0001580642-23-004115.txt : 20230808 0001580642-23-004115.hdr.sgml : 20230808 20230808170820 ACCESSION NUMBER: 0001580642-23-004115 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230808 DATE AS OF CHANGE: 20230808 EFFECTIVENESS DATE: 20230808 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: 231152449 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 06-30-2023 06-30-2023 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 08-07-2023 0 461 278453 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 2 98 SH SOLE 0 0 98 APPLE INC COM 037833100 26140 134763 SH SOLE 0 0 134763 ABBVIE INC COM 00287Y109 97 716 SH SOLE 0 0 716 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 145 4295 SH SOLE 0 0 4295 ISHARES MSCI ACWI ETF ETF 464288257 18 187 SH SOLE 0 0 187 ADOBE INC COM 00724F101 2976 6085 SH SOLE 0 0 6085 ANALOG DEVICES INC COM 032654105 3 14 SH SOLE 0 0 14 ADAMIS PHARMACEUTICALS CORP PAR $0.0001 COM 00547W307 0 1 SH 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ETF ETF 37954Y673 32 1032 SH SOLE 0 0 1032 PAYCHEX INC COM 704326107 8 69 SH SOLE 0 0 69 PBF ENERGY INC CL A COM 69318G106 5 131 SH SOLE 0 0 131 PANASONIC HOLDINGS CORP ADR COM 69832A205 1 103 SH SOLE 0 0 103 PEPSICO INC COM 713448108 163 878 SH SOLE 0 0 878 PFIZER INC COM 717081103 394 10748 SH SOLE 0 0 10748 ISHARES TRUST ISHARES PREFERRED & INCOME SECS ETF ETF 464288687 10 321 SH SOLE 0 0 321 PRINCIPAL FINANCIAL GROUP INC COM 74251V102 60 798 SH SOLE 0 0 798 PROCTER & GAMBLE CO COM 742718109 866 5708 SH SOLE 0 0 5708 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 29 296 SH SOLE 0 0 296 GLOBAL X CANNABIS NEW ETF ETF 37954Y145 2 266 SH SOLE 0 0 266 PRUDENTIAL FINANCIAL INC COM 744320102 17 189 SH SOLE 0 0 189 PUBLIC STORAGE INC COM 74460D109 24 82 SH SOLE 0 0 82 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 PIONEER NATURAL RESOURCES CO COM 723787107 2 12 SH SOLE 0 0 12 PAYPAL HOLDINGS INC COM 70450Y103 1195 17913 SH SOLE 0 0 17913 FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX ETF ETF 33733E500 9 185 SH SOLE 0 0 185 QUALCOMM INC COM 747525103 65 547 SH SOLE 0 0 547 INVESCO QQQ ETF ETF 46090E103 11152 30188 SH SOLE 0 0 30188 INVESCO NASDAQ NEXT GEN 100 ETF ETF 46138G631 25 964 SH SOLE 0 0 964 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 207 3528 SH SOLE 0 0 3528 ROKU INC SER A COM 77543R102 1 12 SH SOLE 0 0 12 ROPER TECHNOLOGIES INC COM 776696106 627 1303 SH SOLE 0 0 1303 RAPID7 INC COM 753422104 2 55 SH SOLE 0 0 55 RAYTHEON TECHNOLOGIES CORP COM 75513E101 990 10105 SH SOLE 0 0 10105 RUMBLE INC CL A COM 78137L105 5 530 SH SOLE 0 0 530 SENTINELONE INC CL A COM 81730H109 1 90 SH SOLE 0 0 90 STARBUCKS CORP COM 855244109 1130 11403 SH SOLE 0 0 11403 SCHWAB CHARLES CORP NEW COM 808513105 9 160 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 