Winch Advisory Services

Latest statistics and disclosures from Winch Advisory Services's latest quarterly 13F-HR filing:

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Portfolio Holdings for Winch Advisory Services

Winch Advisory Services holds 446 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM) 10.2 $31M +4% 526k 58.45
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Vanguard Short Term Treasury Etf Etf (VGSH) 8.3 $25M -11% 430k 58.33
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Apple (AAPL) 8.2 $25M 128k 192.53
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Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) 7.2 $22M -23% 236k 91.39
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Microsoft Corporation (MSFT) 5.5 $17M 44k 376.04
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Amazon (AMZN) 4.6 $14M 91k 151.94
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Invesco Qqq Etf Etf (QQQ) 4.4 $13M +4% 32k 409.52
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NVIDIA Corporation (NVDA) 4.3 $13M -3% 26k 495.22
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Ishares Short Treasury Bond Etf Etf (SHV) 4.3 $13M 117k 110.13
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Alphabet Inc Class C cs (GOOG) 3.1 $9.3M 66k 140.93
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Berkshire Hathaway (BRK.B) 3.1 $9.2M 26k 356.65
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Vanguard Intermediate Term Corp Bond Etf Etf (VCIT) 2.9 $8.8M NEW 108k 81.28
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Capital Group Core Plus Us Multi Sector Income Etf Etf (CGMS) 2.6 $7.7M +8056% 285k 26.99
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Visa (V) 1.7 $5.2M 20k 260.35
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Goldman Sachs Access Treasury 0-1yr Etf Pricing Basket Etf (GBIL) 1.6 $4.8M -10% 49k 99.74
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Stryker Corporation (SYK) 1.5 $4.5M 15k 299.46
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JPMorgan Chase & Co. (JPM) 1.4 $4.1M 24k 170.10
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Ishares 1-3 Yr Treasury Bond Etf Etf (SHY) 1.2 $3.6M -4% 44k 82.04
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Adobe Systems Incorporated (ADBE) 1.2 $3.6M 6.0k 596.64
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salesforce (CRM) 1.1 $3.3M 13k 263.15
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Spdr Portfolio Emerging Markets Etf Etf (SPEM) 1.0 $3.0M 85k 35.41
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Netflix (NFLX) 1.0 $2.9M 5.9k 486.86
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Marvell Technology (MRVL) 0.9 $2.7M +2% 45k 60.31
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Facebook Inc cl a (META) 0.8 $2.6M 7.2k 353.97
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Spdr S&p 500 Etf Etf (SPY) 0.8 $2.5M +26% 5.2k 475.28
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Vanguard Total Stock Market Etf Etf (VTI) 0.8 $2.4M +49% 10k 237.21
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Costco Wholesale Corporation (COST) 0.7 $2.0M 3.0k 660.04
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Citigroup (C) 0.6 $1.9M +2% 37k 51.44
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Ishares Gold Trust Etf (IAU) 0.6 $1.8M -2% 47k 39.03
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Spdr Gold Trust Gold Shares Etf (GLD) 0.6 $1.8M +4% 9.4k 191.17
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Walt Disney Company (DIS) 0.5 $1.6M 18k 90.29
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Nike (NKE) 0.5 $1.5M 14k 108.57
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Coca-Cola Company (KO) 0.5 $1.5M +7% 26k 58.93
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Honeywell International (HON) 0.5 $1.5M +3% 7.2k 209.71
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MasterCard Incorporated (MA) 0.5 $1.4M 3.4k 426.51
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Texas Instruments Incorporated (TXN) 0.4 $1.3M 7.4k 170.45
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Starbucks Corporation (SBUX) 0.4 $1.2M +3% 12k 96.01
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Paypal Holdings (PYPL) 0.3 $1.0M -5% 17k 61.41
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Tesla Motors (TSLA) 0.3 $1.0M +12% 4.0k 248.48
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Raytheon Technologies Corp (RTX) 0.3 $962k +8% 11k 84.14
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Verizon Communications (VZ) 0.3 $926k +7% 25k 37.70
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Spdr Portfolio Intermediate Term Corp Bond Etf Etf (SPIB) 0.3 $918k +41% 28k 32.83
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Procter & Gamble Company (PG) 0.3 $903k +5% 6.2k 146.55
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Vanguard Short Term Corp Bond Etf Etf (VCSH) 0.3 $854k +3% 11k 77.37
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Medtronic (MDT) 0.3 $846k +5% 10k 82.38
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eBay (EBAY) 0.3 $845k +5% 19k 43.62
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Spdr Portfolio Aggregate Bond Etf Etf (SPAB) 0.3 $839k +7% 33k 25.64
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Northrop Grumman Corporation (NOC) 0.3 $835k +5% 1.8k 468.03
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Spdr Portfolio Short Term Treasury Etf Etf (SPTS) 0.3 $818k +38% 28k 29.05
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Vanguard Short Term Inflation Protected Securities Etf Etf (VTIP) 0.3 $816k -13% 17k 47.49
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Wec Energy Group (WEC) 0.2 $619k +6% 7.4k 84.17
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Roper Industries (ROP) 0.2 $605k 1.1k 545.30
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Alphabet Inc Class A cs (GOOGL) 0.2 $604k 4.3k 139.69
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Chevron Corporation (CVX) 0.2 $558k +15% 3.7k 149.15
