$241 Million is the total value of Winch Advisory Services, LLC's 447 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 38.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC COM | $20,618,000 | +13.8% | 155,382 | -0.7% | 8.57% | +11.7% |
| SPTM | Sell | SPDR SERIES TRUST PORTFOLI S&P 1500 COMP STK ETFetf | $19,833,000 | +10.2% | 430,304 | -2.2% | 8.24% | +8.2% |
| AMZN | Sell | AMAZON COM INC COM | $16,639,000 | +3.2% | 5,109 | -0.2% | 6.91% | +1.3% |
| VGSH | Sell | VANGUARD SHORT TERM TREAS ETFetf | $13,992,000 | -40.0% | 227,139 | -39.5% | 5.81% | -41.1% |
| SHY | Sell | ISHARES TRUST 1 3 YR TREAS BD ETFetf | $13,939,000 | -11.0% | 161,370 | -10.9% | 5.79% | -12.7% |
| QQQ | Sell | INVESCO QQQ TRUST UNIT SER 1 ETFetf | $12,594,000 | +6.5% | 40,141 | -5.7% | 5.23% | +4.5% |
| MSFT | Sell | MICROSOFT CORP COM | $10,969,000 | +4.8% | 49,319 | -0.9% | 4.56% | +2.9% |
| BIL | Sell | SPDR SERIES TRUST SPDR BLOOMBERG ETFetf | $10,487,000 | -45.7% | 114,588 | -45.7% | 4.36% | -46.7% |
| SHV | Buy | ISHARES TRUST SHORT TREAS BD ETFetf | $10,366,000 | +9.5% | 93,783 | +9.7% | 4.31% | +7.5% |
| SPYV | Buy | SPDR SERIES TRUST PRTFLO S&P500 VL ETFetf | $9,298,000 | +222.2% | 270,369 | +182.9% | 3.86% | +216.2% |
| GBIL | Sell | GOLDMAN SACHS ETF TRUST ACCES TREASURY ETFetf | $6,716,000 | -44.8% | 67,078 | -44.6% | 2.79% | -45.8% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC COM CL Bcl b new | $6,209,000 | +8.9% | 26,779 | +0.0% | 2.58% | +6.9% |
| V | Buy | VISA INC COM CL A | $6,158,000 | +9.8% | 28,154 | +0.4% | 2.56% | +7.8% |
| GOOG | Sell | ALPHABET INC COM CL C | $6,155,000 | +18.8% | 3,513 | -0.4% | 2.56% | +16.6% |
| SYK | Buy | STRYKER CORP COM | $4,334,000 | +18.4% | 17,688 | +0.6% | 1.80% | +16.2% |
| DIS | Buy | WALT DISNEY COMPANY (THE) COM | $4,323,000 | +47.4% | 23,860 | +0.9% | 1.80% | +44.6% |
| NFLX | Sell | NETFLIX INC COM | $4,156,000 | +6.9% | 7,685 | -1.2% | 1.73% | +4.9% |
| NVDA | Sell | NVIDIA CORP COM | $3,831,000 | -6.7% | 7,336 | -3.3% | 1.59% | -8.5% |
| PYPL | Sell | PAYPAL HOLDINGS INC COM | $3,444,000 | +16.9% | 14,705 | -1.6% | 1.43% | +14.8% |
| ADBE | Sell | ADOBE INC COM | $3,166,000 | +1.3% | 6,330 | -0.7% | 1.32% | -0.5% |
| CRM | Buy | SALESFORCE.COM INC COM | $3,143,000 | -10.7% | 14,122 | +0.8% | 1.31% | -12.3% |
| SPEM | Buy | SPDR INDEX SHARES FUNDS PORTFOLIO EMG MK ETFetf | $2,939,000 | +10034.5% | 69,712 | +8668.8% | 1.22% | +10075.0% |
| JPM | Buy | JP MORGAN CHASE & CO COM | $2,899,000 | +33.4% | 22,811 | +1.1% | 1.20% | +31.0% |
| BABA | Buy | ALIBABA GROUP HOLDING LTD ADR SPONSOREDspon adr | $2,582,000 | -19.7% | 11,096 | +1.4% | 1.07% | -21.2% |
| NKE | Sell | NIKE INC COM CL B | $2,413,000 | +10.9% | 17,054 | -1.6% | 1.00% | +8.9% |
| XLE | Buy | SELECT SECTOR SPDR TRUST ENERGY ETFetf | $2,289,000 | +5923.7% | 60,388 | +4628.9% | 0.95% | +5843.8% |
| IAU | Buy | ISHARES GOLD TRUST ISHARES ETFetf | $2,253,000 | +235.3% | 124,263 | +232.5% | 0.94% | +228.4% |
| C | Buy | CITIGROUP INC COM | $2,030,000 | +44.6% | 32,921 | +1.1% | 0.84% | +42.1% |
| FB | Buy | FACEBOOK INC COM CL A | $1,837,000 | +5.8% | 6,726 | +1.5% | 0.76% | +3.8% |
| SPY | Buy | SPDR S&P500 ETF TRUST TR UNIT ETFtr unit | $1,623,000 | +13.4% | 4,342 | +1.6% | 0.67% | +11.2% |
| SPIB | Buy | SPDR SERIES TRUST PORTFOLIO INTRMD ETFetf | $1,610,000 | +1.7% | 43,313 | +0.6% | 0.67% | -0.1% |
| MA | Buy | MASTERCARD INCORPORATED COM CL A | $1,587,000 | +14.3% | 4,445 | +8.2% | 0.66% | +12.1% |
| GLD | Buy | SPDR GOLD TRUST GOLD SHS ETFetf | $1,531,000 | +13.7% | 8,581 | +12.8% | 0.64% | +11.6% |
| HON | Buy | HONEYWELL INTERNATIONAL INC COM | $1,418,000 | +30.5% | 6,667 | +1.0% | 0.59% | +28.0% |
| KO | Buy | COCA-COLA CO COM | $1,191,000 | +18.3% | 21,723 | +6.5% | 0.50% | +16.2% |
| TXN | Buy | TEXAS INSTRUMENTS INC COM | $1,177,000 | +33.4% | 7,170 | +16.1% | 0.49% | +31.1% |
| SPAB | Sell | SPDR SERIES TRUST PORTFOLIO AGRGTE ETFetf | $1,054,000 | -2.7% | 34,243 | -2.6% | 0.44% | -4.6% |
| COST | Buy | COSTCO WHOLESALE CORP COM | $1,044,000 | +25.3% | 2,772 | +18.2% | 0.43% | +22.9% |
| SBUX | Buy | STARBUCKS CORP COM | $925,000 | +38.5% | 8,646 | +11.2% | 0.38% | +35.7% |
| MDT | Buy | MEDTRONIC PLC COM | $906,000 | +22.4% | 7,736 | +8.7% | 0.38% | +20.1% |
| EBAY | Buy | EBAY INC COM | $850,000 | -2.2% | 16,920 | +1.4% | 0.35% | -4.1% |
| SPIP | Buy | SPDR SERIES TRUST PORTFLI TIPS ETFetf | $807,000 | +10.2% | 25,900 | +9.3% | 0.34% | +8.1% |
| ROP | Sell | ROPER TECHNOLOGIES INC COM | $715,000 | +6.9% | 1,657 | -2.1% | 0.30% | +4.9% |
| MMM | Sell | 3M COMPANY COM | $709,000 | +8.7% | 4,057 | -0.3% | 0.30% | +6.9% |
| WEC | Sell | WEC ENERGY GROUP INC COM | $640,000 | -6.4% | 6,949 | -1.5% | 0.27% | -8.3% |
| AGGY | Buy | WISDOMTREE TRUST YLD ENH US AGGREGATE BD FDetf | $623,000 | +0.8% | 11,596 | +0.9% | 0.26% | -1.1% |
| NOC | Buy | NORTHROP GRUMMAN CORP COM | $623,000 | -0.6% | 2,043 | +2.8% | 0.26% | -2.3% |
| PG | Buy | PROCTER & GAMBLE CO COM | $597,000 | +30.9% | 4,293 | +31.0% | 0.25% | +28.5% |
| RTX | Buy | RAYTHEON TECH CORP COM | $544,000 | +61.4% | 7,605 | +30.0% | 0.23% | +58.0% |
| TSLA | Buy | TESLA INC COM | $506,000 | +83.3% | 717 | +11.5% | 0.21% | +79.5% |
| MRVL | Buy | MARVELL TECH GROUP COM | $495,000 | +146.3% | 10,407 | +105.9% | 0.21% | +142.4% |
| VZ | Sell | VERIZON COMMUNICATIONS COM | $470,000 | -3.1% | 7,997 | -1.9% | 0.20% | -4.9% |
| GOOGL | Buy | ALPHABET INC COM CL A | $396,000 | +21.1% | 226 | +1.3% | 0.16% | +19.6% |
| T | Sell | AT&T INC COM | $325,000 | -3.0% | 11,306 | -3.8% | 0.14% | -4.9% |
