$158 Million is the total value of Winch Advisory Services, LLC's 308 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was 39.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTI | Sell | VANGUARD TOTAL STOCK MARKET ETFetf | $12,293,000 | -4.0% | 101,327 | -8.8% | 7.80% | -11.5% |
| SPY | Sell | SPDR S & P 500 ETF TR UNIT SER 1tr unit | $10,234,000 | -30.7% | 43,413 | -34.3% | 6.49% | -36.1% |
| AAPL | Buy | APPLE INC COM | $6,511,000 | +25.5% | 45,322 | +1.2% | 4.13% | +15.7% |
| T | Buy | AT&T INC COM | $5,351,000 | -1.2% | 128,794 | +1.1% | 3.40% | -8.9% |
| VZ | Sell | VERIZON COMMUNICATIONS | $4,759,000 | -9.9% | 97,616 | -1.4% | 3.02% | -16.9% |
| XLF | Buy | SELECT SECTOR SPDR TRUST FINANCIAL SELECT SECTOR FUNDetf | $4,673,000 | +4.7% | 196,940 | +2.5% | 2.96% | -3.5% |
| VOT | Buy | VANGUARD CRSP US MID CAP GROWTH IND ETFetf | $4,615,000 | +7.9% | 40,861 | +1.0% | 2.93% | -0.5% |
| VYM | Buy | VANGUARD HIGH DIVIDEND YIELD ETFetf | $4,569,000 | +3.3% | 58,842 | +0.8% | 2.90% | -4.8% |
| VHT | Buy | VANGUARD HEALTH CARE ETFhealth care etf | $4,512,000 | +17.6% | 32,741 | +8.2% | 2.86% | +8.4% |
| XLI | Sell | SELECT SECTOR SPDR TRUST INDUSTRIAL SELECT INDEXetf | $4,316,000 | +4.0% | 66,341 | -0.5% | 2.74% | -4.1% |
| IBB | Buy | ISHARES NASDAQ BIOTECHNOLOGY ETFbiotech etf | $4,022,000 | +11.2% | 13,715 | +0.6% | 2.55% | +2.5% |
| AMZN | Buy | AMAZON.COM INC COM | $4,005,000 | +29.3% | 4,517 | +118.6% | 2.54% | +19.2% |
| VBK | Buy | VANGUARD CRSP US SM CAP GROWTH IND ETFetf | $3,961,000 | +10.7% | 28,160 | +4.7% | 2.51% | +2.1% |
| VTV | Buy | VANGUARD CRSP US LARGE CAP VALUE IND ETetf | $3,892,000 | +5.9% | 40,805 | +3.2% | 2.47% | -2.4% |
| VGK | Buy | VANGUARD FTSE EUROPE EFTetf | $3,611,000 | +19.8% | 70,013 | +11.4% | 2.29% | +10.6% |
| VCIT | Sell | VANGUARD INTERMEDIATE TERM CORP BOND ETbond etf | $3,550,000 | -20.3% | 41,103 | -20.9% | 2.25% | -26.5% |
| VWO | Buy | VANGUARD EMERGING MARKETS ETFetf | $3,417,000 | +28.1% | 86,030 | +15.4% | 2.17% | +18.1% |
| GOOG | Buy | ALPHABET INC CLASS C | $3,394,000 | +15.7% | 4,091 | +7.6% | 2.15% | +6.7% |
| XLB | Buy | SELECT SECTOR SPDR TRUST MATERIALS SELECT SEC INDEXetf | $3,221,000 | +13.3% | 61,461 | +7.5% | 2.04% | +4.5% |
| JPM | Buy | JP MORGAN CHASE & CO COM | $3,094,000 | +17.9% | 35,224 | +15.8% | 1.96% | +8.7% |
| FB | Buy | FACEBOOK INC COM | $2,994,000 | +38.1% | 21,079 | +11.9% | 1.90% | +27.3% |
| XLY | Buy | SELECT SECTOR SPDR TRUST CONSUMER DIS SELECT INDEXetf | $2,817,000 | +8.6% | 32,029 | +0.5% | 1.79% | +0.2% |
| VUG | New | VANGUARD CRSP US LARGE CAP GROW IND ETFetf | $2,782,000 | – | 22,870 | +100.0% | 1.76% | – |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DEL CL Bcl b new | $2,350,000 | +13.5% | 14,097 | +10.9% | 1.49% | +4.6% |
| AGNC | Buy | AGNC INVESTMENT CORP COM | $2,346,000 | +16.5% | 117,937 | +6.1% | 1.49% | +7.4% |
| XOM | Buy | EXXON MOBIL CORPORATION COM | $2,114,000 | -8.9% | 25,775 | +0.2% | 1.34% | -16.0% |
| HP | New | HELMERICH & PAYNE INC | $1,904,000 | – | 28,594 | +100.0% | 1.21% | – |
| PTEN | Buy | PATTERSON-UTI ENERGY INC | $1,668,000 | +6.5% | 68,709 | +18.1% | 1.06% | -1.9% |
| CMI | New | CUMMINS INC COM | $1,578,000 | – | 10,433 | +100.0% | 1.00% | – |
| VLO | Buy | VALERO ENERGY CORP COM | $1,553,000 | +37.3% | 23,428 | +41.5% | 0.99% | +26.7% |
| EOG | Sell | EOG RES INC | $1,509,000 | -20.4% | 15,468 | -17.5% | 0.96% | -26.5% |
| GLD | Buy | SPDR GOLD TRUST SHSgold etf | $1,481,000 | +14.0% | 12,477 | +5.3% | 0.94% | +5.1% |
| NBR | Buy | NABORS INDUSTRIES LTD | $1,449,000 | -0.1% | 110,897 | +25.5% | 0.92% | -7.8% |
| KEY | Buy | KEYCORP NEW | $1,447,000 | +23.5% | 81,380 | +26.8% | 0.92% | +13.8% |
| CVX | Sell | CHEVRON CORP. COMMON STOCK | $1,417,000 | -12.6% | 13,195 | -4.2% | 0.90% | -19.4% |
