$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 113.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Exit | Avantair Inc | $0 | – | -300 | -100.0% | 0.00% | – | |
| VSTNQ | Exit | Visteon Corporation | $0 | – | -1 | -100.0% | 0.00% | – |
| FEMOW | Exit | Fed Mogal Wts Exp 12/27/2014warrent | $0 | – | -146 | -100.0% | 0.00% | – |
| GSDC | Exit | Goldsands Development Co. (OTC-BB) | $0 | – | -14,385 | -100.0% | 0.00% | – |
| LUMN | Exit | CenturyLink, Inc. | $0 | – | -49 | -100.0% | 0.00% | – |
| VSTOW | Exit | Visteon Corp. | $0 | – | -2 | -100.0% | 0.00% | – |
| GCVRZ | Exit | Sanofi-Aventis CVR | $0 | – | -201 | -100.0% | 0.00% | – |
| AGG | Exit | iShares Barclays Aggregate Bond ETFcore totusbd etf | $0 | – | -298 | -100.0% | 0.00% | – |
| TIME | Exit | Time Inc. | $0 | – | -1 | -100.0% | 0.00% | – |
| BCML | Exit | Bay Commercial Bank | $0 | – | -2,431 | -100.0% | 0.00% | – |
| TCPTF | Exit | Thompson Creek Metals F | $0 | – | -200 | -100.0% | 0.00% | – |
| Exit | Clarent Corp. | $0 | – | -100 | -100.0% | 0.00% | – | |
| Exit | H & Q Healthcare Investors Fund | $0 | – | -13 | -100.0% | 0.00% | – | |
| FNMA | Exit | Fannie Mae | $0 | – | -442 | -100.0% | 0.00% | – |
| SBUX | Exit | Starbucks Corporation | $0 | – | -120 | -100.0% | 0.00% | – |
| Exit | Golden Minerals Company | $0 | – | -20 | -100.0% | 0.00% | – | |
| Exit | The Pulse Beverage Corporation | $0 | – | -175 | -100.0% | 0.00% | – | |
| EXC | Exit | Exelon Corp | $0 | – | -169 | -100.0% | 0.00% | – |
| CLNT | Exit | Cleantech Solutions Internation | $0 | – | -12 | -100.0% | 0.00% | – |
| OSIP | Exit | OncoSec Medical Incorporated | $0 | – | -200 | -100.0% | 0.00% | – |
| 4305PS | Exit | Alcatel-Lucent, S.A.spon adr | $0 | – | -116 | -100.0% | 0.00% | – |
| FMCC | Exit | Freddie Mac | $0 | – | -609 | -100.0% | 0.00% | – |
| ZAGG | Exit | ZAGG Incorporated | $0 | – | -100 | -100.0% | 0.00% | – |
| TWC | Exit | Time Warner Cable | $0 | – | -2 | -100.0% | 0.00% | – |
| WLTGQ | Exit | Walter Energy, Inc. | $0 | – | -11 | -100.0% | 0.00% | – |
| JDSU | Exit | Jds Uniphase Corp | $0 | – | -2 | -100.0% | 0.00% | – |
| LDKYQ | Exit | LDK Solar Co. Ltd.spon adr | $0 | – | -400 | -100.0% | 0.00% | – |
| EGAS | Exit | Gas Natural Inc. | $0 | – | -100 | -100.0% | -0.00% | – |
| BMS | Exit | Bemis Company Inc | $0 | – | -58 | -100.0% | -0.00% | – |
| MET | Exit | Metlife Inc | $0 | – | -11 | -100.0% | -0.00% | – |
| BBEPQ | Exit | Breitburn Energy Partners L.P. | $0 | – | -100 | -100.0% | -0.00% | – |
| Exit | Motors Liquidation Co. | $0 | – | -23 | -100.0% | -0.00% | – | |
| LBIO | Exit | Lion Biotechnologies, Inc. | $0 | – | -172 | -100.0% | -0.00% | – |
| FSC | Exit | Fifth Street Finance Corporation | $0 | – | -200 | -100.0% | -0.00% | – |
| PSX | Exit | Phillips 66 | $0 | – | -20 | -100.0% | -0.00% | – |
