0001580642-21-000613.txt : 20210209 0001580642-21-000613.hdr.sgml : 20210209 20210209164148 ACCESSION NUMBER: 0001580642-21-000613 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210209 DATE AS OF CHANGE: 20210209 EFFECTIVENESS DATE: 20210209 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: 21607113 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 12-31-2020 12-31-2020 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. 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EXCH TRADED FUND 2 CLOUD COMPUTING ETF ETF 33734X192 42 444 SH SOLE 0 0 444 SCHLUMBERGER LIMITED COM COM 806857108 17 772 SH SOLE 0 0 772 ISHARES SILVER TRUST ISHARES ETF SILVER ETF 46428Q109 5 204 SH SOLE 0 0 204 VANECK VECTORS ETF TRUST SEMICONDUCTOR ET ETF ETF 92189F676 8 37 SH SOLE 0 0 37 SNAP INC COM CL A COM 83304A106 1 25 SH SOLE 0 0 25 SCHNEIDER NATIONAL INC COM CL B COM 80689H102 16 792 SH SOLE 0 0 792 SNOWFLAKE INC COM CL A COM 833445109 11 38 SH SOLE 0 0 38 GLOBAL X FDS INTERNET OF THNG ETF ETF 37954Y780 2 51 SH SOLE 0 0 51 SANOFI ADR SPONSORED ADR 80105N105 7 145 SH SOLE 0 0 145 SOUTHERN CO COM COM 842587107 6 96 SH SOLE 0 0 96 SPDR SERIES TRUST PORTFOLIO AGRGTE ETF ETF 78464A649 1054 34243 SH SOLE 0 0 34243 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 2939 69712 SH SOLE 0 0 69712 SPDR SERIES TRUST PORTFOLIO INTRMD ETF ETF 78464A375 1610 43313 SH SOLE 0 0 43313 SPDR SERIES TRUST PORTFLI TIPS ETF ETF 78464A656 807 25900 SH SOLE 0 0 25900 SPDR SERIES TRUST PORTFOLIO S&P 500 ETF ETF 78464A854 45 1031 SH SOLE 0 0 1031 SPLUNK INC COM COM 848637104 2 10 SH SOLE 0 0 10 SPDR SERIES TRUST PORTFOLIO S&P 400 MID CAP ETF ETF 78464A847 2 47 SH SOLE 0 0 47 SPOTIFY TECHNOLOGY S.A. 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TENCENT HOLDINGS LIMITED ADR UNSPONSORED ADR 88032Q109 8 117 SH SOLE 0 0 117 CONTAINER STORE GRP INC (THE) COM COM 210751103 1 100 SH SOLE 0 0 100 TELEPHONE & DATA SYSTEMS INC 7 PRF SR NTS 15/03/2060 COM 879433837 4 156 SH SOLE 0 0 156 TELADOC HEALTH INC COM COM 87918A105 12 62 SH SOLE 0 0 62 TE CONNECTIVITY LTD COM COM H84989104 4 36 SH SOLE 0 0 36 TARGET CORP COM COM 87612E106 56 318 SH SOLE 0 0 318 TJX COS INC COM COM 872540109 6 81 SH SOLE 0 0 81 ISHARES TRUST 20 YR TR BD ETF ETF 464287432 5 32 SH SOLE 0 0 32 THERMO FISHER SCIENTIFIC INC COM COM 883556102 5 10 SH SOLE 0 0 10 TREX COMPANY INC COM COM 89531P105 7 82 SH SOLE 0 0 82 PRICE T ROWE GROUPS COM COM 74144T108 3 20 SH SOLE 0 0 20 TREVENA INC COM COM 89532E109 4 2000 SH SOLE 0 0 2000 TRACTOR SUPPLY CO COM COM 892356106 22 