$245 Million is the total value of Winch Advisory Services, LLC's 459 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 18.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPTM | Buy | SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETFetf | $17,954,000 | -15.7% | 386,276 | +0.8% | 7.33% | -1.0% |
| SHV | Buy | ISHARES SHORT TREASURY BOND ETFetf | $11,625,000 | +19.5% | 105,584 | +19.7% | 4.74% | +40.3% |
| AMZN | Buy | AMAZON.COM INC | $10,489,000 | -33.8% | 98,761 | +1930.9% | 4.28% | -22.4% |
| GOOG | Buy | ALPHABET INC CL C | $7,676,000 | -20.9% | 3,509 | +1.0% | 3.13% | -7.2% |
| QQQ | Buy | INVESCO QQQ ETFetf | $7,489,000 | +5137.1% | 26,718 | +6698.5% | 3.06% | +6012.0% |
| NVDA | Buy | NVIDIA CORP | $4,910,000 | -42.4% | 32,391 | +3.7% | 2.00% | -32.4% |
| JPM | Buy | JPMORGAN CHASE & CO | $2,705,000 | -17.2% | 24,024 | +0.2% | 1.10% | -2.8% |
| SPEM | Buy | SPDR PORTFOLIO EMERGING MARKETS ETFetf | $2,703,000 | -7.6% | 77,739 | +2.7% | 1.10% | +8.5% |
| SPY | Buy | SPDR S&P 500 ETFtr unit | $1,756,000 | -11.5% | 4,654 | +5.9% | 0.72% | +3.9% |
| C | Buy | CITIGROUP INC NEW | $1,700,000 | -12.2% | 36,974 | +2.0% | 0.69% | +3.1% |
| GLD | Buy | SPDR GOLD TRUST GOLD SHARESetf | $1,451,000 | -6.3% | 8,611 | +0.5% | 0.59% | +9.8% |
| VTIP | Buy | VANGUARD SHORT TERM INFLATION PROTECTED SECURITIES ETFetf | $1,245,000 | +159.9% | 24,848 | +165.8% | 0.51% | +204.2% |
| FB | Buy | META PLATFORMS INC CL A | $1,228,000 | -22.4% | 7,614 | +7.0% | 0.50% | -8.9% |
| SPIP | Buy | SPDR TIPS ETFetf | $1,077,000 | -3.5% | 39,148 | +6.1% | 0.44% | +13.1% |
| PG | Buy | PROCTER & GAMBLE CO | $795,000 | -5.1% | 5,529 | +0.8% | 0.32% | +11.3% |
| WEC | Buy | WEC ENERGY GROUP INC | $689,000 | +1.5% | 6,847 | +0.6% | 0.28% | +19.1% |
| TSLA | Buy | TESLA INC | $636,000 | -32.0% | 944 | +8.8% | 0.26% | -20.0% |
| VCSH | Buy | VANGUARD SHORT TERM CORP BOND ETFbond etf | $589,000 | +103.8% | 7,719 | +108.9% | 0.24% | +140.0% |
| GOOGL | Buy | ALPHABET INC CL A | $469,000 | -7.9% | 215 | +17.5% | 0.19% | +7.9% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $456,000 | +0.9% | 8,976 | +1.1% | 0.19% | +18.5% |
| VHT | Buy | VANGUARD HEALTH CARE ETFetf | $432,000 | -6.1% | 1,834 | +1.4% | 0.18% | +10.0% |
| SPTS | Buy | SPDR PORTFOLIO SHORT TERM TREASURY ETFetf | $430,000 | +16.2% | 14,599 | +17.1% | 0.18% | +35.7% |
| VTI | Buy | VANGUARD TOTAL STOCK MARKET ETFetf | $355,000 | -16.3% | 1,883 | +1.1% | 0.14% | -1.4% |
| VFH | Buy | VANGUARD FINANCIALS ETFetf | $347,000 | -16.0% | 4,491 | +1.7% | 0.14% | -1.4% |
