$171 Million is the total value of Winch Advisory Services, LLC's 328 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 25.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMZN | Buy | AMAZON.COM INC COM | $9,486,000 | +27.1% | 6,554 | +2.7% | 5.56% | +23.8% |
| AAPL | Buy | APPLE INC COM | $8,974,000 | +1.7% | 53,489 | +2.6% | 5.26% | -0.9% |
| SPTM | Buy | SPDR SERIES TRUST PORTFOLIO TL STK ETFetf | $8,430,000 | +3613.7% | 256,844 | +3655.6% | 4.94% | +3530.9% |
| SPEM | Buy | SPDR PORTFOLIO EMG MK ETFetf | $8,073,000 | +3306.3% | 205,427 | +3200.6% | 4.73% | +3230.3% |
| EZU | Buy | ISHARES MSCI EURZONE ETFetf | $6,582,000 | +3019.4% | 151,828 | +3021.5% | 3.86% | +2936.2% |
| XLF | Buy | SELECT SECTOR SPDR TRUST SBI INT-FINL ETFetf | $5,635,000 | +2.7% | 204,398 | +4.0% | 3.30% | +0.1% |
| XLI | Buy | SELECT SECTOR SPDR TRUST SBI INT-INDS ETFetf | $5,176,000 | +2.0% | 69,674 | +3.9% | 3.03% | -0.7% |
| SPMD | New | SPDR SERIES TRUST PORTFOLIO MD ETFetf | $5,161,000 | – | 155,627 | +100.0% | 3.02% | – |
| ACWI | Buy | ISHARES MSCI ACWI ETFmsci acwi etf | $5,150,000 | +8779.3% | 71,831 | +8790.0% | 3.02% | +8520.0% |
| GOOG | Buy | ALPHABET INC COM CL C | $4,966,000 | +5.0% | 4,813 | +6.5% | 2.91% | +2.3% |
| IBB | Buy | ISHARES NASDAQ BIOTECH ETFbiotech etf | $4,718,000 | +2.9% | 44,205 | +3.0% | 2.76% | +0.3% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DEL COM CL Bcl b new | $4,612,000 | +9.9% | 23,119 | +9.1% | 2.70% | +7.1% |
| OIH | Buy | VANECK VECTORS OIL SVCS ETFetf | $4,354,000 | +10519.5% | 182,415 | +11379.9% | 2.55% | +10104.0% |
| SPYG | New | SPDR SERIES TRUST PRTFLO S&P500 GW ETFetf | $4,332,000 | – | 129,228 | +100.0% | 2.54% | – |
| FB | Buy | FACEBOOK INC COM CL A | $4,270,000 | -7.9% | 26,722 | +103.4% | 2.50% | -10.3% |
| SPYV | Buy | SPDR SERIES TRUST PRTFLO S&P500 VL ETFetf | $4,200,000 | +4142.4% | 142,867 | +4316.3% | 2.46% | +4000.0% |
| EEM | Buy | ISHARES MSCI EMG MKT ETFetf | $4,041,000 | +8.3% | 83,706 | +5.7% | 2.37% | +5.5% |
| JPM | Buy | JP MORGAN CHASE & CO COM | $3,953,000 | +13.4% | 35,946 | +10.3% | 2.32% | +10.5% |
| XLB | Buy | SELECT SECTOR SPDR TRUST SBI MATERIALS ETFetf | $3,878,000 | +2.9% | 68,105 | +9.4% | 2.27% | +0.3% |
| SPSM | New | SPDR SERIES TRUST PORTFOLIO SM ETFetf | $3,609,000 | – | 120,622 | +100.0% | 2.11% | – |
| NFLX | Buy | NETFLIX.COM INC COM | $3,088,000 | +58.0% | 10,457 | +2.7% | 1.81% | +54.0% |
