0001580642-18-005423.txt : 20181113
0001580642-18-005423.hdr.sgml : 20181113
20181113120840
ACCESSION NUMBER: 0001580642-18-005423
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20180930
FILED AS OF DATE: 20181113
DATE AS OF CHANGE: 20181113
EFFECTIVENESS DATE: 20181113
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: 181176540
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
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09-30-2018
09-30-2018
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Winch Advisory Services, LLC
424 E Wisconsin Avenue
Appleton
WI
54911
13F HOLDINGS REPORT
028-16148
N
Christina V Winch
CCO
920-739-8577
/s/ Christina V Winch
Appleton
WI
11-13-2018
0
345
198997
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MEDTRONIC PLC COM
COM
G5960L103
22
221
SH
SOLE
0
0
221
SPDR S&P MIDCAP UTSER1 S&PDCRP ETF
ETF
78467Y107
125
341
SH
SOLE
0
0
341
METLIFE INC COM
COM
59156R108
11
225
SH
SOLE
0
0
225
MCCORMICK & CO INC COM
COM
579780206
33
249
SH
SOLE
0
0
249
MARTIN MARIETTA MATLS INC COM
COM
573284106
381
2096
SH
SOLE
0
0
2096
3M CO COM
COM
88579Y101
940
4459
SH
SOLE
0
0
4459
THE MOSAIC CO COM
COM
61945C103
548
16880
SH
SOLE
0
0
16880
MARATHON PETE CORP COM
COM
56585A102
23
284
SH
SOLE
0
0
284
MARIMED INC COM
COM
56782V107
2
500
SH
SOLE
0
0
500
MARATHON OIL CORP COM
COM
565849106
6
276
SH
SOLE
0
0
276
MICROSOFT CORP COM
COM
594918104
5454
47688
SH
SOLE
0
0
47688
MOTOROLA INC COM
COM
620076307
17
131
SH
SOLE
0
0
131
MANITOWOC INC COM
COM
563571108
8
332
SH
SOLE
0
0
332
MICRON TECHNOLOGY INC COM
COM
595112103
3
65
SH
SOLE
0
0
65
MV OIL TRUST COM
COM
553859109
5
418
SH
SOLE
0
0
418
MYLAN N V COM
COM
N59465109
0
10
SH
SOLE
0
0
10
NETFLIX.COM INC COM
COM
64110L106
4558
12184
SH
SOLE
0
0
12184
NOVAGOLD RESOURCES INC COM
COM
66987E206
8
2155
SH
SOLE
0
0
2155
NIKE INC COM CL B
COM
654106103
65
767
SH
SOLE
0
0
767
ANNALY CAPITAL MANAGEMENT INC COM
COM
035710409
20
1955
SH
SOLE
0
0
1955
NORTHROP GRUMMAN CORP COM
COM
666807102
737
2321
SH
SOLE
0
0
2321
NEENAH INC COM
COM
640079109
8
91
SH
SOLE
0
0
91
NU SKIN ENTERPRISES INC. COM CL A
COM
67018T105
7
81
SH
SOLE
0
0
81
NOVAVAX INC COM
COM
670002104
2
1000
SH
SOLE
0
0
1000
NVIDIA CORP COM
COM
67066G104
2251
8009
SH
SOLE
0
0
8009
NEW AGE FARM COM
COM
64157D108
0
3000
SH
SOLE
0
0
3000
NAMASTE TECHNOLOGIES INC COM
COM
62987D108
1
575
SH
SOLE
0
0
575
OAKTREE SPECIALTY LENDING CORP COM
COM
67401P108
2
403
SH
SOLE
0
0
403
VANECK VECTORS OIL SVCS ETF
ETF
92189F718
4686
186035
SH
SOLE
0
0
186035
ORACLE CORP COM
COM
68389X105
1
12
SH
SOLE
0
0
12
JANUS ORGANICS ETF
ETF
47103U605
6
180
SH
SOLE
0
0
180
OSHKOSH CORPORATION COM
COM
688239201
42
591
SH
SOLE
0
0
591
PALO ALTO NETWORKS COM
COM
697435105
2
7
SH
SOLE
0
0
7
PEPSICO INC COM
COM
713448108
47
418
SH
SOLE
0
0
418
