0001580642-20-000669.txt : 20200212 0001580642-20-000669.hdr.sgml : 20200212 20200212132029 ACCESSION NUMBER: 0001580642-20-000669 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200212 DATE AS OF CHANGE: 20200212 EFFECTIVENESS DATE: 20200212 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: 20603014 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 12-31-2019 12-31-2019 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 02-12-2020 0 383 210811 INFORMATION TABLE 2 infotable.xml AVANTAIR INC COM DELISTED COM 05350T101 0 300 SH SOLE 0 0 300 E DIGITAL CORP COM DELISTED COM 26841Y103 0 710 SH SOLE 0 0 710 HIGHLANDS REIT INC NSA COM 43199G105 4 10000 SH SOLE 0 0 10000 INVENTRUST PROPERTIES CORP NSA COM 45599R102 31 10000 SH SOLE 0 0 10000 LDK SOLAR CO LTD ADR TERMINATION 4/25/19 COM 50183L107 0 50 SH SOLE 0 0 50 WALTER ENERGY INC COM COM 93317Q105 0 11 SH SOLE 0 0 11 ALCOA CORPORATION COM COM 013872106 0 11 SH SOLE 0 0 11 APPLE INC COM COM 037833100 18547 63161 SH SOLE 0 0 63161 ABBVIE INC COM COM 00287Y109 51 571 SH SOLE 0 0 571 ARBOR REALTY TRUST INC COM COM 038923108 1 45 SH SOLE 0 0 45 ABBOTT LABORATORIES COM COM 002824100 4 48 SH SOLE 0 0 48 AURORA CANNABIS INC COM COM 05156X108 7 3030 SH SOLE 0 0 3030 ACCENTURE PLC COM COM G1151C101 4 17 SH SOLE 0 0 17 ISHARES TRUST MSCI ACWI ETF MSCI ACWI ETF 464288257 6 72 SH SOLE 0 0 72 ADOBE INC COM COM 00724F101 2912 8830 SH SOLE 0 0 8830 ANALOG DEVICES INC COM COM 032654105 4 34 SH SOLE 0 0 34 ADAMIS PHARMAS CORP COM COM 00547W208 0 73 SH SOLE 0 0 73 AUTOMATIC DATA PROCESSING INC COM COM 053015103 4 23 SH SOLE 0 0 23 AFLAC INC COM COM 001055102 47 881 SH SOLE 0 0 881 ISHARES TRUST CORE US AGGBD ET ETF CORE TOTUSBD ETF 464287226 30 270 SH SOLE 0 0 270 WISDOMTREE TRUST YLD ENH US AGGREGATE BD FD ETF 97717X511 745 14266 SH SOLE 0 0 14266 ALLERGAN PLC. 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COM COM 842587107 6 92 SH SOLE 0 0 92 SPDR SERIES TRUST PORTFOLIO AGRGTE ETF ETF 78464A649 802 27298 SH SOLE 0 0 27298 SPDR INDEX SHARES FUNDS PORTFOLIO DEVLPD ETF ETF 78463X889 1 26 SH SOLE 0 0 26 SPDR INDEX SHARES FUNDS PORTFOLIO EMG MK ETF ETF 78463X509 8998 239383 SH SOLE 0 0 239383 SPDR SERIES TRUST PORTFOLIO INTRMD ETF ETF 78464A375 1380 39076 SH SOLE 0 0 39076 SPDR SERIES TRUST PORTFLI TIPS ETF ETF 78464A656 447 15656 SH SOLE 0 0 15656 SPDR SERIES TRUST PORTFOLIO LR ETF ETF 78464A854 38 1012 SH SOLE 0 0 1012 SPDR SERIES TRUST PORTFOLIO MD ETF ETF 78464A847 10350 285669 SH SOLE 0 0 