$236 Million is the total value of Winch Advisory Services, LLC's 422 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 20.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VGSH | Buy | VANGUARD SHORT TERM TREAS ETFetf | $23,329,000 | +47.8% | 375,736 | +48.1% | 9.88% | +31.6% |
| BIL | Buy | SPDR SERIES TRUST SPDR BLOOMBERG ETFetf | $19,317,000 | +61.2% | 211,071 | +61.2% | 8.18% | +43.6% |
| AAPL | Buy | APPLE INC COM | $18,120,000 | +26.9% | 156,463 | +299.8% | 7.67% | +13.0% |
| SHV | Buy | ISHARES TRUST SHORT TREAS BD ETFetf | $9,465,000 | +20.8% | 85,497 | +20.9% | 4.01% | +7.6% |
| NVDA | Buy | NVIDIA CORP COM | $4,107,000 | +42.9% | 7,588 | +0.3% | 1.74% | +27.3% |
| NFLX | Buy | NETFLIX INC COM | $3,889,000 | +14.1% | 7,777 | +3.8% | 1.65% | +1.5% |
| SYK | Buy | STRYKER CORP COM | $3,662,000 | +17.8% | 17,575 | +1.9% | 1.55% | +4.9% |
| PYPL | Buy | PAYPAL HOLDINGS INC COM | $2,946,000 | +14.0% | 14,950 | +0.7% | 1.25% | +1.5% |
| DIS | Buy | WALT DISNEY COMPANY (THE) COM | $2,933,000 | +12.0% | 23,637 | +0.6% | 1.24% | -0.2% |
| SPYV | Buy | SPDR SERIES TRUST PRTFLO S&P500 VL ETFetf | $2,886,000 | +8.0% | 95,572 | +3.7% | 1.22% | -3.8% |
| NKE | Buy | NIKE INC COM CL B | $2,175,000 | +28.7% | 17,325 | +0.5% | 0.92% | +14.7% |
| JPM | Buy | JP MORGAN CHASE & CO COM | $2,173,000 | +6.6% | 22,571 | +4.2% | 0.92% | -5.1% |
| SPIB | Buy | SPDR SERIES TRUST PORTFOLIO INTRMD ETFetf | $1,583,000 | +13.1% | 43,055 | +12.3% | 0.67% | +0.6% |
| C | Buy | CITIGROUP INC COM | $1,404,000 | -10.5% | 32,563 | +6.1% | 0.59% | -20.3% |
| MA | Buy | MASTERCARD INCORPORATED COM CL A | $1,389,000 | +14.8% | 4,108 | +0.4% | 0.59% | +2.3% |
| GLD | Buy | SPDR GOLD TRUST GOLD SHS ETFgold etf | $1,347,000 | +46.9% | 7,604 | +38.8% | 0.57% | +30.7% |
| HON | Buy | HONEYWELL INTERNATIONAL INC COM | $1,087,000 | +19.2% | 6,603 | +4.7% | 0.46% | +6.0% |
| SPAB | Buy | SPDR SERIES TRUST PORTFOLIO AGRGTE ETFetf | $1,083,000 | +11.5% | 35,142 | +11.7% | 0.46% | -0.6% |
| KO | Buy | COCA-COLA CO COM | $1,007,000 | +19.2% | 20,403 | +7.9% | 0.43% | +6.0% |
| TXN | Buy | TEXAS INSTRUMENTS INC COM | $882,000 | +18.9% | 6,177 | +5.7% | 0.37% | +5.7% |
| EBAY | Buy | EBAY INC COM | $869,000 | +2.2% | 16,682 | +2.9% | 0.37% | -8.9% |
| COST | Buy | COSTCO WHOLESALE CORP COM | $833,000 | +17.3% | 2,346 | +0.2% | 0.35% | +4.4% |
| MDT | Buy | MEDTRONIC PLC COM | $740,000 | +20.7% | 7,118 | +6.5% | 0.31% | +7.6% |
| SPIP | Buy | SPDR SERIES TRUST PORTFLI TIPS ETFetf | $732,000 | +50.9% | 23,700 | +47.2% | 0.31% | +34.2% |