| ULST | Buy | SSGA ACTIVE ETF TR ULTRA SHORT TERM BD ETFetf | $285,000 | +0.4% | 7,048 | +0.3% | 0.12% | -1.7% |
| MCD | Sell | MCDONALD'S CORPORATION COM | $281,000 | -17.8% | 1,308 | -16.2% | 0.12% | -19.3% |
| VTI | Buy | VANGUARD TOTAL STK MKT ETFetf | $273,000 | +14.2% | 1,404 | +0.1% | 0.11% | +11.9% |
| KMB | Buy | KIMBERLY CLARK CORP COM | $219,000 | -8.4% | 1,625 | +0.6% | 0.09% | -9.9% |
| FIS | FIDELITY NATIONAL INFORMATION COM | $212,000 | -4.1% | 1,500 | 0.0% | 0.09% | -6.4% | |
| IBB | Buy | ISHARES TRUST NASDAQ BIOTECH ETFbiotech etf | $208,000 | +13.7% | 1,371 | +1.6% | 0.09% | +11.7% |
| WMT | Buy | WALMART INC COM | $172,000 | +52.2% | 1,194 | +48.1% | 0.07% | +47.9% |
| KLAC | Buy | KLA CORPORATION COM | $156,000 | +39.3% | 601 | +4.0% | 0.06% | +38.3% |
| IWM | ISHARES RUSSELL 2000 ETFetf | $145,000 | +30.6% | 741 | 0.0% | 0.06% | +27.7% | |
| AMCR | Buy | AMCOR PLC COM | $139,000 | +7.8% | 11,823 | +1.0% | 0.06% | +5.5% |
| MDY | SPDR S&P MIDCAP 400 ETF TR UNIT SER 1 ST & POORS DEPetf | $134,000 | +24.1% | 318 | 0.0% | 0.06% | +21.7% | |
| JNJ | Buy | JOHNSON & JOHNSON COM | $133,000 | +58.3% | 847 | +49.4% | 0.06% | +52.8% |
| DIA | Buy | SPDR DOW JONES IND UT SER 1 ETFetf | $118,000 | +20.4% | 385 | +9.4% | 0.05% | +19.5% |
| VHT | Buy | VANGUARD HEALTH CAR ETFetf | $118,000 | +10.3% | 527 | +0.2% | 0.05% | +8.9% |
| PFE | Buy | PFIZER INC COM | $110,000 | +89.7% | 2,986 | +87.7% | 0.05% | +84.0% |
| CVX | Buy | CHEVRON CORPORATION COM | $111,000 | +18.1% | 1,317 | +0.8% | 0.05% | +15.0% |
| F | Sell | FORD MOTOR CO COM | $110,000 | +27.9% | 12,488 | -3.6% | 0.05% | +27.8% |
| VGIT | Buy | VANGUARD INTER TERM TREAS ETFetf | $103,000 | -1.0% | 1,487 | +1.2% | 0.04% | -2.3% |
| BA | BOEING CO COM | $100,000 | +29.9% | 465 | 0.0% | 0.04% | +27.3% | |
| ATVI | Activision Blizzard, Inc. | $98,000 | +15.3% | 1,052 | 0.0% | 0.04% | +13.9% | |
| UNH | Buy | UNITEDHEALTH GROUP INC COM | $94,000 | +20.5% | 267 | +7.2% | 0.04% | +18.2% |
| DOW | Buy | DOW INC COM | $93,000 | +29.2% | 1,675 | +9.8% | 0.04% | +30.0% |
| WM | Buy | WASTE MANAGEMENT INC COM | $95,000 | +5.6% | 802 | +0.4% | 0.04% | +2.6% |
| EEM | ISHARES TRUST MSCI EMG MKT ETFetf | $89,000 | +17.1% | 1,718 | 0.0% | 0.04% | +15.6% | |
| WFC | Buy | WELLS FARGO & COMPANY COM | $82,000 | +28.1% | 2,714 | +0.4% | 0.03% | +25.9% |
| VYM | Buy | VANGUARD HIGH DIV YLD ETFetf | $82,000 | +13.9% | 897 | +0.3% | 0.03% | +13.3% |
| VGK | VANGUARD FTSE EUROPE ETFetf | $79,000 | +14.5% | 1,319 | 0.0% | 0.03% | +13.8% | |
| PEP | PEPSICO INC COM | $78,000 | +6.8% | 528 | 0.0% | 0.03% | +3.2% | |
| FAX | Buy | ABERDEEN ASIA PACI COM | $74,000 | +12.1% | 16,710 | +1.4% | 0.03% | +10.7% |
| XEL | Buy | XCEL ENERGY INC COM | $71,000 | -2.7% | 1,059 | +0.7% | 0.03% | -3.2% |
| XLC | Buy | SELECT SECTOR SPDR TRUST COMUNICATION SERVC SELECTetf | $67,000 | +13.6% | 989 | +0.1% | 0.03% | +12.0% |
| IYR | iShares U.S. Real Estate ETFetf | $66,000 | +8.2% | 769 | 0.0% | 0.03% | +3.8% | |
| COP | Sell | CONOCOPHILLIPS COM | $66,000 | +11.9% | 1,639 | -8.0% | 0.03% | +8.0% |
| LYB | LYONDELLBASELL INDUSTRIES N V COM | $63,000 | +31.2% | 682 | 0.0% | 0.03% | +30.0% | |
| FDX | Buy | FEDEX CORP COM | $61,000 | +7.0% | 236 | +3.5% | 0.02% | +4.2% |
| ASH | Buy | ASHLAND GLOBAL HOLDINGS INC COM | $59,000 | +13.5% | 741 | +0.4% | 0.02% | +13.6% |
| SPSB | Sell | SPDR SERIES TRUST PORTFOLIO SHORT ETFetf | $59,000 | -3.3% | 1,872 | -3.0% | 0.02% | -3.8% |
| XLK | Buy | SELECT SECTOR SPDR TRUST TECHNOLOGY ETFetf | $61,000 | +10.9% | 468 | +0.2% | 0.02% | +8.7% |
| J | JACOBS ENGINEERING GROUP INC COM | $58,000 | +18.4% | 530 | 0.0% | 0.02% | +14.3% | |
| VLO | Buy | VALERO ENERGY CORP COM | $55,000 | +31.0% | 972 | +0.2% | 0.02% | +27.8% |
| DD | Buy | DUPONT DE NEMOURS INC COM | $55,000 | +31.0% | 773 | +3.2% | 0.02% | +27.8% |
| XOM | Sell | EXXON MOBIL CORPORATION COM | $55,000 | +14.6% | 1,325 | -5.2% | 0.02% | +15.0% |
| TGT | Buy | TARGET CORP COM | $56,000 | +27.3% | 318 | +14.4% | 0.02% | +21.1% |
| LRCX | Buy | LAM RESEARCH CORP COM | $54,000 | +50.0% | 114 | +5.6% | 0.02% | +46.7% |
| BP | Sell | BP ADR SPONSORED | $53,000 | +6.0% | 2,587 | -10.4% | 0.02% | +4.8% |
| CRWD | Buy | CROWDSTRIKE HOLDINGS INC COM CL A | $50,000 | +108.3% | 236 | +34.1% | 0.02% | +110.0% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC COM | $47,000 | +14.6% | 1,167 | +1.1% | 0.02% | +17.6% |
| EMN | EASTMAN CHEMICAL CO COM | $48,000 | +29.7% | 479 | 0.0% | 0.02% | +25.0% | |
| VVV | Buy | VALVOLINE INC COM | $48,000 | +23.1% | 2,065 | +0.5% | 0.02% | +17.6% |
| IEO | ISHARES TRUST US OIL GS EX ETFetf | $47,000 | +34.3% | 1,311 | 0.0% | 0.02% | +33.3% | |
| LMT | LOCKHEED MARTIN CORP COM | $49,000 | -7.5% | 139 | 0.0% | 0.02% | -9.1% | |
| SPLG | Buy | SPDR SERIES TRUST PORTFOLIO S&P 500 ETFetf | $45,000 | +12.5% | 1,031 | +0.4% | 0.02% | +11.8% |
| DAL | DELTA AIR LINES INC COM | $45,000 | +32.4% | 1,115 | 0.0% | 0.02% | +35.7% | |
| PTON | Sell | PELOTON INTERACTIVE INC COM CL A | $45,000 | +45.2% | 294 | -5.2% | 0.02% | +46.2% |
| XLF | Buy | SELECT SECTOR SPDR TRUST SBI INT-FINL ETFetf | $43,000 | +22.9% | 1,452 | +0.5% | 0.02% | +20.0% |
| INTC | Sell | INTEL CORP COM | $42,000 | -10.6% | 840 | -7.4% | 0.02% | -15.0% |
| EOG | EOG RESOURCES INC COM | $40,000 | +37.9% | 807 | 0.0% | 0.02% | +41.7% | |
| SKYY | Buy | FIRST TRUST EXCH TRADED FUND 2 CLOUD COMPUTING ETFetf | $42,000 | +2000.0% | 444 | +1750.0% | 0.02% | +1600.0% |
| MO | Sell | ALTRIA GROUP INC COM | $41,000 | -4.7% | 997 | -10.6% | 0.02% | -5.6% |
