0001580642-23-002656.txt : 20230510 0001580642-23-002656.hdr.sgml : 20230510 20230510121419 ACCESSION NUMBER: 0001580642-23-002656 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230510 DATE AS OF CHANGE: 20230510 EFFECTIVENESS DATE: 20230510 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Winch Advisory Services, LLC CENTRAL INDEX KEY: 0001585822 IRS NUMBER: 391923903 STATE OF INCORPORATION: WI FISCAL YEAR END: 1213 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16148 FILM NUMBER: 23905242 BUSINESS ADDRESS: STREET 1: 424 E WISCONSIN AVENUE CITY: APPLETON STATE: WI ZIP: 54911 BUSINESS PHONE: 920-739-8577 MAIL ADDRESS: STREET 1: 424 E WISCONSIN AVENUE CITY: APPLETON STATE: WI ZIP: 54911 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001585822 XXXXXXXX 03-31-2023 03-31-2023 false Winch Advisory Services, LLC

424 E Wisconsin Avenue Appleton WI 54911

13F HOLDINGS REPORT 028-16148 N Christina V. Winch 920-739-8577 /s/ Christina V. Winch Appleton WI 05-08-2023 0 459 257732 INFORMATION TABLE 2 infotable.xml AVANTAIR INC COM 05350T101 0 300 SH SOLE 0 0 300 HIGHLANDS REIT INC COM 43110A104 3 10000 SH SOLE 0 0 10000 LDK SOLAR CO LTD SPON ADR COM 50183L107 0 50 SH SOLE 0 0 50 YINGLI GREEN ENERGY HLDG COMPANY LTD ADR NEW COM 98584B202 0 225 SH SOLE 0 0 225 ALCOA CORP COM 013872106 0 11 SH SOLE 0 0 11 AMERICAN AIRLINES GROUP INC COM 02376R102 1 98 SH SOLE 0 0 98 APPLE INC COM 037833100 22726 137814 SH SOLE 0 0 137814 ABBVIE INC COM 00287Y109 113 710 SH SOLE 0 0 710 AIRBNB INC CL A COM 009066101 6 50 SH SOLE 0 0 50 ABBOTT LABORATORIES COM 002824100 5 50 SH SOLE 0 0 50 AURORA CANNABIS INC NEW COM 05156X884 0 53 SH SOLE 0 0 53 ETFS AMERICAN CONSERVATIVE VALUES ETF ETF 26923N108 116 3680 SH SOLE 0 0 3680 ISHARES MSCI ACWI ETF ETF 464288257 19 212 SH SOLE 0 0 212 ADOBE INC COM 00724F101 2367 6143 SH SOLE 0 0 6143 ANALOG DEVICES INC COM 032654105 3 14 SH SOLE 0 0 14 ADAMIS PHARMACEUTICALS CORP NEW COM 00547W208 0 73 SH SOLE 0 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X U S INFRASTRUCTURE DEVELOPMENT ETF ETF 37954Y673 29 1032 SH SOLE 0 0 1032 PAYCHEX INC COM 704326107 8 69 SH SOLE 0 0 69 PBF ENERGY INC CL A COM 69318G106 6 131 SH SOLE 0 0 131 PANASONIC HOLDINGS CORP ADR COM 69832A205 1 102 SH SOLE 0 0 102 PEPSICO INC COM 713448108 159 874 SH SOLE 0 0 874 PFIZER INC COM 717081103 392 9597 SH SOLE 0 0 9597 ISHARES TRUST ISHARES PREFERRED & INCOME SECS ETF ETF 464288687 10 315 SH SOLE 0 0 315 PRINCIPAL FINANCIAL GROUP INC COM 74251V102 28 371 SH SOLE 0 0 371 PROCTER & GAMBLE CO COM 742718109 833 5604 SH SOLE 0 0 5604 PHUNWARE INC COM 71948P100 0 92 SH SOLE 0 0 92 PLUG POWER INC NEW COM 72919P202 