Winch Advisory Services
Latest statistics and disclosures from Winch Advisory Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPTM, AAPL, NVDA, VCIT, MSFT, and represent 36.78% of Winch Advisory Services's stock portfolio.
- Added to shares of these 10 stocks: GBIL, VUG, SPTM, VCIT, QQQ, CGMS, SPY, COST, VOO, VTI.
- Started 38 new stock positions in INTT, BYDDF, IEFA, WEN, WU, HPE, CHSCO, IJH, IWB, IWR.
- Reduced shares in these 10 stocks: NVDA, AAPL, SPEM, FAX, MSFT, ROP, AMZN, MDT, SBUX, GBTC.
- Sold out of its positions in AKAM, ALE, BAX, BIT, AI, CVS, CTVA, DHC, ETO, WIRE.
- Winch Advisory Services was a net seller of stock by $-185k.
- Winch Advisory Services has $362M in assets under management (AUM), dropping by 3.41%.
- Central Index Key (CIK): 0001585822
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Portfolio Holdings for Winch Advisory Services
Winch Advisory Services holds 469 positions in its portfolio as reported in the September 2024 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) | 10.9 | $40M | 564k | 70.06 |
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| Apple (AAPL) | 7.8 | $28M | -2% | 122k | 233.00 |
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| NVIDIA Corporation (NVDA) | 7.7 | $28M | -3% | 229k | 121.44 |
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| Vanguard Intermediate Term Corp Bond Etf Etf (VCIT) | 5.3 | $19M | 228k | 83.75 |
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| Microsoft Corporation (MSFT) | 5.1 | $18M | 43k | 430.30 |
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| Vanguard Short Term Treasury Etf Etf (VGSH) | 4.9 | $18M | 300k | 59.02 |
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| Invesco Qqq Etf Etf (QQQ) | 4.7 | $17M | 35k | 488.07 |
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| Amazon (AMZN) | 4.5 | $16M | 88k | 186.33 |
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| Capital Group Fixed Income U S Multi Sector Income Etf Etf (CGMS) | 4.4 | $16M | 574k | 27.84 |
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| Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) | 4.2 | $15M | 166k | 91.81 |
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| Ishares Short Treasury Bond Etf Etf (SHV) | 3.6 | $13M | 117k | 110.63 |
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| Berkshire Hathaway (BRK.B) | 3.3 | $12M | 26k | 460.25 |
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| Alphabet Inc Class C cs (GOOG) | 3.0 | $11M | 65k | 167.19 |
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| Visa (V) | 1.5 | $5.4M | 20k | 274.94 |
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| Stryker Corporation (SYK) | 1.5 | $5.3M | 15k | 361.25 |
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| JPMorgan Chase & Co. (JPM) | 1.4 | $5.1M | 24k | 210.86 |
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| Facebook Inc cl a (META) | 1.2 | $4.2M | 7.3k | 572.45 |
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| Netflix (NFLX) | 1.1 | $4.0M | -2% | 5.7k | 709.30 |
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| Goldman Sachs Physical Gold Etf Etf (AAAU) | 1.1 | $3.9M | -2% | 148k | 26.02 |
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| Spdr S&p 500 Etf Etf (SPY) | 1.0 | $3.6M | +5% | 6.3k | 573.77 |
|
| Ishares 1-3 Yr Treasury Bond Etf Etf (SHY) | 1.0 | $3.5M | -2% | 42k | 83.15 |
|
| salesforce (CRM) | 1.0 | $3.5M | 13k | 273.71 |
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| Vanguard Total Stock Market Etf Etf (VTI) | 0.9 | $3.3M | +3% | 12k | 283.17 |
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| Marvell Technology (MRVL) | 0.9 | $3.2M | 45k | 72.12 |
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| Adobe Systems Incorporated (ADBE) | 0.9 | $3.1M | 6.0k | 517.77 |
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| Costco Wholesale Corporation (COST) | 0.8 | $2.8M | +5% | 3.2k | 886.60 |
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| Spdr Portfolio Emerging Markets Etf Etf (SPEM) | 0.8 | $2.8M | -8% | 68k | 41.28 |
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| Citigroup (C) | 0.6 | $2.3M | 37k | 62.60 |
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| Coca-Cola Company (KO) | 0.6 | $2.0M | 28k | 71.86 |
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| Walt Disney Company (DIS) | 0.5 | $1.7M | 18k | 96.19 |