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Wal-Mart Stores (WMT) 0.2 $504k +8% 3.2k 157.63
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Vanguard Health Care Etf Etf (VHT) 0.2 $501k 2.0k 250.74
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Wisdomtree Yield Enhanced U S Short Term Aggregate Bd Etf Etf (SHAG) 0.2 $496k +4% 11k 47.33
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Vaneck Semiconductor Etf Etf (SMH) 0.2 $460k 2.6k 174.84
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Vanguard Financials Etf Etf (VFH) 0.1 $406k 4.4k 92.25
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Johnson & Johnson (JNJ) 0.1 $394k +14% 2.5k 156.76
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McDonald's Corporation (MCD) 0.1 $393k -2% 1.3k 296.54
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3M Company (MMM) 0.1 $384k 3.5k 109.32
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Vanguard Intermediate Term Treasury Index Etf Etf (VGIT) 0.1 $361k +4401% 6.1k 59.32
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Pfizer (PFE) 0.1 $359k +14% 13k 28.79
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BP (BP) 0.1 $359k +2% 10k 35.40
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Deere & Company (DE) 0.1 $350k 876.00 399.98
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KLA-Tencor Corporation (KLAC) 0.1 $350k 602.00 581.60
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Vanguard Materials Etf Etf (VAW) 0.1 $344k 1.8k 189.92
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Wisdomtree Yield Enhanced Us Aggregate Bd Fd Etf Etf (AGGY) 0.1 $331k +36% 7.5k 44.02
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Spdr Tips Etf Etf (SPIP) 0.1 $328k -10% 13k 25.57
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Exxon Mobil Corporation (XOM) 0.1 $310k +5% 3.1k 99.99
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Spdr Ssga Ultra Short Term Bond Etf Etf (ULST) 0.1 $273k 6.8k 40.38
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UnitedHealth (UNH) 0.1 $243k +20% 462.00 526.19
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Vanguard Industrials Etf Etf (VIS) 0.1 $240k 1.1k 220.45
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Industries N shs - a - (LYB) 0.1 $232k +12% 2.4k 95.10
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Lockheed Martin Corporation (LMT) 0.1 $218k +29% 481.00 453.46
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Kimberly-Clark Corporation (KMB) 0.1 $206k -10% 1.7k 121.51
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Exchange Traded Concepts Trust Robo Global Robotics&automation Etf Etf (ROBO) 0.1 $202k 3.5k 57.30
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Waste Management (WM) 0.1 $197k 1.1k 179.17
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Lam Research Corporation (LRCX) 0.1 $192k 245.00 783.87
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Spdr Portfolio S&p 500 Value Etf Etf (SPYV) 0.1 $187k 4.0k 46.63
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Sector Energy Select Sector Spdr Etf Etf (XLE) 0.1 $184k 2.2k 83.82
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At&t (T) 0.1 $180k -7% 11k 16.78
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Ford Motor Company (F) 0.1 $170k +6% 14k 12.19
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Etfs American Conservative Values Etf Etf (ACVF) 0.1 $157k 4.3k 36.48
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ConocoPhillips (COP) 0.1 $151k -12% 1.3k 116.04
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Vanguard High Dividend Yield Etf Etf (VYM) 0.0 $151k 1.3k 111.59
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Pepsi (PEP) 0.0 $150k 883.00 169.93
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Sector Technology Select Sector Spdr Etf Etf (XLK) 0.0 $147k +33% 766.00 192.46
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Valero Energy Corporation (VLO) 0.0 $147k -9% 1.1k 129.97
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Dow (DOW) 0.0 $147k +31% 2.7k 54.85
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Spdr Dow Jones Industrial Average Etf Etf (DIA) 0.0 $145k 385.00 376.41
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Vanguard Value Etf Etf (VTV) 0.0 $141k 940.00 149.43
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Freeport-McMoRan Copper & Gold (FCX) 0.0 $140k 3.3k 42.57
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Global X Robotics & Artificial Intelligence Etf Etf (BOTZ) 0.0 $138k 4.8k 28.50
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Ishares Broad Usd High Yield Corporate Bd Etf Etf (USHY) 0.0 $132k +251% 3.6k 36.35
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Taiwan Semiconductor Mfg (TSM) 0.0 $131k 1.3k 103.97
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Vanguard Growth Etf Etf (VUG) 0.0 $129k +92% 416.00 310.75
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Amcor (AMCR) 0.0 $129k 13k 9.64
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Asml Holding (ASML) 0.0 $123k 162.00 757.27
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Ishares Biotechnology Etf Etf (IBB) 0.0 $122k -13% 898.00 135.82
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Ishares Russell 2000 Etf Etf (IWM) 0.0 $121k -11% 601.00 200.70
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Ishares U S Aerospace & Defense Etf Etf (ITA) 0.0 $120k 950.00 126.57
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United States Steel Corporation (X) 0.0 $111k -20% 2.3k 48.65
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Cheniere Energy (LNG) 0.0 $111k 648.00 170.79
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Abbvie (ABBV) 0.0 $106k 681.00 154.97
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EOG Resources (EOG) 0.0 $102k +6% 840.00 120.94
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Boeing Company (BA) 0.0 $93k -11% 356.00 260.66
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Walgreen Boots Alliance (WBA) 0.0 $92k 3.5k 26.11