0 31 SH SOLE 0 0 31 PLURI INC COM 72942G104 0 206 SH SOLE 0 0 206 PLEXUS CORP COM 729132100 20 200 SH SOLE 0 0 200 PHILIP MORRIS INTL INC COM 718172109 29 295 SH SOLE 0 0 295 GLOBAL X CANNABIS NEW ETF ETF 37954Y145 2 266 SH SOLE 0 0 266 PRUDENTIAL FINANCIAL INC COM 744320102 15 187 SH SOLE 0 0 187 PUBLIC STORAGE INC COM 74460D109 25 81 SH SOLE 0 0 81 PELOTON INTERACTIVE INC CL A COM 70614W100 2 200 SH SOLE 0 0 200 PROTERRA INC COM 74374T109 0 67 SH SOLE 0 0 67 PAYPAL HOLDINGS INC COM 70450Y103 947 12475 SH SOLE 0 0 12475 FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX ETF ETF 33733E500 10 185 SH SOLE 0 0 185 QUALCOMM INC COM 747525103 69 543 SH SOLE 0 0 543 INVESCO QQQ ETF ETF 46090E103 9655 30084 SH SOLE 0 0 30084 INVESCO NASDAQ NEXT GEN 100 ETF ETF 46138G631 25 962 SH SOLE 0 0 962 QUANTUMSCAPE CORP CL A COM 74767V109 1 117 SH SOLE 0 0 117 QUAD GRAPHICS INC CL A COM 747301109 4 1000 SH SOLE 0 0 1000 STURM RUGER & CO INC COM 864159108 5 90 SH SOLE 0 0 90 RIVIAN AUTOMOTIVE INC CL A COM 76954A103 2 127 SH SOLE 0 0 127 EXCHANGE TRADED CONCEPTS TRUST ROBO GLOBAL ROBOTICS&AUTOMATION ETF ETF 301505707 193 3528 SH SOLE 0 0 3528 ROKU INC SER A COM 77543R102 1 12 SH SOLE 0 0 12 ROPER TECHNOLOGIES INC COM 776696106 580 1317 SH SOLE 0 0 1317 RAPID7 INC COM 753422104 3 55 SH SOLE 0 0 55 INVESCO S&P 500 EQUAL WEIGHT ETF ETF 46137V357 2 13 SH SOLE 0 0 13 RAYTHEON TECHNOLOGIES CORP COM 75513E101 971 9915 SH SOLE 0 0 9915 SENTINELONE INC CL A COM 81730H109 1 90 SH SOLE 0 0 90 STARBUCKS CORP COM 855244109 1168 11221 SH SOLE 0 0 11221 SCHWAB CHARLES CORP NEW COM 808513105 8 160 SH SOLE 0 0 160 SHARING ECONOMY INTL INC NEW COM 819534207 0 100 SH SOLE 0 0 100 ISHARES 0-3 MONTH TREASURY BOND ETF ETF 46436E718 3713 36914 SH SOLE 0 0 36914 WISDOMTREE YIELD ENHANCED U S SHORT TERM AGGREGATE BD ETF ETF 97717Y808 414 8785 SH SOLE 0 0 8785 SHELL PLC SPONSORED ADR REPSTG ORD SHS COM 780259305 4 64 SH SOLE 0 0 64 ISHARES SHORT TREASURY BOND ETF ETF 464288679 11589 104876 SH SOLE 0 0 104876 SHERWIN WILLIAMS CO COM 824348106 3 12 SH SOLE 0 0 12 ISHARES 1-3 YR TREASURY BOND ETF ETF 464287457 4187 50963 SH SOLE 0 0 50963 SMUCKER JM COMPANY NEW COM 832696405 3 20 SH SOLE 0 0 20 FIRST TRUST CLOUD COMPUTING INDEX ETF ETF 33734X192 21 314 SH SOLE 0 0 314 SCHLUMBERGER LTD COM 806857108 11 221 SH SOLE 0 0 221 ISHARES SILVER TRUST ETF 46428Q109 42 1909 SH SOLE 0 0 1909 VANECK STEEL ETF ETF 92189F205 41 649 SH SOLE 0 0 649 VANECK SEMICONDUCTOR ETF ETF 92189F676 366 1392 SH SOLE 0 0 1392 GCL NEW ENERGY HOLDINGS LTD PAR HK$0.083 COM G3775G153 0 126 SH SOLE 0 0 126 SNAP INC CL A COM 83304A106 0 25 SH SOLE 0 0 25 SCHNEIDER NATL INC WI CL B