Winch Advisory Services, LLC - Q4 2014 holdings

$184 Million is the total value of Winch Advisory Services, LLC's 36 reported holdings in Q4 2014. The portfolio turnover from Q3 2014 to Q4 2014 was - .

 Value Shares↓ Weighting
NewAPPLE INC COM$16,724,000151,511
+100.0%
9.11%
DAL NewDELTA AIR LINES INC COM$2,080,00042,290
+100.0%
1.13%
CELG NewCelgene Corp.$1,641,00014,671
+100.0%
0.89%
AMGN NewAmgen, Inc.$1,622,00010,182
+100.0%
0.88%
ORCL NewOracle Corp.$1,556,00034,592
+100.0%
0.85%
XLI NewSPDR Industrials Select Sectoretf$1,421,00025,112
+100.0%
0.77%
WDC NewWESTERN DIGITAL CORP COM$720,0006,500
+100.0%
0.39%
LUV NewSouthwest Airlines Co.$717,00016,933
+100.0%
0.39%
UAL NewUnited Continental Holdings$717,00010,726
+100.0%
0.39%
ILMN NewIllumina Inc.$669,0003,622
+100.0%
0.36%
UNG NewUS Natural Gas Fund LPgas etn$400,00027,101
+100.0%
0.22%
RRC NewRange Resources Corp.$350,0006,539
+100.0%
0.19%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2015-02-11
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
Microsoft Corporation39Q3 20235.6%
WALT DISNEY COMPANY (THE) COM39Q3 202315.5%
VERIZON COMMUNICATIONS INC39Q3 20237.8%
VANGUARD WORLD FUNDS HEALTH CAR ETF39Q3 20236.9%
3M COMPANY COM39Q3 20235.8%
EXXON MOBIL CORPORATION COM39Q3 20232.0%
SPDR Consumer Discretionary ETF39Q3 20234.4%
JOHNSON & JOHNSON COM39Q3 20232.1%
WELLS FARGO & CO NEW39Q3 20233.4%
Intel Corporation39Q3 20231.2%

View Winch Advisory Services, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-05-14
13F-HR2024-01-18
13F-HR2023-11-06
13F-HR2023-08-08
13F-HR2023-05-10
13F-HR2023-01-26
13F-HR2022-10-31
13F-HR2022-08-12
13F-HR2022-04-26
13F-HR2022-02-04

View Winch Advisory Services, LLC's complete filings history.

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