36896 SH SOLE 0 0 36896 WISDOMTREE YIELD ENHANCED U S SHORT TERM AGGREGATE BD ETF ETF 97717Y808 405 8681 SH SOLE 0 0 8681 SHELL PLC SPONSORED ADR REPSTG ORD SHS COM 780259305 4 65 SH SOLE 0 0 65 ISHARES SHORT TREASURY BOND ETF ETF 464288679 12368 111975 SH SOLE 0 0 111975 SHERWIN WILLIAMS CO COM 824348106 3 12 SH SOLE 0 0 12 ISHARES 1-3 YR TREASURY BOND ETF ETF 464287457 3922 48366 SH SOLE 0 0 48366 SMUCKER JM COMPANY NEW COM 832696405 3 20 SH SOLE 0 0 20 FIRST TRUST CLOUD COMPUTING INDEX ETF ETF 33734X192 24 314 SH SOLE 0 0 314 SCHLUMBERGER LTD COM 806857108 11 222 SH SOLE 0 0 222 ISHARES SILVER TRUST ETF 46428Q109 40 1909 SH SOLE 0 0 1909 VANECK STEEL ETF ETF 92189F205 42 649 SH SOLE 0 0 649 VANECK SEMICONDUCTOR ETF ETF 92189F676 424 2784 SH SOLE 0 0 2784 SNAP INC CL A COM 83304A106 0 25 SH SOLE 0 0 25 SCHNEIDER NATL INC WI CL B COM 80689H102 23 817 SH SOLE 0 0 817 SANOFI SPON ADR COM 80105N105 5 100 SH SOLE 0 0 100 SOUTHERN COMPANY COM 842587107 14 206 SH SOLE 0 0 206 SUNNY OPTICAL TECH GRP COMPANY LTD ADR COM 86745T105 0 4 SH SOLE 0 0 4 SPDR PORTFOLIO AGGREGATE BOND ETF ETF 78464A649 726 28623 SH SOLE 0 0 28623 SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF ETF 78463X889 2 59 SH SOLE 0 0 59 SPDR PORTFOLIO EMERGING MARKETS ETF ETF 78463X509 2894 84177 SH SOLE 0 0 84177 SIMON PROPERTY GROUP INC NEW COM 828806109 15 133 SH SOLE 0 0 133 SPDR PORTFOLIO INTERMEDIATE TERM CORP BOND ETF ETF 78464A375 591 18390 SH SOLE 0 0 18390 SPDR TIPS ETF ETF 78464A656 394 15263 SH SOLE 0 0 15263 SPDR PORTFOLIO S&P 500 ETF ETF 78464A854 50 968 SH SOLE 0 0 968 SPDR PORTFOLIO S&P 400 MID CAP ETF ETF 78464A847 28 617 SH SOLE 0 0 617 SPOTIFY TECHNOLOGY SA COM L8681T102 0 1 SH SOLE 0 0 1 SPDR PORTFOLIO SHORT TERM CORP BOND ETF ETF 78464A474 40 1369 SH SOLE 0 0 1369 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 26663 489769 SH SOLE 0 0 489769 SPDR PORTFOLIO SHORT TERM TREASURY ETF ETF 78468R101 534 18533 SH SOLE 0 0 18533 SUNPOWER CORP COM 867652406 1 52 SH SOLE 0 0 52 SPDR S&P 500 ETF ETF 78462F103 1655 3734 SH SOLE 0 0 3734 SPDR PORTFOLIO S&P 500 GROWTH ETF ETF 78464A409 15 252 SH SOLE 0 0 252 SPDR PORTFOLIO S&P 500 VALUE ETF ETF 78464A508 105 2434 SH SOLE 0 0 2434 BLOCK INC CL A COM 852234103 0 7 SH SOLE 0 0 7 SEAGATE TECHNOLOGY HOLDINGS PUBLIC LTD CO COM G7997R103 2 38 SH SOLE 0 0 38 CONSTELLATION BRANDS INC CL A COM 21036P108 13 52 SH SOLE 0 0 52 SMITH & WESSON BRANDS INC COM 831754106 4 288 SH SOLE 0 0 288 SKYWORKS SOLUTIONS INC COM 83088M102 9 82 SH SOLE 0 0 82 STRYKER CORP COM 863667101 4581 15014 SH SOLE 0 0 15014 SYSCO CORP COM 871829107 3 46 SH SOLE 0 0 46 AT&T INC COM 00206R102 186 11638 SH SOLE 0 0 11638 TENCENT HOLDINGS LTD UNSPON ADR COM 88032Q109 4 95 SH SOLE 0 0 95 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 