$192 Million is the total value of Winch Advisory Services, LLC's 461 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 44.4% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
NEAR | New | ISHARES US ETF TRUST SHT MAT BD ETFetf | $16,178,000 | – | 321,431 | +100.0% | 8.43% | – |
AMZN | Buy | AMAZON COM INC COM | $15,280,000 | +14.7% | 8,069 | +7.9% | 7.96% | +8.1% |
SPTM | Buy | SPDR SERIES TRUST PORTFOLIO TL STK ETFetf | $14,795,000 | +6.7% | 405,792 | +2.9% | 7.71% | +0.5% |
AAPL | Buy | APPLE INC COM | $12,756,000 | +13.1% | 64,451 | +8.5% | 6.65% | +6.6% |
SPMD | Buy | SPDR SERIES TRUST PORTFOLIO MD ETFetf | $9,921,000 | +3.8% | 291,201 | +1.5% | 5.17% | -2.2% |
MSFT | Buy | MICROSOFT CORP COM | $9,621,000 | +51.8% | 71,821 | +33.7% | 5.01% | +43.1% |
SPEM | Buy | SPDR INDEX SHARES FUNDS PORTFOLIO EMG MK ETFetf | $8,863,000 | +1.7% | 247,646 | +1.6% | 4.62% | -4.2% |
BIL | Buy | SPDR SERIES TRUST SPDR BLOOMBERG ETFetf | $7,551,000 | +41850.0% | 82,426 | +42607.8% | 3.94% | +39250.0% |
GOOG | Buy | ALPHABET INC COM CL C | $6,141,000 | -6.2% | 5,681 | +1.8% | 3.20% | -11.6% |
SPYV | Sell | SPDR SERIES TRUST PRTFLO S&P500 VL ETFetf | $5,013,000 | -47.1% | 160,257 | -48.8% | 2.61% | -50.2% |
NFLX | Buy | NETFLIX INC COM | $4,810,000 | +6.9% | 13,095 | +3.7% | 2.51% | +0.7% |
ACWI | Buy | ISHARES TRUST MSCI ACWI ETFmsci acwi etf | $4,795,000 | +4.5% | 65,047 | +2.3% | 2.50% | -1.5% |
SPSB | Buy | SPDR SERIES TRUST PORTFOLIO SHORT ETFetf | $4,632,000 | +7750.8% | 150,474 | +7684.5% | 2.41% | +7215.2% |
BRKB | Buy | BERKSHIRE HATHAWAY INC COM CL Bcl b new | $4,608,000 | +8.8% | 21,616 | +2.6% | 2.40% | +2.6% |
SYK | Buy | STRYKER CORP COM | $3,697,000 | +12.1% | 17,983 | +7.7% | 1.93% | +5.7% |
CRM | Buy | SALESFORCE.COM INC COM | $3,613,000 | +0.8% | 23,814 | +5.2% | 1.88% | -5.0% |
BP | Buy | BP ADR SPONSORED | $3,513,000 | -2.9% | 84,244 | +1.8% | 1.83% | -8.4% |
EOG | Buy | EOG RESOURCES INC COM | $3,392,000 | +34.9% | 36,411 | +37.8% | 1.77% | +27.2% |
VLO | Buy | VALERO ENERGY CORP COM | $3,327,000 | +4.6% | 38,859 | +3.6% | 1.73% | -1.4% |
BABA | Buy | ALIBABA GROUP HOLDING LTD ADRspon adr | $3,115,000 | -1.0% | 18,381 | +6.6% | 1.62% | -6.7% |
CSCO | Buy | CISCO SYSTEMS INC COM | $2,902,000 | +4.0% | 53,024 | +2.6% | 1.51% | -2.0% |
XOP | Sell | SPDR SERIES TRUST S&P OILGAS EXP ETFetf | $2,816,000 | -11.8% | 103,357 | -0.5% | 1.47% | -16.9% |
V | Buy | VISA INC COM CL A | $2,697,000 | +15.3% | 15,542 | +3.7% | 1.40% | +8.6% |
ADBE | Buy | ADOBE INC COM | $2,573,000 | +17.5% | 8,733 | +6.3% | 1.34% | +10.8% |
PYPL | Buy | PAYPAL HOLDINGS INC COM | $2,540,000 | +19.4% | 22,192 | +8.3% | 1.32% | +12.5% |
XOM | Buy | EXXON MOBIL CORPORATION COM | $1,994,000 | -2.1% | 26,025 | +3.2% | 1.04% | -7.7% |
CVX | Buy | CHEVRON CORPORATION COM | $1,919,000 | +1.6% | 15,420 | +0.6% | 1.00% | -4.2% |
NVDA | Buy | NVIDIA CORP COM | $1,564,000 | -0.6% | 9,522 | +8.7% | 0.82% | -6.3% |
COP | Buy | CONOCOPHILLIPS COM | $1,453,000 | -7.6% | 23,812 | +1.1% | 0.76% | -12.9% |
FANG | Buy | DIAMONDBACK ENERGY INC COM | $1,421,000 | +17.1% | 13,045 | +9.1% | 0.74% | +10.3% |
SPY | Sell | SPDR S&P500 ETF TRUST TR UNIT ETFtr unit | $1,298,000 | +2.7% | 4,429 | -1.0% | 0.68% | -3.3% |
SPIB | Buy | SPDR SERIES TRUST PORTFOLIO INTRMD ETFetf | $1,250,000 | +5.3% | 35,778 | +3.0% | 0.65% | -0.8% |
FB | Sell | FACEBOOK INC COM CL A | $1,060,000 | +14.2% | 5,490 | -1.4% | 0.55% | +7.6% |
FCX | Sell | FREEPORT-MCMORAN INC COM CL B | $1,029,000 | -11.4% | 88,593 | -1.7% | 0.54% | -16.5% |
GLD | Buy | SPDR GOLD TRUST GOLD SHS ETFgold etf | $879,000 | +11.4% | 6,596 | +2.0% | 0.46% | +5.0% |
ROP | Buy | ROPER TECHNOLOGIES INC COM | $793,000 | +8.0% | 2,166 | +0.9% | 0.41% | +1.7% |
NOC | Buy | NORTHROP GRUMMAN CORP COM | $753,000 | +23.2% | 2,330 | +2.9% | 0.39% | +16.0% |
MMM | Sell | 3M COMPANY COM | $707,000 | -16.9% | 4,078 | -0.4% | 0.37% | -21.9% |
ULST | Buy | SSGA ACTIVE ETF TR ULT SHT TRM BD ETFetf | $579,000 | +120.2% | 14,311 | +119.5% | 0.30% | +108.3% |
SPIP | Buy | SPDR SERIES TRUST BLOMBRG BRC TIPS ETFtip etf | $557,000 | +2.8% | 9,843 | +1.2% | 0.29% | -3.3% |
WEC | Buy | WEC ENERGY GROUP INC COM | $557,000 | +6.3% | 6,681 | +0.8% | 0.29% | 0.0% |
JNJ | Sell | JOHNSON & JOHNSON COM | $538,000 | -23.7% | 3,859 | -23.5% | 0.28% | -28.2% |
DK | Sell | DELEK US HOLDINGS INC COM | $509,000 | +11.1% | 12,569 | -0.0% | 0.26% | +4.7% |
VTI | Buy | VANGUARD TOTAL STK MKT ETFetf | $481,000 | +5.0% | 3,202 | +1.3% | 0.25% | -0.8% |
APY | Buy | APERGY CORPORATION COM | $479,000 | -17.6% | 14,278 | +0.8% | 0.25% | -22.1% |
FCG | Sell | FIRST TR EXCHANGE NAT GAS ETFetf | $472,000 | -20.1% | 32,563 | -4.8% | 0.25% | -24.8% |
JPM | Buy | JPMORGAN CHASE & CO. COM | $432,000 | +29.0% | 3,865 | +16.9% | 0.22% | +21.6% |
MLM | Sell | MARTIN MARIETTA MATERIALS INC COM | $413,000 | +13.8% | 1,795 | -0.4% | 0.22% | +7.0% |
VZ | Buy | VERIZON COMMUNICATIONS COM | $407,000 | +6.3% | 7,132 | +10.2% | 0.21% | 0.0% |
CE | Sell | CELANESE CORP COM | $383,000 | +8.2% | 3,553 | -1.0% | 0.20% | +2.0% |
NUE | Buy | NUCOR CORP COM | $370,000 | -1.1% | 6,709 | +4.6% | 0.19% | -6.8% |
PG | Sell | PROCTER & GAMBLE CO COM | $341,000 | +2.4% | 3,113 | -2.7% | 0.18% | -3.3% |
LYB | Sell | LYONDELLBASELL INDUSTRIES N V COM | $325,000 | 0.0% | 3,775 | -2.5% | 0.17% | -6.1% |
MCD | Sell | MCDONALD'S CORPORATION COM | $318,000 | -1.2% | 1,533 | -9.6% | 0.17% | -6.7% |
T | Buy | AT&T INC COM | $317,000 | +28.3% | 9,472 | +20.2% | 0.16% | +20.4% |