| MSFT | Buy | MICROSOFT CORP COM | $2,906,000 | +29.1% | 31,844 | +21.0% | 1.70% | +25.8% |
| BP | Buy | BP PLC ADR SPONSORED | $2,541,000 | +2.7% | 62,667 | +6.4% | 1.49% | +0.1% |
| FXZ | New | FIRST TRUST ISE MATERIALS ALPH ETFetf | $2,199,000 | – | 52,136 | +100.0% | 1.29% | – |
| XME | New | SPDR SERIES TRUST S&P METALS MNG ETFetf | $2,145,000 | – | 63,000 | +100.0% | 1.26% | – |
| BABA | Buy | ALIBABA GROUP HLDG LTD ADRspon adr | $2,003,000 | +1826.0% | 10,914 | +1710.0% | 1.17% | +1761.9% |
| BAC | Buy | BANK OF AMERICA CORP COM | $1,922,000 | +31.6% | 64,079 | +29.5% | 1.13% | +28.2% |
| SYK | Buy | STRYKER CORP COM | $1,782,000 | +26.5% | 11,071 | +21.7% | 1.04% | +23.3% |
| JNJ | Buy | JOHNSON & JOHNSON COM | $1,775,000 | +7.9% | 13,847 | +17.6% | 1.04% | +5.2% |
| CSCO | Buy | CISCO SYSTEMS INC COM | $1,683,000 | +34.6% | 39,243 | +20.2% | 0.99% | +31.1% |
| XOM | Buy | EXXON MOBIL CORPORATION COM | $1,624,000 | -8.2% | 21,763 | +2.9% | 0.95% | -10.6% |
| VLO | Buy | VALERO ENERGY CORP COM | $1,600,000 | +8.0% | 17,251 | +11.0% | 0.94% | +5.2% |
| ROK | Buy | ROCKWELL AUTOMATION INC COM | $1,569,000 | +8.6% | 9,008 | +22.4% | 0.92% | +5.8% |
| CELG | Buy | CELGENE CORP COM | $1,505,000 | +6.8% | 16,867 | +24.9% | 0.88% | +4.1% |
| EOG | Buy | EOG RESOURCES INC COM | $1,458,000 | +18.0% | 13,849 | +20.9% | 0.85% | +14.9% |
| CVX | Buy | CHEVRON CORP COM | $1,345,000 | -5.7% | 11,795 | +3.5% | 0.79% | -8.2% |
| V | Buy | VISA INC COM CL A | $1,245,000 | +41.5% | 10,408 | +34.9% | 0.73% | +37.8% |
| XOP | Buy | SPDR SERIES TRUST S&P OILGAS EXP ETFetf | $1,171,000 | +58450.0% | 33,261 | +49543.3% | 0.69% | +68500.0% |
| SPIB | New | SPDR SERIES TRUST PORTFOLIO INTRMD ETFetf | $1,031,000 | – | 30,748 | +100.0% | 0.60% | – |
| FCG | New | FIRST TRUST NAT GAS ETFetf | $878,000 | – | 42,828 | +100.0% | 0.51% | – |
| GS | Buy | GOLDMAN SACHS GROUP INC COM | $774,000 | +26.3% | 3,073 | +27.7% | 0.45% | +22.8% |
| SLB | Buy | SCHLUMBERGER LTD COM | $700,000 | +221.1% | 10,804 | +234.7% | 0.41% | +213.0% |
| NOC | Buy | NORTHROP GRUMMAN CORP COM | $603,000 | +39.9% | 1,727 | +22.8% | 0.35% | +36.3% |
| HAL | Buy | HALLIBURTON CO COM | $576,000 | +145.1% | 12,275 | +155.1% | 0.34% | +139.0% |
| HON | Buy | HONEYWELL INTERNATIONAL INC COM | $531,000 | +46.7% | 3,673 | +55.8% | 0.31% | +42.7% |
| DOV | Buy | DOVER CORP COM | $502,000 | +54.9% | 5,115 | +59.7% | 0.29% | +50.8% |