| KEM | Exit | Kemet Corporation | $0 | – | -220 | -100.0% | -0.00% | – |
| GMWSB | Exit | General Motors Company Warrent Bwarrent | $0 | – | -88 | -100.0% | -0.00% | – |
| GMWSA | Exit | General Motors Company Warrent Awarrent | $0 | – | -88 | -100.0% | -0.00% | – |
| SDTTU | Exit | SandRidge Mississippian Trust I | $0 | – | -200 | -100.0% | -0.00% | – |
| CX | Exit | Cemex, S.A.B. de C.V.spon adr | $0 | – | -124 | -100.0% | -0.00% | – |
| SJM | Exit | Smucker J M Co New | $0 | – | -15 | -100.0% | -0.00% | – |
| DHY | Exit | Credit Suisse High Yield Bond ETFsh ben int | $0 | – | -260 | -100.0% | -0.00% | – |
| Exit | Time Warner Inc | $0 | – | -8 | -100.0% | -0.00% | – | |
| DX | Exit | Dynex Capital Inc. | $0 | – | -125 | -100.0% | -0.00% | – |
| T104PS | Exit | American Realty Capital Properties, Inc. | $0 | – | -100 | -100.0% | -0.00% | – |
| GGN | Exit | GAMCO Global Gold, Natural Resorces | $0 | – | -100 | -100.0% | -0.00% | – |
| Exit | GCL-Poly Energy Holdings Ltd. | $0 | – | -4,000 | -100.0% | -0.00% | – | |
| VAR | Exit | Varian Medical Sys Inc | $0 | – | -31 | -100.0% | -0.00% | – |
| Exit | GASFRAC Energy Services | $0 | – | -1,000 | -100.0% | -0.00% | – | |
| Exit | CSR Corporation Limited | $0 | – | -1,400 | -100.0% | -0.00% | – | |
| SBY | Exit | Silver Bay Realty Trust Corp. | $0 | – | -104 | -100.0% | -0.00% | – |
| FTR | Exit | Frontier Communications | $0 | – | -153 | -100.0% | -0.00% | – |
| JE | Exit | Just Energy Group Inc. | $0 | – | -400 | -100.0% | -0.00% | – |
| LVLT | Exit | Level 3 Communications Inc | $0 | – | -53 | -100.0% | -0.00% | – |
| AMZN | Exit | Amazon.com Inc. | $0 | – | -10 | -100.0% | -0.00% | – |
| FE | Exit | FirstEnergy Corp. | $0 | – | -82 | -100.0% | -0.00% | – |
| YUM | Exit | Yum! Brands Inc | $0 | – | -41 | -100.0% | -0.00% | – |
| CAT | Exit | Caterpillar, Inc. | $0 | – | -25 | -100.0% | -0.00% | – |
| AIG | Exit | Amer Intl Group Inc | $0 | – | -47 | -100.0% | -0.00% | – |
| ABT | Exit | Abbott Laboratories | $0 | – | -67 | -100.0% | -0.00% | – |
| APXSQ | Exit | Global X Silver Miners ETFsilver m etf | $0 | – | -297 | -100.0% | -0.00% | – |
| HAR | Exit | Harman International Industries, Inc. | $0 | – | -30 | -100.0% | -0.00% | – |
| KWT | Exit | Market Vectors Solar Energy ETF TRUSTsolar etf | $0 | – | -33 | -100.0% | -0.00% | – |
| SE | Exit | Spectra Energy Corp | $0 | – | -81 | -100.0% | -0.00% | – |
| LNC | Exit | Lincoln National Corp. | $0 | – | -50 | -100.0% | -0.00% | – |
| TRV | Exit | Travelers Companies, Inc. | $0 | – | -56 | -100.0% | -0.00% | – |
| DUK | Exit | Duke Energy Corporation | $0 | – | -55 | -100.0% | -0.00% | – |
| ROYTL | Exit | Pacific Coast Oil Trust | $0 | – | -400 | -100.0% | -0.00% | – |
| ERF | Exit | Enerplus Corporation (Enerplus Resourse Fund) | $0 | – | -266 | -100.0% | -0.00% | – |
| TSL | Exit | Trina Solar Limited | $0 | – | -300 | -100.0% | -0.00% | – |
