$181 Million is the total value of Winch Advisory Services, LLC's 394 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 29.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPTM | Buy | SPDR SERIES TRUST PORTFOLIO TL STK ETFetf | $13,871,000 | +83.0% | 394,290 | +60.8% | 7.67% | +81.9% |
| AMZN | Buy | AMAZON COM INC COM | $13,320,000 | +19.3% | 7,480 | +0.7% | 7.36% | +18.6% |
| AAPL | Buy | APPLE INC COM | $11,280,000 | +22.2% | 59,382 | +1.5% | 6.24% | +21.4% |
| SPMD | New | SPDR SERIES TRUST PORTFOLIO MD ETFetf | $9,560,000 | – | 286,839 | +100.0% | 5.29% | – |
| SPYV | Buy | SPDR SERIES TRUST PRTFLO S&P500 VL ETFetf | $9,484,000 | +22.5% | 313,220 | +9.9% | 5.24% | +21.8% |
| SPEM | Buy | SPDR INDEX SHARES FUNDS PORTFOLIO EMG MK ETFetf | $8,719,000 | +106.6% | 243,810 | +86.9% | 4.82% | +105.3% |
| GOOG | Buy | ALPHABET INC COM CL C | $6,546,000 | +14.3% | 5,579 | +0.9% | 3.62% | +13.6% |
| MSFT | Buy | MICROSOFT CORP COM | $6,338,000 | +27.0% | 53,736 | +9.4% | 3.50% | +26.2% |
| ACWI | Buy | ISHARES TRUST MSCI ACWI ETFmsci acwi etf | $4,590,000 | +45800.0% | 63,611 | +40676.3% | 2.54% | +42200.0% |
| NFLX | Buy | NETFLIX INC COM | $4,501,000 | +47.1% | 12,622 | +10.5% | 2.49% | +46.2% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC COM CL Bcl b new | $4,234,000 | -22.1% | 21,075 | -20.8% | 2.34% | -22.5% |
| FXZ | Buy | FIRST TRUST EXCH TRADED FUND 2 MATERIALS ALPH ETFetf | $3,914,000 | +21644.4% | 103,035 | +19304.0% | 2.16% | +21540.0% |
| IEO | Sell | ISHARES TRUST US OIL GS EX ETFetf | $3,884,000 | +12.0% | 66,767 | -0.6% | 2.15% | +11.3% |
| FXH | Sell | FIRST TRUST EXCH TRADED FUND 2 HLTH CARE ALPH ETFetf | $3,781,000 | +5.7% | 49,479 | -4.7% | 2.09% | +5.0% |
| BP | Buy | BP PLC ADR SPONSORED | $3,617,000 | +18.3% | 82,741 | +2.6% | 2.00% | +17.6% |
| CRM | Buy | SALESFORCE.COM INC COM | $3,586,000 | +20.2% | 22,643 | +3.9% | 1.98% | +19.5% |
| SYK | Buy | STRYKER CORP COM | $3,298,000 | +37.4% | 16,697 | +9.1% | 1.82% | +36.6% |
| XOP | Buy | SPDR SERIES TRUST S&P OILGAS EXP ETFetf | $3,194,000 | +31.3% | 103,894 | +13.3% | 1.77% | +30.5% |
| VLO | Buy | VALERO ENERGY CORP COM | $3,182,000 | +65.7% | 37,509 | +46.5% | 1.76% | +64.7% |
| EEM | Buy | ISHARES TRUST MSCI EMG MKT ETFetf | $3,159,000 | +10.9% | 73,609 | +0.9% | 1.75% | +10.2% |
| BABA | Buy | ALIBABA GROUP HOLDING LTD ADRspon adr | $3,147,000 | +46.8% | 17,248 | +10.2% | 1.74% | +45.9% |
| FXR | New | FIRST TRUST EXCH TRADED FUND 2 INDLS PROD DUR ETFetf | $2,983,000 | – | 74,753 | +100.0% | 1.65% | – |
| CSCO | Buy | CISCO SYSTEMS INC COM | $2,791,000 | +34.4% | 51,689 | +7.9% | 1.54% | +33.6% |
| FXN | New | FIRST TRUST EXCH TRADED FUND 2 ENERGY ALPHADX ETFetf | $2,671,000 | – | 206,551 | +100.0% | 1.48% | – |
| BIDU | Buy | BAIDU INC ADR | $2,648,000 | +20269.2% | 16,064 | +19023.8% | 1.46% | +20814.3% |
| EOG | Buy | EOG RESOURCES INC COM | $2,515,000 | +34.1% | 26,426 | +22.9% | 1.39% | +33.3% |
| V | Buy | VISA INC COM CL A | $2,340,000 | +28.9% | 14,983 | +8.8% | 1.29% | +28.1% |
| ADBE | New | ADOBE INC COM | $2,189,000 | – | 8,213 | +100.0% | 1.21% | – |
| PYPL | Buy | PAYPAL HOLDINGS INC COM | $2,128,000 | +1688.2% | 20,497 | +1347.5% | 1.18% | +1683.3% |
| XOM | Buy | EXXON MOBIL CORPORATION COM | $2,037,000 | +21.4% | 25,216 | +2.5% | 1.13% | +20.7% |
| CVX | Buy | CHEVRON CORPORATION COM | $1,888,000 | +16.9% | 15,325 | +3.3% | 1.04% | +16.3% |
| NVDA | Buy | NVIDIA CORP COM | $1,574,000 | +44.3% | 8,763 | +7.2% | 0.87% | +43.3% |
| COP | Buy | CONOCOPHILLIPS COM | $1,572,000 | +26.9% | 23,549 | +18.5% | 0.87% | +26.1% |
| SPY | Sell | SPDR S&P500 ETF TRUST TR UNIT ETFtr unit | $1,264,000 | +11.5% | 4,475 | -1.4% | 0.70% | +10.8% |
| FANG | New | DIAMONDBACK ENERGY INC COM | $1,214,000 | – | 11,959 | +100.0% | 0.67% | – |
| SPIB | Buy | SPDR SERIES TRUST PORTFOLIO INTRMD ETFetf | $1,187,000 | +9.4% | 34,745 | +5.8% | 0.66% | +8.6% |
| FCX | Buy | FREEPORT-MCMORAN INC COM CL B | $1,162,000 | +518.1% | 90,122 | +393.7% | 0.64% | +511.4% |
| FB | Sell | FACEBOOK INC COM CL A | $928,000 | +12.9% | 5,570 | -11.2% | 0.51% | +12.3% |
| MMM | Sell | 3M COMPANY COM | $851,000 | +8.0% | 4,096 | -1.0% | 0.47% | +7.5% |
| GLD | Sell | SPDR GOLD TRUST GOLD SHS ETFgold etf | $789,000 | -0.4% | 6,464 | -1.1% | 0.44% | -1.1% |
| ROP | Buy | ROPER TECHNOLOGIES INC COM | $734,000 | +32.7% | 2,146 | +3.3% | 0.41% | +31.8% |
| JNJ | Buy | JOHNSON & JOHNSON COM | $705,000 | +19.1% | 5,045 | +9.9% | 0.39% | +18.5% |
| SLB | Buy | SCHLUMBERGER LIMITED COM | $620,000 | +22.8% | 14,220 | +1.7% | 0.34% | +22.1% |
| NOC | Sell | NORTHROP GRUMMAN CORP COM | $611,000 | +10.1% | 2,265 | -0.1% | 0.34% | +9.4% |
| FCG | Sell | FIRST TR EXCHANGE NAT GAS ETFetf | $591,000 | +12.6% | 34,202 | -4.2% | 0.33% | +12.0% |
