$234 Thousand is the total value of Winch Advisory Services, LLC's 449 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 18.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BIL | Sell | SPDR BLOOMBERG 1-3 MONTH T-BILL ETF NEWetf | $27,415 | -99.9% | 299,710 | -0.3% | 11.70% | -1.1% |
| VGSH | Sell | VANGUARD SHORT TERM TREASURY ETFetf | $26,244 | -99.9% | 453,892 | -11.6% | 11.20% | -12.2% |
| SPTM | Buy | SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETFetf | $22,349 | -99.9% | 472,600 | +2.3% | 9.53% | +8.9% |
| AAPL | Sell | APPLE INC | $18,133 | -99.9% | 139,561 | -4.3% | 7.74% | -10.7% |
| SHV | Sell | ISHARES SHORT TREASURY BOND ETFetf | $11,284 | -99.9% | 102,657 | -2.2% | 4.81% | -2.9% |
| MSFT | Sell | MICROSOFT CORP | $11,105 | -99.9% | 46,307 | -3.8% | 4.74% | -1.6% |
| AMZN | Sell | AMAZON.COM INC | $8,039 | -99.9% | 95,698 | -2.6% | 3.43% | -28.1% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC CL B NEW | $7,897 | -99.9% | 25,564 | -2.4% | 3.37% | +12.2% |
| QQQ | Buy | INVESCO QQQ ETFetf | $7,741 | -99.9% | 29,070 | +6.5% | 3.30% | +5.4% |
| GOOG | Sell | ALPHABET INC CL C | $6,138 | -99.9% | 69,178 | -1.7% | 2.62% | -9.9% |
| GBIL | Sell | GOLDMAN SACHS ACCESS TREASURY 0-1YR ETF PRICING BASKETetf | $5,841 | -99.9% | 58,575 | -10.5% | 2.49% | -11.3% |
| NVDA | Sell | NVIDIA CORP | $4,582 | -99.9% | 31,353 | -4.8% | 1.96% | +13.9% |
| V | Sell | VISA INC CL A | $4,573 | -99.9% | 22,013 | -11.3% | 1.95% | +3.1% |
| SHY | Sell | ISHARES 1-3 YR TREASURY BOND ETFetf | $4,337 | -99.9% | 53,431 | -8.7% | 1.85% | -9.4% |
| SYK | Sell | STRYKER CORP | $4,006 | -99.9% | 16,384 | -2.9% | 1.71% | +16.3% |
| SGOV | New | ISHARES 0-3 MONTH TREASURY BOND ETFetf | $3,666 | – | 36,611 | +100.0% | 1.56% | – |
| JPM | Sell | JPMORGAN CHASE & CO | $3,191 | -99.9% | 23,797 | -0.3% | 1.36% | +27.1% |
| SPEM | Sell | SPDR PORTFOLIO EMERGING MARKETS ETFetf | $2,401 | -99.9% | 72,839 | -8.4% | 1.02% | -3.4% |
| ADBE | Sell | ADOBE INC | $2,097 | -99.9% | 6,232 | -3.7% | 0.90% | +17.0% |
| NFLX | Sell | NETFLIX INC | $1,840 | -99.9% | 6,240 | -10.1% | 0.78% | +12.0% |
| NKE | Sell | NIKE INC CL B | $1,776 | -99.9% | 15,176 | -8.0% | 0.76% | +28.7% |
| DIS | Sell | WALT DISNEY CO | $1,775 | -99.9% | 20,426 | -9.1% | 0.76% | -16.9% |
| IAU | Sell | ISHARES GOLD TRUST NEWetf | $1,745 | -99.9% | 50,452 | -9.6% | 0.74% | -1.6% |
| CRM | Sell | SALESFORCE INC | $1,733 | -99.9% | 13,069 | -5.9% | 0.74% | -13.9% |
| MRVL | Sell | MARVELL TECHNOLOGY INC | $1,728 | -99.9% | 46,662 | -3.5% | 0.74% | -17.3% |
| SPY | Sell | SPDR S&P 500 ETFetf | $1,674 | -99.9% | 4,378 | -6.0% | 0.71% | 0.0% |
| C | Sell | CITIGROUP INC NEW | $1,547 | -99.9% | 34,194 | -4.3% | 0.66% | +3.1% |
| HON | Sell | HONEYWELL INTL INC | $1,507 | -99.9% | 7,033 | -7.0% | 0.64% | +18.6% |
| KO | Sell | COCA-COLA COMPANY | $1,502 | -99.9% | 23,609 | -4.2% | 0.64% | +8.1% |
| GLD | Buy | SPDR GOLD TRUST GOLD SHARESetf | $1,471 | -99.9% | 8,669 | +1.8% | 0.63% | +11.0% |
| COST | Sell | COSTCO WHOLESALE CORP | $1,301 | -99.9% | 2,850 | -2.2% | 0.56% | -6.1% |
| MA | Sell | MASTERCARD INC CL A | $1,296 | -99.9% | 3,726 | -19.8% | 0.55% | -2.5% |
| TXN | Sell | TEXAS INSTRUMENTS INC | $1,254 | -99.9% | 7,588 | -7.6% | 0.54% | -2.0% |
| VTIP | Sell | VANGUARD SHORT TERM INFLATION PROTECTED SECURITIES ETFetf | $1,233 | -99.9% | 26,389 | -0.5% | 0.53% | -4.0% |
| SBUX | Sell | STARBUCKS CORP | $1,151 | -99.9% | 11,601 | -0.3% | 0.49% | +16.6% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $1,024 | -99.9% | 10,146 | +0.1% | 0.44% | +22.8% |
| NOC | Sell | NORTHROP GRUMMAN CORP | $1,013 | -99.9% | 1,857 | -5.4% | 0.43% | +9.1% |
| PYPL | Sell | PAYPAL HOLDINGS INC | $916 | -99.9% | 12,858 | -13.1% | 0.39% | -28.5% |
| FB | Sell | META PLATFORMS INC CL A | $858 | -99.9% | 7,128 | -8.0% | 0.37% | -18.8% |
| PG | Buy | PROCTER & GAMBLE CO | $840 | -99.9% | 5,543 | +0.2% | 0.36% | +19.3% |
| SPIP | Sell | SPDR TIPS ETFetf | $775 | -99.9% | 30,103 | -26.2% | 0.33% | -25.6% |
| EBAY | Sell | EBAY INC | $746 | -99.9% | 17,999 | -5.1% | 0.32% | +6.0% |
| MDT | Sell | MEDTRONIC PLC | $713 | -99.9% | 9,176 | -5.0% | 0.30% | -9.3% |
| BABA | Sell | ALIBABA GROUP HOLDING LTD SPONS ADS REPSTG 8 ORD SHS | $710 | -99.9% | 8,064 | -24.2% | 0.30% | -17.2% |
| VCSH | Buy | VANGUARD SHORT TERM CORP BOND ETFetf | $694 | -99.9% | 9,227 | +5.9% | 0.30% | +6.5% |
| SPAB | Buy | SPDR PORTFOLIO AGGREGATE BOND ETFetf | $666 | -99.9% | 26,511 | +18.0% | 0.28% | +17.8% |
| WEC | Sell | WEC ENERGY GROUP INC | $638 | -99.9% | 6,801 | -1.4% | 0.27% | +2.6% |
| VTI | Buy | VANGUARD TOTAL STOCK MARKET ETFetf | $623 | -99.8% | 3,261 | +55.7% | 0.27% | +65.2% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $603 | -99.8% | 15,311 | +81.8% | 0.26% | +87.6% |
| ROP | Sell | ROPER TECHNOLOGIES INC | $594 | -99.9% | 1,375 | -9.0% | 0.25% | +8.6% |
