Winch Advisory Services, LLC Incresed Positions in Q2 2025

Winch Advisory Services, LLC

  • $387 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LNG
Cheniere Energy, Inc.

Energy
1
+ 0.1%
$197.25 - $244.33 $197 - $244
1.02K $247K
MPC
Marathon Petroleum Corp

Energy
1
+ 0.18%
$118.55 - $170.08 $119 - $170
550 $91K
T
At&T Inc.

Communication Services
94
+ 0.72%
$26.33 - $28.94 $2.48K - $2.72K
13.1K $380K
XLC
Select Sector Spdr Tr Communic

ETFs
3
+ 0.32%
$86.13 - $108.53 $258 - $326
953 $103K
SPOT
Spotify Technology S.A.

Communication Services
8
+ 34.78%
$503.3 - $775.9 $4.03K - $6.21K
31 $23K
CGDV
Capital Group Divid Value ETF

ETFs
2
+ 0.07%
$31.93 - $39.49 $63.9 - $79
2.78K $109K
BAC
Bank Of America Corp

Financial Services
9
+ 0.53%
$34.39 - $47.46 $310 - $427
1.71K $80K
CSCO
Cisco Systems, Inc.

Technology
8
+ 0.61%
$53.19 - $69.38 $426 - $555
1.32K $91K
LUV
Southwest Airlines CO

Industrials
316
+ 111.66%
$24.04 - $34.36 $7.6K - $10.9K
599 $19K
SPTS
Spdr Portfolio Short Term Trea

ETFs
254
+ 1.04%
$29.07 - $29.38 $7.38K - $7.46K
24.7K $724K
HBAN
Huntington Bancshares Inc

Financial Services
47
+ 1.03%
$12.49 - $16.76 $587 - $788
4.63K $77K
IWM
Ishares Russell 2000 ETF

ETFs
2
+ 0.4%
$174.82 - $215.79 $350 - $432
502 $108K
PM
Philip Morris International Inc.

Consumer Defensive
3
+ 0.93%
$149.23 - $184.95 $448 - $555
327 $59K
NIC
Nicolet Bankshares Inc

Financial Services
2
+ 0.39%
$100.68 - $125.35 $201 - $251
511 $63K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.26%
$376.48 - $440.65 $376 - $441
390 $171K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1
+ 0.06%
$39.89 - $49.46 $39.9 - $49.5
1.63K $80K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3
+ 0.32%
$58.41 - $72.69 $175 - $218
940 $68K
TPR
Tapestry, Inc.

Consumer Cyclical
69
+ 68.32%
$60.6 - $87.81 $4.18K - $6.06K
170 $14K
BLD
Top Build Corp

Industrials
16
+ 19.05%
$275.93 - $326.59 $4.41K - $5.23K
100 $32K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
16
+ 0.4%
$45.11 - $52.34 $722 - $837
4.04K $211K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
1
+ 0.22%
$48.48 - $67.3 $48.5 - $67.3
454 $30K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1
+ 0.24%
$108.12 - $135.04 $108 - $135
413 $55K
XLF
Financial Sector Spdr

ETFs
5
+ 0.26%
$43.92 - $52.37 $220 - $262
1.91K $99K
TDG
Trans Digm Group Inc

Industrials
1
+ 5.0%
$1231.75 - $1520.64 $1.23K - $1.52K
21 $31K
CGUS
Capital Group Core Equity ETF
2
+ 0.17%
$29.93 - $36.93 $59.9 - $73.9
1.19K $43K
IBM
International Business Machines Corp

Technology
1
+ 1.18%
$221.03 - $294.78 $221 - $295
86 $25K
GD
General Dynamics Corp

Industrials
7
+ 5.15%
$247.68 - $291.66 $1.73K - $2.04K
143 $41K
MAIN
Main Street Capital Corp

Financial Services
16
+ 1.59%
$49.15 - $59.32 $786 - $949
1.02K $60K
PANW
Palo Alto Networks Inc

Technology
10
+ 15.15%
$152.44 - $204.64 $1.52K - $2.05K
76 $15K
SAP
Sap Se

Technology
1
+ 1.11%
$237.53 - $309.8 $238 - $310
91 $27K
BCML
Bay Com Corp

Financial Services
6
+ 0.59%
$24.08 - $27.94 $144 - $168
1.03K $28K
IMO
Imperial Oil LTD

Energy
3
+ 0.72%
$60.22 - $81.91 $181 - $246
420 $33K
ACWI
Ishares Msci Acwi ETF

ETFs
1
+ 0.56%
$103.59 - $128.6 $104 - $129
181 $23K
NTRS
Northern Trust Corp

Financial Services
1
+ 0.82%
$84.45 - $126.79 $84.5 - $127
123 $15K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
70
+ 1.11%
$40.41 - $40.68 $2.83K - $2.85K
6.36K $258K
BIBL
Northern Lts Fd Tr Iv

ETFs
4
+ 0.34%
$33.5 - $41.33 $134 - $165
1.18K $48K
TGT
Target Corp

Consumer Defensive
43
+ 13.35%
$88.76 - $105.77 $3.82K - $4.55K
365 $36K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
3
+ 0.31%
$25.48 - $31.98 $76.4 - $95.9
979 $31K
USB
Us Bancorp \De\

Financial Services
7
+ 1.3%
$36.4 - $45.76 $255 - $320
547 $24K
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
1
+ 0.34%
$27.43 - $34.32 $27.4 - $34.3
292 $10K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
10
+ 18.52%
$82.17 - $99.96 $822 - $1K
64 $6K
DFAX
Dimensional ETF Tr
7
+ 1.2%
$23.37 - $29.39 $164 - $206
589 $17K
BUI
Black Rock Utilities, Infrastructure & Power Opportunities Trust

Financial Services
10
+ 1.66%
$20.72 - $25.75 $207 - $258
614 $15K
HMC
Honda Motor CO LTD

Consumer Cyclical
10
+ 2.26%
$25.0 - $30.93 $250 - $309
452 $13K
XLI
Industrial Sector Spdr

ETFs
1
+ 0.6%
$116.42 - $147.52 $116 - $148
169 $24K
SPMD
Spdr Portfolio

ETFs
3
+ 0.47%
$44.89 - $54.38 $135 - $163
636 $34K
GAL
Ssga Active ETF Tr

ETFs
5
+ 0.91%
$41.46 - $47.0 $207 - $235
557 $26K
CMI
Cummins Inc

Industrials
1
+ 1.22%
$267.12 - $336.65 $267 - $337
83 $27K
BTI
British American Tobacco P.L.C.

Consumer Defensive
4
+ 1.6%
$39.43 - $49.34 $158 - $197
254 $12K
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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