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Fidelity National Information Services (FIS) 0.0 $90k 1.5k 60.07
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Wells Fargo & Company (WFC) 0.0 $90k 1.8k 49.23
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Ishares Core U S Aggregate Bond Etf Etf (AGG) 0.0 $86k 864.00 99.24
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Spdr S&p Regional Banking Etf Etf (KRE) 0.0 $84k 1.6k 52.44
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Qualcomm (QCOM) 0.0 $83k +4% 575.00 144.62
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Capital Group Dividend Value Etf Etf (CGDV) 0.0 $83k +35% 2.8k 29.84
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Valvoline Inc Common (VVV) 0.0 $79k 2.1k 37.59
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Select Sector Communication Services Select Sector Spdr Etf Etf (XLC) 0.0 $76k 1.0k 72.67
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Aberdeen Physical Precious Metals Basket Shs Etf Etf (GLTR) 0.0 $73k 802.00 91.02
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Bank of America Corporation (BAC) 0.0 $72k 2.1k 33.67
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Xcel Energy (XEL) 0.0 $71k 1.2k 61.90
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Jacobs Engineering Group (J) 0.0 $70k 537.00 129.92
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Sector Financial Select Sector Spdr Etf Etf (XLF) 0.0 $70k 1.9k 37.59
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Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.0 $67k NEW 1.2k 54.98
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Nextera Energy (NEE) 0.0 $66k +38% 1.1k 60.71
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Grayscale Bitcoin Trust Btc Accd Invs Etf (GBTC) 0.0 $66k 1.9k 34.62
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Metropcs Communications (TMUS) 0.0 $64k 401.00 160.49
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Advanced Micro Devices (AMD) 0.0 $64k -36% 434.00 147.41
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Huntington Bancshares Incorporated (HBAN) 0.0 $63k 5.0k 12.72
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Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 0.0 $63k 969.00 65.05
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Capital Group Core Plus Income Creation Unit Etf Etf (CGCP) 0.0 $62k +202% 2.7k 22.69
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Cisco Systems (CSCO) 0.0 $60k -3% 1.2k 50.50
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Dupont De Nemours (DD) 0.0 $60k 777.00 76.89
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Ashland (ASH) 0.0 $60k 708.00 84.37
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Key (KEY) 0.0 $59k -7% 4.1k 14.40
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Broadcom (AVGO) 0.0 $59k 53.00 1112.70
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Schwab Fundamental Intl Large Co Index Etf Etf (FNDF) 0.0 $59k 1.7k 33.73
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Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.0 $56k -9% 1.4k 41.09
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Ishares Core S&p Small Cap Etf Etf (IJR) 0.0 $54k 496.00 108.34
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Spdr Portfolio S&p 500 Etf Etf (SPLG) 0.0 $53k 945.00 55.88
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Truist Financial Corp equities (TFC) 0.0 $52k 1.4k 36.93
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Jp Morgan Ultra Short Income Etf Etf (JPST) 0.0 $52k 1.0k 50.22
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Vanguard Dividend Appreciation Etf Etf (VIG) 0.0 $52k 304.00 170.67
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Ishares U S Oil & Gas Exploration & Production Etf Etf (IEO) 0.0 $52k -27% 553.00 93.24
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Vanguard Mid Cap Etf Etf (VO) 0.0 $51k 219.00 232.43
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Eaton (ETN) 0.0 $50k 209.00 240.80
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Intel Corporation (INTC) 0.0 $50k 989.00 50.23
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Vaneck Steel Etf Etf (SLX) 0.0 $49k +2% 667.00 73.73
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Sector Healthcare Select Sector Spdr Etf Etf (XLV) 0.0 $49k 360.00 136.49
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Eli Lilly & Co. (LLY) 0.0 $48k 82.00 582.91
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Principal Financial (PFG) 0.0 $47k -8% 598.00 78.66
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Illinois Tool Works (ITW) 0.0 $47k 179.00 262.23
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Home Depot (HD) 0.0 $44k -2% 128.00 345.39
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Northern Lights Inspire 100 Etf Etf (BIBL) 0.0 $44k 1.3k 34.89
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Vanguard Mega Cap Growth Etf Etf (MGK) 0.0 $43k +100% 166.00 259.72
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Ishares Silver Trust Etf (SLV) 0.0 $42k 1.9k 21.78
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Marathon Petroleum Corp (MPC) 0.0 $41k 278.00 148.61
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Capital Group Growth Etf Etf (CGGR) 0.0 $41k +218% 1.5k 28.23
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Nicolet Bankshares (NIC) 0.0 $40k 502.00 80.45
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Spdr S&p Mid Cap 400 Etf Etf (MDY) 0.0 $40k -48% 79.00 507.38
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Ishares Core S&p U S Growth Etf Etf (IUSG) 0.0 $40k 384.00 104.05
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Main Street Capital Corporation (MAIN) 0.0 $40k +2% 918.00 43.24
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Merck & Co (MRK) 0.0 $39k 356.00 109.04
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Spdr Portfolio Short Term Corp Bond Etf Etf (SPSB) 0.0 $37k -4% 1.2k 29.77