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| Spdr Portfolio Intermediate Term Corp Bond Etf Etf (SPIB) | 0.5 | $1.7M | +3% | 50k | 33.71 |
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| MasterCard Incorporated (MA) | 0.4 | $1.6M | 3.2k | 493.79 |
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| Spdr Portfolio Aggregate Bond Etf Etf (SPAB) | 0.4 | $1.5M | +4% | 59k | 26.14 |
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| Verizon Communications (VZ) | 0.4 | $1.5M | +3% | 34k | 44.91 |
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| Texas Instruments Incorporated (TXN) | 0.4 | $1.5M | 7.3k | 206.58 |
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| Honeywell International (HON) | 0.4 | $1.5M | -3% | 7.2k | 206.72 |
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| Raytheon Technologies Corp (RTX) | 0.4 | $1.4M | 12k | 121.16 |
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| Paypal Holdings (PYPL) | 0.4 | $1.3M | -2% | 17k | 78.03 |
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| Goldman Sachs Access Treasury 0-1yr Etf Pricing Basket Etf (GBIL) | 0.4 | $1.3M | +345% | 13k | 100.29 |
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| Tesla Motors (TSLA) | 0.4 | $1.3M | 4.8k | 261.63 |
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| Nike (NKE) | 0.3 | $1.2M | 14k | 88.40 |
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| eBay (EBAY) | 0.3 | $1.2M | -2% | 19k | 65.11 |
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| Procter & Gamble Company (PG) | 0.3 | $1.2M | +2% | 6.9k | 173.20 |
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| Starbucks Corporation (SBUX) | 0.3 | $1.1M | -9% | 12k | 97.49 |
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| Northrop Grumman Corporation (NOC) | 0.3 | $1.0M | 1.9k | 528.02 |
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| Ishares Broad Usd High Yield Corporate Bd Etf Etf (USHY) | 0.3 | $934k | +11% | 25k | 37.65 |
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| Wal-Mart Stores (WMT) | 0.2 | $839k | 10k | 80.75 |
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| Chevron Corporation (CVX) | 0.2 | $823k | +6% | 5.6k | 147.27 |
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| Vanguard Short Term Corp Bond Etf Etf (VCSH) | 0.2 | $820k | -5% | 10k | 79.42 |
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| Medtronic (MDT) | 0.2 | $808k | -14% | 9.0k | 90.03 |
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| Spdr Portfolio Short Term Treasury Etf Etf (SPTS) | 0.2 | $791k | -5% | 27k | 29.41 |
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| Wec Energy Group (WEC) | 0.2 | $725k | 7.5k | 96.18 |
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| Alphabet Inc Class A cs (GOOGL) | 0.2 | $718k | 4.3k | 165.86 |
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| Vanguard Growth Etf Etf (VUG) | 0.2 | $675k | +78% | 1.8k | 383.91 |
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| Vaneck Semiconductor Etf Etf (SMH) | 0.2 | $650k | 2.6k | 245.40 |
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| Vanguard Intermediate Term Treasury Index Etf Etf (VGIT) | 0.2 | $629k | 10k | 60.42 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $588k | 5.0k | 117.21 |
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| Wisdomtree Yield Enhanced Us Aggregate Bd Fd Etf Etf (AGGY) | 0.2 | $568k | +4% | 13k | 44.71 |
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| Ishares Gold Trust Etf (IAU) | 0.2 | $556k | 11k | 49.70 |
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| Vanguard Health Care Etf Etf (VHT) | 0.2 | $544k | 1.9k | 282.21 |
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| Spdr Gold Trust Gold Shares Etf (GLD) | 0.1 | $540k | 2.2k | 243.06 |
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| 3M Company (MMM) | 0.1 | $487k | 3.6k | 136.70 |
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| Vanguard Financials Etf Etf (VFH) | 0.1 | $486k | 4.4k | 109.90 |
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| Wisdomtree Yield Enhanced U S Short Term Aggregate Bd Etf Etf (SHAG) | 0.1 | $482k | -2% | 10k | 47.98 |
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| Johnson & Johnson (JNJ) | 0.1 | $472k | -6% | 2.9k | 162.07 |
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| Pfizer (PFE) | 0.1 | $469k | -8% | 16k | 28.94 |
