$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 34.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VGSH | Sell | VANGUARD SHORT TERM TREASURY ETFetf | $33,042,000 | -1.7% | 561,359 | -1.1% | 13.48% | +15.3% |
| BIL | Sell | SPDR BLOOMBERG 1-3 MONTH T-BILL ETF NEWetf | $30,368,000 | -1.6% | 331,922 | -1.7% | 12.39% | +15.4% |
| AAPL | Sell | APPLE INC | $20,217,000 | -22.3% | 147,874 | -0.8% | 8.25% | -8.8% |
| MSFT | Sell | MICROSOFT CORP | $12,362,000 | -17.4% | 48,132 | -0.9% | 5.04% | -3.1% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC CL B NEWcl b new | $7,272,000 | -25.6% | 26,637 | -3.9% | 2.97% | -12.7% |
| GBIL | Sell | GOLDMAN SACHS ACCESS TREASURY 0-1YR ETF PRICING BASKETetf | $6,888,000 | -6.5% | 68,989 | -6.4% | 2.81% | +9.8% |
| SHY | Sell | ISHARES 1-3 YR TREASURY BOND ETFetf | $5,034,000 | -5.5% | 60,804 | -4.8% | 2.05% | +10.9% |
| V | Sell | VISA INC CL A | $4,943,000 | -14.7% | 25,106 | -3.9% | 2.02% | +0.1% |
| SYK | Sell | STRYKER CORP | $3,380,000 | -27.3% | 16,989 | -2.3% | 1.38% | -14.7% |
| ADBE | Sell | ADOBE INC | $2,370,000 | -21.7% | 6,474 | -2.6% | 0.97% | -8.2% |
| CRM | Sell | SALESFORCE INC | $2,336,000 | -25.0% | 14,153 | -3.6% | 0.95% | -12.0% |
| DIS | Sell | WALT DISNEY CO | $2,168,000 | -33.2% | 22,963 | -2.9% | 0.88% | -21.5% |
| MRVL | Sell | MARVELL TECHNOLOGY INC | $2,130,000 | -41.7% | 48,933 | -3.9% | 0.87% | -31.6% |
| IAU | Sell | ISHARES GOLD TRUST NEWetf | $1,926,000 | -8.6% | 56,147 | -1.9% | 0.79% | +7.2% |
| NKE | Sell | NIKE INC CL B | $1,712,000 | -29.6% | 16,752 | -7.3% | 0.70% | -17.3% |
| KO | Sell | COCA-COLA COMPANY | $1,619,000 | -1.3% | 25,728 | -2.8% | 0.66% | +15.8% |
| MA | Sell | MASTERCARD INC CL A | $1,501,000 | -15.6% | 4,759 | -4.4% | 0.61% | -1.1% |
| COST | Sell | COSTCO WHOLESALE CORP | $1,389,000 | -22.4% | 2,899 | -6.7% | 0.57% | -8.8% |
| HON | Sell | HONEYWELL INTL INC | $1,331,000 | -12.7% | 7,656 | -2.3% | 0.54% | +2.5% |
| NFLX | Sell | NETFLIX INC | $1,260,000 | -57.3% | 7,205 | -8.6% | 0.51% | -49.9% |
| TXN | Sell | TEXAS INSTRUMENTS INC | $1,251,000 | -19.4% | 8,144 | -3.8% | 0.51% | -5.6% |
| BABA | Sell | ALIBABA GROUP HOLDING LTD SPONS ADS REPSTG 8 ORD SHSspon adr | $1,221,000 | +2.1% | 10,739 | -2.3% | 0.50% | +19.7% |
| PYPL | Sell | PAYPAL HOLDINGS INC | $1,043,000 | -44.0% | 14,938 | -7.2% | 0.43% | -34.2% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $962,000 | -5.7% | 10,010 | -2.7% | 0.39% | +10.7% |
| NOC | Sell | NORTHROP GRUMMAN CORP | $959,000 | -1.5% | 2,004 | -7.9% | 0.39% | +15.3% |
| SBUX | Sell | STARBUCKS CORP | $879,000 | -19.0% | 11,510 | -3.5% | 0.36% | -4.8% |
| MDT | Sell | MEDTRONIC PLC | $864,000 | -20.2% | 9,623 | -1.4% | 0.35% | -6.4% |