| LUV | Buy | SOUTHWEST AIRLINES CO COM | $41,000 | +32.3% | 872 | +6.5% | 0.02% | +30.8% |
| KHC | Buy | KRAFT HEINZ CO COM | $39,000 | +18.2% | 1,117 | +0.3% | 0.02% | +14.3% |
| XLV | Buy | SELECT SECTOR SPDR TRUST SBI HEALTHCARE ETFetf | $39,000 | +8.3% | 344 | +0.3% | 0.02% | +6.7% |
| ARKK | New | ARK ETF TR INNOVATION ETFetf | $39,000 | – | 312 | +100.0% | 0.02% | – |
| VWO | Buy | VANGUARD FTSE EMR MKT ETFetf | $36,000 | +80.0% | 712 | +52.1% | 0.02% | +87.5% |
| NCBS | NICOLET BANKSHARES INC COM | $33,000 | +22.2% | 497 | 0.0% | 0.01% | +27.3% | |
| HD | Buy | HOME DEPOT INC COM | $34,000 | +126.7% | 127 | +139.6% | 0.01% | +133.3% |
| HOG | HARLEY DAVIDSON COM | $33,000 | +50.0% | 908 | 0.0% | 0.01% | +55.6% | |
| ILMN | Illumina, Inc. | $33,000 | +22.2% | 88 | 0.0% | 0.01% | +27.3% | |
| AGG | ISHARES TRUST CORE US AGGBD ET ETFcore totusbd etf | $32,000 | 0.0% | 270 | 0.0% | 0.01% | -7.1% | |
| GSK | Buy | GLAXOSMITHKLINE ADR SPONSORED | $32,000 | 0.0% | 871 | +1.3% | 0.01% | -7.1% |
| IP | INTERNATIONAL PAPER CO COM | $31,000 | +24.0% | 621 | 0.0% | 0.01% | +18.2% | |
| DDOG | Buy | DATADOG INC COM CL A | $31,000 | +24.0% | 310 | +26.5% | 0.01% | +18.2% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO COM | $31,000 | 0.0% | 508 | +0.2% | 0.01% | 0.0% |
| VOT | VANGUARD MCAP GR IDXVIP ETFetf | $29,000 | +16.0% | 139 | 0.0% | 0.01% | +9.1% | |
| ITW | Buy | ILLINOIS TOOL WORKS INC COM | $28,000 | +7.7% | 135 | +0.7% | 0.01% | +9.1% |
| Sell | INVENTRUST PROPERTIES CORP NSA | $29,000 | -6.5% | 10,000 | -0.4% | 0.01% | -7.7% | |
| ABBV | Sell | ABBVIE INC COM | $30,000 | +20.0% | 280 | -2.1% | 0.01% | +9.1% |
| TTD | Buy | THE TRADE DESK INC COM CL A | $30,000 | +114.3% | 37 | +37.0% | 0.01% | +100.0% |
| ROKU | Buy | ROKU INC COM CL A | $28,000 | +133.3% | 84 | +35.5% | 0.01% | +140.0% |
| HBAN | Buy | HUNTINGTON BANCSHARES INC COM | $26,000 | +36.8% | 2,030 | +0.6% | 0.01% | +37.5% |
| VB | Buy | VANGUARD SMALL CP ETFetf | $27,000 | +145.5% | 138 | +97.1% | 0.01% | +120.0% |
| BMO | Sell | BANK OF MONTREAL COM | $27,000 | +8.0% | 350 | -19.7% | 0.01% | 0.0% |
| CLDR | CLOUDERA INC COM | $26,000 | +30.0% | 1,870 | 0.0% | 0.01% | +37.5% | |
| SHOP | Sell | SHOPIFY INC COM CL A | $25,000 | -24.2% | 22 | -31.2% | 0.01% | -28.6% |
| AFL | Buy | AFLAC INC COM | $24,000 | +20.0% | 541 | +0.7% | 0.01% | +25.0% |
| ZBH | Buy | ZIMMER BIOMET HOLDINGS INC COM | $24,000 | +9.1% | 159 | +0.6% | 0.01% | +11.1% |
| VOO | New | VANGUARD S&P 500 ETF SHSetf | $25,000 | – | 73 | +100.0% | 0.01% | – |
| ZM | Sell | ZOOM VIDEO COMMUNICATIONS INC COM CL A | $24,000 | -41.5% | 71 | -19.3% | 0.01% | -41.2% |
| VXUS | Buy | VANGUARD STAR FD TL INTL STK F ETFetf | $23,000 | +27.8% | 387 | +9.6% | 0.01% | +25.0% |
| ETN | Buy | EATON CORPORATION PLC COMetf | $24,000 | +20.0% | 197 | +0.5% | 0.01% | +25.0% |
| JCI | Buy | JOHNSON CONTROLS INTL PLC COM | $25,000 | +31.6% | 529 | +14.8% | 0.01% | +25.0% |
| MSI | MOTOROLA SOLUTIONS INC COM | $23,000 | +9.5% | 136 | 0.0% | 0.01% | +11.1% | |
| VEA | Buy | VANGUARD FTSE DEV MKT ETFetf | $25,000 | +127.3% | 523 | +97.4% | 0.01% | +100.0% |
| UAL | UNITED AIRLINES HOLDINGS COM | $23,000 | +27.8% | 532 | 0.0% | 0.01% | +25.0% | |
| DE | Buy | DEERE & CO COM | $25,000 | +25.0% | 92 | +1.1% | 0.01% | +25.0% |
| BAC | Buy | BANK OF AMERICA CORPORATION COM | $24,000 | +300.0% | 783 | +197.7% | 0.01% | +233.3% |
| SYY | Buy | SYSCO CORP COM | $21,000 | +23.5% | 279 | +0.7% | 0.01% | +28.6% |
| HRTX | HERON THERAPEUTICS INC COM | $21,000 | +40.0% | 1,000 | 0.0% | 0.01% | +50.0% | |
| PURPOSE SILVER BULLION FUND ETF NON CURRENCY | $21,000 | +16.7% | 1,450 | 0.0% | 0.01% | +12.5% | ||
| CL | COLGATE-PALMOLIVE CO COM | $21,000 | +10.5% | 248 | 0.0% | 0.01% | +12.5% | |
| TSCO | Sell | TRACTOR SUPPLY CO COM | $22,000 | -15.4% | 154 | -14.9% | 0.01% | -18.2% |
| CFG | Buy | CITIZENS FINL GROUP INC COM | $22,000 | +37.5% | 625 | +1.3% | 0.01% | +28.6% |
| HPQ | Buy | HP INCORPORATION COM | $22,000 | +29.4% | 878 | +0.9% | 0.01% | +28.6% |
| USO | UNITED STATES OIL FUND LP UNITS ETFetf | $22,000 | +22.2% | 652 | 0.0% | 0.01% | +12.5% | |
| SQ | Buy | SQUARE INC COM CL A | $21,000 | +90.9% | 97 | +42.6% | 0.01% | +80.0% |
| GAL | Buy | SSGA ACTIVE ETF TR GLOBAL ALLOCATION ETFetf | $20,000 | +11.1% | 470 | +0.9% | 0.01% | 0.0% |
| ALB | Buy | ALBEMARLE CORP COM | $20,000 | +66.7% | 139 | +0.7% | 0.01% | +60.0% |
| CCL | Buy | CARNIVAL CORP UNITS | $20,000 | +122.2% | 936 | +58.6% | 0.01% | +100.0% |
| GD | GENERAL DYNAMICS CORP COM | $19,000 | +5.6% | 127 | 0.0% | 0.01% | 0.0% | |
| KNSL | Buy | KINSALE CAPITAL GROUP INC COM | $20,000 | +33.3% | 100 | +29.9% | 0.01% | +33.3% |
| MKC | Buy | MCCORMICK & COMPANY INC COM | $20,000 | -23.1% | 212 | +59.4% | 0.01% | -27.3% |
| QCOM | Buy | QUALCOMM INC COM | $20,000 | +300.0% | 132 | +193.3% | 0.01% | +300.0% |
| FVRR | Buy | FIVERR INTERNATIONAL LTD COM | $19,000 | +72.7% | 97 | +18.3% | 0.01% | +60.0% |
| IPGP | IPG PHOTONICS CORPORATION COM | $17,000 | +30.8% | 75 | 0.0% | 0.01% | +16.7% | |
| CMCSA | New | COMCAST CORP COM CL A | $16,000 | – | 301 | +100.0% | 0.01% | – |
| PSA | Buy | PUBLIC STORAGE COM USD0.10 | $17,000 | +6.2% | 74 | +1.4% | 0.01% | 0.0% |
| AAL | AMERICAN AIRLINES GROUP INC COM | $16,000 | +23.1% | 1,045 | 0.0% | 0.01% | +16.7% | |
| PLXS | PLEXUS CORP COM | $16,000 | +14.3% | 200 | 0.0% | 0.01% | +16.7% | |
| EXAS | Buy | EXACT SCIENCES CORP COM | $17,000 | +41.7% | 128 | +7.6% | 0.01% | +40.0% |
| BCML | BAYCOM CORP COM | $18,000 | +50.0% | 1,200 | 0.0% | 0.01% | +40.0% | |
