$192 Million is the total value of Winch Advisory Services, LLC's 364 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 32.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NEAR | Buy | ISHARES US ETF TRUST SHT MAT BD ETFetf | $16,549,000 | +2.3% | 328,752 | +2.3% | 8.62% | +2.2% |
| SPTM | Buy | SPDR SERIES TRUST PORTFOLIO TL STK ETFetf | $15,018,000 | +1.5% | 408,775 | +0.7% | 7.82% | +1.4% |
| AAPL | Sell | APPLE INC COM | $14,356,000 | +12.5% | 64,098 | -0.5% | 7.48% | +12.5% |
| AMZN | Buy | AMAZON COM INC COM | $14,347,000 | -6.1% | 8,265 | +2.4% | 7.47% | -6.2% |
| MSFT | Buy | MICROSOFT CORP COM | $10,332,000 | +7.4% | 74,314 | +3.5% | 5.38% | +7.3% |
| BIL | Buy | SPDR SERIES TRUST SPDR BLOOMBERG ETFetf | $10,094,000 | +33.7% | 110,208 | +33.7% | 5.26% | +33.6% |
| SPMD | Buy | SPDR SERIES TRUST PORTFOLIO MD ETFetf | $9,884,000 | -0.4% | 291,641 | +0.2% | 5.15% | -0.4% |
| SPSB | Buy | SPDR SERIES TRUST PORTFOLIO SHORT ETFetf | $8,973,000 | +93.7% | 290,867 | +93.3% | 4.67% | +93.6% |
| SPEM | Buy | SPDR INDEX SHARES FUNDS PORTFOLIO EMG MK ETFetf | $8,555,000 | -3.5% | 249,564 | +0.8% | 4.46% | -3.5% |
| GOOG | Buy | ALPHABET INC COM CL C | $6,962,000 | +13.4% | 5,711 | +0.5% | 3.63% | +13.3% |
| SPYV | Buy | SPDR SERIES TRUST PRTFLO S&P500 VL ETFetf | $5,200,000 | +3.7% | 162,712 | +1.5% | 2.71% | +3.7% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC COM CL Bcl b new | $4,466,000 | -3.1% | 21,468 | -0.7% | 2.33% | -3.1% |
| SYK | Buy | STRYKER CORP COM | $4,317,000 | +16.8% | 19,956 | +11.0% | 2.25% | +16.7% |
| CRM | Buy | SALESFORCE.COM INC COM | $3,557,000 | -1.5% | 23,961 | +0.6% | 1.85% | -1.6% |
| NFLX | Sell | NETFLIX INC COM | $3,411,000 | -29.1% | 12,746 | -2.7% | 1.78% | -29.1% |
| VLO | Sell | VALERO ENERGY CORP COM | $3,239,000 | -2.6% | 37,993 | -2.2% | 1.69% | -2.7% |
| BP | Buy | BP ADR SPONSORED | $3,219,000 | -8.4% | 84,725 | +0.6% | 1.68% | -8.5% |
| BABA | Buy | ALIBABA GROUP HOLDING LTD ADRspon adr | $3,081,000 | -1.1% | 18,425 | +0.2% | 1.60% | -1.2% |
| V | Buy | VISA INC COM CL A | $2,820,000 | +4.6% | 16,395 | +5.5% | 1.47% | +4.6% |
| CSCO | Buy | CISCO SYSTEMS INC COM | $2,661,000 | -8.3% | 53,854 | +1.6% | 1.39% | -8.3% |
| EOG | Sell | EOG RESOURCES INC COM | $2,650,000 | -21.9% | 35,700 | -2.0% | 1.38% | -21.9% |
| ADBE | Buy | ADOBE INC COM | $2,472,000 | -3.9% | 8,947 | +2.5% | 1.29% | -4.0% |
| PYPL | Buy | PAYPAL HOLDINGS INC COM | $2,446,000 | -3.7% | 23,609 | +6.4% | 1.27% | -3.8% |
| CVX | Buy | CHEVRON CORPORATION COM | $1,839,000 | -4.2% | 15,503 | +0.5% | 0.96% | -4.2% |
| XOM | Sell | EXXON MOBIL CORPORATION COM | $1,823,000 | -8.6% | 25,818 | -0.8% | 0.95% | -8.7% |
| NVDA | Buy | NVIDIA CORP COM | $1,709,000 | +9.3% | 9,816 | +3.1% | 0.89% | +9.2% |
| COP | Sell | CONOCOPHILLIPS COM | $1,309,000 | -9.9% | 22,966 | -3.6% | 0.68% | -9.9% |
| SPIB | Buy | SPDR SERIES TRUST PORTFOLIO INTRMD ETFetf | $1,288,000 | +3.0% | 36,499 | +2.0% | 0.67% | +3.1% |
| SPY | Sell | SPDR S&P500 ETF TRUST TR UNIT ETFtr unit | $1,261,000 | -2.9% | 4,248 | -4.1% | 0.66% | -2.8% |
| FANG | Sell | DIAMONDBACK ENERGY INC COM | $1,171,000 | -17.6% | 13,019 | -0.2% | 0.61% | -17.6% |
| FB | Buy | FACEBOOK INC COM CL A | $1,156,000 | +9.1% | 6,494 | +18.3% | 0.60% | +9.1% |
| DIS | Buy | WALT DISNEY COMPANY (THE) COM | $984,000 | +263.1% | 7,548 | +288.3% | 0.51% | +263.1% |
| XOP | Sell | SPDR SERIES TRUST S&P OILGAS EXP ETFetf | $951,000 | -66.2% | 42,548 | -58.8% | 0.50% | -66.3% |
| GLD | Sell | SPDR GOLD TRUST GOLD SHS ETFgold etf | $903,000 | +2.7% | 6,501 | -1.4% | 0.47% | +2.6% |
| NOC | Buy | NORTHROP GRUMMAN CORP COM | $881,000 | +17.0% | 2,350 | +0.9% | 0.46% | +17.1% |
| ROP | Buy | ROPER TECHNOLOGIES INC COM | $801,000 | +1.0% | 2,246 | +3.7% | 0.42% | +1.0% |
| AGGY | Buy | WISDOMTREE TRUST YLD ENH US AGGREGATE BD FDetf | $741,000 | +219.4% | 14,172 | +213.0% | 0.39% | +219.0% |
| MMM | Buy | 3M COMPANY COM | $671,000 | -5.1% | 4,080 | +0.0% | 0.35% | -5.2% |
| WEC | Buy | WEC ENERGY GROUP INC COM | $638,000 | +14.5% | 6,714 | +0.5% | 0.33% | +14.5% |
| JPM | Buy | JPMORGAN CHASE & CO. COM | $596,000 | +38.0% | 5,064 | +31.0% | 0.31% | +37.8% |
| SPIP | Buy | SPDR SERIES TRUST PORTFLI TIPS ETFetf | $586,000 | +5.2% | 20,537 | +108.6% | 0.30% | +5.2% |
| ULST | Buy | SSGA ACTIVE ETF TR ULT SHT TRM BD ETFetf | $582,000 | +0.5% | 14,407 | +0.7% | 0.30% | +0.3% |
| JNJ | Sell | JOHNSON & JOHNSON COM | $498,000 | -7.4% | 3,848 | -0.3% | 0.26% | -7.5% |
| DK | Buy | DELEK US HOLDINGS INC COM | $467,000 | -8.3% | 12,868 | +2.4% | 0.24% | -8.3% |
| VTI | Sell | VANGUARD TOTAL STK MKT ETFetf | $451,000 | -6.2% | 2,990 | -6.6% | 0.24% | -6.4% |
| VZ | Buy | VERIZON COMMUNICATIONS COM | $445,000 | +9.3% | 7,374 | +3.4% | 0.23% | +9.4% |
| APY | Buy | APERGY CORPORATION COM | $405,000 | -15.4% | 14,979 | +4.9% | 0.21% | -15.6% |
| PG | Buy | PROCTER & GAMBLE CO COM | $389,000 | +14.1% | 3,129 | +0.5% | 0.20% | +14.0% |
| NUE | Buy | NUCOR CORP COM | $368,000 | -0.5% | 7,229 | +7.8% | 0.19% | -0.5% |
| MA | Buy | MASTERCARD INCORPORATED COM CL A | $364,000 | +300.0% | 1,341 | +288.7% | 0.19% | +304.3% |
| NKE | Buy | NIKE INC COM CL B | $364,000 | +427.5% | 3,874 | +373.6% | 0.19% | +427.8% |