| VHT | Buy | VANGUARD HEALTH CARE ETFetf | $529 | -99.9% | 2,132 | +16.2% | 0.23% | +28.4% |
| SPIB | Sell | SPDR PORTFOLIO INTERMEDIATE TERM CORP BOND ETFetf | $529 | -99.9% | 16,619 | -4.4% | 0.23% | -3.4% |
| SPTS | Buy | SPDR PORTFOLIO SHORT TERM TREASURY ETFetf | $496 | -99.9% | 17,166 | +0.3% | 0.21% | -0.5% |
| CVX | Buy | CHEVRON CORP | $471 | -99.8% | 2,621 | +51.5% | 0.20% | +87.9% |
| PFE | Sell | PFIZER INC | $463 | -99.9% | 9,033 | -0.7% | 0.20% | +15.8% |
| MMM | Buy | 3M COMPANY | $427 | -99.9% | 3,558 | +0.1% | 0.18% | +7.7% |
| TSLA | Buy | TESLA INC | $425 | -99.9% | 3,451 | +20.0% | 0.18% | -44.8% |
| WMT | Sell | WALMART INC | $388 | -99.9% | 2,737 | -0.5% | 0.17% | +8.5% |
| SHAG | Buy | WISDOMTREE YIELD ENHANCED U S SHORT TERM AGGREGATE BD ETFetf | $387 | -99.9% | 8,289 | +7.3% | 0.16% | +7.8% |
| GOOGL | Buy | ALPHABET INC CL A | $381 | -99.9% | 4,320 | +0.5% | 0.16% | -7.9% |
| VFH | Buy | VANGUARD FINANCIALS ETFetf | $375 | -99.9% | 4,538 | +1.0% | 0.16% | +11.9% |
| MCD | Buy | MCDONALDS CORP | $360 | -99.9% | 1,365 | +3.1% | 0.15% | +17.6% |
| BP | Buy | BP PLC SPON ADR | $356 | -99.9% | 10,200 | +4.6% | 0.15% | +27.7% |
| JNJ | Sell | JOHNSON & JOHNSON | $340 | -99.9% | 1,922 | -1.1% | 0.14% | +6.6% |
| VUSB | New | VANGUARD ULTRA SHORT BOND ETFetf | $336 | – | 6,849 | +100.0% | 0.14% | – |
| VAW | Buy | VANGUARD MATERIALS ETFetf | $322 | -99.9% | 1,892 | +7.3% | 0.14% | +21.2% |
| IBTD | New | ISHARES IBONDS DEC 2023 TERM TREASURY ETFetf | $310 | – | 12,565 | +100.0% | 0.13% | – |
| T | Sell | AT&T INC | $288 | -99.9% | 15,637 | -1.4% | 0.12% | +18.3% |
| SMH | Sell | VANECK SEMICONDUCTOR ETFetf | $284 | -99.9% | 1,398 | -5.7% | 0.12% | +2.5% |
| XOM | Buy | EXXON MOBIL CORP | $282 | -99.8% | 2,557 | +76.0% | 0.12% | +118.2% |
| ULST | Sell | SPDR SSGA ULTRA SHORT TERM BOND ETFetf | $282 | -99.9% | 7,052 | -4.1% | 0.12% | -4.8% |
| DE | Buy | DEERE & CO | $271 | -99.9% | 632 | +0.2% | 0.12% | +27.5% |
| KMB | Buy | KIMBERLY CLARK CORP | $253 | -99.9% | 1,866 | +0.4% | 0.11% | +20.0% |
| KLAC | KLA CORP | $227 | -99.9% | 602 | 0.0% | 0.10% | +24.4% | |
| VIS | Sell | VANGUARD INDUSTRIALS ETFetf | $211 | -99.9% | 1,155 | -7.7% | 0.09% | +5.9% |
| COP | Sell | CONOCOPHILLIPS | $206 | -99.9% | 1,750 | -1.1% | 0.09% | +12.8% |
| XLE | Buy | SECTOR ENERGY SELECT SECTOR SPDR ETFetf | $182 | -99.8% | 2,085 | +27.5% | 0.08% | +52.9% |
| LYB | Buy | LYONDELLBASELL INDUSTRIES N V ORD SHS CL A | $177 | -99.6% | 2,128 | +299.2% | 0.08% | +347.1% |
| VLO | Buy | VALERO ENERGY CORP | $175 | -99.9% | 1,378 | +23.1% | 0.08% | +44.2% |
| IBB | Sell | ISHARES BIOTECHNOLOGY ETFetf | $169 | -99.9% | 1,290 | -8.6% | 0.07% | +1.4% |
| ROBO | EXCHANGE TRADED CONCEPTS TRUST ROBO GLOBAL ROBOTICS&AUTOMATION ETFetf | $163 | -99.9% | 3,528 | 0.0% | 0.07% | +11.1% | |
| UNH | Buy | UNITEDHEALTH GROUP INC | $164 | -99.9% | 310 | +14.4% | 0.07% | +18.6% |
| LMT | Buy | LOCKHEED MARTIN CORP | $160 | -99.6% | 328 | +182.8% | 0.07% | +257.9% |
| F | Buy | FORD MOTOR CO NEW | $152 | -99.9% | 13,081 | +13.0% | 0.06% | +16.1% |
| PEP | PEPSICO INC | $152 | -99.9% | 839 | 0.0% | 0.06% | +10.2% | |
| AMCR | Buy | AMCOR PLC ORD USD 0.01 | $152 | -99.9% | 12,779 | +0.9% | 0.06% | +12.1% |
| AGGY | Buy | WISDOMTREE YIELD ENHANCED US AGGREGATE BD FD ETFetf | $145 | -99.9% | 3,399 | +3.7% | 0.06% | +5.1% |
| WM | Buy | WASTE MANAGEMENT INC DEL | $146 | -99.9% | 931 | +15.7% | 0.06% | +12.7% |
| DIA | Buy | SPDR DOW JONES INDUSTRIAL AVERAGE ETFetf | $124 | -99.9% | 374 | +0.5% | 0.05% | +15.2% |
| FCX | Buy | FREEPORT MCMORAN INC | $123 | -99.8% | 3,239 | +75.7% | 0.05% | +147.6% |
| VYM | Sell | VANGUARD HIGH DIVIDEND YIELD ETFetf | $121 | -99.9% | 1,115 | -3.4% | 0.05% | +10.6% |
| ABBV | Sell | ABBVIE INC | $121 | -99.9% | 746 | -3.2% | 0.05% | +18.2% |
| EMN | Buy | EASTMAN CHEMICAL CO | $119 | -99.6% | 1,457 | +204.2% | 0.05% | +240.0% |
| EOG | Buy | EOG RESOURCES INC | $118 | -99.9% | 911 | +1.9% | 0.05% | +16.3% |
| IWM | Sell | ISHARES RUSSELL 2000 ETFetf | $109 | -99.9% | 624 | -15.9% | 0.05% | -11.5% |
| IEO | Sell | ISHARES U S OIL & GAS EXPLORATION & PRODUCTION ETFetf | $103 | -99.9% | 1,104 | -16.0% | 0.04% | -6.4% |
| FIS | FIDELITY NATIONAL INFORMATION SERVICES INC | $102 | -99.9% | 1,500 | 0.0% | 0.04% | -10.2% | |
| LRCX | Buy | LAM RESEARCH CORP | $100 | -99.9% | 239 | +12.2% | 0.04% | +26.5% |
| DOW | Buy | DOW INC | $99 | -99.8% | 1,956 | +29.5% | 0.04% | +50.0% |
| MDY | Sell | SPDR S&P MID CAP 400 ETFetf | $94 | -99.9% | 212 | -29.6% | 0.04% | -23.1% |
| SPYV | Buy | SPDR PORTFOLIO S&P 500 VALUE ETFetf | $94 | -99.9% | 2,414 | +13.2% | 0.04% | +25.0% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD SPON ADR | $91 | -99.4% | 1,222 | +420.0% | 0.04% | +457.1% |
| ITA | Buy | ISHARES U S AEROSPACE & DEFENSE ETFetf | $92 | -98.5% | 825 | +1169.2% | 0.04% | +1200.0% |
| BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETFetf | $83 | -99.9% | 4,022 | 0.0% | 0.04% | +12.9% | |
| IYR | Buy | ISHARES U S REAL ESTATE ETFetf | $79 | -99.9% | 933 | +21.0% | 0.03% | +25.9% |
| X | Sell | UNITED STATES STEEL CORP NEW | $79 | -99.9% | 3,162 | -2.9% | 0.03% | +36.0% |
| XEL | Buy | XCEL ENERGY INC | $78 | -99.9% | 1,115 | +0.7% | 0.03% | +10.0% |
| ASH | ASHLAND INC | $76 | -99.9% | 708 | 0.0% | 0.03% | +10.3% | |
| GLTR | ABERDEEN PHYSICAL PRECIOUS METALS BASKET SHS ETFetf | $72 | -99.9% | 802 | 0.0% | 0.03% | +10.7% | |
| BA | BOEING COMPANY | $72 | -99.8% | 380 | 0.0% | 0.03% | +55.0% | |
| WFC | Buy | WELLS FARGO & CO NEW | $73 | -99.9% | 1,764 | +0.6% | 0.03% | +3.3% |
| ATVI | Sell | ACTIVISION BLIZZARD INC | $71 | -99.9% | 921 | -14.0% | 0.03% | -11.8% |
| XLK | Buy | SECTOR TECHNOLOGY SELECT SECTOR SPDR ETFetf | $71 | -99.9% | 571 | +0.2% | 0.03% | +3.4% |
| VVV | VALVOLINE INC | $68 | -99.9% | 2,090 | 0.0% | 0.03% | +26.1% | |
| Buy | JACOBS SOLUTIONS INC | $64 | -99.9% | 533 | +0.2% | 0.03% | +8.0% | |
| ASML | Buy | ASML HOLDING NV NY REGISTRY SHS NEW 2012 | $64 | -99.8% | 117 | +33.0% | 0.03% | +68.8% |
| XLF | Buy | SECTOR FINANCIAL SELECT SECTOR SPDR ETFetf | $62 | -99.9% | 1,816 | +0.6% | 0.03% | +8.3% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $60 | -99.9% | 1,608 | +1.2% | 0.03% | +23.8% |
| NEE | Buy | NEXTERA ENERGY INC | $61 | -99.4% | 724 | +452.7% | 0.03% | +550.0% |
| QCOM | Buy | QUALCOMM INC | $59 | -99.9% | 540 | +0.7% | 0.02% | -3.8% |
| TGT | Sell | TARGET CORP | $59 | -99.9% | 395 | -4.1% | 0.02% | -3.8% |
| HD | Buy | HOME DEPOT INC | $53 | -99.9% | 168 | +4.3% | 0.02% | +21.1% |
| DD | Buy | DUPONT DE NEMOURS INC | $52 | -99.9% | 761 | +0.5% | 0.02% | +37.5% |
| VGK | Sell | VANGUARD FTSE EUROPE ETFetf | $49 | -99.9% | 888 | -32.8% | 0.02% | -19.2% |
| XLC | Buy | SELECT SECTOR COMMUNICATION SERVICES SELECT SECTOR SPDR ETFetf | $50 | -99.9% | 1,032 | +0.3% | 0.02% | 0.0% |
| CSCO | Buy | CISCO SYSTEMS INC | $49 | -99.9% | 1,019 | +0.7% | 0.02% | +23.5% |
| XLV | Buy | SECTOR HEALTHCARE SELECT SECTOR SPDR ETFetf | $48 | -99.9% | 354 | +0.3% | 0.02% | +11.1% |
| BAC | Buy | BANK OF AMERICA CORP | $46 | -99.9% | 1,379 | +0.7% | 0.02% | +11.1% |
| VO | Buy | VANGUARD MID CAP ETFetf | $44 | -99.1% | 215 | +795.8% | 0.02% | +850.0% |
| SPLG | Buy | SPDR PORTFOLIO S&P 500 ETFetf | $43 | -99.9% | 961 | +0.5% | 0.02% | +5.9% |
| SPSB | SPDR PORTFOLIO SHORT TERM CORP BOND ETFetf | $42 | -99.9% | 1,445 | 0.0% | 0.02% | 0.0% | |
| SLV | Buy | ISHARES SILVER TRUSTetf | $42 | -99.8% | 1,909 | +31.7% | 0.02% | +63.6% |
| VTV | Buy | VANGUARD VALUE ETFetf | $42 | -99.9% | 301 | +1.0% | 0.02% | +12.5% |
| VUG | Buy | VANGUARD GROWTH ETFetf | $42 | -99.9% | 199 | +45.3% | 0.02% | +50.0% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $43 | -99.9% | 657 | +10.6% | 0.02% | +12.5% |
| NCBS | NICOLET BANKSHARES INC | $40 | -99.9% | 497 | 0.0% | 0.02% | +13.3% | |
| FDX | Buy | FEDEX CORP | $40 | -99.9% | 230 | +0.9% | 0.02% | +13.3% |
| EEM | Sell | ISHARES MSCI EMERGING MARKETS ETFetf | $40 | -99.9% | 1,068 | -36.6% | 0.02% | -32.0% |
| MRK | Buy | MERCK & COMPANY INC NEW | $39 | -99.9% | 352 | +1.4% | 0.02% | +30.8% |
| SLX | Buy | VANECK STEEL ETFetf | $38 | -99.9% | 649 | +4.8% | 0.02% | +23.1% |
| MO | Buy | ALTRIA GROUP INC | $37 | -99.8% | 805 | +118.8% | 0.02% | +166.7% |
| FAX | New | ABRDN ASIA PACIFIC INCOME FUND INC | $34 | – | 12,879 | +100.0% | 0.02% | – |
| BIBL | New | NORTHERN LIGHTS INSPIRE 100 ETFetf | $36 | – | 1,197 | +100.0% | 0.02% | – |
| BMO | BANK MONTREAL QUEBEC | $32 | -99.9% | 350 | 0.0% | 0.01% | +7.7% | |
| ETN | Buy | EATON CORP PLC | $32 | -99.9% | 205 | +0.5% | 0.01% | +16.7% |
| KHC | Buy | KRAFT HEINZ CO | $33 | -99.9% | 817 | +0.9% | 0.01% | +16.7% |
| BMY | Sell | BRISTOL MYERS SQUIBB COMPANY | $32 | -99.9% | 449 | -10.4% | 0.01% | -6.7% |
| MPC | MARATHON PETROLEUM CORP | $32 | -99.9% | 278 | 0.0% | 0.01% | +16.7% | |
| JCI | Buy | JOHNSON CONTROLS INTL PLC | $32 | -99.9% | 505 | +0.6% | 0.01% | +27.3% |
| MAIN | Buy | MAIN STREET CAPITAL CORP | $31 | -99.9% | 847 | +2.0% | 0.01% | +8.3% |
| PFG | Buy | PRINCIPAL FINANCIAL GROUP INC | $31 | -99.9% | 368 | +0.8% | 0.01% | +18.2% |
| LLY | ELI LILLY & CO | $30 | -99.9% | 82 | 0.0% | 0.01% | +8.3% | |
| UPS | Buy | UNITED PARCEL SERVICE INC CL B | $31 | -99.9% | 181 | +0.6% | 0.01% | +8.3% |
| ITW | Buy | ILLINOIS TOOL WORKS INC | $31 | -99.9% | 141 | +0.7% | 0.01% | +18.2% |
| BLK | Sell | BLACKROCK INC | $31 | -99.9% | 44 | -20.0% | 0.01% | 0.0% |
| PM | Buy | PHILIP MORRIS INTL INC | $30 | -99.6% | 294 | +200.0% | 0.01% | +333.3% |
| DAL | DELTA AIRLINES INC NEW | $28 | -99.9% | 846 | 0.0% | 0.01% | +20.0% | |
| Buy | GSK PLC SPONSORED ADR NEW | $27 | -99.9% | 769 | +1.2% | 0.01% | +33.3% | |