| WEC | Buy | WEC ENERGY GROUP INC COM | $684,000 | +13.6% | 7,058 | +2.7% | 0.29% | +1.4% |
| IAU | Buy | ISHARES GOLD TRUST ISHARES ETFetf | $672,000 | +22300.0% | 37,377 | +18588.5% | 0.28% | +28400.0% |
| SBUX | Buy | STARBUCKS CORP COM | $668,000 | +24.6% | 7,777 | +6.7% | 0.28% | +11.0% |
| MMM | Buy | 3M COMPANY COM | $652,000 | +2.8% | 4,069 | +0.0% | 0.28% | -8.3% |
| AGGY | Buy | WISDOMTREE TRUST YLD ENH US AGGREGATE BD FDetf | $618,000 | +17.7% | 11,491 | +17.7% | 0.26% | +4.8% |
| MCD | Buy | MCDONALD'S CORPORATION COM | $342,000 | +20.8% | 1,560 | +1.6% | 0.14% | +7.4% |
| RTX | Buy | RAYTHEON TECH CORP COM | $337,000 | +5.0% | 5,852 | +12.4% | 0.14% | -6.5% |
| ULST | Buy | SSGA ACTIVE ETF TR ULT SHT TRM BD ETFetf | $284,000 | +8.0% | 7,027 | +7.9% | 0.12% | -4.0% |
| TSLA | Buy | TESLA INC COM | $276,000 | +126.2% | 643 | +469.0% | 0.12% | +101.7% |
| VTI | Buy | VANGUARD TOTAL STK MKT ETFetf | $239,000 | +9.1% | 1,403 | +0.4% | 0.10% | -2.9% |
| MRVL | Buy | MARVELL TECH GROUP COM | $201,000 | +2412.5% | 5,055 | +2097.8% | 0.08% | +2025.0% |
| IBB | Buy | ISHARES TRUST NASDAQ BIOTECH ETFbiotech etf | $183,000 | +5.8% | 1,349 | +6.5% | 0.08% | -6.1% |
| AMCR | Buy | AMCOR PLC COM | $129,000 | +9.3% | 11,708 | +1.0% | 0.06% | -1.8% |
| WMT | Buy | WALMART INC COM | $113,000 | +18.9% | 806 | +1.3% | 0.05% | +6.7% |
| VGIT | Buy | VANGUARD INTER TERM TREAS ETFetf | $104,000 | +1.0% | 1,470 | +0.3% | 0.04% | -10.2% |
| DIA | Buy | SPDR DOW JONES IND UT SER 1 ETFetf | $98,000 | +8.9% | 352 | +0.6% | 0.04% | -4.7% |
| BND | New | VANGUARD TOTAL BND MRKT ETFetf | $95,000 | – | 1,074 | +100.0% | 0.04% | – |
| WM | Buy | WASTE MANAGEMENT INC COM | $90,000 | +7.1% | 799 | +0.5% | 0.04% | -5.0% |
| JNJ | Buy | JOHNSON & JOHNSON COM | $84,000 | +21.7% | 567 | +15.7% | 0.04% | +9.1% |
| F | Buy | FORD MOTOR CO COM | $86,000 | +13.2% | 12,953 | +3.7% | 0.04% | 0.0% |
| UNH | Buy | UNITEDHEALTH GROUP INC COM | $78,000 | +6.8% | 249 | +0.8% | 0.03% | -5.7% |
| PEP | Buy | PEPSICO INC COM | $73,000 | +5.8% | 528 | +1.5% | 0.03% | -6.1% |
| XEL | Buy | XCEL ENERGY INC COM | $73,000 | +12.3% | 1,052 | +0.6% | 0.03% | 0.0% |
| DOW | Buy | DOW INC COM | $72,000 | +16.1% | 1,526 | +0.4% | 0.03% | +3.4% |
| WFC | Buy | WELLS FARGO & COMPANY COM | $64,000 | -7.2% | 2,704 | +0.4% | 0.03% | -18.2% |
| PFE | Buy | PFIZER INC COM | $58,000 | +28.9% | 1,591 | +16.7% | 0.02% | +19.0% |
| COP | Buy | CONOCOPHILLIPS COM | $59,000 | -21.3% | 1,782 | +0.5% | 0.02% | -30.6% |