| COP | Buy | CONOCOPHILLIPS CORP COM | $487,000 | +60.2% | 8,217 | +48.3% | 0.28% | +55.7% |
| ROP | Buy | ROPER TECHNOLOGIES INC COM | $454,000 | +38.8% | 1,619 | +28.4% | 0.27% | +35.0% |
| SPIP | Buy | SPDR SERIES TRUST BLOMBRG BRC TIPS ETFtip etf | $346,000 | +112.3% | 6,198 | +114.3% | 0.20% | +107.1% |
| LYB | Buy | LYONDELLBASELL INDUSTRIES COM | $307,000 | +458.2% | 2,903 | +482.9% | 0.18% | +445.5% |
| WLK | New | WESTLAKE CHEMICAL CORP COM | $287,000 | – | 2,580 | +100.0% | 0.17% | – |
| X | Buy | UNITED STATES STEEL CORP COM | $283,000 | +757.6% | 8,048 | +762.6% | 0.17% | +730.0% |
| DWDP | Buy | DOWDUPONT INC COM | $275,000 | +587.5% | 4,312 | +665.9% | 0.16% | +570.8% |
| MLM | Buy | MARTIN MARIETTA MATLS INC COM | $266,000 | +4333.3% | 1,283 | +4651.9% | 0.16% | +3800.0% |
| NVDA | Buy | NVIDIA CORP COM | $261,000 | +41.8% | 1,129 | +19.0% | 0.15% | +37.8% |
| FCX | New | FREEPORT-MCMORAN INC COM CL B | $256,000 | – | 14,596 | +100.0% | 0.15% | – |
| MOS | New | THE MOSAIC CO COM | $256,000 | – | 10,562 | +100.0% | 0.15% | – |
| PKG | New | PACKAGING CORP OF AMERICA COM | $252,000 | – | 2,232 | +100.0% | 0.15% | – |
| MCD | Buy | MCDONALDS CORP COM | $245,000 | -7.9% | 1,565 | +1.2% | 0.14% | -10.0% |
| HUN | New | HUNTSMAN CORP COM | $238,000 | – | 8,139 | +100.0% | 0.14% | – |
| CLF | New | CLEVELAND CLIFFS INC COM | $237,000 | – | 34,068 | +100.0% | 0.14% | – |
| PG | Buy | PROCTER GAMBLE CO COM | $206,000 | -13.1% | 2,603 | +0.9% | 0.12% | -14.8% |
| CE | New | CELANESE CORP COM | $194,000 | – | 1,936 | +100.0% | 0.11% | – |
| KMB | Buy | KIMBERLY CLARK CORP COM | $155,000 | -8.3% | 1,411 | +0.6% | 0.09% | -10.8% |
| WFC | Buy | WELLS FARGO & CO COM | $138,000 | -13.2% | 2,634 | +0.7% | 0.08% | -15.6% |
| CAT | Buy | CATERPILLAR INC COM | $121,000 | +2.5% | 824 | +9.9% | 0.07% | 0.0% |
| MDY | Buy | SPDR S&P MIDCAP UTSER1 S&PDCRP ETFetf | $116,000 | -0.9% | 340 | +0.3% | 0.07% | -2.9% |
| MS | Buy | MORGAN STANLEY COM | $98,000 | +3.2% | 1,820 | +0.1% | 0.06% | 0.0% |
| IVV | Buy | ISHARES CORE S&P500 ETFs&p 500 etf | $85,000 | -1.2% | 321 | +0.6% | 0.05% | -3.8% |
| BA | Buy | BOEING CO COM | $77,000 | +13.2% | 236 | +2.2% | 0.04% | +9.8% |
| C | Buy | CITIGROUP INC COM | $67,000 | -9.5% | 998 | +0.1% | 0.04% | -11.4% |
| FMC | Buy | F M C CORP COM | $66,000 | +340.0% | 866 | +441.2% | 0.04% | +333.3% |