| MOD | Exit | Modine Manufacturing Company | $0 | – | -330 | -100.0% | -0.00% | – |
| RVNC | Exit | Revance Therapeutics, Inc. | $0 | – | -200 | -100.0% | -0.00% | – |
| CNP | Exit | CenterPoint Energy Inc. | $0 | – | -163 | -100.0% | -0.00% | – |
| PNNT | Exit | PennantPark Investment Corporation | $0 | – | -500 | -100.0% | -0.00% | – |
| CMG | Exit | Chipotle Mexican Grill, Inc. | $0 | – | -6 | -100.0% | -0.00% | – |
| AGNC | Exit | American Capital Agency Corp. | $0 | – | -200 | -100.0% | -0.00% | – |
| EEM | Exit | iShares MSCI Emerging Markets Index ETFmsci emg mkt etf | $0 | – | -110 | -100.0% | -0.00% | – |
| ABBV | Exit | Abbvie, Inc. | $0 | – | -68 | -100.0% | -0.00% | – |
| PSEC | Exit | Prospect Capital Corporation | $0 | – | -400 | -100.0% | -0.00% | – |
| IVAN | Exit | Ivanhoe Energy Inc. | $0 | – | -2,350 | -100.0% | -0.00% | – |
| O | Exit | Realty Income Corporation | $0 | – | -100 | -100.0% | -0.00% | – |
| NFLX | Exit | Netflix, Inc. | $0 | – | -9 | -100.0% | -0.00% | – |
| RDSA | Exit | Royal Dutch Shell plcspon adr | $0 | – | -51 | -100.0% | -0.00% | – |
| DMF | Exit | Dreyfus Municipal Income Inc. | $0 | – | -502 | -100.0% | -0.00% | – |
| NP | Exit | Neenah Paper, Inc. | $0 | – | -85 | -100.0% | -0.00% | – |
| HYGS | Exit | Hydrogenics Corporation | $0 | – | -268 | -100.0% | -0.00% | – |
| WIN | Exit | Windstream Corporation | $0 | – | -650 | -100.0% | -0.00% | – |
| PAYX | Exit | Paychex Inc. | $0 | – | -133 | -100.0% | -0.00% | – |
| IWO | Exit | iShares Russell 2000 Growth Index ETFrsl 2000 g etf | $0 | – | -43 | -100.0% | -0.00% | – |
| KORS | Exit | Michael Kors Holdings Limited | $0 | – | -100 | -100.0% | -0.00% | – |
| AVK | Exit | Advent Claymore Convertible Secs & Income Fundetf | $0 | – | -381 | -100.0% | -0.00% | – |
| XLV | Exit | Health Care Select Sector SPDR ETFsbi health | $0 | – | -110 | -100.0% | -0.00% | – |
| BACPRICL | Exit | Bank of America Corporation Preferred Sharespref with exp | $0 | – | -275 | -100.0% | -0.00% | – |
| SYNA | Exit | Synaptics, Inc. | $0 | – | -100 | -100.0% | -0.00% | – |
| NBR | Exit | Nabors Industries Ltd. | $0 | – | -310 | -100.0% | -0.00% | – |
| GOV | Exit | Government Properties Income Trust | $0 | – | -300 | -100.0% | -0.00% | – |
| WELPM | Exit | Wisconsin Electric Power Preferred Stockpref with exp | $0 | – | -66 | -100.0% | -0.00% | – |
| MSI | Exit | Motorola Solutions Inc | $0 | – | -107 | -100.0% | -0.00% | – |
| IXN | Exit | iShares S&P Global Technology ETFtech etf | $0 | – | -67 | -100.0% | -0.00% | – |
| DE | Exit | Deere & Company | $0 | – | -80 | -100.0% | -0.00% | – |
| NOG | Exit | Northern Oil and Gas, Inc. | $0 | – | -425 | -100.0% | -0.00% | – |
| CSCO | Exit | Cisco Systems, Inc. | $0 | – | -266 | -100.0% | -0.00% | – |
| CMCSA | Exit | Comcast Corp New Cl A | $0 | – | -152 | -100.0% | -0.01% | – |