| XLC | Buy | SELECT SECTOR SPDR TRUST COMMUNICATION ETFetf | $59,000 | +11.3% | 988 | +0.3% | 0.02% | 0.0% |
| FDX | Buy | FEDEX CORP COM | $57,000 | +96.6% | 228 | +9.6% | 0.02% | +71.4% |
| XLK | Buy | SELECT SECTOR SPDR TRUST TECHNOLOGY ETFetf | $55,000 | +12.2% | 467 | +0.2% | 0.02% | 0.0% |
| ASH | Buy | ASHLAND GLOBAL HOLDINGS INC COM | $52,000 | +2.0% | 738 | +0.4% | 0.02% | -8.3% |
| BIV | New | VANGUARD INTERMED TERM ETFetf | $50,000 | – | 534 | +100.0% | 0.02% | – |
| INTC | Buy | INTEL CORP COM | $47,000 | -13.0% | 907 | +0.4% | 0.02% | -23.1% |
| TGT | Buy | TARGET CORP COM | $44,000 | +51.7% | 278 | +15.8% | 0.02% | +35.7% |
| MO | Buy | ALTRIA GROUP INC COM | $43,000 | +13.2% | 1,115 | +13.7% | 0.02% | 0.0% |
| ZM | Buy | ZOOM VIDEO COMMUNICATIONS INC COM CL A | $41,000 | +720.0% | 88 | +340.0% | 0.02% | +750.0% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC COM | $41,000 | -14.6% | 1,154 | +1.4% | 0.02% | -26.1% |
| SPLG | Buy | SPDR SERIES TRUST PORTFOLIO S&P 500 ETFetf | $40,000 | +8.1% | 1,027 | +0.4% | 0.02% | -5.6% |
| VVV | Buy | VALVOLINE INC COM | $39,000 | 0.0% | 2,054 | +0.5% | 0.02% | -10.5% |
| XLF | Buy | SELECT SECTOR SPDR TRUST AMEX FINANCIAL SEL IDX USDetf | $35,000 | +6.1% | 1,445 | +0.6% | 0.02% | -6.2% |
| XLV | Buy | SELECT SECTOR SPDR TRUST SBI HEALTHCARE ETFetf | $36,000 | +5.9% | 343 | +0.6% | 0.02% | -6.2% |
| SHOP | Buy | SHOPIFY INC COM CL A | $33,000 | +17.9% | 32 | +10.3% | 0.01% | +7.7% |
| KHC | Buy | KRAFT HEINZ CO COM | $33,000 | -5.7% | 1,114 | +0.5% | 0.01% | -17.6% |
| PTON | Buy | PELOTON INTERACTIVE INC COM CL A | $31,000 | +158.3% | 310 | +55.0% | 0.01% | +116.7% |
| Buy | JUST ENERGY GROUP INC COM | $31,000 | 0.0% | 10,043 | +0.4% | 0.01% | -13.3% | |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO COM | $31,000 | +14.8% | 507 | +10.7% | 0.01% | 0.0% |
| LUV | Buy | SOUTHWEST AIRLINES CO COM | $31,000 | +24.0% | 819 | +11.7% | 0.01% | +8.3% |
| TSCO | Buy | TRACTOR SUPPLY CO COM | $26,000 | +30.0% | 181 | +18.3% | 0.01% | +10.0% |
| DDOG | Buy | DATADOG INC COM CL A | $25,000 | +78.6% | 245 | +53.1% | 0.01% | +57.1% |
| BMO | Buy | BANK OF MONTREAL COM | $25,000 | +31.6% | 436 | +24.6% | 0.01% | +22.2% |
| VOT | Buy | VANGUARD MCAP GR IDXVIP ETFetf | $25,000 | +8.7% | 139 | +0.7% | 0.01% | 0.0% |
| ABBV | Buy | ABBVIE INC COM | $25,000 | 0.0% | 286 | +11.7% | 0.01% | -8.3% |
| CRWD | New | CROWDSTRIKE HOLDINGS INC COM CL A | $24,000 | – | 176 | +100.0% | 0.01% | – |