| CMI | CUMMINS INC COM | $17,000 | +6.2% | 74 | 0.0% | 0.01% | 0.0% | |
| SLB | SCHLUMBERGER LIMITED COM | $17,000 | +41.7% | 772 | 0.0% | 0.01% | +40.0% | |
| WPM | Buy | WHEATON PRECIOUS METALS CORP COM | $17,000 | -15.0% | 409 | +0.5% | 0.01% | -12.5% |
| VFC | Buy | V F CORP COM | $16,000 | +23.1% | 187 | +0.5% | 0.01% | +16.7% |
| MELI | MERCADOLIBRE INC COM | $17,000 | +54.5% | 10 | 0.0% | 0.01% | +40.0% | |
| PFG | Sell | PRINCIPAL FINANCIAL GROUP COM | $17,000 | 0.0% | 342 | -21.0% | 0.01% | 0.0% |
| SNDR | Buy | SCHNEIDER NATIONAL INC COM CL B | $16,000 | -11.1% | 792 | +9.4% | 0.01% | -12.5% |
| X | UNITED STATES STEEL CORP COM | $17,000 | +112.5% | 1,024 | 0.0% | 0.01% | +133.3% | |
| XLI | Buy | SELECT SECTOR SPDR TRUST SBI INT-INDS ETFetf | $14,000 | +16.7% | 159 | +0.6% | 0.01% | +20.0% |
| AVGO | New | BROADCOM INC COM | $15,000 | – | 35 | +100.0% | 0.01% | – |
| CMG | CHIPOTLE MEXICAN GRILL COM | $14,000 | +16.7% | 10 | 0.0% | 0.01% | +20.0% | |
| WELL | Sell | WELLTOWER INC COM USD1 | $15,000 | -25.0% | 230 | -35.0% | 0.01% | -25.0% |
| PRU | PRUDENTIAL FINANCIAL INC COM | $14,000 | +27.3% | 177 | 0.0% | 0.01% | +20.0% | |
| LLY | ELI LILLY AND COMPANY COM | $14,000 | +16.7% | 82 | 0.0% | 0.01% | +20.0% | |
| HTLF | Buy | HEARTLAND FINANCIAL USA INC COM | $15,000 | +36.4% | 383 | +0.5% | 0.01% | +20.0% |
| FUV | ARCIMOTO INC COM | $15,000 | +114.3% | 1,119 | 0.0% | 0.01% | +100.0% | |
| VTV | New | VANGUARD VALUE ETFetf | $14,000 | – | 121 | +100.0% | 0.01% | – |
| MAR | MARRIOTT INTERNATIONAL INC COM CL A | $15,000 | +50.0% | 113 | 0.0% | 0.01% | +50.0% | |
| GNRC | GENERAC HLDGS INC COM | $15,000 | +25.0% | 64 | 0.0% | 0.01% | +20.0% | |
| ETSY | Sell | ETSY INC COM | $14,000 | +7.7% | 78 | -27.8% | 0.01% | 0.0% |
| XME | Buy | SPDR SERIES TRUST S&P METALS MNG ETFetf | $14,000 | +40.0% | 426 | +0.2% | 0.01% | +50.0% |
| SWKS | SKYWORKS SOLUTIONS INC COM | $15,000 | 0.0% | 101 | 0.0% | 0.01% | 0.0% | |
| TSM | Buy | TAIWAN SEMICONDUCTOR MANUFACTU ADR SPONSORED | $15,000 | +36.4% | 135 | +0.7% | 0.01% | +20.0% |
| SPYG | SPDR SERIES TRUST PRTFLO S&P500 GW ETFetf | $14,000 | +7.7% | 252 | 0.0% | 0.01% | 0.0% | |
| NET | Buy | CLOUDFLARE INC COM CL A | $15,000 | +400.0% | 200 | +163.2% | 0.01% | +500.0% |
| NCLH | Buy | NORWEGIAN CRUISE LINE HLDGS LT COM | $13,000 | +225.0% | 506 | +137.6% | 0.01% | +150.0% |
| PINS | New | PINTEREST INC COM CL A | $12,000 | – | 186 | +100.0% | 0.01% | – |
| MJ | Buy | ETF MANAGERS TRUST ETFMG ALTR HRVSTetf | $13,000 | +30.0% | 935 | +0.6% | 0.01% | +25.0% |
| GM | GENERAL MOTORS CO COM | $11,000 | +37.5% | 265 | 0.0% | 0.01% | +66.7% | |
| EW | EDWARDS LIFESCIENCES CORP COM | $11,000 | +10.0% | 120 | 0.0% | 0.01% | +25.0% | |
| YUM | Buy | YUM BRANDS INC COM | $11,000 | +22.2% | 98 | +1.0% | 0.01% | +25.0% |
| DG | Buy | DOLLAR GENERAL CORP COM | $13,000 | 0.0% | 64 | +1.6% | 0.01% | -16.7% |
| SHAG | Buy | WISDOMTREE TR GROWTH LEADERS YIELD ENHANCED ETFetf | $13,000 | 0.0% | 252 | +0.8% | 0.01% | -16.7% |
| PFF | Sell | ISHARES TRUST PFD AND INCM SEC ETFetf | $11,000 | -38.9% | 282 | -41.6% | 0.01% | -37.5% |
| HMC | Buy | HONDA MOTOR CO ADR SPONSORED | $11,000 | +22.2% | 387 | +0.8% | 0.01% | +25.0% |
| GS | Buy | GOLDMAN SACHS GROUP INC COM | $11,000 | +57.1% | 41 | +17.1% | 0.01% | +66.7% |
| AXP | Buy | AMERICAN EXPRESS CO COM | $12,000 | +140.0% | 98 | +113.0% | 0.01% | +150.0% |
| BOTZ | GLOBAL X FDS RBTCS ARTFL INTE ETFetf | $12,000 | +20.0% | 359 | 0.0% | 0.01% | +25.0% | |
| APPN | New | APPIAN CORPORATION COM CL A | $11,000 | – | 69 | +100.0% | 0.01% | – |
| LOB | New | LIVE OAK BANCSHARES INC COM | $11,000 | – | 232 | +100.0% | 0.01% | – |
| VCIT | Buy | VANGUARD INT-TERM CORP ETFbond etf | $11,000 | 0.0% | 116 | +0.9% | 0.01% | 0.0% |
| MPC | Buy | MARATHON PETROLEUM CORP COM | $13,000 | +44.4% | 317 | +1.3% | 0.01% | +25.0% |
| MRK | Sell | MERCK & CO INC COM | $12,000 | -25.0% | 146 | -25.9% | 0.01% | -28.6% |
| MDB | Buy | MONGODB INC COM CL A | $11,000 | +175.0% | 31 | +63.2% | 0.01% | +150.0% |
| TDOC | New | TELADOC HEALTH INC COM | $12,000 | – | 62 | +100.0% | 0.01% | – |
| ZS | Sell | ZSCALER INC COM | $13,000 | -18.8% | 67 | -41.7% | 0.01% | -28.6% |
| ZTS | Buy | ZOETIS INC COM CL A | $12,000 | +50.0% | 72 | +44.0% | 0.01% | +66.7% |
| SNOW | New | SNOWFLAKE INC COM CL A | $11,000 | – | 38 | +100.0% | 0.01% | – |
| QQQJ | New | INVESCO EXCHANGE TRADED FUND T NASDAQ NEXT GEN 100 ETFetf | $12,000 | – | 400 | +100.0% | 0.01% | – |
| XLY | SELECT SECTOR SPDR TRUST SBI CONS DISCR ETFetf | $12,000 | +9.1% | 72 | 0.0% | 0.01% | 0.0% | |
| PLTR | New | PALANTIR TECH INC COM CL A | $13,000 | – | 542 | +100.0% | 0.01% | – |
| XLB | Buy | SELECT SECTOR SPDR TRUST SBI MATERIALS ETFetf | $13,000 | +18.2% | 175 | +0.6% | 0.01% | 0.0% |
| ZG | Sell | ZILLOW GROUP INC COM CL A | $11,000 | -8.3% | 82 | -31.1% | 0.01% | 0.0% |
| FSLY | Sell | FASTLY INC COM CL A | $9,000 | -25.0% | 98 | -26.3% | 0.00% | -20.0% |
| ROBO | Buy | EXCHANGE TRADED CONCEPTS TRUST ROBO GLB ETFetf | $10,000 | +25.0% | 170 | +0.6% | 0.00% | +33.3% |
| SNHNL | Buy | DIVERSIFIED HEALTHCARE TRUST 6.25 SR NT 01/02/46 USD | $9,000 | +28.6% | 372 | +1.9% | 0.00% | +33.3% |
| VUG | VANGUARD GROWTH ETFetf | $9,000 | +12.5% | 34 | 0.0% | 0.00% | +33.3% | |
| VOD | Sell | VODAFONE GROUP ADR SPONSOREDspon adr | $10,000 | -9.1% | 611 | -25.3% | 0.00% | -20.0% |
| NEE | Buy | NEXTERA ENERGY INC COM | $10,000 | +11.1% | 128 | +300.0% | 0.00% | 0.0% |
| HUBS | New | HUBSPOT INC COM | $10,000 | – | 26 | +100.0% | 0.00% | – |
