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
SNDR
Schneider National, Inc.

Industrials
7
+ 0.52%
$21.06 - $24.75 $147 - $173
1.36K $32K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1
+ 0.75%
$149.76 - $186.42 $150 - $186
134 $24K
XLU
Utilities Sector Spdr

ETFs
4
+ 0.73%
$73.09 - $82.77 $292 - $331
551 $44K
TFC
Truist Financial Corp

Financial Services
10
+ 1.46%
$34.79 - $42.99 $348 - $430
697 $29K
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
1
+ 0.31%
$37.78 - $44.9 $37.8 - $44.9
325 $14K
UBS
Ubs Group Ag

Financial Services
6
+ 2.64%
$26.12 - $33.82 $157 - $203
233 $7K
XLB
Select Sector Spdr Fd Material

ETFs
2
+ 0.55%
$74.27 - $88.92 $149 - $178
365 $32K
PBF
Pbf Energy Inc.

Energy
2
+ 1.45%
$14.37 - $24.39 $28.7 - $48.8
140 $3K
UMBF
Umb Financial Corp

Financial Services
1
+ 0.43%
$86.4 - $107.99 $86.4 - $108
235 $24K
SCHW
Schwab Charles Corp

Financial Services
1
+ 1.79%
$69.06 - $91.24 $69.1 - $91.2
57 $5K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
2
+ 1.32%
$58.52 - $71.7 $117 - $143
154 $10K
ISMD
Northern Lts Fd Tr Iv

ETFs
1
+ 0.43%
$29.72 - $35.6 $29.7 - $35.6
235 $8K
DFUS
Dimensional ETF Tr U S Equity

ETFs
1
+ 0.45%
$53.65 - $67.02 $53.7 - $67
223 $14K
ENB
Enbridge Inc

Energy
4
+ 1.5%
$41.09 - $47.16 $164 - $189
271 $12K
CGCP
Capital Group Core Plus Income

ETFs
24
+ 0.85%
$21.92 - $22.56 $526 - $541
2.86K $64K
KR
Kroger CO

Consumer Defensive
1
+ 0.54%
$64.62 - $74.0 $64.6 - $74
185 $13K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1
+ 1.19%
$50.08 - $63.14 $50.1 - $63.1
85 $5K
HYG
Ishares Tr

ETFs
3
+ 1.42%
$75.75 - $80.65 $227 - $242
214 $17K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1
+ 0.21%
$29.12 - $35.84 $29.1 - $35.8
472 $16K
EMB
Ishares Tr

ETFs
2
+ 1.07%
$86.54 - $92.62 $173 - $185
189 $17K
SVAL
Ishares Tr Us Small Cap Value

ETFs
3
+ 0.7%
$26.29 - $31.11 $78.9 - $93.3
432 $13K
ECL
Ecolab Inc.

Basic Materials
1
+ 6.67%
$225.65 - $270.95 $226 - $271
16 $4K
MATV
Schweitzer Mauduit International Inc

Basic Materials
2
+ 1.26%
$4.58 - $6.98 $9.16 - $14
161 $1K
EADSY
Airbus Se

Industrials
3
+ 1.46%
$37.42 - $52.43 $112 - $157
209 $10K
KMI
Kinder Morgan, Inc.

Energy
12
+ 1.07%
$25.21 - $29.4 $303 - $353
1.14K $33K
CTRA
Coterra Energy Inc.

Energy
1
+ 0.99%
$22.6 - $29.07 $22.6 - $29.1
102 $2K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
29
+ 1.51%
$25.57 - $26.34 $742 - $764
1.95K $50K
SO
Southern CO

Utilities
5
+ 0.77%
$84.91 - $92.56 $425 - $463
658 $60K
ITW
Illinois Tool Works Inc

Industrials
2
+ 1.09%
$218.41 - $252.43 $437 - $505
186 $45K
CNP
Centerpoint Energy Inc

Utilities
2
+ 0.85%
$35.5 - $39.05 $71 - $78.1
237 $8K
HOG
Harley Davidson, Inc.

Consumer Cyclical
1
+ 0.76%
$20.82 - $25.94 $20.8 - $25.9
133 $3K
Gsk PLC Spon Adr
6
+ 1.19%
N/A
512 $0
TLT
Ishares Barclays 20+ Year Trea

ETFs
3
+ 1.28%
$83.97 - $92.85 $252 - $279
238 $21K
D
Dominion Energy, Inc

Utilities
2
+ 0.93%
$49.66 - $58.0 $99.3 - $116
218 $12K
ETR
Entergy Corp

Utilities
1
+ 0.63%
$79.01 - $86.61 $79 - $86.6
160 $13K
EWW
Ishares Inc Msci Mexico ETF

ETFs
3
+ 1.81%
N/A
169 $9K
DEO
Diageo PLC

Consumer Defensive
2
+ 1.77%
$99.86 - $115.75 $200 - $232
115 $11K
SWBI
Smith & Wesson Brands, Inc.

Industrials
4
+ 1.3%
$8.48 - $10.88 $33.9 - $43.5
312 $2K
Abrdn Asia Pacific Income Fund Inc
63
+ 3.17%
N/A
2.05K $0
STLA
Stellantis N.V.

Consumer Cyclical
6
+ 6.9%
$8.53 - $11.27 $51.2 - $67.6
93 $0
SYY
Sysco Corp

Consumer Defensive
1
+ 2.08%
$68.0 - $75.91 $68 - $75.9
49 $3K
GILD
Gilead Sciences, Inc.

Healthcare
2
+ 0.97%
$96.91 - $113.0 $194 - $226
208 $23K
CLX
Clorox CO

Consumer Defensive
1
+ 6.25%
$118.01 - $148.69 $118 - $149
17 $2K
CL
Colgate Palmolive CO

Consumer Defensive
1
+ 0.47%
$87.57 - $96.0 $87.6 - $96
214 $19K
Panasonic Holdings Corp Adr
2
+ 1.92%
N/A
106 $0
Kenvue Inc
8
+ 0.85%
N/A
948 $0
LNT
Alliant Energy Corp

Utilities
1
+ 1.14%
$58.79 - $64.85 $58.8 - $64.9
89 $5K
Arista Networks Inc
50
+ 416.67%
N/A
62 $0
AMT
American Tower Corp

Real Estate
1
+ 0.97%
$203.96 - $228.19 $204 - $228
104 $22K
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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