VOT | Buy | VANGUARD MCAP GR IDXVIP ETFetf | $305,000 | +4.8% | 2,039 | +0.1% | 0.16% | -1.2% |
GOOGL | Buy | ALPHABET INC COM CL A | $299,000 | -6.3% | 276 | +1.8% | 0.16% | -11.4% |
DIS | Buy | WALT DISNEY COMPANY (THE) COM | $271,000 | +52.2% | 1,944 | +21.1% | 0.14% | +43.9% |
IBB | Sell | ISHARES TRUST NASDAQ BIOTECH ETFbiotech etf | $252,000 | -9.0% | 2,308 | -7.0% | 0.13% | -14.4% |
AGGY | New | WISDOMTREE TRUST YLD ENH US AGGREGATE BD FDetf | $232,000 | – | 4,528 | +100.0% | 0.12% | – |
AGZ | New | ISHARES TRUST AGENCY BOND ETFetf | $230,000 | – | 2,000 | +100.0% | 0.12% | – |
WLK | Sell | WESTLAKE CHEMICAL CORPORATION COM | $201,000 | -2.0% | 2,897 | -4.3% | 0.10% | -7.1% |
HUN | Sell | HUNTSMAN CORP COM | $194,000 | -13.0% | 9,496 | -4.2% | 0.10% | -17.9% |
WBT | Sell | WELBILT INC COM | $190,000 | -24.6% | 11,372 | -26.0% | 0.10% | -28.8% |
FIS | FIDELITY NATIONAL INFORMATION COM | $184,000 | +8.2% | 1,500 | 0.0% | 0.10% | +2.1% | |
XLE | Sell | SELECT SECTOR SPDR TRUST ENERGY ETFetf | $160,000 | -7.0% | 2,519 | -3.4% | 0.08% | -12.6% |
KMB | Buy | KIMBERLY CLARK CORP COM | $155,000 | +9.2% | 1,160 | +1.2% | 0.08% | +2.5% |
DD | New | DUPONT DE NEMOURS INC COM | $144,000 | – | 1,918 | +100.0% | 0.08% | – |
WFC | Buy | WELLS FARGO & COMPANY COM | $131,000 | -0.8% | 2,771 | +1.3% | 0.07% | -6.8% |
IWM | ISHARES RUSSELL 2000 ETFetf | $125,000 | +1.6% | 802 | 0.0% | 0.06% | -4.4% | |
AMCR | New | AMCOR PLC COM | $125,000 | – | 10,872 | +100.0% | 0.06% | – |
MDY | Buy | SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP ETFetf | $118,000 | +3.5% | 332 | +0.3% | 0.06% | -3.2% |
BA | Buy | BOEING CO COM | $116,000 | +6.4% | 319 | +11.5% | 0.06% | 0.0% |
IEO | Sell | ISHARES TRUST US OIL GS EX ETFetf | $106,000 | -97.3% | 1,886 | -97.2% | 0.06% | -97.4% |
VHT | VANGUARD HEALTH CAR ETFetf | $106,000 | +1.0% | 609 | 0.0% | 0.06% | -5.2% | |
USFR | Sell | WISDOMTREE TRUST FLOATNG RAT TREA ETFetf | $103,000 | -24.3% | 4,119 | -23.8% | 0.05% | -28.0% |
UNH | Buy | UNITEDHEALTH GROUP INC COM | $102,000 | +17.2% | 419 | +19.4% | 0.05% | +10.4% |
CAT | CATERPILLAR INC COM | $97,000 | +1.0% | 712 | 0.0% | 0.05% | -3.8% | |
HON | Buy | HONEYWELL INTERNATIONAL INC COM | $98,000 | +38.0% | 562 | +25.2% | 0.05% | +30.8% |
IVV | ISHARES TRUST CORE S&P500 ETFs&p 500 etf | $95,000 | +3.3% | 324 | 0.0% | 0.05% | -2.0% | |
DOW | New | DOW INC COM | $95,000 | – | 1,935 | +100.0% | 0.05% | – |
VGK | Buy | VANGUARD FTSE EUROPE ETFetf | $92,000 | +3.4% | 1,669 | +0.3% | 0.05% | -2.0% |
MA | Buy | MASTERCARD INCORPORATED COM CL A | $91,000 | +16.7% | 345 | +4.2% | 0.05% | +9.3% |
WM | Buy | WASTE MANAGEMENT INC COM | $90,000 | +11.1% | 779 | +0.4% | 0.05% | +4.4% |
CVE | Sell | CENOVUS ENERGY INC COM | $89,000 | -3.3% | 10,047 | -4.8% | 0.05% | -9.8% |
KLAC | KLA-TENCOR CORP COM | $86,000 | -1.1% | 728 | 0.0% | 0.04% | -6.2% | |
CELG | Sell | CELGENE CORP COM | $87,000 | -9.4% | 946 | -7.1% | 0.04% | -15.1% |
EEM | Sell | ISHARES TRUST MSCI EMG MKT ETFetf | $87,000 | -97.2% | 2,026 | -97.2% | 0.04% | -97.4% |
UTX | Buy | UNITED TECHNOLOGIES CORP COM | $79,000 | +11.3% | 604 | +9.6% | 0.04% | +5.1% |
WMT | Sell | WALMART INC COM | $76,000 | +2.7% | 691 | -9.0% | 0.04% | -2.4% |
MDT | Sell | MEDTRONIC PLC COM | $76,000 | -2.6% | 777 | -9.5% | 0.04% | -7.0% |
IYR | iShares U.S. Real Estate ETFetf | $73,000 | +1.4% | 831 | 0.0% | 0.04% | -5.0% | |
PFE | Sell | PFIZER INC COM | $73,000 | -9.9% | 1,688 | -11.2% | 0.04% | -15.6% |
NKE | NIKE INC COM CL B | $69,000 | 0.0% | 818 | 0.0% | 0.04% | -5.3% | |
QQQ | INVESCO QQQ TRUST UNIT SER 1 ETFetf | $69,000 | +3.0% | 370 | 0.0% | 0.04% | -2.7% | |
USO | United States Oil Fund LPetf | $70,000 | -4.1% | 5,828 | 0.0% | 0.04% | -10.0% | |
TSLA | Sell | TESLA INC COM | $66,000 | -74.9% | 294 | -68.7% | 0.03% | -76.6% |
FAX | Buy | ABERDEEN ASIA PACIFIC INCOME F COM | $65,000 | +8.3% | 15,453 | +9.0% | 0.03% | +3.0% |
PEP | Buy | PEPSICO INC COM | $63,000 | +21.2% | 482 | +13.4% | 0.03% | +13.8% |
SHAG | Buy | WISDOMTREE TRUST YIELD ENHANCED ETFetf | $62,000 | +1.6% | 1,236 | +0.7% | 0.03% | -5.9% |
XEL | Buy | XCEL ENERGY INC COM | $61,000 | +7.0% | 1,019 | +0.7% | 0.03% | 0.0% |
HEES | Buy | H&E EQUIPMENT SERVICES LLC COM | $59,000 | +15.7% | 2,041 | +1.0% | 0.03% | +10.7% |
CTVA | New | CORTEVA INC COM | $57,000 | – | 1,918 | +100.0% | 0.03% | – |
ASH | Buy | ASHLAND GLOBAL HOLDINGS INC COM | $58,000 | +3.6% | 723 | +0.3% | 0.03% | -3.2% |
XLF | Sell | SELECT SECTOR SPDR TRUST SBI INT-FINL ETFetf | $54,000 | -1.8% | 1,945 | -9.6% | 0.03% | -6.7% |
ATVI | Activision Blizzard, Inc. | $54,000 | +3.8% | 1,138 | 0.0% | 0.03% | -3.4% | |
KO | Buy | COCA-COLA CO COM | $53,000 | +17.8% | 1,036 | +6.7% | 0.03% | +12.0% |
XAR | Buy | SPDR SERIES TRUST AEROSPACE DEF ETFetf | $51,000 | +13.3% | 494 | +0.2% | 0.03% | +8.0% |
OSK | Buy | OSHKOSH CORPORATION COM | $51,000 | +34.2% | 608 | +19.4% | 0.03% | +28.6% |
LMT | Sell | LOCKHEED MARTIN CORP COM | $50,000 | +16.3% | 138 | -2.8% | 0.03% | +8.3% |
WBA | Buy | WALGREENS BOOTS ALLIANCE INC COM | $48,000 | -7.7% | 875 | +5.7% | 0.02% | -13.8% |
XLC | Sell | SELECT SECTOR SPDR TRUST COMMUNICATION ETFetf | $48,000 | -14.3% | 976 | -18.0% | 0.02% | -19.4% |
PKW | INVESCO EXCHANGE TRADED FD TR BUYBACK ACHIEV ETFetf | $48,000 | +4.3% | 766 | 0.0% | 0.02% | 0.0% | |
ITW | Buy | ILLINOIS TOOL WORKS INC COM | $47,000 | +4.4% | 312 | +0.3% | 0.02% | -4.0% |
RTN | RAYTHEON CO COM | $46,000 | -4.2% | 264 | 0.0% | 0.02% | -11.1% | |
