$250 Million is the total value of Winch Advisory Services, LLC's 481 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 25.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPTM | Buy | SPDR SERIES TRUST PORTFOLI S&P 1500 COMP STK ETFetf | $21,184,000 | +6.8% | 430,663 | +0.1% | 8.49% | +3.0% |
| AAPL | Buy | APPLE INC COM | $19,167,000 | -7.0% | 156,911 | +1.0% | 7.68% | -10.3% |
| VGSH | Buy | VANGUARD SHORT TERM TREAS ETFetf | $16,139,000 | +15.3% | 262,332 | +15.5% | 6.47% | +11.2% |
| AMZN | Buy | AMAZON COM INC COM | $16,039,000 | -3.6% | 5,184 | +1.5% | 6.43% | -7.0% |
| BIL | Buy | SPDR SERIES TRUST SPDR BLOOMBERG ETFetf | $13,324,000 | +27.1% | 145,615 | +27.1% | 5.34% | +22.5% |
| MSFT | Buy | MICROSOFT CORP COM | $11,826,000 | +7.8% | 50,158 | +1.7% | 4.74% | +4.0% |
| GOOG | Buy | ALPHABET INC COM CL C | $7,442,000 | +20.9% | 3,598 | +2.4% | 2.98% | +16.6% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC COM CL Bcl b new | $7,039,000 | +13.4% | 27,555 | +2.9% | 2.82% | +9.3% |
| V | Buy | VISA INC COM CL A | $6,030,000 | -2.1% | 28,479 | +1.2% | 2.42% | -5.5% |
| DIS | Buy | WALT DISNEY COMPANY (THE) COM | $4,499,000 | +4.1% | 24,385 | +2.2% | 1.80% | +0.4% |
| SYK | Buy | STRYKER CORP COM | $4,379,000 | +1.0% | 17,979 | +1.6% | 1.76% | -2.6% |
| NVDA | Buy | NVIDIA CORP COM | $4,242,000 | +10.7% | 7,944 | +8.3% | 1.70% | +6.8% |
| NFLX | Buy | NETFLIX INC COM | $4,144,000 | -0.3% | 7,944 | +3.4% | 1.66% | -3.8% |
| PYPL | Buy | PAYPAL HOLDINGS INC COM | $3,795,000 | +10.2% | 15,628 | +6.3% | 1.52% | +6.3% |
| JPM | Buy | JP MORGAN CHASE & CO COM | $3,587,000 | +23.7% | 23,564 | +3.3% | 1.44% | +19.3% |
| ADBE | Buy | ADOBE INC COM | $3,208,000 | +1.3% | 6,749 | +6.6% | 1.29% | -2.3% |
| CRM | Buy | SALESFORCE.COM INC COM | $3,175,000 | +1.0% | 14,985 | +6.1% | 1.27% | -2.6% |
| SPEM | Buy | SPDR INDEX SHARES FUNDS PORTFOLIO EMG MK ETFetf | $3,061,000 | +4.2% | 69,918 | +0.3% | 1.23% | +0.5% |
| XLE | Buy | SELECT SECTOR SPDR TRUST ENERGY ETFetf | $3,009,000 | +31.5% | 61,324 | +1.5% | 1.21% | +26.8% |
| BABA | Buy | ALIBABA GROUP HOLDING LTD ADR SPONSOREDspon adr | $2,530,000 | -2.0% | 11,161 | +0.6% | 1.01% | -5.5% |
| C | Buy | CITIGROUP INC COM | $2,514,000 | +23.8% | 34,558 | +5.0% | 1.01% | +19.4% |
| MRVL | Buy | MARVELL TECH GROUP COM | $2,458,000 | +396.6% | 50,181 | +382.2% | 0.98% | +378.2% |
| NKE | Buy | NIKE INC COM CL B | $2,419,000 | +0.2% | 18,199 | +6.7% | 0.97% | -3.4% |
| FB | Buy | FACEBOOK INC COM CL A | $2,072,000 | +12.8% | 7,035 | +4.6% | 0.83% | +8.8% |
| SPY | Buy | SPDR S&P500 ETF TRUST TR UNIT ETFtr unit | $1,721,000 | +6.0% | 4,343 | +0.0% | 0.69% | +2.4% |