PFIZER INC COM
COM
717081103
21
483
SH
SOLE
0
0
483
PRINCIPAL FINANCIAL GROUP COM
COM
74251V102
18
304
SH
SOLE
0
0
304
PROCTER GAMBLE CO COM
COM
742718109
225
2699
SH
SOLE
0
0
2699
INVESCO DYNMC PHRMCTLS ETF
ETF
46137V662
2
30
SH
SOLE
0
0
30
PACKAGING CORP OF AMERICA COM
COM
695156109
411
3747
SH
SOLE
0
0
3747
INVESCO BUYBACK ACHIEV ETF
ETF
73935X286
47
766
SH
SOLE
0
0
766
PLEXUS CORP COM
COM
729132100
12
200
SH
SOLE
0
0
200
PENNANT INVESTMENT CORP COM
COM
708062104
6
775
SH
SOLE
0
0
775
PRUDENTIAL FINANCIAL INC COM
COM
744320102
10
103
SH
SOLE
0
0
103
PUBLIC STORAGE COM
COM
74460D109
14
68
SH
SOLE
0
0
68
PROSPECT CAPITAL CORPORATION COM
COM
74348T102
4
516
SH
SOLE
0
0
516
PURE STORAGE INC COM CL A
COM
74624M102
2
90
SH
SOLE
0
0
90
PHILLIPS 66 COM
COM
718546104
3
23
SH
SOLE
0
0
23
PIONEER NATURAL RESOURCES CO COM
COM
723787107
9
49
SH
SOLE
0
0
49
PAYPAL HLDGS INC COM
COM
70450Y103
115
1309
SH
SOLE
0
0
1309
QUALCOMM INC COM
COM
747525103
1
10
SH
SOLE
0
0
10
INVESCO QQQ TR UNIT SER 1 ETF
ETF
73935A104
78
420
SH
SOLE
0
0
420
QUAD/GRAPHICS INC COM CL A
COM
747301109
21
1000
SH
SOLE
0
0
1000
ROYAL DUTCH SHELL PLC ADR SPONSORED
COM
780259206
4
54
SH
SOLE
0
0
54
ROYAL GOLD INC COM
COM
780287108
7
91
SH
SOLE
0
0
91
EXCHANGE TRADED CONCEPTS TRUST ROBO GLB ETF
ETF
301505707
8
196
SH
SOLE
0
0
196
ROKU INC COM CL A
COM
77543R102
7
100
SH
SOLE
0
0
100
ROPER TECHNOLOGIES INC COM
COM
776696106
637
2152
SH
SOLE
0
0
2152
PACIFIC COAST OIL TRUST COM
COM
694103102
1
461
SH
SOLE
0
0
461
RAPID7 INC COM
COM
753422104
13
352
SH
SOLE
0
0
352
RAYTHEON CO COM
COM
755111507
54
263
SH
SOLE
0
0
263
REVANCE THERAPEUTICS INC COM
COM
761330109
5
200
SH
SOLE
0
0
200
STARBUCKS CORP COM
COM
855244109
13
234
SH
SOLE
0
0
234
SHARING ECONOMY INTL INC COM
COM
819534108
0
3
SH
SOLE
0
0
3
WISDOMTREE YIELD ENHANCED ETF
ETF
97717Y808
47
968
SH
SOLE
0
0
968
GLOBAL X GLOBAL X SILVER ETF
SILVER ETF
37954Y848
2
102
SH
SOLE
0
0
102
SMUCKER J M CO COM
COM
832696405
2
15
SH
SOLE
0
0
15
SCHLUMBERGER LTD COM
COM
806857108
999
16403
SH
SOLE
0
0
16403
ISHARES ISHARES ETF
SILVER ETF
46428Q109
2
170
SH
SOLE
0
0
170
SPDR FTSE S&P 600 SMCP GRW ETF
ETF
78464A201
3
50
SH
SOLE
0
0
50
SNAP INC COM CL A
COM
83304A106
9
1010
SH
SOLE
0
0
1010
SCHNEIDER NATIONAL INC COM CL B
COM
80689H102
18
707
SH
SOLE
0
0
707
GLOBAL X INTERNET OF THNG ETF
ETF
37954Y780
1
51
SH
SOLE
0
0
51
SOUTHERN CO COM
COM
842587107
9
202
SH
SOLE
0
0
202
SONIC CORP COM
COM
835451105
0
10
SH
SOLE
0
0
10
SPDR PORTFOLIO EMG MK ETF
ETF
78463X509
4740
136098
SH
SOLE
0
0
136098
SPDR FTSE PORTFOLIO INTRMD ETF
ETF
78464A375
1080
32426
SH
SOLE
0
0
32426
SPDR FTSE PORTFOLIO MD ETF
ETF
78464A847
5380
148827
SH
SOLE
0
0
148827
SPOTIFY TECHNOLOGY S A COM
COM
L8681T102
1
4
SH
SOLE
0
0
4
SPDR SERIES TRUST PORTFOLIO SM ETF
ETF
78468R853
6265
188485
SH