| PAVE | GLOBAL X U S INFRASTRUCTURE DEVELOPMENT ETFetf | $27 | -99.9% | 1,027 | 0.0% | 0.01% | +20.0% | |
| TJX | Sell | TJX COS INC NEW | $29 | -99.9% | 363 | -6.2% | 0.01% | +20.0% |
| AVGO | Sell | BROADCOM INC | $29 | -99.9% | 52 | -23.5% | 0.01% | -7.7% |
| SLB | Buy | SCHLUMBERGER LTD | $27 | -99.8% | 501 | +0.4% | 0.01% | +50.0% |
| VB | Sell | VANGUARD SMALL CAP ETFetf | $27 | -100.0% | 149 | -83.6% | 0.01% | -82.1% |
| VXUS | Buy | VANGUARD TOTAL INTL STOCK INDEX FUND ETFetf | $29 | -99.9% | 562 | +1.3% | 0.01% | +9.1% |
| CLF | CLEVELAND CLIFFS INC NEW | $28 | -99.9% | 1,760 | 0.0% | 0.01% | +20.0% | |
| TMUS | Buy | T-MOBILE US INC | $29 | -99.7% | 205 | +215.4% | 0.01% | +200.0% |
| INTC | Buy | INTEL CORP | $25 | -99.9% | 964 | +1.2% | 0.01% | 0.0% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $25 | -99.9% | 45 | -43.8% | 0.01% | -38.9% |
| VOT | VANGUARD MID CAP GROWTH ETFetf | $25 | -99.9% | 139 | 0.0% | 0.01% | +10.0% | |
| GD | Buy | GENERAL DYNAMICS CORP | $25 | -99.9% | 101 | +1.0% | 0.01% | +22.2% |
| ESGV | VANGUARD ESG U S STOCK ETFetf | $25 | -99.9% | 387 | 0.0% | 0.01% | +10.0% | |
| HPQ | Buy | HP INC | $25 | -99.9% | 929 | +0.9% | 0.01% | +10.0% |
| SPMD | Buy | SPDR PORTFOLIO S&P 400 MID CAP ETFetf | $26 | -99.9% | 612 | +0.3% | 0.01% | +10.0% |
| MRNA | MODERNA INC | $24 | -99.8% | 132 | 0.0% | 0.01% | +42.9% | |
| LUV | SOUTHWEST AIRLINES CO | $23 | -99.9% | 669 | 0.0% | 0.01% | +11.1% | |
| PSA | Buy | PUBLIC STORAGE INC | $23 | -99.9% | 81 | +1.2% | 0.01% | 0.0% |
| XME | Buy | SPDR SERIES TRUST S&P METALS & MINING ETFetf | $23 | -99.9% | 470 | +0.6% | 0.01% | +11.1% |
| MSI | Buy | MOTOROLA SOLUTIONS INC NEW | $24 | -99.9% | 92 | +1.1% | 0.01% | +11.1% |
| Buy | INVENTRUST PROPERTIES CORP NEW | $24 | -99.9% | 1,031 | +0.9% | 0.01% | +11.1% | |
| QQQJ | Buy | INVESCO NASDAQ NEXT GEN 100 ETFetf | $23 | -99.9% | 960 | +0.3% | 0.01% | +11.1% |
| VDE | Buy | VANGUARD ENERGY ETFetf | $20 | -99.8% | 164 | +47.7% | 0.01% | +80.0% |
| LTHM | LIVENT CORP | $22 | -99.9% | 1,105 | 0.0% | 0.01% | -40.0% | |
| IP | Buy | INTL PAPER COMPANY | $20 | -99.9% | 582 | +0.9% | 0.01% | +12.5% |
| PLXS | PLEXUS CORP | $21 | -99.9% | 200 | 0.0% | 0.01% | +12.5% | |
| GAL | Buy | SPDR SSGA GLOBAL ALLOCATION ETFetf | $20 | -99.9% | 520 | +3.8% | 0.01% | +12.5% |
| SNDR | Buy | SCHNEIDER NATL INC WI CL B | $19 | -99.9% | 812 | +0.4% | 0.01% | +14.3% |
| CMI | Buy | CUMMINS INC | $19 | -99.9% | 78 | +1.3% | 0.01% | +14.3% |
| ACWI | Buy | ISHARES MSCI ACWI ETFetf | $18 | -99.9% | 212 | +1.0% | 0.01% | +14.3% |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $19 | -99.9% | 150 | 0.0% | 0.01% | +14.3% | |
| OLN | Buy | OLIN CORP NEW | $18 | -99.9% | 347 | +0.6% | 0.01% | +33.3% |
| HTLF | Buy | HEARTLAND FINL USA INC | $19 | -99.9% | 398 | +0.8% | 0.01% | +14.3% |
| BCML | BAYCOM CORP | $19 | -99.9% | 1,002 | 0.0% | 0.01% | 0.0% | |
| PRU | Buy | PRUDENTIAL FINANCIAL INC | $18 | -99.9% | 184 | +1.1% | 0.01% | +14.3% |
| GILD | Sell | GILEAD SCIENCES INC | $19 | -99.9% | 223 | -9.3% | 0.01% | +33.3% |
| SKYY | Sell | FIRST TRUST CLOUD COMPUTING INDEX ETFetf | $18 | -100.0% | 314 | -52.1% | 0.01% | -52.9% |
| HPF | New | HANCOCK JOHN PREFERRED INCOME FUND IItr unit | $16 | – | 1,052 | +100.0% | 0.01% | – |
| XLY | CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETFetf | $16 | -99.9% | 125 | 0.0% | 0.01% | -12.5% | |
| XLI | Buy | SECTOR INDUSTRIAL SELECT SECTOR SPDR ETFetf | $16 | -99.9% | 162 | +0.6% | 0.01% | +16.7% |
| SPG | Buy | SIMON PROPERTY GROUP INC NEW | $16 | -99.9% | 133 | +1.5% | 0.01% | +40.0% |
| WELL | Buy | WELLTOWER INC | $16 | -99.9% | 244 | +0.8% | 0.01% | 0.0% |
| BUG | GLOBAL X CYBERSECURITY ETFetf | $16 | -99.9% | 770 | 0.0% | 0.01% | -12.5% | |
| GRAYSCALE BITCOIN TRUST BTC ACCD INVSetf | $16 | -99.9% | 1,931 | 0.0% | 0.01% | -22.2% | ||
| HOG | Buy | HARLEY DAVIDSON INC | $17 | -99.9% | 401 | +0.2% | 0.01% | +16.7% |
| ALB | ALBEMARLE CORP | $16 | -99.9% | 72 | 0.0% | 0.01% | -12.5% | |
| VTRS | Buy | VIATRIS INC | $17 | -99.9% | 1,535 | +0.6% | 0.01% | +16.7% |
| CL | Buy | COLGATE-PALMOLIVE COMPANY | $17 | -99.9% | 212 | +0.5% | 0.01% | +16.7% |
| VWO | Sell | VANGUARD FTSE EMERGING MARKETS ETFetf | $16 | -100.0% | 419 | -90.7% | 0.01% | -90.0% |
| BX | Buy | BLACKSTONE INC | $17 | -99.9% | 235 | +54.6% | 0.01% | +16.7% |
| FXG | Buy | FIRST TRUST CONSUMER STAPLES ALPHADEX ETFetf | $13 | -99.9% | 209 | +1.0% | 0.01% | +20.0% |
| AXP | AMERICAN EXPRESS CO | $15 | -99.9% | 98 | 0.0% | 0.01% | 0.0% | |
| SO | Buy | SOUTHERN COMPANY | $14 | -99.9% | 201 | +1.0% | 0.01% | 0.0% |
| SPYG | SPDR PORTFOLIO S&P 500 GROWTH ETFetf | $13 | -99.9% | 252 | 0.0% | 0.01% | 0.0% | |
| XLB | Buy | SECTOR MATERIALS SELECT SECTOR SPDR ETFetf | $14 | -99.9% | 181 | +0.6% | 0.01% | +20.0% |
| ARKK | ARK INNOVATION ETFetf | $13 | -99.9% | 420 | 0.0% | 0.01% | -14.3% | |