| ESRX | Exit | Express Scripts Inc. | $0 | – | -108 | -100.0% | -0.01% | – |
| HIG | Exit | Heartland Financial USA Inc. | $0 | – | -351 | -100.0% | -0.01% | – |
| Exit | Roche Holdings Ltd.spon adr | $0 | – | -226 | -100.0% | -0.01% | – | |
| Exit | Choice Bank | $0 | – | -1,000 | -100.0% | -0.01% | – | |
| MVO | Exit | MV Oil Trust | $0 | – | -300 | -100.0% | -0.01% | – |
| MO | Exit | Altria Group, Inc. | $0 | – | -207 | -100.0% | -0.01% | – |
| CMI | Exit | Cummings, Inc. | $0 | – | -70 | -100.0% | -0.01% | – |
| JASO | Exit | JA Solar Holdings Co., Ltd. | $0 | – | -937 | -100.0% | -0.01% | – |
| TSLA | Exit | Tesla Motors, Inc. | $0 | – | -41 | -100.0% | -0.01% | – |
| DNP | Exit | DNP Select Income Fund | $0 | – | -913 | -100.0% | -0.01% | – |
| GD | Exit | General Dynamics Corporation | $0 | – | -80 | -100.0% | -0.01% | – |
| FCX | Exit | Freeport-McMoRan Copper & Gold Inc. | $0 | – | -308 | -100.0% | -0.01% | – |
| PCRX | Exit | Pacira Pharmaceuticals, Inc. | $0 | – | -100 | -100.0% | -0.01% | – |
| MRO | Exit | Marathon Oil Corporation | $0 | – | -255 | -100.0% | -0.01% | – |
| TWO | Exit | Two Harbors Investment Corp. | $0 | – | -1,064 | -100.0% | -0.01% | – |
| DCO | Exit | Ducommun Inc. | $0 | – | -320 | -100.0% | -0.01% | – |
| CLR | Exit | Continental Resources, Inc. | $0 | – | -146 | -100.0% | -0.01% | – |
| IRC | Exit | Inland Real Estate Corp | $0 | – | -941 | -100.0% | -0.01% | – |
| SWKS | Exit | Skyworks Solutions Inc. | $0 | – | -168 | -100.0% | -0.01% | – |
| OSK | Exit | Oshkosh Truck Corporation | $0 | – | -212 | -100.0% | -0.01% | – |
| DVN | Exit | Devon Energy Corporation | $0 | – | -134 | -100.0% | -0.01% | – |
| EDGR | Exit | R.R. Donnelley & Sons Company | $0 | – | -638 | -100.0% | -0.01% | – |
| EL | Exit | Estee Lauder Companies Inc. | $0 | – | -152 | -100.0% | -0.01% | – |
| SLV | Exit | iShares Silver Trust ETFsilver etf | $0 | – | -650 | -100.0% | -0.01% | – |
| MPC | Exit | Marathon Petroleum Corporation | $0 | – | -128 | -100.0% | -0.01% | – |
| VOLVY | Exit | Volvo Aktiebolagetspon adr | $0 | – | -1,025 | -100.0% | -0.01% | – |
| TRP | Exit | TransCanada Corp. | $0 | – | -204 | -100.0% | -0.01% | – |
| LMT | Exit | Lockheed Martin Corporation | $0 | – | -60 | -100.0% | -0.01% | – |
| EOG | Exit | EOG Resources, Inc. | $0 | – | -109 | -100.0% | -0.01% | – |
| KATE | Exit | Kate Spade & Company | $0 | – | -475 | -100.0% | -0.01% | – |
| SYY | Exit | Sysco Corp | $0 | – | -333 | -100.0% | -0.01% | – |
| FSM | Exit | Fortuna Silver Mines Inc. | $0 | – | -3,260 | -100.0% | -0.01% | – |
| FXA | Exit | CurrencyShares Australian Dollar Trust ETFaustralian dol | $0 | – | -140 | -100.0% | -0.01% | – |
| AFL | Exit | Aflac Inc. | $0 | – | -201 | -100.0% | -0.01% | – |
| Exit | Silver Bullion Trust | $0 | – | -1,450 | -100.0% | -0.01% | – | |