| MSFT | Buy | MICROSOFT CORP COM | $1,377,000 | +38.7% | 20,915 | +30.9% | 0.87% | +28.0% |
| FITB | Buy | FIFTH THIRD BANCORP | $1,353,000 | +15.8% | 53,260 | +22.9% | 0.86% | +6.8% |
| BBT | Buy | BB&T CORPORATION COM | $1,328,000 | +6.8% | 29,718 | +12.4% | 0.84% | -1.4% |
| HBAN | Buy | HUNTINGTON BANCSHARES INC | $1,317,000 | +59.3% | 98,372 | +57.2% | 0.84% | +46.9% |
| PCLN | Buy | PRICELINE GROUP INC COM | $1,095,000 | +34.0% | 615 | +10.4% | 0.70% | +23.7% |
| ROK | Buy | ROCKWELL AUTOMATION INC COM | $1,079,000 | +30.3% | 6,931 | +12.5% | 0.68% | +20.2% |
| CSCO | Buy | CISCO SYSTEMS INC COM | $1,040,000 | +28.2% | 30,778 | +14.7% | 0.66% | +18.3% |
| BP | New | BP PLC SPONS ADR | $998,000 | – | 28,921 | +100.0% | 0.63% | – |
| GE | Buy | GENERAL ELECTRIC CO COM | $990,000 | +9.2% | 33,224 | +15.8% | 0.63% | +0.6% |
| SYK | Buy | STRYKER CORP COM | $975,000 | +21.6% | 7,403 | +10.6% | 0.62% | +12.1% |
| MGM | Buy | MGM RESORTS INTERNATIONAL COM | $920,000 | +7.2% | 33,580 | +12.8% | 0.58% | -1.0% |
| MMM | Sell | 3M CO COM | $904,000 | +7.0% | 4,726 | -0.1% | 0.57% | -1.2% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $861,000 | +163.3% | 3,749 | +174.9% | 0.55% | +142.7% |
| JNJ | Buy | JOHNSON & JOHNSON COM | $538,000 | +8.7% | 4,319 | +0.6% | 0.34% | 0.0% |
| HAL | New | HALLIBURTON CO | $536,000 | – | 10,892 | +100.0% | 0.34% | – |
| ROP | New | ROPER TECHNOLOGIES, INC | $525,000 | – | 2,542 | +100.0% | 0.33% | – |
| COP | Buy | CONOCOPHILLIPS COM | $504,000 | +30.6% | 10,100 | +31.1% | 0.32% | +20.3% |
| SLB | Buy | SCHLUMBERGER LTD | $434,000 | -5.9% | 5,552 | +1.2% | 0.28% | -13.2% |
| XLE | Buy | SELECT SECTOR SPDR TR SBI INT-ENERGYetf | $431,000 | +38.1% | 6,168 | +49.0% | 0.27% | +27.4% |
| IWM | Buy | ISHARES RUSSELL 2000 ETFetf | $428,000 | +8.9% | 3,113 | +6.9% | 0.27% | +0.7% |
| WEC | Buy | WEC ENERGY GROUP INC COM | $400,000 | +5.3% | 6,604 | +1.9% | 0.25% | -3.1% |
| DOV | New | DOVER CORP | $399,000 | – | 4,968 | +100.0% | 0.25% | – |
| MS | Buy | MORGAN STANLEY | $375,000 | +374.7% | 8,750 | +365.7% | 0.24% | +340.7% |
| NOC | Buy | NORTHROP GRUMMAN CORP COM | $354,000 | +43.9% | 1,489 | +40.6% | 0.22% | +33.1% |
| GOOGL | Sell | ALPHABET INC CL A | $352,000 | +6.3% | 415 | -0.7% | 0.22% | -2.2% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRetf | $344,000 | +2.4% | 1,102 | -1.2% | 0.22% | -5.6% |
| HON | Buy | HONEYWELL INTERNATIONAL INC COM | $341,000 | +63.2% | 2,729 | +51.1% | 0.22% | +50.0% |
| EEM | New | ISHARES MSCI EMERGING MKT FDetf | $338,000 | – | 8,570 | +100.0% | 0.21% | – |
| IP | Sell | INTERNATIONAL PAPER CO | $318,000 | -57.5% | 6,267 | -55.6% | 0.20% | -60.8% |
| QQQ | New | POWERSHARES QQQ ETFetf | $317,000 | – | 2,397 | +100.0% | 0.20% | – |
| IYR | Sell | ISHARES U.S. REAL ESTATE ETFetf | $311,000 | +0.6% | 3,960 | -1.3% | 0.20% | -7.5% |
| NVDA | Buy | NVIDIA CORP | $302,000 | +8.6% | 2,768 | +6.2% | 0.19% | +0.5% |
| KRE | SPDR SERIES TRUST S&P REGL BKGetf | $298,000 | -1.7% | 5,452 | 0.0% | 0.19% | -9.6% | |
| DIA | Buy | SPDR DOW JONES INDL AVERAGE ETF UTetf | $296,000 | +4.2% | 1,436 | +0.1% | 0.19% | -3.6% |
| LYB | Buy | LYONDELLBASELL INDUSTRIES N | $281,000 | +430.2% | 3,083 | +402.9% | 0.18% | +394.4% |
| X | Sell | US STEEL CORP | $272,000 | +1.5% | 8,034 | -0.9% | 0.17% | -6.0% |
| XOP | New | SPDR S&P OIL & GAS EXPLORetf | $267,000 | – | 7,121 | +100.0% | 0.17% | – |
| IJR | Buy | ISHARES TR CORE S&P SCP ETFetf | $259,000 | +0.4% | 3,750 | +100.0% | 0.16% | -7.9% |
| PDS | Buy | PRECISION DRILLING | $248,000 | +47.6% | 52,606 | +70.4% | 0.16% | +35.3% |
| BAC | Buy | BANK AMER CORP | $244,000 | +24300.0% | 10,363 | +20626.0% | 0.16% | +15400.0% |
| STI | New | SUNTRUST BKS INC | $245,000 | – | 4,431 | +100.0% | 0.16% | – |