| MA | Buy | MASTERCARD INCORPORATED COM CL A | $1,703,000 | +7.3% | 4,783 | +7.6% | 0.68% | +3.6% |
| HON | Buy | HONEYWELL INTERNATIONAL INC COM | $1,616,000 | +14.0% | 7,447 | +11.7% | 0.65% | +10.0% |
| SPIB | Buy | SPDR SERIES TRUST PORTFOLIO INTRMD ETFetf | $1,607,000 | -0.2% | 44,318 | +2.3% | 0.64% | -3.7% |
| TXN | Buy | TEXAS INSTRUMENTS INC COM | $1,468,000 | +24.7% | 7,769 | +8.4% | 0.59% | +20.2% |
| GLD | Buy | SPDR GOLD TRUST GOLD SHS ETFetf | $1,404,000 | -8.3% | 8,779 | +2.3% | 0.56% | -11.5% |
| KO | Buy | COCA-COLA CO COM | $1,293,000 | +8.6% | 24,537 | +13.0% | 0.52% | +4.6% |
| EBAY | Buy | EBAY INC COM | $1,190,000 | +40.0% | 19,425 | +14.8% | 0.48% | +35.1% |
| SBUX | Buy | STARBUCKS CORP COM | $1,152,000 | +24.5% | 10,546 | +22.0% | 0.46% | +20.3% |
| COST | Buy | COSTCO WHOLESALE CORP COM | $1,142,000 | +9.4% | 3,239 | +16.8% | 0.46% | +5.5% |
| MDT | Buy | MEDTRONIC PLC COM | $1,025,000 | +13.1% | 8,675 | +12.1% | 0.41% | +9.3% |
| SPIP | Buy | SPDR SERIES TRUST PORTFLI TIPS ETFetf | $867,000 | +7.4% | 28,369 | +9.5% | 0.35% | +3.6% |
| PG | Buy | PROCTER & GAMBLE CO COM | $661,000 | +10.7% | 4,879 | +13.7% | 0.26% | +6.9% |
| RTX | Buy | RAYTHEON TECH CORP COM | $653,000 | +20.0% | 8,455 | +11.2% | 0.26% | +15.9% |
| AGGY | Buy | WISDOMTREE TRUST YLD ENH US AGGREGATE BD FDetf | $619,000 | -0.6% | 12,096 | +4.3% | 0.25% | -4.2% |
| TSLA | Buy | TESLA INC COM | $519,000 | +2.6% | 777 | +8.4% | 0.21% | -1.0% |
| VZ | Buy | VERIZON COMMUNICATIONS COM | $473,000 | +0.6% | 8,130 | +1.7% | 0.19% | -2.6% |
| T | Buy | AT&T INC COM | $359,000 | +10.5% | 11,848 | +4.8% | 0.14% | +6.7% |
| ULST | Buy | SSGA ACTIVE ETF TR ULT SHT TRM BD ETFetf | $310,000 | +8.8% | 7,674 | +8.9% | 0.12% | +5.1% |
| VTI | Buy | VANGUARD TOTAL STK MKT ETFetf | $291,000 | +6.6% | 1,406 | +0.1% | 0.12% | +3.5% |
| WMT | Buy | WALMART INC COM | $256,000 | +48.8% | 1,883 | +57.7% | 0.10% | +45.1% |
| PFE | Buy | PFIZER INC COM | $241,000 | +119.1% | 6,647 | +122.6% | 0.10% | +110.9% |
| VHT | Buy | VANGUARD HEALTH CAR ETFetf | $240,000 | +103.4% | 1,051 | +99.4% | 0.10% | +95.9% |
| IBB | Buy | ISHARES TRUST NASDAQ BIOTECH ETFbiotech etf | $223,000 | +7.2% | 1,483 | +8.2% | 0.09% | +3.5% |
| JNJ | Buy | JOHNSON & JOHNSON COM | $220,000 | +65.4% | 1,339 | +58.1% | 0.09% | +60.0% |
| F | Buy | FORD MOTOR CO COM | $159,000 | +44.5% | 12,948 | +3.7% | 0.06% | +39.1% |
| VTIP | New | VANGUARD STRM INFLATION PROTECT IDX ETFetf | $159,000 | – | 3,092 | +100.0% | 0.06% | – |
| VFH | Buy | VANGUARD FINANCIALS ETFetf | $158,000 | +2157.1% | 1,868 | +1806.1% | 0.06% | +2000.0% |
| BA | Buy | BOEING CO COM | $144,000 | +44.0% | 565 | +21.5% | 0.06% | +38.1% |
