| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2009 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Microsoft Corporation | 42 | Q2 2024 | 5.6% |
| WALT DISNEY COMPANY (THE) COM | 42 | Q2 2024 | 15.5% |
| VERIZON COMMUNICATIONS INC | 42 | Q2 2024 | 7.8% |
| VANGUARD WORLD FUNDS HEALTH CAR ETF | 42 | Q2 2024 | 6.9% |
| 3M COMPANY COM | 42 | Q2 2024 | 5.8% |
| EXXON MOBIL CORPORATION COM | 42 | Q2 2024 | 2.0% |
| SPDR Consumer Discretionary ETF | 42 | Q2 2024 | 4.4% |
| JOHNSON & JOHNSON COM | 42 | Q2 2024 | 2.1% |
| WELLS FARGO & CO NEW | 42 | Q2 2024 | 3.4% |
| Intel Corporation | 42 | Q2 2024 | 1.2% |
View Winch Advisory Services, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-06 |
| 13F-HR | 2024-07-31 |
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-01-26 |
| 13F-HR | 2022-10-31 |
| 13F-HR | 2022-08-12 |
View Winch Advisory Services, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.