| FXG | FIRST TRUST EXCH TRADED FUND 2 CONSUMR STAPLE ETFetf | $10,000 | 0.0% | 203 | 0.0% | 0.00% | 0.0% | |
| FLGT | New | FULGENT GENETICS INC COM | $9,000 | – | 181 | +100.0% | 0.00% | – |
| OKTA | OKTA INC COM CL A | $9,000 | +12.5% | 37 | 0.0% | 0.00% | +33.3% | |
| IHI | Sell | ISHARES TRUST U.S. MED DVC ETFetf | $10,000 | 0.0% | 30 | -11.8% | 0.00% | 0.0% |
| ACWI | Buy | ISHARES TRUST MSCI ACWI ETFmsci acwi etf | $9,000 | +28.6% | 94 | +2.2% | 0.00% | +33.3% |
| CQQQ | INVESCO EXCHANGE TRADED FUND T CHINA TECHNLGY ETFetf | $10,000 | +11.1% | 125 | 0.0% | 0.00% | 0.0% | |
| USB | Buy | US BANCORP COM | $9,000 | +125.0% | 185 | +66.7% | 0.00% | +100.0% |
| CSCO | CISCO SYSTEMS INC COM | $10,000 | +25.0% | 215 | 0.0% | 0.00% | +33.3% | |
| DVN | New | DEVON ENERGY CORP COM | $9,000 | – | 554 | +100.0% | 0.00% | – |
| AMD | Sell | ADVANCED MICRO DEVICES INC COM | $9,000 | 0.0% | 101 | -8.2% | 0.00% | 0.0% |
| NOW | Sell | SERVICENOW INC COM | $7,000 | -22.2% | 12 | -33.3% | 0.00% | -25.0% |
| VEEV | VEEVA SYSTEMS INC COM CL A | $8,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% | |
| FDN | FIRST TRUST EXCHANGE-TRADED FU DJ INTERNT IDX ETFetf | $7,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
| DNP | Buy | DNP SELECT INCOME FUND INC COM | $8,000 | 0.0% | 762 | +2.0% | 0.00% | 0.0% |
| ASB | Sell | ASSOCIATED BANC-CORP COM | $8,000 | +33.3% | 486 | -4.3% | 0.00% | 0.0% |
| OLN | New | OLIN CORP COM | $7,000 | – | 303 | +100.0% | 0.00% | – |
| VAW | New | VANGUARD MATERIALS ETFetf | $7,000 | – | 45 | +100.0% | 0.00% | – |
| VFH | New | VANGUARD FINANCIALS ETFetf | $7,000 | – | 98 | +100.0% | 0.00% | – |
| SMH | VANECK VECTORS ETF TRUST SEMICONDUCTOR ET ETFetf | $8,000 | +33.3% | 37 | 0.0% | 0.00% | 0.0% | |
| ABNB | New | AIRBNB INC COM CL A | $7,000 | – | 50 | +100.0% | 0.00% | – |
| LOW | LOWE'S COMPANIES INC COM | $8,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% | |
| GOLF | Buy | ACUSHNET HOLDINGS CORP COM | $8,000 | +14.3% | 209 | +0.5% | 0.00% | 0.0% |
| UPS | Buy | UNITED PARCEL SERVICE INC COM CL B | $7,000 | +133.3% | 41 | +105.0% | 0.00% | +200.0% |
| UA | UNDER ARMOUR INC COM CL C | $7,000 | +75.0% | 440 | 0.0% | 0.00% | +50.0% | |
| SNY | SANOFI ADR SPONSOREDadr | $7,000 | 0.0% | 145 | 0.0% | 0.00% | 0.0% | |
| TWTR | New | TWITTER INC COM | $7,000 | – | 134 | +100.0% | 0.00% | – |
| TREX | TREX COMPANY INC COM | $7,000 | +16.7% | 82 | 0.0% | 0.00% | 0.0% | |
| OPEN | New | OPENDOOR TECHNOLOGIES INC COM | $8,000 | – | 358 | +100.0% | 0.00% | – |
| TCEHY | TENCENT HOLDINGS LIMITED ADR UNSPONSOREDadr | $8,000 | 0.0% | 117 | 0.0% | 0.00% | 0.0% | |
| YUMC | YUM CHINA HOLDINGS INC COM | $7,000 | +16.7% | 115 | 0.0% | 0.00% | 0.0% | |
| D | Sell | DOMINION ENERGY INC COM | $8,000 | -27.3% | 112 | -19.4% | 0.00% | -40.0% |
| DOCU | Sell | DOCUSIGN INC COM | $8,000 | -46.7% | 35 | -51.4% | 0.00% | -50.0% |
| CGC | CANOPY GROWTH CORPORATION COM | $7,000 | +75.0% | 291 | 0.0% | 0.00% | +50.0% | |
| PAYC | PAYCOM SOFTWARE INC COM | $8,000 | +60.0% | 17 | 0.0% | 0.00% | +50.0% | |
| ASML | New | ASML HOLDING NV ADR SPONSORED | $7,000 | – | 15 | +100.0% | 0.00% | – |
| PM | Sell | PHILIP MORRIS INTL INC COM | $8,000 | 0.0% | 95 | -12.8% | 0.00% | 0.0% |
| DOV | DOVER CORP COM | $8,000 | +14.3% | 63 | 0.0% | 0.00% | 0.0% | |
| WY | New | WEYERHAEUSER COMPANY COM USD1.25 | $4,000 | – | 122 | +100.0% | 0.00% | – |
| SIL | GLOBAL X FDS GLOBAL X SILVER ETFsilver etf | $5,000 | 0.0% | 106 | 0.0% | 0.00% | 0.0% | |
| IPAR | INTER PARFUMS INC COM | $6,000 | +50.0% | 103 | 0.0% | 0.00% | 0.0% | |
| ICE | New | INTERCONTINENTAL EXCHANGE INC COM | $4,000 | – | 39 | +100.0% | 0.00% | – |
| GILD | Buy | GILEAD SCIENCES INC COM | $6,000 | -14.3% | 105 | +1.0% | 0.00% | -33.3% |
| TLT | ISHARES TRUST 20 YR TR BD ETFetf | $5,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% | |
| FCEL | New | FUELCELL ENERGY INC COM | $4,000 | – | 350 | +100.0% | 0.00% | – |
| AOM | ISHARES TRUST MODERT ALLOC ETFetf | $5,000 | 0.0% | 121 | 0.0% | 0.00% | 0.0% | |
| SLV | ISHARES SILVER TRUST ISHARES ETFsilver etf | $5,000 | +25.0% | 204 | 0.0% | 0.00% | 0.0% | |
| FCX | New | FREEPORT-MCMORAN INC COM CL B | $4,000 | – | 157 | +100.0% | 0.00% | – |
| FE | Buy | FIRSTENERGY CORP COM | $4,000 | 0.0% | 129 | +1.6% | 0.00% | 0.0% |
| KMI | New | KINDER MORGAN INC COM | $6,000 | – | 408 | +100.0% | 0.00% | – |
| LE | New | LANDS END INC COM | $5,000 | – | 213 | +100.0% | 0.00% | – |
| MPW | Buy | MEDICAL PROPERTIES TRUST INC COM USD0.001 | $4,000 | +33.3% | 187 | +1.6% | 0.00% | +100.0% |
| NP | Buy | NEENAH INC COM | $5,000 | +25.0% | 98 | +1.0% | 0.00% | 0.0% |
| EVBG | EVERBRIDGE INC COM | $6,000 | +20.0% | 40 | 0.0% | 0.00% | 0.0% | |
| NG | NOVAGOLD RESOURCES INC COM | $4,000 | 0.0% | 378 | 0.0% | 0.00% | 0.0% | |
| NUE | Buy | NUCOR CORP COM | $5,000 | +150.0% | 91 | +82.0% | 0.00% | +100.0% |
| PANW | Buy | PALO ALTO NETWORKS INC COM | $5,000 | +150.0% | 15 | +114.3% | 0.00% | +100.0% |
| EQIX | New | EQUINIX INC COM | $6,000 | – | 8 | +100.0% | 0.00% | – |
| ECL | Buy | ECOLAB INC COM | $6,000 | +100.0% | 26 | +73.3% | 0.00% | +100.0% |
| HACK | ETF MANAGERS TRUST PRIME CYBR SCRTY ETFetf | $4,000 | +33.3% | 66 | 0.0% | 0.00% | +100.0% | |
| QUAD | QUAD/GRAPHICS INC COM CL A | $4,000 | +33.3% | 1,000 | 0.0% | 0.00% | +100.0% | |
| RPD | RAPID7 INC COM | $5,000 | +66.7% | 55 | 0.0% | 0.00% | +100.0% | |
| DUK | Buy | DUKE ENERGY CORP COM | $6,000 | 0.0% | 64 | +1.6% | 0.00% | -33.3% |
| DHR | New | DANAHER CORP COM | $6,000 | – | 27 | +100.0% | 0.00% | – |