| FDN | Buy | FIRST TR EXCHANGE TRADED FDetf | $239,000 | +7866.7% | 2,709 | +7640.0% | 0.15% | +7500.0% |
| SLV | ISHARES SILVER TRsilver etf | $234,000 | +14.1% | 13,540 | 0.0% | 0.15% | +5.0% | |
| PG | Sell | PROCTER GAMBLE CO COM | $227,000 | -37.5% | 2,523 | -41.6% | 0.14% | -42.4% |
| F | Sell | FORD MTR CO | $213,000 | -31.3% | 18,286 | -28.4% | 0.14% | -36.6% |
| MCD | Sell | MCDONALDS CORP COM | $206,000 | +5.1% | 1,591 | -1.0% | 0.13% | -3.0% |
| CLR | New | CONTINENTAL RESOURCES INC | $191,000 | – | 4,213 | +100.0% | 0.12% | – |
| XEC | New | CIMAREX ENERGY CO COM | $186,000 | – | 1,557 | +100.0% | 0.12% | – |
| KMB | Buy | KIMBERLY CLARK CORP COM | $184,000 | +16.5% | 1,396 | +0.6% | 0.12% | +7.3% |
| WFC | Buy | WELLS FARGO & CO COM | $153,000 | +1.3% | 2,756 | +0.7% | 0.10% | -6.7% |
| XEL | Sell | XCEL ENERGY INC COM | $146,000 | -7.6% | 3,288 | -15.3% | 0.09% | -14.7% |
| APC | Buy | ANADARKO PETE CORP | $126,000 | +404.0% | 2,167 | +501.9% | 0.08% | +370.6% |
| FIS | Sell | FIDELITY NATIONAL INFO SVCS COM | $119,000 | -5.6% | 1,500 | -9.9% | 0.08% | -12.6% |
| PXD | New | PIONEER NAT RES CO | $112,000 | – | 599 | +100.0% | 0.07% | – |
| FANG | New | DIAMONDBACK ENERGY COM | $105,000 | – | 1,015 | +100.0% | 0.07% | – |
| PSX | Buy | PHILLIPS 66 COM | $104,000 | +5100.0% | 1,314 | +5872.7% | 0.07% | +6500.0% |
| BHI | New | BAKER HUGHES INC | $104,000 | – | 1,740 | +100.0% | 0.07% | – |
| GDX | Sell | VANECK VECTORS GOLD MINERS ETFgold etf | $98,000 | +3.2% | 4,279 | -5.8% | 0.06% | -4.6% |
| SIL | Sell | GLOBAL X SILVER MINERS ETFsilver m etf | $98,000 | +6.5% | 2,723 | -4.6% | 0.06% | -1.6% |
| PE | New | PARSLEY ENERGY INC CL A | $96,000 | – | 2,958 | +100.0% | 0.06% | – |
| RES | New | RPC INC COM | $95,000 | – | 5,210 | +100.0% | 0.06% | – |
| SLCA | New | U S SILICA HLDGS INC COM | $95,000 | – | 1,975 | +100.0% | 0.06% | – |
| DVN | New | DEVON ENERGY CORPORATION | $91,000 | – | 2,173 | +100.0% | 0.06% | – |
| OIS | New | OIL STS INTL INC | $89,000 | – | 2,695 | +100.0% | 0.06% | – |
| ASH | Buy | ASHLAND GLOBAL HOLDINGS INC COM | $87,000 | +14.5% | 702 | +0.3% | 0.06% | +5.8% |
| SPNV | New | SUPERIOR ENERGY SVCS INC | $83,000 | – | 5,845 | +100.0% | 0.05% | – |
| IVV | Buy | ISHARES CORE S&P 500 ETFs&p 500 etf | $75,000 | +5.6% | 315 | +0.3% | 0.05% | -2.0% |
| USO | Sell | United States Oil Fund LPetf | $73,000 | -13.1% | 6,901 | -3.9% | 0.05% | -20.7% |
| BMO | BANK MONTREAL QUE COM COM | $73,000 | +4.3% | 978 | 0.0% | 0.05% | -4.2% | |
| ATVI | Sell | Activision Blizzard, Inc. | $69,000 | +32.7% | 1,383 | -4.8% | 0.04% | +22.2% |
| KLAC | KLA-TENCOR CORP COM | $69,000 | +21.1% | 728 | 0.0% | 0.04% | +12.8% | |
| DIS | Sell | WALT DISNEY CO COM | $63,000 | -57.7% | 552 | -61.3% | 0.04% | -61.2% |
| FAX | Buy | ABERDEEN ASIA-PAC PRIME INC COM | $57,000 | +11.8% | 11,328 | +2.9% | 0.04% | +2.9% |
| NAD | Buy | NUVEEN QUALITY MUNICIPAL INCOME CE FDmuni etf | $53,000 | 0.0% | 3,852 | +1.5% | 0.03% | -5.6% |
| UNH | UNITEDHEALTH GROUP INC COM | $54,000 | +1.9% | 331 | 0.0% | 0.03% | -5.6% | |
| CL | COLGATE PALMOLIVE CO COM | $48,000 | +11.6% | 663 | 0.0% | 0.03% | 0.0% | |
| GSK | Buy | GLAXO SMITHKLINE PLC ADRspon adr | $47,000 | +9.3% | 1,122 | +1.0% | 0.03% | 0.0% |
| PEP | Buy | PEPSICO INC COM | $45,000 | +7.1% | 400 | +0.5% | 0.03% | 0.0% |
| WM | Buy | WASTE MANAGEMENT INC COM | $46,000 | +2.2% | 637 | +0.6% | 0.03% | -6.5% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC COM | $44,000 | 0.0% | 530 | +0.4% | 0.03% | -6.7% |
| MKC | Buy | MCCORMICK & CO INC COM NON VTG | $43,000 | +4.9% | 444 | +0.5% | 0.03% | -3.6% |
| BCML | BAYCOM CORP COM | $40,000 | +11.1% | 2,431 | 0.0% | 0.02% | 0.0% | |