SOLE
0
0
188485
SPDR FTSE PORTFOLIO TL STK ETF
ETF
78464A805
8956
247394
SH
SOLE
0
0
247394
SUNPOWER CORPORATIONS COM
COM
867652406
0
45
SH
SOLE
0
0
45
SPDR S&P 500 TR UNIT ETF
TR UNIT
78462F103
1358
4672
SH
SOLE
0
0
4672
SPDR FTSE PRTFLO S&P500 GW ETF
ETF
78464A409
1
30
SH
SOLE
0
0
30
SPDR FTSE PRTFLO S&P500 VL ETF
ETF
78464A508
9052
290865
SH
SOLE
0
0
290865
SASOL LTD ADR SPONSORED
SPON ADR
803866300
7
185
SH
SOLE
0
0
185
STEEL DYNAMICS INC COM
COM
858119100
9
210
SH
SOLE
0
0
210
STMICROELECTRONICS NV-NY SHS ADR SPONSORED
SPON ADR
861012102
1
51
SH
SOLE
0
0
51
STAMPS.COM INC COM
COM
852857200
3
12
SH
SOLE
0
0
12
CONSTELLATION BRANDS INC COM CL A
COM
21036P108
22
100
SH
SOLE
0
0
100
PURPOSE SILVER BULLION FD ETF NON CURRENCY
COM
827467101
12
1450
SH
SOLE
0
0
1450
SCHWEITZER-MAUDUIT COM
COM
808541106
2
50
SH
SOLE
0
0
50
STRYKER CORP COM
COM
863667101
2756
15509
SH
SOLE
0
0
15509
SYSCO CORP COM
COM
871829107
16
222
SH
SOLE
0
0
222
AT&T INC COM
COM
00206R102
216
6418
SH
SOLE
0
0
6418
TENCENT HOLDINGS LTD ADR UNSPONSORED
ADR
88032Q109
5
116
SH
SOLE
0
0
116
CONTAINER STORE GROUP INC COM
COM
210751103
0
15
SH
SOLE
0
0
15
TARGET CORP COM
COM
87612E106
9
106
SH
SOLE
0
0
106
TJX COMPANIES INC COM
COM
872540109
9
81
SH
SOLE
0
0
81
DIREXION SHARES TRUST DLY SMCAP BULL3X ETF
ETF
25459W847
17
188
SH
SOLE
0
0
188
TOTAL S A ADR SPONSORED
COM
89151E109
5
78
SH
SOLE
0
0
78
TRANSCANADA CORP COM
COM
89353D107
5
113
SH
SOLE
0
0
113
TREVENA INC COM
COM
89532E109
1
500
SH
SOLE
0
0
500
TRACTOR SUPPLY CO COM
COM
892356106
14
152
SH
SOLE
0
0
152
TESLA INC COM
COM
88160R101
88
332
SH
SOLE
0
0
332
TAIWAN SEMICONDUCTOR ADR SPONSORED
COM
874039100
6
128
SH
SOLE
0
0
128
TWO HARBORS INVESTMENT CORP COM NEW
COM
90187B408
29
1946
SH
SOLE
0
0
1946
UNDER ARMOUR INC COM CL C
COM
904311206
11
540
SH
SOLE
0
0
540
UNDER ARMOUR INC COM CL A
COM
904311107
2
100
SH
SOLE
0
0
100
UNITEDHEALTH GROUP INC COM
COM
91324P102
89
336
SH
SOLE
0
0
336
UNITED RENTALS CV COM
COM
911363109
6
35
SH
SOLE
0
0
35
PROSHARES ULTR RUSSL2000 ETF
ETF
74347X799
15
142
SH
SOLE
0
0
142
United States Oil Fund LP
ETF
91232N108
93
6018
SH
SOLE
0
0
6018
VISA INC COM CL A
COM
92826C839
2108
14045
SH
SOLE
0
0
14045
VARIAN MEDICAL SYSTEMS INC COM
COM
92220P105
3
31
SH
SOLE
0
0
31
VANGUARD SML CP GRW ETF
ETF
922908595
7
37
SH
SOLE
0
0
37
VISTEON CORP COM
COM
92839U206
0
2
SH
SOLE
0
0
2
VANGUARD INT-TERM CORP ETF
BOND ETF
92206C870
11
132
SH
SOLE
0
0
132
VEREIT INC COM
COM
92339V100
2
224
SH
SOLE
0
0
224
V F CORP COM
COM
918204108
16
176
SH
SOLE
0
0
176
VANGUARD FTSE EUROPE ETF
ETF
922042874
267
4745
SH
SOLE
0
0
4745
VIRNETX HOLDING COM
COM
92823T108
2
333
SH
SOLE
0
0
333
VANGUARD WORLD FUNDS HEALTH CAR ETF
ETF
92204A504
113
629
SH
SOLE
0
0
629
VIKING THERAPEUTICS INC COM
COM
92686J106
3
200
SH
SOLE
0
0
200