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BlackRock (BLK) 0.0 $36k 44.00 816.98
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Cleveland-cliffs (CLF) 0.0 $36k 1.8k 20.42
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Abrdn Asia Pacific Income Fund Etf (FAX) 0.0 $36k +2% 13k 2.71
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Global X U S Infrastructure Development Etf Etf (PAVE) 0.0 $36k 1.0k 34.48
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Bank Of Montreal Cadcom (BMO) 0.0 $35k 350.00 98.94
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Altria (MO) 0.0 $35k +2% 856.00 40.35
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Schneider National Inc cl b (SNDR) 0.0 $34k 1.3k 25.46
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Target Corporation (TGT) 0.0 $34k -13% 237.00 142.16
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Capital Group Core Equity Etf Etf (CGUS) 0.0 $33k +173% 1.2k 28.29
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Vanguard Total Intl Stock Index Fund Etf Etf (VXUS) 0.0 $33k 568.00 57.96
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Vanguard Esg U S Stock Etf Etf (ESGV) 0.0 $33k 387.00 85.06
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Vanguard Small Cap Etf Etf (VB) 0.0 $32k 151.00 213.79
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FedEx Corporation (FDX) 0.0 $32k -3% 128.00 252.16
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Delta Air Lines (DAL) 0.0 $31k -4% 764.00 40.24
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Vanguard Mid Cap Growth Etf Etf (VOT) 0.0 $31k 140.00 219.46
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Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD) 0.0 $30k 622.00 48.73
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Johnson Controls International Plc equity (JCI) 0.0 $30k 517.00 57.69
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Motorola Solutions (MSI) 0.0 $29k 93.00 312.44
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Hp (HPQ) 0.0 $29k 964.00 30.11
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Philip Morris International (PM) 0.0 $29k 304.00 94.22
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Spdr Series Trust S&p Metals & Mining Etf Etf (XME) 0.0 $28k 475.00 59.83
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First Trust Cloud Computing Index Etf Etf (SKYY) 0.0 $28k 314.00 87.53
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InvenTrust Properties Corp (IVT) 0.0 $27k 1.1k 25.34
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General Dynamics Corporation (GD) 0.0 $27k 102.00 260.92
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United Parcel Service (UPS) 0.0 $26k 167.00 156.90
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Invesco Nasdaq Next Gen 100 Etf Etf (QQQJ) 0.0 $26k 967.00 26.99
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Public Storage (PSA) 0.0 $26k 84.00 305.26
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U.S. Bancorp (USB) 0.0 $25k 587.00 43.30
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Thermo Fisher Scientific (TMO) 0.0 $24k 45.00 532.18
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Bay (BCML) 0.0 $24k 1.0k 23.59
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Global X Cybersecurity Etf Etf (BUG) 0.0 $23k 782.00 29.32
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Welltower Inc Com reit (WELL) 0.0 $23k 251.00 90.25
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Consumer Discretionary Select Sector Spdr Etf Etf (XLY) 0.0 $23k 126.00 178.89
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Spdr Series Trust S&p Homebuilders Etf Etf (XHB) 0.0 $23k NEW 235.00 95.85
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Spdr Ssga Global Allocation Etf Etf (GAL) 0.0 $22k 534.00 41.42
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Ark Innovation Etf Etf (ARKK) 0.0 $22k 420.00 52.37
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Agnc Invt Corp Com reit (AGNC) 0.0 $22k NEW 2.2k 9.81
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Plexus (PLXS) 0.0 $22k 200.00 108.13
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Capital Group Intl Focus Equity Etf Etf (CGXU) 0.0 $21k +96% 894.00 23.86
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Southwest Airlines (LUV) 0.0 $21k +6% 729.00 28.88
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Kraft Heinz (KHC) 0.0 $21k 566.00 36.98
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Viatris (VTRS) 0.0 $21k +20% 1.9k 10.83
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Livent Corp 0.0 $20k 1.1k 17.98
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Cummins (CMI) 0.0 $19k 80.00 238.91
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Sector Industrial Select Sector Spdr Etf Etf (XLI) 0.0 $19k 165.00 114.08
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Olin Corporation (OLN) 0.0 $19k 346.00 53.95
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Kinder Morgan (KMI) 0.0 $19k 1.1k 17.65
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Hancock John Preferred Income Fund Ii Tr Unit (HPF) 0.0 $18k +2% 1.2k 15.79
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Zimmer Holdings (ZBH) 0.0 $18k 150.00 121.70
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Ishares Msci Acwi Etf Etf (ACWI) 0.0 $18k 177.00 101.60
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TJX Companies (TJX) 0.0 $17k -10% 182.00 93.87
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Lowe's Companies (LOW) 0.0 $17k 76.00 223.70
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Colgate-Palmolive Company (CL) 0.0 $17k 213.00 79.59
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Oshkosh Corporation (OSK) 0.0 $16k 151.00 108.08
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Encore Wire Corporation (WIRE) 0.0 $16k 76.00 213.82
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Nucor Corporation (NUE) 0.0 $16k 92.00 173.36
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Sector Materials Select Sector Spdr Etf Etf (XLB) 0.0 $16k 185.00 85.69