| EBAY | Sell | EBAY INC | $778,000 | -31.2% | 18,660 | -5.4% | 0.32% | -19.3% |
| ROP | Sell | ROPER TECHNOLOGIES INC | $618,000 | -23.8% | 1,565 | -8.9% | 0.25% | -10.6% |
| SPAB | Sell | SPDR PORTFOLIO AGGREGATE BOND ETFetf | $569,000 | -28.3% | 21,597 | -24.4% | 0.23% | -15.9% |
| SPIB | Sell | SPDR PORTFOLIO INTERMEDIATE TERM CORP BOND ETFetf | $541,000 | -58.0% | 16,585 | -56.0% | 0.22% | -50.6% |
| PFE | Sell | PFIZER INC | $495,000 | -1.6% | 9,435 | -2.8% | 0.20% | +15.4% |
| MMM | Sell | 3M COMPANY | $460,000 | -16.8% | 3,555 | -4.3% | 0.19% | -2.1% |
| JNJ | Sell | JOHNSON & JOHNSON | $345,000 | -2.5% | 1,946 | -2.5% | 0.14% | +14.6% |
| T | Sell | AT&T INC | $306,000 | -12.3% | 14,610 | -1.0% | 0.12% | +3.3% |
| KLAC | Sell | KLA CORP | $192,000 | -13.1% | 602 | -0.2% | 0.08% | +1.3% |
| IBB | Sell | ISHARES BIOTECHNOLOGY ETFbiotech etf | $166,000 | -15.7% | 1,411 | -6.9% | 0.07% | 0.0% |
| ROBO | Sell | EXCHANGE TRADED CONCEPTS TRUST ROBO GLOBAL ROBOTICS&AUTOMATION ETFetf | $159,000 | -25.4% | 3,528 | -3.6% | 0.06% | -12.2% |
| AGGY | Sell | WISDOMTREE YIELD ENHANCED US AGGREGATE BD FD ETFetf | $127,000 | -74.1% | 2,830 | -72.3% | 0.05% | -69.4% |
| F | Sell | FORD MOTOR CO NEW | $127,000 | -44.8% | 11,372 | -16.4% | 0.05% | -35.0% |
| ABBV | Sell | ABBVIE INC | $117,000 | -6.4% | 764 | -0.9% | 0.05% | +11.6% |
| SPYV | Sell | SPDR PORTFOLIO S&P 500 VALUE ETFetf | $114,000 | -98.6% | 3,099 | -98.5% | 0.05% | -98.4% |
| DIA | Sell | SPDR DOW JONES INDUSTRIAL AVERAGE ETFetf | $114,000 | -14.9% | 370 | -4.4% | 0.05% | 0.0% |
| BOTZ | Sell | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETFetf | $82,000 | -33.9% | 4,016 | -5.7% | 0.03% | -23.3% |
| DOW | Sell | DOW INC | $73,000 | -43.0% | 1,410 | -29.7% | 0.03% | -33.3% |
| EEM | Sell | ISHARES MSCI EMERGING MARKETS ETFetf | $68,000 | -13.9% | 1,685 | -3.6% | 0.03% | +3.7% |
| BA | Sell | BOEING COMPANY | $55,000 | -38.9% | 405 | -14.2% | 0.02% | -29.0% |
| LYB | Sell | LYONDELLBASELL INDUSTRIES N V ORD SHS CL A | $50,000 | -28.6% | 568 | -16.7% | 0.02% | -16.7% |
| BAC | Sell | BANK OF AMERICA CORP | $47,000 | -25.4% | 1,520 | -0.6% | 0.02% | -13.6% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $43,000 | -10.4% | 80 | -1.2% | 0.02% | +5.9% |
| SPLG | Sell | SPDR PORTFOLIO S&P 500 ETFetf | $42,000 | -19.2% | 952 | -2.5% | 0.02% | -5.6% |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $40,000 | -37.5% | 519 | -11.9% | 0.02% | -27.3% |
| AVGO | Sell | BROADCOM INC | $37,000 | -24.5% | 76 | -1.3% | 0.02% | -11.8% |
| BLK | Sell | BLACKROCK INC | $33,000 | -21.4% | 54 | -1.8% | 0.01% | -13.3% |
| KHC | Sell | KRAFT HEINZ CO | $31,000 | -31.1% | 800 | -29.5% | 0.01% | -18.8% |