| BA | BOEING CO COM | $40,000 | +14.3% | 224 | 0.0% | 0.02% | +4.2% | |
| PKW | POWERSHARES BUYBACK ACHetf | $40,000 | +2.6% | 766 | 0.0% | 0.02% | -7.4% | |
| LMT | LOCKHEED MARTIN COM | $36,000 | +5.9% | 135 | 0.0% | 0.02% | 0.0% | |
| NFLX | NETFLIX.COM INC COM | $35,000 | +20.7% | 236 | 0.0% | 0.02% | +10.0% | |
| RTN | RAYTHEON CO COM | $35,000 | +6.1% | 230 | 0.0% | 0.02% | -4.3% | |
| BABA | ALIBABA GROUP HLDG LTD ADRspon adr | $35,000 | +20.7% | 327 | 0.0% | 0.02% | +10.0% | |
| INVENTRUST PROPERTIES CORP NSA | $31,000 | 0.0% | 10,000 | 0.0% | 0.02% | -4.8% | ||
| TGT | Buy | TARGET CORP COM | $32,000 | -23.8% | 583 | +1.0% | 0.02% | -31.0% |
| ABT | Buy | ABBOTT LABS COM | $28,000 | +833.3% | 623 | +777.5% | 0.02% | +800.0% |
| PFE | Buy | PFIZER INC COM | $28,000 | +27.3% | 816 | +22.5% | 0.02% | +20.0% |
| KO | COCA COLA CO COM | $28,000 | +3.7% | 650 | 0.0% | 0.02% | -5.3% | |
| SBUX | Buy | STARBUCKS CORP COM | $28,000 | +27.3% | 473 | +21.6% | 0.02% | +20.0% |
| AGG | ISHARES CORE US AGGREGATE BOND ETFcore totusbd etf | $29,000 | 0.0% | 270 | 0.0% | 0.02% | -10.0% | |
| UNG | UNITED STATES NAT GAS FUND ETFetf | $27,000 | -18.2% | 3,580 | 0.0% | 0.02% | -26.1% | |
| SNAP | New | SNAP INC COM CL A | $27,000 | – | 1,195 | +100.0% | 0.02% | – |
| ITW | Buy | ILLINOIS TOOL WORKS INC COM | $27,000 | +8.0% | 207 | +0.5% | 0.02% | 0.0% |
| ACWI | ISHARES MSCI ACWI ETFmsci acwi etf | $26,000 | +8.3% | 405 | 0.0% | 0.02% | -5.9% | |
| BMY | Sell | BRISTOL-MYERS SQUIBB CM | $26,000 | -49.0% | 476 | -45.1% | 0.02% | -54.3% |
| SLW | SILVER WHEATON CORP COM | $24,000 | +9.1% | 1,147 | 0.0% | 0.02% | 0.0% | |
| PYPL | PAYPAL HLDGS INC COM | $23,000 | +9.5% | 540 | 0.0% | 0.02% | +7.1% | |
| MGK | New | VANGUARD MEGA CAP GROWTH ETFetf | $23,000 | – | 240 | +100.0% | 0.02% | – |
| BSV | Sell | VANGUARD SHORT TERM BOND FUNDetf | $24,000 | -97.1% | 296 | -97.2% | 0.02% | -97.4% |
| XHR | Buy | XENIA HOTELS & RESORTS INC COM | $24,000 | -11.1% | 1,398 | +1.5% | 0.02% | -21.1% |
| VOD | Buy | VODAFONE GROUP PLC ADRspon adr | $21,000 | +10.5% | 812 | +2.0% | 0.01% | 0.0% |
| GD | GENERAL DYNAMICS CORP COM | $20,000 | +5.3% | 108 | 0.0% | 0.01% | 0.0% | |
| MDT | Sell | MEDTRONIC PLC COM | $20,000 | -98.6% | 254 | -98.7% | 0.01% | -98.6% |
| TWO | Buy | TWO HARBORS INVESTMENT CORP REIT | $19,000 | +18.8% | 1,938 | +2.8% | 0.01% | +9.1% |
| XPO | XPO LOGISTICS INC COM | $19,000 | +11.8% | 390 | 0.0% | 0.01% | 0.0% | |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $19,000 | +18.8% | 154 | 0.0% | 0.01% | +9.1% | |
| PFG | PRINCIPAL FINANCIAL GROUP COM | $18,000 | +5.9% | 290 | 0.0% | 0.01% | -8.3% | |
| CHOICE BANCORP INC COM | $18,000 | +12.5% | 1,000 | 0.0% | 0.01% | 0.0% | ||
| NG | NOVAGOLD RESOURCES INC COM | $18,000 | +5.9% | 3,740 | 0.0% | 0.01% | -8.3% | |
| HTLF | Buy | HEARTLAND FINANCIAL USA INC COM | $18,000 | +5.9% | 363 | +0.3% | 0.01% | -8.3% |
| INTC | Buy | INTEL CORP COM | $15,000 | +36.4% | 428 | +47.1% | 0.01% | +25.0% |
| SOXX | New | ISHARES PHLX SEMICONDUCTOR ETFetf | $15,000 | – | 110 | +100.0% | 0.01% | – |
| HOG | Buy | HARLEY DAVIDSON INC COM | $15,000 | +7.1% | 246 | +1.2% | 0.01% | 0.0% |
| HPQ | Buy | HP INC COM | $16,000 | +128.6% | 876 | +96.4% | 0.01% | +100.0% |
| NLY | Buy | ANNALY CAPITAL MANAGEMENT INC COM | $16,000 | +14.3% | 1,423 | +3.0% | 0.01% | 0.0% |
| DUK | Buy | DUKE ENERGY HOLDINGS CORP COM | $16,000 | +6.7% | 191 | +1.1% | 0.01% | 0.0% |
| SILVER BULLION TRUST COM | $15,000 | +15.4% | 1,450 | 0.0% | 0.01% | +11.1% | ||
| AFL | Buy | AFLAC INC CM | $16,000 | +6.7% | 214 | +0.5% | 0.01% | 0.0% |
| DD | DU PONT E I DE NEMOURS & CO COM | $14,000 | +7.7% | 180 | 0.0% | 0.01% | 0.0% | |
| MPC | Buy | MARATHON PETE CORP COM | $14,000 | 0.0% | 273 | +0.7% | 0.01% | -10.0% |
