Winch Advisory Services, LLC

CIK

1585822

City

Appleton

State / Country

WI

Stock

BUI — BlackRock Utilities, Infrastructure & Power Opportunities Trust

Top Portfolio Positions

338 positions · $217,651,943 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
NVDA	Nvidia Corp Technology	191,834	$33,455,849	15.37%
AAPL	Apple Inc. Technology	107,320	$27,236,742	12.51%
AMZN	Amazon Com Inc Consumer Cyclical	81,087	$16,887,989	7.76%
MSFT	Microsoft Corp Technology	40,254	$14,900,823	6.85%
BRK-B	Berkshire Hathaway Inc Financial Services	24,815	$11,891,348	5.46%
JPM	Jpmorgan Chase & Co Financial Services	23,946	$7,043,955	3.24%
AAAU	Goldman Sachs Physical Gold ETF	144,462	$6,672,699	3.07%
QQQ	Invesco Qqq Trust, Series 1	10,654	$6,149,275	2.83%
V	Visa Inc. Financial Services	18,171	$5,492,003	2.52%
NFLX	Netflix Inc Communication Services	54,095	$5,201,234	2.39%

Portfolio Trend

25 quarters · across all stocks

Holdings in BUI

Compact Export CSV

Shares Held

Position Value (USD)

15 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$17,621	668	+1.5%	Shares	Sole	2026-04-30
2025-12-31	$16,904	658	+5.4%	Shares	Sole	2026-02-03
2025-09-30	$16,330	624	+1.6%	Shares	Sole	2025-11-12
2025-06-30	$15,810	614	+1.7%	Shares	Sole	2025-08-07
2025-03-31	$13,668	604	+1.9%	Shares	Sole	2025-05-06
2024-12-31	$13,893	593	+1.5%	Shares	Sole	2025-01-14
2024-09-30	$14,500	584	+1.6%	Shares	Sole	2024-10-21
2024-06-30	$12,736	575	+1.6%	Shares	Sole	2024-07-31
2024-03-31	$12,208	566	+1.8%	Shares	Sole	2024-05-14
2023-12-31	$12,131	556	+1.8%	Shares	Sole	2024-01-18
2023-09-30	$10,827	546	+1.7%	Shares	Sole	2023-11-06
2023-06-30	$11,835	537	+1.7%	Shares	Sole	2023-08-08
2023-03-31	$12,661	528	+1.5%	Shares	Sole	2023-05-10
2022-12-31	$10,800	520	+3.4%	Shares	Sole	2023-01-26
2022-06-30	$11,005	503	—	Shares	Sole	2022-08-12
No 13F history on record for this holder in this stock.