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| Roper Industries (ROP) | 0.1 | $466k | -26% | 837.00 | 556.63 |
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| KLA-Tencor Corporation (KLAC) | 0.1 | $458k | 591.00 | 774.92 |
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| Vanguard Materials Etf Etf (VAW) | 0.1 | $386k | 1.8k | 211.44 |
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| McDonald's Corporation (MCD) | 0.1 | $381k | -2% | 1.3k | 304.57 |
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| Deere & Company (DE) | 0.1 | $370k | 887.00 | 417.11 |
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| UnitedHealth (UNH) | 0.1 | $365k | +2% | 624.00 | 585.08 |
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| BP (BP) | 0.1 | $338k | 11k | 31.39 |
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| Jpmorgan Equity Premium Income Etf Etf (JEPI) | 0.1 | $324k | +2% | 5.4k | 59.51 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $307k | 526.00 | 584.06 |
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| Spdr Ssga Ultra Short Term Bond Etf Etf (ULST) | 0.1 | $285k | 7.0k | 40.78 |
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| Vanguard Industrials Etf Etf (VIS) | 0.1 | $284k | 1.1k | 259.97 |
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| Industries N shs - a - (LYB) | 0.1 | $280k | 2.9k | 95.90 |
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| At&t (T) | 0.1 | $278k | -3% | 13k | 22.00 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $243k | 1.7k | 142.24 |
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| Spdr Portfolio S&p 500 Value Etf Etf (SPYV) | 0.1 | $243k | +3% | 4.6k | 52.86 |
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| Waste Management (WM) | 0.1 | $239k | +4% | 1.2k | 207.61 |
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| Advanced Micro Devices (AMD) | 0.1 | $227k | +63% | 1.4k | 164.08 |
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| Taiwan Semiconductor Mfg (TSM) | 0.1 | $223k | +5% | 1.3k | 173.66 |
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| Dow (DOW) | 0.1 | $212k | +4% | 3.9k | 54.63 |
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| Vanguard Value Etf Etf (VTV) | 0.1 | $205k | +25% | 1.2k | 174.57 |
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| Vanguard High Dividend Yield Etf Etf (VYM) | 0.1 | $205k | 1.6k | 128.18 |
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| Exchange Traded Concepts Trust Robo Global Robotics&automation Etf Etf (ROBO) | 0.1 | $201k | 3.5k | 57.07 |
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| Asml Holding (ASML) | 0.1 | $201k | +48% | 241.00 | 834.97 |
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| Lam Research Corporation (LRCX) | 0.1 | $201k | 246.00 | 815.89 |
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| Ford Motor Company (F) | 0.1 | $194k | +6% | 18k | 10.56 |
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| Sector Technology Select Sector Spdr Etf Etf (XLK) | 0.1 | $191k | 847.00 | 225.69 |
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| Etfs American Conservative Values Etf Etf (ACVF) | 0.1 | $189k | 4.3k | 43.65 |
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| Nextera Energy (NEE) | 0.0 | $171k | +8% | 2.0k | 84.54 |
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| Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $165k | 3.3k | 49.92 |
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| Valvoline Inc Common (VVV) | 0.0 | $164k | +87% | 3.9k | 41.85 |
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| Sector Energy Select Sector Spdr Etf Etf (XLE) | 0.0 | $164k | 1.9k | 87.81 |
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| Spdr Dow Jones Industrial Average Etf Etf (DIA) | 0.0 | $163k | 386.00 | 423.41 |
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| Global X Robotics & Artificial Intelligence Etf Etf (BOTZ) | 0.0 | $162k | +4% | 5.0k | 32.15 |
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| Abbvie (ABBV) | 0.0 | $157k | +15% | 797.00 | 197.39 |
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| Amcor (AMCR) | 0.0 | $156k | 14k | 11.33 |
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| Pepsi (PEP) | 0.0 | $154k | 905.00 | 170.09 |
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| Valero Energy Corporation (VLO) | 0.0 | $147k | 1.1k | 135.02 |