| SMH | Buy | VANECK VECTORS ETF TRUST SEMICONDUCTOR ET ETFetf | $140,000 | +1650.0% | 575 | +1454.1% | 0.06% | +1766.7% |
| AMCR | Buy | AMCOR PLC COM | $139,000 | 0.0% | 11,938 | +1.0% | 0.06% | -3.4% |
| VWO | Buy | VANGUARD FTSE EMR MKT ETFetf | $133,000 | +269.4% | 2,548 | +257.9% | 0.05% | +253.3% |
| DIA | Buy | SPDR DOW JONES IND UT SER 1 ETFetf | $127,000 | +7.6% | 386 | +0.3% | 0.05% | +4.1% |
| VAW | Buy | VANGUARD MATERIALS ETFetf | $114,000 | +1528.6% | 660 | +1366.7% | 0.05% | +1433.3% |
| DOW | Buy | DOW INC COM | $107,000 | +15.1% | 1,681 | +0.4% | 0.04% | +10.3% |
| WFC | Buy | WELLS FARGO & COMPANY COM | $106,000 | +29.3% | 2,721 | +0.3% | 0.04% | +23.5% |
| WM | Buy | WASTE MANAGEMENT INC COM | $104,000 | +9.5% | 806 | +0.5% | 0.04% | +7.7% |
| VGIT | Buy | VANGUARD INTER TERM TREAS ETFetf | $100,000 | -2.9% | 1,489 | +0.1% | 0.04% | -7.0% |
| UNH | Buy | UNITEDHEALTH GROUP INC COM | $100,000 | +6.4% | 268 | +0.4% | 0.04% | +2.6% |
| New | GRAYSCALE BITCOIN TRUST BTC COM | $100,000 | – | 1,991 | +100.0% | 0.04% | – | |
| VYM | Buy | VANGUARD HIGH DIV YLD ETFetf | $91,000 | +11.0% | 900 | +0.3% | 0.04% | +5.9% |
| COP | Buy | CONOCOPHILLIPS COM | $87,000 | +31.8% | 1,640 | +0.1% | 0.04% | +29.6% |
| SHAG | Buy | WISDOMTREE TR GROWTH LEADERS YIELD ENHANCED ETFetf | $83,000 | +538.5% | 1,626 | +545.2% | 0.03% | +560.0% |
| XOM | Buy | EXXON MOBIL CORPORATION COM | $77,000 | +40.0% | 1,372 | +3.5% | 0.03% | +34.8% |
| BP | Buy | BP ADR SPONSORED | $74,000 | +39.6% | 3,044 | +17.7% | 0.03% | +36.4% |
| PEP | Buy | PEPSICO INC COM | $76,000 | -2.6% | 535 | +1.3% | 0.03% | -6.2% |
| XLC | Buy | SELECT SECTOR SPDR TRUST COMMUNICATION ETFetf | $75,000 | +11.9% | 1,017 | +2.8% | 0.03% | +7.1% |
| XEL | Buy | XCEL ENERGY INC COM | $71,000 | 0.0% | 1,066 | +0.7% | 0.03% | -6.7% |
| FAX | Buy | ABERDEEN ASIA PACI COM | $70,000 | -5.4% | 17,137 | +2.6% | 0.03% | -9.7% |
| VLO | Buy | VALERO ENERGY CORP COM | $70,000 | +27.3% | 973 | +0.1% | 0.03% | +21.7% |
| TGT | Buy | TARGET CORP COM | $68,000 | +21.4% | 342 | +7.5% | 0.03% | +17.4% |
| XLK | Buy | SELECT SECTOR SPDR TRUST TECHNOLOGY ETFetf | $64,000 | +4.9% | 483 | +3.2% | 0.03% | +4.0% |
| SPTS | New | SPDR SERIES TRUST PORTFOLIO SH TSR ETFetf | $64,000 | – | 2,090 | +100.0% | 0.03% | – |
| ASH | Buy | ASHLAND GLOBAL HOLDINGS INC COM | $66,000 | +11.9% | 743 | +0.3% | 0.03% | +4.0% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC COM | $65,000 | +38.3% | 1,177 | +0.9% | 0.03% | +30.0% |
| VCSH | New | VANGUARD SHRT TRM CORP BD ETFbond etf | $64,000 | – | 778 | +100.0% | 0.03% | – |
| NEAR | Buy | ISHARES US ETF TRUST BLACKROCK SH MATURITY BD ETFetf | $63,000 | +2000.0% | 1,262 | +1812.1% | 0.02% | +2400.0% |