| VTV | Sell | VANGUARD VALUE ETFetf | $29,000 | -12.1% | 221 | -0.5% | 0.01% | +9.1% |
| DAL | Sell | DELTA AIRLINES INC NEW | $26,000 | -27.8% | 907 | -1.5% | 0.01% | -15.4% |
| JCI | Sell | JOHNSON CONTROLS INTL PLC | $25,000 | -28.6% | 531 | -0.2% | 0.01% | -16.7% |
| IP | Sell | INTL PAPER COMPANY | $24,000 | -35.1% | 573 | -28.0% | 0.01% | -23.1% |
| LUV | Sell | SOUTHWEST AIRLINES CO | $24,000 | -40.0% | 669 | -23.1% | 0.01% | -28.6% |
| LTHM | Sell | LIVENT CORP | $25,000 | -13.8% | 1,105 | -1.1% | 0.01% | 0.0% |
| VOT | Sell | VANGUARD MID CAP GROWTH ETFetf | $24,000 | -22.6% | 138 | -1.4% | 0.01% | -9.1% |
| TSM | Sell | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD SPON ADRadr | $21,000 | -19.2% | 252 | -0.4% | 0.01% | 0.0% |
| PAVE | Sell | GLOBAL X U S INFRASTRUCTURE DEVELOPMENT ETFetf | $23,000 | -20.7% | 1,023 | -0.1% | 0.01% | -10.0% |
| Sell | GRAYSCALE BITCOIN TRUST BTC ACCD INVS | $23,000 | -61.7% | 1,931 | -1.9% | 0.01% | -57.1% | |
| MPC | Sell | MARATHON PETROLEUM CORP | $23,000 | -17.9% | 278 | -13.9% | 0.01% | -10.0% |
| MSI | Sell | MOTOROLA SOLUTIONS INC NEW | $19,000 | -26.9% | 91 | -14.2% | 0.01% | -11.1% |
| MRNA | Sell | MODERNA INC | $19,000 | -51.3% | 132 | -41.9% | 0.01% | -42.9% |
| VUG | Sell | VANGUARD GROWTH ETFetf | $16,000 | -23.8% | 73 | -1.4% | 0.01% | 0.0% |
| SLB | Sell | SCHLUMBERGER LTD | $18,000 | -43.8% | 498 | -35.5% | 0.01% | -36.4% |
| XLY | Sell | CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETFetf | $17,000 | -26.1% | 124 | -0.8% | 0.01% | -12.5% |
| CL | Sell | COLGATE-PALMOLIVE COMPANY | $17,000 | +6.2% | 211 | -0.9% | 0.01% | +16.7% |
| MO | Sell | ALTRIA GROUP INC | $15,000 | -72.2% | 360 | -65.2% | 0.01% | -68.4% |
| FXG | Sell | FIRST TRUST CONSUMER STAPLES ALPHADEX ETFetf | $13,000 | 0.0% | 206 | -0.5% | 0.01% | 0.0% |
| HOG | Sell | HARLEY DAVIDSON INC | $13,000 | -63.9% | 398 | -56.4% | 0.01% | -61.5% |
| CMCSA | Sell | COMCAST CORP CL A NEW | $12,000 | -14.3% | 303 | -0.3% | 0.01% | 0.0% |
| HBAN | Sell | HUNTINGTON BANCSHRES INC | $9,000 | -70.0% | 736 | -64.4% | 0.00% | -60.0% |
| VOD | Sell | VODAFONE GROUP PLC NEW SPON ADR NO PARspon adr | $10,000 | -9.1% | 664 | -0.2% | 0.00% | 0.0% |
| YUM | Sell | YUM BRANDS INC | $11,000 | -8.3% | 98 | -2.0% | 0.00% | 0.0% |
| LOW | Sell | LOWES COMPANIES INC | $9,000 | -10.0% | 49 | -2.0% | 0.00% | +33.3% |
| PKW | Sell | INVESCO BUYBACK ACHIEVERS ETFetf | $10,000 | -16.7% | 129 | -3.7% | 0.00% | 0.0% |
| SCHW | Sell | SCHWAB CHARLES CORP NEW | $7,000 | -22.2% | 108 | -0.9% | 0.00% | 0.0% |
| DHR | Sell | DANAHER CORP | $7,000 | -12.5% | 26 | -3.7% | 0.00% | 0.0% |
| POTX | Sell | GLOBAL X CANNABIS NEW ETFetf | $4,000 | -55.6% | 259 | -83.4% | 0.00% | -33.3% |