| WMT | Buy | WALMART INC | $336,000 | -16.0% | 2,760 | +2.7% | 0.14% | -1.4% |
| MCD | Buy | MCDONALDS CORP | $326,000 | +0.3% | 1,321 | +0.5% | 0.13% | +17.7% |
| SMH | Buy | VANECK SEMICONDUCTOR ETFetf | $308,000 | -24.0% | 1,513 | +0.7% | 0.13% | -10.6% |
| SHAG | Buy | WISDOMTREE YIELD ENHANCED U S SHORT TERM AGGREGATE BD ETFetf | $305,000 | +16.9% | 6,417 | +19.3% | 0.12% | +36.3% |
| ULST | Buy | SPDR SSGA ULTRA SHORT TERM BOND ETFetf | $292,000 | +7.4% | 7,324 | +7.9% | 0.12% | +25.3% |
| VAW | Buy | VANGUARD MATERIALS ETFetf | $282,000 | -16.1% | 1,763 | +2.0% | 0.12% | -1.7% |
| BP | Buy | BP PLC SPON ADR | $271,000 | -0.7% | 9,552 | +2.9% | 0.11% | +16.8% |
| CVX | Buy | CHEVRON CORP | $244,000 | -1.2% | 1,685 | +10.9% | 0.10% | +16.3% |
| KMB | Buy | KIMBERLY CLARK CORP | $222,000 | +10.4% | 1,643 | +0.5% | 0.09% | +30.0% |
| VIS | Buy | VANGUARD INDUSTRIALS ETFetf | $204,000 | -16.0% | 1,251 | +0.2% | 0.08% | -1.2% |
| DE | Buy | DEERE & CO | $188,000 | -25.7% | 628 | +3.3% | 0.08% | -12.5% |
| VWO | Buy | VANGUARD FTSE EMERGING MARKETS ETFetf | $186,000 | -8.8% | 4,463 | +0.9% | 0.08% | +7.0% |
| NEAR | Buy | BLACKROCK SHORT MATURITY BOND ETFetf | $185,000 | +198.4% | 3,750 | +202.2% | 0.08% | +240.9% |
| COP | Buy | CONOCOPHILLIPS | $159,000 | -3.0% | 1,765 | +7.4% | 0.06% | +14.0% |
| AMCR | Buy | AMCOR PLC ORD USD 0.01 | $156,000 | +10.6% | 12,528 | +0.9% | 0.06% | +30.6% |
| PEP | Buy | PEPSICO INC | $137,000 | +14.2% | 819 | +14.4% | 0.06% | +33.3% |
| WM | Buy | WASTE MANAGEMENT INC DEL | $124,000 | -3.1% | 813 | +0.5% | 0.05% | +13.3% |
| VLO | Buy | VALERO ENERGY CORP | $119,000 | +20.2% | 1,117 | +14.3% | 0.05% | +44.1% |
| XLE | Buy | SECTOR ENERGY SELECT SECTOR SPDR ETFetf | $117,000 | -3.3% | 1,632 | +3.1% | 0.05% | +14.3% |
| XOM | Buy | EXXON MOBIL CORP | $118,000 | +19.2% | 1,383 | +15.1% | 0.05% | +41.2% |
| VYM | Buy | VANGUARD HIGH DIVIDEND YIELD ETFetf | $117,000 | -8.6% | 1,146 | +0.7% | 0.05% | +6.7% |
| EOG | Buy | EOG RESOURCES INC | $98,000 | +2.1% | 890 | +10.3% | 0.04% | +21.2% |
| LRCX | Buy | LAM RESEARCH CORP | $91,000 | -15.7% | 213 | +6.0% | 0.04% | -2.6% |
| XEL | Buy | XCEL ENERGY INC | $78,000 | -1.3% | 1,099 | +0.5% | 0.03% | +18.5% |
| ASH | Buy | ASHLAND GLOBAL HLDGS INC | $77,000 | +5.5% | 747 | +0.1% | 0.03% | +24.0% |
| QCOM | Buy | QUALCOMM INC | $74,000 | -15.9% | 576 | +0.3% | 0.03% | -3.2% |
| VGK | Buy | VANGUARD FTSE EUROPE ETFetf | $70,000 | -14.6% | 1,321 | +0.1% | 0.03% | 0.0% |
| J | Buy | JACOBS ENGINEERNG GROUP | $68,000 | -6.8% | 531 | +0.2% | 0.03% | +12.0% |