| QCOM | Buy | QUALCOMM INC COM | $63,000 | +215.0% | 477 | +261.4% | 0.02% | +212.5% |
| X | Buy | UNITED STATES STEEL CORP COM | $59,000 | +247.1% | 2,244 | +119.1% | 0.02% | +242.9% |
| BAC | Buy | BANK OF AMERICA CORPORATION COM | $58,000 | +141.7% | 1,511 | +93.0% | 0.02% | +130.0% |
| INTC | Buy | INTEL CORP COM | $54,000 | +28.6% | 844 | +0.5% | 0.02% | +29.4% |
| VVV | Buy | VALVOLINE INC COM | $54,000 | +12.5% | 2,075 | +0.5% | 0.02% | +10.0% |
| SKYY | Buy | FIRST TRUST EXCH TRADED FUND 2 CLOUD COMPUTING ETFetf | $53,000 | +26.2% | 549 | +23.6% | 0.02% | +23.5% |
| XLF | Buy | SELECT SECTOR SPDR TRUST SBI INT-FINL ETFetf | $52,000 | +20.9% | 1,521 | +4.8% | 0.02% | +16.7% |
| AOM | Buy | ISHARES TRUST MODERT ALLOC ETFetf | $50,000 | +900.0% | 1,155 | +854.5% | 0.02% | +900.0% |
| CRWD | Buy | CROWDSTRIKE HOLDINGS INC COM CL A | $49,000 | -2.0% | 267 | +13.1% | 0.02% | -4.8% |
| MO | Buy | ALTRIA GROUP INC COM | $51,000 | +24.4% | 1,005 | +0.8% | 0.02% | +17.6% |
| ARKK | Buy | ARK ETF TR INNOVATION ETFetf | $48,000 | +23.1% | 401 | +28.5% | 0.02% | +18.8% |
| KHC | Buy | KRAFT HEINZ CO COM | $45,000 | +15.4% | 1,121 | +0.4% | 0.02% | +12.5% |
| XLV | Buy | SELECT SECTOR SPDR TRUST SBI HEALTHCARE ETFetf | $40,000 | +2.6% | 345 | +0.3% | 0.02% | 0.0% |
| PHYS | New | SPROTT PHYSICAL GOLD TRUST UNITetf | $39,000 | – | 2,904 | +100.0% | 0.02% | – |
| ROKU | Buy | ROKU INC COM CL A | $38,000 | +35.7% | 117 | +39.3% | 0.02% | +25.0% |
| CLF | New | CLEVELAND CLIFFS INC COM | $35,000 | – | 1,760 | +100.0% | 0.01% | – |
| PSLV | New | SPROTT PHYSICAL SILVER TRUST TR UNITetf | $36,000 | – | 4,078 | +100.0% | 0.01% | – |
| QQQJ | Buy | INVESCO EXCHANGE TRADED FUND T NASDAQ NEXT GEN 100 ETFetf | $36,000 | +200.0% | 1,121 | +180.2% | 0.01% | +180.0% |
| HOG | Buy | HARLEY DAVIDSON COM | $36,000 | +9.1% | 909 | +0.1% | 0.01% | 0.0% |
| DDOG | Buy | DATADOG INC COM CL A | $32,000 | +3.2% | 380 | +22.6% | 0.01% | 0.0% |
| GSK | Buy | GLAXOSMITHKLINE ADR SPONSORED | $32,000 | 0.0% | 883 | +1.4% | 0.01% | 0.0% |
| HBAN | Buy | HUNTINGTON BANCSHARES INC COM | $32,000 | +23.1% | 2,038 | +0.4% | 0.01% | +18.2% |
| ABBV | Buy | ABBVIE INC COM | $33,000 | +10.0% | 309 | +10.4% | 0.01% | +8.3% |
| AMD | Buy | ADVANCED MICRO DEVICES INC COM | $31,000 | +244.4% | 391 | +287.1% | 0.01% | +200.0% |
| ITW | Buy | ILLINOIS TOOL WORKS INC COM | $30,000 | +7.1% | 136 | +0.7% | 0.01% | 0.0% |
| VUG | Buy | VANGUARD GROWTH ETFetf | $28,000 | +211.1% | 109 | +220.6% | 0.01% | +175.0% |
| ETN | Buy | EATON CORPORATION PLC COMetf | $27,000 | +12.5% | 198 | +0.5% | 0.01% | +10.0% |
| HPQ | Buy | HP INCORPORATION COM | $28,000 | +27.3% | 885 | +0.8% | 0.01% | +22.2% |
