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
NVEC
Nve Corp

Technology
1
+ 1.92%
$54.12 - $74.35 $54.1 - $74.4
53 $3K
LQD
Ishares Iboxx $ Investment Gra

ETFs
2
+ 1.32%
$105.23 - $109.61 $210 - $219
153 $16K
NSRGY
Nestle S.A.Spon Adr(Rep Reg Sh

Consumer Defensive
3
+ 2.86%
$97.38 - $108.84 $292 - $327
108 $10K
Lam Research Corp
17
+ 0.51%
N/A
3.33K $0
NEAR
Blackrock Short Maturity Bond

ETFs
1
+ 1.35%
$50.41 - $51.17 $50.4 - $51.2
75 $3K
AGNC
Agnc Investment Corp.

Real Estate
497
+ 4.13%
$8.12 - $9.49 $4.04K - $4.72K
12.5K $115K
AFL
Aflac Inc

Financial Services
1
+ 1.25%
$99.77 - $112.45 $99.8 - $112
81 $8K
PFF
Ishares Trust Ishares Pfd And

ETFs
7
+ 1.96%
$29.0 - $30.68 $203 - $215
365 $11K
KRE
Spdr S&P Regional Banking ETF

ETFs
2
+ 0.8%
$48.81 - $59.48 $97.6 - $119
252 $14K
Sirius Xm Holdings Inc
7
+ 1.1%
N/A
646 $0
SHAG
Wisdomtree Yield Enhanced U.S.
106
+ 1.11%
N/A
9.68K $0
CCI
Crown Castle International Corp

Real Estate
2
+ 1.38%
$94.83 - $107.06 $190 - $214
147 $15K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
20
+ 24.39%
$24.32 - $27.87 $486 - $557
102 $2K
RIO
Rio Tinto PLC

Basic Materials
13
+ 3.62%
$52.32 - $62.75 $680 - $816
372 $21K
WELL
Welltower Inc.

Real Estate
1
+ 1.08%
$136.49 - $155.22 $136 - $155
94 $14K
WPC
W. P. Carey Inc.

Real Estate
19
+ 1.48%
$56.12 - $64.53 $1.07K - $1.23K
1.31K $81K
ASB
Associated Banc Corp

Financial Services
1
+ 1.96%
$18.91 - $24.56 $18.9 - $24.6
52 $1K
PRU
Prudential Financial Inc

Financial Services
2
+ 2.44%
$95.12 - $112.71 $190 - $225
84 $9K
RGR
Sturm Ruger & CO Inc

Industrials
1
+ 1.08%
N/A
94 $3K
VDE
Vanguard Energy ETF

ETFs
1
+ 0.82%
$105.87 - $130.56 $106 - $131
123 $14K
CMCSA
Comcast Corp

Communication Services
5
+ 0.72%
$32.84 - $36.72 $164 - $184
697 $24K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
3
+ 0.6%
$32.56 - $35.71 $97.7 - $107
501 $16K
OLN
Olin Corp

Basic Materials
3
+ 0.85%
$17.96 - $24.7 $53.9 - $74.1
358 $7K
SHEL
Shell PLC

Energy
4
+ 0.86%
$59.75 - $73.05 $239 - $292
471 $33K
LOW
Lowes Companies Inc

Consumer Cyclical
1
+ 0.82%
$210.83 - $235.28 $211 - $235
123 $27K
PSA
Public Storage

Real Estate
2
+ 1.32%
$266.31 - $309.77 $533 - $620
153 $44K
MO
Altria Group, Inc.

Consumer Defensive
36
+ 1.72%
$55.56 - $60.91 $2K - $2.19K
2.13K $124K
FXG
First Tr Exchange Traded First

ETFs
1
+ 0.46%
$61.21 - $66.04 $61.2 - $66
218 $13K
KNOP
Knot Offshore Partners LP

Industrials
1
+ 0.33%
$6.17 - $7.61 $6.17 - $7.61
305 $1K
WU
Western Union CO

Financial Services
6
+ 2.82%
$8.37 - $10.63 $50.2 - $63.8
219 $1K
DUK
Duke Energy Corp

Utilities
3
+ 0.94%
$112.46 - $124.05 $337 - $372
321 $37K
WM
Waste Management Inc

Industrials
2
+ 0.18%
$216.47 - $242.1 $433 - $484
1.13K $257K
BGS
B&G Foods, Inc.

Consumer Defensive
18
+ 2.9%
$4.02 - $7.07 $72.4 - $127
638 $2K
SLB
Schlumberger Limited

Energy
2
+ 0.87%
$31.95 - $42.2 $63.9 - $84.4
232 $7K
BKR
Baker Hughes CO

Energy
3
+ 0.8%
$35.0 - $44.92 $105 - $135
380 $14K
IVT
Inven Trust Properties Corp.

Real Estate
10
+ 0.9%
$25.97 - $29.73 $260 - $297
1.12K $30K
IEO
Ishares Tr

ETFs
3
+ 0.66%
$74.87 - $95.92 $225 - $288
457 $40K
UPS
United Parcel Service Inc

Industrials
5
+ 1.53%
$91.92 - $110.2 $460 - $551
332 $33K
XEL
Xcel Energy Inc

Utilities
10
+ 0.83%
$65.65 - $72.39 $657 - $724
1.21K $82K
HPQ
Hp Inc

Technology
11
+ 1.09%
$21.88 - $29.32 $241 - $323
1.02K $24K
BMY
Bristol Myers Squibb CO

Healthcare
4
+ 1.37%
$44.12 - $59.6 $176 - $238
296 $13K
MRK
Merck & Co., Inc.

Healthcare
2
+ 0.56%
$73.47 - $87.12 $147 - $174
362 $28K
DD
Du Pont De Nemours, Inc.

Basic Materials
5
+ 0.63%
$55.13 - $75.25 $276 - $376
801 $54K
XLV
Select Sector Spdr Fund Health

ETFs
2
+ 0.39%
$128.77 - $144.3 $258 - $289
510 $68K
ASH
Ashland Global Holdings Inc

Basic Materials
3
+ 0.26%
$46.53 - $57.87 $140 - $174
1.14K $57K
KHC
Kraft Heinz CO

Consumer Defensive
41
+ 1.52%
$25.61 - $30.81 $1.05K - $1.26K
2.73K $70K
TMUS
T Mobile Us, Inc.

Communication Services
1
+ 0.23%
$220.99 - $268.54 $221 - $269
427 $101K
XLE
Energy Sector Spdr

ETFs
13
+ 0.83%
$76.44 - $94.13 $994 - $1.22K
1.58K $133K
ABBV
Abb Vie Inc.

Healthcare
6
+ 0.87%
$170.16 - $206.27 $1.02K - $1.24K
694 $128K
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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