| T | Sell | AT&T INC COM | $355,000 | +12.0% | 9,389 | -0.9% | 0.18% | +12.1% |
| MCD | Buy | MCDONALD'S CORPORATION COM | $335,000 | +5.3% | 1,559 | +1.7% | 0.17% | +4.8% |
| GOOGL | Sell | ALPHABET INC COM CL A | $314,000 | +5.0% | 257 | -6.9% | 0.16% | +5.1% |
| VOT | Buy | VANGUARD MCAP GR IDXVIP ETFetf | $306,000 | +0.3% | 2,063 | +1.2% | 0.16% | 0.0% |
| COST | Buy | COSTCO WHOLESALE CORP COM | $301,000 | +5920.0% | 1,043 | +5694.4% | 0.16% | +5133.3% |
| MDT | Buy | MEDTRONIC PLC COM | $290,000 | +281.6% | 2,669 | +243.5% | 0.15% | +277.5% |
| UTX | Buy | UNITED TECHNOLOGIES CORP COM | $267,000 | +238.0% | 1,957 | +224.0% | 0.14% | +239.0% |
| SBUX | Buy | STARBUCKS CORP COM | $237,000 | +1028.6% | 2,677 | +958.1% | 0.12% | +1018.2% |
| AGZ | Buy | ISHARES TRUST AGENCY BOND ETFetf | $234,000 | +1.7% | 2,011 | +0.6% | 0.12% | +1.7% |
| EBAY | Buy | EBAY INC COM | $221,000 | +10950.0% | 5,677 | +9361.7% | 0.12% | +11400.0% |
| IBB | Sell | ISHARES TRUST NASDAQ BIOTECH ETFbiotech etf | $213,000 | -15.5% | 2,145 | -7.1% | 0.11% | -15.3% |
| FIS | FIDELITY NATIONAL INFORMATION COM | $199,000 | +8.2% | 1,500 | 0.0% | 0.10% | +8.3% | |
| FCX | Sell | FREEPORT-MCMORAN INC COM CL B | $196,000 | -81.0% | 20,461 | -76.9% | 0.10% | -81.0% |
| WBT | WELBILT INC COM | $192,000 | +1.1% | 11,372 | 0.0% | 0.10% | +1.0% | |
| KMB | Buy | KIMBERLY CLARK CORP COM | $165,000 | +6.5% | 1,161 | +0.1% | 0.09% | +6.2% |
| XLE | Sell | SELECT SECTOR SPDR TRUST ENERGY ETFetf | $148,000 | -7.5% | 2,492 | -1.1% | 0.08% | -7.2% |
| FCG | Sell | FIRST TR EXCHANGE NAT GAS ETFetf | $146,000 | -69.1% | 12,781 | -60.7% | 0.08% | -69.1% |
| WFC | Buy | WELLS FARGO & COMPANY COM | $141,000 | +7.6% | 2,793 | +0.8% | 0.07% | +7.4% |
| BA | Buy | BOEING CO COM | $138,000 | +19.0% | 364 | +14.1% | 0.07% | +20.0% |
| KLAC | KLA CORPORATION COM | $116,000 | +34.9% | 728 | 0.0% | 0.06% | +33.3% | |
| IWM | Sell | ISHARES RUSSELL 2000 ETFetf | $115,000 | -8.0% | 760 | -5.2% | 0.06% | -7.7% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP ETFetf | $113,000 | -4.2% | 321 | -3.3% | 0.06% | -3.3% |
| AMCR | AMCOR PLC COM | $106,000 | -15.2% | 10,872 | 0.0% | 0.06% | -15.4% | |
| SPAB | New | SPDR SERIES TRUST PORTFOLIO AGRGTE ETFetf | $103,000 | – | 3,465 | +100.0% | 0.05% | – |
| USFR | Sell | WISDOMTREE TRUST FLOATNG RAT TREA ETFetf | $101,000 | -1.9% | 4,047 | -1.7% | 0.05% | -1.9% |
| IVV | ISHARES TRUST CORE S&P500 ETFs&p 500 etf | $97,000 | +2.1% | 324 | 0.0% | 0.05% | +2.0% | |
| VHT | Sell | VANGUARD HEALTH CAR ETFetf | $98,000 | -7.5% | 583 | -4.3% | 0.05% | -7.3% |
| HON | Buy | HONEYWELL INTERNATIONAL INC COM | $96,000 | -2.0% | 565 | +0.5% | 0.05% | -2.0% |
| UNH | Buy | UNITEDHEALTH GROUP INC COM | $91,000 | -10.8% | 421 | +0.5% | 0.05% | -11.3% |
| WM | Buy | WASTE MANAGEMENT INC COM | $90,000 | 0.0% | 783 | +0.5% | 0.05% | 0.0% |
| CAT | Sell | CATERPILLAR INC COM | $89,000 | -8.2% | 703 | -1.3% | 0.05% | -9.8% |
| CVE | Sell | CENOVUS ENERGY INC COM | $89,000 | 0.0% | 9,531 | -5.1% | 0.05% | 0.0% |
| CELG | Sell | CELGENE CORP COM | $84,000 | -3.4% | 847 | -10.5% | 0.04% | -2.2% |
| WMT | Buy | WALMART INC COM | $82,000 | +7.9% | 693 | +0.3% | 0.04% | +7.5% |
| IEO | Sell | ISHARES TRUST US OIL GS EX ETFetf | $83,000 | -21.7% | 1,619 | -14.2% | 0.04% | -21.8% |
| VGK | Sell | VANGUARD FTSE EUROPE ETFetf | $81,000 | -12.0% | 1,506 | -9.8% | 0.04% | -12.5% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC COM | $80,000 | +66.7% | 1,452 | +65.9% | 0.04% | +68.0% |
| EEM | Sell | ISHARES TRUST MSCI EMG MKT ETFetf | $76,000 | -12.6% | 1,868 | -7.8% | 0.04% | -11.1% |
| IYR | Sell | iShares U.S. Real Estate ETFetf | $74,000 | +1.4% | 789 | -5.1% | 0.04% | +2.6% |
| TSLA | TESLA INC COM | $71,000 | +7.6% | 294 | 0.0% | 0.04% | +8.8% | |
| QQQ | Sell | INVESCO QQQ TRUST UNIT SER 1 ETFetf | $67,000 | -2.9% | 352 | -4.9% | 0.04% | -2.8% |
| XEL | Buy | XCEL ENERGY INC COM | $67,000 | +9.8% | 1,026 | +0.7% | 0.04% | +9.4% |
| PEP | Buy | PEPSICO INC COM | $67,000 | +6.3% | 485 | +0.6% | 0.04% | +6.1% |
| FAX | Buy | ABERDEEN ASIA PACI COM | $66,000 | +1.5% | 15,659 | +1.3% | 0.03% | 0.0% |
| SHAG | Buy | WISDOMTREE TRUST YIELD ENHANCED ETFetf | $63,000 | +1.6% | 1,243 | +0.6% | 0.03% | +3.1% |
| USO | Sell | United States Oil Fund LPetf | $62,000 | -11.4% | 5,446 | -6.6% | 0.03% | -11.1% |
| HEES | Buy | H&E EQUIPMENT SERVICES LLC COM | $59,000 | 0.0% | 2,061 | +1.0% | 0.03% | 0.0% |
| KO | Buy | COCA-COLA CO COM | $57,000 | +7.5% | 1,043 | +0.7% | 0.03% | +7.1% |
| ATVI | Sell | Activision Blizzard, Inc. | $57,000 | +5.6% | 1,079 | -5.2% | 0.03% | +7.1% |
| ASH | Buy | ASHLAND GLOBAL HOLDINGS INC COM | $56,000 | -3.4% | 726 | +0.4% | 0.03% | -3.3% |
| LMT | LOCKHEED MARTIN CORP COM | $54,000 | +8.0% | 138 | 0.0% | 0.03% | +7.7% | |
| XAR | Buy | SPDR SERIES TRUST AEROSPACE DEF ETFetf | $53,000 | +3.9% | 496 | +0.4% | 0.03% | +3.7% |
| RTN | Buy | RAYTHEON CO COM | $52,000 | +13.0% | 265 | +0.4% | 0.03% | +12.5% |
| PKW | INVESCO EXCHANGE TRADED FD TR BUYBACK ACHIEV ETFetf | $48,000 | 0.0% | 766 | 0.0% | 0.02% | 0.0% | |
| XLC | Buy | SELECT SECTOR SPDR TRUST COMMUNICATION ETFetf | $48,000 | 0.0% | 979 | +0.3% | 0.02% | 0.0% |
| ITW | Sell | ILLINOIS TOOL WORKS INC COM | $48,000 | +2.1% | 309 | -1.0% | 0.02% | +4.2% |