| APY | Buy | APERGY CORPORATION COM | $581,000 | +60.1% | 14,160 | +5.7% | 0.32% | +58.9% |
| SPIP | SPDR SERIES TRUST BLOMBRG BRC TIPS ETFtip etf | $542,000 | +3.4% | 9,727 | 0.0% | 0.30% | +2.7% | |
| WEC | Buy | WEC ENERGY GROUP INC COM | $524,000 | +14.9% | 6,625 | +0.6% | 0.29% | +14.2% |
| HAL | Buy | HALLIBURTON CO COM | $478,000 | +13.3% | 16,327 | +2.8% | 0.26% | +12.3% |
| VTI | Buy | VANGUARD TOTAL STK MKT ETFetf | $458,000 | +18.3% | 3,162 | +4.2% | 0.25% | +17.7% |
| DK | Buy | DELEK US HOLDINGS INC COM | $458,000 | +22.1% | 12,571 | +8.9% | 0.25% | +21.1% |
| MOS | Buy | MOSAIC CO COM | $407,000 | +2.3% | 14,910 | +9.5% | 0.22% | +1.8% |
| VZ | Buy | VERIZON COMMUNICATIONS COM | $383,000 | +19.7% | 6,474 | +13.8% | 0.21% | +19.1% |
| NUE | New | NUCOR CORP COM | $374,000 | – | 6,414 | +100.0% | 0.21% | – |
| MLM | Sell | MARTIN MARIETTA MATERIALS INC COM | $363,000 | +16.0% | 1,802 | -1.1% | 0.20% | +15.5% |
| CE | Sell | CELANESE CORP COM | $354,000 | +8.6% | 3,590 | -1.0% | 0.20% | +8.3% |
| JPM | Buy | JPMORGAN CHASE & CO. COM | $335,000 | +39.0% | 3,306 | +34.2% | 0.18% | +38.1% |
| PG | Buy | PROCTER & GAMBLE CO COM | $333,000 | +25.2% | 3,198 | +10.4% | 0.18% | +24.3% |
| LYB | Sell | LYONDELLBASELL INDUSTRIES N V COM | $325,000 | +0.3% | 3,871 | -0.6% | 0.18% | 0.0% |
| MCD | Buy | MCDONALD'S CORPORATION COM | $322,000 | +8.4% | 1,696 | +1.6% | 0.18% | +7.9% |
| OLN | New | OLIN CORP COM | $321,000 | – | 13,852 | +100.0% | 0.18% | – |
| DWDP | Sell | DOWDUPONT INC COM | $321,000 | -0.9% | 6,014 | -0.7% | 0.18% | -1.7% |
| GOOGL | Sell | ALPHABET INC COM CL A | $319,000 | +3.2% | 271 | -8.4% | 0.18% | +2.3% |
| VOT | VANGUARD MCAP GR IDXVIP ETFetf | $291,000 | +19.3% | 2,036 | 0.0% | 0.16% | +18.4% | |
| IBB | Buy | ISHARES TRUST NASDAQ BIOTECH ETFbiotech etf | $277,000 | +29.4% | 2,481 | +11.6% | 0.15% | +28.6% |
| ULST | New | SSGA ACTIVE ETF TR ULT SHT TRM BD ETFetf | $263,000 | – | 6,519 | +100.0% | 0.14% | – |
| TSLA | Buy | TESLA INC COM | $263,000 | +338.3% | 939 | +424.6% | 0.14% | +339.4% |
| WBT | Sell | WELBILT INC COM | $252,000 | +38.5% | 15,372 | -6.1% | 0.14% | +37.6% |
| T | Buy | AT&T INC COM | $247,000 | +22.9% | 7,882 | +11.9% | 0.14% | +22.3% |
| MO | Sell | ALTRIA GROUP INC COM | $238,000 | -41.4% | 4,149 | -49.5% | 0.13% | -41.6% |
| HUN | Sell | HUNTSMAN CORP COM | $223,000 | +15.5% | 9,917 | -0.9% | 0.12% | +15.0% |
| WLK | Sell | WESTLAKE CHEMICAL CORPORATION COM | $205,000 | +1.0% | 3,027 | -1.4% | 0.11% | 0.0% |
| DIS | Buy | WALT DISNEY COMPANY (THE) COM | $178,000 | +173.8% | 1,605 | +171.6% | 0.10% | +172.2% |
| XLE | Buy | SELECT SECTOR SPDR TRUST ENERGY ETFetf | $172,000 | +35.4% | 2,609 | +18.1% | 0.10% | +33.8% |
| FIS | FIDELITY NATIONAL INFORMATION COM | $170,000 | +10.4% | 1,500 | 0.0% | 0.09% | +9.3% | |
| KMB | Buy | KIMBERLY CLARK CORP COM | $142,000 | +9.2% | 1,146 | +0.7% | 0.08% | +9.7% |
| USFR | Sell | WISDOMTREE TRUST FLOATNG RAT TREA ETFetf | $136,000 | -90.7% | 5,406 | -90.7% | 0.08% | -90.7% |
| WFC | Buy | WELLS FARGO & COMPANY COM | $132,000 | +5.6% | 2,736 | +0.9% | 0.07% | +4.3% |
| IWM | Sell | ISHARES RUSSELL 2000 ETFetf | $123,000 | +12.8% | 802 | -1.6% | 0.07% | +11.5% |
| BMS | Buy | BEMIS CO INC COM | $118,000 | +21.6% | 2,120 | +0.6% | 0.06% | +20.4% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP ETFetf | $114,000 | +9.6% | 331 | -4.1% | 0.06% | +8.6% |
| BA | Buy | BOEING CO COM | $109,000 | +28.2% | 286 | +7.9% | 0.06% | +27.7% |
| VHT | Sell | VANGUARD HEALTH CAR ETFetf | $105,000 | +6.1% | 609 | -1.1% | 0.06% | +5.5% |
| CAT | Sell | CATERPILLAR INC COM | $96,000 | +1.1% | 712 | -5.2% | 0.05% | 0.0% |
| CELG | Buy | CELGENE CORP COM | $96,000 | +123.3% | 1,018 | +50.6% | 0.05% | +120.8% |
| CVE | Sell | CENOVUS ENERGY INC COM | $92,000 | -6.1% | 10,558 | -24.2% | 0.05% | -7.3% |
| IVV | ISHARES TRUST CORE S&P500 ETFs&p 500 etf | $92,000 | +13.6% | 324 | 0.0% | 0.05% | +13.3% | |
| VGK | Sell | VANGUARD FTSE EUROPE ETFetf | $89,000 | -10.1% | 1,664 | -18.7% | 0.05% | -10.9% |
| UNH | Buy | UNITEDHEALTH GROUP INC COM | $87,000 | +3.6% | 351 | +4.5% | 0.05% | +2.1% |
| KLAC | KLA-TENCOR CORP COM | $87,000 | +33.8% | 728 | 0.0% | 0.05% | +33.3% | |
| PFE | Buy | PFIZER INC COM | $81,000 | +125.0% | 1,901 | +132.1% | 0.04% | +125.0% |
| WM | Buy | WASTE MANAGEMENT INC COM | $81,000 | +17.4% | 776 | +0.5% | 0.04% | +18.4% |
| MDT | Buy | MEDTRONIC PLC COM | $78,000 | +160.0% | 859 | +158.0% | 0.04% | +152.9% |
| MA | Sell | MASTERCARD INCORPORATED COM CL A | $78,000 | +23.8% | 331 | -1.5% | 0.04% | +22.9% |
| WMT | Buy | WALMART INC COM | $74,000 | +131.2% | 759 | +120.6% | 0.04% | +127.8% |
| USO | Sell | United States Oil Fund LPetf | $73,000 | +28.1% | 5,828 | -1.2% | 0.04% | +25.0% |
| IYR | Sell | iShares U.S. Real Estate ETFetf | $72,000 | +14.3% | 831 | -1.7% | 0.04% | +14.3% |
