Winch Advisory Services, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| ADVANCED MICRO DEVICES INC | $1.05M | 0.2% |
| VANGUARD SHORT TERM CORP BOND ETF | $964.7K | 0.2% |
| ISHARES BROAD USD HIGH YIELD CORPORATE BD ETF | $931.7K | 0.2% |
| PayPal Holdings, Inc. | $913.0K | 0.2% |
| SPDR GOLD TRUST GOLD SHARES | $900.8K | 0.2% |
| Medtronic plc | $858.2K | 0.2% |
| STARBUCKS CORP | $831.5K | 0.2% |
| WEC ENERGY GROUP, INC. | $816.9K | 0.2% |
| WISDOMTREE YIELD ENHANCED U S AGGREGATE BOND ETF | $815.6K | 0.2% |
| MICRON TECHNOLOGY INC | $808.0K | 0.2% |
| EXXON MOBIL CORP | $804.5K | 0.2% |
| LOCKHEED MARTIN CORP | $760.0K | 0.2% |
| STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF | $739.5K | 0.2% |
| KLA CORP | $718.8K | 0.2% |
| JOHNSON & JOHNSON | $696.0K | 0.2% |
| NIKE, Inc. | $694.1K | 0.2% |
| ISHARES GOLD TRUST ETF | $679.8K | 0.2% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM | $633.5K | 0.1% |
| VANGUARD FINANCIALS ETF | $596.8K | 0.1% |
| UNITEDHEALTH GROUP INC | $587.0K | 0.1% |
| 3M CO | $571.1K | 0.1% |
| VANGUARD HEALTH CARE ETF | $559.8K | 0.1% |
| Broadcom Inc. | $515.3K | 0.1% |
| LAM RESEARCH CORP | $510.6K | 0.1% |
| WISDOMTREE YIELD ENHANCED U S SHORT TERM AGGREGATE BD ETF | $473.7K | 0.1% |
| NEXTERA ENERGY INC | $462.4K | 0.1% |
| BP PLC SPON ADR | $455.6K | 0.1% |
| PFIZER INC | $423.4K | 0.1% |
| JPMORGAN EQUITY PREMIUM INCOME ETF | $396.2K | 0.1% |
| DEERE & CO | $390.5K | 0.1% |
| AT&T INC. | $379.1K | 0.1% |
| VANGUARD MATERIALS ETF | $375.5K | 0.1% |
| MCDONALD'S CORP | $374.4K | 0.1% |
| VANGUARD S&P 500 INDEX ETF | $369.8K | 0.1% |
| ROPER TECHNOLOGIES INC | $346.7K | 0.1% |
| VANGUARD INDUSTRIALS ETF | $332.1K | 0.1% |
| VANGUARD HIGH DIVIDEND YIELD ETF | $306.0K | 0.1% |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $282.4K | 0.1% |
| ISHARES SILVER TRUST | $282.2K | 0.1% |
| WELLS FARGO & COMPANY/MN | $260.7K | 0.1% |
| VANGUARD VALUE ETF | $250.6K | 0.1% |
| FORD MOTOR CO | $242.6K | 0.1% |
| STATE STREET ULTRA SHORT TERM BOND ETF | $239.4K | 0.1% |
| WASTE MANAGEMENT INC | $236.9K | 0.1% |
| STATE STREET SPDR S&P 500 VALUE ETF | $220.8K | 0.0% |
| AMERICAN CONSERVATIVE VALUES ETF | $215.2K | 0.0% |
| Cheniere Energy, Inc. | $211.8K | 0.0% |
| AGNC Investment Corp. | $203.6K | 0.0% |
| ISHARES U S AEROSPACE & DEFENSE ETF | $197.7K | 0.0% |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF | $187.8K | 0.0% |