BCML | BAYCOM CORP COM | $44,000 | -2.2% | 2,000 | 0.0% | 0.02% | -8.0% | |
F | Buy | FORD MOTOR CO COM | $44,000 | +18.9% | 4,261 | +1.1% | 0.02% | +15.0% |
AFL | Buy | AFLAC INC COM | $44,000 | +10.0% | 802 | +0.5% | 0.02% | +4.5% |
EMN | Sell | EASTMAN CHEMICAL CO COM | $44,000 | -6.4% | 568 | -8.1% | 0.02% | -11.5% |
DIA | Buy | SPDR DOW JONES IND UT SER 1 ETFetf | $44,000 | +2.3% | 167 | +0.6% | 0.02% | -4.2% |
ABBV | Buy | ABBVIE INC COM | $42,000 | +27.3% | 572 | +39.5% | 0.02% | +22.2% |
GSK | Buy | GLAXOSMITHKLINE ADR SPONSORED | $41,000 | -2.4% | 1,017 | +1.5% | 0.02% | -8.7% |
MKC | Buy | MCCORMICK & COMPANY INC COM | $40,000 | +5.3% | 258 | +3.6% | 0.02% | 0.0% |
VVV | Buy | VALVOLINE INC COM | $39,000 | +5.4% | 1,994 | +0.5% | 0.02% | 0.0% |
XLK | Buy | SELECT SECTOR SPDR TRUST TECHNOLOGY ETFetf | $36,000 | +20.0% | 460 | +11.9% | 0.02% | +11.8% |
SPLG | New | SPDR SERIES TRUST PORTFOLIO LR ETFetf | $35,000 | – | 1,015 | +100.0% | 0.02% | – |
ILMN | Illumina, Inc. | $35,000 | +16.7% | 95 | 0.0% | 0.02% | +5.9% | |
PSX | Sell | PHILLIPS 66 COM | $35,000 | -12.5% | 375 | -10.7% | 0.02% | -18.2% |
VYM | Buy | VANGUARD HIGH DIV YLD ETFetf | $32,000 | +3.2% | 366 | +0.5% | 0.02% | 0.0% |
INTC | Buy | INTEL CORP COM | $32,000 | -11.1% | 672 | +0.7% | 0.02% | -15.0% |
XLV | Buy | SELECT SECTOR SPDR TRUST SBI HEALTHCARE ETFetf | $31,000 | +3.3% | 333 | +0.3% | 0.02% | -5.9% |
WELL | Sell | WELLTOWER INC COM | $30,000 | -6.2% | 369 | -11.3% | 0.02% | -11.1% |
CHOICE BANCORP INC COM | $31,000 | +55.0% | 1,000 | 0.0% | 0.02% | +45.5% | ||
AGG | ISHARES TRUST CORE US AGGBD ET ETFcore totusbd etf | $30,000 | +3.4% | 270 | 0.0% | 0.02% | 0.0% | |
SPSM | Buy | SPDR SERIES TRUST PORTFOLIO SM ETFetf | $31,000 | +287.5% | 1,027 | +272.1% | 0.02% | +300.0% |
INVENTRUST PROPERTIES CORP NSA | $31,000 | 0.0% | 10,000 | 0.0% | 0.02% | -5.9% | ||
OXY | Sell | OCCIDENTAL PETROLEUM CORP COM | $29,000 | -34.1% | 572 | -14.8% | 0.02% | -37.5% |
BMO | Sell | BANK OF MONTREAL COM | $26,000 | -10.3% | 350 | -9.8% | 0.01% | -12.5% |
CGC | Buy | CANOPY GROWTH CORPORATION COM | $25,000 | +13.6% | 630 | +24.5% | 0.01% | +8.3% |
ETB | New | EATON VANCE TAX MN COMetf | $23,000 | – | 1,500 | +100.0% | 0.01% | – |
XPO | XPO LOGISTICS INC COM | $23,000 | +9.5% | 390 | 0.0% | 0.01% | 0.0% | |
MSI | Buy | MOTOROLA SOLUTIONS INC COM | $22,000 | +15.8% | 133 | +0.8% | 0.01% | 0.0% |
CL | COLGATE-PALMOLIVE CO COM | $22,000 | +4.8% | 309 | 0.0% | 0.01% | -8.3% | |
VNQ | Buy | VANGUARD REAL ESTATE ETFetf | $22,000 | 0.0% | 257 | +0.8% | 0.01% | -8.3% |
VWO | Buy | VANGUARD FTSE EMR MKT ETFetf | $21,000 | +5.0% | 483 | +0.6% | 0.01% | 0.0% |
SBUX | Buy | STARBUCKS CORP COM | $21,000 | +23.5% | 253 | +7.7% | 0.01% | +22.2% |
VTV | Buy | VANGUARD VALUE ETFetf | $21,000 | 0.0% | 194 | +0.5% | 0.01% | -8.3% |
PGX | New | INVESCO EXCHANGE TRADED FUND T PFD ETFetf | $22,000 | – | 1,500 | +100.0% | 0.01% | – |
TJX | Buy | TJX COS INC COM | $19,000 | 0.0% | 351 | +0.3% | 0.01% | -9.1% |
XME | Buy | SPDR SERIES TRUST S&P METALS MNG ETFetf | $20,000 | 0.0% | 697 | +1.3% | 0.01% | -9.1% |
HD | Buy | HOME DEPOT INC COM | $20,000 | +100.0% | 96 | +77.8% | 0.01% | +66.7% |
LLY | Buy | ELI LILLY AND COMPANY COM | $19,000 | -9.5% | 169 | +2.4% | 0.01% | -16.7% |
NLY | Buy | ANNALY CAPITAL MANAGEMENT INC COM | $19,000 | -5.0% | 2,075 | +3.0% | 0.01% | -9.1% |
STZ | CONSTELLATION BRANDS INC COM CL A | $20,000 | +11.1% | 100 | 0.0% | 0.01% | 0.0% | |
RSP | New | INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT ETFetf | $19,000 | – | 176 | +100.0% | 0.01% | – |
ACB | AURORA CANNABIS INC COM | $20,000 | -13.0% | 2,500 | 0.0% | 0.01% | -23.1% | |
PSA | Buy | PUBLIC STORAGE COM | $17,000 | +13.3% | 70 | +1.4% | 0.01% | +12.5% |
GD | Buy | GENERAL DYNAMICS CORP COM | $18,000 | +28.6% | 99 | +22.2% | 0.01% | +12.5% |
GAL | SSGA ACTIVE ETF TR GLOBL ALLO ETFetf | $17,000 | 0.0% | 447 | 0.0% | 0.01% | 0.0% | |
TSCO | TRACTOR SUPPLY CO COM | $17,000 | +13.3% | 152 | 0.0% | 0.01% | +12.5% | |
ASB | Buy | ASSOCIATED BANC-CORP COM | $17,000 | 0.0% | 792 | +0.9% | 0.01% | 0.0% |
HTLF | Buy | HEARTLAND FINANCIAL USA INC COM | $17,000 | +6.2% | 372 | +0.3% | 0.01% | 0.0% |
HPQ | Buy | HP INCORPORATION COM | $18,000 | +12.5% | 850 | +3.2% | 0.01% | 0.0% |
PFG | Buy | PRINCIPAL FINANCIAL GROUP COM | $18,000 | +12.5% | 314 | +1.0% | 0.01% | 0.0% |
FNV | FRANCO NEVADA CORP COM | $17,000 | +13.3% | 205 | 0.0% | 0.01% | +12.5% | |
ZBH | ZIMMER BIOMET HOLDINGS INC COM | $18,000 | -10.0% | 157 | 0.0% | 0.01% | -18.2% | |
MPC | Buy | MARATHON PETROLEUM CORP COM | $16,000 | -5.9% | 292 | +1.0% | 0.01% | -11.1% |
VOD | VODAFONE GROUP ADR SPONSOREDspon adr | $15,000 | -6.2% | 892 | 0.0% | 0.01% | -11.1% | |
XLB | Buy | SELECT SECTOR SPDR TRUST SBI MATERIALS ETFetf | $15,000 | +7.1% | 260 | +0.8% | 0.01% | 0.0% |
BUD | Buy | ANHEUSER-BUSCH INBEV SA/NV ADR SPONSORED | $15,000 | +36.4% | 173 | +28.1% | 0.01% | +33.3% |
BX | Sell | BLACKSTONE GROUP LP COM UNIT LTD | $15,000 | -6.2% | 341 | -24.6% | 0.01% | -11.1% |
DE | DEERE & CO COM | $15,000 | +7.1% | 89 | 0.0% | 0.01% | 0.0% | |
ALB | Buy | ALBEMARLE CORP COM | $16,000 | +23.1% | 231 | +41.7% | 0.01% | +14.3% |
SNAP | SNAP INC COM CL A | $15,000 | +36.4% | 1,025 | 0.0% | 0.01% | +33.3% | |
ETN | Buy | EATON CORPORATION PLC COMetf | $16,000 | +433.3% | 188 | +394.7% | 0.01% | +300.0% |
SYY | Buy | SYSCO CORP COM | $16,000 | +6.7% | 231 | +2.7% | 0.01% | 0.0% |