| PFE | Sell | PFIZER INC COM | $48,000 | -34.2% | 1,337 | -20.8% | 0.02% | -34.2% |
| DIA | Buy | SPDR DOW JONES IND UT SER 1 ETFetf | $45,000 | +2.3% | 168 | +0.6% | 0.02% | 0.0% |
| VVV | Buy | VALVOLINE INC COM | $44,000 | +12.8% | 2,004 | +0.5% | 0.02% | +15.0% |
| BCML | BAYCOM CORP COM | $45,000 | +2.3% | 2,000 | 0.0% | 0.02% | 0.0% | |
| GSK | Buy | GLAXOSMITHKLINE ADR SPONSORED | $44,000 | +7.3% | 1,029 | +1.2% | 0.02% | +9.5% |
| AFL | Buy | AFLAC INC COM | $42,000 | -4.5% | 806 | +0.5% | 0.02% | -4.3% |
| ABBV | Sell | ABBVIE INC COM | $43,000 | +2.4% | 570 | -0.3% | 0.02% | 0.0% |
| F | Buy | FORD MOTOR CO COM | $40,000 | -9.1% | 4,412 | +3.5% | 0.02% | -8.7% |
| LYB | Sell | LYONDELLBASELL INDUSTRIES N V COM | $41,000 | -87.4% | 453 | -88.0% | 0.02% | -87.6% |
| PSX | Buy | PHILLIPS 66 COM | $39,000 | +11.4% | 378 | +0.8% | 0.02% | +11.1% |
| XLF | Sell | SELECT SECTOR SPDR TRUST SBI INT-FINL ETFetf | $39,000 | -27.8% | 1,409 | -27.6% | 0.02% | -28.6% |
| OSK | Sell | OSHKOSH CORPORATION COM | $39,000 | -23.5% | 512 | -15.8% | 0.02% | -25.9% |
| EMN | Sell | EASTMAN CHEMICAL CO COM | $37,000 | -15.9% | 506 | -10.9% | 0.02% | -17.4% |
| XLK | Buy | SELECT SECTOR SPDR TRUST TECHNOLOGY ETFetf | $37,000 | +2.8% | 461 | +0.2% | 0.02% | 0.0% |
| VUG | New | VANGUARD GROWTH ETFetf | $36,000 | – | 215 | +100.0% | 0.02% | – |
| SPLG | Sell | SPDR SERIES TRUST PORTFOLIO LR ETFetf | $35,000 | 0.0% | 1,007 | -0.8% | 0.02% | 0.0% |
| INTC | Buy | INTEL CORP COM | $35,000 | +9.4% | 677 | +0.7% | 0.02% | +5.9% |
| WELL | Buy | WELLTOWER INC COM | $34,000 | +13.3% | 372 | +0.8% | 0.02% | +12.5% |
| VYM | Buy | VANGUARD HIGH DIV YLD ETFetf | $33,000 | +3.1% | 369 | +0.8% | 0.02% | 0.0% |
| CHOICE BANCORP INC COM | $33,000 | +6.5% | 1,000 | 0.0% | 0.02% | +6.2% | ||
| XLV | Buy | SELECT SECTOR SPDR TRUST SBI HEALTHCARE ETFetf | $30,000 | -3.2% | 335 | +0.6% | 0.02% | 0.0% |
| AGG | ISHARES TRUST CORE US AGGBD ET ETFcore totusbd etf | $31,000 | +3.3% | 270 | 0.0% | 0.02% | 0.0% | |
| INVENTRUST PROPERTIES CORP NSA | $31,000 | 0.0% | 10,000 | 0.0% | 0.02% | 0.0% | ||
| XPO | XPO LOGISTICS INC COM | $28,000 | +21.7% | 390 | 0.0% | 0.02% | +25.0% | |
| BMO | BANK OF MONTREAL COM | $26,000 | 0.0% | 350 | 0.0% | 0.01% | 0.0% | |
| MKC | Sell | MCCORMICK & COMPANY INC COM | $26,000 | -35.0% | 168 | -34.9% | 0.01% | -33.3% |
| OXY | Buy | OCCIDENTAL PETROLEUM CORP COM | $26,000 | -10.3% | 589 | +3.0% | 0.01% | -6.7% |
| ILMN | Sell | Illumina, Inc. | $27,000 | -22.9% | 90 | -5.3% | 0.01% | -22.2% |
| MSI | MOTOROLA SOLUTIONS INC COM | $23,000 | +4.5% | 133 | 0.0% | 0.01% | +9.1% | |
| CL | COLGATE-PALMOLIVE CO COM | $23,000 | +4.5% | 309 | 0.0% | 0.01% | +9.1% | |
| VNQ | Buy | VANGUARD REAL ESTATE ETFetf | $24,000 | +9.1% | 261 | +1.6% | 0.01% | +9.1% |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $22,000 | +22.2% | 157 | 0.0% | 0.01% | +22.2% | |
| VTV | Buy | VANGUARD VALUE ETFetf | $22,000 | +4.8% | 196 | +1.0% | 0.01% | 0.0% |
| HD | HOME DEPOT INC COM | $22,000 | +10.0% | 96 | 0.0% | 0.01% | +10.0% | |
| NLY | Buy | ANNALY CAPITAL MANAGEMENT INC COM | $19,000 | 0.0% | 2,130 | +2.7% | 0.01% | 0.0% |
| FDX | New | FEDEX CORP COM | $20,000 | – | 137 | +100.0% | 0.01% | – |
| FNV | FRANCO NEVADA CORP COM | $19,000 | +11.8% | 205 | 0.0% | 0.01% | +11.1% | |
| TJX | Buy | TJX COS INC COM | $20,000 | +5.3% | 352 | +0.3% | 0.01% | 0.0% |
| PFG | Buy | PRINCIPAL FINANCIAL GROUP COM | $18,000 | 0.0% | 320 | +1.9% | 0.01% | 0.0% |
| PSA | Buy | PUBLIC STORAGE COM | $17,000 | 0.0% | 71 | +1.4% | 0.01% | 0.0% |
| BX | Buy | BLACKSTONE GROUP INC COM CL A | $17,000 | +13.3% | 343 | +0.6% | 0.01% | +12.5% |
| CLDR | CLOUDERA INC COM | $17,000 | +70.0% | 1,870 | 0.0% | 0.01% | +80.0% | |
| STZ | Sell | CONSTELLATION BRANDS INC COM CL A | $17,000 | -15.0% | 80 | -20.0% | 0.01% | -10.0% |
| HTLF | Buy | HEARTLAND FINANCIAL USA INC COM | $17,000 | 0.0% | 374 | +0.5% | 0.01% | 0.0% |
| HRTX | New | HERON THERAPEUTICS INC COM | $17,000 | – | 939 | +100.0% | 0.01% | – |
| SYY | Sell | SYSCO CORP COM | $18,000 | +12.5% | 228 | -1.3% | 0.01% | +12.5% |
| ACWI | Sell | ISHARES TRUST MSCI ACWI ETFmsci acwi etf | $18,000 | -99.6% | 245 | -99.6% | 0.01% | -99.6% |
| MPC | Buy | MARATHON PETROLEUM CORP COM | $18,000 | +12.5% | 295 | +1.0% | 0.01% | +12.5% |
| GAL | Buy | SSGA ACTIVE ETF TR GLOBL ALLO ETFetf | $17,000 | 0.0% | 454 | +1.6% | 0.01% | 0.0% |
| XME | Buy | SPDR SERIES TRUST S&P METALS MNG ETFetf | $18,000 | -10.0% | 699 | +0.3% | 0.01% | -10.0% |
| MJ | Buy | ETF MANAGERS TRUST ETFMG ALTR HRVSTetf | $15,000 | +25.0% | 729 | +92.3% | 0.01% | +33.3% |
| SNAP | SNAP INC COM CL A | $16,000 | +6.7% | 1,025 | 0.0% | 0.01% | 0.0% | |
| VWO | Sell | VANGUARD FTSE EMR MKT ETFetf | $15,000 | -28.6% | 365 | -24.4% | 0.01% | -27.3% |
| DE | Buy | DEERE & CO COM | $15,000 | 0.0% | 90 | +1.1% | 0.01% | 0.0% |
| DG | Buy | DOLLAR GENERAL CORP COM | $15,000 | +25.0% | 92 | +1.1% | 0.01% | +33.3% |
| ALB | Buy | ALBEMARLE CORP COM | $16,000 | 0.0% | 232 | +0.4% | 0.01% | 0.0% |
| ETN | Buy | EATON CORPORATION PLC COMetf | $16,000 | 0.0% | 190 | +1.1% | 0.01% | 0.0% |
| VFC | Buy | V F CORP COM | $16,000 | 0.0% | 181 | +0.6% | 0.01% | 0.0% |