| QQQ | Buy | POWERSHARES QQQ TRUST UNIT SER 1 ETFetf | $67,000 | +11.7% | 420 | +9.1% | 0.04% | +8.3% |
| FAX | Buy | ABERDEEN ASIA-PAC PRIME INC COM | $61,000 | 0.0% | 12,943 | +2.9% | 0.04% | -2.7% |
| WM | Buy | WASTE MANAGEMENT INC COM | $55,000 | -1.8% | 651 | +0.6% | 0.03% | -5.9% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC COM | $53,000 | -8.6% | 808 | +0.6% | 0.03% | -11.4% |
| ASH | Buy | ASHLAND GLOBAL HOLDINGS INC COM | $50,000 | 0.0% | 711 | +0.3% | 0.03% | -3.3% |
| RTN | Buy | RAYTHEON CO COM | $50,000 | +16.3% | 232 | +0.4% | 0.03% | +11.5% |
| BND | New | VANGUARD TOTAL BND MRKT ETFetf | $49,000 | – | 616 | +100.0% | 0.03% | – |
| F | Buy | FORD MOTOR COM | $48,000 | +54.8% | 4,326 | +74.9% | 0.03% | +47.4% |
| OSK | Buy | OSHKOSH CORPORATION COM | $48,000 | +65.5% | 619 | +91.0% | 0.03% | +64.7% |
| ITW | Buy | ILLINOIS TOOL WORKS INC COM | $48,000 | +33.3% | 306 | +43.7% | 0.03% | +27.3% |
| PEP | Buy | PEPSICO INC COM | $45,000 | -8.2% | 412 | +0.7% | 0.03% | -10.3% |
| XAR | Buy | SPDR SERIES TRUST AEROSPACE DEF ETFetf | $45,000 | +9.8% | 516 | +5.7% | 0.03% | +4.0% |
| VVV | Buy | VALVOLINE INC COM | $43,000 | -12.2% | 1,947 | +0.3% | 0.02% | -13.8% |
| TGT | Buy | TARGET CORP COM | $42,000 | +7.7% | 607 | +0.8% | 0.02% | +8.7% |
| DIA | Buy | SPDR DOW JONES INDUSTRIAL AVE UT SER 1 ETFetf | $39,000 | -2.5% | 163 | +0.6% | 0.02% | -4.2% |
| DIS | Buy | WALT DISNEY CO COM | $38,000 | -5.0% | 374 | +0.5% | 0.02% | -8.3% |
| AFL | Buy | AFLAC INC COM | $34,000 | +78.9% | 780 | +257.8% | 0.02% | +81.8% |
| INTC | Buy | INTEL CORP COM | $34,000 | +13.3% | 651 | +0.5% | 0.02% | +11.1% |
| NAD | Buy | NUVEEN COMmuni etf | $34,000 | -5.6% | 2,570 | +1.3% | 0.02% | -9.1% |
| SNDR | Buy | SCHNEIDER NATIONAL INC COM CL B | $32,000 | -8.6% | 1,240 | +0.2% | 0.02% | -9.5% |
| RES | New | RPC INC COM | $31,000 | – | 1,708 | +100.0% | 0.02% | – |
| DJP | New | BARCLAYS BANK PLC IPATH ETN 12/06/36 DJ- UBSetf | $25,000 | – | 1,040 | +100.0% | 0.02% | – |
| TEX | Buy | TEREX CORP NEW COM | $22,000 | -21.4% | 577 | +0.2% | 0.01% | -23.5% |
| VOD | Buy | VODAFONE GROUP PLC ADR SPONSOREDspon adr | $23,000 | -14.8% | 841 | +1.2% | 0.01% | -18.8% |
| WMT | Buy | WALMART INC COM | $21,000 | +200.0% | 235 | +226.4% | 0.01% | +200.0% |
| MPC | Buy | MARATHON PETE CORP COM | $21,000 | +16.7% | 281 | +0.7% | 0.01% | +9.1% |
| HPQ | Buy | HP INC COM | $20,000 | +5.3% | 897 | +0.6% | 0.01% | +9.1% |