| OSK | Buy | OSHKOSH CORP | $13 | -99.9% | 148 | +0.7% | 0.01% | +50.0% |
| APD | Sell | AIR PRODUCTS & CHEMICALS INC | $14 | -99.9% | 46 | -27.0% | 0.01% | 0.0% |
| CMG | CHIPOTLE MEXICAN GRILL INC CL A | $14 | -99.9% | 10 | 0.0% | 0.01% | 0.0% | |
| VT | New | VANGUARD TOTAL WORLD STOCK ETFetf | $14 | – | 163 | +100.0% | 0.01% | – |
| YUM | YUM BRANDS INC | $13 | -99.9% | 99 | 0.0% | 0.01% | +20.0% | |
| LOW | Buy | LOWES COMPANIES INC | $15 | -99.9% | 75 | +1.4% | 0.01% | 0.0% |
| ILMN | Sell | ILLUMINA, INC. | $12 | -99.9% | 58 | -34.1% | 0.01% | -28.6% |
| DVN | Buy | DEVON ENERGY CORP NEW | $12 | -99.9% | 195 | +2.1% | 0.01% | 0.0% |
| MAGA | ETF SOLUTIONS POINT BRIDGE AMERICA FIRST ETFetf | $11 | -99.9% | 277 | 0.0% | 0.01% | +25.0% | |
| AMT | Buy | AMERICAN TOWER CORP NEW | $11 | -99.9% | 53 | +1.9% | 0.01% | 0.0% |
| IBM | Buy | INTL BUSINESS MACHINES CORP | $11 | -99.9% | 76 | +1.3% | 0.01% | +25.0% |
| STZ | CONSTELLATION BRANDS INC CL A | $12 | -99.9% | 52 | 0.0% | 0.01% | 0.0% | |
| HBAN | Buy | HUNTINGTON BANCSHRES INC | $11 | -99.9% | 754 | +1.1% | 0.01% | +25.0% |
| ACVF | New | ETFS AMERICAN CONSERVATIVE VALUES ETFetf | $11 | – | 370 | +100.0% | 0.01% | – |
| NUE | Buy | NUCOR CORP | $12 | -99.9% | 91 | +1.1% | 0.01% | +25.0% |
| VEA | Buy | VANGUARD FTSE DEVELOPED MKTS ETFetf | $11 | -99.9% | 272 | +1.1% | 0.01% | +25.0% |
| BUI | New | BLACKROCK UTILITIES INFRASTRUCTURE & POWER OPPORTUNITIES TRUSTtr unit | $11 | – | 520 | +100.0% | 0.01% | – |
| GS | GOLDMAN SACHS GROUP INC | $12 | -99.9% | 35 | 0.0% | 0.01% | +25.0% | |
| TPLC | Buy | TIMOTHY PLAN U S LARGE MID CAP CORE ETFetf | $11 | -99.9% | 318 | +0.3% | 0.01% | +25.0% |
| XLU | Buy | SELECT UTILITIES SELECT SECTOR SPDR ETFetf | $11 | -99.9% | 159 | +1.3% | 0.01% | +25.0% |
| D | Buy | DOMINION ENERGY INC | $12 | -99.9% | 202 | +1.5% | 0.01% | -16.7% |
| EW | EDWARDS LIFESCIENCES CORP | $9 | -99.9% | 120 | 0.0% | 0.00% | 0.0% | |
| QCLN | Buy | FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX ETFetf | $9 | -99.9% | 185 | +0.5% | 0.00% | 0.0% |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETFetf | $9 | -99.9% | 28 | 0.0% | 0.00% | 0.0% | |
| DNP | New | DNP SELECT INCOME FUND INCtr unit | $10 | – | 882 | +100.0% | 0.00% | – |
| WIRE | ENCORE WIRE CORP | $10 | -99.9% | 76 | 0.0% | 0.00% | 0.0% | |
| DOV | DOVER CORP | $9 | -99.9% | 65 | 0.0% | 0.00% | +33.3% | |
| SWKS | Buy | SKYWORKS SOLUTIONS INC | $9 | -99.9% | 104 | +1.0% | 0.00% | 0.0% |
| FE | Buy | FIRSTENERGY CORP | $9 | -99.9% | 210 | +1.0% | 0.00% | +33.3% |
| HMC | Buy | HONDA MOTOR LTD ADR REPSTG 1 ORD | $9 | -99.9% | 409 | +1.7% | 0.00% | 0.0% |
| PFF | Buy | ISHARES TRUST ISHARES PREFERRED & INCOME SECS ETFetf | $10 | -99.9% | 312 | +2.6% | 0.00% | 0.0% |
| GNRC | Sell | GENERAC HOLDINGS INC | $9 | -99.9% | 91 | -2.2% | 0.00% | -42.9% |
| MKC | MC CORMICK & CO INC NON VOTING | $10 | -99.9% | 115 | 0.0% | 0.00% | +33.3% | |
| VIG | VANGUARD DIVIDEND APPRECIATION ETFetf | $10 | -99.9% | 69 | 0.0% | 0.00% | 0.0% | |
| EWC | Buy | ISHARES MSCI CANADA ETFetf | $7 | -99.9% | 205 | +1.5% | 0.00% | 0.0% |
| IPGP | IPG PHOTONICS CORP | $7 | -99.9% | 75 | 0.0% | 0.00% | 0.0% | |
| VOD | VODAFONE GROUP PLC NEW SPON ADR NO PAR | $7 | -99.9% | 684 | 0.0% | 0.00% | 0.0% | |
| BTI | Buy | BRITISH AMERN TOBACCO PLC SPONS ADR 25P | $8 | -99.9% | 206 | +1.5% | 0.00% | 0.0% |
| SNY | SANOFI SPON ADR | $7 | -99.9% | 148 | 0.0% | 0.00% | 0.0% | |
| KMI | Buy | KINDER MORGAN INC DE | $6 | -99.9% | 345 | +1.5% | 0.00% | 0.0% |
| YUMC | YUM CHINA HOLDINGS INC | $6 | -99.9% | 117 | 0.0% | 0.00% | 0.0% | |
| WWJD | New | NORTHERN LIGHTS INSPIRE INTL ETFetf | $6 | – | 216 | +100.0% | 0.00% | – |
| CHPT | CHARGEPOINT HOLDINGS INC CL A | $8 | -99.9% | 840 | 0.0% | 0.00% | -40.0% | |
| JJM | BARCLAYS BANK IPATH SER B BLOOMBERG INDL METALS SUBINDEX ETNetn | $8 | -99.9% | 126 | 0.0% | 0.00% | 0.0% | |
| DUK | Buy | DUKE ENERGY CORP NEW | $7 | -99.9% | 68 | +1.5% | 0.00% | 0.0% |
| EXAS | EXACT SCIENCES CORP | $6 | -99.8% | 128 | 0.0% | 0.00% | +50.0% | |
| HALEON PLC ADR | $8 | -99.9% | 950 | 0.0% | 0.00% | 0.0% | ||
| IXC | Buy | ISHARES GLOBAL ENERGY ETFetf | $6 | -99.9% | 160 | +3.2% | 0.00% | +50.0% |
| ASB | Buy | ASSOCIATED BANC CORP | $6 | -99.9% | 255 | +0.8% | 0.00% | +50.0% |
| PAYX | PAYCHEX INC | $8 | -99.9% | 68 | 0.0% | 0.00% | 0.0% | |
| CNP | Buy | CENTERPOINT ENERGY INC | $7 | -99.9% | 222 | +0.9% | 0.00% | 0.0% |
| Buy | WOLFSPEED INC | $8 | -99.9% | 117 | +12.5% | 0.00% | -40.0% | |
| VFC | Buy | V F CORP | $6 | -99.9% | 201 | +1.5% | 0.00% | 0.0% |
| IPAY | ETF MANAGERS ETFMG PRIME MOBILE PAYMENTS ETFetf | $6 | -99.9% | 163 | 0.0% | 0.00% | 0.0% | |
| FANG | Buy | DIAMONDBACK ENERGY INC | $8 | -99.9% | 60 | +1.7% | 0.00% | 0.0% |
| USB | Buy | U S BANCORP DE NEW | $7 | -99.9% | 155 | +0.6% | 0.00% | 0.0% |
