Winch Advisory Services, LLC Incresed Positions in Q3 2025

Winch Advisory Services, LLC

  • $427 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ORCL
Oracle Corp

Technology
32K
+ 17320.0%
$218.96 - $328.33 $7.02M - $10.5M
32.2K $9.06M
GOOG
Alphabet Inc.

Communication Services
403
+ 0.63%
$175.16 - $255.24 $70.6K - $103K
64.5K $15.7M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
4.17K
+ 0.72%
$74.93 - $80.73 $313K - $337K
585K $47.2M
GBIL
Goldman Sachs Access Treasury

ETFs
12.1K
+ 17.82%
$99.82 - $100.23 $1.2M - $1.21M
79.8K $7.99M
VCIT
Vanguard Intermediate Term Cor

ETFs
6.77K
+ 2.24%
$81.75 - $84.54 $553K - $572K
309K $26M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
826
+ 0.56%
$32.29 - $38.12 $26.7K - $31.5K
149K $5.67M
TSLA
Tesla, Inc.

Consumer Cyclical
274
+ 5.88%
$293.94 - $444.72 $80.5K - $122K
4.93K $2.19M
JPM
Jpmorgan Chase & CO

Financial Services
293
+ 1.21%
$282.78 - $316.06 $82.9K - $92.6K
24.5K $7.72M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
277
+ 1.12%
$459.11 - $506.91 $127K - $140K
25K $12.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
79
+ 0.77%
$546.99 - $602.2 $43.2K - $47.6K
10.3K $6.21M
EBAY
Ebay Inc

Consumer Cyclical
97
+ 0.52%
$75.33 - $100.77 $7.31K - $9.77K
18.8K $1.71M
ASML
Asml Holding Nv

Technology
149
+ 16.93%
$689.63 - $968.09 $103K - $144K
1.03K $996K
NOC
Northrop Grumman Corp

Industrials
39
+ 1.9%
$498.9 - $609.32 $19.5K - $23.8K
2.1K $1.28M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.32K
+ 0.98%
$91.44 - $91.77 $212K - $213K
240K $22M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
7.3K
+ 10.69%
$25.21 - $25.99 $184K - $190K
75.6K $1.95M
SPIB
Spdr Portfolio Intermediate Te

ETFs
5.43K
+ 8.7%
$33.26 - $34.01 $181K - $185K
67.8K $2.3M
VUG
Vanguard Growth ETF

ETFs
233
+ 11.13%
$433.97 - $484.08 $101K - $113K
2.33K $1.12M
AVGO
Broadcom Inc.

Technology
441
+ 46.32%
$264.74 - $369.57 $117K - $163K
1.39K $459K
MU
Micron Technology Inc

Technology
605
+ 30.52%
$104.88 - $168.89 $63.5K - $102K
2.59K $432K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
140
+ 5.01%
$275.84 - $326.36 $38.6K - $45.7K
2.93K $957K
WMT
Walmart Inc.

Consumer Defensive
983
+ 7.95%
$94.4 - $104.27 $92.8K - $102K
13.4K $1.38M
AMD
Advanced Micro Devices Inc

Technology
429
+ 9.6%
$134.8 - $184.42 $57.8K - $79.1K
4.9K $792K
VZ
Verizon Communications Inc

Communication Services
2.84K
+ 7.44%
$40.84 - $45.06 $116K - $128K
41K $1.8M
JNJ
Johnson & Johnson

Healthcare
145
+ 4.3%
$155.17 - $185.42 $22.5K - $26.9K
3.52K $651K
UNH
Unitedhealth Group Inc

Healthcare
250
+ 16.89%
$237.77 - $353.61 $59.4K - $88.4K
1.73K $597K
LMT
Lockheed Martin Corp

Industrials
171
+ 12.44%
$410.74 - $499.21 $70.2K - $85.4K
1.55K $771K
CVX
Chevron Corp

Energy
346
+ 5.19%
$145.57 - $161.83 $50.4K - $56K
7.01K $1.09M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
77
+ 3.82%
$224.68 - $282.71 $17.3K - $21.8K
2.09K $583K
VGIT
Vanguard Intermediate Term Tre

ETFs
1.68K
+ 11.57%
$58.97 - $60.36 $98.8K - $101K
16.2K $969K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
2.05K
+ 12.68%
$43.1 - $44.6 $88.4K - $91.5K
18.2K $807K
WEC
Wec Energy Group, Inc.

Utilities
64
+ 0.84%
$103.66 - $114.59 $6.63K - $7.33K
7.69K $880K
VGSH
Vanguard

ETFs
864
+ 0.18%
$58.43 - $58.88 $50.5K - $50.9K
486K $28.6M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.35K
+ 173.9%
$53.81 - $57.52 $72.4K - $77.4K
2.12K $121K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.32K
+ 23.61%
$55.61 - $57.37 $73.5K - $75.8K
6.92K $395K
MDT
Medtronic PLC

Healthcare
11
+ 0.12%
$87.67 - $95.74 $964 - $1.05K
9.36K $891K
BP
Bp PLC

Energy
199
+ 1.53%
$30.25 - $35.69 $6.02K - $7.1K
13.2K $454K
AGNC
Agnc Investment Corp.

Real Estate
5.8K
+ 46.22%
$9.2 - $10.37 $53.3K - $60.1K
18.3K $179K
META
Meta Platforms, Inc.

Communication Services
119
+ 1.64%
$695.21 - $791.73 $82.7K - $94.2K
7.36K $5.4M
OSK
Oshkosh Corp

Industrials
415
+ 269.48%
$118.16 - $143.44 $49K - $59.5K
569 $73K
T
At&T Inc.

Communication Services
2.23K
+ 16.97%
$26.94 - $29.62 $60K - $66K
15.4K $433K
SLV
I Shares Silver Trust

ETFs
182
+ 4.6%
$32.73 - $42.5 $5.96K - $7.74K
4.14K $175K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
1.05K
+ 4.49%
$37.14 - $37.85 $38.8K - $39.6K
24.4K $920K
PLTR
Palantir Technologies Inc.

Technology
162
+ 50.63%
$130.68 - $186.97 $21.2K - $30.3K
482 $87K
TDG
Trans Digm Group Inc

Industrials
31
+ 147.62%
$1271.04 - $1620.83 $39.4K - $50.2K
52 $68K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
157
+ 8.06%
$132.9 - $142.03 $20.9K - $22.3K
2.1K $296K
XOM
Exxon Mobil Corp

Energy
41
+ 0.61%
$105.83 - $117.22 $4.34K - $4.81K
6.75K $760K
PFE
Pfizer Inc

Healthcare
579
+ 3.31%
$23.29 - $25.88 $13.5K - $15K
18.1K $460K
ABBV
Abb Vie Inc.

Healthcare
5
+ 0.72%
$184.85 - $231.54 $924 - $1.16K
699 $161K
MO
Altria Group, Inc.

Consumer Defensive
188
+ 8.83%
$57.75 - $67.68 $10.9K - $12.7K
2.32K $153K
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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