| SNDR | Buy | SCHNEIDER NATIONAL INC COM CL B | $16,000 | +23.1% | 716 | +0.4% | 0.01% | +14.3% |
| ASB | Buy | ASSOCIATED BANC-CORP COM | $16,000 | -5.9% | 798 | +0.8% | 0.01% | -11.1% |
| HPQ | Sell | HP INCORPORATION COM | $16,000 | -11.1% | 837 | -1.5% | 0.01% | -11.1% |
| VOD | Sell | VODAFONE GROUP ADR SPONSOREDspon adr | $16,000 | +6.7% | 814 | -8.7% | 0.01% | 0.0% |
| GD | Sell | GENERAL DYNAMICS CORP COM | $15,000 | -16.7% | 81 | -18.2% | 0.01% | -11.1% |
| PLXS | PLEXUS CORP COM | $13,000 | +8.3% | 200 | 0.0% | 0.01% | +16.7% | |
| TSCO | TRACTOR SUPPLY CO COM | $14,000 | -17.6% | 152 | 0.0% | 0.01% | -22.2% | |
| BUD | Sell | ANHEUSER-BUSCH INBEV SA/NV ADR SPONSORED | $13,000 | -13.3% | 136 | -21.4% | 0.01% | -12.5% |
| PURPOSE SILVER BULLION FUND ETF NON CURRENCY | $13,000 | +8.3% | 1,450 | 0.0% | 0.01% | +16.7% | ||
| NG | NOVAGOLD RESOURCES INC COM | $13,000 | 0.0% | 2,155 | 0.0% | 0.01% | 0.0% | |
| CGC | Sell | CANOPY GROWTH CORPORATION COM | $12,000 | -52.0% | 506 | -19.7% | 0.01% | -53.8% |
| QUAD | QUAD/GRAPHICS INC COM CL A | $11,000 | +37.5% | 1,000 | 0.0% | 0.01% | +50.0% | |
| TGT | Buy | TARGET CORP COM | $12,000 | +33.3% | 110 | +0.9% | 0.01% | +20.0% |
| XLI | Buy | SELECT SECTOR SPDR TRUST SBI INT-INDS ETFetf | $12,000 | 0.0% | 155 | +0.6% | 0.01% | 0.0% |
| LRCX | LAM RESEARCH CORP COM | $12,000 | +20.0% | 52 | 0.0% | 0.01% | +20.0% | |
| SPTS | SPDR SERIES TRUST PORTFOLIO SH TSR ETFetf | $12,000 | 0.0% | 395 | 0.0% | 0.01% | 0.0% | |
| VCIT | Buy | VANGUARD INT-TERM CORP ETFbond etf | $12,000 | 0.0% | 136 | +0.7% | 0.01% | 0.0% |
| AGNC | Buy | AGNC INVESTMENT CORP COM | $11,000 | 0.0% | 659 | +3.0% | 0.01% | 0.0% |
| DUK | Buy | DUKE ENERGY CORP COM | $12,000 | +9.1% | 128 | +0.8% | 0.01% | 0.0% |
| TNA | DIREXION SHARES ETF TRUST DLY SMCAP BULL3X ETFetf | $11,000 | -8.3% | 189 | 0.0% | 0.01% | 0.0% | |
| CMI | CUMMINS INC COM | $12,000 | 0.0% | 71 | 0.0% | 0.01% | 0.0% | |
| WPM | Buy | WHEATON PRECIOUS METALS CORP COM | $11,000 | +10.0% | 403 | +0.2% | 0.01% | +20.0% |
| YUM | YUM BRANDS INC COM | $11,000 | 0.0% | 95 | 0.0% | 0.01% | 0.0% | |
| ACB | AURORA CANNABIS INC COM | $11,000 | -45.0% | 2,500 | 0.0% | 0.01% | -40.0% | |
| RGLD | ROYAL GOLD INC COM | $11,000 | +22.2% | 91 | 0.0% | 0.01% | +20.0% | |
| SPYG | Buy | SPDR SERIES TRUST PRTFLO S&P500 GW ETFetf | $11,000 | +1000.0% | 283 | +812.9% | 0.01% | +500.0% |
| HMC | Buy | HONDA MOTOR CO ADR SPONSORED | $10,000 | 0.0% | 372 | +1.1% | 0.01% | 0.0% |
| URTY | PROSHARES TRUST ULTR RUSSL2000 ETFetf | $9,000 | -10.0% | 142 | 0.0% | 0.01% | 0.0% | |
| KHC | Buy | KRAFT HEINZ CO COM | $9,000 | -10.0% | 312 | +1.3% | 0.01% | 0.0% |
| XLB | Sell | SELECT SECTOR SPDR TRUST SBI MATERIALS ETFetf | $10,000 | -33.3% | 170 | -34.6% | 0.01% | -37.5% |
| SNHNL | Buy | SENIOR HOUSING PROPERTY TRUST 6.25 SR NT 01/02/46 USDpreferred | $9,000 | +12.5% | 340 | +1.5% | 0.01% | +25.0% |
| PRU | PRUDENTIAL FINANCIAL INC COM | $10,000 | -9.1% | 106 | 0.0% | 0.01% | -16.7% | |
| UA | UNDER ARMOUR INC COM CL C | $10,000 | -16.7% | 540 | 0.0% | 0.01% | -16.7% | |
| D | Buy | DOMINION ENERGY INC COM | $9,000 | +12.5% | 106 | +1.0% | 0.01% | +25.0% |
| FXG | Buy | FIRST TRUST EXCH TRADED FUND 2 CONSUMR STAPLE ETFetf | $10,000 | +11.1% | 198 | +0.5% | 0.01% | 0.0% |
| VXUS | Buy | VANGUARD STAR FD TL INTL STK F ETFetf | $10,000 | 0.0% | 186 | +0.5% | 0.01% | 0.0% |
| EW | EDWARDS LIFESCIENCES CORP COM | $9,000 | +28.6% | 40 | 0.0% | 0.01% | +25.0% | |
| LLY | Sell | ELI LILLY AND COMPANY COM | $9,000 | -52.6% | 82 | -51.5% | 0.01% | -50.0% |
| XLY | SELECT SECTOR SPDR TRUST SBI CONS DISCR ETFetf | $9,000 | 0.0% | 72 | 0.0% | 0.01% | 0.0% | |
| ZTS | Buy | ZOETIS INC COM CL A | $10,000 | +150.0% | 81 | +161.3% | 0.01% | +150.0% |
| LNG | CHENIERE ENERGY INC COM | $9,000 | 0.0% | 135 | 0.0% | 0.01% | 0.0% | |
| IPGP | IPG PHOTONICS CORPORATION COM | $10,000 | -16.7% | 75 | 0.0% | 0.01% | -16.7% | |
| X | Buy | UNITED STATES STEEL CORP COM | $9,000 | -25.0% | 805 | +0.4% | 0.01% | -16.7% |
| DNP | Buy | DNP SELECT INCOME FUND INC COM | $9,000 | +12.5% | 697 | +1.8% | 0.01% | +25.0% |
| IPAR | INTER PARFUMS INC COM | $7,000 | 0.0% | 101 | 0.0% | 0.00% | 0.0% | |
| AMP | AMERIPRISE FINANCIAL INC COM | $8,000 | 0.0% | 53 | 0.0% | 0.00% | 0.0% | |
| GLIBA | GCI LIBERTY INC COM | $8,000 | 0.0% | 132 | 0.0% | 0.00% | 0.0% | |
| IP | INTERNATIONAL PAPER CO COM | $8,000 | 0.0% | 186 | 0.0% | 0.00% | 0.0% | |
| MO | Buy | ALTRIA GROUP INC COM | $7,000 | – | 162 | +1700.0% | 0.00% | – |
| BOTZ | Buy | GLOBAL X FDS RBTCS ARTFL INTE ETFetf | $7,000 | 0.0% | 358 | +0.8% | 0.00% | 0.0% |
| CLF | Buy | CLEVELAND CLIFFS INC COM | $8,000 | -27.3% | 1,075 | +0.3% | 0.00% | -33.3% |
| AGN | ALLERGAN PLC. COM | $8,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% | |
| LUV | Buy | SOUTHWEST AIRLINES CO COM | $8,000 | 0.0% | 150 | +0.7% | 0.00% | 0.0% |
| HOG | Buy | HARLEY DAVIDSON COM | $8,000 | 0.0% | 236 | +1.3% | 0.00% | 0.0% |
| CHKP | CHECK POINT SFTWRE COM | $7,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
| FMC | FMC CORP COM | $8,000 | 0.0% | 94 | 0.0% | 0.00% | 0.0% | |
| SPSM | Sell | SPDR SERIES TRUST PORTFOLIO SM ETFetf | $8,000 | -74.2% | 279 | -72.8% | 0.00% | -75.0% |
| LGLV | SPDR SERIES TRUST SSGA US LRG ETFetf | $8,000 | 0.0% | 72 | 0.0% | 0.00% | 0.0% | |
