE Vanguard Energy ETF	$0	$15,000 0.0% of portfolio	124	Q3 2025 Added 0.81%
TPLC Timothy Plan U S Large/Mid Cap	$0	$15,000 0.0% of portfolio	326	Q3 2025 Added 0.31%
MAGA ETF Ser Solutions	$0	$14,000 0.0% of portfolio	277	Q2 2022 New

Track This Portfolio

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.