| VOO | Buy | VANGUARD S&P 500 ETF SHSetf | $27,000 | +8.0% | 74 | +1.4% | 0.01% | +10.0% |
| CFG | Buy | CITIZENS FINL GROUP INC COM | $28,000 | +27.3% | 631 | +1.0% | 0.01% | +22.2% |
| FVRR | Buy | FIVERR INTERNATIONAL LTD COM | $24,000 | +26.3% | 110 | +13.4% | 0.01% | +25.0% |
| VXUS | Buy | VANGUARD STAR FD TL INTL STK F ETFetf | $24,000 | +4.3% | 388 | +0.3% | 0.01% | 0.0% |
| SQ | Buy | SQUARE INC COM CL A | $26,000 | +23.8% | 114 | +17.5% | 0.01% | +11.1% |
| VEA | Buy | VANGUARD FTSE DEV MKT ETFetf | $26,000 | +4.0% | 524 | +0.2% | 0.01% | 0.0% |
| FCX | Buy | FREEPORT-MCMORAN INC COM CL B | $22,000 | +450.0% | 657 | +318.5% | 0.01% | +350.0% |
| ETSY | Buy | ETSY INC COM | $23,000 | +64.3% | 115 | +47.4% | 0.01% | +50.0% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MANUFACTU ADR SPONSORED | $21,000 | +40.0% | 179 | +32.6% | 0.01% | +33.3% |
| PFG | Buy | PRINCIPAL FINANCIAL GROUP COM | $21,000 | +23.5% | 346 | +1.2% | 0.01% | +14.3% |
| BOTZ | Buy | GLOBAL X FDS RBTCS ARTFL INTE ETFetf | $20,000 | +66.7% | 591 | +64.6% | 0.01% | +60.0% |
| XLY | Buy | SELECT SECTOR SPDR TRUST SBI CONS DISCR ETFetf | $21,000 | +75.0% | 125 | +73.6% | 0.01% | +60.0% |
| ROBO | Buy | EXCHANGE TRADED CONCEPTS TRUST ROBO GLB ETFetf | $21,000 | +110.0% | 327 | +92.4% | 0.01% | +100.0% |
| HTLF | Buy | HEARTLAND FINANCIAL USA INC COM | $19,000 | +26.7% | 385 | +0.5% | 0.01% | +33.3% |
| FLGT | Buy | FULGENT GENETICS INC COM | $21,000 | +133.3% | 217 | +19.9% | 0.01% | +100.0% |
| PINS | Buy | PINTEREST INC COM CL A | $20,000 | +66.7% | 267 | +43.5% | 0.01% | +60.0% |
| SNDR | Buy | SCHNEIDER NATIONAL INC COM CL B | $20,000 | +25.0% | 794 | +0.3% | 0.01% | +14.3% |
| GAL | Buy | SSGA ACTIVE ETF TR GLOBL ALLO ETFetf | $21,000 | +5.0% | 471 | +0.2% | 0.01% | 0.0% |
| NET | Buy | CLOUDFLARE INC COM CL A | $19,000 | +26.7% | 267 | +33.5% | 0.01% | +33.3% |
| MJ | Buy | ETF MANAGERS TRUST ETFMG ALTR HRVSTetf | $21,000 | +61.5% | 936 | +0.1% | 0.01% | +60.0% |
| CL | Buy | COLGATE-PALMOLIVE CO COM | $20,000 | -4.8% | 249 | +0.4% | 0.01% | -11.1% |
| OLN | Buy | OLIN CORP COM | $18,000 | +157.1% | 485 | +60.1% | 0.01% | +133.3% |
| WELL | Buy | WELLTOWER INC COM USD1 | $17,000 | +13.3% | 232 | +0.9% | 0.01% | +16.7% |
| MPC | Buy | MARATHON PETROLEUM CORP COM | $17,000 | +30.8% | 321 | +1.3% | 0.01% | +40.0% |
| MGNI | Buy | MAGNITE INC COM | $17,000 | +750.0% | 406 | +434.2% | 0.01% | +600.0% |
| XME | Buy | SPDR SERIES TRUST S&P METALS MNG ETFetf | $17,000 | +21.4% | 427 | +0.2% | 0.01% | +16.7% |
| PSA | Buy | PUBLIC STORAGE COM USD0.10 | $18,000 | +5.9% | 75 | +1.4% | 0.01% | 0.0% |
| MDB | Buy | MONGODB INC COM CL A | $17,000 | +54.5% | 65 | +109.7% | 0.01% | +40.0% |
