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
SVAL Ishares Tr Us Small Cap Value	$0	$14,000 0.0% of portfolio	434	Q3 2025 Added 0.46%
FXG First Tr Exchange Traded First	$0	$13,000 0.0% of portfolio	220	Q3 2025 Added 0.92%
XLY Select Sector Spdr Consumer Di	$0	$13,000 0.0% of portfolio	55	Q1 2025 Reduced 49.54%
COPX Global X Copper Miners ETF	$0	$11,000 0.0% of portfolio	187	Q3 2025 Added 0.54%
PFF Ishares Trust Ishares Pfd And	$0	$11,000 0.0% of portfolio	370	Q3 2025 Added 1.37%
VEA Vanguard Ftse Developed Market	$0	$10,000 0.0% of portfolio	176	Q3 2025 New
WWJD Northern Lts Fd Tr Iv Inspire	$0	$10,000 0.0% of portfolio	295	Q3 2025 Added 1.03%
BLES Northern Lts Fd Tr Iv Inspire	$0	$10,000 0.0% of portfolio	236	Q3 2025 Added 1.29%
ISMD Northern Lts Fd Tr Iv	$0	$9,000 0.0% of portfolio	236	Q3 2025 Added 0.43%

EWW Ishares Inc Msci Mexico ETF	$0	$9,000 0.0% of portfolio	169	Q2 2025 Added 1.81%
VOE Vanguard Mid Cap Value Index F	$0	$8,000 0.0% of portfolio	49	Q4 2024 New
IWF Ishares Russell 1000 Gr ETF	$0	$7,000 0.0% of portfolio	15	Q3 2023 New
SCZ Ishares Tr Msci Eafe Small Cap	$0	$6,000 0.0% of portfolio	84	Q4 2024 New
REMX Vaneck ETF Tr Rare Earth/Strat	$0	$5,000 0.0% of portfolio	77	Q4 2024 Added 2.67%
XMHQ Invesco Exchange Traded Fd Tr	$0	$5,000 0.0% of portfolio	54	Q3 2025 Reduced 15.63%
VBK Vanguard Small Cap Growth ETF	$0	$5,000 0.0% of portfolio	18	Q1 2025 Added 125.0%
XLP Consumer Staples Sector Spdr	$0	$5,000 0.0% of portfolio	73	Q4 2024 New
DBEF Xtrackers Msci Eafe Hedged Equ	$0	$5,000 0.0% of portfolio	120	Q2 2024 New

IQDF Flexshares International Quali	$0	$5,000 0.0% of portfolio	201	Q4 2024 New
EMXC Ishares Inc Msci Emerging Mkts	$0	$5,000 0.0% of portfolio	85	Q2 2025 Added 1.19%
GDXJ Vaneck ETF Tr Jr Gold Miners E	$0	$4,000 0.0% of portfolio	42	Q4 2024 Added 5.0%
GDX Vaneck ETF Tr Gold Miners ETF	$0	$4,000 0.0% of portfolio	58	Q4 2023 Added 1.75%
VBR Vanguard Small Cap Value ETF	$0	$4,000 0.0% of portfolio	20	Q4 2024 New
VGK Vanguard Ftse Europe ETF Ftse	$0	$4,000 0.0% of portfolio	52	Q4 2023 Reduced 90.3%
IWB Ishares Tr Russell 1000 ETF	$0	$4,000 0.0% of portfolio	12	Q1 2025 Added 100.0%
NEAR Blackrock Short Maturity Bond	$0	$3,000 0.0% of portfolio	76	Q3 2025 Added 1.33%
SOXX Ishares Semiconductor ETF	$0	$3,000 0.0% of portfolio	12	Q1 2025 New
SCHD Schwab Strategic Tr Us Dividen	$0	$3,000 0.0% of portfolio	124	Q3 2025 Added 21.57%
COWZ Pacer Fds Tr Us Cash Cows 100	$0	$3,000 0.0% of portfolio	58	Q2 2024 Reduced 20.55%
IWC Russell Micro Cap ETF	$0	$2,000 0.0% of portfolio	14	Q4 2024 New
DFAT Dimensional ETF Tr U S Target	$0	$2,000 0.0% of portfolio	44	Q3 2025 Added 2.33%
SCHB Schwab Strategic Tr Us Broad M	$0	$2,000 0.0% of portfolio	84	Q2 2025 New
CALF Pacer Fds Tr Pacer Us Small Ca	$0	$2,000 0.0% of portfolio	48	Q2 2024 New
QCLN First Tr Nasdaq Clean Edge Gre	$0	$1,000 0.0% of portfolio	47	Q3 2024 Reduced 74.87%
EZA Ishares Msci South Africa ETF	$0	$1,000 0.0% of portfolio	28	Q3 2019 New
ARKF Ark ETF Tr Fintech Innovation	$0	$0 0.0% of portfolio	9	Q4 2021 New
OILK Proshares Tr K 1 Free Crude Oi	$0	$0 0.0% of portfolio	13	Q3 2022 New
LIT Global X Fds Global X Lithium	$0	$0 0.0% of portfolio	11	Q4 2021 New
FLQH Franklin Templeton Libertyq In	$0	$0 0.0% of portfolio	246	Q2 2024 New
GCOW Pacer Fds Tr Global Cash Cows	$0	$0 0.0% of portfolio	18	Q3 2025 New

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