| VB | Exit | Vanguard Small Capsmall cp etf | $0 | – | -108 | -100.0% | -0.01% | – |
| APD | Exit | Air Products & Chemicals Inc. | $0 | – | -102 | -100.0% | -0.01% | – |
| HOG | Exit | Harley Davidson Inc. | $0 | – | -203 | -100.0% | -0.01% | – |
| Exit | Agilent Tech Inc | $0 | – | -246 | -100.0% | -0.01% | – | |
| MTW | Exit | Manitowoc Company Inc. | $0 | – | -600 | -100.0% | -0.01% | – |
| ZBH | Exit | Zimmer Holdings, Inc. | $0 | – | -151 | -100.0% | -0.01% | – |
| SLW | Exit | Silver Wheaton Corporation | $0 | – | -796 | -100.0% | -0.01% | – |
| VT | Exit | Vanguard World Stock Index ETFtt wrld st etf | $0 | – | -285 | -100.0% | -0.01% | – |
| STO | Exit | Statoil ASAspon adr | $0 | – | -625 | -100.0% | -0.01% | – |
| PM | Exit | Philip Morris International, Inc. | $0 | – | -206 | -100.0% | -0.01% | – |
| CXP | Exit | Columbia Property Trust, Inc. | $0 | – | -722 | -100.0% | -0.01% | – |
| INDY | Exit | iShares India 50 ETFetf | $0 | – | -582 | -100.0% | -0.01% | – |
| AMP | Exit | Ameriprise Financial Inc. | $0 | – | -144 | -100.0% | -0.01% | – |
| WAG | Exit | Walgreen Company | $0 | – | -312 | -100.0% | -0.01% | – |
| VWO | Exit | Vanguard FTSE Emerging Markets ETFftse emerg mkt | $0 | – | -445 | -100.0% | -0.01% | – |
| HAL | Exit | Halliburton Company | $0 | – | -315 | -100.0% | -0.01% | – |
| IWD | Exit | Ishares Tr Russell 1000 Value Index Fdrsl 1000 v etf | $0 | – | -203 | -100.0% | -0.01% | – |
| SLB | Exit | Schlumberger Ltd. | $0 | – | -220 | -100.0% | -0.01% | – |
| NLY | Exit | Annaly Capital Management, Inc. | $0 | – | -2,066 | -100.0% | -0.01% | – |
| FAX | Exit | Aberdeen Asia-Pacific Income Fund Inc. | $0 | – | -4,128 | -100.0% | -0.02% | – |
| ACWI | Exit | iShares MSCI ACWI (World) Index ETFmsci acwi etf | $0 | – | -383 | -100.0% | -0.02% | – |
| OXY | Exit | Occidental Petroleum Corporation | $0 | – | -267 | -100.0% | -0.02% | – |
| FMER | Exit | FirstMerit Corporation | $0 | – | -1,553 | -100.0% | -0.02% | – |
| FB | Exit | Facebook Inc. | $0 | – | -345 | -100.0% | -0.02% | – |
| TGH | Exit | Textainer Group Holdings Limited | $0 | – | -856 | -100.0% | -0.02% | – |
| CAB | Exit | Cabela's Incorporated | $0 | – | -500 | -100.0% | -0.02% | – |
| VOD | Exit | Vodafone Group Plc (ADR)spon adr | $0 | – | -1,010 | -100.0% | -0.02% | – |
| MJN | Exit | Mead Johnson Nutrition | $0 | – | -343 | -100.0% | -0.02% | – |
| TGT | Exit | Target Corporation | $0 | – | -540 | -100.0% | -0.02% | – |
| RGLD | Exit | Royal Gold, Inc. | $0 | – | -518 | -100.0% | -0.02% | – |
| HSY | Exit | Hershey Company | $0 | – | -357 | -100.0% | -0.02% | – |
| PKW | Exit | PowerShares Buyback Achievers ETFdyna buybk ach | $0 | – | -757 | -100.0% | -0.02% | – |
| BAC | Exit | Bank of America Corporation | $0 | – | -2,080 | -100.0% | -0.02% | – |
| BA | Exit | Boeing Company | $0 | – | -274 | -100.0% | -0.02% | – |