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Jpmorgan Active Value Etf Etf (JAVA) 0.0 $16k NEW 280.00 55.52
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Heartland Financial USA (HTLF) 0.0 $16k 412.00 37.62
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Invesco S&p 500 Garp Etf Etf (SPGP) 0.0 $15k NEW 154.00 97.81
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Harley-Davidson (HOG) 0.0 $15k 409.00 36.82
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Devon Energy Corporation (DVN) 0.0 $15k +22% 327.00 45.33
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Southern Company (SO) 0.0 $15k 210.00 70.07
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Ishares Msci Emerging Markets Etf Etf (EEM) 0.0 $14k -43% 345.00 40.17
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Vanguard Energy Etf Etf (VDE) 0.0 $14k 118.00 116.81
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Vanguard Information Technology Etf Etf (VGT) 0.0 $14k 28.00 491.54
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Roku (ROKU) 0.0 $14k NEW 150.00 91.66
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Chipotle Mexican Grill (CMG) 0.0 $14k 6.00 2287.00
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Vanguard Total World Stock Etf Etf (VT) 0.0 $14k -11% 133.00 102.85
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First Trust Consumer Staples Alphadex Etf Etf (FXG) 0.0 $13k 211.00 63.15
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Yum! Brands (YUM) 0.0 $13k 101.00 131.04
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Griffin American Healthcare Re (AHTR) 0.0 $13k NEW 420.00 31.41
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Honda Motor (HMC) 0.0 $13k 422.00 30.90
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International Business Machines (IBM) 0.0 $13k 79.00 163.09
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Constellation Brands (STZ) 0.0 $13k 52.00 243.29
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Baker Hughes A Ge Company (BKR) 0.0 $13k 367.00 34.13
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Air Products & Chemicals (APD) 0.0 $13k 46.00 272.26
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American Express Company (AXP) 0.0 $12k -33% 66.00 188.61
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Timothy Plan U S Large Mid Cap Core Etf Etf (TPLC) 0.0 $12k 321.00 38.21
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Pacer U S Cash Cows 100 Etf Etf (COWZ) 0.0 $12k NEW 234.00 51.99
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Blackrock Utilities Infrastructure & Power Opportunities Trust Tr Unit (BUI) 0.0 $12k 556.00 21.82
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Carnival Corporation (CCL) 0.0 $12k 652.00 18.54
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CVS Caremark Corporation (CVS) 0.0 $12k 153.00 78.76
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Blackstone Group Inc Com Cl A (BX) 0.0 $12k -48% 92.00 130.47
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Nestle SA Reg Shs. Ser. B Spons (NSRGY) 0.0 $12k 102.00 116.01
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Schlumberger (SLB) 0.0 $12k 224.00 52.00
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Etf Solutions Point Bridge America First Etf Etf (MAGA) 0.0 $12k 277.00 41.75
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Charles Schwab Corporation (SCHW) 0.0 $11k 161.00 68.99
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Wolfspeed (WOLF) 0.0 $11k 255.00 43.51
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Ishares Msci Mexico Etf Etf (EWW) 0.0 $11k NEW 159.00 68.00
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Victoryshares Us Large Cap Hign Div Volatility Wtd Etf Etf (CDL) 0.0 $11k NEW 181.00 58.34
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Ishares Trust Ishares Preferred & Income Secs Etf Etf (PFF) 0.0 $10k +2% 333.00 31.21
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Select Utilities Select Sector Spdr Etf Etf (XLU) 0.0 $10k 164.00 63.29
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Gilead Sciences (GILD) 0.0 $10k 127.00 80.69
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Oracle Corporation (ORCL) 0.0 $10k +500% 96.00 105.85
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Dover Corporation (DOV) 0.0 $10k 66.00 153.00
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Diamondback Energy (FANG) 0.0 $9.9k +3% 64.00 154.02
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Dominion Resources (D) 0.0 $9.8k 208.00 47.00
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Ameriprise Financial (AMP) 0.0 $9.8k 26.00 376.00
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Palo Alto Networks (PANW) 0.0 $9.7k 33.00 294.88
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Skyworks Solutions (SWKS) 0.0 $9.3k 83.00 112.41
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Teladoc (TDOC) 0.0 $9.3k 432.00 21.55
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Edwards Lifesciences (EW) 0.0 $9.2k 120.00 76.25
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Northern Lights Inspire Intl Etf Etf (WWJD) 0.0 $8.3k 283.00 29.48
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Snowflake Inc Cl A (SNOW) 0.0 $8.2k NEW 41.00 199.00
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Northern Lights Inspire Global Hope Etf Etf (BLES) 0.0 $8.2k 228.00 35.77
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Fidelity Covington Tr Disruptors Etf Etf (FDIF) 0.0 $8.2k 308.00 26.47
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IPG Photonics Corporation (IPGP) 0.0 $8.1k 75.00 108.55
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Prudential Financial (PRU) 0.0 $8.1k 78.00 103.55
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FirstEnergy (FE) 0.0 $8.0k 219.00 36.69
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Northern Lights Inspire Small/mid Cap Etf Etf (ISMD) 0.0 $8.0k 231.00 34.68
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McCormick & Company, Incorporated (MKC) 0.0 $7.9k 115.00 68.42