| TXN | TEXAS INSTRUMENTS INC COM | $5,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
| GOLF | Buy | ACUSHNET HOLDINGS CORP COM | $5,000 | 0.0% | 204 | +0.5% | 0.00% | 0.0% |
| BAC | Sell | BANK OF AMERICA CORPORATION COM | $6,000 | -50.0% | 207 | -50.8% | 0.00% | -50.0% |
| CNP | Buy | CENTERPOINT ENERGY INC COM | $6,000 | 0.0% | 202 | +1.0% | 0.00% | 0.0% |
| DOV | DOVER CORP COM | $6,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% | |
| DNKN | DUNKIN BRANDS GROUP INC COM | $5,000 | 0.0% | 58 | 0.0% | 0.00% | 0.0% | |
| DD | Sell | DUPONT DE NEMOURS INC COM | $5,000 | -96.5% | 76 | -96.0% | 0.00% | -96.0% |
| EXAS | EXACT SCIENCES CORP COM | $5,000 | -16.7% | 52 | 0.0% | 0.00% | 0.0% | |
| ROBO | EXCHANGE TRADED CONCEPTS TRUST ROBO GLB ETFetf | $6,000 | -14.3% | 169 | 0.0% | 0.00% | -25.0% | |
| FDN | FIRST TR EXCHANGE DJ INTERNT IDX ETFetf | $5,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
| FE | Buy | FIRSTENERGY CORP COM | $6,000 | +20.0% | 122 | +0.8% | 0.00% | 0.0% |
| GILD | Sell | GILEAD SCIENCES INC COM | $5,000 | -44.4% | 78 | -38.6% | 0.00% | -40.0% |
| LTHM | LIVENT CORPORATION COM | $5,000 | 0.0% | 700 | 0.0% | 0.00% | 0.0% | |
| NP | Buy | NEENAH INC COM | $6,000 | 0.0% | 94 | +1.1% | 0.00% | 0.0% |
| NEE | NEXTERA ENERGY INC COM | $6,000 | +20.0% | 25 | 0.0% | 0.00% | 0.0% | |
| OPI | Buy | OFFICE PROPERTIES INCOME TRUST COM SHS BEN INT | $6,000 | +20.0% | 199 | +2.1% | 0.00% | 0.0% |
| PNNT | Buy | PENNANTPARK INVEST CORP COM | $5,000 | 0.0% | 818 | +2.9% | 0.00% | 0.0% |
| ROKU | ROKU INC COM CL A | $5,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| XLU | Sell | SELECT SECTOR SPDR TRUST SBI INT-UTILS ETFetf | $6,000 | -33.3% | 99 | -30.8% | 0.00% | -40.0% |
| SO | Buy | SOUTHERN CO. COM | $6,000 | +20.0% | 91 | +1.1% | 0.00% | 0.0% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MANUFACTU ADR SPONSORED | $6,000 | +20.0% | 131 | +2.3% | 0.00% | 0.0% |
| TCEHY | TENCENT HOLDINGS LIMITED ADR UNSPONSOREDadr | $5,000 | 0.0% | 117 | 0.0% | 0.00% | 0.0% | |
| ULTA | ULTA BEAUTY INC COM | $5,000 | -16.7% | 18 | 0.0% | 0.00% | 0.0% | |
| VMW | Sell | VMWARE INC COM CL A | $5,000 | -54.5% | 36 | -44.6% | 0.00% | -50.0% |
| YUMC | New | YUM CHINA HOLDINGS INC COM | $5,000 | – | 114 | +100.0% | 0.00% | – |
| JCI | Sell | JOHNSON CONTROLS INTL PLC COM | $6,000 | -33.3% | 137 | -40.2% | 0.00% | -40.0% |
| IAU | ISHARES GOLD TRUST ISHARES ETFetf | $3,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| SMG | SCOTTS MIRACLE-GRO COMPANY COM CL A | $3,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% | |
| SUI | SUN COMMUNITIES INC COM | $3,000 | +50.0% | 17 | 0.0% | 0.00% | +100.0% | |
| NUS | Buy | NU SKIN ENTERPRISES INC COM CL A | $4,000 | 0.0% | 83 | +1.2% | 0.00% | 0.0% |
| BAX | BAXTER INTERNATIONAL INC COM | $4,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| BLK | Sell | BLACKROCK INC COM | $3,000 | -50.0% | 6 | -53.8% | 0.00% | -33.3% |
| HIGHLANDS REIT INC NSA | $4,000 | 0.0% | 10,000 | 0.0% | 0.00% | 0.0% | ||
| TDJ | Buy | TELEPHONE & DATA SYSTEMS INC 7 PRF SR NTS 15/03/2060 | $4,000 | 0.0% | 143 | +2.1% | 0.00% | 0.0% |
| GOOS | CANADA GOOSE HOLDINGS INC COM | $4,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| QCOM | QUALCOMM INC COM | $3,000 | 0.0% | 44 | 0.0% | 0.00% | 0.0% | |
| CMG | CHIPOTLE MEXICAN GRILL COM | $3,000 | +50.0% | 3 | 0.0% | 0.00% | +100.0% | |
| CMCSA | New | COMCAST CORP COM CL A | $3,000 | – | 70 | +100.0% | 0.00% | – |
| SIL | GLOBAL X FDS GLOBAL X SILVER ETFsilver etf | $3,000 | 0.0% | 104 | 0.0% | 0.00% | 0.0% | |
| DOW | Sell | DOW INC COM | $4,000 | -95.8% | 77 | -96.0% | 0.00% | -96.0% |
| TWO | Buy | TWO HARBORS INVESMENT CORP COM NEW | $4,000 | 0.0% | 292 | +3.2% | 0.00% | 0.0% |
| USB | Sell | US BANCORP COM | $4,000 | -20.0% | 68 | -21.8% | 0.00% | -33.3% |
| DX | DYNEX CAPITAL INC COM | $3,000 | -25.0% | 214 | 0.0% | 0.00% | 0.0% | |
| MPW | Buy | MEDICAL PROPERTIES TRUST INC COM | $3,000 | 0.0% | 174 | +1.2% | 0.00% | 0.0% |
| MRO | Buy | MARATHON OIL CORPORATION COM | $3,000 | -25.0% | 280 | +0.4% | 0.00% | 0.0% |
| URI | UNITED RENTALS INC COM | $4,000 | -20.0% | 35 | 0.0% | 0.00% | -33.3% | |
| GE | Sell | GENERAL ELECTRIC CO COM | $3,000 | -25.0% | 289 | -25.7% | 0.00% | 0.0% |
| ECL | ECOLAB INC COM | $3,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| KEM | KEMET CORP COM | $4,000 | 0.0% | 222 | 0.0% | 0.00% | 0.0% | |
| MTW | MANITOWOC CO INC COM | $4,000 | -33.3% | 332 | 0.0% | 0.00% | -33.3% | |
| ORG | JANUS DETROIT STREET TRUST ORGANICS ETFetf | $4,000 | -20.0% | 180 | 0.0% | 0.00% | -33.3% | |
| MU | Sell | MICRON TECHNOLOGY INC COM | $3,000 | -40.0% | 65 | -48.4% | 0.00% | -33.3% |
| RDSA | Buy | ROYAL DUTCH SHELL ADR SPONSORED | $3,000 | -25.0% | 57 | +1.8% | 0.00% | 0.0% |
| SSL | SASOL ADR SPONSOREDspon adr | $3,000 | -40.0% | 185 | 0.0% | 0.00% | -33.3% | |
| SLV | ISHARES SILVER TRUST ISHARES ETFsilver etf | $3,000 | +50.0% | 170 | 0.0% | 0.00% | +100.0% | |
| ENB | Buy | ENBRIDGE INC COM | $4,000 | 0.0% | 102 | +2.0% | 0.00% | 0.0% |
| LNT | Buy | ALLIANT ENERGY CORP COM | $4,000 | 0.0% | 75 | +1.4% | 0.00% | 0.0% |
| IHI | New | ISHARES TRUST U.S. MED DVC ETFetf | $3,000 | – | 14 | +100.0% | 0.00% | – |