| MRO | Sell | MARATHON OIL CORP | $6,000 | -14.3% | 251 | -12.5% | 0.00% | 0.0% |
| MET | Sell | METLIFE INC | $4,000 | 0.0% | 57 | -1.7% | 0.00% | +100.0% |
| AFL | Sell | AFLAC INC | $4,000 | -20.0% | 75 | -1.3% | 0.00% | 0.0% |
| BDX | Sell | BECTON DICKINSON & CO | $4,000 | 0.0% | 16 | -5.9% | 0.00% | +100.0% |
| TTD | Sell | TRADE DESK INC (THE) CL A | $6,000 | -62.5% | 151 | -33.5% | 0.00% | -66.7% |
| UAL | Sell | UNITED AIRLINES HOLDINGS INC | $4,000 | -69.2% | 115 | -58.3% | 0.00% | -60.0% |
| AZN | Sell | ASTRAZENECA PLC SPONSORED ADR | $5,000 | 0.0% | 76 | -1.3% | 0.00% | 0.0% |
| AMAT | Sell | APPLIED MATERIALS INC | $4,000 | -33.3% | 44 | -2.2% | 0.00% | 0.0% |
| AAL | Sell | AMERICAN AIRLINES GROUP INC | $5,000 | -58.3% | 370 | -45.2% | 0.00% | -50.0% |
| ABT | Sell | ABBOTT LABORATORIES | $5,000 | -16.7% | 49 | -2.0% | 0.00% | 0.0% |
| STX | Sell | SEAGATE TECHNOLOGY HOLDINGS PUBLIC LTD CO | $5,000 | -16.7% | 71 | -1.4% | 0.00% | 0.0% |
| ECL | Sell | ECOLAB INC | $3,000 | -25.0% | 20 | -4.8% | 0.00% | 0.0% |
| SJM | Sell | SMUCKER JM COMPANY NEW | $2,000 | -33.3% | 19 | -5.0% | 0.00% | 0.0% |
| MJ | Sell | ETFMG ALTERNATIVE HARVEST ETFetf | $3,000 | -70.0% | 592 | -38.7% | 0.00% | -66.7% |
| ADP | Sell | AUTOMATIC DATA PROCESSING INC | $2,000 | -33.3% | 11 | -8.3% | 0.00% | 0.0% |
| GM | Sell | GENERAL MOTORS CO | $3,000 | -75.0% | 83 | -70.7% | 0.00% | -75.0% |
| ES | Sell | EVERSOURCE ENERGY | $3,000 | 0.0% | 38 | -2.6% | 0.00% | 0.0% |
| WY | Sell | WEYERHAEUSER CO | $2,000 | 0.0% | 65 | -1.5% | 0.00% | 0.0% |
| S | Sell | SENTINELONE INC CL A | $2,000 | -94.4% | 90 | -90.4% | 0.00% | -92.3% |
| NP | Sell | NEENAH INC | $3,000 | -25.0% | 102 | -1.0% | 0.00% | 0.0% |
| GDX | Sell | VANECK GOLD MINERS ETFetf | $2,000 | 0.0% | 56 | -1.8% | 0.00% | 0.0% |
| FUV | Sell | ARCIMOTO INC | $2,000 | -71.4% | 662 | -40.8% | 0.00% | -50.0% |
| ICE | Sell | INTERCONTINENTAL EXCHANGE INC | $2,000 | -33.3% | 19 | -5.0% | 0.00% | 0.0% |
| FMCC | Exit | FED HOME LOAN MTG CORP COM | $0 | – | -609 | -100.0% | 0.00% | – |
| SNSR | Sell | GLOBAL X INTERNET OF THINGS ETFetf | $1,000 | -50.0% | 51 | -1.9% | 0.00% | -100.0% |
| DLB | Sell | DOLBY LABORATORIES INC CL A | $1,000 | 0.0% | 13 | -7.1% | 0.00% | – |
| Exit | GASFRAC ENERGY SERVICES INC COM | $0 | – | -1,000 | -100.0% | 0.00% | – | |
| VMW | Sell | VMWARE INC CL A | $1,000 | 0.0% | 9 | -10.0% | 0.00% | – |
| AAP | Sell | ADVANCE AUTO PARTS INC | $1,000 | 0.0% | 6 | -14.3% | 0.00% | – |
| Exit | YINGLI GREEN ENERGY HOLDING CO ADR TERMINATION 10/19/20 | $0 | – | -225 | -100.0% | 0.00% | – | |
| Sell | WOLFSPEED INC | $1,000 | -50.0% | 17 | -5.6% | 0.00% | -100.0% | |
| CGAU | Sell | CENTERRA GOLD INC | $0 | – | 19 | -5.0% | 0.00% | – |