VFC | Buy | V F CORP COM | $16,000 | 0.0% | 180 | +0.6% | 0.01% | -11.1% |
NG | NOVAGOLD RESOURCES INC COM | $13,000 | +44.4% | 2,155 | 0.0% | 0.01% | +40.0% | |
SNDR | Buy | SCHNEIDER NATIONAL INC COM CL B | $13,000 | -13.3% | 713 | +0.3% | 0.01% | -12.5% |
PXD | Buy | PIONEER NATURAL RESOURCES CO COM | $14,000 | +40.0% | 93 | +43.1% | 0.01% | +16.7% |
XLI | SELECT SECTOR SPDR TRUST SBI INT-INDS ETFetf | $12,000 | 0.0% | 154 | 0.0% | 0.01% | -14.3% | |
AGNC | Buy | AGNC INVESTMENT CORP COM | $11,000 | 0.0% | 640 | +3.1% | 0.01% | 0.0% |
PURPOSE SILVER BULLION FUND ETF NON CURRENCY | $12,000 | 0.0% | 1,450 | 0.0% | 0.01% | -14.3% | ||
IPGP | IPG PHOTONICS CORPORATION COM | $12,000 | +9.1% | 75 | 0.0% | 0.01% | 0.0% | |
PRU | Buy | PRUDENTIAL FINANCIAL INC COM | $11,000 | +10.0% | 106 | +1.0% | 0.01% | 0.0% |
TNA | DIREXION SHARES ETF TRUST DLY SMCAP BULL3X ETFetf | $12,000 | 0.0% | 189 | 0.0% | 0.01% | -14.3% | |
X | Buy | UNITED STATES STEEL CORP COM | $12,000 | -25.0% | 802 | +0.4% | 0.01% | -33.3% |
DG | DOLLAR GENERAL CORP COM | $12,000 | +9.1% | 91 | 0.0% | 0.01% | 0.0% | |
VCIT | Buy | VANGUARD INT-TERM CORP ETFbond etf | $12,000 | 0.0% | 135 | +0.7% | 0.01% | -14.3% |
YUM | YUM BRANDS INC COM | $11,000 | +22.2% | 95 | 0.0% | 0.01% | +20.0% | |
BAC | Buy | BANK OF AMERICA CORPORATION COM | $12,000 | +71.4% | 421 | +58.9% | 0.01% | +50.0% |
CLF | Buy | CLEVELAND CLIFFS INC COM | $11,000 | 0.0% | 1,072 | +0.3% | 0.01% | 0.0% |
DUK | Buy | DUKE ENERGY CORP COM | $11,000 | +10.0% | 127 | +19.8% | 0.01% | 0.0% |
SPTS | SPDR SERIES TRUST PORTFOLIO SH TSR ETFetf | $12,000 | 0.0% | 395 | 0.0% | 0.01% | -14.3% | |
MJ | New | ETF MANAGERS TRUST ETFMG ALTR HRVSTetf | $12,000 | – | 379 | +100.0% | 0.01% | – |
UA | UNDER ARMOUR INC COM CL C | $12,000 | +20.0% | 540 | 0.0% | 0.01% | 0.0% | |
VMW | Buy | VMWARE INC COM CL A | $11,000 | +83.3% | 65 | +80.6% | 0.01% | +100.0% |
CMI | Buy | CUMMINS INC COM | $12,000 | +9.1% | 71 | +1.4% | 0.01% | 0.0% |
PLXS | PLEXUS CORP COM | $12,000 | 0.0% | 200 | 0.0% | 0.01% | -14.3% | |
AMLP | Buy | ALPS ETF TRUST ALERIAN MLP ETFetf | $10,000 | +66.7% | 1,000 | +80.2% | 0.01% | +66.7% |
URTY | PROSHARES TRUST ULTR RUSSL2000 ETFetf | $10,000 | 0.0% | 142 | 0.0% | 0.01% | -16.7% | |
FXG | Sell | FIRST TRUST EXCH TRADED FUND 2 CONSUMR STAPLE ETFetf | $9,000 | -83.0% | 197 | -83.0% | 0.01% | -82.8% |
VXUS | Buy | VANGUARD STAR FD TL INTL STK F ETFetf | $10,000 | +25.0% | 185 | +25.9% | 0.01% | +25.0% |
GILD | Buy | GILEAD SCIENCES INC COM | $9,000 | +12.5% | 127 | +0.8% | 0.01% | +25.0% |
RGLD | ROYAL GOLD INC COM | $9,000 | +12.5% | 91 | 0.0% | 0.01% | +25.0% | |
CLDR | CLOUDERA INC COM | $10,000 | -50.0% | 1,870 | 0.0% | 0.01% | -54.5% | |
LNG | CHENIERE ENERGY INC COM | $9,000 | 0.0% | 135 | 0.0% | 0.01% | 0.0% | |
TGT | Buy | TARGET CORP COM | $9,000 | 0.0% | 109 | +0.9% | 0.01% | 0.0% |
LRCX | LAM RESEARCH CORP COM | $10,000 | +11.1% | 52 | 0.0% | 0.01% | 0.0% | |
KHC | Sell | KRAFT HEINZ CO COM | $10,000 | 0.0% | 308 | -3.4% | 0.01% | -16.7% |
HMC | Buy | HONDA MOTOR CO ADR SPONSORED | $10,000 | 0.0% | 368 | +0.8% | 0.01% | -16.7% |
XLY | Buy | SELECT SECTOR SPDR TRUST SBI CONS DISCR ETFetf | $9,000 | +125.0% | 72 | +84.6% | 0.01% | +150.0% |
JCI | Buy | JOHNSON CONTROLS INTL PLC COM | $9,000 | +80.0% | 229 | +69.6% | 0.01% | +66.7% |
WPM | Buy | WHEATON PRECIOUS METALS CORP COM | $10,000 | +11.1% | 402 | +0.8% | 0.01% | 0.0% |
XLU | Buy | SELECT SECTOR SPDR TRUST SBI INT-UTILS ETFetf | $9,000 | +50.0% | 143 | +45.9% | 0.01% | +66.7% |
IPAR | Buy | INTER PARFUMS INC COM | $7,000 | -12.5% | 101 | +1.0% | 0.00% | 0.0% |
AMN | Buy | AMN HEALTHCARE SERVICES INC COM | $7,000 | +40.0% | 131 | +31.0% | 0.00% | +33.3% |
AMP | Buy | AMERIPRISE FINANCIAL INC COM | $8,000 | +166.7% | 53 | +120.8% | 0.00% | +100.0% |
DNP | Buy | DNP SELECT INCOME FUND INC COM | $8,000 | 0.0% | 685 | +1.8% | 0.00% | 0.0% |
D | Buy | DOMINION ENERGY INC COM | $8,000 | 0.0% | 105 | +1.0% | 0.00% | 0.0% |
EW | EDWARDS LIFESCIENCES CORP COM | $7,000 | -12.5% | 40 | 0.0% | 0.00% | 0.0% | |
ROBO | Sell | EXCHANGE TRADED CONCEPTS TRUST ROBO GLB ETFetf | $7,000 | -12.5% | 169 | -14.2% | 0.00% | 0.0% |
FMC | FMC CORP COM | $8,000 | +14.3% | 94 | 0.0% | 0.00% | 0.0% | |
GLIBA | GCI LIBERTY INC COM | $8,000 | +14.3% | 132 | 0.0% | 0.00% | 0.0% | |
BOTZ | New | GLOBAL X FDS RBTCS ARTFL INTE ETFetf | $7,000 | – | 355 | +100.0% | 0.00% | – |
HOG | Sell | HARLEY DAVIDSON COM | $8,000 | -11.1% | 233 | -10.0% | 0.00% | -20.0% |
IP | INTERNATIONAL PAPER CO COM | $8,000 | -11.1% | 186 | 0.0% | 0.00% | -20.0% | |
QUAD | QUAD/GRAPHICS INC COM CL A | $8,000 | -33.3% | 1,000 | 0.0% | 0.00% | -42.9% | |
LGLV | New | SPDR SERIES TRUST SSGA US LRG ETFetf | $8,000 | – | 72 | +100.0% | 0.00% | – |
SNHNL | Buy | SENIOR HOUSING PROPERTY TRUST 6.25 SR NT 01/02/46 USDpreferred | $8,000 | -11.1% | 335 | +1.5% | 0.00% | -20.0% |
LUV | SOUTHWEST AIRLINES CO COM | $8,000 | 0.0% | 149 | 0.0% | 0.00% | 0.0% | |
VBK | VANGUARD SML CP GRW ETFetf | $7,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% | |
AGN | ALLERGAN PLC. COM | $8,000 | +14.3% | 49 | 0.0% | 0.00% | 0.0% | |
CHKP | CHECK POINT SFTWRE COM | $7,000 | -12.5% | 60 | 0.0% | 0.00% | 0.0% | |
OPI | Buy | OFFICE PROPERTIES INCOME TRUST COM SHS BEN INT | $5,000 | 0.0% | 195 | +2.1% | 0.00% | 0.0% |
DOV | DOVER CORP COM | $6,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% | |
MU | MICRON TECHNOLOGY INC COM | $5,000 | 0.0% | 126 | 0.0% | 0.00% | 0.0% | |