| SJM | Buy | SMUCKER(J.M.)CO COM | $4,000 | 0.0% | 33 | +3.1% | 0.00% | 0.0% |
| PSEC | Buy | PROSPECT CAPITAL CORPORATION COM | $3,000 | 0.0% | 451 | +2.7% | 0.00% | 0.0% |
| AVNS | AVANOS MEDICAL INC COM | $3,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% | |
| MVO | Sell | MV OIL TRUST COM | $3,000 | -25.0% | 382 | -17.7% | 0.00% | 0.0% |
| PANW | Sell | PALO ALTO NETWORKS INC COM | $1,000 | -75.0% | 7 | -61.1% | 0.00% | -50.0% |
| ROYTL | PACIFIC COAST OIL TR COM | $1,000 | 0.0% | 461 | 0.0% | 0.00% | 0.0% | |
| ORCL | Sell | ORACLE CORP COM | $1,000 | -75.0% | 12 | -81.5% | 0.00% | -50.0% |
| OCSL | Buy | OAKTREE SPECIALTY LENDING CORP COM | $2,000 | 0.0% | 317 | +2.3% | 0.00% | 0.0% |
| NVG | NUVEEN AMT FREE MUN CR COMetf | $1,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% | |
| NZF | Buy | NUVEEN DIVID ADVANTAGE MUN FD COM SH BEN INTetf | $2,000 | 0.0% | 125 | +0.8% | 0.00% | 0.0% |
| NI | Buy | NISOURCE INC COM | $2,000 | 0.0% | 68 | +1.5% | 0.00% | 0.0% |
| MET | METLIFE INC COM | $2,000 | -33.3% | 52 | 0.0% | 0.00% | -50.0% | |
| M | Buy | MACY'S INC COM | $1,000 | 0.0% | 58 | +1.8% | 0.00% | 0.0% |
| SLB | Sell | SCHLUMBERGER LIMITED COM | $2,000 | -50.0% | 63 | -41.1% | 0.00% | -50.0% |
| LOW | LOWE'S COMPANIES INC COM | $1,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% | |
| KTOS | KRATOS DEFENSE & SECURITY SOLU COM | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| KTB | KONTOOR BRANDS INC COM | $1,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| JE | Buy | JUST ENERGY GROUP INC COM | $2,000 | -50.0% | 907 | +2.1% | 0.00% | -50.0% |
| IEMG | ISHARES INC CORE MSCI EMKT ETFetf | $2,000 | 0.0% | 39 | 0.0% | 0.00% | 0.0% | |
| SNH | Buy | SENIOR HOUSING PROPERTY TRUST SH BEN INT | $1,000 | – | 55 | +1.9% | 0.00% | – |
| IGV | ISHARES TRUST EXPANDED TECH SOFTWAREetf | $2,000 | 0.0% | 9 | 0.0% | 0.00% | 0.0% | |
| EZA | New | ISHARES INC MSCI STH AFR ETFetf | $1,000 | – | 28 | +100.0% | 0.00% | – |
| IRDM | Sell | IRIDIUM COMMUNICATIONS INC COM | $2,000 | -33.3% | 76 | -42.0% | 0.00% | -50.0% |
| IQ | IQIYI INC ADR | $1,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
| HAL | Sell | HALLIBURTON CO COM | $2,000 | -50.0% | 99 | -41.8% | 0.00% | -50.0% |
| UAA | UNDER ARMOUR INC COM CL A | $2,000 | -33.3% | 100 | 0.0% | 0.00% | -50.0% | |
| SNSR | GLOBAL X FDS INTERNET OF THNG ETFetf | $1,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% | |
| GWPH | GW PHARMACEUTICALS ADR SPONSORED | $2,000 | -33.3% | 15 | 0.0% | 0.00% | -50.0% | |
| FTXN | FIRST TR EXCHANGE TRADED FD VI NASDQ OIL GAS ETFetf | $2,000 | 0.0% | 113 | 0.0% | 0.00% | 0.0% | |
| SKYY | New | FIRST TRUST EXCH TRADED FUND 2 CLOUD COMPUTING ETFetf | $1,000 | – | 24 | +100.0% | 0.00% | – |
| FNMA | FED NATIONAL MTG ASSN COM | $2,000 | +100.0% | 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% | |
| EVBG | EVERBRIDGE INC COM | $2,000 | -50.0% | 40 | 0.0% | 0.00% | -50.0% | |
| BSV | VANGUARD SHORT TRM BOND ETFetf | $2,000 | 0.0% | 26 | 0.0% | 0.00% | 0.0% | |
| HACK | ETF MANAGERS TRUST PRIME CYBR SCRTY ETFetf | $2,000 | -33.3% | 65 | 0.0% | 0.00% | -50.0% | |
| DLTR | DOLLAR TREE INC COM | $1,000 | 0.0% | 7 | 0.0% | 0.00% | 0.0% | |
| CCI | Buy | CARNIVAL CORP UNITS (COMPR 1 COM & 1 TR | $1,000 | -50.0% | 25 | +108.3% | 0.00% | 0.0% |
| DHY | Buy | CRED SUIS HI YL BD SH BEN INTsh ben int | $2,000 | 0.0% | 903 | +2.3% | 0.00% | 0.0% |
| CTVA | Sell | CORTEVA INC COM | $2,000 | -96.5% | 76 | -96.0% | 0.00% | -96.7% |
| CLX | CLOROX CO COM | $1,000 | 0.0% | 5 | 0.0% | 0.00% | 0.0% | |
| LUMN | Buy | CENTURYLINK INC COM | $1,000 | 0.0% | 93 | +2.2% | 0.00% | 0.0% |
| CX | CEMEX S.A.B. DE C.V. ADR SPONSOREDspon adr | $1,000 | 0.0% | 140 | 0.0% | 0.00% | 0.0% | |
| ERC | Buy | WELLS FARGO ADV MULTI-SECTOR I COMetf | $1,000 | 0.0% | 109 | +2.8% | 0.00% | 0.0% |
| CSIQ | CANADIAN SOLAR INC COM | $1,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| WU | Buy | WESTERN UNION COMPANY (THE) COM | $2,000 | +100.0% | 66 | +1.5% | 0.00% | 0.0% |
| WLL | WHITING PETROLEUM CORP COM | $1,000 | -50.0% | 106 | 0.0% | 0.00% | 0.0% | |
| CVS | Sell | CVS HEALTH CORPORATION COM | $2,000 | -50.0% | 37 | -49.3% | 0.00% | -50.0% |
| BYND | New | BEYOND MEAT INC COM | $2,000 | – | 14 | +100.0% | 0.00% | – |
| BIDU | BAIDU INC ADR | $2,000 | -33.3% | 22 | 0.0% | 0.00% | -50.0% | |
| XIACY | XIAOMI CORPORATION ADR UNSPONSOREDadr | $1,000 | 0.0% | 155 | 0.0% | 0.00% | 0.0% | |
| 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% | |
| BIP | BROOKFIELD INFRASTRUCTURE PART LTD PARTNERS L.P. | $1,000 | 0.0% | 14 | 0.0% | 0.00% | 0.0% | |
| ALE | Buy | ALLETE INC COM | $2,000 | 0.0% | 24 | +4.3% | 0.00% | 0.0% |
| AMD | ADVANCED MICRO DEVICES INC COM | $1,000 | -50.0% | 50 | 0.0% | 0.00% | 0.0% | |
| CYBR | CYBERARK SOFTWARE LTD COM | $2,000 | -33.3% | 24 | 0.0% | 0.00% | -50.0% | |
| CRRC CORPORATION LIMITED COM | $1,000 | 0.0% | 1,400 | 0.0% | 0.00% | 0.0% | ||
| SPDW | Sell | SPDR INDEX SHARES FUNDS PORTFOLIO DEVLPD ETFetf | $1,000 | -50.0% | 26 | -63.4% | 0.00% | 0.0% |
| RPD | RAPID7 INC COM | $2,000 | -33.3% | 55 | 0.0% | 0.00% | -50.0% | |
| OILK | New | PROSHARES TRUST K1 FRE CRD OIL ETFetf | $1,000 | – | 69 | +100.0% | 0.00% | – |
