0001580642-23-000427.txt : 20230126 0001580642-23-000427.hdr.sgml : 20230126 20230126161839 ACCESSION NUMBER: 0001580642-23-000427 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230126 DATE AS OF CHANGE: 20230126 EFFECTIVENESS DATE: 20230126 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: 23557974 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 12-31-2022 12-31-2022 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 01-26-2023 0 449 234413 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 1 11 SH SOLE 0 0 11 AMERICAN AIRLINES GROUP INC COM 02376R102 1 98 SH SOLE 0 0 98 APPLE INC COM 037833100 18133 139561 SH SOLE 0 0 139561 ABBVIE INC COM 00287Y109 121 746 SH SOLE 0 0 746 AIRBNB INC CL A COM 009066101 4 50 SH SOLE 0 0 50 ABBOTT LABORATORIES COM 002824100 5 49 SH SOLE 0 0 49 AURORA CANNABIS INC NEW COM 05156X884 0 53 SH SOLE 0 0 53 ETFS AMERICAN CONSERVATIVE VALUES ETF ETF 26923N108 11 370 SH SOLE 0 0 370 ISHARES MSCI ACWI ETF ETF 464288257 18 212 SH SOLE 0 0 212 ADOBE INC COM 00724F101 2097 6232 SH SOLE 0 0 6232 ADAMIS PHARMACEUTICALS CORP NEW COM 00547W208 0 73 SH SOLE 0 0 73 ADIENT PLC COM G0084W101 1 32 SH SOLE 0 0 32 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GREEN ENERGY INDEX ETF ETF 33733E500 9 185 SH SOLE 0 0 185 QUALCOMM INC COM 747525103 59 540 SH SOLE 0 0 540 INVESCO QQQ ETF ETF 46090E103 7741 29070 SH SOLE 0 0 29070 INVESCO NASDAQ NEXT GEN 100 ETF ETF 46138G631 23 960 SH SOLE 0 0 960 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 4 81 SH SOLE 0 0 81 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 163 3528 SH SOLE 0 0 3528 ROKU INC SER A COM 77543R102 0 12 SH SOLE 0 0 12 ROPER TECHNOLOGIES INC COM 776696106 594 1375 SH SOLE 0 0 1375 RAPID7 INC COM 753422104 2 55 SH SOLE 0 0 55 INVESCO S&P 500 EQUAL WEIGHT ETF ETF 46137V357 2 13 SH SOLE 0 0 13 RAYTHEON TECHNOLOGIES CORP COM 75513E101 1024 10146 SH SOLE 0 0 10146 SENTINELONE INC CL A COM 81730H109 1 90 SH SOLE 0 0 90 STARBUCKS CORP COM 855244109 1151 11601 SH SOLE 0 0 11601 SCHWAB CHARLES CORP NEW COM 808513105 5 54 SH SOLE 0 0 54 SHARING ECONOMY INTL INC NEW COM 819534207 0 100 SH SOLE 0 0 100 ISHARES 0-3 MONTH TREASURY BOND ETF ETF 46436E718 3666 36611 SH SOLE 0 0 36611 WISDOMTREE YIELD ENHANCED U S SHORT TERM AGGREGATE BD ETF ETF 97717Y808 387 8289 SH SOLE 0 0 8289 SHELL PLC SPONSORED ADR REPSTG ORD SHS COM 780259305 4 64 SH SOLE 0 0 64 ISHARES SHORT TREASURY BOND ETF ETF 464288679 11284 102657 SH SOLE 0 0 102657 SHERWIN WILLIAMS CO COM 824348106 3 12 SH SOLE 0 0 12 ISHARES 1-3 YR TREASURY BOND ETF ETF 464287457 4337 53431 SH SOLE 0 0 53431 SMUCKER JM COMPANY NEW COM 832696405 3 19 SH SOLE 0 0 19 FIRST TRUST CLOUD COMPUTING INDEX ETF ETF 33734X192 18 314 SH SOLE 0 