$166 Million is the total value of Winch Advisory Services, LLC's 323 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was 119.0% .
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-02-13
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.