HIE | New | MILLER/HOWARD HIGH INCOME EQY COM SHS BEN INetf | $6,000 | – | 500 | +100.0% | 0.00% | – |
BLK | New | BLACKROCK INC COM | $6,000 | – | 13 | +100.0% | 0.00% | – |
DNKN | DUNKIN BRANDS GROUP INC COM | $5,000 | +25.0% | 58 | 0.0% | 0.00% | +50.0% | |
URI | UNITED RENTALS INC COM | $5,000 | +25.0% | 35 | 0.0% | 0.00% | +50.0% | |
CNP | Buy | CENTERPOINT ENERGY INC COM | $6,000 | 0.0% | 200 | +1.0% | 0.00% | 0.0% |
SSL | SASOL ADR SPONSOREDspon adr | $5,000 | -16.7% | 185 | 0.0% | 0.00% | 0.0% | |
EXAS | Buy | EXACT SCIENCES CORP COM | $6,000 | +200.0% | 52 | +173.7% | 0.00% | +200.0% |
PNNT | Buy | PENNANTPARK INVEST CORP COM | $5,000 | 0.0% | 795 | +2.6% | 0.00% | 0.0% |
FDN | FIRST TR EXCHANGE DJ INTERNT IDX ETFetf | $5,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
FE | Buy | FIRSTENERGY CORP COM | $5,000 | 0.0% | 121 | +0.8% | 0.00% | 0.0% |
ROKU | Sell | ROKU INC COM CL A | $5,000 | -16.7% | 50 | -50.0% | 0.00% | 0.0% |
GOLD | BARRICK GOLD CORPORATION COM | $5,000 | +25.0% | 324 | 0.0% | 0.00% | +50.0% | |
GOLF | New | ACUSHNET HOLDINGS CORP COM | $5,000 | – | 203 | +100.0% | 0.00% | – |
NP | Buy | NEENAH INC COM | $6,000 | 0.0% | 93 | +1.1% | 0.00% | 0.0% |
AMGN | Buy | AMGEN INC COM | $5,000 | +66.7% | 28 | +64.7% | 0.00% | +50.0% |
NEE | Buy | NEXTERA ENERGY INC COM | $5,000 | +25.0% | 25 | +31.6% | 0.00% | +50.0% |
LTHM | LIVENT CORPORATION COM | $5,000 | -44.4% | 700 | 0.0% | 0.00% | -40.0% | |
ULTA | ULTA BEAUTY INC COM | $6,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% | |
USB | Sell | US BANCORP COM | $5,000 | -16.7% | 87 | -28.7% | 0.00% | 0.0% |
ORG | JANUS DETROIT STREET TRUST ORGANICS ETFetf | $5,000 | 0.0% | 180 | 0.0% | 0.00% | 0.0% | |
TXN | Buy | TEXAS INSTRUMENTS INC COM | $5,000 | +66.7% | 40 | +29.0% | 0.00% | +50.0% |
MTW | MANITOWOC CO INC COM | $6,000 | +20.0% | 332 | 0.0% | 0.00% | 0.0% | |
ANSS | New | ANSYS INC COM | $6,000 | – | 29 | +100.0% | 0.00% | – |
TCEHY | Buy | TENCENT HOLDINGS LIMITED ADR UNSPONSOREDadr | $5,000 | 0.0% | 117 | +0.9% | 0.00% | 0.0% |
TSM | TAIWAN SEMICONDUCTOR MANUFACTU ADR SPONSORED | $5,000 | 0.0% | 128 | 0.0% | 0.00% | 0.0% | |
STLD | STEEL DYNAMICS INC COM | $6,000 | -14.3% | 210 | 0.0% | 0.00% | -25.0% | |
SO | New | SOUTHERN CO. COM | $5,000 | – | 90 | +100.0% | 0.00% | – |
COST | Buy | COSTCO WHOLESALE CORP COM | $5,000 | +150.0% | 18 | +100.0% | 0.00% | +200.0% |
DHR | New | DANAHER CORP COM | $5,000 | – | 37 | +100.0% | 0.00% | – |
MCHP | Buy | MICROCHIP TECHNOLOGY COM | $5,000 | – | 54 | +2600.0% | 0.00% | – |
WOR | WORTHINGTON INDUSTRIES INC COM | $3,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
LEN | New | LENNAR CORP COM CL A | $4,000 | – | 73 | +100.0% | 0.00% | – |
MPW | Buy | MEDICAL PROPERTIES TRUST INC COM | $3,000 | 0.0% | 172 | +1.2% | 0.00% | 0.0% |
MET | Sell | METLIFE INC COM | $3,000 | -70.0% | 52 | -78.4% | 0.00% | -66.7% |
NFG | New | NATIONAL FUEL GAS CO COM | $3,000 | – | 52 | +100.0% | 0.00% | – |
KEM | Buy | KEMET CORP COM | $4,000 | 0.0% | 222 | +0.5% | 0.00% | 0.0% |
JE | Buy | JUST ENERGY GROUP INC COM | $4,000 | +33.3% | 888 | +2.7% | 0.00% | 0.0% |
NVS | New | NOVARTIS AG ADR SPONSORED | $4,000 | – | 40 | +100.0% | 0.00% | – |
NUS | NU SKIN ENTERPRISES INC COM CL A | $4,000 | 0.0% | 82 | 0.0% | 0.00% | 0.0% | |
IAU | ISHARES GOLD TRUST ISHARES ETFetf | $3,000 | +50.0% | 200 | 0.0% | 0.00% | +100.0% | |
ORCL | Buy | ORACLE CORP COM | $4,000 | +300.0% | 65 | +441.7% | 0.00% | +100.0% |
IRDM | Buy | IRIDIUM COMMUNICATIONS INC COM | $3,000 | +200.0% | 131 | +138.2% | 0.00% | +100.0% |
PPG | New | PPG INDUSTRIES INC COM | $4,000 | – | 33 | +100.0% | 0.00% | – |
PANW | Buy | PALO ALTO NETWORKS INC COM | $4,000 | +100.0% | 18 | +157.1% | 0.00% | +100.0% |
PH | New | PARKER-HANNIFIN CORP COM | $3,000 | – | 19 | +100.0% | 0.00% | – |
HIGHLANDS REIT INC NSA | $4,000 | 0.0% | 10,000 | 0.0% | 0.00% | 0.0% | ||
HAL | Sell | HALLIBURTON CO COM | $4,000 | -99.2% | 170 | -99.0% | 0.00% | -99.2% |
HCA | HCA HEALTHCARE INC COM | $3,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
PSEC | Sell | PROSPECT CAPITAL CORPORATION COM | $3,000 | 0.0% | 439 | -16.4% | 0.00% | 0.0% |
QCOM | Sell | QUALCOMM INC COM | $3,000 | 0.0% | 44 | -21.4% | 0.00% | 0.0% |
RPD | RAPID7 INC COM | $3,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% | |
SIL | GLOBAL X FDS GLOBAL X SILVER ETFsilver etf | $3,000 | 0.0% | 104 | 0.0% | 0.00% | 0.0% | |
ROLL | New | RBC BEARINGS INC. COM | $3,000 | – | 15 | +100.0% | 0.00% | – |
RDSA | Buy | ROYAL DUTCH SHELL ADR SPONSORED | $4,000 | +33.3% | 56 | +1.8% | 0.00% | 0.0% |
GE | Sell | GENERAL ELECTRIC CO COM | $4,000 | -20.0% | 389 | -20.3% | 0.00% | -33.3% |
GWPH | GW PHARMACEUTICALS ADR SPONSORED | $3,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
EVBG | EVERBRIDGE INC COM | $4,000 | +33.3% | 40 | 0.0% | 0.00% | 0.0% | |
EQIX | New | EQUINIX INC COM | $3,000 | – | 5 | +100.0% | 0.00% | – |
ENB | Buy | ENBRIDGE INC COM | $4,000 | 0.0% | 100 | +1.0% | 0.00% | 0.0% |
ECL | New | ECOLAB INC COM | $3,000 | – | 15 | +100.0% | 0.00% | – |
EWBC | New | EAST WEST BANCORP INC COM | $3,000 | – | 58 | +100.0% | 0.00% | – |
HACK | ETF MANAGERS TRUST PRIME CYBR SCRTY ETFetf | $3,000 | 0.0% | 65 | 0.0% | 0.00% | 0.0% | |
SLB | Sell | SCHLUMBERGER LIMITED COM | $4,000 | -99.4% | 107 | -99.2% | 0.00% | -99.4% |
SMG | New | SCOTTS MIRACLE-GRO COMPANY COM CL A | $3,000 | – | 31 | +100.0% | 0.00% | – |
DX | Sell | DYNEX CAPITAL INC COM | $4,000 | 0.0% | 214 | -65.7% | 0.00% | 0.0% |