| TTE | Buy | TOTALENERGIES SE SPON ADR | $6 | -99.8% | 89 | +2.3% | 0.00% | +50.0% |
| BGS | Buy | B&G FOODS INC NEW | $6 | -99.9% | 524 | +2.7% | 0.00% | 0.0% |
| DG | DOLLAR GENL CORP NEW | $8 | -99.9% | 34 | 0.0% | 0.00% | 0.0% | |
| BCE | Buy | BCE INC NEW | $7 | -99.9% | 167 | +1.2% | 0.00% | 0.0% |
| XLP | Buy | SECTOR CONSUMER STAPLES SELECT SECTOR SPDR ETFetf | $6 | -99.8% | 87 | +85.1% | 0.00% | +200.0% |
| DHR | DANAHER CORP | $7 | -99.9% | 26 | 0.0% | 0.00% | 0.0% | |
| IFF | INTL FLAVOR & FRAGRANCES | $6 | -99.9% | 56 | 0.0% | 0.00% | +50.0% | |
| AMP | AMERIPRISE FINANCIAL INC | $8 | -99.9% | 25 | 0.0% | 0.00% | 0.0% | |
| MRO | MARATHON OIL CORP | $6 | -99.9% | 228 | 0.0% | 0.00% | +50.0% | |
| AMAT | APPLIED MATERIALS INC | $4 | -99.9% | 44 | 0.0% | 0.00% | 0.0% | |
| ENB | Buy | ENBRIDGE INC | $5 | -99.9% | 137 | +1.5% | 0.00% | 0.0% |
| BLES | New | NORTHERN LIGHTS INSPIRE GLOBAL HOPE ETFetf | $5 | – | 173 | +100.0% | 0.00% | – |
| ISMD | New | NORTHERN LIGHTS INSPIRE SMALL/MID CAP ETFetf | $5 | – | 173 | +100.0% | 0.00% | – |
| SNHNL | Buy | DIVERSIFIED HEALTHCARE TRUST SR NOTE 6.25 02/01/2046 | $5 | -99.9% | 435 | +3.1% | 0.00% | 0.0% |
| QUAD | QUAD GRAPHICS INC CL A | $4 | -99.9% | 1,000 | 0.0% | 0.00% | +100.0% | |
| TCEHY | TENCENT HOLDINGS LTD UNSPON ADR | $4 | -99.9% | 94 | 0.0% | 0.00% | +100.0% | |
| ABT | ABBOTT LABORATORIES | $5 | -99.9% | 49 | 0.0% | 0.00% | 0.0% | |
| LNT | Buy | ALLIANT ENERGY CORP | $5 | -99.9% | 82 | +1.2% | 0.00% | 0.0% |
| SCHW | SCHWAB CHARLES CORP NEW | $5 | -99.9% | 54 | 0.0% | 0.00% | 0.0% | |
| PBF | New | PBF ENERGY INC CL A | $5 | – | 130 | +100.0% | 0.00% | – |
| PANW | PALO ALTO NETWORKS INC | $5 | -99.9% | 33 | 0.0% | 0.00% | 0.0% | |
| RGR | STURM RUGER & CO INC | $4 | -99.9% | 81 | 0.0% | 0.00% | 0.0% | |
| BDX | BECTON DICKINSON & CO | $4 | -99.9% | 16 | 0.0% | 0.00% | 0.0% | |
| WSM | WILLIAMS SONOMA INC | $4 | -99.9% | 35 | 0.0% | 0.00% | 0.0% | |
| IIPR | Buy | INNOVATIVE INDUSTRIAL PROPERTIES INC CL A | $5 | -99.9% | 53 | +1.9% | 0.00% | 0.0% |
| AFL | AFLAC INC | $5 | -99.9% | 76 | 0.0% | 0.00% | 0.0% | |
| CCL | Sell | CARNIVAL CORP PAIRED CTF 1 COM CARNIVL CRP & 1 TR SH BEN INT P&O PRINCESS | $5 | -99.9% | 652 | -18.9% | 0.00% | -33.3% |
| FDS | FACTSET RESEARCH SYSTEMS INC | $4 | -99.9% | 10 | 0.0% | 0.00% | 0.0% | |
| VGIT | New | VANGUARD INTERMEDIATE TERM TREASURY INDEX ETFetf | $4 | – | 66 | +100.0% | 0.00% | – |
| VSTO | VISTA OUTDOOR INC | $4 | -99.9% | 145 | 0.0% | 0.00% | 0.0% | |
| UA | UNDER ARMOUR INC CL C | $4 | -99.9% | 440 | 0.0% | 0.00% | +100.0% | |
| Buy | SHELL PLC SPONSORED ADR REPSTG ORD SHS | $4 | -99.9% | 64 | +1.6% | 0.00% | +100.0% | |
| GOLD | Buy | BARRICK GOLD CORP | $4 | -99.9% | 220 | +0.9% | 0.00% | +100.0% |
| ABNB | AIRBNB INC CL A | $4 | -99.9% | 50 | 0.0% | 0.00% | 0.0% | |
| AZN | ASTRAZENECA PLC SPONSORED ADR | $3 | -99.8% | 41 | 0.0% | 0.00% | 0.0% | |
| EQIX | EQUINIX INC PAR $0.001 | $3 | -99.8% | 4 | 0.0% | 0.00% | 0.0% | |
| ECL | ECOLAB INC | $2 | -99.9% | 15 | 0.0% | 0.00% | 0.0% | |
| GM | GENERAL MOTORS CO | $3 | -99.9% | 83 | 0.0% | 0.00% | 0.0% | |
| GINKGO BIOWORKS HOLDINGS INC CL A | $2 | -100.0% | 1,350 | 0.0% | 0.00% | -50.0% | ||
| GLOBAL X CANNABIS NEW ETFetf | $3 | -99.9% | 264 | 0.0% | 0.00% | -50.0% | ||
| MJ | ETFMG ALTERNATIVE HARVEST ETFetf | $3 | -99.9% | 597 | 0.0% | 0.00% | 0.0% | |
| GWW | GRAINGER W W INC | $3 | -99.8% | 5 | 0.0% | 0.00% | 0.0% | |
| GRWG | GROWGENERATION CORP | $2 | -99.9% | 515 | 0.0% | 0.00% | 0.0% | |
| HRTX | HERON THERAPEUTICS INC | $3 | -99.9% | 1,000 | 0.0% | 0.00% | -50.0% | |
| HIGHLANDS REIT INC | $3 | -99.9% | 10,000 | 0.0% | 0.00% | 0.0% | ||
| ICE | INTERCONTINENTAL EXCHANGE INC | $2 | -99.9% | 19 | 0.0% | 0.00% | 0.0% | |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETFetf | $2 | -99.9% | 13 | 0.0% | 0.00% | 0.0% | |
| NEAR | Sell | BLACKROCK SHORT MATURITY BOND ETFetf | $3 | -100.0% | 67 | -94.6% | 0.00% | -96.2% |
| CS | CREDIT SUISSE GROUP SPONSORED ADR | $2 | -99.9% | 521 | 0.0% | 0.00% | 0.0% | |
| CLX | CLOROX COMPANY | $3 | -99.9% | 20 | 0.0% | 0.00% | 0.0% | |
| MPW | Buy | MEDICAL PROPERTIES TRUST | $2 | -99.9% | 211 | +2.4% | 0.00% | 0.0% |
| NI | Buy | NISOURCE INC | $2 | -99.9% | 75 | +1.4% | 0.00% | 0.0% |
| NZF | New | NUVEEN MUNICIPAL CREDIT INCOME FUNDetf | $2 | – | 147 | +100.0% | 0.00% | – |
| ON | ON SEMICONDUCTOR CORP | $2 | -99.9% | 25 | 0.0% | 0.00% | 0.0% | |
| PTON | PELOTON INTERACTIVE INC CL A | $2 | -99.8% | 200 | 0.0% | 0.00% | – | |
| TROW | Buy | PRICE T ROWE GROUP INC | $2 | -99.9% | 21 | +5.0% | 0.00% | 0.0% |
| RPD | RAPID7 INC | $2 | -99.9% | 55 | 0.0% | 0.00% | 0.0% | |
| RIVIAN AUTOMOTIVE INC CL A | $2 | -100.0% | 127 | 0.0% | 0.00% | -50.0% | ||
| BAX | Buy | BAXTER INTL INC | $3 | -99.9% | 53 | +1.9% | 0.00% | 0.0% |
| SWM | Buy | MATIV HOLDINGS INC | $3 | -99.9% | 144 | +2.1% | 0.00% | 0.0% |
