Winch Advisory Services, LLC Purchases in Q2 2025

Winch Advisory Services, LLC

  • $387 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GBIL
Goldman Sachs Access Treasury

ETFs
18.8K
+ 38.58%
$99.83 - $100.19 $1.88M - $1.89M
67.7K $6.78M
QQQ
Invesco Qqq Trust, Series 1

ETFs
361
+ 3.64%
$416.06 - $551.64 $150K - $199K
10.3K $5.66M
VCIT
Vanguard Intermediate Term Cor

ETFs
5.39K
+ 1.82%
$79.56 - $82.92 $429K - $447K
302K $25.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
482
+ 7.21%
$496.48 - $617.85 $239K - $298K
7.17K $4.43M
C
Citigroup Inc

Financial Services
225
+ 0.61%
$58.13 - $85.12 $13.1K - $19.2K
37.4K $3.18M
VTI
Vanguard Total Stock Market Et

ETFs
25
+ 0.24%
$243.75 - $303.93 $6.09K - $7.6K
10.4K $3.17M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
542
+ 4516.67%
$456.74 - $568.03 $248K - $308K
554 $314K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.24K
+ 1.8%
$34.72 - $42.74 $43.2K - $53.2K
70.3K $3.01M
VUG
Vanguard Growth ETF

ETFs
189
+ 9.92%
$329.49 - $438.4 $62.3K - $82.9K
2.09K $918K
AMD
Advanced Micro Devices Inc

Technology
311
+ 7.48%
$78.21 - $143.81 $24.3K - $44.7K
4.47K $634K
EEM
Ishares Msci Emerging Markets

ETFs
3.26K
+ 5710.53%
$38.52 - $48.28 $125K - $157K
3.31K $159K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.83K
+ 6285.25%
$32.66 - $40.75 $125K - $156K
3.9K $157K
WMT
Walmart Inc.

Consumer Defensive
71
+ 0.58%
$81.79 - $99.98 $5.81K - $7.1K
12.4K $1.21M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
44
+ 2.23%
$141.37 - $228.57 $6.22K - $10.1K
2.01K $456K
KLAC
Kla Corp

Technology
1
+ 0.17%
$576.53 - $902.94 $577 - $903
592 $530K
ASML
Asml Holding Nv

Technology
1
+ 0.11%
$595.37 - $815.24 $595 - $815
880 $705K
VGSH
Vanguard

ETFs
1.28K
+ 0.27%
$58.32 - $58.95 $74.9K - $75.7K
485K $28.5M
UNH
Unitedhealth Group Inc

Healthcare
804
+ 118.93%
$274.35 - $599.47 $221K - $482K
1.48K $461K
AVGO
Broadcom Inc.

Technology
15
+ 1.6%
$146.29 - $275.65 $2.19K - $4.13K
952 $262K
GOOGL
Alphabet Inc.

Communication Services
24
+ 0.55%
$144.7 - $178.6 $3.47K - $4.29K
4.37K $770K
CAT
Caterpillar Inc

Industrials
241
+ 926.92%
$273.94 - $388.21 $66K - $93.6K
267 $103K
MU
Micron Technology Inc

Technology
150
+ 8.19%
$64.72 - $127.91 $9.71K - $19.2K
1.98K $244K
MA
Mastercard Inc

Financial Services
24
+ 0.75%
$479.92 - $590.74 $11.5K - $14.2K
3.22K $1.81M
XLK
Technology Sector Spdr

ETFs
1
+ 0.1%
$179.73 - $253.23 $180 - $253
979 $247K
VFH
Vanguard Financial ETF

ETFs
17
+ 0.38%
$104.87 - $127.3 $1.78K - $2.16K
4.5K $573K
VIS
Vanguard Industrial ETF

ETFs
3
+ 0.27%
$220.04 - $280.07 $660 - $840
1.11K $310K
DE
Deere & CO

Industrials
3
+ 0.34%
$412.99 - $531.48 $1.24K - $1.59K
896 $455K
VIG
Vanguard Dividend Appreciation

ETFs
200
+ 43.86%
N/A
656 $119K
ITA
Ishares Tr

ETFs
1
+ 0.11%
$135.31 - $188.64 $135 - $189
894 $168K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
164
+ 9.2%
$114.78 - $133.31 $18.8K - $21.9K
1.95K $259K
LMT
Lockheed Martin Corp

Industrials
15
+ 1.1%
$430.82 - $486.45 $6.46K - $7.3K
1.38K $636K
DMLP
Dorchester Minerals, L.P.

Energy
1K
New
$26.77 - $30.37 $26.8K - $30.4K
1K $27K
VTV
Vanguard Value ETF

ETFs
105
+ 8.77%
$153.67 - $176.74 $16.1K - $18.6K
1.3K $230K
NEE
Nextera Energy Inc

Utilities
431
+ 9.26%
$64.11 - $75.0 $27.6K - $32.3K
5.09K $353K
WFC
Wells Fargo & Company

Financial Services
14
+ 0.51%
$60.98 - $80.12 $854 - $1.12K
2.77K $221K
VLO
Valero Energy Corp

Energy
148
+ 13.42%
$104.69 - $141.77 $15.5K - $21K
1.25K $168K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
205
+ 0.49%
$82.21 - $83.12 $16.9K - $17K
41.7K $3.46M
SLV
I Shares Silver Trust

ETFs
478
+ 13.74%
$27.08 - $33.74 $12.9K - $16.1K
3.96K $129K
PLTR
Palantir Technologies Inc.

Technology
50
+ 18.52%
$74.01 - $144.25 $3.7K - $7.21K
320 $43K
ETN
Eaton Corp PLC

Industrials
1
+ 0.47%
$246.52 - $356.99 $247 - $357
213 $76K
ACVF
ETF Opportunities Tr American

ETFs
6
+ 0.14%
$38.25 - $47.16 $230 - $283
4.35K $204K
SMR
Nuscale Power Corp

Industrials
223
+ 68.2%
$12.6 - $43.24 $2.81K - $9.64K
550 $21K
F
Ford Motor CO

Consumer Cyclical
222
+ 1.19%
$8.69 - $10.85 $1.93K - $2.41K
18.9K $204K
CLF
Cleveland Cliffs Inc.

Basic Materials
2.31K
+ 131.25%
$5.83 - $8.88 $13.5K - $20.5K
4.07K $30K
LEU
Centrus Energy Corp

Energy
43
+ 68.25%
$54.43 - $208.81 $2.34K - $8.98K
106 $19K
FCX
Freeport Mcmoran Inc

Basic Materials
10
+ 0.37%
$29.15 - $44.46 $292 - $445
2.74K $118K
ORCL
Oracle Corp

Technology
1
+ 0.54%
$122.82 - $218.63 $123 - $219
185 $40K
VGIT
Vanguard Intermediate Term Tre

ETFs
140
+ 0.98%
$58.63 - $59.9 $8.21K - $8.39K
14.5K $866K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
112
+ 1.11%
$77.94 - $79.5 $8.73K - $8.9K
10.2K $813K
Activity Summary
Buys All Purchases 229 New Holdings 17 Increased Positions 212 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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