| WFC | Buy | WELLS FARGO & CO NEW | $68,000 | -19.0% | 1,741 | +0.5% | 0.03% | -3.4% |
| FCX | Buy | FREEPORT MCMORAN INC | $60,000 | +53.8% | 2,035 | +160.2% | 0.02% | +71.4% |
| VVV | Buy | VALVOLINE INC | $60,000 | -9.1% | 2,090 | +0.4% | 0.02% | +4.3% |
| X | Buy | UNITED STATES STEEL CORP NEW | $58,000 | -47.7% | 3,248 | +10.8% | 0.02% | -38.5% |
| XLF | Buy | SECTOR FINANCIAL SELECT SECTOR SPDR ETFetf | $56,000 | -17.6% | 1,795 | +0.5% | 0.02% | -4.2% |
| FDX | Buy | FEDEX CORP | $57,000 | +3.6% | 253 | +6.8% | 0.02% | +21.1% |
| XLC | Buy | SELECT SECTOR COMMUNICATION SERVICES SELECT SECTOR SPDR ETFetf | $56,000 | -20.0% | 1,027 | +0.3% | 0.02% | -4.2% |
| CSCO | Buy | CISCO SYSTEMS INC | $54,000 | +25.6% | 1,259 | +61.8% | 0.02% | +46.7% |
| SPSB | Buy | SPDR PORTFOLIO SHORT TERM CORP BOND ETFetf | $53,000 | +17.8% | 1,774 | +18.0% | 0.02% | +37.5% |
| TGT | Buy | TARGET CORP | $54,000 | -27.0% | 382 | +9.1% | 0.02% | -15.4% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $55,000 | 0.0% | 1,439 | +17.8% | 0.02% | +15.8% |
| XOP | New | SPDR SERIES TRUST S&P OIL & GAS EXPLORATN & PRODUCTION ETF NEWetf | $48,000 | – | 406 | +100.0% | 0.02% | – |
| LMT | Buy | LOCKHEED MARTIN CORP | $50,000 | +13.6% | 115 | +16.2% | 0.02% | +33.3% |
| XLV | Buy | SECTOR HEALTHCARE SELECT SECTOR SPDR ETFetf | $45,000 | -6.2% | 351 | +0.3% | 0.02% | +5.9% |
| DD | Buy | DUPONT DE NEMOURS INC | $43,000 | -23.2% | 765 | +0.5% | 0.02% | -5.3% |
| SKYY | Buy | FIRST TRUST CLOUD COMPUTING INDEX ETFetf | $43,000 | -27.1% | 655 | +0.2% | 0.02% | -14.3% |
| GSK | Buy | GSK PLC SPON ADR | $41,000 | 0.0% | 943 | +1.2% | 0.02% | +21.4% |
| HD | Buy | HOME DEPOT INC | $42,000 | -6.7% | 154 | +2.0% | 0.02% | +6.2% |
| FAX | Buy | ABERDEEN ASIA PACIFIC INCOME FUND INC | $38,000 | -11.6% | 13,032 | +2.7% | 0.02% | +6.7% |
| ASML | Buy | ASML HOLDING NV NY REGISTRY SHS NEW 2012 | $38,000 | -25.5% | 80 | +5.3% | 0.02% | -11.1% |
| MRK | Buy | MERCK & COMPANY INC NEW | $34,000 | +13.3% | 371 | +0.3% | 0.01% | +40.0% |
| SLX | Buy | VANECK STEEL ETFetf | $31,000 | -22.5% | 619 | +5.6% | 0.01% | -7.1% |
| MAIN | Buy | MAIN STREET CAPITAL CORP | $31,000 | +520.0% | 815 | +661.7% | 0.01% | +550.0% |
| UPS | Buy | UNITED PARCEL SERVICE INC CL B | $33,000 | +266.7% | 178 | +334.1% | 0.01% | +333.3% |
| INTC | Buy | INTEL CORP | $30,000 | -14.3% | 812 | +16.5% | 0.01% | 0.0% |
| HPQ | Buy | HP INC | $30,000 | -9.1% | 913 | +0.7% | 0.01% | +9.1% |
| SLV | Buy | ISHARES SILVER TRUSTsilver etf | $27,000 | +17.4% | 1,449 | +41.6% | 0.01% | +37.5% |