| MSI | Buy | MOTOROLA SOLUTIONS INC COM | $21,000 | +10.5% | 136 | +0.7% | 0.01% | 0.0% |
| HOG | Buy | HARLEY DAVIDSON COM | $22,000 | 0.0% | 908 | +0.1% | 0.01% | -10.0% |
| VNQ | Buy | VANGUARD REAL ESTATE ETFetf | $21,000 | 0.0% | 271 | +1.5% | 0.01% | -10.0% |
| VWO | Buy | VANGUARD FTSE EMR MKT ETFetf | $20,000 | +11.1% | 468 | +0.4% | 0.01% | -11.1% |
| HBAN | Buy | HUNTINGTON BANCSHARES INC COM | $19,000 | +5.6% | 2,018 | +0.5% | 0.01% | -11.1% |
| PFF | Buy | ISHARES TRUST PFD AND INCM SEC ETFetf | $18,000 | +5.9% | 483 | +1.3% | 0.01% | 0.0% |
| SNDR | Buy | SCHNEIDER NATIONAL INC COM CL B | $18,000 | 0.0% | 724 | +0.3% | 0.01% | -11.1% |
| AFL | Buy | AFLAC INC COM | $20,000 | +5.3% | 537 | +0.8% | 0.01% | -11.1% |
| GAL | Buy | SSGA ACTIVE ETF TR GLOBL ALLO ETFetf | $18,000 | +5.9% | 466 | +0.4% | 0.01% | 0.0% |
| ETN | Buy | EATON CORPORATION PLC COMetf | $20,000 | +17.6% | 196 | +0.5% | 0.01% | 0.0% |
| JCI | Buy | JOHNSON CONTROLS INTL PLC COM | $19,000 | +18.8% | 461 | +0.2% | 0.01% | 0.0% |
| CFG | Buy | CITIZENS FINL GROUP INC COM | $16,000 | +6.7% | 617 | +1.5% | 0.01% | 0.0% |
| CMI | Buy | CUMMINS INC COM | $16,000 | +23.1% | 74 | +1.4% | 0.01% | +16.7% |
| MRK | Buy | MERCK & CO INC COM | $16,000 | +700.0% | 197 | +515.6% | 0.01% | +600.0% |
| HPQ | Buy | HP INCORPORATION COM | $17,000 | +13.3% | 870 | +1.0% | 0.01% | 0.0% |
| ZS | Buy | ZSCALER INC COM | $16,000 | +300.0% | 115 | +187.5% | 0.01% | +250.0% |
| SYY | Buy | SYSCO CORP COM | $17,000 | +13.3% | 277 | +0.7% | 0.01% | 0.0% |
| PFG | Buy | PRINCIPAL FINANCIAL GROUP COM | $17,000 | -5.6% | 433 | +1.4% | 0.01% | -22.2% |
| PSA | Buy | PUBLIC STORAGE COM | $16,000 | +14.3% | 73 | +1.4% | 0.01% | 0.0% |
| DOCU | Buy | DOCUSIGN INC COM | $15,000 | +66.7% | 72 | +44.0% | 0.01% | +50.0% |
| VFC | Buy | V F CORP COM | $13,000 | +18.2% | 186 | +0.5% | 0.01% | +20.0% |
| SHAG | Buy | WISDOMTREE TR GROWTH LEADERS YIELD ENHANCED ETFetf | $13,000 | 0.0% | 250 | +0.4% | 0.01% | 0.0% |
| ETSY | Buy | ETSY INC COM | $13,000 | +30.0% | 108 | +20.0% | 0.01% | +20.0% |
| SWKS | Buy | SKYWORKS SOLUTIONS INC COM | $15,000 | +15.4% | 101 | +1.0% | 0.01% | 0.0% |
| HD | Buy | HOME DEPOT INC COM | $15,000 | +25.0% | 53 | +15.2% | 0.01% | 0.0% |
| KNSL | Buy | KINSALE CAPITAL GROUP INC COM | $15,000 | +87.5% | 77 | +54.0% | 0.01% | +50.0% |
| FVRR | New | FIVERR INTERNATIONAL LTD COM | $11,000 | – | 82 | +100.0% | 0.01% | – |
| MELI | Buy | MERCADOLIBRE INC COM | $11,000 | +37.5% | 10 | +25.0% | 0.01% | +25.0% |