| NLY | Buy | ANNALY CAPITAL MANAGEMENT INC COM | $20,000 | -13.0% | 1,918 | +0.7% | 0.01% | -14.3% |
| VNQ | New | VANGUARD REAL ESTATE ETFetf | $18,000 | – | 244 | +100.0% | 0.01% | – |
| HTLF | Buy | HEARTLAND FINANCIAL USA INC COM | $19,000 | -5.0% | 366 | +0.3% | 0.01% | -8.3% |
| MDT | Buy | MEDTRONIC PLC COM | $18,000 | 0.0% | 219 | +0.5% | 0.01% | 0.0% |
| GAL | New | SSGA ACTIVE ETF TRUST GLOBL ALLO ETFetf | $17,000 | – | 435 | +100.0% | 0.01% | – |
| ASB | Buy | ASSOCIATED BANC CORP COM | $15,000 | 0.0% | 589 | +0.7% | 0.01% | 0.0% |
| WELL | Buy | WELLTOWER INC COM | $15,000 | -16.7% | 283 | +1.8% | 0.01% | -18.2% |
| MSI | Buy | MOTOROLA INC COM | $14,000 | +16.7% | 130 | +0.8% | 0.01% | +14.3% |
| VFC | Buy | V F CORP COM | $13,000 | 0.0% | 175 | +1.2% | 0.01% | 0.0% |
| SYY | Buy | SYSCO CORP COM | $13,000 | 0.0% | 220 | +0.5% | 0.01% | 0.0% |
| XLU | Buy | SELECT SECTOR SPDR TRUST SBI INT-UTILS ETFetf | $12,000 | -7.7% | 241 | +0.8% | 0.01% | -12.5% |
| HMC | Buy | HONDA MOTOR LTD ADR SPONSORED | $12,000 | 0.0% | 353 | +0.6% | 0.01% | 0.0% |
| PRU | Buy | PRUDENTIAL FINANCIAL INC COM | $12,000 | -14.3% | 120 | +0.8% | 0.01% | -12.5% |
| IRM | Buy | IRON MOUNTAIN INC COM | $10,000 | -9.1% | 303 | +1.7% | 0.01% | -14.3% |
| MET | Buy | METLIFE INC COM | $10,000 | -9.1% | 221 | +0.9% | 0.01% | -14.3% |
| COMT | New | ISHARES COMMOD SEL STG ETFetf | $10,000 | – | 276 | +100.0% | 0.01% | – |
| HOG | Buy | HARLEY DAVIDSON INC COM | $11,000 | -15.4% | 253 | +1.6% | 0.01% | -25.0% |
| BX | Buy | THE BLACKSTONE GROUP LP COM UNIT LTD | $8,000 | +100.0% | 255 | +125.7% | 0.01% | +150.0% |
| UA | Buy | UNDER ARMOUR INC COM CL C | $8,000 | +33.3% | 540 | +22.7% | 0.01% | +25.0% |
| BACPRICL | Buy | BANK OF AMERICA CORP PFDpreferred stock | $9,000 | 0.0% | 343 | +1.5% | 0.01% | 0.0% |
| ROBO | Buy | EXCHANGE TRADED CONCEPTS TRUST ROBO GLB ETFetf | $8,000 | +700.0% | 196 | +600.0% | 0.01% | +400.0% |
| MTW | Buy | MANITOWOC INC COM | $9,000 | +50.0% | 332 | +118.4% | 0.01% | +25.0% |
| LUV | Buy | SOUTHWEST AIRLINES CO COM | $8,000 | -20.0% | 147 | +0.7% | 0.01% | -16.7% |
| VTR | Buy | VENTAS INC COM | $7,000 | -22.2% | 148 | +1.4% | 0.00% | -20.0% |
| TCEHY | New | TENCENT HOLDINGS LTD ADR UNSPONSOREDadr | $6,000 | – | 116 | +100.0% | 0.00% | – |
| DNP | Buy | DNP SELECT INCOME FUND INC COM | $6,000 | -14.3% | 625 | +2.0% | 0.00% | 0.0% |