285669 SPDR SERIES TRUST PORTFOLIO SHORT ETF ETF 78464A474 8723 282860 SH SOLE 0 0 282860 SPDR SERIES TRUST PORTFOLIO SM ETF ETF 78468R853 9 280 SH SOLE 0 0 280 SPDR SERIES TRUST PORTFOLIO TL STK ETF ETF 78464A805 16243 407511 SH SOLE 0 0 407511 SPDR SERIES TRUST PORTFOLIO SH TSR ETF ETF 78468R101 12 395 SH SOLE 0 0 395 SPDR S&P500 ETF TRUST TR UNIT ETF TR UNIT 78462F103 1357 4216 SH SOLE 0 0 4216 SPDR 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SH SOLE 0 0 152 TESLA INC COM COM 88160R101 36 87 SH SOLE 0 0 87 TAIWAN SEMICONDUCTOR MANUFACTU ADR SPONSORED COM 874039100 8 132 SH SOLE 0 0 132 THE TRADE DESK INC COM CL A COM 88339J105 7 26 SH SOLE 0 0 26 TWO HARBORS INVESMENT CORP COM NEW COM 90187B408 4 300 SH SOLE 0 0 300 TEXAS INSTRUMENTS INC COM COM 882508104 5 41 SH SOLE 0 0 41 UNDER ARMOUR INC COM CL C COM 904311206 10 540 SH SOLE 0 0 540 UNDER ARMOUR INC COM CL A COM 904311107 2 100 SH SOLE 0 0 100 SSGA ACTIVE ETF TR ULT SHT TRM BD ETF ETF 78467V707 287 7110 SH SOLE 0 0 7110 ULTA BEAUTY INC COM COM 90384S303 5 18 SH SOLE 0 0 18 UNITEDHEALTH GROUP INC COM COM 91324P102 124 422 SH SOLE 0 0 422 PROSHARES TRUST ULTR RUSSL2000 ETF ETF 74347X799 12 142 SH SOLE 0 0 142 US BANCORP COM COM 902973304 7 111 SH SOLE 0 0 111 WISDOMTREE TRUST FLOATNG RAT TREA ETF ETF 97717X628 102 4064 SH SOLE 0 0 4064 United States Oil Fund LP ETF 91232N108 70 5433 SH SOLE 0 0 5433 UNITED TECHNOLOGIES CORP COM COM 913017109 693 4628 SH SOLE 0 0 4628 VISA INC COM CL A COM 92826C839 3087 16427 SH SOLE 0 0 16427 VISTEON CORPORATION COM COM 92839U206 0 2 SH SOLE 0 0 2 VANGUARD INT-TERM CORP ETF BOND ETF 92206C870 1281 14027 SH SOLE 0 0 14027 V F CORP COM COM 918204108 22 220 SH SOLE 0 0 220 VANGUARD FTSE EUROPE ETF ETF 922042874 88 1503 SH SOLE 0 0 1503 VANGUARD HEALTH CAR ETF ETF 92204A504 103 535 SH SOLE 0 0 535 VALERO ENERGY CORP COM COM 91913Y100 3168 33827 SH SOLE 0 0 33827 VMWARE INC COM CL A COM 928563402 5 36 SH SOLE 0 0 36 VANGUARD REAL ESTATE ETF ETF 922908553 25 264 SH SOLE 0 0 264 VODAFONE GROUP ADR SPONSORED SPON ADR 92857W308 16 814 SH SOLE 0 0 814 VANGUARD MCAP GR IDXVIP ETF ETF 922908538 329 2069 SH SOLE 0 0 2069 VANGUARD TOTAL STK MKT ETF ETF 922908769 531 3244 SH SOLE 0 0 3244 VANGUARD VALUE ETF ETF 922908744 24 198 SH SOLE 0 0 198 VANGUARD GROWTH ETF ETF 922908736 6 34 SH SOLE 0 0 34 VALVOLINE INC COM COM 92047W101 43 2015 SH SOLE 0 0 2015 VANGUARD FTSE EMR MKT ETF ETF 922042858 16 368 SH SOLE 0 0 368 VANGUARD STAR FD TL INTL STK F ETF ETF 921909768 