0 314 SCHLUMBERGER LTD COM 806857108 27 501 SH SOLE 0 0 501 ISHARES SILVER TRUST ETF 46428Q109 42 1909 SH SOLE 0 0 1909 VANECK STEEL ETF ETF 92189F205 38 649 SH SOLE 0 0 649 VANECK SEMICONDUCTOR ETF ETF 92189F676 284 1398 SH SOLE 0 0 1398 GCL NEW ENERGY HOLDINGS LTD PAR HK$0.083 COM G3775G153 0 63 SH SOLE 0 0 63 SNAP INC CL A COM 83304A106 0 25 SH SOLE 0 0 25 SCHNEIDER NATL INC WI CL B COM 80689H102 19 812 SH SOLE 0 0 812 GLOBAL X INTERNET OF THINGS ETF ETF 37954Y780 1 51 SH SOLE 0 0 51 SANOFI SPON ADR COM 80105N105 7 148 SH SOLE 0 0 148 SOUTHERN COMPANY COM 842587107 14 201 SH SOLE 0 0 201 SUNNY OPTICAL TECH GRP COMPANY LTD ADR COM 86745T105 0 4 SH SOLE 0 0 4 SPDR PORTFOLIO AGGREGATE BOND ETF ETF 78464A649 666 26511 SH SOLE 0 0 26511 SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF ETF 78463X889 1 27 SH SOLE 0 0 27 SPDR PORTFOLIO EMERGING MARKETS ETF ETF 78463X509 2401 72839 SH SOLE 0 0 72839 SIMON PROPERTY GROUP INC NEW COM 828806109 16 133 SH SOLE 0 0 133 SPDR PORTFOLIO INTERMEDIATE TERM CORP BOND ETF ETF 78464A375 529 16619 SH SOLE 0 0 16619 SPDR TIPS ETF ETF 78464A656 775 30103 SH SOLE 0 0 30103 SPDR PORTFOLIO S&P 500 ETF ETF 78464A854 43 961 SH SOLE 0 0 961 SPDR PORTFOLIO S&P 400 MID CAP ETF ETF 78464A847 26 612 SH SOLE 0 0 612 SPOTIFY TECHNOLOGY SA COM L8681T102 0 1 SH SOLE 0 0 1 SPDR PORTFOLIO SHORT TERM CORP BOND ETF ETF 78464A474 42 1445 SH SOLE 0 0 1445 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 22349 472600 SH SOLE 0 0 472600 SPDR PORTFOLIO SHORT TERM TREASURY ETF ETF 78468R101 496 17166 SH SOLE 0 0 17166 SUNPOWER CORP COM 867652406 1 52 SH SOLE 0 0 52 SPDR S&P 500 ETF ETF 78462F103 1674 4378 SH SOLE 0 0 4378 SPDR PORTFOLIO S&P 500 GROWTH ETF ETF 78464A409 13 252 SH SOLE 0 0 252 SPDR PORTFOLIO S&P 500 VALUE ETF ETF 78464A508 94 2414 SH SOLE 0 0 2414 BLOCK INC CL A COM 852234103 0 7 SH SOLE 0 0 7 SEAGATE TECHNOLOGY HOLDINGS PUBLIC LTD CO COM G7997R103 2 37 SH SOLE 0 0 37 CONSTELLATION BRANDS INC CL A COM 21036P108 12 52 SH SOLE 0 0 52 SMITH & WESSON BRANDS INC COM 831754106 2 283 SH SOLE 0 0 283 SKYWORKS SOLUTIONS INC COM 83088M102 9 104 SH SOLE 0 0 104 STRYKER CORP COM 863667101 4006 16384 SH SOLE 0 0 16384 SYSCO CORP COM 871829107 3 46 SH SOLE 0 0 46 AT&T INC COM 00206R102 288 15637 SH SOLE 0 0 15637 TENCENT HOLDINGS LTD UNSPON ADR COM 88032Q109 4 94 SH SOLE 0 0 94 CONTAINER STORE GROUP INC COM 210751103 0 100 SH SOLE 0 0 100 TELADOC HEALTH INC COM 87918A105 1 62 SH SOLE 0 0 62 TE CONNECTIVITY LTD COM H84989104 2 18 SH SOLE 0 0 18 TARGET CORP COM 87612E106 59 395 SH SOLE 0 0 395 TEAM INC NEW COM 878155308 1 140 SH SOLE 0 0 140 TJX COS INC NEW COM 872540109 29 363 SH SOLE 0 0 363 THERMO FISHER SCIENTIFIC INC COM 883556102 25 45 SH SOLE 0 0 45 