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Haleon Plc Spon Ads (HLN) 0.0 $7.9k 955.00 8.23
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First Trust Nasdaq Clean Edge Green Energy Index Etf Etf (QCLN) 0.0 $7.8k 185.00 42.27
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Ishares Msci Canada Etf Etf (EWC) 0.0 $7.7k 209.00 36.75
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EXACT Sciences Corporation (EXAS) 0.0 $7.6k -19% 103.00 73.98
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Etf Managers Etfmg Prime Mobile Payments Etf Etf 0.0 $7.6k 163.00 46.41
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Caterpillar (CAT) 0.0 $7.5k 25.00 298.60
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Senior Housing Properties-callable pref 0.0 $7.4k +2% 483.00 15.40
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Albemarle Corporation (ALB) 0.0 $7.3k +2% 51.00 143.24
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Ishares Core S&p 500 Etf Etf (IVV) 0.0 $7.2k NEW 15.00 479.53
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Applied Materials (AMAT) 0.0 $7.2k 44.00 163.43
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Duke Energy (DUK) 0.0 $6.9k 71.00 96.87
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Ubs Group (UBS) 0.0 $6.9k 222.00 30.96
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Airbnb (ABNB) 0.0 $6.8k 50.00 136.14
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Global X Copper Miners Etf Etf (COPX) 0.0 $6.8k 181.00 37.59
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British American Tobac (BTI) 0.0 $6.6k +2% 224.00 29.32
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CenterPoint Energy (CNP) 0.0 $6.5k 228.00 28.53
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Ishares Global Energy Etf Etf (IXC) 0.0 $6.5k 165.00 39.16
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AFLAC Incorporated (AFL) 0.0 $6.5k 78.00 82.74
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Alibaba Group Holding (BABA) 0.0 $6.4k 83.00 77.51
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Danaher Corporation (DHR) 0.0 $6.0k 26.00 232.08
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B&G Foods (BGS) 0.0 $5.9k +2% 558.00 10.49
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Pbf Energy Inc cl a (PBF) 0.0 $5.8k 133.00 43.86
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Associated Banc- (ASB) 0.0 $5.7k 267.00 21.42
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Abbott Laboratories (ABT) 0.0 $5.5k 50.00 110.94
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Marathon Oil Corporation (MRO) 0.0 $5.5k 228.00 24.12
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Enbridge (ENB) 0.0 $5.3k 147.00 36.10
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Cyberark Software (CYBR) 0.0 $5.3k 24.00 219.04
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Garmin (GRMN) 0.0 $5.1k NEW 40.00 128.55
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Yum China Holdings (YUMC) 0.0 $5.0k 118.00 42.43
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Sanofi-Aventis SA (SNY) 0.0 $5.0k 100.00 49.76
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FactSet Research Systems (FDS) 0.0 $4.8k 10.00 484.50
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International Flavors & Fragrances (IFF) 0.0 $4.7k 58.00 81.50
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Vaneck Rare Earth Strategic Metals New Etf Etf (REMX) 0.0 $4.6k 75.00 61.55
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Maplebear (CART) 0.0 $4.6k NEW 196.00 23.47
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Ishares Russell 1000 Growth Etf Etf (IWF) 0.0 $4.5k 15.00 303.20
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Shell Adr Each Rep 2 Ord Wi (SHEL) 0.0 $4.4k 66.00 66.15
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Alliant Energy Corporation (LNT) 0.0 $4.3k 85.00 51.09
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Vistaoutdoor (VSTO) 0.0 $4.3k 145.00 29.57
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W.W. Grainger (GWW) 0.0 $4.2k 5.00 845.20
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Sturm, Ruger & Company (RGR) 0.0 $4.1k 91.00 45.54
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Biogen Idec (BIIB) 0.0 $4.1k 16.00 258.75
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Generac Holdings (GNRC) 0.0 $4.1k 32.00 129.25
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Barrick Gold Corp (GOLD) 0.0 $4.1k 224.00 18.12
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Becton, Dickinson and (BDX) 0.0 $4.0k 16.00 250.06
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Smith & Wesson Brands (SWBI) 0.0 $4.0k 294.00 13.55
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Sherwin-Williams Company (SHW) 0.0 $3.8k 12.00 317.17
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Under Armour Inc Cl C (UA) 0.0 $3.7k 440.00 8.35
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Tencent Holdings Ltd - (TCEHY) 0.0 $3.6k 95.00 37.76
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Bristol Myers Squibb (BMY) 0.0 $3.6k -78% 69.00 51.62
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Blackrock Short Duration Bond Etf Etf (NEAR) 0.0 $3.5k 70.00 50.70
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SYSCO Corporation (SYY) 0.0 $3.4k +2% 47.00 72.74
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Anheuser-Busch InBev NV (BUD) 0.0 $3.4k 52.00 64.62
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Vanguard Ftse Europe Etf Etf (VGK) 0.0 $3.4k -90% 52.00 64.48
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Equinix (EQIX) 0.0 $3.3k 4.00 832.75
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C3 Ai (AI) 0.0 $3.3k 115.00 28.71
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Seagate Technology (STX) 0.0 $3.3k +2% 39.00 84.31
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Goldman Sachs (GS) 0.0 $3.3k -70% 8.00 407.00
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Rapid7 (RPD) 0.0 $3.1k 55.00 57.11
