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Institutional Investment Manager
Winch Advisory Services, LLC
Winch Advisory Services, LLC (CIK: 0001585822) incorporated in Wisconsin, located at 424 E Wisconsin Avenue, Appleton, WI. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q3)
Portfolio Summary: 256 holdings with a total value of $155,932,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 GENERAL MTRS CO 15,097 482,000 0.31%
52 QUALCOMM INC 6,185 462,000 0.30%
53 INTEGRYS ENERGY GROUP INC 4,976 323,000 0.21%
54 GILEAD SCIENCES INC 2,178 232,000 0.15%
55 MICRON TECHNOLOGY INC 6,606 226,000 0.14%
56 ASSOCIATED BANC CORP 12,904 225,000 0.14%
57 KIMBERLY CLARK CORP 1,958 211,000 0.14%
58 XCEL ENERGY INC 5,632 171,000 0.11%
59 MCDONALDS CORP 1,554 147,000 0.09%
60 SELECT SECTOR SPDR TR 2,199 147,000 0.09%
61 Associated Banc-Corp Preferred 8.00% 5,000 138,000 0.09%
62 FIDELITY NATL INFORMATION SV 2,226 125,000 0.08%
63 BANK MONTREAL QUE 1,483 109,000 0.07%
64 PFIZER INC 3,371 100,000 0.06%
65 ISHARES TR 477 95,000 0.06%
66 ILLINOIS TOOL WKS INC 976 82,000 0.05%
67 ALLIANT ENERGY CORP 1,326 73,000 0.05%
68 Ashland Inc New 679 71,000 0.05%
69 INLAND AMERICAN REAL ESTATE TR NSA 10,000 69,000 0.04%
70 COLGATE PALMOLIVE CO 944 62,000 0.04%
71 Hewlett Packard Co 1,716 61,000 0.04%
72 KLA-TENCOR CORP 728 57,000 0.04%
73 HONEYWELL INTL INC 587 55,000 0.04%
74 FORD MTR CO DEL 3,562 53,000 0.03%
75 WEC ENERGY CORP. 1,112 48,000 0.03%
76 HOME DEPOT INC 488 45,000 0.03%
77 MCCORMICK & CO INC 588 39,000 0.03%
78 JPMORGAN CHASE & CO 648 39,000 0.03%
79 W P CAREY INC 585 37,000 0.02%
80 MASTERCARD INCORPORATED 502 37,000 0.02%
81 ST JUDE MED INC 608 37,000 0.02%
82 WASTE MANAGEMENT INC DEL 728 35,000 0.02%
83 BOEING CO 274 35,000 0.02%
84 BANK AMER CORP 2,080 35,000 0.02%
85 TARGET CORP 540 34,000 0.02%
86 ROYAL GOLD INC 518 34,000 0.02%
87 HERSHEY CO 357 34,000 0.02%
88 POWERSHARES ETF TRUST 757 34,000 0.02%
89 Vodafone Group New ADR 1,010 33,000 0.02%
90 MEAD JOHNSON NUTRITI 343 33,000 0.02%
91 VISA INC 151 32,000 0.02%
92 CABELAS INC 500 29,000 0.02%
93 FACEBOOK INC 345 27,000 0.02%
94 TEXTAINER GROUP HOLDINGS LTD 856 27,000 0.02%
95 FIRSTMERIT CORPORATION 1,553 27,000 0.02%
96 OCCIDENTAL PETE CORP DEL 267 26,000 0.02%
97 ABERDEEN ASIA PACIFIC INCOM 4,128 24,000 0.02%
98 ISHARES TR 383 23,000 0.01%
99 ANNALY CAP MGMT INC 2,066 22,000 0.01%
100 SCHLUMBERGER LTD 220 22,000 0.01%
Page 2 of 6

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000910472-14-005099, filed 2014.11.14).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.