| HUBS | Buy | HUBSPOT INC COM | $16,000 | +60.0% | 36 | +38.5% | 0.01% | +50.0% |
| APPN | Buy | APPIAN CORPORATION COM CL A | $14,000 | +27.3% | 105 | +52.2% | 0.01% | +20.0% |
| GM | Buy | GENERAL MOTORS CO COM | $16,000 | +45.5% | 283 | +6.8% | 0.01% | +20.0% |
| VFC | Buy | V F CORP COM | $15,000 | -6.2% | 188 | +0.5% | 0.01% | -14.3% |
| PLTR | Buy | PALANTIR TECH INC COM CL A | $15,000 | +15.4% | 643 | +18.6% | 0.01% | +20.0% |
| VOD | Buy | VODAFONE GROUP ADR SPONSOREDspon adr | $12,000 | +20.0% | 628 | +2.8% | 0.01% | +25.0% |
| HMC | Buy | HONDA MOTOR CO ADR SPONSORED | $12,000 | +9.1% | 390 | +0.8% | 0.01% | 0.0% |
| DVN | Buy | DEVON ENERGY CORP COM | $12,000 | +33.3% | 561 | +1.3% | 0.01% | +25.0% |
| ESGV | New | VANGUARD ESG US STK ETFetf | $13,000 | – | 180 | +100.0% | 0.01% | – |
| OKTA | Buy | OKTA INC COM CL A | $13,000 | +44.4% | 61 | +64.9% | 0.01% | +25.0% |
| ZG | Buy | ZILLOW GROUP INC COM CL A | $13,000 | +18.2% | 99 | +20.7% | 0.01% | 0.0% |
| FXG | Buy | FIRST TRUST EXCH TRADED FUND 2 CONSUMR STAPLE ETFetf | $12,000 | +20.0% | 204 | +0.5% | 0.01% | +25.0% |
| SNOW | Buy | SNOWFLAKE INC COM CL A | $13,000 | +18.2% | 56 | +47.4% | 0.01% | 0.0% |
| MRK | Buy | MERCK & CO INC COM | $11,000 | -8.3% | 147 | +0.7% | 0.00% | -20.0% |
| USB | Buy | US BANCORP COM | $10,000 | +11.1% | 186 | +0.5% | 0.00% | 0.0% |
| LBRDK | New | LIBERTY BROADBAND CORP COM | $11,000 | – | 76 | +100.0% | 0.00% | – |
| PFF | Buy | ISHARES TRUST PFD AND INCM SEC ETFetf | $11,000 | 0.0% | 285 | +1.1% | 0.00% | -20.0% |
| ACWI | Buy | ISHARES TRUST MSCI ACWI ETFmsci acwi etf | $9,000 | 0.0% | 96 | +2.1% | 0.00% | 0.0% |
| D | Buy | DOMINION ENERGY INC COM | $9,000 | +12.5% | 113 | +0.9% | 0.00% | +33.3% |
| CSCO | Buy | CISCO SYSTEMS INC COM | $11,000 | +10.0% | 216 | +0.5% | 0.00% | 0.0% |
| SNHNL | Buy | DIVERSIFIED HEALTHCARE TRUST 6.25 SR NT 01/02/46 USD | $9,000 | 0.0% | 378 | +1.6% | 0.00% | 0.0% |
| GOLF | Buy | ACUSHNET HOLDINGS CORP COM | $9,000 | +12.5% | 210 | +0.5% | 0.00% | +33.3% |
| CREE | Buy | CREE INC COM | $11,000 | +83.3% | 104 | +89.1% | 0.00% | +100.0% |
| PAYC | Buy | PAYCOM SOFTWARE INC COM | $8,000 | 0.0% | 22 | +29.4% | 0.00% | 0.0% |
| XLU | Buy | SELECT SECTOR SPDR TRUST SBI INT-UTILS ETFetf | $7,000 | +16.7% | 104 | +1.0% | 0.00% | +50.0% |
| BX | Buy | BLACKSTONE GROUP INC COM | $7,000 | +16.7% | 100 | +1.0% | 0.00% | +50.0% |
| DNP | Buy | DNP SELECT INCOME FUND INC COM | $8,000 | 0.0% | 778 | +2.1% | 0.00% | 0.0% |
| DCP | Buy | DCP MIDSTREAM LP COM UNITS LTD PARTNER INT | $7,000 | +16.7% | 336 | +1.8% | 0.00% | +50.0% |
| GILD | Buy | GILEAD SCIENCES INC COM | $7,000 | +16.7% | 106 | +1.0% | 0.00% | +50.0% |