| HON | Buy | HONEYWELL INTERNATIONAL INC COM | $71,000 | +343.8% | 449 | +271.1% | 0.04% | +333.3% |
| UTX | Buy | UNITED TECHNOLOGIES CORP COM | $71,000 | +610.0% | 551 | +486.2% | 0.04% | +550.0% |
| NKE | Buy | NIKE INC COM CL B | $69,000 | +23.2% | 818 | +9.2% | 0.04% | +22.6% |
| QQQ | Sell | INVESCO QQQ TRUST UNIT SER 1 ETFetf | $67,000 | +6.3% | 370 | -10.0% | 0.04% | +5.7% |
| SHAG | Buy | WISDOMTREE TRUST YIELD ENHANCED ETFetf | $61,000 | +27.1% | 1,227 | +25.5% | 0.03% | +25.9% |
| SPSB | Sell | SPDR SERIES TRUST PORTFOLIO SHORT ETFetf | $59,000 | -99.7% | 1,933 | -99.7% | 0.03% | -99.7% |
| FAX | Buy | ABERDEEN ASIA PACIFIC INCOME F COM | $60,000 | +13.2% | 14,172 | +2.5% | 0.03% | +13.8% |
| XEL | Sell | XCEL ENERGY INC COM | $57,000 | -18.6% | 1,012 | -28.4% | 0.03% | -17.9% |
| ASH | Buy | ASHLAND GLOBAL HOLDINGS INC COM | $56,000 | +9.8% | 721 | +0.4% | 0.03% | +10.7% |
| XLC | New | SELECT SECTOR SPDR TRUST COMMUNICATION ETFetf | $56,000 | – | 1,190 | +100.0% | 0.03% | – |
| XLF | Buy | SELECT SECTOR SPDR TRUST SBI INT-FINL ETFetf | $55,000 | +57.1% | 2,151 | +48.4% | 0.03% | +57.9% |
| FXG | Sell | FIRST TRUST EXCH TRADED FUND 2 CONSUMR STAPLE ETFetf | $53,000 | -98.7% | 1,157 | -98.8% | 0.03% | -98.7% |
| ATVI | Sell | Activision Blizzard, Inc. | $52,000 | -3.7% | 1,138 | -1.6% | 0.03% | -3.3% |
| PEP | Buy | PEPSICO INC COM | $52,000 | +10.6% | 425 | +1.0% | 0.03% | +11.5% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC COM | $52,000 | -7.1% | 828 | +0.7% | 0.03% | -6.5% |
| HEES | Sell | H&E EQUIPMENT SERVICES LLC COM | $51,000 | +6.2% | 2,021 | -13.4% | 0.03% | +3.7% |
| RTN | Buy | RAYTHEON CO COM | $48,000 | +20.0% | 264 | +0.4% | 0.03% | +22.7% |
| EMN | Sell | EASTMAN CHEMICAL CO COM | $47,000 | +2.2% | 618 | -1.4% | 0.03% | 0.0% |
| ITW | Buy | ILLINOIS TOOL WORKS INC COM | $45,000 | +15.4% | 311 | +0.6% | 0.02% | +13.6% |
| PKW | INVESCO EXCHANGE TRADED FD TR BUYBACK ACHIEV ETFetf | $46,000 | +15.0% | 766 | 0.0% | 0.02% | +13.6% | |
| BCML | BAYCOM CORP COM | $45,000 | -2.2% | 2,000 | 0.0% | 0.02% | -3.8% | |
| KO | Buy | COCA-COLA CO COM | $45,000 | +4.7% | 971 | +7.1% | 0.02% | +4.2% |
| XAR | SPDR SERIES TRUST AEROSPACE DEF ETFetf | $45,000 | +15.4% | 493 | 0.0% | 0.02% | +13.6% | |
| DIA | Buy | SPDR DOW JONES IND UT SER 1 ETFetf | $43,000 | +10.3% | 166 | +0.6% | 0.02% | +9.1% |
| OXY | Buy | OCCIDENTAL PETROLEUM CORP COM | $44,000 | +340.0% | 671 | +309.1% | 0.02% | +300.0% |
| LMT | Sell | LOCKHEED MARTIN CORP COM | $43,000 | 0.0% | 142 | -13.4% | 0.02% | 0.0% |
| GSK | Sell | GLAXOSMITHKLINE ADR SPONSORED | $42,000 | +2.4% | 1,002 | -5.5% | 0.02% | 0.0% |
| AFL | Buy | AFLAC INC COM | $40,000 | +11.1% | 798 | +0.6% | 0.02% | +10.0% |
| PSX | Buy | PHILLIPS 66 COM | $40,000 | +233.3% | 420 | +202.2% | 0.02% | +214.3% |
| MKC | MCCORMICK & COMPANY INC COM | $38,000 | +8.6% | 249 | 0.0% | 0.02% | +10.5% | |
| OSK | Sell | OSHKOSH CORPORATION COM | $38,000 | +5.6% | 509 | -14.2% | 0.02% | +5.0% |
| VVV | Buy | VALVOLINE INC COM | $37,000 | -2.6% | 1,984 | +0.6% | 0.02% | -4.8% |
| INTC | Buy | INTEL CORP COM | $36,000 | +24.1% | 667 | +9.2% | 0.02% | +25.0% |
| F | Buy | FORD MOTOR CO COM | $37,000 | +15.6% | 4,213 | +1.2% | 0.02% | +11.1% |
| WELL | Buy | WELLTOWER INC COM | $32,000 | +28.0% | 416 | +15.2% | 0.02% | +28.6% |
| ABBV | Sell | ABBVIE INC COM | $33,000 | -93.2% | 410 | -92.2% | 0.02% | -93.3% |
| INVENTRUST PROPERTIES CORP NSA | $31,000 | 0.0% | 10,000 | 0.0% | 0.02% | 0.0% | ||
| ILMN | Sell | Illumina, Inc. | $30,000 | +3.4% | 95 | -2.1% | 0.02% | +6.2% |
| XLV | New | SELECT SECTOR SPDR TRUST SBI HEALTHCARE ETFetf | $30,000 | – | 332 | +100.0% | 0.02% | – |
| XLK | New | SELECT SECTOR SPDR TRUST TECHNOLOGY ETFetf | $30,000 | – | 411 | +100.0% | 0.02% | – |
| VYM | Buy | VANGUARD HIGH DIV YLD ETFetf | $31,000 | +10.7% | 364 | +0.6% | 0.02% | +6.2% |
| AGG | ISHARES TRUST CORE US AGGBD ET ETFcore totusbd etf | $29,000 | 0.0% | 270 | 0.0% | 0.02% | 0.0% | |
| BMO | Buy | BANK OF MONTREAL COM | $29,000 | +26.1% | 388 | +10.9% | 0.02% | +23.1% |
| ACB | AURORA CANNABIS INC COM | $23,000 | +91.7% | 2,500 | 0.0% | 0.01% | +85.7% | |
| CGC | CANOPY GROWTH CORPORATION COM | $22,000 | +57.1% | 506 | 0.0% | 0.01% | +50.0% | |
| VNQ | Sell | VANGUARD REAL ESTATE ETFetf | $22,000 | 0.0% | 255 | -13.6% | 0.01% | 0.0% |
| XPO | XPO LOGISTICS INC COM | $21,000 | -4.5% | 390 | 0.0% | 0.01% | 0.0% | |
| CL | COLGATE-PALMOLIVE CO COM | $21,000 | +16.7% | 309 | 0.0% | 0.01% | +20.0% | |
| LLY | ELI LILLY AND COMPANY COM | $21,000 | +10.5% | 165 | 0.0% | 0.01% | +9.1% | |
| VTV | VANGUARD VALUE ETFetf | $21,000 | +10.5% | 193 | 0.0% | 0.01% | +9.1% | |
| NLY | Buy | ANNALY CAPITAL MANAGEMENT INC COM | $20,000 | +5.3% | 2,015 | +2.9% | 0.01% | 0.0% |