| DCP | Buy | DCP MIDSTREAM LP COM UNITS LTD PARTNER INT | $6,000 | +50.0% | 330 | +2.8% | 0.00% | 0.0% |
| CREE | New | CREE INC COM | $6,000 | – | 55 | +100.0% | 0.00% | – |
| CS | Buy | CREDIT SUISSE GROUP ADR SPONSORED | $6,000 | +20.0% | 507 | +0.6% | 0.00% | 0.0% |
| SCHW | New | SCHWAB (CHARLES) CORP COM | $6,000 | – | 108 | +100.0% | 0.00% | – |
| CLX | CLOROX CO COM | $4,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| XLU | SELECT SECTOR SPDR TRUST SBI INT-UTILS ETFetf | $6,000 | 0.0% | 103 | 0.0% | 0.00% | -33.3% | |
| SHW | New | SHERWIN-WILLIAMS CO COM | $6,000 | – | 8 | +100.0% | 0.00% | – |
| CNP | Buy | CENTERPOINT ENERGY INC COM | $5,000 | +25.0% | 213 | +0.5% | 0.00% | 0.0% |
| SO | Buy | SOUTHERN CO COM | $6,000 | +20.0% | 96 | +1.1% | 0.00% | 0.0% |
| SWK | New | STANLEY BLACK & DECKER INC COM | $6,000 | – | 36 | +100.0% | 0.00% | – |
| TJX | Sell | TJX COS INC COM | $6,000 | -60.0% | 81 | -70.2% | 0.00% | -66.7% |
| TDJ | Buy | TELEPHONE & DATA SYSTEMS INC 7 PRF SR NTS 15/03/2060 | $4,000 | 0.0% | 156 | +2.0% | 0.00% | 0.0% |
| TMO | New | THERMO FISHER SCIENTIFIC INC COM | $5,000 | – | 10 | +100.0% | 0.00% | – |
| BX | New | BLACKSTONE GROUP INC COM CL A | $6,000 | – | 99 | +100.0% | 0.00% | – |
| TRVN | Sell | TREVENA INC COM | $4,000 | -42.9% | 2,000 | -19.2% | 0.00% | -33.3% |
| TWLO | Sell | TWILIO INC COM CL A | $6,000 | -14.3% | 17 | -43.3% | 0.00% | -33.3% |
| BLK | New | BLACKROCK INC COM | $6,000 | – | 9 | +100.0% | 0.00% | – |
| BDX | BECTON DICKINSON & CO COM | $4,000 | 0.0% | 16 | 0.0% | 0.00% | 0.0% | |
| U | UNITY SOFTWARE INC COM | $5,000 | +66.7% | 32 | 0.0% | 0.00% | +100.0% | |
| BAX | BAXTER INTERNATIONAL INC COM | $4,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% | |
| BIDU | BAIDU INC ADR | $5,000 | +66.7% | 22 | 0.0% | 0.00% | +100.0% | |
| ADP | New | AUTOMATIC DATA PROCESSING INC COM | $4,000 | – | 23 | +100.0% | 0.00% | – |
| ADSK | New | AUTODESK INC COM | $4,000 | – | 14 | +100.0% | 0.00% | – |
| AMAT | New | APPLIED MATERIALS INC COM | $4,000 | – | 45 | +100.0% | 0.00% | – |
| NLY | Buy | ANNALY CAPITAL MANAGEMENT INC COM USD0.01 | $5,000 | +25.0% | 633 | +3.1% | 0.00% | 0.0% |
| AMP | AMERIPRISE FINANCIAL INC COM | $5,000 | +25.0% | 25 | 0.0% | 0.00% | 0.0% | |
| LNT | ALLIANT ENERGY CORP COM | $4,000 | 0.0% | 77 | 0.0% | 0.00% | 0.0% | |
| WSM | WILLIAMS-SONOMA INC COM | $4,000 | +33.3% | 35 | 0.0% | 0.00% | +100.0% | |
| STX | New | SEAGATE TECHNOLOGY PLC COM | $4,000 | – | 71 | +100.0% | 0.00% | – |
| TEL | New | TE CONNECTIVITY LTD COM | $4,000 | – | 36 | +100.0% | 0.00% | – |
| CYBR | CYBERARK SOFTWARE LTD COM | $4,000 | +100.0% | 24 | 0.0% | 0.00% | +100.0% | |
| FROG | Buy | JFROG LTD COM | $6,000 | +100.0% | 96 | +174.3% | 0.00% | +100.0% |
| ABT | ABBOTT LABORATORIES COM | $5,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% | |
| HIGHLANDS REIT INC NSA | $4,000 | 0.0% | 10,000 | 0.0% | 0.00% | 0.0% | ||
| GWW | New | GRAINGER W W INC COM | $4,000 | – | 10 | +100.0% | 0.00% | – |
| MNST | New | MONSTER BEVERAGE CORP COM | $2,000 | – | 20 | +100.0% | 0.00% | – |
| NEAR | ISHARES US ETF TRUST BLACKROCK SH MATURITY BD ETFetf | $3,000 | 0.0% | 66 | 0.0% | 0.00% | 0.0% | |
| WU | Buy | WESTERN UNION COMPANY (THE) COM | $2,000 | +100.0% | 70 | +1.4% | 0.00% | – |
| ITA | Buy | ISHARES TRUST US AER DEF ETFetf | $3,000 | +50.0% | 30 | +100.0% | 0.00% | 0.0% |
| MGNI | Sell | MAGNITE INC COM | $2,000 | +100.0% | 76 | -41.1% | 0.00% | – |
| AVNS | Sell | AVANOS MEDICAL INC COM | $3,000 | +50.0% | 67 | -9.5% | 0.00% | 0.0% |
| ALE | ALLETE INC COM | $2,000 | +100.0% | 25 | 0.0% | 0.00% | – | |
| BSV | VANGUARD SHORT TRM BOND ETFetf | $2,000 | 0.0% | 27 | 0.0% | 0.00% | 0.0% | |
| ALXN | New | ALEXION PHARMACEUTICAL INC COM | $3,000 | – | 20 | +100.0% | 0.00% | – |
| XIACY | XIAOMI CORPORATION ADR UNSPONSOREDadr | $3,000 | +50.0% | 155 | 0.0% | 0.00% | 0.0% | |
| CTVA | New | CORTEVA INC COM | $2,000 | – | 50 | +100.0% | 0.00% | – |
| XLRE | SELECT SECTOR SPDR TRUST RL EST SEL SEC ETFetf | $3,000 | 0.0% | 85 | 0.0% | 0.00% | 0.0% | |
| VT | New | VANGUARD TT WRLD ST ETFetf | $2,000 | – | 24 | +100.0% | 0.00% | – |
| APRN | BLUE APRON HOLDINGS INC COM CL A | $2,000 | 0.0% | 288 | 0.0% | 0.00% | 0.0% | |
| SPLK | New | SPLUNK INC COM | $2,000 | – | 10 | +100.0% | 0.00% | – |
| GPN | GLOBAL PAYMENTS INC COM | $2,000 | +100.0% | 8 | 0.0% | 0.00% | – | |
| IBM | Sell | INTERNATIONAL BUS MACH CORP COM | $2,000 | -60.0% | 18 | -55.0% | 0.00% | -50.0% |
| AKAM | New | AKAMAI TECHNOLOGIES COM | $3,000 | – | 28 | +100.0% | 0.00% | – |
| SPMD | SPDR SERIES TRUST PORTFOLIO S&P 400 MID CAP ETFetf | $2,000 | 0.0% | 47 | 0.0% | 0.00% | 0.0% | |
| SNSR | GLOBAL X FDS INTERNET OF THNG ETFetf | $2,000 | +100.0% | 51 | 0.0% | 0.00% | – | |
| AZN | Buy | ASTRAZENECA ADR SPONSORED | $3,000 | +50.0% | 55 | +57.1% | 0.00% | 0.0% |
| CSIQ | CANADIAN SOLAR INC COM | $2,000 | +100.0% | 30 | 0.0% | 0.00% | – | |
| FHI | FEDERATED HERMES INC COM CL B | $3,000 | +50.0% | 90 | 0.0% | 0.00% | 0.0% | |
| AAP | New | ADVANCE AUTO PARTS INC COM | $2,000 | – | 13 | +100.0% | 0.00% | – |
| NI | Buy | NISOURCE INC COM | $2,000 | 0.0% | 71 | +1.4% | 0.00% | 0.0% |
| ES | EVERSOURCE ENERGY COM | $3,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% | |
| HUN | New | HUNTSMAN CORP COM | $2,000 | – | 96 | +100.0% | 0.00% | – |
| MET | Buy | METLIFE INC COM | $3,000 | +50.0% | 56 | +1.8% | 0.00% | 0.0% |
| UBER | New | UBER TECHNOLOGIES INC COM | $3,000 | – | 63 | +100.0% | 0.00% | – |
| SPOT | Buy | SPOTIFY TECHNOLOGY S.A. COM | $3,000 | – | 9 | +800.0% | 0.00% | – |