| PXD | Sell | PIONEER NATURAL RESOURCES CO COM | $2,000 | -85.7% | 17 | -81.7% | 0.00% | -85.7% |
| WLDCF | ICC INTL CANNABIS CORP COM | $0 | -100.0% | 4,900 | 0.0% | 0.00% | -100.0% | |
| DVLP | GOLDEN DEVELOPING SOLUTIONS IN COM | $0 | – | 7,500 | 0.0% | 0.00% | – | |
| SEII | SHARING ECONOMY INTL INC COM | $0 | – | 3 | 0.0% | 0.00% | – | |
| TCS | Buy | CONTAINER STORE GRP INC (THE) COM | $0 | – | 70 | +100.0% | 0.00% | – |
| TW | TRADEWEB MARKETS INC COM CL A | $0 | -100.0% | 12 | 0.0% | 0.00% | -100.0% | |
| EDIG | E DIGITAL CORP COM | $0 | – | 1,000 | 0.0% | 0.00% | – | |
| YGEHY | YINGLI GREEN ENERGY HOLDING CO ADR | $0 | – | 225 | 0.0% | 0.00% | – | |
| SC HLDGS CORP COM (PHYSICAL ONLY) | $0 | – | 1 | 0.0% | 0.00% | – | ||
| GASFRAC ENERGY SERVICES INC COM | $0 | – | 1,000 | 0.0% | 0.00% | – | ||
| EGMIQ | Exit | ELECTRONIC GAME CARD INC COM | $0 | – | -1,700 | -100.0% | 0.00% | – |
| GCL-POLY ENERGY HOLDINGS LTD COM | $0 | – | 4,000 | 0.0% | 0.00% | – | ||
| CBDS | CANNABIS SATIVA INC COM | $0 | – | 93 | 0.0% | 0.00% | – | |
| OKE | Exit | ONEOK INC COM | $0 | – | -4 | -100.0% | 0.00% | – |
| AA | ALCOA CORPORATION COM | $0 | – | 11 | 0.0% | 0.00% | – | |
| HYGS | Exit | HYDROGENICS CORPORATION NEW COM | $0 | – | -8 | -100.0% | 0.00% | – |
| PLD | Exit | PROLOGIS INC COM | $0 | – | -4 | -100.0% | 0.00% | – |
| ES | Exit | EVERSOURCE ENERGY COM | $0 | – | -2 | -100.0% | 0.00% | – |
| LDKYQ | Sell | LDK SOLAR CO LTD ADR TERMINATION 4/25/19 | $0 | – | 50 | -87.5% | 0.00% | – |
| WLTGQ | WALTER ENERGY INC COM | $0 | – | 11 | 0.0% | 0.00% | – | |
| ADMP | ADAMIS PHARMAS CORP COM | $0 | – | 73 | 0.0% | 0.00% | – | |
| MYL | MYLAN NV COM | $0 | – | 10 | 0.0% | 0.00% | – | |
| MCHP | Sell | MICROCHIP TECHNOLOGY COM | $0 | -100.0% | 2 | -96.3% | 0.00% | -100.0% |
| AVGO | Exit | BROADCOM INC COM | $0 | – | -1 | -100.0% | 0.00% | – |
| AAIR | AVANTAIR INC COM | $0 | – | 300 | 0.0% | 0.00% | – | |
| CGAU | CENTERRA GOLD INC COM | $0 | – | 19 | 0.0% | 0.00% | – | |
| AUMN | GOLDEN MINERALS CO COM | $0 | – | 20 | 0.0% | 0.00% | – | |
| VC | VISTEON CORPORATION COM | $0 | – | 2 | 0.0% | 0.00% | – | |
| CNNXF | CANNAMERICA BRANDS CORP COM | $0 | – | 3,600 | 0.0% | 0.00% | – | |
| DOCU | Exit | DOCUSIGN INC COM | $0 | – | -25 | -100.0% | -0.00% | – |
| TRTN | Exit | TRITON INTL LTD COM CL A | $0 | – | -65 | -100.0% | -0.00% | – |
| ELS | Exit | EQY LIFESTYLE PROP INC COM | $0 | – | -18 | -100.0% | -0.00% | – |
| INGN | Exit | INOGEN INC COM | $0 | – | -30 | -100.0% | -0.00% | – |
| CHRW | Exit | CH ROBINSON WORLDWIDE INC COM | $0 | – | -9 | -100.0% | -0.00% | – |
| APC | Exit | ANADARKO PETROLEUM CORP COM | $0 | – | -34 | -100.0% | -0.00% | – |
| MUFG | Exit | MITSUBISHI UFJ FIN GRP INC ADR SPONSORED | $0 | – | -336 | -100.0% | -0.00% | – |
| MMC | Exit | MARSH & MCLENNAN COMPANIES INC COM | $0 | – | -11 | -100.0% | -0.00% | – |
| SNA | Exit | SNAP-ON INC COM | $0 | – | -12 | -100.0% | -0.00% | – |
| BBT | Exit | BB&T CORP COM | $0 | – | -39 | -100.0% | -0.00% | – |
| NDSN | Exit | NORDSON CORP COM | $0 | – | -16 | -100.0% | -0.00% | – |
| SBNY | Exit | SIGNATURE BANK COM | $0 | – | -15 | -100.0% | -0.00% | – |
| MXIM | Exit | MAXIM INTEGRATED PRODUCTS COM | $0 | – | -9 | -100.0% | -0.00% | – |
| CCL | Exit | CARNIVAL CORP UNITS (COMPR 1 COM & 1 TR | $0 | – | -25 | -100.0% | -0.00% | – |
| MDLZ | Exit | MONDELEZ INTL INC COM CL A | $0 | – | -18 | -100.0% | -0.00% | – |
| APD | Exit | AIR PRODUCTS & CHEMICALS INC COM | $0 | – | -8 | -100.0% | -0.00% | – |
| BBVA | Exit | BANCO BILBAO VIZCAYA ARGENTARI ADR SPONSORED | $0 | – | -439 | -100.0% | -0.00% | – |
| NVT | Exit | NVENT ELECTRIC PLC COM | $0 | – | -63 | -100.0% | -0.00% | – |
| FLIR | Exit | FLIR SYSTEMS INC COM | $0 | – | -37 | -100.0% | -0.00% | – |
| KMI | Exit | KINDER MORGAN INC COM | $0 | – | -113 | -100.0% | -0.00% | – |
| OIH | Exit | VANECK VECTORS ETF TRUST OIL SVCS ETFetf | $0 | – | -129 | -100.0% | -0.00% | – |
| VER | Exit | VEREIT INC COM | $0 | – | -137 | -100.0% | -0.00% | – |
| BMRN | Exit | BIOMARIN PHARMACEUTICAL COM | $0 | – | -18 | -100.0% | -0.00% | – |
| CFR | Exit | CULLEN FROST BANKERS COM | $0 | – | -21 | -100.0% | -0.00% | – |
| JKHY | Exit | HENRY JACK & ASSOCIATES INC COM | $0 | – | -13 | -100.0% | -0.00% | – |
| SCHW | Exit | SCHWAB(CHARLES)CORP COM | $0 | – | -58 | -100.0% | -0.00% | – |
| UBER | Exit | UBER TECHNOLOGIES INC COM | $0 | – | -32 | -100.0% | -0.00% | – |
| INFO | Exit | IHS MARKIT LTD COM | $0 | – | -35 | -100.0% | -0.00% | – |
| AAP | Exit | ADVANCE AUTO PARTS INC COM | $0 | – | -12 | -100.0% | -0.00% | – |
| BOKF | Exit | BOK FINANCIAL CORP COM | $0 | – | -23 | -100.0% | -0.00% | – |
| THO | Exit | THOR INDUSTRIES COM | $0 | – | -21 | -100.0% | -0.00% | – |
| PRI | Exit | PRIMERICA INC COM | $0 | – | -15 | -100.0% | -0.00% | – |
| SPLK | Exit | SPLUNK INC COM | $0 | – | -15 | -100.0% | -0.00% | – |
| WMB | Exit | WILLIAMS COMPANIES INC COM | $0 | – | -24 | -100.0% | -0.00% | – |
| POOL | Exit | POOL CORPORATION COM | $0 | – | -10 | -100.0% | -0.00% | – |
| ALXN | Exit | ALEXION PHARMACEUTICAL INC COM | $0 | – | -19 | -100.0% | -0.00% | – |
| CAKE | Exit | CHEESECAKE FACTORY COM | $0 | – | -18 | -100.0% | -0.00% | – |
| PAYX | Exit | PAYCHEX INC COM | $0 | – | -20 | -100.0% | -0.00% | – |