154 SH SOLE 0 0 154 TESLA INC COM COM 88160R101 506 717 SH SOLE 0 0 717 TAIWAN SEMICONDUCTOR MANUFACTU ADR SPONSORED COM 874039100 15 135 SH SOLE 0 0 135 THE TRADE DESK INC COM CL A COM 88339J105 30 37 SH SOLE 0 0 37 TWILIO INC COM CL A COM 90138F102 6 17 SH SOLE 0 0 17 TWITTER INC COM COM 90184L102 7 134 SH SOLE 0 0 134 TEXAS INSTRUMENTS INC COM COM 882508104 1177 7170 SH SOLE 0 0 7170 UNITY SOFTWARE INC COM COM 91332U101 5 32 SH SOLE 0 0 32 UNDER ARMOUR INC COM CL C COM 904311206 7 440 SH SOLE 0 0 440 UNITED AIRLINES HOLDINGS COM COM 910047109 23 532 SH SOLE 0 0 532 UBER TECHNOLOGIES INC COM COM 90353T100 3 63 SH SOLE 0 0 63 SSGA ACTIVE ETF TR ULTRA SHORT TERM BD ETF ETF 78467V707 285 7048 SH SOLE 0 0 7048 UNITEDHEALTH GROUP INC COM COM 91324P102 94 267 SH SOLE 0 0 267 UNITED PARCEL SERVICE INC COM CL B COM 911312106 7 41 SH SOLE 0 0 41 US BANCORP COM COM 902973304 9 185 SH SOLE 0 0 185 UNITED STATES OIL FUND LP UNITS ETF ETF 91232N108 22 652 SH SOLE 0 0 652 VISA INC COM CL A COM 92826C839 6158 28154 SH SOLE 0 0 28154 VANGUARD MATERIALS ETF ETF 92204A801 7 45 SH SOLE 0 0 45 VANGUARD SMALL CP ETF ETF 922908751 27 138 SH SOLE 0 0 138 VISTEON CORPORATION COM COM 92839U206 0 2 SH SOLE 0 0 2 VANGUARD INT-TERM CORP ETF BOND ETF 92206C870 11 116 SH SOLE 0 0 116 VANGUARD FTSE DEV MKT ETF ETF 921943858 25 523 SH SOLE 0 0 523 VEEVA SYSTEMS INC COM CL A COM 922475108 8 28 SH SOLE 0 0 28 V F CORP COM COM 918204108 16 187 SH SOLE 0 0 187 VANGUARD FINANCIALS ETF ETF 92204A405 7 98 SH SOLE 0 0 98 VANGUARD INTER TERM TREAS ETF ETF 92206C706 103 1487 SH SOLE 0 0 1487 VANGUARD FTSE EUROPE ETF ETF 922042874 79 1319 SH SOLE 0 0 1319 VANGUARD SHORT TERM TREAS ETF ETF 92206C102 13992 227139 SH SOLE 0 0 227139 VANGUARD HEALTH CAR ETF ETF 92204A504 118 527 SH SOLE 0 0 527 VALERO ENERGY CORP COM COM 91913Y100 55 972 SH SOLE 0 0 972 VMWARE INC COM CL A COM 928563402 2 16 SH SOLE 0 0 16 VODAFONE GROUP ADR SPONSORED SPON ADR 92857W308 10 611 SH SOLE 0 0 611 VANGUARD S&P 500 ETF SHS ETF 922908363 25 73 SH SOLE 0 0 73 VANGUARD MCAP GR IDXVIP ETF ETF 922908538 29 139 SH SOLE 0 0 139 VANGUARD TT WRLD ST ETF ETF 922042742 2 24 SH SOLE 0 0 24 VANGUARD TOTAL STK MKT ETF ETF 922908769 273 1404 SH SOLE 0 0 1404 VIATRIS INC COM COM 92556V106 1 62 SH SOLE 0 0 62 VANGUARD VALUE ETF ETF 922908744 14 121 SH SOLE 0 0 121 VANGUARD GROWTH ETF ETF 922908736 9 34 SH SOLE 0 0 34 VALVOLINE INC COM COM 92047W101 48 2065 SH SOLE 0 0 2065 VANGUARD FTSE EMR MKT ETF ETF 922042858 36 712 SH SOLE 0 0 712 VANGUARD STAR FD TL INTL STK F ETF ETF 921909768 23 