0001580642-15-002180.txt : 20150514 0001580642-15-002180.hdr.sgml : 20150514 20150513182117 ACCESSION NUMBER: 0001580642-15-002180 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150331 FILED AS OF DATE: 20150514 DATE AS OF CHANGE: 20150513 EFFECTIVENESS DATE: 20150514 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: 15859713 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 13F-HR LIVE false false false 0001585822 XXXXXXXX 03-31-2015 03-31-2015 Winch Advisory Services, LLC

424 E WISCONSIN AVENUE APPLETON WI 54911

13F HOLDINGS REPORT 028-16148 N Christina V. Winch 920-739-8577 Christina V. 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COM 913903100 751 6379 SH SOLE 0 5000 0 1379 V F CORP COM COM 918204108 8 101 SH SOLE 0 0 0 101 VANGUARD CRSP US LARGE CAP GROW IND ETF ETF 922908736 3 28 SH SOLE 0 0 0 28 VANGUARD CRSP US LARGE CAP VALUE IND ET ETF 922908744 3 41 SH SOLE 0 0 0 41 VANGUARD CRSP US SMALL CAP INDEX SMALL CP ETF 922908751 14 117 SH SOLE 0 0 0 117 VANGUARD EMERGING MARKETS ETF ETF 922042858 13 311 SH SOLE 0 0 0 311 VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858 19 467 SH SOLE 0 0 0 467 VANGUARD FTSE EUROPE ETF ETF 922042874 1993 36753 SH SOLE 0 18660 0 18093 VANGUARD HEALTH CARE INDEX HEALTH CARE ETF 92204A504 11865 87550 SH SOLE 0 31050 0 56500 VANGUARD INTERMEDIATE TERM BOND FUND ETF 921937819 3 30 SH SOLE 0 0 0 30 VANGUARD INTL BOND INDEX ETF ETF 92203J407 3 60 SH SOLE 0 0 0 60 VANGUARD LONG TERM BOND FUND ETF 921937793 6 59 SH SOLE 0 0 0 59 VANGUARD MORTGAGE BACKED SEC ETF ETF 92206C771 3 52 SH SOLE 0 0 0 52 VANGUARD REIT ETF INDEX ETF 922908553 8 91 SH SOLE 0 0 0 91 VANGUARD SHORT TERM BOND FUND ETF 921937827 13 164 SH SOLE 0 0 0 164 VANGUARD TOTAL BOND MARKET ETF ETF 921937835 9 109 SH SOLE 0 0 0 109 VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 2555 23822 SH SOLE 0 0 0 23822 VANGUARD WORLD EX US SMALL CAP ETF ETF 922042718 0 3 SH SOLE 0 0 0 3 VARIAN MEDICAL SYSTEMS INC COM COM 92220P105 3 31 SH SOLE 0 0 0 31 VERIZON COMMUNICATIONS COM COM 92343V104 4908 100924 SH SOLE 0 16580 0 84344 VISTEON CORP COM COM 92839U115 0 1 SH SOLE 0 0 0 1 VISTEON CORP WTS CORP B COM 92839U107 0 2 SH SOLE 0 0 0 2 VODAFONE GROUP PLC ADR SPON ADR 92857W209 31 940 SH SOLE 0 0 0 940 VOLVO AB ADR B SPON ADR 928856400 12 1025 SH SOLE 0 0 0 1025 WALGREENS BOOTS ALLIANCE INC COM COM 931427108 533 6295 SH SOLE 0 5980 0 315 WALT DISNEY CO COM COM 254687106 10755 102533 SH SOLE 0 23550 0 78983 WALTER ENERGY INC COM COM 93317Q105 0 11 SH SOLE 0 0 0 11 WASTE MANAGEMENT INC COM COM 94106l109 36 670 SH SOLE 0 0 0 670 WELLS FARGO & CO COM COM 949746101 145 2673 SH SOLE 0 0 0 2673 WESTERN DIGITAL CORP COM COM 958102105 46 510 SH SOLE 0 0 0 510 WHIRLPOOL CORP COM COM 963320106 2 11 SH SOLE 0 0 0 11 WILEY JOHN & SONS INC CL A COM 968223206 2 34 SH SOLE 0 0 0 34 WINDSTREAM HOLDINGS INC COM COM 97381W104 5 650 SH SOLE 0 0 0 650 WISC ELEC POWER PFD PREF WITH EXP 976656207 4 33 SH SOLE 0 0 0 33 WISCONSIN ENERGY CORP COM COM 976657106 56 1131 SH SOLE 0 0 0 1131 WISDOMTREE GERMANY HEDGED EQUITY FD ETF 97717W448 9 275 SH SOLE 0 0 0 275 WISDOMTREE TRUST EUROPE HEDGED EQUITY FUND ETF 97717X701 5 76 SH SOLE 0 0 0 76 WP CAREY INC COM COM 92936U109 41 602 SH SOLE 0 0 0 602 XCEL ENERGY INC COM COM 98389B100 199 5729 SH SOLE 0 0 0 5729 XENIA HOTELS & RESORTS INC COM COM 984017103 28 1250 SH SOLE 0 0 0 1250 YAHOO! INC COM COM 984332106 44 993 SH SOLE 0 0 0 993 YUM! BRANDS INC COM COM 988498101 3 41 SH SOLE 0 0 0 41 ZAGG INCORPORATED COM COM 98884U108 1 100 SH SOLE 0 0 0 100 ZIMMER HOLDINGS INC COM COM 98956P102 18 152 SH SOLE 0 0 0 152 Lennar Corp. COM 526057104 280 5400 SH SOLE 0 0 0 5400 Valero Energy Corp. COM 91913Y100 279 4378 SH SOLE 0 0 0 4378 Western Refining, Inc. COM 959319104 431 8718 SH SOLE 0 0 0 8718