| GILD | Buy | GILEAD SCIENCES INC COM | $6,000 | +20.0% | 81 | +11.0% | 0.00% | +33.3% |
| HBAN | Buy | HUNTINGTON BANCSHARES INC COM | $5,000 | +25.0% | 301 | +0.7% | 0.00% | +50.0% |
| JCI | Buy | JOHNSON CONTROLS INTL PLC COM | $5,000 | +150.0% | 131 | +101.5% | 0.00% | +200.0% |
| BIDU | New | BAIDU INC ADR | $5,000 | – | 22 | +100.0% | 0.00% | – |
| CNP | Buy | CENTERPOINT ENERGY INC COM | $5,000 | 0.0% | 191 | +1.1% | 0.00% | 0.0% |
| FDX | New | FEDEX CORPORATION COM | $5,000 | – | 20 | +100.0% | 0.00% | – |
| HBI | Buy | HANESBRAND INC COM | $5,000 | 0.0% | 254 | +0.8% | 0.00% | 0.0% |
| TSM | Buy | TAIWAN SEMICONDUCTOR ADR SPONSORED | $5,000 | +150.0% | 125 | +145.1% | 0.00% | +200.0% |
| MVO | Buy | MV OIL TRUST COM | $3,000 | 0.0% | 387 | +2.7% | 0.00% | 0.0% |
| MRO | Buy | MARATHON OIL CORP COM | $4,000 | -20.0% | 275 | +0.4% | 0.00% | -33.3% |
| FE | Buy | FIRSTENERGY CORP COM | $4,000 | +33.3% | 115 | +22.3% | 0.00% | 0.0% |
| SPDW | New | SPDR PORTFOLIO DEVLPD ETFetf | $3,000 | – | 105 | +100.0% | 0.00% | – |
| BMS | Buy | BEMIS INC COM | $3,000 | 0.0% | 63 | +1.6% | 0.00% | 0.0% |
| LNT | Buy | ALLIANT ENERGY CORP COM | $3,000 | 0.0% | 72 | +1.4% | 0.00% | 0.0% |
| KMI | Buy | KINDER MORGAN INC COM | $2,000 | 0.0% | 107 | +0.9% | 0.00% | 0.0% |
| CBOE | New | CBOE GLOBAL MARKETS INC COM | $1,000 | – | 12 | +100.0% | 0.00% | – |
| WU | Buy | WESTERN UNION COM | $1,000 | 0.0% | 62 | +1.6% | 0.00% | 0.0% |
| M | Buy | MACY'S INC COM | $2,000 | +100.0% | 53 | +1.9% | 0.00% | 0.0% |
| GOLF | New | ACUSHNET HOLDINGS CORP COM | $2,000 | – | 100 | +100.0% | 0.00% | – |
| LUMN | Buy | CENTURYLINK INC COM | $1,000 | 0.0% | 80 | +2.6% | 0.00% | 0.0% |
| QCOM | Buy | QUALCOMM INC COM | $2,000 | +100.0% | 30 | +200.0% | 0.00% | 0.0% |
| FTXN | New | FIRST TR EXCHANGE TRADED FD VI NASDQ OIL GAS ETFetf | $1,000 | – | 60 | +100.0% | 0.00% | – |
| VER | Buy | VEREIT INC COM | $2,000 | 0.0% | 216 | +1.9% | 0.00% | 0.0% |
| L100PS | Buy | ARCONIC INC COM | $1,000 | 0.0% | 35 | +2.9% | 0.00% | 0.0% |
| UAA | New | UNDER ARMOUR INC COM CL A | $2,000 | – | 100 | +100.0% | 0.00% | – |
| LNVGY | New | LENOVO GROUP LTD ADR SPONSOREDadr | $0 | – | 40 | +100.0% | 0.00% | – |
| XXII | New | 22ND CENTURY GROUP INC COM | $0 | – | 200 | +100.0% | 0.00% | – |
| SEII | New | SHARING ECONOMY INTL INC COM | $0 | – | 3 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-05-11
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.