SRE | New | SEMPRA ENERGY COM | $4,000 | – | 31 | +100.0% | 0.00% | – |
NOW | New | SERVICENOW INC COM | $4,000 | – | 13 | +100.0% | 0.00% | – |
SJM | SMUCKER(J.M.)CO COM | $4,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% | |
SONY | New | SONY CORP ADR SPONSORED | $3,000 | – | 66 | +100.0% | 0.00% | – |
COO | New | COOPER COS INC COM | $3,000 | – | 10 | +100.0% | 0.00% | – |
TMUS | New | T-MOBILE US INC COM | $3,000 | – | 38 | +100.0% | 0.00% | – |
TDJ | Buy | TELEPHONE & DATA SYSTEMS INC 7 PRF SR NTS 15/03/2060 | $4,000 | +33.3% | 140 | +1.4% | 0.00% | 0.0% |
TER | Sell | TERADYNE INC COM | $3,000 | -25.0% | 65 | -35.0% | 0.00% | 0.0% |
TMO | New | THERMO FISHER SCIENTIFIC INC COM | $3,000 | – | 11 | +100.0% | 0.00% | – |
TWTR | New | TWITTER INC COM | $3,000 | – | 87 | +100.0% | 0.00% | – |
TWO | Buy | TWO HARBORS INVESMENT CORP COM NEW | $4,000 | 0.0% | 283 | +3.3% | 0.00% | 0.0% |
TSN | New | TYSON FOODS INC COM CL A | $3,000 | – | 42 | +100.0% | 0.00% | – |
UAA | UNDER ARMOUR INC COM CL A | $3,000 | +50.0% | 100 | 0.0% | 0.00% | +100.0% | |
UN | New | UNILEVER NV ADR SPONSORED | $3,000 | – | 54 | +100.0% | 0.00% | – |
COF | New | CAPITAL ONE FINANCIAL CORP COM | $4,000 | – | 40 | +100.0% | 0.00% | – |
GOOS | CANADA GOOSE HOLDINGS INC COM | $4,000 | -20.0% | 100 | 0.0% | 0.00% | -33.3% | |
CVS | New | CVS HEALTH CORPORATION COM | $4,000 | – | 73 | +100.0% | 0.00% | – |
CDW | New | CDW CORP COM | $3,000 | – | 24 | +100.0% | 0.00% | – |
BAX | BAXTER INTERNATIONAL INC COM | $4,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
BIDU | Sell | BAIDU INC ADR | $3,000 | -99.9% | 22 | -99.9% | 0.00% | -99.9% |
AVNS | AVANOS MEDICAL INC COM | $3,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% | |
AZPN | New | ASPEN TECHNOLOGY INC COM | $3,000 | – | 25 | +100.0% | 0.00% | – |
AXP | New | AMERICAN EXPRESS CO COM | $3,000 | – | 23 | +100.0% | 0.00% | – |
LNT | ALLIANT ENERGY CORP COM | $4,000 | +33.3% | 74 | 0.0% | 0.00% | 0.0% | |
AKAM | New | AKAMAI TECHNOLOGIES COM | $3,000 | – | 38 | +100.0% | 0.00% | – |
ZTS | New | ZOETIS INC COM CL A | $4,000 | – | 31 | +100.0% | 0.00% | – |
ALLE | New | ALLEGION PLC COM | $4,000 | – | 35 | +100.0% | 0.00% | – |
ACHC | New | ACADIA HEALTHCARE COM | $3,000 | – | 73 | +100.0% | 0.00% | – |
ALC | New | ALCON AG COM | $3,000 | – | 51 | +100.0% | 0.00% | – |
CB | New | CHUBB LIMITED COM | $3,000 | – | 21 | +100.0% | 0.00% | – |
CYBR | CYBER-ARK SOFTWARE LTD COM | $3,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
MSCI | New | MSCI INC COM | $4,000 | – | 15 | +100.0% | 0.00% | – |
MVO | Buy | MV OIL TRUST COM | $4,000 | 0.0% | 464 | +2.4% | 0.00% | 0.0% |
MRO | Buy | MARATHON OIL CORPORATION COM | $4,000 | -20.0% | 279 | +0.4% | 0.00% | -33.3% |
LIN | New | LINDE PLC COM | $2,000 | – | 12 | +100.0% | 0.00% | – |
MDLZ | Sell | MONDELEZ INTL INC COM CL A | $1,000 | -50.0% | 18 | -58.1% | 0.00% | 0.0% |
CX | Buy | CEMEX S.A.B. DE C.V. ADR SPONSOREDspon adr | $1,000 | 0.0% | 140 | +1.4% | 0.00% | 0.0% |
CCL | CARNIVAL CORP UNITS (COMPR 1 COM & 1 TR | $1,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
CSIQ | CANADIAN SOLAR INC COM | $1,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
OIH | VANECK VECTORS ETF TRUST OIL SVCS ETFetf | $2,000 | 0.0% | 129 | 0.0% | 0.00% | 0.0% | |
BSV | VANGUARD SHORT TRM BOND ETFetf | $2,000 | 0.0% | 26 | 0.0% | 0.00% | 0.0% | |
CHRW | New | CH ROBINSON WORLDWIDE INC COM | $1,000 | – | 9 | +100.0% | 0.00% | – |
MUFG | New | MITSUBISHI UFJ FIN GRP INC ADR SPONSORED | $2,000 | – | 336 | +100.0% | 0.00% | – |
BMRN | New | BIOMARIN PHARMACEUTICAL COM | $2,000 | – | 18 | +100.0% | 0.00% | – |
WRB | New | BERKLEY(W.R.)CORP COM | $2,000 | – | 33 | +100.0% | 0.00% | – |
BBVA | New | BANCO BILBAO VIZCAYA ARGENTARI ADR SPONSORED | $2,000 | – | 439 | +100.0% | 0.00% | – |
VER | Sell | VEREIT INC COM | $1,000 | -50.0% | 137 | -41.2% | 0.00% | 0.0% |
BOKF | New | BOK FINANCIAL CORP COM | $2,000 | – | 23 | +100.0% | 0.00% | – |
BBT | Sell | BB&T CORP COM | $2,000 | -33.3% | 39 | -38.1% | 0.00% | -50.0% |
L100PS | ARCONIC INC COM | $1,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
ABR | ARBOR REALTY TRUST INC COM | $1,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% | |
KTB | New | KONTOOR BRANDS INC COM | $1,000 | – | 25 | +100.0% | 0.00% | – |
APC | ANADARKO PETROLEUM CORP COM | $2,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% | |
KTOS | KRATOS DEFENSE & SECURITY SOLU COM | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
ERC | Buy | WELLS FARGO ADV MULTI-SECTOR I COMetf | $1,000 | 0.0% | 106 | +1.9% | 0.00% | 0.0% |
WU | Buy | WESTERN UNION COMPANY (THE) COM | $1,000 | 0.0% | 65 | +1.6% | 0.00% | 0.0% |
AEP | Sell | AUTOMATIC DATA PROCESSING INC COM | $1,000 | -75.0% | 5 | -88.9% | 0.00% | -50.0% |
WLL | WHITING PETROLEUM CORP COM | $2,000 | -33.3% | 106 | 0.0% | 0.00% | -50.0% | |
WMB | New | WILLIAMS COMPANIES INC COM | $1,000 | – | 24 | +100.0% | 0.00% | – |
ALE | ALLETE INC COM | $2,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% | |
ALXN | New | ALEXION PHARMACEUTICAL INC COM | $2,000 | – | 19 | +100.0% | 0.00% | – |
MMC | New | MARSH & MCLENNAN COMPANIES INC COM | $1,000 | – | 11 | +100.0% | 0.00% | – |
XIACY | New | XIAOMI CORPORATION ADR UNSPONSOREDadr | $1,000 | – | 155 | +100.0% | 0.00% | – |
APD | New | AIR PRODUCTS & CHEMICALS INC COM | $2,000 | – | 8 | +100.0% | 0.00% | – |
AMD | ADVANCED MICRO DEVICES INC COM | $2,000 | +100.0% | 50 | 0.0% | 0.00% | 0.0% | |