| GNRC | Buy | GENERAC HLDGS INC COM | $12,000 | +100.0% | 64 | +20.8% | 0.01% | +66.7% |
| ZG | Buy | ZILLOW GROUP INC COM CL A | $12,000 | +100.0% | 119 | +19.0% | 0.01% | +66.7% |
| VCIT | Buy | VANGUARD INT-TERM CORP ETFbond etf | $11,000 | 0.0% | 115 | +0.9% | 0.01% | 0.0% |
| HTLF | Buy | HEARTLAND FINANCIAL USA INC COM | $11,000 | -15.4% | 381 | +0.5% | 0.01% | -16.7% |
| D | Buy | DOMINION ENERGY INC COM | $11,000 | +22.2% | 139 | +26.4% | 0.01% | +25.0% |
| XLB | Buy | SELECT SECTOR SPDR TRUST SBI MATERIALS ETFetf | $11,000 | +10.0% | 174 | +0.6% | 0.01% | 0.0% |
| SQ | New | SQUARE INC COM CL A | $11,000 | – | 68 | +100.0% | 0.01% | – |
| SCHD | New | SCHWAB STRATEGIC TR US DIVIDEND EQ ETFetf | $9,000 | – | 158 | +100.0% | 0.00% | – |
| BOTZ | Buy | GLOBAL X FDS RBTCS ARTFL INTE ETFetf | $10,000 | +11.1% | 359 | +0.3% | 0.00% | 0.0% |
| FXG | Buy | FIRST TRUST EXCH TRADED FUND 2 CONSUMR STAPLE ETFetf | $10,000 | +11.1% | 203 | +1.0% | 0.00% | 0.0% |
| MJ | Buy | ETF MANAGERS TRUST ETFMG ALTR HRVSTetf | $10,000 | +42.9% | 929 | +68.6% | 0.00% | +33.3% |
| MPC | Buy | MARATHON PETROLEUM CORP COM | $9,000 | -18.2% | 313 | +1.6% | 0.00% | -20.0% |
| RDFN | Buy | REDFIN CORPORATION COM | $10,000 | +25.0% | 205 | +2.5% | 0.00% | 0.0% |
| CCL | Buy | CARNIVAL CORP UNITS | $9,000 | +80.0% | 590 | +107.0% | 0.00% | +100.0% |
| AMD | Buy | ADVANCED MICRO DEVICES INC COM | $9,000 | +200.0% | 110 | +120.0% | 0.00% | +300.0% |
| HMC | Buy | HONDA MOTOR CO ADR SPONSORED | $9,000 | -10.0% | 384 | +0.3% | 0.00% | -20.0% |
| ASB | Buy | ASSOCIATED BANC-CORP COM | $6,000 | -14.3% | 508 | +1.2% | 0.00% | 0.0% |
| GILD | Buy | GILEAD SCIENCES INC COM | $7,000 | -12.5% | 104 | +1.0% | 0.00% | -25.0% |
| EMR | New | EMERSON ELECTRIC CO COM | $6,000 | – | 85 | +100.0% | 0.00% | – |
| PM | Buy | PHILIP MORRIS INTL INC COM | $8,000 | +14.3% | 109 | +14.7% | 0.00% | 0.0% |
| VEEV | Buy | VEEVA SYSTEMS INC COM CL A | $8,000 | +33.3% | 28 | +12.0% | 0.00% | 0.0% |
| TREX | Buy | TREX COMPANY INC COM | $6,000 | +100.0% | 82 | +310.0% | 0.00% | +200.0% |
| SNHNL | Buy | DIVERSIFIED HEALTHCARE TRUST 6.25 SR NT 01/02/46 USD | $7,000 | 0.0% | 365 | +2.0% | 0.00% | 0.0% |
| XLU | Buy | SELECT SECTOR SPDR TRUST SBI INT-UTILS ETFetf | $6,000 | 0.0% | 103 | +1.0% | 0.00% | 0.0% |
| DNP | Buy | DNP SELECT INCOME FUND INC COM | $8,000 | 0.0% | 747 | +1.9% | 0.00% | -25.0% |
| ACWI | Buy | ISHARES TRUST MSCI ACWI ETFmsci acwi etf | $7,000 | 0.0% | 92 | +2.2% | 0.00% | 0.0% |
| SMH | New | VANECK VECTORS ETF TRUST SEMICONDUCTOR ET ETFetf | $6,000 | – | 37 | +100.0% | 0.00% | – |