| BIDU | BAIDU INC SPON ADR REPSTG ORD SHS CL A | $3 | -99.9% | 22 | 0.0% | 0.00% | 0.0% | |
| XLRE | Buy | SELECT SECTOR TR REAL ESTATE SPDR ETFetf | $3 | -99.9% | 87 | +1.2% | 0.00% | 0.0% |
| SHW | SHERWIN WILLIAMS CO | $3 | -99.8% | 12 | 0.0% | 0.00% | 0.0% | |
| SWBI | Buy | SMITH & WESSON BRANDS INC | $2 | -99.9% | 283 | +1.1% | 0.00% | 0.0% |
| SJM | SMUCKER JM COMPANY NEW | $3 | -99.9% | 19 | 0.0% | 0.00% | 0.0% | |
| BYDDY | BYD CO LTD UNSPON ADR | $2 | -99.9% | 43 | 0.0% | 0.00% | 0.0% | |
| BRC INC CL A | $3 | -99.9% | 500 | 0.0% | 0.00% | -50.0% | ||
| SYY | Buy | SYSCO CORP | $3 | -99.9% | 46 | +2.2% | 0.00% | 0.0% |
| TRTX | Buy | TPG RE FINANCE TRUST INC | $2 | -99.9% | 337 | +3.4% | 0.00% | 0.0% |
| TRP | Buy | TC ENERGY CORP | $3 | -99.9% | 77 | +1.3% | 0.00% | 0.0% |
| AVNS | AVANOS MEDICAL INC | $2 | -99.8% | 67 | 0.0% | 0.00% | – | |
| ADP | AUTOMATIC DATA PROCESSING INC | $3 | -99.9% | 11 | 0.0% | 0.00% | 0.0% | |
| UAL | UNITED AIRLINES HOLDINGS INC | $2 | -99.9% | 50 | 0.0% | 0.00% | 0.0% | |
| ES | EVERSOURCE ENERGY | $3 | -99.9% | 39 | 0.0% | 0.00% | 0.0% | |
| GDX | Buy | VANECK GOLD MINERS ETFetf | $2 | -99.8% | 57 | +1.8% | 0.00% | – |
| BATT | Buy | AMPLIFY LITHIUM & BATTERY TECHNOLOGY ETFetf | $2 | -99.9% | 197 | +4.2% | 0.00% | 0.0% |
| ALE | ALLETE INC NEW | $2 | -99.8% | 27 | 0.0% | 0.00% | – | |
| Sell | WARNER BROS DISCOVERY INC SER A | $2 | -100.0% | 258 | -49.9% | 0.00% | -66.7% | |
| WY | WEYERHAEUSER CO | $2 | -99.9% | 66 | 0.0% | 0.00% | 0.0% | |
| YETI | YETI HOLDINGS INC | $2 | -99.8% | 50 | 0.0% | 0.00% | – | |
| ZTS | ZOETIS INC CL A | $2 | -99.9% | 11 | 0.0% | 0.00% | 0.0% | |
| STX | Buy | SEAGATE TECHNOLOGY HOLDINGS PUBLIC LTD CO | $2 | -99.9% | 37 | +2.8% | 0.00% | 0.0% |
| TEL | TE CONNECTIVITY LTD | $2 | -99.9% | 18 | 0.0% | 0.00% | 0.0% | |
| CYBR | CYBER ARK SOFTWARE LTD | $3 | -99.9% | 24 | 0.0% | 0.00% | -50.0% | |
| XIAOMI CORP CL B | $1 | -99.9% | 860 | 0.0% | 0.00% | – | ||
| QS | QUANTUMSCAPE CORP CL A | $1 | -99.9% | 117 | 0.0% | 0.00% | – | |
| FUV | Exit | ARCIMOTO INC | $0 | – | -662 | -100.0% | 0.00% | – |
| New | TEAM INC NEW | $1 | – | 140 | +100.0% | 0.00% | – | |
| TDOC | TELADOC HEALTH INC | $1 | -100.0% | 62 | 0.0% | 0.00% | -100.0% | |
| CNNXF | Sell | CANNAMERICA BRANDS CORP | $0 | – | 1,800 | -50.0% | 0.00% | – |
| SPOT | SPOTIFY TECHNOLOGY SA | $0 | – | 1 | 0.0% | 0.00% | – | |
| AAIR | AVANTAIR INC | $0 | – | 300 | 0.0% | 0.00% | – | |
| PTRA | PROTERRA INC | $0 | – | 67 | 0.0% | 0.00% | – | |
| SUNNY OPTICAL TECH GRP COMPANY LTD ADR | $0 | – | 4 | 0.0% | 0.00% | – | ||
| SPWR | SUNPOWER CORP | $1 | -99.9% | 52 | 0.0% | 0.00% | – | |
| CSIQ | CANADIAN SOLAR INC | $1 | -99.9% | 30 | 0.0% | 0.00% | – | |
| ROKU | ROKU INC SER A | $0 | -100.0% | 12 | 0.0% | 0.00% | – | |
| TPIC | TPI COMPOSITES INC | $0 | – | 19 | 0.0% | 0.00% | – | |
| CBDS | CANNABIS SATIVA INC | $0 | – | 93 | 0.0% | 0.00% | – | |
| OILK | PROSHARES K-1 FREE CRUDE OIL STRATEGY NEW ETFetf | $1 | -99.9% | 13 | 0.0% | 0.00% | – | |
| CGC | CANOPY GROWTH CORP | $1 | -99.9% | 221 | 0.0% | 0.00% | – | |
| PLURI INC | $0 | – | 206 | 0.0% | 0.00% | – | ||
| PLUG | PLUG POWER INC NEW | $0 | -100.0% | 31 | 0.0% | 0.00% | – | |
| AMC ENTERTAINMENT HLDGS INC PFD EQUITY UNIT | $0 | – | 10 | 0.0% | 0.00% | – | ||
| PHUN | PHUNWARE INC | $0 | – | 92 | 0.0% | 0.00% | – | |
| ADSK | AUTODESK INC | $1 | -99.9% | 7 | 0.0% | 0.00% | – | |
| ACB | AURORA CANNABIS INC NEW | $0 | – | 53 | 0.0% | 0.00% | – | |
| CX | CEMEX S A B DE CV SPONS ADR NEW REPS TEN ORD PARTICIPATION CERTS | $1 | – | 141 | 0.0% | 0.00% | – | |
| AMC | AMC ENTERTAINMENT HLDGS INC CL A | $0 | – | 10 | 0.0% | 0.00% | – | |
| PCRFY | Buy | PANASONIC HOLDINGS CORP ADR | $1 | -99.9% | 102 | +1.0% | 0.00% | – |
| CRRC CORP LTD SHS H | $1 | – | 1,400 | 0.0% | 0.00% | – | ||
| OGN | Sell | ORGANON & CO | $0 | -100.0% | 12 | -47.8% | 0.00% | – |
| ARNC | ARCONIC CORP | $0 | – | 8 | 0.0% | 0.00% | – | |
| GDXJ | VANECK JR GOLD MINERS ETFetf | $1 | -99.9% | 40 | 0.0% | 0.00% | – | |
| ORCL | ORACLE CORP | $1 | -99.9% | 16 | 0.0% | 0.00% | – | |
| OPI | Buy | OFFICE PROPERTIES INCOME TRUST SBI | $1 | -99.9% | 110 | +3.8% | 0.00% | – |
| NVG | New | NUVEEN AMT FREE MUN CREDIT INCOME FUNDetf | $0 | – | 39 | +100.0% | 0.00% | – |
| CGAU | CENTERRA GOLD INC | $0 | – | 19 | 0.0% | 0.00% | – | |
| New | ARCIMOTO INC NEW | $0 | – | 34 | +100.0% | 0.00% | – | |
| LNG | CHENIERE ENERGY INC NEW | $1 | -100.0% | 10 | 0.0% | 0.00% | -100.0% | |
| GANFENG LITHIUM GROUP CO LTD SHS H | $1 | -99.9% | 106 | 0.0% | 0.00% | – | ||
| NYT | NEW YORK TIMES CL A | $0 | – | 8 | 0.0% | 0.00% | – | |
| NIO | NIO INC ADS REPSTG CL A ORD SHS | $0 | – | 31 | 0.0% | 0.00% | – | |
| MTW | MANITOWOC COMPANY INC NEW | $1 | -99.9% | 152 | 0.0% | 0.00% | – | |
| LUMN | LUMEN TECHNOLOGIES INC LA | $1 | -99.9% | 117 | 0.0% | 0.00% | – | |