| CLDR | New | CLOUDERA INC COM | $20,000 | – | 1,870 | +100.0% | 0.01% | – |
| CHOICE BANCORP INC COM | $20,000 | +11.1% | 1,000 | 0.0% | 0.01% | +10.0% | ||
| VWO | Buy | VANGUARD FTSE EMR MKT ETFetf | $20,000 | +11.1% | 480 | +0.2% | 0.01% | +10.0% |
| MSI | MOTOROLA SOLUTIONS INC COM | $19,000 | +26.7% | 132 | 0.0% | 0.01% | +37.5% | |
| TJX | Buy | TJX COS INC COM | $19,000 | +18.8% | 350 | +0.3% | 0.01% | +22.2% |
| ZBH | Buy | ZIMMER BIOMET HOLDINGS INC COM | $20,000 | +25.0% | 157 | +0.6% | 0.01% | +22.2% |
| XME | Buy | SPDR SERIES TRUST S&P METALS MNG ETFetf | $20,000 | +11.1% | 688 | +0.4% | 0.01% | +10.0% |
| STZ | CONSTELLATION BRANDS INC COM CL A | $18,000 | +12.5% | 100 | 0.0% | 0.01% | +11.1% | |
| BIL | Sell | SPDR SERIES TRUST SPDR BLOOMBERG ETFetf | $18,000 | -99.9% | 193 | -99.9% | 0.01% | -99.9% |
| HTLF | Buy | HEARTLAND FINANCIAL USA INC COM | $16,000 | 0.0% | 371 | +0.5% | 0.01% | 0.0% |
| VOD | Buy | VODAFONE GROUP ADR SPONSOREDspon adr | $16,000 | -5.9% | 892 | +3.0% | 0.01% | 0.0% |
| BX | Buy | BLACKSTONE GROUP LP COM UNIT LTD | $16,000 | +23.1% | 452 | +0.7% | 0.01% | +28.6% |
| X | Buy | UNITED STATES STEEL CORP COM | $16,000 | +6.7% | 799 | +0.3% | 0.01% | +12.5% |
| MPC | Buy | MARATHON PETROLEUM CORP COM | $17,000 | 0.0% | 289 | +1.0% | 0.01% | 0.0% |
| SBUX | STARBUCKS CORP COM | $17,000 | +13.3% | 235 | 0.0% | 0.01% | +12.5% | |
| VFC | Buy | V F CORP COM | $16,000 | +23.1% | 179 | +0.6% | 0.01% | +28.6% |
| HPQ | Sell | HP INCORPORATION COM | $16,000 | -15.8% | 824 | -9.7% | 0.01% | -18.2% |
| ASB | Buy | ASSOCIATED BANC-CORP COM | $17,000 | +13.3% | 785 | +0.6% | 0.01% | +12.5% |
| PFG | PRINCIPAL FINANCIAL GROUP COM | $16,000 | +14.3% | 311 | 0.0% | 0.01% | +12.5% | |
| GAL | Buy | SSGA ACTIVE ETF TR GLOBL ALLO ETFetf | $17,000 | +13.3% | 447 | +1.4% | 0.01% | +12.5% |
| SYY | Buy | SYSCO CORP COM | $15,000 | +7.1% | 225 | +0.4% | 0.01% | 0.0% |
| GD | GENERAL DYNAMICS CORP COM | $14,000 | +7.7% | 81 | 0.0% | 0.01% | +14.3% | |
| XLB | Sell | SELECT SECTOR SPDR TRUST SBI MATERIALS ETFetf | $14,000 | -51.7% | 258 | -54.9% | 0.01% | -50.0% |
| SNDR | Buy | SCHNEIDER NATIONAL INC COM CL B | $15,000 | +15.4% | 711 | +0.3% | 0.01% | +14.3% |
| New | FT 7671 PRIME INCOME AND 11/09/20uit | $15,000 | – | 1,457 | +100.0% | 0.01% | – | |
| FNV | FRANCO NEVADA CORP COM | $15,000 | +7.1% | 205 | 0.0% | 0.01% | 0.0% | |
| TSCO | TRACTOR SUPPLY CO COM | $15,000 | +15.4% | 152 | 0.0% | 0.01% | +14.3% | |
| DE | DEERE & CO COM | $14,000 | +7.7% | 89 | 0.0% | 0.01% | +14.3% | |
| PSA | PUBLIC STORAGE COM | $15,000 | +7.1% | 69 | 0.0% | 0.01% | 0.0% | |
| VCIT | Buy | VANGUARD INT-TERM CORP ETFbond etf | $12,000 | +9.1% | 134 | +0.8% | 0.01% | +16.7% |
| ALB | ALBEMARLE CORP COM | $13,000 | 0.0% | 163 | 0.0% | 0.01% | 0.0% | |
| PURPOSE SILVER BULLION FUND ETF NON CURRENCY | $12,000 | 0.0% | 1,450 | 0.0% | 0.01% | 0.0% | ||
| PLXS | PLEXUS CORP COM | $12,000 | +20.0% | 200 | 0.0% | 0.01% | +16.7% | |
| QUAD | QUAD/GRAPHICS INC COM CL A | $12,000 | 0.0% | 1,000 | 0.0% | 0.01% | 0.0% | |
| XLI | Buy | SELECT SECTOR SPDR TRUST SBI INT-INDS ETFetf | $12,000 | +20.0% | 154 | +0.7% | 0.01% | +16.7% |
| SPTS | New | SPDR SERIES TRUST PORTFOLIO SH TSR ETFetf | $12,000 | – | 395 | +100.0% | 0.01% | – |
| TNA | Buy | DIREXION SHARES ETF TRUST DLY SMCAP BULL3X ETFetf | $12,000 | +50.0% | 189 | +0.5% | 0.01% | +75.0% |
| DUK | Buy | DUKE ENERGY CORP COM | $10,000 | +66.7% | 106 | +60.6% | 0.01% | +100.0% |
| IPGP | IPG PHOTONICS CORPORATION COM | $11,000 | +37.5% | 75 | 0.0% | 0.01% | +50.0% | |
| CLF | Buy | CLEVELAND CLIFFS INC COM | $11,000 | +57.1% | 1,069 | +18.0% | 0.01% | +50.0% |
| HMC | Buy | HONDA MOTOR CO ADR SPONSORED | $10,000 | 0.0% | 365 | +1.1% | 0.01% | 0.0% |
| PXD | PIONEER NATURAL RESOURCES CO COM | $10,000 | +11.1% | 65 | 0.0% | 0.01% | +20.0% | |
| HD | HOME DEPOT INC COM | $10,000 | +11.1% | 54 | 0.0% | 0.01% | +20.0% | |
| DG | DOLLAR GENERAL CORP COM | $11,000 | +10.0% | 91 | 0.0% | 0.01% | 0.0% | |
| SNAP | Buy | SNAP INC COM CL A | $11,000 | +83.3% | 1,025 | +1.5% | 0.01% | +100.0% |
| BUD | ANHEUSER-BUSCH INBEV SA/NV ADR SPONSORED | $11,000 | +22.2% | 135 | 0.0% | 0.01% | +20.0% | |
| MET | Buy | METLIFE INC COM | $10,000 | 0.0% | 241 | +0.8% | 0.01% | 0.0% |
| KHC | Buy | KRAFT HEINZ CO COM | $10,000 | +900.0% | 319 | +2026.7% | 0.01% | +500.0% |
| PRU | Buy | PRUDENTIAL FINANCIAL INC COM | $10,000 | +25.0% | 105 | +1.0% | 0.01% | +50.0% |
| URTY | PROSHARES TRUST ULTR RUSSL2000 ETFetf | $10,000 | +42.9% | 142 | 0.0% | 0.01% | +50.0% | |
| AGNC | Buy | AGNC INVESTMENT CORP COM | $11,000 | 0.0% | 621 | +2.3% | 0.01% | 0.0% |
| UA | UNDER ARMOUR INC COM CL C | $10,000 | +11.1% | 540 | 0.0% | 0.01% | +20.0% | |
| CMI | CUMMINS INC COM | $11,000 | +22.2% | 70 | 0.0% | 0.01% | +20.0% | |