T-MOBILE US INC COM 872590104 29 205 SH SOLE 0 0 205 TPI COMPOSITES INC COM 87266J104 0 19 SH SOLE 0 0 19 TIMOTHY PLAN U S LARGE MID CAP CORE ETF ETF 887432359 11 318 SH SOLE 0 0 318 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 2 337 SH SOLE 0 0 337 TESLA INC COM 88160R101 425 3451 SH SOLE 0 0 3451 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD SPON ADR COM 874039100 91 1222 SH SOLE 0 0 1222 TOTALENERGIES SE SPON ADR COM 89151E109 6 89 SH SOLE 0 0 89 TEXAS INSTRUMENTS INC COM 882508104 1254 7588 SH SOLE 0 0 7588 UNDER ARMOUR INC CL C COM 904311206 4 440 SH SOLE 0 0 440 UNITED AIRLINES HOLDINGS INC COM 910047109 2 50 SH SOLE 0 0 50 SPDR SSGA ULTRA SHORT TERM BOND ETF ETF 78467V707 282 7052 SH SOLE 0 0 7052 UNITEDHEALTH GROUP INC COM 91324P102 164 310 SH SOLE 0 0 310 UNITED PARCEL SERVICE INC CL B COM 911312106 31 181 SH SOLE 0 0 181 U S BANCORP DE NEW COM 902973304 7 155 SH SOLE 0 0 155 VISA INC CL A COM 92826C839 4573 22013 SH SOLE 0 0 22013 VANGUARD MATERIALS ETF ETF 92204A801 322 1892 SH SOLE 0 0 1892 VANGUARD SMALL CAP ETF ETF 922908751 27 149 SH SOLE 0 0 149 VISTEON CORP NEW COM 92839U206 0 1 SH SOLE 0 0 1 VANGUARD SHORT TERM CORP BOND ETF ETF 92206C409 694 9227 SH SOLE 0 0 9227 VANGUARD ENERGY ETF ETF 92204A306 20 164 SH SOLE 0 0 164 VANGUARD FTSE DEVELOPED MKTS ETF ETF 921943858 11 272 SH SOLE 0 0 272 V F CORP COM 918204108 6 201 SH SOLE 0 0 201 VANGUARD FINANCIALS ETF ETF 92204A405 375 4538 SH SOLE 0 0 4538 VANGUARD INTERMEDIATE TERM TREASURY INDEX ETF ETF 92206C706 4 66 SH SOLE 0 0 66 VANGUARD FTSE EUROPE ETF ETF 922042874 49 888 SH SOLE 0 0 888 VANGUARD SHORT TERM TREASURY ETF ETF 92206C102 26244 453892 SH SOLE 0 0 453892 VANGUARD INFORMATION TECHNOLOGY ETF ETF 92204A702 9 28 SH SOLE 0 0 28 VANGUARD HEALTH CARE ETF ETF 92204A504 529 2132 SH SOLE 0 0 2132 VANGUARD DIVIDEND APPRECIATION ETF ETF 921908844 10 69 SH SOLE 0 0 69 VANGUARD INDUSTRIALS ETF ETF 92204A603 211 1155 SH SOLE 0 0 1155 VALERO ENERGY CORP COM 91913Y100 175 1378 SH SOLE 0 0 1378 VANGUARD MID CAP ETF ETF 922908629 44 215 SH SOLE 0 0 215 VODAFONE GROUP PLC NEW SPON ADR NO PAR COM 92857W308 7 684 SH SOLE 0 0 684 VANGUARD MID CAP GROWTH ETF ETF 922908538 25 139 SH SOLE 0 0 139 VISTA OUTDOOR INC COM 928377100 4 145 SH SOLE 0 0 145 VANGUARD TOTAL WORLD STOCK ETF ETF 922042742 14 163 SH SOLE 0 0 163 VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 623 3261 SH SOLE 0 0 3261 VANGUARD SHORT TERM INFLATION PROTECTED SECURITIES ETF ETF 922020805 1233 26389 SH SOLE 0 0 26389 VIATRIS INC COM 92556V106 17 1535 SH SOLE 0 0 1535 VANGUARD VALUE ETF ETF 922908744 42 301 SH SOLE 0 0 301 VANGUARD GROWTH ETF ETF 922908736 42 199 SH SOLE 0 0 199 VANGUARD ULTRA SHORT BOND ETF ETF 92203C303 336 6849 SH