COM 80689H102 22 815 SH SOLE 0 0 815 SANOFI SPON ADR COM 80105N105 8 148 SH SOLE 0 0 148 SOUTHERN COMPANY COM 842587107 14 204 SH SOLE 0 0 204 SUNNY OPTICAL TECH GRP COMPANY LTD ADR COM 86745T105 0 4 SH SOLE 0 0 4 SPDR PORTFOLIO AGGREGATE BOND ETF ETF 78464A649 716 27765 SH SOLE 0 0 27765 SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF ETF 78463X889 2 58 SH SOLE 0 0 58 SPDR PORTFOLIO EMERGING MARKETS ETF ETF 78463X509 2833 83003 SH SOLE 0 0 83003 SIMON PROPERTY GROUP INC NEW COM 828806109 15 133 SH SOLE 0 0 133 SPDR PORTFOLIO INTERMEDIATE TERM CORP BOND ETF ETF 78464A375 566 17411 SH SOLE 0 0 17411 SPDR TIPS ETF ETF 78464A656 456 17094 SH SOLE 0 0 17094 SPDR PORTFOLIO S&P 500 ETF ETF 78464A854 46 964 SH SOLE 0 0 964 SPDR PORTFOLIO S&P 400 MID CAP ETF ETF 78464A847 27 615 SH SOLE 0 0 615 SPOTIFY TECHNOLOGY SA COM L8681T102 0 1 SH SOLE 0 0 1 SPDR PORTFOLIO SHORT TERM CORP BOND ETF ETF 78464A474 42 1428 SH SOLE 0 0 1428 SPROUT SOCIAL INC CL A COM 85209W109 1 13 SH SOLE 0 0 13 SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF ETF 78464A805 24404 483923 SH SOLE 0 0 483923 SPDR PORTFOLIO SHORT TERM TREASURY ETF ETF 78468R101 538 18390 SH SOLE 0 0 18390 SUNPOWER CORP COM 867652406 1 52 SH SOLE 0 0 52 SPDR S&P 500 ETF ETF 78462F103 1692 4132 SH SOLE 0 0 4132 SPDR PORTFOLIO S&P 500 GROWTH ETF ETF 78464A409 14 252 SH SOLE 0 0 252 SPDR PORTFOLIO S&P 500 VALUE ETF ETF 78464A508 99 2423 SH SOLE 0 0 2423 BLOCK INC CL A COM 852234103 0 7 SH SOLE 0 0 7 SEAGATE TECHNOLOGY HOLDINGS PUBLIC LTD CO COM G7997R103 2 37 SH SOLE 0 0 37 CONSTELLATION BRANDS INC CL A COM 21036P108 12 52 SH SOLE 0 0 52 SMITH & WESSON BRANDS INC COM 831754106 4 288 SH SOLE 0 0 288 SKYWORKS SOLUTIONS INC COM 83088M102 12 104 SH SOLE 0 0 104 STRYKER CORP COM 863667101 4473 15670 SH SOLE 0 0 15670 SYSCO CORP COM 871829107 4 46 SH SOLE 0 0 46 AT&T INC COM 00206R102 290 15080 SH SOLE 0 0 15080 TENCENT HOLDINGS LTD UNSPON ADR COM 88032Q109 5 94 SH SOLE 0 0 94 CONTAINER STORE GROUP INC COM 210751103 0 100 SH SOLE 0 0 100 TELADOC HEALTH INC COM 87918A105 11 432 SH SOLE 0 0 432 TE CONNECTIVITY LTD COM H84989104 2 18 SH SOLE 0 0 18 TRUIST FINANCIAL CORP COM 89832Q109 26 775 SH SOLE 0 0 775 TARGET CORP COM 87612E106 61 367 SH SOLE 0 0 367 TEAM INC NEW COM 878155308 1 140 SH SOLE 0 0 140 TJX COS INC NEW COM 872540109 23 288 SH SOLE 0 0 288 THERMO FISHER SCIENTIFIC INC COM 883556102 26 45 SH SOLE 0 0 45 T-MOBILE US INC COM 872590104 30 205 SH SOLE 0 0 205 TPI COMPOSITES INC COM 87266J104 0 19 SH SOLE 0 0 19 TIMOTHY PLAN U S LARGE MID CAP CORE ETF ETF 887432359 11 318 SH SOLE 0 0 318 PRICE T ROWE GROUP INC COM 74144T108 2 21 SH SOLE 0 0 21 TC ENERGY CORP