| TGT | Buy | TARGET CORP COM | $9,000 | +28.6% | 108 | +0.9% | 0.01% | +25.0% |
| IP | INTERNATIONAL PAPER CO COM | $9,000 | +12.5% | 186 | 0.0% | 0.01% | +25.0% | |
| LRCX | LAM RESEARCH CORP COM | $9,000 | +28.6% | 52 | 0.0% | 0.01% | +25.0% | |
| LTHM | New | LIVENT CORPORATION COM | $9,000 | – | 700 | +100.0% | 0.01% | – |
| LNG | CHENIERE ENERGY INC COM | $9,000 | +12.5% | 135 | 0.0% | 0.01% | +25.0% | |
| HOG | HARLEY DAVIDSON COM | $9,000 | 0.0% | 259 | 0.0% | 0.01% | 0.0% | |
| WPM | WHEATON PRECIOUS METALS CORP COM | $9,000 | +12.5% | 399 | 0.0% | 0.01% | +25.0% | |
| YUM | Buy | YUM BRANDS INC COM | $9,000 | 0.0% | 95 | +1.1% | 0.01% | 0.0% |
| NG | NOVAGOLD RESOURCES INC COM | $9,000 | 0.0% | 2,155 | 0.0% | 0.01% | 0.0% | |
| SNHNL | Buy | SENIOR HOUSING PROPERTY TRUST 6.25(percent) SR NT 01/02/46 USDpreferred | $9,000 | +28.6% | 330 | +1.5% | 0.01% | +25.0% |
| IPAR | INTER PARFUMS INC COM | $8,000 | +14.3% | 100 | 0.0% | 0.00% | 0.0% | |
| BAC | BANK OF AMERICA CORPORATION COM | $7,000 | 0.0% | 265 | 0.0% | 0.00% | 0.0% | |
| DNP | Buy | DNP SELECT INCOME FUND INC COM | $8,000 | +14.3% | 673 | +1.8% | 0.00% | 0.0% |
| D | Buy | DOMINION ENERGY INC COM | $8,000 | +14.3% | 104 | +2.0% | 0.00% | 0.0% |
| EW | EDWARDS LIFESCIENCES CORP COM | $8,000 | +33.3% | 40 | 0.0% | 0.00% | +33.3% | |
| ROBO | Buy | EXCHANGE TRADED CONCEPTS TRUST ROBO GLB ETFetf | $8,000 | +33.3% | 197 | +0.5% | 0.00% | +33.3% |
| FMC | FMC CORP COM | $7,000 | 0.0% | 94 | 0.0% | 0.00% | 0.0% | |
| GLIBA | New | GCI LIBERTY INC COM | $7,000 | – | 132 | +100.0% | 0.00% | – |
| GILD | Buy | GILEAD SCIENCES INC COM | $8,000 | 0.0% | 126 | +0.8% | 0.00% | 0.0% |
| RGLD | ROYAL GOLD INC COM | $8,000 | 0.0% | 91 | 0.0% | 0.00% | 0.0% | |
| SPSM | Buy | SPDR SERIES TRUST PORTFOLIO SM ETFetf | $8,000 | +14.3% | 276 | +0.4% | 0.00% | 0.0% |
| LUV | Buy | SOUTHWEST AIRLINES CO COM | $8,000 | +14.3% | 149 | +0.7% | 0.00% | 0.0% |
| STLD | STEEL DYNAMICS INC COM | $7,000 | +16.7% | 210 | 0.0% | 0.00% | +33.3% | |
| SNPS | SYNOPSYS INC COM | $7,000 | +40.0% | 64 | 0.0% | 0.00% | +33.3% | |
| VXUS | New | VANGUARD STAR FD TL INTL STK F ETFetf | $8,000 | – | 147 | +100.0% | 0.00% | – |
| VBK | VANGUARD SML CP GRW ETFetf | $7,000 | +16.7% | 37 | 0.0% | 0.00% | +33.3% | |
| AGN | Buy | ALLERGAN PLC. COM | $7,000 | +16.7% | 49 | +2.1% | 0.00% | +33.3% |
| CHKP | CHECK POINT SFTWRE COM | $8,000 | +33.3% | 60 | 0.0% | 0.00% | +33.3% | |
| SSL | SASOL ADR SPONSOREDspon adr | $6,000 | +20.0% | 185 | 0.0% | 0.00% | 0.0% | |
| ULTA | ULTA BEAUTY INC COM | $6,000 | +50.0% | 18 | 0.0% | 0.00% | +50.0% | |
| MTW | MANITOWOC CO INC COM | $5,000 | 0.0% | 332 | 0.0% | 0.00% | 0.0% | |
| MRO | Buy | MARATHON OIL CORPORATION COM | $5,000 | +25.0% | 278 | +0.4% | 0.00% | +50.0% |
| GE | Sell | GENERAL ELECTRIC CO COM | $5,000 | +25.0% | 488 | -17.0% | 0.00% | +50.0% |
| DOV | DOVER CORP COM | $6,000 | +50.0% | 61 | 0.0% | 0.00% | +50.0% | |
| GOOS | New | CANADA GOOSE HOLDINGS INC COM | $5,000 | – | 100 | +100.0% | 0.00% | – |
| OPI | New | OFFICE PROPERTIES INCOME TRUST COM SHS BEN INT | $5,000 | – | 191 | +100.0% | 0.00% | – |
| FE | Buy | FIRSTENERGY CORP COM | $5,000 | +25.0% | 120 | +0.8% | 0.00% | +50.0% |
| TCEHY | TENCENT HOLDINGS LIMITED ADR UNSPONSOREDadr | $5,000 | 0.0% | 116 | 0.0% | 0.00% | 0.0% | |
| FDN | FIRST TR EXCHANGE DJ INTERNT IDX ETFetf | $5,000 | +25.0% | 35 | 0.0% | 0.00% | +50.0% | |
| ROKU | ROKU INC COM CL A | $6,000 | +100.0% | 100 | 0.0% | 0.00% | +50.0% | |
| XLU | Buy | SELECT SECTOR SPDR TRUST SBI INT-UTILS ETFetf | $6,000 | +20.0% | 98 | +1.0% | 0.00% | 0.0% |
| VMW | VMWARE INC COM CL A | $6,000 | +20.0% | 36 | 0.0% | 0.00% | 0.0% | |
| PNNT | PENNANTPARK INVEST CORP COM | $5,000 | 0.0% | 775 | 0.0% | 0.00% | 0.0% | |
| AMN | AMN HEALTHCARE SERVICES INC COM | $5,000 | -16.7% | 100 | 0.0% | 0.00% | 0.0% | |
| ORG | JANUS DETROIT STREET TRUST ORGANICS ETFetf | $5,000 | +25.0% | 180 | 0.0% | 0.00% | +50.0% | |
| MU | Buy | MICRON TECHNOLOGY INC COM | $5,000 | +150.0% | 126 | +93.8% | 0.00% | +200.0% |
| TRP | TRANSCANADA CORPORATION COM | $5,000 | +25.0% | 113 | 0.0% | 0.00% | +50.0% | |
| CNP | Buy | CENTERPOINT ENERGY INC COM | $6,000 | 0.0% | 198 | +0.5% | 0.00% | 0.0% |
| JCI | Buy | JOHNSON CONTROLS INTL PLC COM | $5,000 | +25.0% | 135 | +0.7% | 0.00% | +50.0% |
| TSM | TAIWAN SEMICONDUCTOR MANUFACTU ADR SPONSORED | $5,000 | 0.0% | 128 | 0.0% | 0.00% | 0.0% | |
| USB | Buy | US BANCORP COM | $6,000 | +100.0% | 122 | +82.1% | 0.00% | +50.0% |
| NP | NEENAH INC COM | $6,000 | +20.0% | 92 | 0.0% | 0.00% | 0.0% | |
| IBM | Buy | INTERNATIONAL BUS MACH CORP COM | $5,000 | +400.0% | 37 | +208.3% | 0.00% | +200.0% |
| AMLP | New | ALPS ETF TRUST ALERIAN MLP ETFetf | $6,000 | – | 555 | +100.0% | 0.00% | – |