SOLE 0 0 6849 VALVOLINE INC COM 92047W101 68 2090 SH SOLE 0 0 2090 VANGUARD FTSE EMERGING MARKETS ETF ETF 922042858 16 419 SH SOLE 0 0 419 VANGUARD TOTAL INTL STOCK INDEX FUND ETF ETF 921909768 29 562 SH SOLE 0 0 562 VANGUARD HIGH DIVIDEND YIELD ETF ETF 921946406 121 1115 SH SOLE 0 0 1115 VERIZON COMMUNICATIONS INC COM 92343V104 603 15311 SH SOLE 0 0 15311 WALGREENS BOOTS ALLIANCE INC COM 931427108 60 1608 SH SOLE 0 0 1608 WARNER BROS DISCOVERY INC SER A COM 934423104 2 258 SH SOLE 0 0 258 WEC ENERGY GROUP INC COM 92939U106 638 6801 SH SOLE 0 0 6801 WELLTOWER INC COM 95040Q104 16 244 SH SOLE 0 0 244 WELLS FARGO & CO NEW COM 949746101 73 1764 SH SOLE 0 0 1764 ENCORE WIRE CORP COM 292562105 10 76 SH SOLE 0 0 76 WASTE MANAGEMENT INC DEL COM 94106L109 146 931 SH SOLE 0 0 931 WALMART INC COM 931142103 388 2737 SH SOLE 0 0 2737 SOLARWINDOW TECHNOLOGIES INC COM 83417L106 0 216 SH SOLE 0 0 216 WOLFSPEED INC COM 977852102 8 117 SH SOLE 0 0 117 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 6 216 SH SOLE 0 0 216 WEYERHAEUSER CO COM 962166104 2 66 SH SOLE 0 0 66 UNITED STATES STEEL CORP NEW COM 912909108 79 3162 SH SOLE 0 0 3162 XCEL ENERGY INC COM 98389B100 78 1115 SH SOLE 0 0 1115 XIAOMI CORP CL B COM G9830T106 1 860 SH SOLE 0 0 860 SECTOR MATERIALS SELECT SECTOR SPDR ETF ETF 81369Y100 14 181 SH SOLE 0 0 181 SELECT SECTOR COMMUNICATION SERVICES SELECT SECTOR SPDR ETF ETF 81369Y852 50 1032 SH SOLE 0 0 1032 SECTOR ENERGY SELECT SECTOR SPDR ETF ETF 81369Y506 182 2085 SH SOLE 0 0 2085 SECTOR FINANCIAL SELECT SECTOR SPDR ETF ETF 81369Y605 62 1816 SH SOLE 0 0 1816 SECTOR INDUSTRIAL SELECT SECTOR SPDR ETF ETF 81369Y704 16 162 SH SOLE 0 0 162 SECTOR TECHNOLOGY SELECT SECTOR SPDR ETF ETF 81369Y803 71 571 SH SOLE 0 0 571 SECTOR CONSUMER STAPLES SELECT SECTOR SPDR ETF ETF 81369Y308 6 87 SH SOLE 0 0 87 SELECT SECTOR TR REAL ESTATE SPDR ETF ETF 81369Y860 3 87 SH SOLE 0 0 87 SELECT UTILITIES SELECT SECTOR SPDR ETF ETF 81369Y886 11 159 SH SOLE 0 0 159 SECTOR HEALTHCARE SELECT SECTOR SPDR ETF ETF 81369Y209 48 354 SH SOLE 0 0 354 CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF ETF 81369Y407 16 125 SH SOLE 0 0 125 SPDR SERIES TRUST S&P METALS & MINING ETF ETF 78464A755 23 470 SH SOLE 0 0 470 EXXON MOBIL CORP COM 30231G102 282 2557 SH SOLE 0 0 2557 XPENG INC ADS REPSTG CL A ORD SHS COM 98422D105 0 28 SH SOLE 0 0 28 CRRC CORP LTD SHS H COM Y1818X100 1 1400 SH SOLE 0 0 1400 YETI HOLDINGS INC COM 98585X104 2 50 SH SOLE 0 0 50 YUM BRANDS INC COM 988498101 13 99 SH SOLE 0 0 99 YUM CHINA HOLDINGS INC COM 98850P109 6 117 SH SOLE 0 0 117 ZIMMER BIOMET HOLDINGS INC COM 98956P102 19 150 SH SOLE 0 0 150 ZIMVIE INC COM 98888T107 0 15 SH SOLE 0 0 15 ZOETIS INC CL A COM 98978V103 2 11 SH SOLE 0 0 11