| New | WARNER BROS DISCOVERY INC SER A | $26,000 | – | 1,972 | +100.0% | 0.01% | – | |
| ETN | Buy | EATON CORP PLCetf | $26,000 | -16.1% | 203 | +1.0% | 0.01% | 0.0% |
| Buy | INVENTRUST PROPERTIES CORP NEW | $26,000 | -16.1% | 1,014 | +0.7% | 0.01% | 0.0% | |
| QQQJ | Buy | INVESCO NASDAQ NEXT GEN 100 ETFetf | $26,000 | -21.2% | 1,132 | +0.2% | 0.01% | 0.0% |
| PFG | Buy | PRINCIPAL FINANCIAL GROUP INC | $24,000 | -7.7% | 362 | +1.1% | 0.01% | +11.1% |
| SPMD | Buy | SPDR PORTFOLIO S&P 400 MID CAP ETFetf | $24,000 | +1100.0% | 607 | +1191.5% | 0.01% | +900.0% |
| ITW | Buy | ILLINOIS TOOL WORKS INC | $25,000 | -13.8% | 139 | +0.7% | 0.01% | 0.0% |
| VXUS | Buy | VANGUARD TOTAL INTL STOCK INDEX FUND ETFetf | $24,000 | -14.3% | 474 | +1.1% | 0.01% | 0.0% |
| BCML | Buy | BAYCOM CORP | $21,000 | -4.5% | 1,002 | +0.2% | 0.01% | +12.5% |
| DVN | Buy | DEVON ENERGY CORP NEW | $22,000 | -8.3% | 408 | +2.3% | 0.01% | +12.5% |
| XME | Buy | SPDR SERIES TRUST S&P METALS & MINING ETFetf | $20,000 | -28.6% | 465 | +0.4% | 0.01% | -20.0% |
| WELL | Buy | WELLTOWER INC | $20,000 | -13.0% | 240 | +0.8% | 0.01% | 0.0% |
| GAL | Buy | SPDR SSGA GLOBAL ALLOCATION ETFetf | $19,000 | -13.6% | 495 | +1.0% | 0.01% | 0.0% |
| GNRC | Buy | GENERAC HOLDINGS INC | $19,000 | -17.4% | 89 | +14.1% | 0.01% | 0.0% |
| VTRS | Buy | VIATRIS INC | $16,000 | – | 1,507 | +11492.3% | 0.01% | – |
| SNDR | Buy | SCHNEIDER NATL INC WI CL B | $18,000 | -10.0% | 806 | +0.4% | 0.01% | 0.0% |
| HPF | New | HANCOCK JOHN PREFERRED INCOME FUND IItr unit | $18,000 | – | 1,007 | +100.0% | 0.01% | – |
| D | Buy | DOMINION ENERGY INC | $16,000 | -5.9% | 198 | +0.5% | 0.01% | +16.7% |
| PRU | Buy | PRUDENTIAL FINANCIAL INC | $17,000 | -19.0% | 179 | +1.1% | 0.01% | 0.0% |
| OLN | Buy | OLIN CORP NEW | $18,000 | -10.0% | 387 | +0.3% | 0.01% | 0.0% |
| ACWI | Buy | ISHARES MSCI ACWI ETFmsci acwi etf | $18,000 | +80.0% | 210 | +116.5% | 0.01% | +133.3% |
| CMI | Buy | CUMMINS INC | $15,000 | -6.2% | 77 | +1.3% | 0.01% | 0.0% |
| SO | Buy | SOUTHERN COMPANY | $14,000 | +100.0% | 198 | +100.0% | 0.01% | +200.0% |
| AXP | Buy | AMERICAN EXPRESS CO | $14,000 | 0.0% | 98 | +30.7% | 0.01% | +20.0% |
| XLB | Buy | SECTOR MATERIALS SELECT SECTOR SPDR ETFetf | $13,000 | -18.8% | 179 | +0.6% | 0.01% | -16.7% |
| GILD | Buy | GILEAD SCIENCES INC | $12,000 | +100.0% | 196 | +79.8% | 0.01% | +150.0% |
| IFF | New | INTL FLAVOR & FRAGRANCES | $12,000 | – | 100 | +100.0% | 0.01% | – |
| BGS | New | B&G FOODS INC NEW | $12,000 | – | 500 | +100.0% | 0.01% | – |
| SPG | Buy | SIMON PROPERTY GROUP INC NEW | $12,000 | -29.4% | 128 | +1.6% | 0.01% | -16.7% |
