Winch Advisory Services, LLC ETFs

Winch Advisory Services, LLC

$364 Million
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IXP Ishares Global Comm Services E	$0	$13,000 0.0% of portfolio	137	Q4 2024 New
SVAL Ishares Tr Us Small Cap Value	$0	$13,000 0.0% of portfolio	429	Q4 2024 New
MAGA ETF Ser Solutions	$0	$13,000 0.0% of portfolio	277	Q2 2022 New
PFF Ishares Trust Ishares Pfd And	$0	$11,000 0.0% of portfolio	354	Q4 2024 Added 2.02%
EWW Ishares Inc Msci Mexico ETF	$0	$9,000 0.0% of portfolio	166	Q4 2024 Added 3.11%
WWJD Northern Lts Fd Tr Iv Inspire	$0	$8,000 0.0% of portfolio	291	Q4 2024 Added 1.39%
BLES Northern Lts Fd Tr Iv Inspire	$0	$8,000 0.0% of portfolio	233	Q4 2024 Added 0.87%
EWC Ishares Msci Canada ETF	$0	$8,000 0.0% of portfolio	214	Q4 2024 Added 1.42%
ISMD Northern Lts Fd Tr Iv	$0	$8,000 0.0% of portfolio	234	Q4 2024 Added 0.43%
COPX Global X Copper Miners ETF	$0	$7,000 0.0% of portfolio	184	Q3 2024 Added 0.55%
VOE Vanguard Mid Cap Value Index F	$0	$7,000 0.0% of portfolio	49	Q4 2024 New
IWF Ishares Russell 1000 Gr ETF	$0	$6,000 0.0% of portfolio	15	Q3 2023 New
SCZ Ishares Tr Msci Eafe Small Cap	$0	$5,000 0.0% of portfolio	84	Q4 2024 New
XLP Consumer Staples Sector Spdr	$0	$5,000 0.0% of portfolio	73	Q4 2024 New
XMHQ Invesco Exchange Traded Fd Tr	$0	$5,000 0.0% of portfolio	54	Q2 2024 New
IQDF Flexshares International Quali	$0	$4,000 0.0% of portfolio	201	Q4 2024 New
EMXC Ishares Inc Msci Emerging Mkts	$0	$4,000 0.0% of portfolio	84	Q4 2024 New
DBEF Xtrackers Msci Eafe Hedged Equ	$0	$4,000 0.0% of portfolio	120	Q2 2024 New
IVV Ishares Core S&P 500 ETF	$0	$4,000 0.0% of portfolio	8	Q4 2024 Added 700.0%
REMX Vaneck ETF Tr Rare Earth/Strat	$0	$3,000 0.0% of portfolio	77	Q4 2024 Added 2.67%
COWZ Pacer Fds Tr Us Cash Cows 100	$0	$3,000 0.0% of portfolio	58	Q2 2024 Reduced 20.55%
NEAR Blackrock Short Maturity Bond	$0	$3,000 0.0% of portfolio	74	Q4 2024 Added 1.37%
VGK Vanguard Ftse Europe ETF Ftse	$0	$3,000 0.0% of portfolio	52	Q4 2023 Reduced 90.3%
VBR Vanguard Small Cap Value ETF	$0	$3,000 0.0% of portfolio	20	Q4 2024 New
VBK Vanguard Small Cap Growth ETF	$0	$2,000 0.0% of portfolio	8	Q4 2024 New
SCHD Schwab Strategic Tr Us Dividen	$0	$2,000 0.0% of portfolio	81	Q4 2024 New
CALF Pacer Fds Tr Pacer Us Small Ca	$0	$2,000 0.0% of portfolio	48	Q2 2024 New
DFAT Dimensional ETF Tr U S Target	$0	$2,000 0.0% of portfolio	43	Q4 2024 New
SPDW Spdr Ser Tr Fds Spdr Portfolio	$0	$2,000 0.0% of portfolio	61	Q2 2024 Added 3.39%
IWC Russell Micro Cap ETF	$0	$1,000 0.0% of portfolio	14	Q4 2024 New
IWB Ishares Tr Russell 1000 ETF	$0	$1,000 0.0% of portfolio	6	Q4 2024 Reduced 93.75%
IWR Ishares Russell Mid Cap ETF	$0	$1,000 0.0% of portfolio	13	Q3 2024 New
BATT Amplify Lithium & Battery Tech	$0	$1,000 0.0% of portfolio	210	Q4 2024 Added 3.45%
GDXJ Vaneck ETF Tr Jr Gold Miners E	$0	$1,000 0.0% of portfolio	42	Q4 2024 Added 5.0%
GDX Vaneck ETF Tr Gold Miners ETF	$0	$1,000 0.0% of portfolio	58	Q4 2023 Added 1.75%
EZA Ishares Msci South Africa ETF	$0	$1,000 0.0% of portfolio	28	Q3 2019 New
QCLN First Tr Nasdaq Clean Edge Gre	$0	$1,000 0.0% of portfolio	47	Q3 2024 Reduced 74.87%
IEFA Ishares Tr	$0	$1,000 0.0% of portfolio	18	Q3 2024 New
LIT Global X Fds Global X Lithium	$0	$0 0.0% of portfolio	11	Q4 2021 New
ARKF Ark ETF Tr Fintech Innovation	$0	$0 0.0% of portfolio	9	Q4 2021 New
ICLN Ishares	$0	$0 0.0% of portfolio	45	Q4 2024 Added 2.27%
OILK Proshares Tr K 1 Free Crude Oi	$0	$0 0.0% of portfolio	13	Q3 2022 New
IWN Ishares Russell2000 Val ETF	$0	$0 0.0% of portfolio	4	Q3 2024 New
FLQH Franklin Templeton Libertyq In	$0	$0 0.0% of portfolio	246	Q2 2024 New

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