| AVNS | AVANOS MEDICAL INC COM | $3,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% | |
| BBT | New | BB&T CORP COM | $3,000 | – | 63 | +100.0% | 0.00% | – |
| QCOM | Buy | QUALCOMM INC COM | $3,000 | +200.0% | 56 | +460.0% | 0.00% | +100.0% |
| NEE | New | NEXTERA ENERGY INC COM | $4,000 | – | 19 | +100.0% | 0.00% | – |
| BCE | New | BCE INC COM | $3,000 | – | 73 | +100.0% | 0.00% | – |
| BAX | BAXTER INTERNATIONAL INC COM | $4,000 | +33.3% | 50 | 0.0% | 0.00% | 0.0% | |
| HBAN | Buy | HUNTINGTON BANCSHARES INC COM | $4,000 | 0.0% | 312 | +1.0% | 0.00% | 0.0% |
| HIGHLANDS REIT INC NSA | $4,000 | +33.3% | 10,000 | 0.0% | 0.00% | 0.0% | ||
| HSBC | New | HSBC HOLDINGS PLC ADR SPONSORED | $3,000 | – | 66 | +100.0% | 0.00% | – |
| HCA | HCA HEALTHCARE INC COM | $3,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| GOLD | Buy | BARRICK GOLD CORPORATION COM | $4,000 | 0.0% | 324 | +511.3% | 0.00% | 0.0% |
| GS | GOLDMAN SACHS GROUP INC COM | $3,000 | +50.0% | 14 | 0.0% | 0.00% | +100.0% | |
| NUS | Buy | NU SKIN ENTERPRISES INC COM CL A | $4,000 | -20.0% | 82 | +1.2% | 0.00% | -33.3% |
| SIL | Buy | GLOBAL X FDS GLOBAL X SILVER ETFsilver etf | $3,000 | 0.0% | 104 | +2.0% | 0.00% | 0.0% |
| RPD | RAPID7 INC COM | $3,000 | +50.0% | 55 | 0.0% | 0.00% | +100.0% | |
| KEM | KEMET CORP COM | $4,000 | 0.0% | 221 | 0.0% | 0.00% | 0.0% | |
| CYBR | CYBER-ARK SOFTWARE LTD COM | $3,000 | +50.0% | 24 | 0.0% | 0.00% | +100.0% | |
| XLY | SELECT SECTOR SPDR TRUST SBI CONS DISCR ETFetf | $4,000 | 0.0% | 39 | 0.0% | 0.00% | 0.0% | |
| GWPH | GW PHARMACEUTICALS ADR SPONSORED | $3,000 | +200.0% | 15 | 0.0% | 0.00% | +100.0% | |
| RVNC | REVANCE THERAPEUTICS INC COM | $3,000 | -25.0% | 200 | 0.0% | 0.00% | 0.0% | |
| JE | JUST ENERGY GROUP INC COM | $3,000 | 0.0% | 865 | 0.0% | 0.00% | 0.0% | |
| RDSB | New | ROYAL DUTCH SHELL ADR SPONSORED | $3,000 | – | 42 | +100.0% | 0.00% | – |
| RDSA | Buy | ROYAL DUTCH SHELL ADR SPONSORED | $3,000 | 0.0% | 55 | +1.9% | 0.00% | 0.0% |
| SPG | New | SIMON PROPERTY GROUP INC COM | $3,000 | – | 18 | +100.0% | 0.00% | – |
| SJM | SMUCKER(J.M.)CO COM | $4,000 | +33.3% | 32 | 0.0% | 0.00% | 0.0% | |
| EVBG | EVERBRIDGE INC COM | $3,000 | +50.0% | 40 | 0.0% | 0.00% | +100.0% | |
| ENB | Buy | ENBRIDGE INC COM | $4,000 | +33.3% | 99 | +2.1% | 0.00% | 0.0% |
| FN | FABRINET COM | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| EMR | New | EMERSON ELECTRIC CO COM | $3,000 | – | 46 | +100.0% | 0.00% | – |
| WOR | WORTHINGTON INDUSTRIES INC COM | $3,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
| ETN | New | EATON CORPORATION PLC COMetf | $3,000 | – | 38 | +100.0% | 0.00% | – |
| LNT | Buy | ALLIANT ENERGY CORP COM | $3,000 | 0.0% | 74 | +1.4% | 0.00% | 0.0% |
| HACK | ETF MANAGERS TRUST PRIME CYBR SCRTY ETFetf | $3,000 | +50.0% | 65 | 0.0% | 0.00% | +100.0% | |
| TDJ | Buy | TELEPHONE & DATA SYSTEMS INC 7(percent) PRF SR NTS 15/03/2060 | $3,000 | 0.0% | 138 | +2.2% | 0.00% | 0.0% |
| TER | TERADYNE INC COM | $4,000 | +33.3% | 100 | 0.0% | 0.00% | 0.0% | |
| AEP | New | AMERICAN ELECTRIC POWER CO INC COM | $4,000 | – | 45 | +100.0% | 0.00% | – |
| TXN | New | TEXAS INSTRUMENTS INC COM | $3,000 | – | 31 | +100.0% | 0.00% | – |
| DX | Buy | DYNEX CAPITAL INC COM NEW | $4,000 | +33.3% | 624 | +4.9% | 0.00% | 0.0% |
| TD | New | TORONTO-DOMINION BANK COM | $3,000 | – | 52 | +100.0% | 0.00% | – |
| TTE | TOTAL SA ADR SPONSORED | $4,000 | 0.0% | 78 | 0.0% | 0.00% | 0.0% | |
| DNKN | DUNKIN BRANDS GROUP INC COM | $4,000 | 0.0% | 58 | 0.0% | 0.00% | 0.0% | |
| TWO | TWO HARBORS INVESMENT CORP COM NEW | $4,000 | 0.0% | 274 | 0.0% | 0.00% | 0.0% | |
| UPS | New | UNITED PARCEL SERVICE INC COM CL B | $3,000 | – | 25 | +100.0% | 0.00% | – |
| URI | UNITED RENTALS INC COM | $4,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
| DLR | New | DIGITAL REALTY TRUST INC COM | $3,000 | – | 28 | +100.0% | 0.00% | – |
| MVO | Buy | MV OIL TRUST COM | $4,000 | +33.3% | 453 | +4.4% | 0.00% | 0.0% |
| CCI | New | CROWN CASTLE INTL CORP COM | $4,000 | – | 28 | +100.0% | 0.00% | – |
| SLYG | Buy | SPDR SERIES TRUST S&P 600 SMCP GRW ETFetf | $3,000 | 0.0% | 52 | +4.0% | 0.00% | 0.0% |
| OKE | New | ONEOK INC COM | $3,000 | – | 46 | +100.0% | 0.00% | – |
| WLL | WHITING PETROLEUM CORP COM | $3,000 | +50.0% | 106 | 0.0% | 0.00% | +100.0% | |
| AMP | AMERIPRISE FINANCIAL INC COM | $3,000 | +50.0% | 24 | 0.0% | 0.00% | +100.0% | |
| MRK | New | MERCK & CO INC COM | $4,000 | – | 51 | +100.0% | 0.00% | – |
| PSEC | Buy | PROSPECT CAPITAL CORPORATION COM | $3,000 | 0.0% | 525 | +1.7% | 0.00% | 0.0% |
| AMGN | New | AMGEN INC COM | $3,000 | – | 17 | +100.0% | 0.00% | – |
| MPW | Buy | MEDICAL PROPERTIES TRUST INC COM | $3,000 | 0.0% | 170 | +1.8% | 0.00% | 0.0% |
| PM | New | PHILIP MORRIS INTL INC COM | $3,000 | – | 34 | +100.0% | 0.00% | – |
