Winch Advisory Services, LLC

RIA/Wealth

Winch Advisory Services, LLC is a RIA/Wealth based in Appleton, WI led by Christina Vignec Winch, reporting $510.7M in AUM as of Q3 2025 with 48% ETF concentration and 60% concentrated in top 10 holdings.

OwnerChristina Vignec Winch

Portfolio Value: $444.3M
Positions: 486
Top Holding: SPTM at 10.63%
Last Reported: Q3 2025

Address424 E. Wisconsin Avenue, Appleton, WI, 54911, United States

Top Holdings

Largest long holdings in Winch Advisory Services, LLC's portfolio (60.1% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM	ETF ETF	$47.2M	10.63%	+$336.4K Bought	— 585.4K shares	Q4 2017 Held for 7y 11m
2 Nvidia NVDA	Semiconductors Technology	$38.9M	8.75%	-$251.1K Sold	0.00% 208.5K shares	Q3 2016 Held for 9y 2m
3 Vanguard Short-Term Treasury VGSH	ETF ETF	$28.6M	6.44%	+$50.8K Bought	— 485.9K shares	Q1 2020 Held for 5y 8m
4 Apple AAPL	Consumer Electronics Technology	$28.5M	6.42%	-$217.2K Sold	0.00% 112.1K shares	Q2 2015 Held for 10y 5m
5 Vanguard Intermediate-Term Corporate Bond VCIT	ETF ETF	$26.0M	5.85%	+$569.3K Bought	— 309.0K shares	Q4 2023 Held for 1y 11m
6 SPDR Bloomberg 1-3 Month T-Bill ETF BIL	ETF ETF	$22.0M	4.96%	+$212.9K Bought	— 240.2K shares	Q4 2018 Held for 6y 11m
7 Microsoft MSFT	Software - Infrastructure Technology	$21.1M	4.74%	-$124.3K Sold	0.00% 40.7K shares	Q1 2014 Held for 11y 8m
8 Capital Group U.S. Multi-Sector Income CGMS	ETF ETF	$20.8M	4.69%	+$268.4K Bought	— 751.1K shares	Q3 2023 Held for 2y 2m
9 Amazon AMZN	Specialty Retail Consumer Cyclical	$18.0M	4.06%	-$58.0K Sold	0.00% 82.2K shares	Q1 2014 Held for 11y 8m
10 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$15.7M	3.53%	+$98.2K Bought	0.00% 64.5K shares	Q2 2014 Held for 11y 5m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Winch Advisory Services, LLC's latest filing

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Market Value

$444.3M

Prior: $409.5M

Q/Q Change

+8.51%

+$34.8M

Net Flows % of MV

+2.01%

Turnover Ratio

1.34%

New Purchases

11 stocks

$48.5K

Added To

219 stocks

+$10.3M

Sold Out Of

8 stocks

$14.0K

Reduced Holdings

42 stocks

-$1.4M

Increased Positions

Position	Shares Δ	Change
1 MP Materials MP	New	0 → 180.0 +$12.1K
2 QQQI NEOS Nasdaq 100 High Income ETF QQQI	New	0 → 192.0 +$10.4K
3 Energy Fuels UUUU	New	0 → 355.0 +$5.4K
4 USA Rare Earth, Inc. Class A Common Stock USAR	New	0 → 310.0 +$5.3K
5 Defiance Quantum QTUM	New	0 → 43.0 +$4.5K

Decreased Positions

Position	Shares Δ	Change
1 Walgreens Boots Alliance WBA	Sold	454.0 → 0 −$5.2K
2 Ameriprise Financial AMP	Sold	5.0 → 0 −$2.7K
3 Tempus AI, Inc. TEM	Sold	29.0 → 0 −$1.8K
4 CX Cemex CX	Sold	143.0 → 0 −$994.0
5 iShares Russell Top 200 Growth IWY	Sold	4.0 → 0 −$987.0

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Analytics

Portfolio insights and performance metrics for Winch Advisory Services, LLC

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Sector Allocation

ETF

47.50%

Technology

24.00%

Financial Services

7.70%

Communication Services

7.40%

Consumer Cyclical

5.60%

Consumer Defensive

1.90%

Healthcare

1.90%

Industrials

1.90%

Energy

0.70%

Utilities

0.30%

Basic Materials

0.10%

Real Estate

0.10%

Market Cap Distribution

Mega Cap (> $200B)

42.99%

Large Cap ($10B - $200B)

8.32%

Mid Cap ($2B - $10B)

0.16%

Small Cap ($300M - $2B)

0.04%

Micro Cap ($50M - $300M)

0.00%

Nano Cap (< $50M)

0.00%

N/A (ETF or Unknown)

48.49%

Portfolio Concentration

Top 10 Holdings %

60.08%

Top 20 Holdings %

77.11%

Top 50 Holdings %

91.89%

Top 100 Holdings %

97.59%

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Winch Advisory Services, LLC

Top Holdings

Changes

Increased Positions

Decreased Positions

Analytics

Sector Allocation

Market Cap Distribution

Portfolio Concentration

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