COM 87807B107 3 77 SH SOLE 0 0 77 TPG RE FINANCE TRUST INC COM 87266M107 3 347 SH SOLE 0 0 347 TESLA INC COM 88160R101 741 3571 SH SOLE 0 0 3571 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD SPON ADR COM 874039100 116 1249 SH SOLE 0 0 1249 TOTALENERGIES SE SPON ADR COM 89151E109 5 90 SH SOLE 0 0 90 TEXAS INSTRUMENTS INC COM 882508104 1376 7399 SH SOLE 0 0 7399 UNDER ARMOUR INC CL C COM 904311206 4 440 SH SOLE 0 0 440 UNITED AIRLINES HOLDINGS INC COM 910047109 2 50 SH SOLE 0 0 50 SPDR SSGA ULTRA SHORT TERM BOND ETF ETF 78467V707 286 7096 SH SOLE 0 0 7096 UNITEDHEALTH GROUP INC COM 91324P102 147 310 SH SOLE 0 0 310 UNITED PARCEL SERVICE INC CL B COM 911312106 35 183 SH SOLE 0 0 183 U S BANCORP DE NEW COM 902973304 6 157 SH SOLE 0 0 157 UNITED STATES OIL FUND LP NEW ETF 91232N207 1 17 SH SOLE 0 0 17 VISA INC CL A COM 92826C839 4847 21500 SH SOLE 0 0 21500 VANGUARD MATERIALS ETF ETF 92204A801 337 1897 SH SOLE 0 0 1897 VANGUARD SMALL CAP ETF ETF 922908751 28 149 SH SOLE 0 0 149 VISTEON CORP NEW COM 92839U206 0 1 SH SOLE 0 0 1 VANGUARD SHORT TERM CORP BOND ETF ETF 92206C409 773 10136 SH SOLE 0 0 10136 VANGUARD ENERGY ETF ETF 92204A306 19 166 SH SOLE 0 0 166 VANGUARD FTSE DEVELOPED MKTS ETF ETF 921943858 12 273 SH SOLE 0 0 273 V F CORP COM 918204108 5 204 SH SOLE 0 0 204 VANGUARD FINANCIALS ETF ETF 92204A405 355 4557 SH SOLE 0 0 4557 VANGUARD INTERMEDIATE TERM TREASURY INDEX ETF ETF 92206C706 4 66 SH SOLE 0 0 66 VANGUARD FTSE EUROPE ETF ETF 922042874 49 808 SH SOLE 0 0 808 VANGUARD SHORT TERM TREASURY ETF ETF 92206C102 27107 463049 SH SOLE 0 0 463049 VANGUARD INFORMATION TECHNOLOGY ETF ETF 92204A702 11 28 SH SOLE 0 0 28 VANGUARD HEALTH CARE ETF ETF 92204A504 512 2149 SH SOLE 0 0 2149 VANGUARD DIVIDEND APPRECIATION ETF ETF 921908844 11 69 SH SOLE 0 0 69 VANGUARD INDUSTRIALS ETF ETF 92204A603 220 1157 SH SOLE 0 0 1157 VALERO ENERGY CORP COM 91913Y100 185 1328 SH SOLE 0 0 1328 VANGUARD MID CAP ETF ETF 922908629 46 216 SH SOLE 0 0 216 VODAFONE GROUP PLC NEW SPON ADR NO PAR COM 92857W308 8 713 SH SOLE 0 0 713 VANGUARD MID CAP GROWTH ETF ETF 922908538 27 139 SH SOLE 0 0 139 VISTA OUTDOOR INC COM 928377100 4 145 SH SOLE 0 0 145 VANGUARD TOTAL WORLD STOCK ETF ETF 922042742 14 151 SH SOLE 0 0 151 VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 752 3683 SH SOLE 0 0 3683 VANGUARD SHORT TERM INFLATION PROTECTED SECURITIES ETF ETF 922020805 1060 22157 SH SOLE 0 0 22157 VIATRIS INC COM 92556V106 15 1555 SH SOLE 0 0 1555 VANGUARD VALUE ETF ETF 922908744 42 302 SH SOLE 0 0 302 VANGUARD GROWTH ETF ETF 922908736 30 121 SH SOLE 0 0 121 VALVOLINE INC COM 92047W101 73 2090 SH SOLE 0 0 2090 VANGUARD FTSE EMERGING