| GRUB | Exit | GRUBHUB INC COM | $0 | – | -19 | -100.0% | -0.00% | – |
| CRL | Exit | CHARLES RIVER LABORATORIES COM | $0 | – | -12 | -100.0% | -0.00% | – |
| CPRT | Exit | COPART INC COM | $0 | – | -28 | -100.0% | -0.00% | – |
| GWW | Exit | GRAINGER W W INC COM | $0 | – | -9 | -100.0% | -0.00% | – |
| ABT | Exit | ABBOTT LABORATORIES COM | $0 | – | -16 | -100.0% | -0.00% | – |
| FN | Exit | FABRINET COM | $0 | – | -50 | -100.0% | -0.00% | – |
| O | Exit | REALTY INCOME CORP COM | $0 | – | -12 | -100.0% | -0.00% | – |
| EXPD | Exit | EXPEDTRS INTL WASH COM | $0 | – | -30 | -100.0% | -0.00% | – |
| LIN | Exit | LINDE PLC COM | $0 | – | -12 | -100.0% | -0.00% | – |
| LII | Exit | LENNOX INTERNATIONAL INC COM | $0 | – | -9 | -100.0% | -0.00% | – |
| UPS | Exit | UNITED PARCEL SERVICE INC COM CL B | $0 | – | -22 | -100.0% | -0.00% | – |
| ELAN | Exit | ELANCO ANIMAL HEALTH INC COM | $0 | – | -55 | -100.0% | -0.00% | – |
| SPG | Exit | SIMON PROPERTY GROUP INC COM | $0 | – | -7 | -100.0% | -0.00% | – |
| AEP | Exit | AUTOMATIC DATA PROCESSING INC COM | $0 | – | -5 | -100.0% | -0.00% | – |
| IBKR | Exit | INTERACTIVE BROKERS GROUP INC COM CL A | $0 | – | -29 | -100.0% | -0.00% | – |
| WRB | Exit | BERKLEY(W.R.)CORP COM | $0 | – | -33 | -100.0% | -0.00% | – |
| SITE | Exit | SITEONE LANDSCAPE SUPPLY INC COM | $0 | – | -28 | -100.0% | -0.00% | – |
| NTNX | Exit | NUTANIX INC COM CL A | $0 | – | -40 | -100.0% | -0.00% | – |
| WOR | Exit | WORTHINGTON INDUSTRIES INC COM | $0 | – | -75 | -100.0% | -0.00% | – |
| LEN | Exit | LENNAR CORP COM CL A | $0 | – | -73 | -100.0% | -0.00% | – |
| ROLL | Exit | RBC BEARINGS INC. COM | $0 | – | -15 | -100.0% | -0.00% | – |
| ALC | Exit | ALCON AG COM | $0 | – | -51 | -100.0% | -0.00% | – |
| EQIX | Exit | EQUINIX INC COM | $0 | – | -5 | -100.0% | -0.00% | – |
| ALLE | Exit | ALLEGION PLC COM | $0 | – | -35 | -100.0% | -0.00% | – |
| SONY | Exit | SONY CORP ADR SPONSORED | $0 | – | -66 | -100.0% | -0.00% | – |
| NVS | Exit | NOVARTIS AG ADR SPONSORED | $0 | – | -40 | -100.0% | -0.00% | – |
| AXP | Exit | AMERICAN EXPRESS CO COM | $0 | – | -23 | -100.0% | -0.00% | – |
| PH | Exit | PARKER-HANNIFIN CORP COM | $0 | – | -19 | -100.0% | -0.00% | – |
| TMUS | Exit | T-MOBILE US INC COM | $0 | – | -38 | -100.0% | -0.00% | – |
| ACHC | Exit | ACADIA HEALTHCARE COM | $0 | – | -73 | -100.0% | -0.00% | – |
| CDW | Exit | CDW CORP COM | $0 | – | -24 | -100.0% | -0.00% | – |
| COF | Exit | CAPITAL ONE FINANCIAL CORP COM | $0 | – | -40 | -100.0% | -0.00% | – |
| MSCI | Exit | MSCI INC COM | $0 | – | -15 | -100.0% | -0.00% | – |
| NOW | Exit | SERVICENOW INC COM | $0 | – | -13 | -100.0% | -0.00% | – |
| AKAM | Exit | AKAMAI TECHNOLOGIES COM | $0 | – | -38 | -100.0% | -0.00% | – |
| EWBC | Exit | EAST WEST BANCORP INC COM | $0 | – | -58 | -100.0% | -0.00% | – |
| NFG | Exit | NATIONAL FUEL GAS CO COM | $0 | – | -52 | -100.0% | -0.00% | – |
| HCA | Exit | HCA HEALTHCARE INC COM | $0 | – | -25 | -100.0% | -0.00% | – |
| COO | Exit | COOPER COS INC COM | $0 | – | -10 | -100.0% | -0.00% | – |
| TER | Exit | TERADYNE INC COM | $0 | – | -65 | -100.0% | -0.00% | – |
| UN | Exit | UNILEVER NV ADR SPONSORED | $0 | – | -54 | -100.0% | -0.00% | – |
| PPG | Exit | PPG INDUSTRIES INC COM | $0 | – | -33 | -100.0% | -0.00% | – |
| TMO | Exit | THERMO FISHER SCIENTIFIC INC COM | $0 | – | -11 | -100.0% | -0.00% | – |
| AZPN | Exit | ASPEN TECHNOLOGY INC COM | $0 | – | -25 | -100.0% | -0.00% | – |
| TWTR | Exit | TWITTER INC COM | $0 | – | -87 | -100.0% | -0.00% | – |
| SRE | Exit | SEMPRA ENERGY COM | $0 | – | -31 | -100.0% | -0.00% | – |
| TSN | Exit | TYSON FOODS INC COM CL A | $0 | – | -42 | -100.0% | -0.00% | – |
| CB | Exit | CHUBB LIMITED COM | $0 | – | -21 | -100.0% | -0.00% | – |
| ANSS | Exit | ANSYS INC COM | $0 | – | -29 | -100.0% | -0.00% | – |
| STLD | Exit | STEEL DYNAMICS INC COM | $0 | – | -210 | -100.0% | -0.00% | – |
| HIE | Exit | MILLER/HOWARD HIGH INCOME EQY COM SHS BEN INetf | $0 | – | -500 | -100.0% | -0.00% | – |
| AMGN | Exit | AMGEN INC COM | $0 | – | -28 | -100.0% | -0.00% | – |
| GOLD | Exit | BARRICK GOLD CORPORATION COM | $0 | – | -324 | -100.0% | -0.00% | – |
| DHR | Exit | DANAHER CORP COM | $0 | – | -37 | -100.0% | -0.00% | – |
| VBK | Exit | VANGUARD SML CP GRW ETFetf | $0 | – | -37 | -100.0% | -0.00% | – |
| AMN | Exit | AMN HEALTHCARE SERVICES INC COM | $0 | – | -131 | -100.0% | -0.00% | – |
| AMLP | Exit | ALPS ETF TRUST ALERIAN MLP ETFetf | $0 | – | -1,000 | -100.0% | -0.01% | – |
| RSP | Exit | INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT ETFetf | $0 | – | -176 | -100.0% | -0.01% | – |
| PGX | Exit | INVESCO EXCHANGE TRADED FUND T PFD ETFetf | $0 | – | -1,500 | -100.0% | -0.01% | – |
| ETB | Exit | EATON VANCE TAX MN COMetf | $0 | – | -1,500 | -100.0% | -0.01% | – |
| HUN | Exit | HUNTSMAN CORP COM | $0 | – | -9,496 | -100.0% | -0.10% | – |
| WLK | Exit | WESTLAKE CHEMICAL CORPORATION COM | $0 | – | -2,897 | -100.0% | -0.10% | – |
| CE | Exit | CELANESE CORP COM | $0 | – | -3,553 | -100.0% | -0.20% | – |
| MLM | Exit | MARTIN MARIETTA MATERIALS INC COM | $0 | – | -1,795 | -100.0% | -0.22% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-11-13
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.