| MDLZ | MONDELEZ INTL INC COM CL A | $2,000 | 0.0% | 43 | 0.0% | 0.00% | 0.0% | |
| ORCL | ORACLE CORP COM | $1,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
| ROYTL | PACIFIC COAST OIL TR COM | $1,000 | 0.0% | 461 | 0.0% | 0.00% | 0.0% | |
| PANW | PALO ALTO NETWORKS INC COM | $2,000 | +100.0% | 7 | 0.0% | 0.00% | 0.0% | |
| M | Buy | MACY'S INC COM | $1,000 | -50.0% | 56 | +1.8% | 0.00% | 0.0% |
| LOW | LOWE'S COMPANIES INC COM | $1,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% | |
| KR | Sell | KROGER CO COM | $2,000 | -50.0% | 69 | -48.1% | 0.00% | -50.0% |
| KTOS | New | KRATOS DEFENSE & SECURITY SOLU COM | $2,000 | – | 100 | +100.0% | 0.00% | – |
| KARS | New | KRANESHARES TR ELEC VEH FUTUR ETFetf | $2,000 | – | 100 | +100.0% | 0.00% | – |
| KWEB | KRANESHARES TR CSI CHI INTERNET ETFetf | $1,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% | |
| KMI | Buy | KINDER MORGAN INC COM | $2,000 | 0.0% | 112 | +0.9% | 0.00% | 0.0% |
| IEMG | New | ISHARES INC CORE MSCI EMKT ETFetf | $2,000 | – | 39 | +100.0% | 0.00% | – |
| SLV | ISHARES SILVER TRUST ISHARES ETFsilver etf | $2,000 | 0.0% | 170 | 0.0% | 0.00% | 0.0% | |
| SPDW | New | SPDR INDEX SHARES FUNDS PORTFOLIO DEVLPD ETFetf | $1,000 | – | 26 | +100.0% | 0.00% | – |
| IGV | New | ISHARES TRUST EXPANDED TECH SOFTWAREetf | $2,000 | – | 9 | +100.0% | 0.00% | – |
| SPYG | Buy | SPDR SERIES TRUST PRTFLO S&P500 GW ETFetf | $1,000 | 0.0% | 31 | +3.3% | 0.00% | 0.0% |
| IAU | ISHARES GOLD TRUST ISHARES ETFetf | $2,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| IRDM | New | IRIDIUM COMMUNICATIONS INC COM | $1,000 | – | 55 | +100.0% | 0.00% | – |
| XHE | SPDR SERIES TRUST HLTH CR EQUIP ETFetf | $2,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% | |
| IQ | IQIYI INC ADR | $1,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
| PJP | INVESCO EXCHANGE TRADED FD TR DYNMC PHRMCTLS ETFetf | $2,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| ISFCL | Buy | ING GROEP N.V. 6.375(percent) PRF PERPETUAL HYBRIDpreferred | $2,000 | 0.0% | 69 | +1.5% | 0.00% | 0.0% |
| WLDCF | New | ICC INTL CANNABIS CORP NEW COM | $2,000 | – | 5,450 | +100.0% | 0.00% | – |
| GPMT | GRANITE POINT MTG TRUST INC COM | $1,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% | |
| SNSR | GLOBAL X FDS INTERNET OF THNG ETFetf | $1,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% | |
| SWM | SCHWEITZER-MAUDUIT INTL INC COM | $1,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| FTXN | Buy | FIRST TR EXCHANGE TRADED FD VI NASDQ OIL GAS ETFetf | $2,000 | 0.0% | 115 | +0.9% | 0.00% | 0.0% |
| FNMA | FED NATIONAL MTG ASSN COM | $1,000 | – | 442 | 0.0% | 0.00% | – | |
| SNH | Buy | SENIOR HOUSING PROPERTY TRUST SH BEN INT | $1,000 | 0.0% | 53 | +3.9% | 0.00% | 0.0% |
| FMCC | FED HOME LOAN MTG CORP COM | $2,000 | +100.0% | 609 | 0.0% | 0.00% | 0.0% | |
| EXAS | EXACT SCIENCES CORP COM | $2,000 | +100.0% | 19 | 0.0% | 0.00% | 0.0% | |
| STM | STMICROELECTRONICS ADR SPONSOREDspon adr | $1,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% | |
| EBAY | EBAY INC COM | $2,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
| UAA | UNDER ARMOUR INC COM CL A | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| DLTR | DOLLAR TREE INC COM | $1,000 | 0.0% | 7 | 0.0% | 0.00% | 0.0% | |
| CY | CYPRESS SEMICONDUCTOR CORP COM | $1,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| DHY | Buy | CRED SUIS HI YL BD SH BEN INTsh ben int | $2,000 | 0.0% | 863 | +1.5% | 0.00% | 0.0% |
| COST | Buy | COSTCO WHOLESALE CORP COM | $2,000 | +100.0% | 9 | +80.0% | 0.00% | 0.0% |
| OIH | Sell | VANECK VECTORS ETF TRUST OIL SVCS ETFetf | $2,000 | -95.7% | 129 | -96.1% | 0.00% | -96.2% |
| BSV | VANGUARD SHORT TRM BOND ETFetf | $2,000 | 0.0% | 26 | 0.0% | 0.00% | 0.0% | |
| CLX | CLOROX CO COM | $1,000 | 0.0% | 5 | 0.0% | 0.00% | 0.0% | |
| LUMN | Buy | CENTURYLINK INC COM | $1,000 | 0.0% | 89 | +2.3% | 0.00% | 0.0% |
| CX | CEMEX S.A.B. DE C.V. ADR SPONSOREDspon adr | $1,000 | 0.0% | 138 | 0.0% | 0.00% | 0.0% | |
| CCL | CARNIVAL CORP UNITS (COMPR 1 COM & 1 TR | $1,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| CNNXF | New | CANNAMERICA BRANDS CORP COM | $1,000 | – | 3,600 | +100.0% | 0.00% | – |
| CSIQ | CANADIAN SOLAR INC COM | $1,000 | – | 30 | 0.0% | 0.00% | – | |
| VER | Buy | VEREIT INC COM | $2,000 | 0.0% | 233 | +1.7% | 0.00% | 0.0% |
| BHF | BRIGHTHOUSE FINL INC COM | $1,000 | – | 16 | 0.0% | 0.00% | – | |
| L100PS | ARCONIC INC COM | $1,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
| ABR | ARBOR REALTY TRUST INC COM | $1,000 | – | 45 | 0.0% | 0.00% | – | |
| ERC | Buy | WELLS FARGO ADV MULTI-SECTOR I COMetf | $1,000 | 0.0% | 104 | +3.0% | 0.00% | 0.0% |
| APC | Sell | ANADARKO PETROLEUM CORP COM | $2,000 | -75.0% | 34 | -82.4% | 0.00% | -75.0% |