| Exit | SC HLDGS CORP COM | $0 | – | -1 | -100.0% | 0.00% | – | |
| Sell | MANDIANT INC | $1,000 | 0.0% | 49 | -2.0% | 0.00% | – | |
| GNUS | Exit | GENIUS BRANDS INTL INC COM | $0 | – | -238 | -100.0% | 0.00% | – |
| WU | Exit | WESTERN UNION COMPANY (THE) COM | $0 | – | -74 | -100.0% | 0.00% | – |
| SQ | Sell | BLOCK INC CL A | $1,000 | -90.9% | 15 | -81.2% | 0.00% | -100.0% |
| LDKYQ | Sell | LDK SOLAR CO LTD SPON ADR | $0 | – | 50 | -87.5% | 0.00% | – |
| AUMN | Exit | GOLDEN MINERALS CO COM | $0 | – | -20 | -100.0% | 0.00% | – |
| FNMA | Exit | FED NATIONAL MTG ASSN COM | $0 | – | -442 | -100.0% | 0.00% | – |
| KTB | Sell | KONTOOR BRANDS INC | $1,000 | 0.0% | 27 | -3.6% | 0.00% | – |
| UBER | Sell | UBER TECHNOLOGIES INC | $1,000 | 0.0% | 31 | -3.1% | 0.00% | – |
| Sell | DIGITAL WORLD ACQUISITION CORP CL A | $1,000 | -80.0% | 34 | -57.0% | 0.00% | -100.0% | |
| GDXJ | Sell | VANECK JR GOLD MINERS ETFetf | $1,000 | -50.0% | 40 | -2.4% | 0.00% | -100.0% |
| BUD | Sell | ANHEUSER BUSCH INBEV SA/NV | $1,000 | 0.0% | 10 | -9.1% | 0.00% | – |
| ENZC | Exit | ENZOLYTICS INC COM | $0 | – | -260 | -100.0% | 0.00% | – |
| AMC | Sell | AMC ENTERTAINMENT HLDGS INC CL A | $0 | – | 10 | -16.7% | 0.00% | – |
| MCHP | Exit | MICROCHIP TECHNOLOGY COM | $0 | – | -4 | -100.0% | 0.00% | – |
| MLM | Exit | MARTIN MARIETTA MATERIALS INC COM | $0 | – | -3 | -100.0% | 0.00% | – |
| NCLH | Exit | NORWEGIAN CRUISE LINE HLDGS LT COM | $0 | – | -13 | -100.0% | 0.00% | – |
| DVLP | Exit | GOLDEN DEVELOPING SOLUTIONS IN COM | $0 | – | -20,000 | -100.0% | 0.00% | – |
| BITW | Exit | BITWISE 10 CRYPTO INDEX FD | $0 | – | -20 | -100.0% | 0.00% | – |
| BFLY | Exit | BUTTERFLY NETWORK INC COM CL A | $0 | – | -130 | -100.0% | 0.00% | – |
| VMC | Exit | VULCAN MATERIALS CO COM | $0 | – | -6 | -100.0% | 0.00% | – |
| PLUG | Sell | PLUG POWER INC NEW | $1,000 | -83.3% | 31 | -84.4% | 0.00% | -100.0% |
| PCRFY | Sell | PANASONIC HOLDINGS CORP ADR | $1,000 | 0.0% | 101 | -1.0% | 0.00% | – |
| OGN | Sell | ORGANON & CO | $1,000 | 0.0% | 23 | -8.0% | 0.00% | – |
| ORCL | Sell | ORACLE CORP | $1,000 | 0.0% | 16 | -5.9% | 0.00% | – |
| AVNW | Exit | AVIAT NETWORKS INC COM | $0 | – | -100 | -100.0% | -0.00% | – |
| ABR | Exit | ARBOR REALTY TRUST INC COM USD0.01 | $0 | – | -213 | -100.0% | -0.00% | – |
| ZBRA | Exit | ZEBRA TECHNOLOGIES COM CL A | $0 | – | -10 | -100.0% | -0.00% | – |
| KRE | Exit | SPDR SERIES TRUST S&P REGL BKG ETFetf | $0 | – | -23 | -100.0% | -0.00% | – |
| SIL | Exit | GLOBAL X FDS GLOBAL X SILVER ETFsilver etf | $0 | – | -109 | -100.0% | -0.00% | – |
| COIN | Exit | COINBASE GLOBAL INC CL A | $0 | – | -12 | -100.0% | -0.00% | – |
| DPZ | Exit | DOMINOS PIZZA INC COM | $0 | – | -5 | -100.0% | -0.00% | – |