MARKETS ETF ETF 922042858 17 420 SH SOLE 0 0 420 VANGUARD TOTAL INTL STOCK INDEX FUND ETF ETF 921909768 31 563 SH SOLE 0 0 563 VANGUARD HIGH DIVIDEND YIELD ETF ETF 921946406 118 1122 SH SOLE 0 0 1122 VERIZON COMMUNICATIONS INC COM 92343V104 737 18945 SH SOLE 0 0 18945 WALGREENS BOOTS ALLIANCE INC COM 931427108 56 1631 SH SOLE 0 0 1631 WARNER BROS DISCOVERY INC SER A COM 934423104 3 204 SH SOLE 0 0 204 WEC ENERGY GROUP INC COM 92939U106 644 6795 SH SOLE 0 0 6795 WELLTOWER INC COM 95040Q104 18 246 SH SOLE 0 0 246 WELLS FARGO & CO NEW COM 949746101 66 1776 SH SOLE 0 0 1776 ENCORE WIRE CORP COM 292562105 14 76 SH SOLE 0 0 76 WASTE MANAGEMENT INC DEL COM 94106L109 152 931 SH SOLE 0 0 931 WALMART INC COM 931142103 409 2774 SH SOLE 0 0 2774 SOLARWINDOW TECHNOLOGIES INC COM 83417L106 0 216 SH SOLE 0 0 216 WOLFSPEED INC COM 977852102 8 117 SH SOLE 0 0 117 WILLIAMS SONOMA INC COM 969904101 4 36 SH SOLE 0 0 36 ESSENTIAL UTILITIES INC COM 29670G102 1 25 SH SOLE 0 0 25 NORTHERN LIGHTS INSPIRE INTL ETF ETF 66538H419 6 216 SH SOLE 0 0 216 WEYERHAEUSER CO COM 962166104 2 68 SH SOLE 0 0 68 UNITED STATES STEEL CORP NEW COM 912909108 79 3028 SH SOLE 0 0 3028 XCEL ENERGY INC COM 98389B100 76 1123 SH SOLE 0 0 1123 XIAOMI CORP CL B COM G9830T106 1 860 SH SOLE 0 0 860 SECTOR MATERIALS SELECT SECTOR SPDR ETF ETF 81369Y100 15 182 SH SOLE 0 0 182 SELECT SECTOR COMMUNICATION SERVICES SELECT SECTOR SPDR ETF ETF 81369Y852 60 1034 SH SOLE 0 0 1034 SECTOR ENERGY SELECT SECTOR SPDR ETF ETF 81369Y506 179 2166 SH SOLE 0 0 2166 SECTOR FINANCIAL SELECT SECTOR SPDR ETF ETF 81369Y605 59 1825 SH SOLE 0 0 1825 SECTOR INDUSTRIAL SELECT SECTOR SPDR ETF ETF 81369Y704 16 163 SH SOLE 0 0 163 SECTOR TECHNOLOGY SELECT SECTOR SPDR ETF ETF 81369Y803 86 572 SH SOLE 0 0 572 SELECT SECTOR TR REAL ESTATE SPDR ETF ETF 81369Y860 3 88 SH SOLE 0 0 88 SELECT UTILITIES SELECT SECTOR SPDR ETF ETF 81369Y886 11 160 SH SOLE 0 0 160 SECTOR HEALTHCARE SELECT SECTOR SPDR ETF ETF 81369Y209 46 356 SH SOLE 0 0 356 CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF ETF 81369Y407 19 125 SH SOLE 0 0 125 SPDR SERIES TRUST S&P METALS & MINING ETF ETF 78464A755 25 471 SH SOLE 0 0 471 EXXON MOBIL CORP COM 30231G102 282 2573 SH SOLE 0 0 2573 XPENG INC ADS REPSTG CL A ORD SHS COM 98422D105 0 28 SH SOLE 0 0 28 CRRC CORP LTD SHS H COM Y1818X100 1 1400 SH SOLE 0 0 1400 YETI HOLDINGS INC COM 98585X104 2 50 SH SOLE 0 0 50 YUM BRANDS INC COM 988498101 13 100 SH SOLE 0 0 100 YUM CHINA HOLDINGS INC COM 98850P109 7 117 SH SOLE 0 0 117 ZIMMER BIOMET HOLDINGS INC COM 98956P102 19 150 SH SOLE 0 0 150 ZIMVIE INC COM 98888T107 0 15 SH SOLE 0 0 15 ZOETIS INC CL A COM 98978V103 2 11 SH SOLE 0 0 11