| WU | Buy | WESTERN UNION COMPANY (THE) COM | $1,000 | 0.0% | 64 | +1.6% | 0.00% | 0.0% |
| ALE | ALLETE INC COM | $2,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% | |
| AMD | ADVANCED MICRO DEVICES INC COM | $1,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| BIP | BROOKFIELD INFRASTRUCTURE PART LTD PARTNERS L.P. | $1,000 | – | 14 | 0.0% | 0.00% | – | |
| SPOT | SPOTIFY TECHNOLOGY S.A. COM | $1,000 | – | 4 | 0.0% | 0.00% | – | |
| CRRC CORPORATION LIMITED COM | $1,000 | 0.0% | 1,400 | 0.0% | 0.00% | 0.0% | ||
| NI | NISOURCE INC COM | $2,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% | |
| NZF | Buy | NUVEEN DIVID ADVANTAGE MUN FD COM SH BEN INTetf | $2,000 | 0.0% | 122 | +0.8% | 0.00% | 0.0% |
| OCSL | OAKTREE SPECIALTY LENDING CORP COM | $2,000 | 0.0% | 403 | 0.0% | 0.00% | 0.0% | |
| WAB | New | WABTEC CORP COM | $0 | – | 2 | +100.0% | 0.00% | – |
| NWGFF | Exit | NEW AGE BRANDS INC COM | $0 | – | -2,900 | -100.0% | 0.00% | – |
| REZI | Exit | RESIDEO TECHNOLOGIES INC COM | $0 | – | -7 | -100.0% | 0.00% | – |
| EGMIQ | ELECTRONIC GAME CARD INC COM | $0 | – | 1,700 | 0.0% | 0.00% | – | |
| AAIR | AVANTAIR INC COM | $0 | – | 300 | 0.0% | 0.00% | – | |
| WLTGQ | WALTER ENERGY INC COM | $0 | – | 11 | 0.0% | 0.00% | – | |
| CBDS | CANNABIS SATIVA INC COM | $0 | – | 93 | 0.0% | 0.00% | – | |
| VC | VISTEON CORPORATION COM | $0 | – | 2 | 0.0% | 0.00% | – | |
| GTX | Exit | GARRETT MOTION INC COM | $0 | – | -4 | -100.0% | 0.00% | – |
| AA | ALCOA CORPORATION COM | $0 | – | 11 | 0.0% | 0.00% | – | |
| YGEHY | YINGLI GREEN ENERGY HOLDING CO ADR | $0 | – | 225 | 0.0% | 0.00% | – | |
| HYGS | HYDROGENICS CORPORATION NEW COM | $0 | – | 8 | 0.0% | 0.00% | – | |
| ADMP | ADAMIS PHARMAS CORP COM | $0 | – | 73 | 0.0% | 0.00% | – | |
| TCS | Buy | CONTAINER STORE GRP INC (THE) COM | $0 | – | 35 | +133.3% | 0.00% | – |
| LDKYQ | LDK SOLAR CO LTD ADR | $0 | – | 400 | 0.0% | 0.00% | – | |
| SPWR | SUNPOWER CORP COM | $0 | – | 45 | 0.0% | 0.00% | – | |
| EDIG | E DIGITAL CORP COM | $0 | – | 1,000 | 0.0% | 0.00% | – | |
| GCL-POLY ENERGY HOLDINGS LTD COM | $0 | – | 4,000 | 0.0% | 0.00% | – | ||
| SEII | SHARING ECONOMY INTL INC COM | $0 | – | 3 | 0.0% | 0.00% | – | |
| NVG | Buy | NUVEEN AMT FREE MUN CR COMetf | $0 | – | 33 | +3.1% | 0.00% | – |
| CGAU | CENTERRA GOLD INC COM | $0 | – | 19 | 0.0% | 0.00% | – | |
| GASFRAC ENERGY SERVICES INC COM | $0 | – | 1,000 | 0.0% | 0.00% | – | ||
| AUMN | GOLDEN MINERALS CO COM | $0 | – | 20 | 0.0% | 0.00% | – | |
| MYL | MYLAN NV COM | $0 | – | 10 | 0.0% | 0.00% | – | |
| MCHP | MICROCHIP TECHNOLOGY COM | $0 | – | 2 | 0.0% | 0.00% | – | |
| STMP | Exit | STAMPS.COM INC COM | $0 | – | -12 | -100.0% | -0.00% | – |
| BMY | Exit | BRISTOL-MYERS SQUIBB COM | $0 | – | -38 | -100.0% | -0.00% | – |
| CLSK | Exit | CLEANSPARK INC COM | $0 | – | -550 | -100.0% | -0.00% | – |
| NVAX | Exit | NOVAVAX INC COM | $0 | – | -1,000 | -100.0% | -0.00% | – |
| COF | Exit | CAPITAL ONE FINL CORP COM | $0 | – | -18 | -100.0% | -0.00% | – |
| GOLF | Exit | ACUSHNET HOLDINGS CORP COM | $0 | – | -102 | -100.0% | -0.00% | – |
| DTE | Exit | DTE ENERGY CO COM | $0 | – | -34 | -100.0% | -0.00% | – |
| FPE | Exit | FIRST TRUST PFD SECS INC ETFetf | $0 | – | -150 | -100.0% | -0.00% | – |
| RFEM | Exit | FIRST TRUST RIVR FRNT DYN ETFetf | $0 | – | -75 | -100.0% | -0.00% | – |
| FVD | Exit | FIRST VALUE LINE SHS ETFetf | $0 | – | -100 | -100.0% | -0.00% | – |
| HBI | Exit | HANESBRAND INC COM | $0 | – | -355 | -100.0% | -0.00% | – |
| VNQI | Exit | VANGUARD GLB EX US ETFetf | $0 | – | -56 | -100.0% | -0.00% | – |
| DCO | Exit | DUCOMMUN INC DEL COM | $0 | – | -101 | -100.0% | -0.00% | – |
| HPF | Exit | JOHN HANCOCK PFD INCOME II COMetf | $0 | – | -175 | -100.0% | -0.00% | – |
| EZU | Exit | ISHARES MSCI EURZONE ETFetf | $0 | – | -172 | -100.0% | -0.00% | – |
| ABT | Exit | ABBOTT LABS COM | $0 | – | -73 | -100.0% | -0.00% | – |
| GOV | Exit | GOVERNMENT PROPERTIES INCM TR 1:4 R/S 1/2/19 38376A103 | $0 | – | -757 | -100.0% | -0.00% | – |
| FTSL | Exit | FIRST TRUST SENIOR LN FD ETFetf | $0 | – | -100 | -100.0% | -0.00% | – |
| VVC | Exit | VECTREN CORPORATION COM | $0 | – | -100 | -100.0% | -0.00% | – |
| JPST | Exit | JP MORGAN ULTRA SHRT INC ETFetf | $0 | – | -19,592 | -100.0% | -0.55% | – |
| GOVT | Exit | ISHARES US TREAS BD ETFetf | $0 | – | -49,076 | -100.0% | -0.67% | – |
| FTSM | Exit | FIRST TRUST FIRST TR ENH NEW ETFetf | $0 | – | -54,385 | -100.0% | -1.81% | – |
| NEAR | Exit | ISHARES SHT MAT BD ETFetf | $0 | – | -113,689 | -100.0% | -3.15% | – |
| FLOT | Exit | ISHARES FLTG RATE NT ETFetf | $0 | – | -117,241 | -100.0% | -3.28% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-05-13
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 | 2024-01-18 |
| 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.