| ABR | Buy | ARBOR REALTY TRUST INC COM USD0.01 | $3,000 | +50.0% | 193 | +2.1% | 0.00% | 0.0% |
| KTOS | KRATOS DEFENSE & SECURITY SOLU COM | $3,000 | +50.0% | 100 | 0.0% | 0.00% | 0.0% | |
| FEYE | New | FIREEYE INC COM | $2,000 | – | 99 | +100.0% | 0.00% | – |
| GOOS | CANADA GOOSE HOLDINGS INC COM | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| GH | New | GUARDANT HEALTH INC COM | $3,000 | – | 22 | +100.0% | 0.00% | – |
| RCL | New | ROYAL CARIBBEAN GROUP COM | $3,000 | – | 37 | +100.0% | 0.00% | – |
| NFG | NATIONAL FUEL GAS CO COM | $2,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% | |
| SJM | SMUCKER (JM) CO COM | $2,000 | 0.0% | 21 | 0.0% | 0.00% | 0.0% | |
| OMC | OMNICOM GROUP INC COM | $2,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
| ORCL | New | ORACLE CORP COM | $2,000 | – | 33 | +100.0% | 0.00% | – |
| NZF | Buy | NUVEEN DIVID ADVANTAGE MUN FD COM SH BEN INTetf | $2,000 | 0.0% | 134 | +1.5% | 0.00% | 0.0% |
| FDS | FACTSET RESEARCH SYSTEMS COM | $3,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| MRO | Buy | MARATHON OIL CORPORATION COM | $2,000 | +100.0% | 285 | +0.4% | 0.00% | – |
| PAYX | PAYCHEX INC COM | $3,000 | +50.0% | 30 | 0.0% | 0.00% | 0.0% | |
| VMW | New | VMWARE INC COM CL A | $2,000 | – | 16 | +100.0% | 0.00% | – |
| ETR | ENTERGY CORP COM | $2,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| NUAN | New | NUANCE COMMUNICATIONS INC COM | $2,000 | – | 56 | +100.0% | 0.00% | – |
| CARR | New | CARRIER GLOBAL CORPORATION COM | $2,000 | – | 40 | +100.0% | 0.00% | – |
| WNDW | New | SOLARWINDOW TECHNOLOGIES INC COM | $2,000 | – | 216 | +100.0% | 0.00% | – |
| CVS | New | CVS HEALTH CORPORATION COM | $3,000 | – | 50 | +100.0% | 0.00% | – |
| MTW | MANITOWOC CO INC COM | $2,000 | +100.0% | 152 | 0.0% | 0.00% | – | |
| DLB | New | DOLBY LABORATORIES INC COM CL A | $3,000 | – | 27 | +100.0% | 0.00% | – |
| TROW | PRICE T ROWE GROUPS COM | $3,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| WBT | WELBILT INC COM | $2,000 | +100.0% | 152 | 0.0% | 0.00% | – | |
| OPI | Buy | OFFICE PROPERTIES INCOME TRUST COM USD0.01 SHS OF BEN INT | $2,000 | 0.0% | 91 | +2.2% | 0.00% | 0.0% |
| XAR | SPDR SERIES TRUST AEROSPACE DEF ETFetf | $3,000 | 0.0% | 29 | 0.0% | 0.00% | 0.0% | |
| RGLD | ROYAL GOLD INC COM | $3,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| RDSA | Sell | ROYAL DUTCH SHELL ADR SPONSORED | $2,000 | -50.0% | 60 | -64.3% | 0.00% | -50.0% |
| OXY | Exit | OCCIDENTAL PETROLEUM CORP COM | $0 | – | -100 | -100.0% | 0.00% | – |
| AUY | Exit | YAMANA GOLD INC COM | $0 | – | -122 | -100.0% | 0.00% | – |
| EXC | Exit | EXELON CORP COM | $0 | – | -22 | -100.0% | 0.00% | – |
| ROYTL | Exit | PACIFIC COAST OIL TR COM | $0 | – | -461 | -100.0% | 0.00% | – |
| HWM | HOWMET AEROSPACE INC COM | $1,000 | 0.0% | 35 | 0.0% | 0.00% | – | |
| AUMN | GOLDEN MINERALS CO COM | $0 | – | 20 | 0.0% | 0.00% | – | |
| CRRC CORPORATION LIMITED COM | $0 | -100.0% | 1,400 | 0.0% | 0.00% | – | ||
| MAXN | New | MAXEON SOLAR TECH LTD COM | $1,000 | – | 26 | +100.0% | 0.00% | – |
| GMOLQ | Exit | GENERAL MOLY INC COM | $0 | – | -250 | -100.0% | 0.00% | – |
| OSK | OSHKOSH CORPORATION COM | $0 | – | 5 | 0.0% | 0.00% | – | |
| PCRFY | New | PANASONIC CORP ADR SPONSORED | $1,000 | – | 100 | +100.0% | 0.00% | – |
| RDN | Exit | RADIAN GROUP INC COM | $0 | – | -53 | -100.0% | 0.00% | – |
| WAB | Exit | WABTEC CORP COM | $0 | – | -1 | -100.0% | 0.00% | – |
| PSTI | PLURISTEM THERAPEUTICS INC COM | $1,000 | -50.0% | 209 | 0.0% | 0.00% | -100.0% | |
| MYL | Exit | MYLAN NV COM | $0 | – | -10 | -100.0% | 0.00% | – |
| SPDW | SPDR INDEX SHARES FUNDS PORTFOLIO DEVLPD ETFetf | $1,000 | 0.0% | 26 | 0.0% | 0.00% | – | |
| DLTR | DOLLAR TREE INC COM | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
| SC HLDGS CORP COM | $0 | – | 1 | 0.0% | 0.00% | – | ||
| DHC | DIVERSIFIED HEALTHCARE TRUST SHS OF BENEFICIAL INTEREST | $0 | – | 57 | 0.0% | 0.00% | – | |
| JE | Exit | JUST ENERGY GROUP INC COM | $0 | – | -24 | -100.0% | 0.00% | – |
| EDIG | E DIGITAL CORP COM DELISTED | $0 | – | 714 | 0.0% | 0.00% | – | |
| SOUHY | Exit | SOUTH32 LTD ADR SPONSORED | $0 | – | -8 | -100.0% | 0.00% | – |
| CAT | Exit | CATERPILLAR INC COM | $0 | – | -1 | -100.0% | 0.00% | – |
| TCS | CONTAINER STORE GRP INC (THE) COM | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| OILK | PROSHARES TRUST K1 FRE CRD OIL ETFetf | $1,000 | – | 13 | 0.0% | 0.00% | – | |
| CX | CEMEX S.A.B. DE C.V. ADR SPONSOREDspon adr | $1,000 | 0.0% | 141 | 0.0% | 0.00% | – | |
| CNNXF | CANNAMERICA BRANDS CORP COM | $0 | – | 3,600 | 0.0% | 0.00% | – | |
| CBDS | CANNABIS SATIVA INC COM | $0 | – | 93 | 0.0% | 0.00% | – | |
| SPWR | New | SUNPOWER CORP COM | $1,000 | – | 52 | +100.0% | 0.00% | – |
| NTNX | New | NUTANIX INC COM CL A | $1,000 | – | 40 | +100.0% | 0.00% | – |
| BIPC | BROOKFIELD INFRASTRUCTURE CORP COM | $0 | – | 1 | 0.0% | 0.00% | – | |
| LUMN | Exit | LUMEN TECHNOLOGIES INC COM | $0 | – | -102 | -100.0% | 0.00% | – |
| PAA | Exit | PLAINS ALL AMER PIPELINE LP/PA UNIT REP LIM PART INT NPV | $0 | – | -116 | -100.0% | 0.00% | – |
| MRNA | New | MODERNA INC COM | $1,000 | – | 7 | +100.0% | 0.00% | – |
| YGEHY | Exit | YINGLI GREEN ENERGY HOLDING CO ADR | $0 | – | -225 | -100.0% | 0.00% | – |
| SNAP | SNAP INC COM CL A | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| MCHP | MICROCHIP TECHNOLOGY COM | $0 | – | 2 | 0.0% | 0.00% | – | |
| FMCC | FED HOME LOAN MTG CORP COM | $1,000 | 0.0% | 609 | 0.0% | 0.00% | – | |
| SEII | Buy | SHARING ECONOMY INTL INC COM | $0 | – | 100 | +3233.3% | 0.00% | – |