| ASB | Buy | ASSOCIATED BANC CORP COM | $14,000 | 0.0% | 576 | +0.3% | 0.01% | -10.0% |
| LLY | Sell | ELI LILLY & CO COM | $14,000 | +7.7% | 165 | -8.8% | 0.01% | 0.0% |
| FNV | FRANCO NEVADA CORP COM | $13,000 | +8.3% | 205 | 0.0% | 0.01% | 0.0% | |
| KSS | Buy | KOHLS CORP COM | $12,000 | -14.3% | 294 | +1.4% | 0.01% | -20.0% |
| STZ | CONSTELLATION BRANDS INC CL A | $13,000 | +8.3% | 80 | 0.0% | 0.01% | 0.0% | |
| SNSR | New | GLOBAL X INTERNET OF THINGS ETF | $12,000 | – | 643 | +100.0% | 0.01% | – |
| FMC | F M C CORP COM | $11,000 | +22.2% | 160 | 0.0% | 0.01% | +16.7% | |
| ENB | New | ENBRIDGE INC COM | $11,000 | – | 252 | +100.0% | 0.01% | – |
| SYY | Buy | SYSCO CORP COM | $11,000 | -8.3% | 215 | +0.9% | 0.01% | -12.5% |
| TSLA | TESLA INC COM | $11,000 | +22.2% | 40 | 0.0% | 0.01% | +16.7% | |
| AGN | ALLERGAN PLC COM | $11,000 | +10.0% | 47 | 0.0% | 0.01% | 0.0% | |
| VFC | Buy | V F CORP COM | $9,000 | 0.0% | 170 | +0.6% | 0.01% | 0.0% |
| MRK | Buy | MERCK & CO INC. COM | $9,000 | +12.5% | 144 | +0.7% | 0.01% | 0.0% |
| TSCO | TRACTOR SUPPLY CO COM | $10,000 | -16.7% | 152 | 0.0% | 0.01% | -25.0% | |
| SO | SOUTHERN CO COM | $10,000 | 0.0% | 200 | 0.0% | 0.01% | -14.3% | |
| DE | Buy | DEERE & CO COM | $9,000 | 0.0% | 86 | +1.2% | 0.01% | 0.0% |
| HMC | Buy | HONDA MOTOR LTD ADR NEW | $10,000 | +66.7% | 343 | +64.1% | 0.01% | +50.0% |
| COF | New | CAPITAL ONE FINL CORP COM | $10,000 | – | 110 | +100.0% | 0.01% | – |
| MSI | MOTOROLA INC COM | $10,000 | +11.1% | 113 | 0.0% | 0.01% | 0.0% | |
| KATE | KATE SPADE & COMPANY COM | $9,000 | +28.6% | 375 | 0.0% | 0.01% | +20.0% | |
| PRU | Buy | PRUDENTIAL FINANCIAL INC COM | $10,000 | 0.0% | 98 | +1.0% | 0.01% | -14.3% |
| GILD | Buy | GILEAD SCIENCES INC COM | $10,000 | 0.0% | 148 | +6.5% | 0.01% | -14.3% |
| TXT | New | TEXTRON INC COM | $8,000 | – | 160 | +100.0% | 0.01% | – |
| CAT | CATERPILLAR INC COM | $8,000 | 0.0% | 87 | 0.0% | 0.01% | -16.7% | |
| UA | Buy | UNDER ARMOUR INC COM CL C | $8,000 | – | 440 | +21900.0% | 0.01% | – |
| WLL | WHITING PETROLEUM CORP COM | $8,000 | -20.0% | 855 | 0.0% | 0.01% | -28.6% | |
| BACPRICL | Buy | BANK OF AMERICA CORP PFDpreferred stock | $8,000 | 0.0% | 322 | +1.6% | 0.01% | -16.7% |
| LUV | SOUTHWEST AIRLINES CO COM | $8,000 | +14.3% | 145 | 0.0% | 0.01% | 0.0% | |
| VIG | Sell | VANGUARD DIVIDEND APPRECIATION ETFetf | $7,000 | 0.0% | 75 | -6.2% | 0.00% | -20.0% |
| CHKP | CHECK POINT SOFTWARE TECH COM | $6,000 | +20.0% | 60 | 0.0% | 0.00% | +33.3% | |
| DOW | DOW CHEMICAL COM | $7,000 | +16.7% | 105 | 0.0% | 0.00% | 0.0% | |
| NP | Buy | NEENAH PAPER INC COM | $7,000 | -12.5% | 89 | +1.1% | 0.00% | -33.3% |
| KMF | Buy | KAYNE ANDERSON MDSTM ENERGY COMenergy etf | $7,000 | 0.0% | 434 | +1.2% | 0.00% | -20.0% |
| LNG | CHENIERE ENERGY INC COM | $6,000 | 0.0% | 135 | 0.0% | 0.00% | 0.0% | |
| SDOG | ALPS ETF TRUST SECTOR DIVIDEND DOGSetf | $6,000 | 0.0% | 145 | 0.0% | 0.00% | 0.0% | |
| MLM | New | MARTIN MARIETTA MATLS INC COM | $6,000 | – | 27 | +100.0% | 0.00% | – |
| RGLD | ROYAL GOLD INC COM | $6,000 | 0.0% | 91 | 0.0% | 0.00% | 0.0% | |
| DNP | Buy | DNP SELECT INCOME FUND INC CLOSED END FUND | $6,000 | 0.0% | 580 | +1.9% | 0.00% | 0.0% |
| GOV | Buy | GOVERNMENT PROPERTIES INCM TR COM | $7,000 | +16.7% | 342 | +2.1% | 0.00% | 0.0% |
| TRV | THE TRAVELERS COMPANIES INC COM | $7,000 | 0.0% | 59 | 0.0% | 0.00% | -20.0% | |
| TRP | TRANSCANADA CORP COM | $7,000 | 0.0% | 160 | 0.0% | 0.00% | -20.0% | |
| TASR | TASER INTERNATIONAL INC COM | $5,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| CNP | Buy | CENTERPOINT ENERGY INC COM | $5,000 | +25.0% | 184 | +1.1% | 0.00% | 0.0% |
| GOLD | RANDGOLD RESOURCES LTD ADR | $5,000 | +25.0% | 53 | 0.0% | 0.00% | 0.0% | |