| DOV | Buy | DOVER CORP COM | $7,000 | +16.7% | 63 | +1.6% | 0.00% | 0.0% |
| GOLF | Buy | ACUSHNET HOLDINGS CORP COM | $7,000 | 0.0% | 208 | +0.5% | 0.00% | 0.0% |
| LNT | Buy | ALLIANT ENERGY CORP COM | $4,000 | 0.0% | 77 | +1.3% | 0.00% | 0.0% |
| CNP | Buy | CENTERPOINT ENERGY INC COM | $4,000 | 0.0% | 212 | +1.0% | 0.00% | 0.0% |
| CS | Buy | CREDIT SUISSE GROUP ADR SPONSORED | $5,000 | 0.0% | 504 | +10.5% | 0.00% | 0.0% |
| DCP | Buy | DCP MIDSTREAM LP COM UNITS LTD PARTNER INT | $4,000 | 0.0% | 321 | +2.6% | 0.00% | 0.0% |
| DNKN | Buy | DUNKIN BRANDS GROUP INC COM | $5,000 | +25.0% | 60 | +1.7% | 0.00% | 0.0% |
| EPD | New | ENTERPRISE PRODS PARTNERS L P COM UNITS REP LIM PART INT | $4,000 | – | 248 | +100.0% | 0.00% | – |
| FE | Buy | FIRSTENERGY CORP COM | $4,000 | -20.0% | 127 | +1.6% | 0.00% | 0.0% |
| SIL | Buy | GLOBAL X FDS GLOBAL X SILVER ETFsilver etf | $5,000 | +25.0% | 106 | +1.0% | 0.00% | 0.0% |
| IBM | Buy | INTERNATIONAL BUS MACH CORP COM | $5,000 | +150.0% | 40 | +122.2% | 0.00% | +100.0% |
| AOM | New | ISHARES TRUST MODERT ALLOC ETFetf | $5,000 | – | 121 | +100.0% | 0.00% | – |
| LRN | New | K12 INC COM | $4,000 | – | 168 | +100.0% | 0.00% | – |
| NP | Buy | NEENAH INC COM | $4,000 | -20.0% | 97 | +1.0% | 0.00% | 0.0% |
| NG | New | NOVAGOLD RESOURCES INC COM | $4,000 | – | 378 | +100.0% | 0.00% | – |
| RDSA | Buy | ROYAL DUTCH SHELL ADR SPONSORED | $4,000 | +100.0% | 168 | +184.7% | 0.00% | +100.0% |
| SO | Buy | SOUTHERN CO COM | $5,000 | 0.0% | 95 | +1.1% | 0.00% | 0.0% |
| TDJ | Buy | TELEPHONE & DATA SYSTEMS INC 7 PRF SR NTS 15/03/2060 | $4,000 | 0.0% | 153 | +1.3% | 0.00% | 0.0% |
| USB | Buy | US BANCORP COM | $4,000 | 0.0% | 111 | +0.9% | 0.00% | 0.0% |
| PSTI | New | PLURISTEM THERAPEUTICS INC COM | $2,000 | – | 209 | +100.0% | 0.00% | – |
| ES | Buy | EVERSOURCE ENERGY COM | $3,000 | 0.0% | 37 | +2.8% | 0.00% | 0.0% |
| MGIC | New | MAGIC SOFTWARE ENTERPRISES COM | $2,000 | – | 142 | +100.0% | 0.00% | – |
| DX | Buy | DYNEX CAPITAL INC COM | $3,000 | 0.0% | 226 | +1.8% | 0.00% | 0.0% |
| OCSL | Buy | OAKTREE SPECIALTY LENDING CORP COM | $2,000 | 0.0% | 346 | +2.4% | 0.00% | 0.0% |
| DHY | Buy | CRED SUIS HI YL BD SH BEN INTsh ben int | $2,000 | 0.0% | 1,081 | +0.8% | 0.00% | 0.0% |
| PNNT | Buy | PENNANTPARK INVEST CORP COM | $3,000 | 0.0% | 959 | +3.5% | 0.00% | 0.0% |
| NZF | Buy | NUVEEN DIVID ADVANTAGE MUN FD COM SH BEN INTetf | $2,000 | 0.0% | 132 | +1.5% | 0.00% | 0.0% |