AAP | New | ADVANCE AUTO PARTS INC COM | $2,000 | – | 12 | +100.0% | 0.00% | – |
BIP | BROOKFIELD INFRASTRUCTURE PART LTD PARTNERS L.P. | $1,000 | 0.0% | 14 | 0.0% | 0.00% | 0.0% | |
FN | FABRINET COM | $2,000 | -33.3% | 50 | 0.0% | 0.00% | -50.0% | |
POOL | New | POOL CORPORATION COM | $2,000 | – | 10 | +100.0% | 0.00% | – |
JKHY | New | HENRY JACK & ASSOCIATES INC COM | $2,000 | – | 13 | +100.0% | 0.00% | – |
PRI | New | PRIMERICA INC COM | $2,000 | – | 15 | +100.0% | 0.00% | – |
INFO | New | IHS MARKIT LTD COM | $2,000 | – | 35 | +100.0% | 0.00% | – |
GRUB | New | GRUBHUB INC COM | $1,000 | – | 19 | +100.0% | 0.00% | – |
GWW | New | GRAINGER W W INC COM | $2,000 | – | 9 | +100.0% | 0.00% | – |
ROYTL | PACIFIC COAST OIL TR COM | $1,000 | 0.0% | 461 | 0.0% | 0.00% | 0.0% | |
LOW | LOWE'S COMPANIES INC COM | $1,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% | |
NVT | New | NVENT ELECTRIC PLC COM | $2,000 | – | 63 | +100.0% | 0.00% | – |
TRTN | New | TRITON INTL LTD COM CL A | $2,000 | – | 65 | +100.0% | 0.00% | – |
O | New | REALTY INCOME CORP COM | $1,000 | – | 12 | +100.0% | 0.00% | – |
WLDCF | Sell | ICC INTL CANNABIS CORP NEW COM | $1,000 | -50.0% | 4,900 | -10.1% | 0.00% | 0.0% |
SNSR | GLOBAL X FDS INTERNET OF THNG ETFetf | $1,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% | |
MXIM | New | MAXIM INTEGRATED PRODUCTS COM | $1,000 | – | 9 | +100.0% | 0.00% | – |
LII | New | LENNOX INTERNATIONAL INC COM | $2,000 | – | 9 | +100.0% | 0.00% | – |
INGN | New | INOGEN INC COM | $2,000 | – | 30 | +100.0% | 0.00% | – |
SPDW | Buy | SPDR INDEX SHARES FUNDS PORTFOLIO DEVLPD ETFetf | $2,000 | +100.0% | 71 | +173.1% | 0.00% | 0.0% |
FTXN | Sell | FIRST TR EXCHANGE TRADED FD VI NASDQ OIL GAS ETFetf | $2,000 | 0.0% | 113 | -1.7% | 0.00% | 0.0% |
SPYG | SPDR SERIES TRUST PRTFLO S&P500 GW ETFetf | $1,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% | |
IBKR | New | INTERACTIVE BROKERS GROUP INC COM CL A | $2,000 | – | 29 | +100.0% | 0.00% | – |
FNMA | FED NATIONAL MTG ASSN COM | $1,000 | 0.0% | 442 | 0.0% | 0.00% | 0.0% | |
FMCC | FED HOME LOAN MTG CORP COM | $2,000 | 0.0% | 609 | 0.0% | 0.00% | 0.0% | |
FLIR | New | FLIR SYSTEMS INC COM | $2,000 | – | 37 | +100.0% | 0.00% | – |
EXPD | New | EXPEDTRS INTL WASH COM | $2,000 | – | 30 | +100.0% | 0.00% | – |
IQ | IQIYI INC ADR | $1,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
M | Buy | MACY'S INC COM | $1,000 | 0.0% | 57 | +1.8% | 0.00% | 0.0% |
ELS | New | EQY LIFESTYLE PROP INC COM | $2,000 | – | 18 | +100.0% | 0.00% | – |
ABT | New | ABBOTT LABORATORIES COM | $1,000 | – | 16 | +100.0% | 0.00% | – |
ELAN | New | ELANCO ANIMAL HEALTH INC COM | $2,000 | – | 55 | +100.0% | 0.00% | – |
CRRC CORPORATION LIMITED COM | $1,000 | 0.0% | 1,400 | 0.0% | 0.00% | 0.0% | ||
EBAY | EBAY INC COM | $2,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
PAYX | New | PAYCHEX INC COM | $2,000 | – | 20 | +100.0% | 0.00% | – |
SCHW | New | SCHWAB(CHARLES)CORP COM | $2,000 | – | 58 | +100.0% | 0.00% | – |
DLTR | DOLLAR TREE INC COM | $1,000 | 0.0% | 7 | 0.0% | 0.00% | 0.0% | |
DOCU | New | DOCUSIGN INC COM | $1,000 | – | 25 | +100.0% | 0.00% | – |
OCSL | Sell | OAKTREE SPECIALTY LENDING CORP COM | $2,000 | 0.0% | 310 | -23.1% | 0.00% | 0.0% |
CFR | New | CULLEN FROST BANKERS COM | $2,000 | – | 21 | +100.0% | 0.00% | – |
CCI | Sell | CROWN CASTLE INTL CORP COM | $2,000 | -50.0% | 12 | -57.1% | 0.00% | -50.0% |
DHY | Buy | CRED SUIS HI YL BD SH BEN INTsh ben int | $2,000 | 0.0% | 883 | +2.3% | 0.00% | 0.0% |
SBNY | New | SIGNATURE BANK COM | $2,000 | – | 15 | +100.0% | 0.00% | – |
NVG | NUVEEN AMT FREE MUN CR COMetf | $1,000 | – | 33 | 0.0% | 0.00% | – | |
SPG | Sell | SIMON PROPERTY GROUP INC COM | $1,000 | -66.7% | 7 | -61.1% | 0.00% | -50.0% |
SITE | New | SITEONE LANDSCAPE SUPPLY INC COM | $2,000 | – | 28 | +100.0% | 0.00% | – |
SNA | New | SNAP-ON INC COM | $2,000 | – | 12 | +100.0% | 0.00% | – |
CPRT | New | COPART INC COM | $2,000 | – | 28 | +100.0% | 0.00% | – |
NZF | Buy | NUVEEN DIVID ADVANTAGE MUN FD COM SH BEN INTetf | $2,000 | 0.0% | 124 | +1.6% | 0.00% | 0.0% |
SPLK | New | SPLUNK INC COM | $2,000 | – | 15 | +100.0% | 0.00% | – |
IGV | ISHARES TRUST EXPANDED TECH SOFTWAREetf | $2,000 | 0.0% | 9 | 0.0% | 0.00% | 0.0% | |
SUI | New | SUN COMMUNITIES INC COM | $2,000 | – | 17 | +100.0% | 0.00% | – |
CLX | CLOROX CO COM | $1,000 | 0.0% | 5 | 0.0% | 0.00% | 0.0% | |
CMG | New | CHIPOTLE MEXICAN GRILL COM | $2,000 | – | 3 | +100.0% | 0.00% | – |
NTNX | New | NUTANIX INC COM CL A | $1,000 | – | 40 | +100.0% | 0.00% | – |
CAKE | New | CHEESECAKE FACTORY COM | $1,000 | – | 18 | +100.0% | 0.00% | – |
SLV | ISHARES SILVER TRUST ISHARES ETFsilver etf | $2,000 | 0.0% | 170 | 0.0% | 0.00% | 0.0% | |
CRL | New | CHARLES RIVER LABORATORIES COM | $2,000 | – | 12 | +100.0% | 0.00% | – |
IEMG | ISHARES INC CORE MSCI EMKT ETFetf | $2,000 | 0.0% | 39 | 0.0% | 0.00% | 0.0% | |
THO | New | THOR INDUSTRIES COM | $1,000 | – | 21 | +100.0% | 0.00% | – |
LUMN | Buy | CENTURYLINK INC COM | $1,000 | 0.0% | 91 | +2.2% | 0.00% | 0.0% |
TW | New | TRADEWEB MARKETS INC COM CL A | $1,000 | – | 12 | +100.0% | 0.00% | – |
NDSN | New | NORDSON CORP COM | $2,000 | – | 16 | +100.0% | 0.00% | – |
UBER | New | UBER TECHNOLOGIES INC COM | $1,000 | – | 32 | +100.0% | 0.00% | – |
NI | NISOURCE INC COM | $2,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% | |
KMI | Buy | KINDER MORGAN INC COM | $2,000 | 0.0% | 113 | +0.9% | 0.00% | 0.0% |