| PNNT | Buy | PENNANT INVESTMENT CORP COM | $4,000 | +33.3% | 454 | +3.7% | 0.00% | +50.0% |
| RVNC | REVANCE THERAPEUTICS INC COM | $4,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| BWLD | BUFFALO WILD WINGS INC COM | $4,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| HIGHLANDS REIT INC NSA | $4,000 | 0.0% | 10,000 | 0.0% | 0.00% | 0.0% | ||
| SSL | SASOL LTD LIMITED SPNSRD ADRspon adr | $5,000 | 0.0% | 185 | 0.0% | 0.00% | 0.0% | |
| TD | TORONTO DOMINION BK ONT COM NEW | $5,000 | 0.0% | 102 | 0.0% | 0.00% | 0.0% | |
| HBI | Buy | HANESBRAND INC COM | $5,000 | 0.0% | 247 | +0.8% | 0.00% | 0.0% |
| CHGG | CHEGG INC COM | $4,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| TROW | PRICE T ROWE GROUP INC COM | $5,000 | 0.0% | 72 | 0.0% | 0.00% | 0.0% | |
| JASN | JASON INDUSTRIES INC COM | $5,000 | -16.7% | 3,080 | 0.0% | 0.00% | -25.0% | |
| MRO | Buy | MARATHON OIL CORP COM | $4,000 | -20.0% | 271 | +0.4% | 0.00% | 0.0% |
| CBI | CHICAGO BRIDGE & IRON CO COM | $5,000 | 0.0% | 162 | 0.0% | 0.00% | 0.0% | |
| PSEC | Buy | PROSPECT CAPITAL CORPORATION COM | $4,000 | 0.0% | 496 | +2.7% | 0.00% | 0.0% |
| MJN | MEAD JOHNSON NUTRITION COMPANY COMMON | $4,000 | +33.3% | 41 | 0.0% | 0.00% | +50.0% | |
| QCOM | Buy | QUALCOMM INC COM | $4,000 | +100.0% | 64 | +113.3% | 0.00% | +200.0% |
| LNT | ALLIANT ENERGY CORP COM | $3,000 | 0.0% | 69 | 0.0% | 0.00% | 0.0% | |
| NKE | Sell | NIKE INC CL B | $3,000 | 0.0% | 51 | -3.8% | 0.00% | 0.0% |
| LVLT | LEVEL 3 COMMUNICATIONS INC COM | $3,000 | 0.0% | 53 | 0.0% | 0.00% | 0.0% | |
| KEM | KEMET CORP COM | $3,000 | +200.0% | 220 | 0.0% | 0.00% | +100.0% | |
| JE | Buy | JUST ENERGY GROUP INC ORD | $3,000 | 0.0% | 546 | +1.7% | 0.00% | 0.0% |
| RDSA | ROYAL DUTCH SHELL PLC ADR CLASS A | $3,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% | |
| HYH | Buy | HALYARD HEALTH INC COM | $3,000 | +50.0% | 68 | +1.5% | 0.00% | +100.0% |
| EGAS | Buy | GAS NATURAL INC COM | $3,000 | 0.0% | 218 | +1.4% | 0.00% | 0.0% |
| FE | Buy | FIRSTENERGY CORP COM | $3,000 | 0.0% | 91 | +1.1% | 0.00% | 0.0% |
| DX | Buy | DYNEX CAPITAL INC COM | $3,000 | +50.0% | 375 | +3.3% | 0.00% | +100.0% |
| UAA | Sell | UNDER ARMOUR INC COM CLASS A | $3,000 | -40.0% | 158 | -1.2% | 0.00% | -33.3% |
| UNIT | New | UNITI GROUP INC COM | $3,000 | – | 129 | +100.0% | 0.00% | – |
| SMH | VANECK VECTORS SEMICONDUCTOR ETFetf | $3,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% | |
| VT | New | VANGUARD TOTAL WORLD STOCK ETFetf | $3,000 | – | 50 | +100.0% | 0.00% | – |
| VAR | VARIAN MEDICAL SYSTEMS INC COM | $3,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% | |
| BX | Buy | THE BLACKSTONE GROUP LP COM | $3,000 | 0.0% | 113 | +1.8% | 0.00% | 0.0% |
| BMS | BEMIS INC COM | $3,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% | |
| WYNN | New | WYNN RESORTS LTD COM | $3,000 | – | 25 | +100.0% | 0.00% | – |
| AMP | AMERIPRISE FINL ICN COM | $3,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% | |
| YUM | Sell | YUM! BRANDS INC COM | $3,000 | -97.9% | 43 | -98.1% | 0.00% | -98.0% |
| JCI | JOHNSON CONTROLS INTL PLC COM | $3,000 | 0.0% | 63 | 0.0% | 0.00% | 0.0% | |
| DVMT | DELL TECHNOLOGIES INC COM CL V | $1,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| SHOP | New | SHOPIFY INC COM CL A | $1,000 | – | 22 | +100.0% | 0.00% | – |
| TXN | New | TEXAS INSTRUMENTS INC COM | $2,000 | – | 20 | +100.0% | 0.00% | – |
| FNMA | FANNIE MAE COM | $1,000 | -50.0% | 442 | 0.0% | 0.00% | 0.0% | |
| FSC | Buy | FIFTH STREET FINANCIAL CORP COM | $1,000 | -50.0% | 300 | +3.4% | 0.00% | 0.0% |
| GWPH | GW PHARMACEUTICALS PLC ADR | $2,000 | +100.0% | 13 | 0.0% | 0.00% | 0.0% | |
| SWM | SCHWEITZER-MAUDUIT COM | $2,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| HSBC | New | HSBC HLDG PLC SPON ADR | $2,000 | – | 54 | +100.0% | 0.00% | – |