VALERO ENERGY CORP COM
COM
91913Y100
3020
26553
SH
SOLE
0
0
26553
VMWARE INC COM CL A
COM
928563402
6
36
SH
SOLE
0
0
36
VANGUARD REAL ESTATE ETF
ETF
922908553
20
252
SH
SOLE
0
0
252
VODAFONE GROUP PLC ADR SPONSORED
SPON ADR
92857W308
19
866
SH
SOLE
0
0
866
VANGUARD MCAP GR IDXVIP ETF
ETF
922908538
208
1459
SH
SOLE
0
0
1459
VAREX IMAGING CORP COM
COM
92214X106
0
12
SH
SOLE
0
0
12
VANGUARD TOTAL STK MKT ETF
ETF
922908769
423
2829
SH
SOLE
0
0
2829
VENTAS INC COM
COM
92276F100
8
148
SH
SOLE
0
0
148
VANGUARD VALUE ETF
ETF
922908744
21
190
SH
SOLE
0
0
190
VALVOLINE INC COM
COM
92047W101
42
1961
SH
SOLE
0
0
1961
VANGUARD FTSE EMR MKT ETF
ETF
922042858
19
472
SH
SOLE
0
0
472
VANGUARD HIGH DIV YLD ETF
ETF
921946406
31
357
SH
SOLE
0
0
357
VERIZON COMMUNICATIONS COM
COM
92343V104
316
5914
SH
SOLE
0
0
5914
WALGREENS BOOTS ALLIANCE INC COM
COM
931427108
60
818
SH
SOLE
0
0
818
WELBILT INC COM
COM
949090104
342
16372
SH
SOLE
0
0
16372
WEC ENERGY GROUP INC COM
COM
92939U106
431
6449
SH
SOLE
0
0
6449
WELLTOWER INC COM
COM
95040Q104
24
367
SH
SOLE
0
0
367
WELLS FARGO & CO COM
COM
949746101
140
2672
SH
SOLE
0
0
2672
WESTLAKE CHEMICAL CORP COM
COM
960413102
342
4111
SH
SOLE
0
0
4111
WHITING PETROLEUM CORP COM
COM
966387409
6
106
SH
SOLE
0
0
106
WALTER ENERGY INC COM
COM
93317Q105
0
11
SH
SOLE
0
0
11
WASTE MANAGEMENT INC COM
COM
94106L109
59
658
SH
SOLE
0
0
658
WALMART INC COM
COM
931142103
22
237
SH
SOLE
0
0
237
WORTHINGTON INDS INC COM
COM
981811102
3
75
SH
SOLE
0
0
75
WHEATON PRECIOUS METALS CORP COM
COM
962879102
7
397
SH
SOLE
0
0
397
WESTERN UNION COM
COM
959802109
1
63
SH
SOLE
0
0
63
UNITED STATES STEEL CORP COM
COM
912909108
393
12900
SH
SOLE
0
0
12900
SPDR FTSE AEROSPACE DEF ETF
ETF
78464A631
49
492
SH
SOLE
0
0
492
XCEL ENERGY INC COM
COM
98389B100
73
1551
SH
SOLE
0
0
1551
SPDR FTSE HLTH CR EQUIP ETF
ETF
78464A581
2
23
SH
SOLE
0
0
23
SELECT SECTOR SPDR TRUST SBI MATERIALS ETF
ETF
81369Y100
4025
69479
SH
SOLE
0
0
69479
SELECT SECTOR SPDR TRUST ENERGY ETF
ETF
81369Y506
164
2169
SH
SOLE
0
0
2169
SELECT SECTOR SPDR TRUST SBI INT-FINL ETF
ETF
81369Y605
32
1169
SH
SOLE
0
0
1169
SELECT SECTOR SPDR TRUST SBI INT-INDS ETF
ETF
81369Y704
12
152
SH
SOLE
0
0
152
SELECT SECTOR SPDR TRUST SBI INT-UTILS ETF
ETF
81369Y886
5
96
SH
SOLE
0
0
96
SELECT SECTOR SPDR TRUST SBI CONS DISCR ETF
ETF
81369Y407
5
39
SH
SOLE
0
0
39
SPDR FTSE S&P METALS MNG ETF
ETF
78464A755
2572
75280
SH
SOLE
0
0
75280
EXXON MOBIL CORPORATION COM
COM
30231G102
2154
25332
SH
SOLE
0
0
25332
SPDR FTSE S&P OILGAS EXP ETF
ETF
78464A730
4681
108136
SH
SOLE
0
0
108136
XPO LOGISTICS INC COM
COM
983793100
45
390
SH
SOLE
0
0
390
YINGLI GREEN ENERGY HLDG CO ADR
COM
98584B202
0
225
SH
SOLE
0
0
225
YUM! BRANDS INC COM
COM
988498101
4
44
SH
SOLE
0
0
44
ZIMMER BIOMET HOLDINGS INC COM
COM
98956P102
20
156
SH
SOLE
0
0
156