387 SH SOLE 0 0 387 VANGUARD HIGH DIV YLD ETF ETF 921946406 82 897 SH SOLE 0 0 897 VERIZON COMMUNICATIONS COM COM 92343V104 470 7997 SH SOLE 0 0 7997 WALGREENS BOOTS ALLIANCE INC COM COM 931427108 47 1167 SH SOLE 0 0 1167 WELBILT INC COM COM 949090104 2 152 SH SOLE 0 0 152 WEC ENERGY GROUP INC COM COM 92939U106 640 6949 SH SOLE 0 0 6949 WELLTOWER INC COM USD1 COM 95040Q104 15 230 SH SOLE 0 0 230 WELLS FARGO & COMPANY COM COM 949746101 82 2714 SH SOLE 0 0 2714 WASTE MANAGEMENT INC COM COM 94106L109 95 802 SH SOLE 0 0 802 WALMART INC COM COM 931142103 172 1194 SH SOLE 0 0 1194 SOLARWINDOW TECHNOLOGIES INC COM COM 83417L106 2 216 SH SOLE 0 0 216 WHEATON PRECIOUS METALS CORP COM COM 962879102 17 409 SH SOLE 0 0 409 WILLIAMS-SONOMA INC COM COM 969904101 4 35 SH SOLE 0 0 35 WESTERN UNION COMPANY (THE) COM COM 959802109 2 70 SH SOLE 0 0 70 WEYERHAEUSER COMPANY COM USD1.25 COM 962166104 4 122 SH SOLE 0 0 122 UNITED STATES STEEL CORP COM COM 912909108 17 1024 SH SOLE 0 0 1024 SPDR SERIES TRUST AEROSPACE DEF ETF ETF 78464A631 3 29 SH SOLE 0 0 29 XCEL ENERGY INC COM COM 98389B100 71 1059 SH SOLE 0 0 1059 XIAOMI CORPORATION ADR UNSPONSORED ADR 98421U108 3 155 SH SOLE 0 0 155 SELECT SECTOR SPDR TRUST SBI MATERIALS ETF ETF 81369Y100 13 175 SH SOLE 0 0 175 SELECT SECTOR SPDR TRUST COMUNICATION SERVC SELECT ETF 81369Y852 67 989 SH SOLE 0 0 989 SELECT SECTOR SPDR TRUST ENERGY ETF ETF 81369Y506 2289 60388 SH SOLE 0 0 60388 SELECT SECTOR SPDR TRUST SBI INT-FINL ETF ETF 81369Y605 43 1452 SH SOLE 0 0 1452 SELECT SECTOR SPDR TRUST SBI INT-INDS ETF ETF 81369Y704 14 159 SH SOLE 0 0 159 SELECT SECTOR SPDR TRUST TECHNOLOGY ETF ETF 81369Y803 61 468 SH SOLE 0 0 468 SELECT SECTOR SPDR TRUST RL EST SEL SEC ETF ETF 81369Y860 3 85 SH SOLE 0 0 85 SELECT SECTOR SPDR TRUST SBI INT-UTILS ETF ETF 81369Y886 6 103 SH SOLE 0 0 103 SELECT SECTOR SPDR TRUST SBI HEALTHCARE ETF ETF 81369Y209 39 344 SH SOLE 0 0 344 SELECT SECTOR SPDR TRUST SBI CONS DISCR ETF ETF 81369Y407 12 72 SH SOLE 0 0 72 SPDR SERIES TRUST S&P METALS MNG ETF ETF 78464A755 14 426 SH SOLE 0 0 426 EXXON MOBIL CORPORATION COM COM 30231G102 55 1325 SH SOLE 0 0 1325 YUM BRANDS INC COM COM 988498101 11 98 SH SOLE 0 0 98 YUM CHINA HOLDINGS INC COM COM 98850P109 7 115 SH SOLE 0 0 115 ZIMMER BIOMET HOLDINGS INC COM COM 98956P102 24 159 SH SOLE 0 0 159 ZILLOW GROUP INC COM CL A COM 98954M101 11 82 SH SOLE 0 0 82 ZOOM VIDEO COMMUNICATIONS INC COM CL A COM 98980L101 24 71 SH SOLE 0 0 71 ZSCALER INC COM COM 98980G102 13 67 SH SOLE 0 0 67 ZOETIS INC COM CL A COM 98978V103 12 72 SH SOLE 0 0 72