| WM | Exit | Waste Management | $0 | – | -728 | -100.0% | -0.02% | – |
| STJ | Exit | St. Jude Medical Inc. | $0 | – | -608 | -100.0% | -0.02% | – |
| WPC | Exit | W. P. Carey Inc. | $0 | – | -585 | -100.0% | -0.02% | – |
| MA | Exit | Mastercard Inc | $0 | – | -502 | -100.0% | -0.02% | – |
| JPM | Exit | JP Morgan Chase & Co. | $0 | – | -648 | -100.0% | -0.02% | – |
| MKC | Exit | McCormick & Co. Inc. | $0 | – | -588 | -100.0% | -0.02% | – |
| HD | Exit | Home Depot Inc. | $0 | – | -488 | -100.0% | -0.03% | – |
| WEC | Exit | Wisconsin Energy Corp. | $0 | – | -1,112 | -100.0% | -0.03% | – |
| F | Exit | Ford Motor Company | $0 | – | -3,562 | -100.0% | -0.03% | – |
| HON | Exit | Honeywell International Inc. | $0 | – | -587 | -100.0% | -0.04% | – |
| KLAC | Exit | KLA-Tencor Corporation | $0 | – | -728 | -100.0% | -0.04% | – |
| HPQ | Exit | Hewlett-Packard Co | $0 | – | -1,716 | -100.0% | -0.04% | – |
| CL | Exit | Colgate-Palmolive Co | $0 | – | -944 | -100.0% | -0.04% | – |
| Exit | Inland American Real Estate Trust NSA | $0 | – | -10,000 | -100.0% | -0.04% | – | |
| ASH | Exit | Ashland Inc | $0 | – | -679 | -100.0% | -0.05% | – |
| LNT | Exit | Alliant Energy Corporation | $0 | – | -1,326 | -100.0% | -0.05% | – |
| ITW | Exit | Illinois Tool Works, Inc. | $0 | – | -976 | -100.0% | -0.05% | – |
| IVV | Exit | iShares S&P 500 Index ETFs&p 500 etf | $0 | – | -477 | -100.0% | -0.06% | – |
| PFE | Exit | Pfizer Inc. | $0 | – | -3,371 | -100.0% | -0.06% | – |
| BMO | Exit | Bank of Montreal | $0 | – | -1,483 | -100.0% | -0.07% | – |
| FIS | Exit | Fidelity National Information Services, Inc. | $0 | – | -2,226 | -100.0% | -0.08% | – |
| ASBPRBCL | Exit | Associated Banc-Corppref with exp | $0 | – | -5,000 | -100.0% | -0.09% | – |
| MCD | Exit | McDonald's Corp. | $0 | – | -1,554 | -100.0% | -0.09% | – |
| XEL | Exit | Xcel Energy Inc. | $0 | – | -5,632 | -100.0% | -0.11% | – |
| KMB | Exit | Kimberly-Clark Corporation | $0 | – | -1,958 | -100.0% | -0.14% | – |
| ASB | Exit | Associated Banc-Corp | $0 | – | -12,904 | -100.0% | -0.14% | – |
| MU | Exit | Micron Technology Inc. | $0 | – | -6,606 | -100.0% | -0.14% | – |
| GILD | Exit | Gilead Sciences Inc. | $0 | – | -2,178 | -100.0% | -0.15% | – |
| P105PS | Exit | Integrys Energy Group | $0 | – | -4,976 | -100.0% | -0.21% | – |
| QCOM | Exit | Qualcomm Inc. | $0 | – | -6,185 | -100.0% | -0.30% | – |
| GM | Exit | General Motors Corporation | $0 | – | -15,097 | -100.0% | -0.31% | – |
| SKYY | Exit | First Trust ISE Cloud Computingetf | $0 | – | -18,380 | -100.0% | -0.32% | – |
| Exit | Automatic Data Processing, Inc | $0 | – | -6,190 | -100.0% | -0.33% | – | |
| XLB | Exit | Sector SPDR Materials Select Sector ETFsbi materials | $0 | – | -10,567 | -100.0% | -0.34% | – |
| MDT | Exit | Medtronic, Inc. | $0 | – | -12,831 | -100.0% | -0.51% | – |