UPS | Sell | UNITED PARCEL SERVICE INC COM CL B | $2,000 | -33.3% | 22 | -12.0% | 0.00% | -50.0% |
AVGO | New | BROADCOM INC COM | $0 | – | 1 | +100.0% | 0.00% | – |
EGMIQ | ELECTRONIC GAME CARD INC COM | $0 | – | 1,700 | 0.0% | 0.00% | – | |
WAB | Exit | WABTEC CORP COM | $0 | – | -2 | -100.0% | 0.00% | – |
SNH | Buy | SENIOR HOUSING PROPERTY TRUST SH BEN INT | $0 | -100.0% | 54 | +1.9% | 0.00% | -100.0% |
SEII | SHARING ECONOMY INTL INC COM | $0 | – | 3 | 0.0% | 0.00% | – | |
ADMP | ADAMIS PHARMAS CORP COM | $0 | – | 73 | 0.0% | 0.00% | – | |
EDIG | E DIGITAL CORP COM | $0 | – | 1,000 | 0.0% | 0.00% | – | |
VC | VISTEON CORPORATION COM | $0 | – | 2 | 0.0% | 0.00% | – | |
SPWR | Exit | SUNPOWER CORP COM | $0 | – | -45 | -100.0% | 0.00% | – |
AAIR | AVANTAIR INC COM | $0 | – | 300 | 0.0% | 0.00% | – | |
TCS | CONTAINER STORE GRP INC (THE) COM | $0 | – | 35 | 0.0% | 0.00% | – | |
GCL-POLY ENERGY HOLDINGS LTD COM | $0 | – | 4,000 | 0.0% | 0.00% | – | ||
WLTGQ | WALTER ENERGY INC COM | $0 | – | 11 | 0.0% | 0.00% | – | |
New | SC HLDGS CORP COM (PHYSICAL ONLY) | $0 | – | 1 | +100.0% | 0.00% | – | |
GASFRAC ENERGY SERVICES INC COM | $0 | – | 1,000 | 0.0% | 0.00% | – | ||
PLD | New | PROLOGIS INC COM | $0 | – | 4 | +100.0% | 0.00% | – |
ES | New | EVERSOURCE ENERGY COM | $0 | – | 2 | +100.0% | 0.00% | – |
LDKYQ | LDK SOLAR CO LTD ADR TERMINATION 4/25/19 | $0 | – | 400 | 0.0% | 0.00% | – | |
MO | Sell | ALTRIA GROUP INC COM | $0 | -100.0% | 9 | -99.8% | 0.00% | -100.0% |
CGAU | CENTERRA GOLD INC COM | $0 | – | 19 | 0.0% | 0.00% | – | |
AUMN | GOLDEN MINERALS CO COM | $0 | – | 20 | 0.0% | 0.00% | – | |
DVLP | New | GOLDEN DEVELOPING SOLUTIONS IN COM | $0 | – | 7,500 | +100.0% | 0.00% | – |
HYGS | HYDROGENICS CORPORATION NEW COM | $0 | – | 8 | 0.0% | 0.00% | – | |
AA | ALCOA CORPORATION COM | $0 | – | 11 | 0.0% | 0.00% | – | |
CNNXF | CANNAMERICA BRANDS CORP COM | $0 | -100.0% | 3,600 | 0.0% | 0.00% | -100.0% | |
CBDS | CANNABIS SATIVA INC COM | $0 | – | 93 | 0.0% | 0.00% | – | |
YGEHY | YINGLI GREEN ENERGY HOLDING CO ADR | $0 | – | 225 | 0.0% | 0.00% | – | |
MYL | MYLAN NV COM | $0 | – | 10 | 0.0% | 0.00% | – | |
OKE | Sell | ONEOK INC COM | $0 | -100.0% | 4 | -91.3% | 0.00% | -100.0% |
XHE | Exit | SPDR SERIES TRUST HLTH CR EQUIP ETFetf | $0 | – | -23 | -100.0% | -0.00% | – |
KWEB | Exit | KRANESHARES TR CSI CHI INTERNET ETFetf | $0 | – | -18 | -100.0% | -0.00% | – |
KARS | Exit | KRANESHARES TR ELEC VEH FUTUR ETFetf | $0 | – | -100 | -100.0% | -0.00% | – |
SWM | Exit | SCHWEITZER-MAUDUIT INTL INC COM | $0 | – | -25 | -100.0% | -0.00% | – |
CY | Exit | CYPRESS SEMICONDUCTOR CORP COM | $0 | – | -100 | -100.0% | -0.00% | – |
SPOT | Exit | SPOTIFY TECHNOLOGY S.A. COM | $0 | – | -4 | -100.0% | -0.00% | – |
KR | Exit | KROGER CO COM | $0 | – | -69 | -100.0% | -0.00% | – |
GPMT | Exit | GRANITE POINT MTG TRUST INC COM | $0 | – | -52 | -100.0% | -0.00% | – |
STM | Exit | STMICROELECTRONICS ADR SPONSOREDspon adr | $0 | – | -51 | -100.0% | -0.00% | – |
ISFCL | Exit | ING GROEP N.V. 6.375(percent) PRF PERPETUAL HYBRIDpreferred | $0 | – | -69 | -100.0% | -0.00% | – |
BHF | Exit | BRIGHTHOUSE FINL INC COM | $0 | – | -16 | -100.0% | -0.00% | – |
PJP | Exit | INVESCO EXCHANGE TRADED FD TR DYNMC PHRMCTLS ETFetf | $0 | – | -30 | -100.0% | -0.00% | – |
EMR | Exit | EMERSON ELECTRIC CO COM | $0 | – | -46 | -100.0% | -0.00% | – |
BCE | Exit | BCE INC COM | $0 | – | -73 | -100.0% | -0.00% | – |
HSBC | Exit | HSBC HOLDINGS PLC ADR SPONSORED | $0 | – | -66 | -100.0% | -0.00% | – |
PM | Exit | PHILIP MORRIS INTL INC COM | $0 | – | -34 | -100.0% | -0.00% | – |
SLYG | Exit | SPDR SERIES TRUST S&P 600 SMCP GRW ETFetf | $0 | – | -52 | -100.0% | -0.00% | – |
MRK | Exit | MERCK & CO INC COM | $0 | – | -51 | -100.0% | -0.00% | – |
RVNC | Exit | REVANCE THERAPEUTICS INC COM | $0 | – | -200 | -100.0% | -0.00% | – |
DLR | Exit | DIGITAL REALTY TRUST INC COM | $0 | – | -28 | -100.0% | -0.00% | – |
GS | Exit | GOLDMAN SACHS GROUP INC COM | $0 | – | -14 | -100.0% | -0.00% | – |
TD | Exit | TORONTO-DOMINION BANK COM | $0 | – | -52 | -100.0% | -0.00% | – |
TTE | Exit | TOTAL SA ADR SPONSORED | $0 | – | -78 | -100.0% | -0.00% | – |
RDSB | Exit | ROYAL DUTCH SHELL ADR SPONSORED | $0 | – | -42 | -100.0% | -0.00% | – |
HBAN | Exit | HUNTINGTON BANCSHARES INC COM | $0 | – | -312 | -100.0% | -0.00% | – |
IBM | Exit | INTERNATIONAL BUS MACH CORP COM | $0 | – | -37 | -100.0% | -0.00% | – |
TRP | Exit | TRANSCANADA CORPORATION COM | $0 | – | -113 | -100.0% | -0.00% | – |
SNPS | Exit | SYNOPSYS INC COM | $0 | – | -64 | -100.0% | -0.00% | – |
Exit | FT 7671 PRIME INCOME AND 11/09/20uit | $0 | – | -1,457 | -100.0% | -0.01% | – | |
BMS | Exit | BEMIS CO INC COM | $0 | – | -2,120 | -100.0% | -0.06% | – |
DWDP | Exit | DOWDUPONT INC COM | $0 | – | -6,014 | -100.0% | -0.18% | – |
OLN | Exit | OLIN CORP COM | $0 | – | -13,852 | -100.0% | -0.18% | – |
MOS | Exit | MOSAIC CO COM | $0 | – | -14,910 | -100.0% | -0.22% | – |
FXN | Exit | FIRST TRUST EXCH TRADED FUND 2 ENERGY ALPHADX ETFetf | $0 | – | -206,551 | -100.0% | -1.48% | – |
FXR | Exit | FIRST TRUST EXCH TRADED FUND 2 INDLS PROD DUR ETFetf | $0 | – | -74,753 | -100.0% | -1.65% | – |
FXH | Exit | FIRST TRUST EXCH TRADED FUND 2 HLTH CARE ALPH ETFetf | $0 | – | -49,479 | -100.0% | -2.09% | – |
FXZ | Exit | FIRST TRUST EXCH TRADED FUND 2 MATERIALS ALPH ETFetf | $0 | – | -103,035 | -100.0% | -2.16% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-08-07
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.