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| Ishares U S Aerospace & Defense Etf Etf (ITA) | 0.0 | $143k | 955.00 | 149.69 |
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| ConocoPhillips (COP) | 0.0 | $128k | 1.2k | 105.28 |
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| Fidelity National Information Services (FIS) | 0.0 | $126k | 1.5k | 83.75 |
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| Vanguard S&p 500 Index Etf Etf (VOO) | 0.0 | $121k | +1808% | 229.00 | 527.67 |
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| Cheniere Energy (LNG) | 0.0 | $116k | 642.00 | 179.85 |
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| Ishares Russell 2000 Etf Etf (IWM) | 0.0 | $110k | 498.00 | 220.81 |
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| Huntington Bancshares Incorporated (HBAN) | 0.0 | $109k | 7.4k | 14.70 |
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| Ishares Bitcoin Trust Etf Etf (IBIT) | 0.0 | $107k | NEW | 3.0k | 36.13 |
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| Ishares Biotechnology Etf Etf (IBB) | 0.0 | $104k | 716.00 | 145.58 |
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| Wells Fargo & Company (WFC) | 0.0 | $103k | 1.8k | 56.49 |
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| Capital Group Dividend Value Etf Etf (CGDV) | 0.0 | $101k | 2.8k | 36.44 |
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| Altria (MO) | 0.0 | $100k | +2% | 2.0k | 51.03 |
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| Broadcom (AVGO) | 0.0 | $99k | +901% | 571.00 | 172.50 |
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| EOG Resources (EOG) | 0.0 | $98k | 800.00 | 122.91 |
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| Ashland (ASH) | 0.0 | $98k | +59% | 1.1k | 87.01 |
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| Qualcomm (QCOM) | 0.0 | $97k | 570.00 | 170.03 |
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| Select Sector Communication Services Select Sector Spdr Etf Etf (XLC) | 0.0 | $95k | 1.1k | 90.38 |
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| Ishares Core U S Aggregate Bond Etf Etf (AGG) | 0.0 | $93k | +5% | 914.00 | 101.28 |
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| Aberdeen Physical Precious Metals Basket Shs Etf Etf (GLTR) | 0.0 | $91k | 802.00 | 113.29 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $89k | +96% | 545.00 | 163.05 |
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| Sector Financial Select Sector Spdr Etf Etf (XLF) | 0.0 | $85k | 1.9k | 45.31 |
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| Metropcs Communications (TMUS) | 0.0 | $84k | 406.00 | 206.41 |
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| Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) | 0.0 | $81k | 972.00 | 82.97 |
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| Xcel Energy (XEL) | 0.0 | $77k | 1.2k | 65.30 |
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| Eli Lilly & Co. (LLY) | 0.0 | $73k | 82.00 | 885.94 |
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| Vanguard Dividend Appreciation Etf Etf (VIG) | 0.0 | $71k | 358.00 | 197.92 |
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| Jacobs Engineering Group (J) | 0.0 | $71k | 541.00 | 130.82 |
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| Dupont De Nemours (DD) | 0.0 | $70k | 788.00 | 89.10 |
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| Eaton (ETN) | 0.0 | $70k | 211.00 | 331.20 |
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| Agnc Invt Corp Com reit (AGNC) | 0.0 | $67k | +3% | 6.4k | 10.46 |
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| Kraft Heinz (KHC) | 0.0 | $67k | +6% | 1.9k | 35.11 |
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| Schwab Fdmntl Intl Equity Etf Etf (FNDF) | 0.0 | $65k | 1.7k | 37.36 |
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| Vanguard Ftse Emerging Markets Etf Etf (VWO) | 0.0 | $65k | 1.4k | 47.84 |
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| Cisco Systems (CSCO) | 0.0 | $65k | 1.2k | 53.21 |
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| Capital Group Fixed Core Plus Income Etf Etf (CGCP) | 0.0 | $65k | 2.8k | 23.12 |
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| Spdr Portfolio S&p 500 Etf Etf (SPLG) | 0.0 | $63k | 931.00 | 67.51 |