| BHP | Exit | BHP GROUP LTD ADR SPONSORED | $0 | – | -21 | -100.0% | 0.00% | – |
| FNMA | FED NATIONAL MTG ASSN COM | $1,000 | 0.0% | 442 | 0.0% | 0.00% | – | |
| NVG | Buy | NUVEEN AMT FREE MUN CR COMetf | $1,000 | 0.0% | 36 | +2.9% | 0.00% | – |
| MAIN | Exit | MAIN STREET CAP CORP COM | $0 | – | -32 | -100.0% | 0.00% | – |
| FEN | Exit | FIRST TR ENERGY INCOME & GROWT COMetf | $0 | – | -134 | -100.0% | 0.00% | – |
| AAIR | AVANTAIR INC COM DELISTED | $0 | – | 300 | 0.0% | 0.00% | – | |
| SCHM | Exit | SCHWAB STRATEGIC TR US MID-CAP ETFetf | $0 | – | -19 | -100.0% | 0.00% | – |
| ACB | AURORA CANNABIS INC COM | $0 | – | 44 | 0.0% | 0.00% | – | |
| M | MACY'S INC COM | $1,000 | – | 65 | 0.0% | 0.00% | – | |
| LUMN | New | LUMEN TECHNOLOGIES INC COM | $1,000 | – | 104 | +100.0% | 0.00% | – |
| L100PS | ARCONIC CORPORATION COM | $0 | – | 8 | 0.0% | 0.00% | – | |
| LTHM | New | LIVENT CORPORATION COM | $0 | – | 15 | +100.0% | 0.00% | – |
| FNF | FIDELITY NATIONAL FINANCIAL COM | $1,000 | 0.0% | 35 | 0.0% | 0.00% | – | |
| LDKYQ | LDK SOLAR CO LTD ADR TERMINATION 4/25/19 | $0 | – | 400 | 0.0% | 0.00% | – | |
| CGAU | CENTERRA GOLD INC COM | $0 | – | 19 | 0.0% | 0.00% | – | |
| KTB | Buy | KONTOOR BRANDS INC COM | $1,000 | 0.0% | 27 | +3.8% | 0.00% | – |
| IJS | Exit | ISHARES TRUST SP SMCP600VL ETFetf | $0 | – | -7 | -100.0% | 0.00% | – |
| VTRS | New | VIATRIS INC COM | $1,000 | – | 62 | +100.0% | 0.00% | – |
| BUD | New | ANHEUSER-BUSCH INBEV SA/NV ADR SPONSORED | $1,000 | – | 21 | +100.0% | 0.00% | – |
| VC | VISTEON CORPORATION COM | $0 | – | 2 | 0.0% | 0.00% | – | |
| JAGX | New | JAGUAR HEALTH INC COM | $1,000 | – | 1,300 | +100.0% | 0.00% | – |
| FVE | FIVE STAR SENIOR LIVING INC COM | $0 | – | 3 | 0.0% | 0.00% | – | |
| AMRN | AMARIN CORP ADR SPONSORED | $1,000 | 0.0% | 144 | 0.0% | 0.00% | – | |
| ERC | Buy | WELLS FARGO ADV MULTI-SECTOR I COMetf | $1,000 | 0.0% | 123 | +2.5% | 0.00% | – |
| GWPH | GW PHARMACEUTICALS ADR SPONSORED | $1,000 | – | 5 | 0.0% | 0.00% | – | |
| WLTGQ | Exit | WALTER ENERGY INC COM | $0 | – | -11 | -100.0% | 0.00% | – |
| GASFRAC ENERGY SERVICES INC COM | $0 | – | 1,000 | 0.0% | 0.00% | – | ||
| New | YINGLI GREEN ENERGY HLDG CO CONTRA-DO NOT SELL | $0 | – | 225 | +100.0% | 0.00% | – | |
| GE | Sell | GENERAL ELECTRIC CO COM | $1,000 | -66.7% | 94 | -78.5% | 0.00% | -100.0% |
| GNUS | Sell | GENIUS BRANDS INTL INC COM | $0 | – | 238 | -8.5% | 0.00% | – |
| EZA | ISHARES INC MSCI STH AFR ETFetf | $1,000 | 0.0% | 28 | 0.0% | 0.00% | – | |
| AA | ALCOA CORPORATION COM | $0 | – | 11 | 0.0% | 0.00% | – | |
| ADNT | ADIENT PLC COM | $1,000 | 0.0% | 32 | 0.0% | 0.00% | – | |
| BIP | BROOKFIELD INFRASTRUCTURE PART LIMITED PARTNERSHIP UNITS | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
| DVLP | Buy | GOLDEN DEVELOPING SOLUTIONS IN COM | $0 | – | 82,500 | +200.0% | 0.00% | – |
| GCL-POLY ENERGY HOLDINGS LTD COM | $1,000 | – | 4,000 | 0.0% | 0.00% | – | ||
| ADMP | ADAMIS PHARMAS CORP COM | $0 | – | 73 | 0.0% | 0.00% | – | |
| HYLN | New | HYLIION HOLDINGS CORP COM | $1,000 | – | 89 | +100.0% | 0.00% | – |
| PSEC | Exit | PROSPECT CAPITAL CORPORATION COM | $0 | – | -509 | -100.0% | -0.00% | – |
| DHY | Exit | CRED SUIS HI YL BD SH BEN INTsh ben int | $0 | – | -1,081 | -100.0% | -0.00% | – |
| SCCO | Exit | SOUTHERN COPPER CORPORATION COM | $0 | – | -60 | -100.0% | -0.00% | – |
| GIS | Exit | GENERAL MILLS INC COM | $0 | – | -28 | -100.0% | -0.00% | – |
| SONO | Exit | SONOS INC COM | $0 | – | -230 | -100.0% | -0.00% | – |
| OCSL | Exit | OAKTREE SPECIALTY LENDING CORP COM | $0 | – | -346 | -100.0% | -0.00% | – |
| VRM | Exit | VROOM INC COM | $0 | – | -61 | -100.0% | -0.00% | – |
| MGIC | Exit | MAGIC SOFTWARE ENTERPRISES COM | $0 | – | -142 | -100.0% | -0.00% | – |
| PNNT | Exit | PENNANTPARK INVEST CORP COM | $0 | – | -959 | -100.0% | -0.00% | – |
| TWO | Exit | TWO HARBORS INVESMENT CORP COM NEW | $0 | – | -320 | -100.0% | -0.00% | – |
| IVZ | Exit | INVESCO LTD COM | $0 | – | -152 | -100.0% | -0.00% | – |
| DX | Exit | DYNEX CAPITAL INC COM | $0 | – | -226 | -100.0% | -0.00% | – |
| SHLL | Exit | TORTOISE ACQUISITION CORP COM CL A | $0 | – | -89 | -100.0% | -0.00% | – |
| LRN | Exit | K12 INC COM | $0 | – | -168 | -100.0% | -0.00% | – |
| EPD | Exit | ENTERPRISE PRODS PARTNERS L P COM UNITS REP LIM PART INT | $0 | – | -248 | -100.0% | -0.00% | – |
| DNKN | Exit | DUNKIN BRANDS GROUP INC COM | $0 | – | -60 | -100.0% | -0.00% | – |
| ULTA | Exit | ULTA BEAUTY INC COM | $0 | – | -18 | -100.0% | -0.00% | – |
| EMR | Exit | EMERSON ELECTRIC CO COM | $0 | – | -85 | -100.0% | -0.00% | – |
| WIX | Exit | WIX.COM LTD COM | $0 | – | -31 | -100.0% | -0.00% | – |
| SCHD | Exit | SCHWAB STRATEGIC TR US DIVIDEND EQ ETFetf | $0 | – | -158 | -100.0% | -0.00% | – |
| RDFN | Exit | REDFIN CORPORATION COM | $0 | – | -205 | -100.0% | -0.00% | – |
| GLIBA | Exit | GCI LIBERTY INC COM | $0 | – | -132 | -100.0% | -0.01% | – |
| LVGO | Exit | LIVONGO HEALTH INC COM | $0 | – | -106 | -100.0% | -0.01% | – |
| VNQ | Exit | VANGUARD REAL ESTATE ETFetf | $0 | – | -271 | -100.0% | -0.01% | – |
| DK | Exit | DELEK US HOLDINGS INC COM | $0 | – | -1,913 | -100.0% | -0.01% | – |
| CVE | Exit | CENOVUS ENERGY INC COM | $0 | – | -9,285 | -100.0% | -0.02% | – |
| BIV | Exit | VANGUARD INTERMED TERM ETFetf | $0 | – | -534 | -100.0% | -0.02% | – |
| BND | Exit | VANGUARD TOTAL BND MRKT ETFetf | $0 | – | -1,074 | -100.0% | -0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-09
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.