| CFR | New | CULLEN FROST BANKERS COM | $2,000 | – | 21 | +100.0% | 0.00% | – |
| HYGS | HYDROGENICS CORP COM | $2,000 | +100.0% | 268 | 0.0% | 0.00% | 0.0% | |
| DHY | Buy | CREDIT SUISSE HIGH YIELD BD COMsh ben int | $2,000 | 0.0% | 630 | +2.4% | 0.00% | 0.0% |
| CLX | Sell | CLOROX COMPANY COM | $1,000 | -99.4% | 5 | -99.6% | 0.00% | -99.1% |
| IBM | INTL BUSINESS MACHINES COM | $2,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
| IAU | ISHARES GOLD TRUST COMetf | $2,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| IAT | New | ISHARES US REGIONAL BANKS ETFetf | $2,000 | – | 37 | +100.0% | 0.00% | – |
| VEA | New | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $1,000 | – | 14 | +100.0% | 0.00% | – |
| JBLU | New | JETBLUE AIRWAYS CORP COM | $1,000 | – | 67 | +100.0% | 0.00% | – |
| KMI | Buy | KINDER MORGAN INC COM | $2,000 | 0.0% | 105 | +1.0% | 0.00% | 0.0% |
| CX | CEMEX S.A.B. DE C.V. SPONS ADR PART CERspon adr | $1,000 | 0.0% | 133 | 0.0% | 0.00% | 0.0% | |
| CBDS | CANNABIS SATIVA INC COM | $1,000 | 0.0% | 229 | 0.0% | 0.00% | 0.0% | |
| MVO | Buy | MV OIL TRUST COM | $2,000 | 0.0% | 354 | +1.7% | 0.00% | 0.0% |
| VER | Buy | VEREIT INC COM REIT | $1,000 | 0.0% | 107 | +1.9% | 0.00% | 0.0% |
| ROYTL | Buy | PACIFIC COAST OIL TRUST UNIT | $1,000 | – | 444 | +0.2% | 0.00% | – |
| L100PS | ARCONIC INC COM | $1,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% | |
| WBT | New | WELBILT INC COM | $2,000 | – | 101 | +100.0% | 0.00% | – |
| AVXL | Sell | ANAVEX LIFE SCIENCES CORP COM | $1,000 | -50.0% | 250 | -50.0% | 0.00% | 0.0% |
| WIN | WINDSTREAM HOLDINGS INC COM | $1,000 | 0.0% | 108 | 0.0% | 0.00% | 0.0% | |
| MET | Buy | METLIFE INC COM | $2,000 | 0.0% | 38 | +2.7% | 0.00% | 0.0% |
| AOBC | New | AMERICAN OUTDOOR BRANDS CORP COM | $1,000 | – | 61 | +100.0% | 0.00% | – |
| NOK | New | NOKIA CORP ADR | $1,000 | – | 112 | +100.0% | 0.00% | – |
| ORCL | New | ORACLE CORP COM | $1,000 | – | 16 | +100.0% | 0.00% | – |
| BIP | New | BROOKFIELD INFR PART LP COM | $1,000 | – | 14 | +100.0% | 0.00% | – |
| GCL-POLY ENERGY HOLDINGS LTD COM | $1,000 | – | 4,000 | 0.0% | 0.00% | – | ||
| MJNA | MEDICAL MARIJUANA INC COM | $1,000 | 0.0% | 4,100 | 0.0% | 0.00% | 0.0% | |
| M | MACY'S INC COM | $1,000 | -50.0% | 50 | 0.0% | 0.00% | 0.0% | |
| MTW | Sell | MANITOWOC INC COM | $1,000 | -75.0% | 101 | -83.3% | 0.00% | -66.7% |
| AVGO | BROADCOM LIMITED COM | $2,000 | 0.0% | 11 | 0.0% | 0.00% | 0.0% | |
| CRRC CORP LTD ORD | $1,000 | 0.0% | 1,400 | 0.0% | 0.00% | 0.0% | ||
| HACK | New | ETF MANAGERS TR PUREFUNDS ISE CYBER SEC ETFetf | $2,000 | – | 65 | +100.0% | 0.00% | – |
| SJM | SMUCKER J M CO COM | $2,000 | 0.0% | 14 | 0.0% | 0.00% | 0.0% | |
| ERF | ENERPLUS CORP COM | $2,000 | -33.3% | 301 | 0.0% | 0.00% | -50.0% | |
| FMCC | FREDDIE MAC COM | $2,000 | 0.0% | 609 | 0.0% | 0.00% | 0.0% | |
| TMUS | Buy | T-MOBILE US INC COM | $2,000 | – | 26 | +550.0% | 0.00% | – |
| TSM | TAIWAN SEMICONDUCTOR ADR | $2,000 | +100.0% | 50 | 0.0% | 0.00% | 0.0% | |
| EDIG | E DIGITAL CORP COM | $0 | – | 1,000 | 0.0% | 0.00% | – | |
| RMR | RMR GROUP INC COM | $0 | – | 3 | 0.0% | 0.00% | – | |
| CLRN | CLARENT CORP COM | $0 | – | 100 | 0.0% | 0.00% | – | |
| CIEN | New | CIENA CORP COM | $0 | – | 2 | +100.0% | 0.00% | – |
| AAIR | AVANTAIR INC COM | $0 | – | 300 | 0.0% | 0.00% | – | |
| ETFC | New | ETRADE FINANCIAL CORP NEW COM | $0 | – | 1 | +100.0% | 0.00% | – |
| PJT | PJT PARTNERS INC COM CL A | $0 | – | 2 | 0.0% | 0.00% | – | |
| BCOR | New | BLUCORA INC COM | $0 | – | 2 | +100.0% | 0.00% | – |
| BBEPQ | BREITBURN ENERGY PARTNERS LP COM | $0 | – | 239 | 0.0% | 0.00% | – | |
| AMPH | AMPHASTAR PHARMACEUTICALS INC COM | $0 | – | 27 | 0.0% | 0.00% | – | |