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| Bank of America Corporation (BAC) | 0.0 | $61k | -3% | 1.5k | 39.67 |
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| Boeing Company (BA) | 0.0 | $60k | 396.00 | 152.04 |
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| Key (KEY) | 0.0 | $60k | 3.6k | 16.75 |
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| Vanguard Mid Cap Etf Etf (VO) | 0.0 | $58k | 221.00 | 264.19 |
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| Ishares Core S&p Small Cap Etf Etf (IJR) | 0.0 | $58k | 496.00 | 117.06 |
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| Sector Healthcare Select Sector Spdr Etf Etf (XLV) | 0.0 | $56k | 364.00 | 154.17 |
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| Truist Financial Corp equities (TFC) | 0.0 | $54k | 1.3k | 42.76 |
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| Vanguard Mega Cap Growth Etf Etf (MGK) | 0.0 | $54k | 166.00 | 322.73 |
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| Jp Morgan Ultra Short Income Etf Etf (JPST) | 0.0 | $53k | 1.0k | 50.73 |
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| Select Utilities Select Sector Spdr Etf Etf (XLU) | 0.0 | $53k | +49% | 650.00 | 80.79 |
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| Principal Financial (PFG) | 0.0 | $52k | 609.00 | 85.95 |
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| Northern Lights Inspire 100 Etf Etf (BIBL) | 0.0 | $52k | 1.3k | 40.66 |
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| Ishares Silver Trust Etf (SLV) | 0.0 | $51k | -5% | 1.8k | 28.41 |
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| Capital Group Growth Etf Etf (CGGR) | 0.0 | $51k | 1.5k | 34.79 |
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| Ishares Core S&p U S Growth Etf Etf (IUSG) | 0.0 | $51k | 384.00 | 131.85 |
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| Spdr Tips Etf Etf (SPIP) | 0.0 | $50k | 1.9k | 26.29 |
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| Main Street Capital Corporation (MAIN) | 0.0 | $49k | 971.00 | 50.15 |
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| Nicolet Bankshares (NIC) | 0.0 | $49k | 507.00 | 95.57 |
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| Illinois Tool Works (ITW) | 0.0 | $48k | 182.00 | 262.41 |
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| Vanguard Small Cap Etf Etf (VB) | 0.0 | $47k | +30% | 198.00 | 237.66 |
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| United States Steel Corporation (X) | 0.0 | $47k | 1.3k | 35.32 |
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| Home Depot (HD) | 0.0 | $46k | 114.00 | 406.61 |
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| Spdr S&p Mid Cap 400 Etf Etf (MDY) | 0.0 | $45k | 79.00 | 569.66 |
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| Jp Morgan Nasdaq Equity Prem Income Etf Etf (JEPQ) | 0.0 | $43k | 774.00 | 54.93 |
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| Abrdn Asia Pacific Income Fund Fund (FAX) | 0.0 | $42k | -82% | 2.4k | 17.40 |
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| BlackRock (BLK) | 0.0 | $42k | 44.00 | 957.20 |
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| Motorola Solutions (MSI) | 0.0 | $42k | 94.00 | 447.67 |
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| Vanguard Total Intl Stock Index Fund Etf Etf (VXUS) | 0.0 | $42k | 645.00 | 64.76 |
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| Ishares U S Oil & Gas Exploration & Production Etf Etf (IEO) | 0.0 | $41k | 449.00 | 91.46 |
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| Johnson Controls International Plc equity (JCI) | 0.0 | $41k | 527.00 | 77.56 |
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| Merck & Co (MRK) | 0.0 | $41k | 358.00 | 113.71 |
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| Spdr S&p Regional Banking Etf Etf (KRE) | 0.0 | $41k | 717.00 | 56.61 |
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| Capital Group Core Equity Etf Etf (CGUS) | 0.0 | $41k | 1.2k | 34.29 |
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| Vanguard Esg U S Stock Etf Etf (ESGV) | 0.0 | $39k | 387.00 | 101.65 |
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| Vaneck Steel Etf Etf (SLX) | 0.0 | $39k | 557.00 | 70.40 |
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| Delta Air Lines (DAL) | 0.0 | $39k | 770.00 | 50.81 |
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| Philip Morris International (PM) | 0.0 | $39k | 317.00 | 121.40 |