3 18 SH SOLE 0 0 18 TRUIST FINANCIAL CORP COM 89832Q109 44 1464 SH SOLE 0 0 1464 TARGET CORP COM 87612E106 36 272 SH SOLE 0 0 272 TEAM INC NEW COM 878155308 1 140 SH SOLE 0 0 140 TJX COS INC NEW COM 872540109 20 238 SH SOLE 0 0 238 THERMO FISHER SCIENTIFIC INC COM 883556102 24 45 SH SOLE 0 0 45 T-MOBILE US INC COM 872590104 56 400 SH SOLE 0 0 400 TPI COMPOSITES INC COM 87266J104 0 19 SH SOLE 0 0 19 TIMOTHY PLAN U S LARGE MID CAP CORE ETF ETF 887432359 11 319 SH SOLE 0 0 319 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 965 3687 SH SOLE 0 0 3687 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD SPON ADR COM 874039100 126 1253 SH SOLE 0 0 1253 TOTALENERGIES SE SPON ADR COM 89151E109 5 90 SH SOLE 0 0 90 TEXAS INSTRUMENTS INC COM 882508104 1321 7340 SH SOLE 0 0 7340 UNDER ARMOUR INC CL C COM 904311206 3 440 SH SOLE 0 0 440 UNITED AIRLINES HOLDINGS INC COM 910047109 3 50 SH SOLE 0 0 50 UBS GROUP AG COM H42097107 5 222 SH SOLE 0 0 222 SPDR SSGA ULTRA SHORT TERM BOND ETF ETF 78467V707 309 7671 SH SOLE 0 0 7671 UNITEDHEALTH GROUP INC COM 91324P102 184 383 SH SOLE 0 0 383 UNITED PARCEL SERVICE INC CL B COM 911312106 29 164 SH SOLE 0 0 164 U S BANCORP DE NEW COM 902973304 19 571 SH SOLE 0 0 571 VISA INC CL A COM 92826C839 4922 20724 SH SOLE 0 0 20724 VANGUARD MATERIALS ETF ETF 92204A801 345 1897 SH SOLE 0 0 1897 VANGUARD SMALL CAP ETF ETF 922908751 30 150 SH SOLE 0 0 150 VISTEON CORP NEW COM 92839U206 0 1 SH SOLE 0 0 1 VANGUARD SHORT TERM CORP BOND ETF ETF 92206C409 772 10210 SH SOLE 0 0 10210 VANGUARD ENERGY ETF ETF 92204A306 19 166 SH SOLE 0 0 166 VANGUARD FTSE DEVELOPED MKTS ETF ETF 921943858 13 276 SH SOLE 0 0 276 VANGUARD FINANCIALS ETF ETF 92204A405 370 4557 SH SOLE 0 0 4557 VANGUARD INTERMEDIATE TERM TREASURY INDEX ETF ETF 92206C706 8 134 SH SOLE 0 0 134 VANGUARD FTSE EUROPE ETF ETF 922042874 37 597 SH SOLE 0 0 597 VANGUARD SHORT TERM TREASURY ETF ETF 92206C102 27029 468197 SH SOLE 0 0 468197 VANGUARD INFORMATION TECHNOLOGY ETF ETF 92204A702 13 28 SH SOLE 0 0 28 VANGUARD HEALTH CARE ETF ETF 92204A504 510 2084 SH SOLE 0 0 2084 VANGUARD DIVIDEND APPRECIATION ETF ETF 921908844 32 197 SH SOLE 0 0 197 VANGUARD INDUSTRIALS ETF ETF 92204A603 238 1157 SH SOLE 0 0 1157 VALERO ENERGY CORP COM 91913Y100 150 1279 SH SOLE 0 0 1279 VANGUARD MID CAP ETF ETF 922908629 48 217 SH SOLE 0 0 217 VODAFONE GROUP PLC NEW SPON ADR NO PAR COM 92857W308 7 713 SH SOLE 0 0 713 VANGUARD MID CAP GROWTH ETF ETF 922908538 29 139 SH SOLE 0 0 139 VISTA OUTDOOR INC COM 928377100 4 145 SH SOLE 0 0 145 VANGUARD TOTAL WORLD STOCK ETF ETF 922042742 15 152 SH SOLE 0 0 152 VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 917 4162 SH SOLE 0 0 4162 VANGUARD SHORT TERM INFLATION PROTECTED SECURITIES ETF ETF 922020805 1038 21895 SH SOLE 0 0 21895 VIATRIS INC COM 