30 538 SH SOLE 0 0 538 VANGUARD HIGH DIV YLD ETF ETF 921946406 78 832 SH SOLE 0 0 832 VERIZON COMMUNICATIONS COM COM 92343V104 474 7714 SH SOLE 0 0 7714 WALGREENS BOOTS ALLIANCE INC COM COM 931427108 66 1114 SH SOLE 0 0 1114 WELBILT INC COM COM 949090104 178 11372 SH SOLE 0 0 11372 WEC ENERGY GROUP INC COM COM 92939U106 626 6787 SH SOLE 0 0 6787 WELLTOWER INC COM COM 95040Q104 31 376 SH SOLE 0 0 376 WELLS FARGO & COMPANY COM COM 949746101 141 2612 SH SOLE 0 0 2612 WHITING PETROLEUM CORP COM COM 966387409 1 106 SH SOLE 0 0 106 WASTE MANAGEMENT INC COM COM 94106L109 90 786 SH SOLE 0 0 786 WALMART INC COM COM 931142103 90 760 SH SOLE 0 0 760 WHEATON PRECIOUS METALS CORP COM COM 962879102 12 404 SH SOLE 0 0 404 WESTERN UNION COMPANY (THE) COM COM 959802109 2 66 SH SOLE 0 0 66 WEYERHAEUSER COMPANY COM COM 962166104 3 105 SH SOLE 0 0 105 UNITED STATES STEEL CORP COM COM 912909108 10 853 SH SOLE 0 0 853 SPDR SERIES TRUST AEROSPACE DEF ETF ETF 78464A631 54 496 SH SOLE 0 0 496 XCEL ENERGY INC COM COM 98389B100 66 1032 SH SOLE 0 0 1032 XIAOMI CORPORATION ADR UNSPONSORED ADR 98421U108 1 155 SH SOLE 0 0 155 SELECT SECTOR SPDR TRUST SBI MATERIALS ETF ETF 81369Y100 10 171 SH SOLE 0 0 171 SELECT SECTOR SPDR TRUST COMMUNICATION ETF ETF 81369Y852 53 981 SH SOLE 0 0 981 SELECT SECTOR SPDR TRUST ENERGY ETF ETF 81369Y506 75 1257 SH SOLE 0 0 1257 SELECT SECTOR SPDR TRUST SBI INT-FINL ETF ETF 81369Y605 44 1416 SH SOLE 0 0 1416 SELECT SECTOR SPDR TRUST SBI INT-INDS ETF ETF 81369Y704 13 156 SH SOLE 0 0 156 SELECT SECTOR SPDR TRUST TECHNOLOGY ETF ETF 81369Y803 42 463 SH SOLE 0 0 463 SELECT SECTOR SPDR TRUST SBI INT-UTILS ETF ETF 81369Y886 6 100 SH SOLE 0 0 100 SELECT SECTOR SPDR TRUST SBI HEALTHCARE ETF ETF 81369Y209 34 336 SH SOLE 0 0 336 SELECT SECTOR SPDR TRUST SBI CONS DISCR ETF ETF 81369Y407 9 72 SH SOLE 0 0 72 SPDR SERIES TRUST S&P METALS MNG ETF ETF 78464A755 19 639 SH SOLE 0 0 639 EXXON MOBIL CORPORATION COM COM 30231G102 1751 25088 SH SOLE 0 0 25088 SPDR SERIES TRUST S&P OILGAS EXP ETF ETF 78464A730 802 33831 SH SOLE 0 0 33831 XPO LOGISTICS INC COM COM 983793100 31 390 SH SOLE 0 0 390 OMEGA NAV ENT INC COM DELISTED COM Y6476R105 0 491 SH SOLE 0 0 491 YINGLI GREEN ENERGY HOLDING CO ADR COM 98584B202 0 225 SH SOLE 0 0 225 YUM BRANDS INC COM COM 988498101 10 96 SH SOLE 0 0 96 YUM CHINA HOLDINGS INC COM COM 98850P109 6 115 SH SOLE 0 0 115 ZIMMER BIOMET HOLDINGS INC COM COM 98956P102 24 157 SH SOLE 0 0 157 ZOETIS INC COM CL A COM 98978V103 11 81 SH SOLE 0 0 81