| KMI | Buy | KINDER MORGAN INC COM | $7,000 | +16.7% | 415 | +1.7% | 0.00% | +50.0% |
| SIL | Buy | GLOBAL X FDS GLOBAL X SILVER ETFsilver etf | $4,000 | -20.0% | 107 | +0.9% | 0.00% | 0.0% |
| LNT | Buy | ALLIANT ENERGY CORP COM | $4,000 | 0.0% | 78 | +1.3% | 0.00% | 0.0% |
| IBM | Buy | INTERNATIONAL BUS MACH CORP COM | $5,000 | +150.0% | 36 | +100.0% | 0.00% | +100.0% |
| DUK | Buy | DUKE ENERGY CORP COM | $6,000 | 0.0% | 65 | +1.6% | 0.00% | 0.0% |
| CS | Buy | CREDIT SUISSE GROUP ADR SPONSORED | $5,000 | -16.7% | 510 | +0.6% | 0.00% | 0.0% |
| BITW | New | BITWISE 10 CRYPTO INDEX FD COM | $5,000 | – | 61 | +100.0% | 0.00% | – |
| MPW | Buy | MEDICAL PROPERTIES TRUST INC COM USD0.001 | $4,000 | 0.0% | 189 | +1.1% | 0.00% | 0.0% |
| NP | Buy | NEENAH INC COM | $5,000 | 0.0% | 99 | +1.0% | 0.00% | 0.0% |
| CNP | Buy | CENTERPOINT ENERGY INC COM | $5,000 | 0.0% | 215 | +0.9% | 0.00% | 0.0% |
| QS | New | QUANTUMSCAPE CORP COM CL A | $6,000 | – | 136 | +100.0% | 0.00% | – |
| RIOT | New | RIOT BLOCKCHAIN INC COM | $6,000 | – | 108 | +100.0% | 0.00% | – |
| GOLD | New | BARRICK GOLD CORPORATION COM | $4,000 | – | 207 | +100.0% | 0.00% | – |
| XSD | New | SPDR SERIES TRUST S&P SEMICONDUCTOR ETFetf | $5,000 | – | 28 | +100.0% | 0.00% | – |
| FE | Buy | FIRSTENERGY CORP COM | $5,000 | +25.0% | 130 | +0.8% | 0.00% | 0.0% |
| SWBI | New | SMITH AND WESSON BRANDS INC COM | $5,000 | – | 276 | +100.0% | 0.00% | – |
| SO | Buy | SOUTHERN CO COM | $6,000 | 0.0% | 97 | +1.0% | 0.00% | 0.0% |
| RGR | New | STURM RUGER & CO INC COM | $5,000 | – | 76 | +100.0% | 0.00% | – |
| VSTO | New | VISTA OUTDOOR INC COM | $5,000 | – | 145 | +100.0% | 0.00% | – |
| TDJ | Buy | TELEPHONE & DATA SYSTEMS INC 7 PRF SR NTS 15/03/2060 | $4,000 | 0.0% | 159 | +1.9% | 0.00% | 0.0% |
| UPST | New | UPSTART HLDGS INC COM | $4,000 | – | 34 | +100.0% | 0.00% | – |
| VGT | New | VANGUARD INF TECH ETFetf | $6,000 | – | 18 | +100.0% | 0.00% | – |
| OPI | Buy | OFFICE PROPERTIES INCOME TRUST COM USD0.01 SHS OF BEN INT | $3,000 | +50.0% | 93 | +2.2% | 0.00% | 0.0% |
| NZF | Buy | NUVEEN DIVID ADVANTAGE MUN FD COM SH BEN INTetf | $2,000 | 0.0% | 135 | +0.7% | 0.00% | 0.0% |
| BATT | New | AMPLIFY ETF TR AMPLIFY LITHIUM & BATTERY ETFetf | $3,000 | – | 185 | +100.0% | 0.00% | – |
| NI | Buy | NISOURCE INC COM | $2,000 | 0.0% | 72 | +1.4% | 0.00% | 0.0% |
| CTXR | New | CITIUS PHARMACEUTICALS INC COM | $2,000 | – | 1,000 | +100.0% | 0.00% | – |
| VLNCF | New | THE VALENS COMPANY INC COM | $3,000 | – | 1,200 | +100.0% | 0.00% | – |
| ERC | Buy | WELLS FARGO ADV MULTI-SECTOR I COMetf | $2,000 | +100.0% | 126 | +2.4% | 0.00% | – |