| LRCX | Exit | LAM RESEARCH CORP COM | $0 | – | -2 | -100.0% | 0.00% | – |
| LOW | New | LOWES COS INC COM | $0 | – | 6 | +100.0% | 0.00% | – |
| VREX | New | VAREX IMAGING CORP COM | $0 | – | 12 | +100.0% | 0.00% | – |
| LDKYQ | LDK SOLAR CO LTD COMspon adr | $0 | – | 400 | 0.0% | 0.00% | – | |
| HCA | Exit | HCA HOLDINGS INC COM | $0 | – | -2 | -100.0% | 0.00% | – |
| CGAU | CENTERRA GOLD INC COM | $0 | – | 19 | 0.0% | 0.00% | – | |
| WLTGQ | WALTER ENERGY INC COM | $0 | – | 11 | 0.0% | 0.00% | – | |
| SPWR | New | SUNPOWER CORPORATIONS COM | $0 | – | 45 | +100.0% | 0.00% | – |
| GASFRAC ENERGY SERVICES COM | $0 | – | 1,000 | 0.0% | 0.00% | – | ||
| AUMN | GOLDEN MINERALS CO COM | $0 | – | 20 | 0.0% | 0.00% | – | |
| SONC | SONIC CORP COM | $0 | – | 10 | 0.0% | 0.00% | – | |
| AA | ALCOA CORPORATION COM | $0 | – | 11 | 0.0% | 0.00% | – | |
| ADNT | Exit | ADIENT PLC ORD | $0 | – | -6 | -100.0% | 0.00% | – |
| ABBV | Sell | ABBVIE INC COM | $0 | -100.0% | 7 | -100.0% | 0.00% | -100.0% |
| SWKS | Exit | SKYWORKS SOLUTIONS INC COM | $0 | – | -1 | -100.0% | 0.00% | – |
| TCS | CONTAINER STORE GROUP INC COM | $0 | – | 15 | 0.0% | 0.00% | – | |
| VC | VISTEON CORP COM | $0 | – | 2 | 0.0% | 0.00% | – | |
| CLNT | Sell | CLEANTECH SOLUTIONS INTL INC COM | $0 | – | 3 | -75.0% | 0.00% | – |
| INVN | Exit | INVENSENSE INC COM | $0 | – | -100 | -100.0% | -0.00% | – |
| SWHC | Exit | SMITH & WESSON HOLDING CORP N/C 1/3/17 02874P103 | $0 | – | -61 | -100.0% | -0.00% | – |
| NOG | Exit | NORTHERN OIL AND GAS INC COM | $0 | – | -425 | -100.0% | -0.00% | – |
| SDS | Exit | PROSHARES TRUST ULTRASHORT S&P 500etf | $0 | – | -61 | -100.0% | -0.00% | – |
| XLV | Exit | SELECT SECTOR SPDR TRUST HEALTH CARE SELECT INDEXetf | $0 | – | -12 | -100.0% | -0.00% | – |
| CDR | Exit | CEDAR REALTY TRUST INC COM | $0 | – | -260 | -100.0% | -0.00% | – |
| RYT | Exit | GUGGENHEIM S&P 500 EQ WGT TECHNOLOGY ETFtech etf | $0 | – | -14 | -100.0% | -0.00% | – |
| ISRG | Exit | INTUITIVE SURGICAL INC COM | $0 | – | -5 | -100.0% | -0.00% | – |
| TSL | Exit | TRINA SOLAR LTD ADR | $0 | – | -300 | -100.0% | -0.00% | – |
| MAT | Exit | MATTEL INC COM | $0 | – | -115 | -100.0% | -0.00% | – |
| CSAL | Exit | COMMUNICATIONS SALES&LEAS INC COM | $0 | – | -129 | -100.0% | -0.00% | – |
| ZTS | Exit | ZOETIS INC COM | $0 | – | -92 | -100.0% | -0.00% | – |
| DCO | Exit | DUCOMMUN INC DEL COM | $0 | – | -160 | -100.0% | -0.00% | – |
| ILMN | Exit | ILLUMINA INC COM | $0 | – | -50 | -100.0% | -0.00% | – |
| BIIB | Exit | BIOGEN INC COM | $0 | – | -30 | -100.0% | -0.01% | – |
| PGX | Exit | POWERSHARES PFD PORTetf | $0 | – | -673 | -100.0% | -0.01% | – |
| HPE | Exit | HEWLETT PACKARD ENTERPRISE CO COM | $0 | – | -434 | -100.0% | -0.01% | – |
| SE | Exit | SPECTRA ENERGY CORP COM | $0 | – | -257 | -100.0% | -0.01% | – |
| MFS | Exit | MANITOWOC FOODSERVICE INC COM | $0 | – | -606 | -100.0% | -0.01% | – |
| STJ | Exit | ST JUDE MED INC COM | $0 | – | -631 | -100.0% | -0.04% | – |
| ZSL | Exit | ProShares UltraShort Silveretf | $0 | – | -3,568 | -100.0% | -0.10% | – |
| GLL | Exit | ProShares UltraShort Goldetf | $0 | – | -1,568 | -100.0% | -0.10% | – |
| KHC | Exit | KRAFT HEINZ CO COM | $0 | – | -1,822 | -100.0% | -0.11% | – |
| JETS | Exit | US Global Jets ETFetf | $0 | – | -10,260 | -100.0% | -0.20% | – |
| APA | Exit | Apache Corp | $0 | – | -4,689 | -100.0% | -0.20% | – |
| EUM | Exit | ProShares Short MSCI Emerging Marketsetf | $0 | – | -12,116 | -100.0% | -0.21% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-05-01
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 | 2024-01-18 |
| 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 |
| 13F-HR | 2021-11-10 |
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.