| YHOO | Exit | Yahoo! Inc. | $0 | – | -20,433 | -100.0% | -0.53% | – |
| K | Exit | Kellogg Co. | $0 | – | -16,565 | -100.0% | -0.65% | – |
| AZN | Exit | Astrazeneca Plc | $0 | – | -15,004 | -100.0% | -0.69% | – |
| CVX | Exit | Chevron Corporation | $0 | – | -9,473 | -100.0% | -0.72% | – |
| MAR | Exit | Marriott International, Inc. | $0 | – | -16,883 | -100.0% | -0.76% | – |
| KO | Exit | Coca-Cola Company | $0 | – | -35,503 | -100.0% | -0.97% | – |
| PG | Exit | Procter & Gamble Co. | $0 | – | -19,968 | -100.0% | -1.07% | – |
| ARRS | Exit | Google, Inc. - Class A | $0 | – | -2,849 | -100.0% | -1.08% | – |
| CTXS | Exit | Citrix Systems, Inc. | $0 | – | -29,136 | -100.0% | -1.33% | – |
| GE | Exit | General Electric Co. | $0 | – | -81,903 | -100.0% | -1.34% | – |
| SMH | Exit | Market Vectors Semiconductor ETFsemi etf | $0 | – | -41,850 | -100.0% | -1.37% | – |
| DOW | Exit | Dow Chemical Company | $0 | – | -42,151 | -100.0% | -1.42% | – |
| DIA | Exit | SPDR Dow Jones Indusrial Average ETFetf | $0 | – | -14,233 | -100.0% | -1.55% | – |
| SPY | Exit | SPDR S&P 500 Index ETFtr unit | $0 | – | -12,720 | -100.0% | -1.61% | – |
| XLK | Exit | SPDR Technology Select Sectorsmi tech | $0 | – | -63,832 | -100.0% | -1.63% | – |
| BX | Exit | Blackstone Group L.P. | $0 | – | -87,216 | -100.0% | -1.76% | – |
| COP | Exit | ConocoPhillips | $0 | – | -42,974 | -100.0% | -2.11% | – |
| BMY | Exit | Bristol-Myers Squibb Co. | $0 | – | -65,278 | -100.0% | -2.14% | – |
| MRK | Exit | Merck & Co Inc | $0 | – | -73,035 | -100.0% | -2.78% | – |
| GSK | Exit | Glaxosmithkline plcspon adr | $0 | – | -109,101 | -100.0% | -3.22% | – |
| Exit | AT & T, Inc. | $0 | – | -148,848 | -100.0% | -3.36% | – | |
| RYT | Exit | Guggenheim S&P 500 Eq Weight Technology ETFtech etf | $0 | – | -74,512 | -100.0% | -4.06% | – |
| AAPL | Exit | Apple, Inc. | $0 | – | -72,241 | -100.0% | -4.67% | – |
| GOOG | Exit | Google, Inc. - Class C | $0 | – | -21,198 | -100.0% | -7.85% | – |
| BRKB | Exit | Berkshire Hathaway Inc - Class Bcl b new | $0 | – | -102,157 | -100.0% | -9.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-02-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Microsoft Corporation | 39 | Q3 2023 | 5.6% |
| WALT DISNEY COMPANY (THE) COM | 39 | Q3 2023 | 15.5% |
| VERIZON COMMUNICATIONS INC | 39 | Q3 2023 | 7.8% |
| VANGUARD WORLD FUNDS HEALTH CAR ETF | 39 | Q3 2023 | 6.9% |
| 3M COMPANY COM | 39 | Q3 2023 | 5.8% |
| EXXON MOBIL CORPORATION COM | 39 | Q3 2023 | 2.0% |
| SPDR Consumer Discretionary ETF | 39 | Q3 2023 | 4.4% |
| JOHNSON & JOHNSON COM | 39 | Q3 2023 | 2.1% |
| WELLS FARGO & CO NEW | 39 | Q3 2023 | 3.4% |
| Intel Corporation | 39 | Q3 2023 | 1.2% |
View Winch Advisory Services, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-04-26 |
| 13F-HR | 2022-02-04 |
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.