Winch Advisory Services, LLC ETFs

Winch Advisory Services, LLC

$357 Million
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
FNDF Schwab Fundamental Intl Large	$0	$63,000 0.02% of portfolio	1,746	Q3 2023 New
CGCP Capital Group Core Plus Income	$0	$63,000 0.02% of portfolio	2,838	Q1 2025 Added 0.78%
VO Vanguard Mid Cap ETF	$0	$62,000 0.02% of portfolio	241	Q1 2025 Added 8.56%
SPLG Spdr Portfolio S&P 500 ETF (Ma	$0	$61,000 0.02% of portfolio	937	Q1 2025 Added 0.32%
IXC Ishares Tr Global Energy ETF	$0	$55,000 0.02% of portfolio	1,309	Q1 2025 Reduced 11.67%
JPST Jp Morgan ETF Tr Ultra Short I	$0	$52,000 0.01% of portfolio	1,039	Q3 2023 New
MGK Vanguard Mega Cap Growth ETF	$0	$51,000 0.01% of portfolio	167	Q4 2024 Added 0.6%
IJR Ishares Core S&P Sm Cap ETF	$0	$51,000 0.01% of portfolio	496	Q3 2023 New
SPIP Spdr Ser Tr Spdr Portfolio Tip	$0	$50,000 0.01% of portfolio	1,916	Q1 2025 Added 0.1%
CGGR Capital Group Growth ETF Shs C	$0	$50,000 0.01% of portfolio	1,463	Q4 2024 Added 0.14%
ITOT Ishares Core S&P Total U.S. St	$0	$50,000 0.01% of portfolio	412	Q1 2025 New
IUSG Ishares Core S&P U.S Growth Et	$0	$48,000 0.01% of portfolio	384	Q3 2023 New
BIBL Northern Lts Fd Tr Iv	$0	$45,000 0.01% of portfolio	1,176	Q4 2024 Reduced 7.47%
XLU Utilities Sector Spdr	$0	$43,000 0.01% of portfolio	547	Q1 2025 Added 0.74%
IEO Ishares Tr	$0	$42,000 0.01% of portfolio	454	Q1 2025 Added 0.44%
MDY Spdr S&P Midcap 400 ETF Trust	$0	$42,000 0.01% of portfolio	79	Q4 2023 Reduced 48.7%
VXUS Vanguard Star Fd Vanguard Tota	$0	$40,000 0.01% of portfolio	658	Q1 2025 Added 0.3%
JEPQ J P Morgan ETF Tr Nasdaq Equit	$0	$40,000 0.01% of portfolio	774	Q2 2024 New
VOT Vanguard Mid Cap Growth Index	$0	$39,000 0.01% of portfolio	160	Q4 2024 Added 15.11%
ESGV Vanguard World Fd Esg U.S. Sto	$0	$37,000 0.01% of portfolio	387	Q3 2021 Added 37.72%
VB Vanguard Small Cap ETF	$0	$34,000 0.01% of portfolio	154	Q1 2025 Added 0.65%
SPMD Spdr Portfolio	$0	$32,000 0.01% of portfolio	633	Q1 2025 Added 0.32%
SKYY First Trust Cloud Computing Et	$0	$32,000 0.01% of portfolio	314	Q4 2022 Reduced 52.06%
PAVE Global X Fds Us Infrastructure	$0	$31,000 0.01% of portfolio	827	Q1 2025 Added 0.36%
XLB Select Sector Spdr Fd Material	$0	$31,000 0.01% of portfolio	363	Q1 2025 Added 0.55%
QQQJ Invesco Exchange Traded Fd Tr	$0	$28,000 0.01% of portfolio	976	Q1 2025 Added 0.1%
XME Spdr Ser Tr Spdr S&P Metals &	$0	$25,000 0.01% of portfolio	453	Q1 2025 Reduced 5.23%
SPSB Spdr Portfolio Short Term Corp	$0	$24,000 0.01% of portfolio	814	Q1 2025 Reduced 12.19%
GAL Ssga Active ETF Tr	$0	$24,000 0.01% of portfolio	552	Q1 2025 Added 0.36%
XHB Spdr Series Tr Spdr S&P Homebu	$0	$23,000 0.01% of portfolio	238	Q1 2025 Added 0.42%
XLI Industrial Sector Spdr	$0	$22,000 0.01% of portfolio	168	Q4 2024 Added 0.6%
TLT Ishares Barclays 20+ Year Trea	$0	$21,000 0.01% of portfolio	235	Q1 2025 Added 0.43%
CGXU Capital Group Intl Focus Equit	$0	$21,000 0.01% of portfolio	898	Q4 2024 Added 0.22%
ACWI Ishares Msci Acwi ETF	$0	$20,000 0.01% of portfolio	180	Q4 2024 Added 1.12%
ARKK Ark ETF Tr Innovation ETF (De)	$0	$19,000 0.01% of portfolio	420	Q1 2022 Added 0.72%
EFA Ishares Tr Msci Eafe ETF	$0	$18,000 0.01% of portfolio	228	Q4 2024 New
BUG Global X Fds Cybersecurity ETF	$0	$18,000 0.01% of portfolio	576	Q1 2025 Added 0.17%
EMB Ishares Tr	$0	$16,000 0.0% of portfolio	187	Q1 2025 Added 1.08%
HYG Ishares Tr	$0	$16,000 0.0% of portfolio	211	Q1 2025 Added 0.96%
LQD Ishares Iboxx $ Investment Gra	$0	$16,000 0.0% of portfolio	151	Q1 2025 Added 0.67%
VGT Vanguard Information Technolog	$0	$15,000 0.0% of portfolio	29	Q1 2024 Added 3.57%
VDE Vanguard Energy ETF	$0	$15,000 0.0% of portfolio	122	Q1 2025 Added 0.83%
DFAC Dimensional ETF Tr U S Core Eq	$0	$15,000 0.0% of portfolio	471	Q1 2025 Added 0.43%
FXG First Tr Exchange Traded First	$0	$14,000 0.0% of portfolio	217	Q1 2025 Added 0.46%
KRE Spdr S&P Regional Banking ETF	$0	$14,000 0.0% of portfolio	250	Q1 2025 Added 0.4%
IXP Ishares Global Comm Services E	$0	$13,000 0.0% of portfolio	137	Q4 2024 New
DFUS Dimensional ETF Tr U S Equity	$0	$13,000 0.0% of portfolio	222	Q4 2024 New
MAGA ETF Ser Solutions	$0	$13,000 0.0% of portfolio	277	Q2 2022 New
TPLC Timothy Plan U S Large/Mid Cap	$0	$13,000 0.0% of portfolio	324	Q4 2024 Added 0.31%
SCHF Schwab Strategic Tr Intl Eqty	$0	$12,000 0.0% of portfolio	607	Q1 2025 New

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