Winch Advisory Services, LLC New Holdings in Q1 2025

Winch Advisory Services, LLC

Stock	Shares change	Price Range	Shares Held
ITOT Ishares Core S&P Total U.S. St ETFs	412 New	$120.29 - $134.6 $49.6K - $55.5K	412 $50K
UMBF Umb Financial Corp Financial Services	234 New	$98.0 - $122.56 $22.9K - $28.7K	234 $23K
VRT Vertiv Holdings CO Industrials	206 New	N/A	206 $17K
SCHF Schwab Strategic Tr Intl Eqty ETFs	607 New	$18.36 - $20.51 $11.1K - $12.4K	607 $12K
USO United States Oil Fund, LP ETFs	96 New	$70.89 - $84.34 $6.81K - $8.1K	96 $7K
VST Vistra Corp. Utilities	54 New	$108.49 - $191.89 $5.86K - $10.4K	54 $6K
SMR Nuscale Power Corp Industrials	327 New	$14.16 - $29.08 $4.63K - $9.51K	327 $4K
MSTR Microstrategy Inc Technology	16 New	$239.27 - $396.5 $3.83K - $6.34K	16 $4K
LEU Centrus Energy Corp Energy	63 New	$62.21 - $119.74 $3.92K - $7.54K	63 $3K
SOXX Ishares Semiconductor ETF ETFs	12 New	$188.17 - $235.81 $2.26K - $2.83K	12 $2K
ZNOG Zion Oil & Gas Inc Energy	12K New	$0.09 - $0.25 $1.08K - $3K	12K $2K
SHOP Shopify Inc. Technology	19 New	$90.59 - $129.31 $1.72K - $2.46K	19 $1K
TOST Toast, Inc. Technology	59 New	$32.61 - $41.98 $1.92K - $2.48K	59 $1K
TTWO Take Two Interactive Software Inc Communication Services	2 New	$178.61 - $217.95 $357 - $436	2 $0
Tempus Ai Inc Cl A	58 New	N/A	58 $0
Goldman Sachs Group Inc Medium Term Note Survivor Option	6K New	N/A	6K $0

Get notified when there are updates to the investment portfolio of Winch Advisory Services, LLC, based on Form 13F filings with the SEC.

Stay updated on Winch Advisory Services, LLC with notifications on news.