92556V106 16 1573 SH SOLE 0 0 1573 VANGUARD VALUE ETF ETF 922908744 42 297 SH SOLE 0 0 297 VANGUARD GROWTH ETF ETF 922908736 34 121 SH SOLE 0 0 121 VALVOLINE INC COM 92047W101 78 2090 SH SOLE 0 0 2090 VANGUARD FTSE EMERGING MARKETS ETF ETF 922042858 17 422 SH SOLE 0 0 422 VANGUARD TOTAL INTL STOCK INDEX FUND ETF ETF 921909768 32 570 SH SOLE 0 0 570 VANGUARD HIGH DIVIDEND YIELD ETF ETF 921946406 141 1327 SH SOLE 0 0 1327 VERIZON COMMUNICATIONS INC COM 92343V104 760 20435 SH SOLE 0 0 20435 WALGREENS BOOTS ALLIANCE INC COM 931427108 100 3501 SH SOLE 0 0 3501 WARNER BROS DISCOVERY INC SER A COM 934423104 2 133 SH SOLE 0 0 133 WEC ENERGY GROUP INC COM 92939U106 605 6853 SH SOLE 0 0 6853 WELLTOWER INC COM 95040Q104 20 248 SH SOLE 0 0 248 WELLS FARGO & CO NEW COM 949746101 76 1789 SH SOLE 0 0 1789 ENCORE WIRE CORP COM 292562105 14 76 SH SOLE 0 0 76 WASTE MANAGEMENT INC DEL COM 94106L109 190 1098 SH SOLE 0 0 1098 WALMART INC COM 931142103 451 2868 SH SOLE 0 0 2868 SOLARWINDOW TECHNOLOGIES INC COM 83417L106 0 216 SH SOLE 0 0 216 WOLFSPEED INC COM 977852102 9 167 SH SOLE 0 0 167 WILLIAMS SONOMA INC COM 969904101 4 35 SH SOLE 0 0 35 ESSENTIAL UTILITIES INC COM 29670G102 1 25 SH SOLE 0 0 25 NORTHERN LIGHTS INSPIRE INTL ETF ETF 66538H419 8 276 SH SOLE 0 0 276 WEYERHAEUSER CO COM 962166104 2 69 SH SOLE 0 0 69 UNITED STATES STEEL CORP NEW COM 912909108 72 2875 SH SOLE 0 0 2875 XCEL ENERGY INC COM 98389B100 70 1132 SH SOLE 0 0 1132 XIAOMI CORP CL B COM G9830T106 1 860 SH SOLE 0 0 860 SECTOR MATERIALS SELECT SECTOR SPDR ETF ETF 81369Y100 15 183 SH SOLE 0 0 183 SELECT SECTOR COMMUNICATION SERVICES SELECT SECTOR SPDR ETF ETF 81369Y852 67 1036 SH SOLE 0 0 1036 SECTOR ENERGY SELECT SECTOR SPDR ETF ETF 81369Y506 185 2277 SH SOLE 0 0 2277 SECTOR FINANCIAL SELECT SECTOR SPDR ETF ETF 81369Y605 62 1833 SH SOLE 0 0 1833 SECTOR INDUSTRIAL SELECT SECTOR SPDR ETF ETF 81369Y704 18 164 SH SOLE 0 0 164 SECTOR TECHNOLOGY SELECT SECTOR SPDR ETF ETF 81369Y803 100 573 SH SOLE 0 0 573 SELECT SECTOR TR REAL ESTATE SPDR ETF ETF 81369Y860 3 89 SH SOLE 0 0 89 SELECT UTILITIES SELECT SECTOR SPDR ETF ETF 81369Y886 11 161 SH SOLE 0 0 161 SECTOR HEALTHCARE SELECT SECTOR SPDR ETF ETF 81369Y209 47 357 SH SOLE 0 0 357 CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF ETF 81369Y407 21 126 SH SOLE 0 0 126 SPDR SERIES TRUST S&P METALS & MINING ETF ETF 78464A755 24 473 SH SOLE 0 0 473 EXXON MOBIL CORP COM 30231G102 315 2934 SH SOLE 0 0 2934 XPENG INC ADS REPSTG CL A ORD SHS COM 98422D105 0 28 SH SOLE 0 0 28 CRRC CORP LTD SHS H COM Y1818X100 0 1400 SH SOLE 0 0 1400 YUM BRANDS INC COM 988498101 14 100 SH SOLE 0 0 100 YUM CHINA HOLDINGS INC COM 98850P109 7 117 SH SOLE 0 0 117 ZIMMER BIOMET HOLDINGS INC COM 98956P102 22 150 SH SOLE 0 0 150 ZOETIS INC CL A COM 98978V103 2 11 SH SOLE 0 0 11