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Ecolab (ECL) 0.0 $3.0k 15.00 202.27
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General Motors Company (GM) 0.0 $3.0k 84.00 35.95
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Clorox Company (CLX) 0.0 $3.0k 21.00 142.71
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Rivian Automotive Inc Class A (RIVN) 0.0 $3.0k 127.00 23.46
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Occidental Petroleum Corporation (OXY) 0.0 $2.9k 48.00 59.88
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AstraZeneca (AZN) 0.0 $2.8k 42.00 67.62
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Analog Devices (ADI) 0.0 $2.8k 14.00 202.21
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Highlands Reit Inc reit (HHDS) 0.0 $2.8k 10k 0.28
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Pioneer Natural Resources (PXD) 0.0 $2.8k 12.00 229.83
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Automatic Data Processing (ADP) 0.0 $2.6k 11.00 240.36
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Baidu (BIDU) 0.0 $2.6k -77% 22.00 119.09
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Te Connectivity Ltd for (TEL) 0.0 $2.6k +5% 19.00 137.32
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Manitowoc Co Inc/the (MTW) 0.0 $2.5k 152.00 16.69
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J.M. Smucker Company (SJM) 0.0 $2.5k 20.00 126.45
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Intercontinental Exchange (ICE) 0.0 $2.5k +5% 20.00 125.30
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Eversource Energy (ES) 0.0 $2.5k +2% 41.00 60.98
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Sentinelone (S) 0.0 $2.5k 90.00 27.44
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Weyerhaeuser Company (WY) 0.0 $2.4k 70.00 34.59
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Byd (BYDDY) 0.0 $2.4k 43.00 55.51
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Rumble Inc Com Cl A (RUM) 0.0 $2.4k 530.00 4.49
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Schweitzer-Mauduit International (MATV) 0.0 $2.3k 152.00 15.35
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T. Rowe Price (TROW) 0.0 $2.3k +4% 22.00 105.73
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Ginkgo Bioworks Holdings (DNA) 0.0 $2.3k 1.4k 1.69
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Zoetis Inc Cl A (ZTS) 0.0 $2.2k 11.00 199.91
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Amplify Lithium & Battery Technology Etf Etf (BATT) 0.0 $2.1k +3% 203.00 10.55
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ON Semiconductor (ON) 0.0 $2.1k 25.00 83.52
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Baxter International (BAX) 0.0 $2.1k 54.00 38.63
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NiSource (NI) 0.0 $2.1k 78.00 26.42
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Spdr Portfolio Developed World Ex-us Etf Etf (SPDW) 0.0 $2.0k 59.00 34.29
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Howmet Aerospace (HWM) 0.0 $1.9k 35.00 54.43
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Kontoor Brands (KTB) 0.0 $1.8k 29.00 62.86
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Nuveen Municipal Credit Income Fund Etf (NZF) 0.0 $1.8k 154.00 11.83
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Brc Inc Com Cl A (BRCC) 0.0 $1.8k 500.00 3.63
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Vaneck Gold Miners Etf Etf (GDX) 0.0 $1.8k 58.00 30.91
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Xiaomi Corporation (XIACF) 0.0 $1.7k 860.00 2.02
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Allete (ALE) 0.0 $1.7k 28.00 61.39
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Autodesk (ADSK) 0.0 $1.7k 7.00 243.43
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Etsy (ETSY) 0.0 $1.7k 21.00 81.05
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Heron Therapeutics (HRTX) 0.0 $1.7k 1.0k 1.70
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Akamai Technologies (AKAM) 0.0 $1.7k 14.00 118.36
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Vaneck Jr Gold Miners Etf Etf (GDXJ) 0.0 $1.5k 40.00 38.38
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Allspring Advantage Multi Sector Income Fund Etf (ERC) 0.0 $1.5k +2% 160.00 9.43
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Halyard Health (AVNS) 0.0 $1.5k 67.00 22.43
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Etfmg Alternative Harvest Etf Etf 0.0 $1.4k 418.00 3.23
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Huntsman Corporation (HUN) 0.0 $1.3k 52.00 25.15
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Corteva (CTVA) 0.0 $1.2k 25.00 48.84
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Peloton Interactive Inc cl a (PTON) 0.0 $1.2k 200.00 6.09
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Ishares Msci South Africa Etf Etf (EZA) 0.0 $1.2k 28.00 41.79
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Medical Properties Trust (MPW) 0.0 $1.2k +2% 236.00 4.91
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PSQ Holdings (PSQH) 0.0 $1.2k 220.00 5.24
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Cemex SAB de CV (CX) 0.0 $1.1k 141.00 7.75
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Hasbro (HAS) 0.0 $1.0k NEW 20.00 51.05
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Panasonic Corporation (PCRFY) 0.0 $1.0k 104.00 9.80
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Infineon Technologies (IFNNY) 0.0 $1.0k 24.00 41.83
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Clii (EVGO) 0.0 $994.989800 278.00 3.58
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Office Pptys Income Tr Com Shs Ben Int reit (OPI) 0.0 $938.995200 +4% 128.00 7.34
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Team (TISI) 0.0 $924.000000 140.00 6.60
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Quantumscape Corp (QS) 0.0 $812.997900 117.00 6.95
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Sprout Social Cl A Ord (SPT) 0.0 $798.999500 13.00 61.46