| LUCID GROUP INC | $0 | -100.0% | 50 | 0.0% | 0.00% | – | ||
| TCS | CONTAINER STORE GROUP INC | $0 | – | 100 | 0.0% | 0.00% | – | |
| LWLG | LIGHTWAVE LOGIC INC | $0 | -100.0% | 110 | 0.0% | 0.00% | – | |
| CTVA | CORTEVA INC | $1 | -99.9% | 25 | 0.0% | 0.00% | – | |
| AAL | AMERICAN AIRLINES GROUP INC | $1 | -99.9% | 98 | 0.0% | 0.00% | – | |
| AMRN | AMARIN CORP PLC SPONSORED ADR NEW | $0 | – | 144 | 0.0% | 0.00% | – | |
| LDKYQ | LDK SOLAR CO LTD SPON ADR | $0 | – | 50 | 0.0% | 0.00% | – | |
| KTB | KONTOOR BRANDS INC | $1 | -99.9% | 28 | 0.0% | 0.00% | – | |
| KPLT | KATAPULT HOLDINGS INC | $0 | – | 20 | 0.0% | 0.00% | – | |
| DIGITAL WORLD ACQUISITION CORP CL A | $1 | -99.9% | 34 | 0.0% | 0.00% | – | ||
| DIGITAL WORLD WTS EXP 06/30/28 ACQUISITION CORPwarrant | $0 | – | 32 | 0.0% | 0.00% | – | ||
| DHC | Buy | DIVERSIFIED HEALTHCARE TRUST SBI | $0 | – | 59 | +1.7% | 0.00% | – |
| ICLN | ISHARES GLOBAL CLEAN ENERGY ETFetf | $1 | -99.9% | 43 | 0.0% | 0.00% | – | |
| EZA | ISHARES MSCI SOUTH AFRICA ETFetf | $1 | -99.9% | 28 | 0.0% | 0.00% | – | |
| MAXN | MAXEON SOLAR TECHNOLOGIES LTD | $0 | -100.0% | 26 | 0.0% | 0.00% | – | |
| IFNNY | INFINEON TECHNOLOGIES AG SPONSORED ADR | $1 | -99.9% | 24 | 0.0% | 0.00% | – | |
| AA | ALCOA CORP | $1 | – | 11 | 0.0% | 0.00% | – | |
| HYLN | HYLIION HOLDINGS CORP CL A | $0 | – | 89 | 0.0% | 0.00% | – | |
| VC | VISTEON CORP NEW | $0 | – | 1 | 0.0% | 0.00% | – | |
| HUN | HUNTSMAN CORP | $1 | -99.9% | 50 | 0.0% | 0.00% | – | |
| HWM | HOWMET AEROSPACE INC | $1 | -99.9% | 35 | 0.0% | 0.00% | – | |
| AKAM | AKAMAI TECHNOLOGIES INC | $1 | -99.9% | 14 | 0.0% | 0.00% | – | |
| GWLLY | GREAT WALL MOTOR CO LTD ADR | $1 | -99.9% | 60 | 0.0% | 0.00% | – | |
| LIT | GLOBAL X LITHIUM & BATTERY TECH ETFetf | $1 | -99.9% | 11 | 0.0% | 0.00% | – | |
| SNSR | GLOBAL X INTERNET OF THINGS ETFetf | $1 | -99.9% | 51 | 0.0% | 0.00% | – | |
| ERC | New | ALLSPRING ADVANTAGE MULTI SECTOR INCOME FUNDetf | $1 | – | 147 | +100.0% | 0.00% | – |
| GPN | GLOBAL PAYMENTS INC | $1 | -99.9% | 8 | 0.0% | 0.00% | – | |
| GLT | New | GLATFELTER CORP | $0 | – | 143 | +100.0% | 0.00% | – |
| ADMP | ADAMIS PHARMACEUTICALS CORP NEW | $0 | – | 73 | 0.0% | 0.00% | – | |
| GENERAL ELECTRIC CO NEW | $1 | – | 6 | 0.0% | 0.00% | – | ||
| GGT | New | GABELLI MULTIMEDIA TR INC | $1 | – | 248 | +100.0% | 0.00% | – |
| FCEL | FUELCELL ENERGY INC PAR | $1 | -99.9% | 350 | 0.0% | 0.00% | – | |
| XPEV | XPENG INC ADS REPSTG CL A ORD SHS | $0 | – | 28 | 0.0% | 0.00% | – | |
| YGEHY | New | YINGLI GREEN ENERGY HLDG COMPANY LTD ADR NEW | $0 | – | 225 | +100.0% | 0.00% | – |
| FVE | ALERISLIFE INC | $0 | – | 3 | 0.0% | 0.00% | – | |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETFetf | $1 | -99.9% | 28 | 0.0% | 0.00% | – | |
| ZIMVIE INC | $0 | – | 15 | 0.0% | 0.00% | – | ||
| FNF | FIDELITY NATIONAL FINANCIAL INC NEW FNF GROUP COM | $1 | -99.9% | 36 | 0.0% | 0.00% | – | |
| ADNT | ADIENT PLC | $1 | -99.9% | 32 | 0.0% | 0.00% | – | |
| ARKF | ARK FINTECH INNOVATION ETFetf | $0 | – | 9 | 0.0% | 0.00% | – | |
| SEII | SHARING ECONOMY INTL INC NEW | $0 | – | 100 | 0.0% | 0.00% | – | |
| BIP | Buy | BROOKFIELD INFRASTRUCTURE PARTNERS UNIT LTD PARTNERSHIP | $1 | -99.9% | 22 | +4.8% | 0.00% | – |
| S | SENTINELONE INC CL A | $1 | -100.0% | 90 | 0.0% | 0.00% | -100.0% | |
| BVH | Buy | BLUEGREEN VACATIONS HOLDING CORP CL A | $1 | -99.9% | 41 | +2.5% | 0.00% | – |
| New | F&G ANNUITIES & LIFE INC | $0 | – | 2 | +100.0% | 0.00% | – | |
| New | GCL NEW ENERGY HOLDINGS LTD PAR HK$0.083 | $0 | – | 63 | +100.0% | 0.00% | – | |
| SNAP | SNAP INC CL A | $0 | – | 25 | 0.0% | 0.00% | – | |
| WNDW | SOLARWINDOW TECHNOLOGIES INC | $0 | – | 216 | 0.0% | 0.00% | – | |
| BHF | New | BRIGHTHOUSE FINANCIAL INC | $0 | – | 6 | +100.0% | 0.00% | – |
| SPDW | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETFetf | $1 | -99.9% | 27 | 0.0% | 0.00% | – | |
| SPT | SPROUT SOCIAL INC CL A | $1 | -99.9% | 13 | 0.0% | 0.00% | – | |
| SQ | BLOCK INC CL A | $0 | – | 7 | 0.0% | 0.00% | – | |
| WTRG | ESSENTIAL UTILITIES INC | $1 | -99.9% | 25 | 0.0% | 0.00% | – | |
| EVGO | EVGO INC CL A | $1 | -100.0% | 278 | 0.0% | 0.00% | -100.0% | |
| BIPC | BROOKFIELD INFRASTRUCTURE CORP SUB VTG SHS CL A | $0 | – | 1 | 0.0% | 0.00% | – | |
| FHI | Exit | FEDERATED HERMES INC | $0 | – | -91 | -100.0% | -0.00% | – |
| BSV | Exit | VANGUARD SHORT TERM BOND ETFetf | $0 | – | -27 | -100.0% | -0.00% | – |
| OMC | Exit | OMNICOM GROUP INC | $0 | – | -40 | -100.0% | -0.00% | – |
| PKW | Exit | INVESCO BUYBACK ACHIEVERS ETFetf | $0 | – | -42 | -100.0% | -0.00% | – |
| XAR | Exit | SPDR S&P AEROSPACE & DEFENSE ETFetf | $0 | – | -29 | -100.0% | -0.00% | – |
| TWTR | Exit | TWITTER INC | $0 | – | -137 | -100.0% | -0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-26
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.