| TPLC | New | TIMOTHY PLAN U S LARGE MID CAP CORE ETFetf | $10,000 | – | 316 | +100.0% | 0.00% | – |
| IBM | Buy | INTL BUSINESS MACHINES CORP | $11,000 | +450.0% | 75 | +316.7% | 0.00% | +300.0% |
| VIG | New | VANGUARD DIVIDEND APPRECIATION ETFetf | $10,000 | – | 68 | +100.0% | 0.00% | – |
| VEA | Buy | VANGUARD FTSE DEVELOPED MKTS ETFetf | $11,000 | -15.4% | 268 | +1.1% | 0.00% | -20.0% |
| VDE | Buy | VANGUARD ENERGY ETFetf | $11,000 | -8.3% | 111 | +0.9% | 0.00% | 0.0% |
| VGT | Buy | VANGUARD INFORMATION TECHNOLOGY ETFetf | $9,000 | 0.0% | 28 | +27.3% | 0.00% | +33.3% |
| NEE | Buy | NEXTERA ENERGY INC | $10,000 | -9.1% | 131 | +0.8% | 0.00% | 0.0% |
| NUE | Buy | NUCOR CORP | $9,000 | +50.0% | 90 | +119.5% | 0.00% | +100.0% |
| BTI | New | BRITISH AMERN TOBACCO PLC SPONS ADR 25P | $9,000 | – | 200 | +100.0% | 0.00% | – |
| PM | Buy | PHILIP MORRIS INTL INC | $9,000 | 0.0% | 96 | +1.1% | 0.00% | +33.3% |
| BUI | New | BLACKROCK UTILITIES INFRASTRUCTURE & POWER OPPORTUNITIES TRUSTtr unit | $11,000 | – | 503 | +100.0% | 0.00% | – |
| MAGA | New | ETF SOLUTIONS POINT BRIDGE AMERICA FIRST ETFetf | $10,000 | – | 277 | +100.0% | 0.00% | – |
| PFF | Buy | ISHARES TRUST ISHARES PREFERRED & INCOME SECS ETFetf | $10,000 | -9.1% | 300 | +1.0% | 0.00% | 0.0% |
| DNP | New | DNP SELECT INCOME FUND INCtr unit | $9,000 | – | 849 | +100.0% | 0.00% | – |
| VFC | Buy | V F CORP | $9,000 | -18.2% | 195 | +0.5% | 0.00% | 0.0% |
| XLU | Buy | SELECT UTILITIES SELECT SECTOR SPDR ETFetf | $11,000 | +37.5% | 156 | +45.8% | 0.00% | +33.3% |
| SNY | Buy | SANOFI SPON ADRadr | $7,000 | 0.0% | 148 | +2.1% | 0.00% | +50.0% |
| FANG | New | DIAMONDBACK ENERGY INC | $7,000 | – | 58 | +100.0% | 0.00% | – |
| EWC | New | ISHARES MSCI CANADA ETFetf | $7,000 | – | 202 | +100.0% | 0.00% | – |
| CCL | Buy | CARNIVAL CORP PAIRED CTF 1 COM CARNIVL CRP & 1 TR SH BEN INT P&O PRINCESS | $7,000 | +16.7% | 804 | +163.6% | 0.00% | +50.0% |
| FE | Buy | FIRSTENERGY CORP | $8,000 | +33.3% | 206 | +52.6% | 0.00% | +50.0% |
| SNHNL | Buy | DIVERSIFIED HEALTHCARE TRUST SR NOTE 6.25 02/01/2046 | $7,000 | -12.5% | 412 | +2.0% | 0.00% | 0.0% |
| JJM | New | BARCLAYS BANK IPATH SER B BLOOMBERG INDL METALS SUBINDEX ETNetn | $7,000 | – | 126 | +100.0% | 0.00% | – |
| DUK | Buy | DUKE ENERGY CORP NEW | $7,000 | 0.0% | 67 | +1.5% | 0.00% | +50.0% |
| BCE | Buy | BCE INC NEW | $8,000 | -11.1% | 163 | +0.6% | 0.00% | 0.0% |
| TCEHY | Buy | TENCENT HOLDINGS LTD UNSPON ADRadr | $4,000 | 0.0% | 94 | +2.2% | 0.00% | +100.0% |