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Canadian Solar (CSIQ) 0.0 $786.999000 30.00 26.23
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General Electric (GE) 0.0 $769.999800 6.00 128.33
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Great Wall Motor Company Limited Unsp Adr Ea Repr 10 Ord H (GWLLY) 0.0 $765.000000 60.00 12.75
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Warner Bros. Discovery (WBD) 0.0 $761.997700 -49% 67.00 11.37
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Brookfield Infrastructure Part (BIP) 0.0 $715.001000 +4% 23.00 31.09
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Moderna (MRNA) 0.0 $696.000200 7.00 99.43
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Ishares Global Clean Energy Etf Etf (ICLN) 0.0 $685.999600 44.00 15.59
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Veralto Corp (VLTO) 0.0 $658.000000 NEW 8.00 82.25
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Crrc Corp Ltd Ord 0.0 $608.020000 1.4k 0.43
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Digital World Acquisition Co Class A (DJT) 0.0 $595.000000 34.00 17.50
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Global X Lithium & Battery Tech Etf Etf (LIT) 0.0 $567.000500 11.00 51.55
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Fuelcell Energy (FCEL) 0.0 $560.000000 350.00 1.60
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Lightwave Logic Inc C ommon (LWLG) 0.0 $547.998000 110.00 4.98
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Proshares K-1 Free Crude Oil Strategy New Etf Etf (OILK) 0.0 $546.999700 13.00 42.08
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Nuveen Insd Dividend Advantage (NVG) 0.0 $487.998400 41.00 11.90
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Monogram Orthopaedics (MGRM) 0.0 $447.005000 130.00 3.44
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Snap Inc cl a (SNAP) 0.0 $423.000000 25.00 16.92
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Xpeng (XPEV) 0.0 $408.998800 28.00 14.61
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Ganfeng Lithium (GNENF) 0.0 $403.997800 106.00 3.81
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Alcoa (AA) 0.0 $381.000400 11.00 34.64
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Sunny Optical Tech Grp (SOTGY) 0.0 $363.000000 4.00 90.75
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Brighthouse Finl (BHF) 0.0 $318.000000 6.00 53.00
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Glatfelter (GLT) 0.0 $277.005300 143.00 1.94
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Sunpower (SPWR) 0.0 $250.998800 52.00 4.83
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Ark Fintech Innovation Etf Etf (ARKF) 0.0 $248.000400 9.00 27.56
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Container Store (TCS) 0.0 $228.000000 100.00 2.28
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Diversified Healthcare Trust (DHC) 0.0 $226.999300 61.00 3.72
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Lumen Technologies (LUMN) 0.0 $214.999200 117.00 1.84
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Spotify Technology Sa (SPOT) 0.0 $188.000000 1.00 188.00
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Maxeon Solar Technolog F (MAXN) 0.0 $185.998800 26.00 7.15
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Digital World Wts Exp 06/30/28 Acquisition Corp Warrant (DJTWW) 0.0 $166.000000 32.00 5.19
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Ge Healthcare Technologies I (GEHC) 0.0 $155.000000 2.00 77.50
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Plug Power (PLUG) 0.0 $139.999100 31.00 4.52
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Amarin Corporation (AMRN) 0.0 $125.006400 144.00 0.87
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Visteon Corporation (VC) 0.0 $125.000000 1.00 125.00
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Pluri 0.0 $119.006200 206.00 0.58
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Centerra Gold (CGAU) 0.0 $113.000600 19.00 5.95
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Canopy Gro 0.0 $113.000800 -90% 22.00 5.14
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Solarwindow Technologies (WNDW) 0.0 $88.992000 216.00 0.41
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Tpi Composites (TPIC) 0.0 $79.000100 19.00 4.16
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Hyliion Holdings Cl A Ord (HYLN) 0.0 $72.001000 89.00 0.81
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Dnp Select Income Fund Tr Unit (DNP) 0.0 $59.999800 -99% 7.00 8.57
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Brookfield Infrastructure (BIPC) 0.0 $38.000000 1.00 38.00
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Aurora Cannabis 0.0 $25.000100 53.00 0.47
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Amc Entertainment (AMC) 0.0 $12.000000 2.00 6.00
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Katapult Holdings (KPLT) 0.0 $11.000000 1.00 11.00
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Cannabis Sativa (CBDS) 0.0 $1.004400 93.00 0.01
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Proterra 0.0 $0.998300 67.00 0.01
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Adamis Pharmaceuticals Corp (DMKPQ) 0.0 $1.000000 1.00 1.00
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LDK Solar 0.0 $0 50.00 0.00
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Avantair 0.0 $0 300.00 0.00
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Yingli Green Energy Hldg 0.0 $0 225.00 0.00
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Cnnxf cannamerica brands corp (CNNXF) 0.0 $0 1.8k 0.00
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Sharing Economy Intl (SEII) 0.0 $0 100.00 0.00
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Past Filings by Winch Advisory Services

SEC 13F filings are viewable for Winch Advisory Services going back to 2014

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