| CCI | Exit | CROWN CASTLE INTL CORP COM USD0.01 | $0 | – | -16 | -100.0% | -0.00% | – |
| MARA | Exit | MARATHON DIGITAL HOLDINGS INC | $0 | – | -63 | -100.0% | -0.00% | – |
| RIOT | Exit | RIOT BLOCKCHAIN INC | $0 | – | -97 | -100.0% | -0.00% | – |
| SPYD | Exit | SPDR PRTFLO S&P500 HI ETFetf | $0 | – | -149 | -100.0% | -0.00% | – |
| TER | Exit | TERADYNE INC COM | $0 | – | -50 | -100.0% | -0.00% | – |
| ZI | Exit | ZOOMINFO TECHNOLOGIES INC COM CL A | $0 | – | -146 | -100.0% | -0.00% | – |
| SHOP | Exit | SHOPIFY INC COM CL A | $0 | – | -15 | -100.0% | -0.00% | – |
| GOLF | Exit | ACUSHNET HOLDINGS CORP COM | $0 | – | -213 | -100.0% | -0.00% | – |
| KNSL | Exit | KINSALE CAPITAL GROUP INC COM | $0 | – | -46 | -100.0% | -0.00% | – |
| WD | Exit | WALKER AND DUNLOP COM | $0 | – | -74 | -100.0% | -0.00% | – |
| DCP | Exit | DCP MIDSTREAM LP COM UNITS LTD PARTNER INT | $0 | – | -355 | -100.0% | -0.00% | – |
| DOCU | Exit | DOCUSIGN INC COM | $0 | – | -100 | -100.0% | -0.00% | – |
| ABML | Exit | AMER BATTERY TECHNOLOGY CO COM | $0 | – | -9,900 | -100.0% | -0.01% | – |
| DOCN | Exit | DIGITALOCEAN HLDGS INC COM | $0 | – | -221 | -100.0% | -0.01% | – |
| BOMN | Exit | BOSTON OMAHA CORPORATION COM CL A | $0 | – | -697 | -100.0% | -0.01% | – |
| PAYC | Exit | PAYCOM SOFTWARE INC COM | $0 | – | -48 | -100.0% | -0.01% | – |
| ANET | Exit | ARISTA NETWORKS INC COM | $0 | – | -136 | -100.0% | -0.01% | – |
| Exit | PURPOSE SILVER BULLION FUND ETF NON CURRENCY | $0 | – | -1,450 | -100.0% | -0.01% | – | |
| WPM | Exit | WHEATON PRECIOUS METALS CORP COM | $0 | – | -414 | -100.0% | -0.01% | – |
| CFG | Exit | CITIZENS FINL GROUP INC COM | $0 | – | -651 | -100.0% | -0.01% | – |
| AGG | Exit | ISHARES TRUST CORE US AGGBD ET ETFcore totusbd etf | $0 | – | -270 | -100.0% | -0.01% | – |
| BILL | Exit | BILL COM HLDGS INC COM | $0 | – | -134 | -100.0% | -0.01% | – |
| MNDY | Exit | MONDAY COM | $0 | – | -179 | -100.0% | -0.01% | – |
| VOO | Exit | VANGUARD S&P 500 ETF SHSetf | $0 | – | -75 | -100.0% | -0.01% | – |
| UPST | Exit | UPSTART HLDGS INC COM | $0 | – | -287 | -100.0% | -0.01% | – |
| MDB | Exit | MONGODB INC COM CL A | $0 | – | -79 | -100.0% | -0.01% | – |
| TSCO | Exit | TRACTOR SUPPLY CO COM | $0 | – | -156 | -100.0% | -0.01% | – |
| ZS | Exit | ZSCALER INC COM | $0 | – | -152 | -100.0% | -0.01% | – |
| SNOW | Exit | SNOWFLAKE INC COM CL A | $0 | – | -172 | -100.0% | -0.01% | – |
| NET | Exit | CLOUDFLARE INC COM CL A | $0 | – | -368 | -100.0% | -0.02% | – |
| DDOG | Exit | DATADOG INC COM CL A | $0 | – | -312 | -100.0% | -0.02% | – |
| VGIT | Exit | VANGUARD INTERMEDIATE TERM TREASURY INDEX ETFetf | $0 | – | -1,269 | -100.0% | -0.03% | – |
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.