| MRO | Buy | MARATHON OIL CORPORATION COM | $3,000 | +50.0% | 286 | +0.4% | 0.00% | 0.0% |
| MARA | New | MARATHON DIGITAL HOLDINGS INC COM | $2,000 | – | 34 | +100.0% | 0.00% | – |
| GDX | New | VANECK VECTORS ETF TRUST GOLD MINERS ETFetf | $2,000 | – | 56 | +100.0% | 0.00% | – |
| GDXJ | New | VANECK VECTORS ETF TRUST JR GOLD MINERS E ETFetf | $2,000 | – | 40 | +100.0% | 0.00% | – |
| GE | Buy | GENERAL ELECTRIC CO COM | $2,000 | +100.0% | 138 | +46.8% | 0.00% | – |
| POWW | New | AMMO INC COM | $3,000 | – | 511 | +100.0% | 0.00% | – |
| ABR | Buy | ARBOR REALTY TRUST INC COM USD0.01 | $3,000 | 0.0% | 197 | +2.1% | 0.00% | 0.0% |
| ABML | New | AMER BATTERY METALS CORP NEV COM | $2,000 | – | 1,150 | +100.0% | 0.00% | – |
| ES | Buy | EVERSOURCE ENERGY COM | $3,000 | 0.0% | 38 | +2.7% | 0.00% | 0.0% |
| XRT | New | SPDR SERIES TRUST S&P RETAIL ETFetf | $2,000 | – | 17 | +100.0% | 0.00% | – |
| RDSA | Buy | ROYAL DUTCH SHELL ADR SPONSORED | $2,000 | 0.0% | 61 | +1.7% | 0.00% | 0.0% |
| SVRA | New | SAVARA INC COM | $2,000 | – | 1,000 | +100.0% | 0.00% | – |
| New | SUNNY OPTICAL TECHNOLOGY GROUP ADR UNSPONSOREDadr | $1,000 | – | 4 | +100.0% | 0.00% | – | |
| AMC | New | AMC ENTERTAINMENT HOLDINGS INC COM CL A | $0 | – | 3 | +100.0% | 0.00% | – |
| BYDDY | New | BYD COMPANY LIMITED ADR UNSPONSOREDspon adr | $1,000 | – | 28 | +100.0% | 0.00% | – |
| BB | New | BLACKBERRY LTD COM | $1,000 | – | 104 | +100.0% | 0.00% | – |
| CCIV | New | CHURCHILL CAPITAL CORP IV COM CL A | $1,000 | – | 50 | +100.0% | 0.00% | – |
| New | EXTREME VEHICLE BATTERY TECH C COM | $1,000 | – | 2,500 | +100.0% | 0.00% | – | |
| DVLP | Buy | GOLDEN DEVELOPING SOLUTIONS IN COM | $1,000 | – | 120,000 | +45.5% | 0.00% | – |
| IFNNY | New | INFINEON TECHNOLOGIES AG ADR SPONSOREDspon adr | $1,000 | – | 24 | +100.0% | 0.00% | – |
| LUMN | Buy | LUMEN TECHNOLOGIES INC COM | $1,000 | 0.0% | 106 | +1.9% | 0.00% | – |
| NIO | New | NIO INC ADRadr | $1,000 | – | 31 | +100.0% | 0.00% | – |
| ON | New | ON SEMICONDUCTOR CORP COM | $1,000 | – | 25 | +100.0% | 0.00% | – |
| TPIC | New | TPI COMPOSITES INC COM | $1,000 | – | 19 | +100.0% | 0.00% | – |
| XPEV | New | XPENG INC ADRadr | $1,000 | – | 28 | +100.0% | 0.00% | – |
| ACTC | New | ARCLIGHT CLEAN TRANSITION CORP COM CL A | $1,000 | – | 67 | +100.0% | 0.00% | – |
| New | 88 ENERGY LTD COM | $1,000 | – | 20,000 | +100.0% | 0.00% | – | |
| New | SAYONA MINING LIMITED COM | $0 | – | 140 | +100.0% | 0.00% | – | |
| New | BYD COMPANY LIMITED COM | $1,000 | – | 40 | +100.0% | 0.00% | – | |
| New | GANFENG LITHIUM CO LTD COM | $1,000 | – | 76 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-03
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.