| NET | New | CLOUDFLARE INC COM CL A | $3,000 | – | 76 | +100.0% | 0.00% | – |
| NEAR | Buy | ISHARES US ETF TRUST SHT MAT BD ETFetf | $3,000 | 0.0% | 66 | +1.5% | 0.00% | 0.0% |
| TWO | Buy | TWO HARBORS INVESMENT CORP COM NEW | $2,000 | 0.0% | 320 | +2.9% | 0.00% | 0.0% |
| RGLD | New | ROYAL GOLD INC COM | $3,000 | – | 25 | +100.0% | 0.00% | – |
| SONO | New | SONOS INC COM | $3,000 | – | 230 | +100.0% | 0.00% | – |
| U | New | UNITY SOFTWARE INC COM | $3,000 | – | 32 | +100.0% | 0.00% | – |
| AVNS | Buy | AVANOS MEDICAL INC COM | $2,000 | 0.0% | 74 | +10.4% | 0.00% | 0.0% |
| GIS | New | GENERAL MILLS INC COM | $2,000 | – | 28 | +100.0% | 0.00% | – |
| IVZ | New | INVESCO LTD COM | $2,000 | – | 152 | +100.0% | 0.00% | – |
| ABR | Buy | ARBOR REALTY TRUST INC COM | $2,000 | 0.0% | 189 | +6.2% | 0.00% | 0.0% |
| MET | Buy | METLIFE INC COM | $2,000 | 0.0% | 55 | +1.9% | 0.00% | 0.0% |
| MPW | Buy | MEDICAL PROPERTIES TRUST INC COM | $3,000 | 0.0% | 184 | +1.7% | 0.00% | 0.0% |
| PSEC | Buy | PROSPECT CAPITAL CORPORATION COM | $3,000 | 0.0% | 509 | +2.6% | 0.00% | 0.0% |
| FROG | New | JFROG LTD COM | $3,000 | – | 35 | +100.0% | 0.00% | – |
| BHP | New | BHP GROUP LTD ADR SPONSORED | $1,000 | – | 21 | +100.0% | 0.00% | – |
| ALE | Buy | ALLETE INC COM | $1,000 | 0.0% | 25 | +4.2% | 0.00% | – |
| SCHM | New | SCHWAB STRATEGIC TR US MID-CAP ETFetf | $1,000 | – | 19 | +100.0% | 0.00% | – |
| PAA | New | PLAINS ALL AMER PIPELINE LP/PA UNIT REP LIM PART INT NPV | $1,000 | – | 116 | +100.0% | 0.00% | – |
| OXY | New | OCCIDENTAL PETROLEUM CORP COM | $1,000 | – | 100 | +100.0% | 0.00% | – |
| SOUHY | New | SOUTH32 LTD ADR SPONSORED | $0 | – | 8 | +100.0% | 0.00% | – |
| MAIN | New | MAIN STREET CAP CORP COM | $1,000 | – | 32 | +100.0% | 0.00% | – |
| IJS | New | ISHARES TRUST SP SMCP600VL ETFetf | $1,000 | – | 7 | +100.0% | 0.00% | – |
| FEN | New | FIRST TR ENERGY INCOME & GROWT COMetf | $1,000 | – | 134 | +100.0% | 0.00% | – |
| EXC | New | EXELON CORP COM | $1,000 | – | 22 | +100.0% | 0.00% | – |
| WAB | New | WABTEC CORP COM | $0 | – | 1 | +100.0% | 0.00% | – |
| LUMN | Buy | LUMEN TECHNOLOGIES INC COM | $1,000 | 0.0% | 102 | +2.0% | 0.00% | – |
| ERC | Buy | WELLS FARGO ADV MULTI-SECTOR I COMetf | $1,000 | 0.0% | 120 | +2.6% | 0.00% | – |
| WU | Buy | WESTERN UNION COMPANY (THE) COM | $1,000 | 0.0% | 69 | +3.0% | 0.00% | – |
| CAT | New | CATERPILLAR INC COM | $0 | – | 1 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-04
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.