| IXC | Buy | ISHARES GLOBAL ENERGY ETFetf | $5,000 | 0.0% | 155 | +2.0% | 0.00% | 0.0% |
| KMI | Buy | KINDER MORGAN INC DE | $6,000 | 0.0% | 335 | +1.5% | 0.00% | 0.0% |
| LSXMA | New | LIBERTY MEDIA CORP DEL SER A SIRIUSXM GROUP | $4,000 | – | 100 | +100.0% | 0.00% | – |
| CNP | Buy | CENTERPOINT ENERGY INC | $6,000 | -14.3% | 219 | +0.5% | 0.00% | 0.0% |
| GOLD | Buy | BARRICK GOLD CORP | $4,000 | -20.0% | 216 | +0.9% | 0.00% | 0.0% |
| XLP | New | SECTOR CONSUMER STAPLES SELECT SECTOR SPDR ETFetf | $5,000 | – | 67 | +100.0% | 0.00% | – |
| RGR | Buy | STURM RUGER & CO INC | $5,000 | 0.0% | 80 | +1.3% | 0.00% | 0.0% |
| ASB | Buy | ASSOCIATED BANC CORP | $5,000 | -16.7% | 251 | +1.2% | 0.00% | 0.0% |
| LNT | Buy | ALLIANT ENERGY CORP | $5,000 | 0.0% | 81 | +1.2% | 0.00% | 0.0% |
| ABNB | New | AIRBNB INC CL A | $4,000 | – | 50 | +100.0% | 0.00% | – |
| TRTX | Buy | TPG RE FINANCE TRUST INC | $3,000 | -25.0% | 319 | +1.9% | 0.00% | 0.0% |
| XAR | New | SPDR S&P AEROSPACE & DEFENSE ETFetf | $3,000 | – | 29 | +100.0% | 0.00% | – |
| MPW | Buy | MEDICAL PROPERTIES TRUST | $3,000 | -25.0% | 202 | +1.5% | 0.00% | 0.0% |
| NZF | Buy | NUVEEN MUNICIPAL CREDIT INCOME FUNDetf | $2,000 | 0.0% | 143 | +0.7% | 0.00% | 0.0% |
| XLRE | Buy | SELECT SECTOR TR REAL ESTATE SPDR ETFetf | $3,000 | -25.0% | 86 | +1.2% | 0.00% | 0.0% |
| CS | Buy | CREDIT SUISSE GROUP SPONSORED ADR | $3,000 | -25.0% | 521 | +1.2% | 0.00% | 0.0% |
| EVGO | New | EVGO INC CL A | $2,000 | – | 278 | +100.0% | 0.00% | – |
| GGT | Buy | GABELLI MULTIMEDIA TR INC | $2,000 | 0.0% | 232 | +2.7% | 0.00% | 0.0% |
| OPI | Buy | OFFICE PROPERTIES INCOME TRUST SBI | $2,000 | -33.3% | 104 | +3.0% | 0.00% | 0.0% |
| GPN | New | GLOBAL PAYMENTS INC | $1,000 | – | 8 | +100.0% | 0.00% | – |
| ERC | Buy | ALLSPRING ADVANTAGE MULTI SECTOR INCOME FUNDetf | $1,000 | 0.0% | 139 | +0.7% | 0.00% | – |
| BIP | Buy | BROOKFIELD INFRASTRUCTURE PARTNERS UNIT LTD PARTNERSHIP | $1,000 | 0.0% | 21 | +50.0% | 0.00% | – |
| LNG | New | CHENIERE ENERGY INC NEW | $1,000 | – | 10 | +100.0% | 0.00% | – |
| LUMN | Buy | LUMEN TECHNOLOGIES INC LA | $1,000 | 0.0% | 114 | +1.8% | 0.00% | – |
| ROKU | New | ROKU INC SER A | $1,000 | – | 12 | +100.0% | 0.00% | – |
| BVH | New | BLUEGREEN VACATIONS HOLDING CORP CL A | $1,000 | – | 40 | +100.0% | 0.00% | – |
| SPDW | Buy | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETFetf | $1,000 | 0.0% | 27 | +3.8% | 0.00% | – |
| CNNXF | Buy | CANNAMERICA BRANDS CORP | $0 | – | 3,600 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-12
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.