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| Schneider National Inc cl b (SNDR) | 0.0 | $38k | 1.3k | 28.55 |
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| Global X U S Infrastructure Development Etf Etf (PAVE) | 0.0 | $38k | 921.00 | 41.17 |
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| Target Corporation (TGT) | 0.0 | $37k | 238.00 | 156.12 |
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| Vanguard Short Term Inflation Protected Securities Etf Etf (VTIP) | 0.0 | $37k | 747.00 | 49.31 |
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| Hp (HPQ) | 0.0 | $36k | 990.00 | 35.88 |
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| Sector Materials Select Sector Spdr Etf Etf (XLB) | 0.0 | $35k | 359.00 | 96.45 |
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| Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD) | 0.0 | $34k | 629.00 | 54.66 |
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| Vanguard Mid Cap Growth Etf Etf (VOT) | 0.0 | $34k | 139.00 | 242.83 |
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| First Trust Cloud Computing Index Etf Etf (SKYY) | 0.0 | $32k | 314.00 | 102.10 |
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| Bank Of Montreal Cadcom (BMO) | 0.0 | $32k | 350.00 | 90.20 |
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| Public Storage (PSA) | 0.0 | $32k | 87.00 | 361.95 |
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| General Dynamics Corporation (GD) | 0.0 | $31k | 103.00 | 301.89 |
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| InvenTrust Properties Corp (IVT) | 0.0 | $31k | 1.1k | 28.36 |
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| Spdr Portfolio Short Term Corp Bond Etf Etf (SPSB) | 0.0 | $31k | 1.0k | 30.29 |
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| Spdr Series Trust S&p Metals & Mining Etf Etf (XME) | 0.0 | $30k | 477.00 | 63.75 |
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| Ishares Russell 1000 Etf Etf (IWB) | 0.0 | $30k | NEW | 96.00 | 315.47 |
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| Invesco Nasdaq Next Gen 100 Etf Etf (QQQJ) | 0.0 | $30k | 974.00 | 30.36 |
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| Spdr Series Trust S&p Homebuilders Etf Etf (XHB) | 0.0 | $29k | 236.00 | 124.78 |
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| FedEx Corporation (FDX) | 0.0 | $29k | 106.00 | 274.37 |
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| Plexus (PLXS) | 0.0 | $27k | 200.00 | 136.71 |
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| Cummins (CMI) | 0.0 | $26k | 81.00 | 324.75 |
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| Rio Tinto (RIO) | 0.0 | $26k | NEW | 359.00 | 71.12 |
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| Consumer Discretionary Select Sector Spdr Etf Etf (XLY) | 0.0 | $25k | 127.00 | 200.13 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $25k | 40.00 | 620.52 |
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| Spdr Ssga Global Allocation Etf Etf (GAL) | 0.0 | $25k | 544.00 | 45.55 |
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| Solventum Corp (SOLV) | 0.0 | $24k | -60% | 350.00 | 69.72 |
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| Kinder Morgan (KMI) | 0.0 | $24k | 1.1k | 22.09 |
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| Capital Group Intl Focus Equity Etf Etf (CGXU) | 0.0 | $24k | 896.00 | 26.98 |
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| Bay (BCML) | 0.0 | $24k | 1.0k | 23.72 |
|
|
| Heartland Financial USA (HTLF) | 0.0 | $24k | 421.00 | 56.70 |
|
|
| Hancock John Preferred Income Fund Ii Fund (HPF) | 0.0 | $23k | +2% | 1.2k | 18.65 |
|
| Viatris (VTRS) | 0.0 | $23k | 2.0k | 11.61 |
|
|
| Industrial Select Sector Spdr Etf Etf (XLI) | 0.0 | $23k | 167.00 | 135.22 |
|
|
| Cleveland-cliffs (CLF) | 0.0 | $23k | 1.8k | 12.77 |
|
|
| Southwest Airlines (LUV) | 0.0 | $22k | 747.00 | 29.64 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $22k | 213.00 | 103.87 |
|
|
| United Parcel Service (UPS) | 0.0 | $22k | -4% | 162.00 | 136.55 |
|
| Intel Corporation (INTC) | 0.0 | $22k | +39% | 915.00 | 23.47 |
|
| Ishares Msci Acwi Etf Etf (ACWI) | 0.0 | $21k | 178.00 | 119.67 |
|
|
| Lowe's Companies (LOW) | 0.0 | $21k | 78.00 | 269.14 |
|
|
| Ishares 7-10yr Treasury Bond Etf Etf (IEF) | 0.0 | $20k | NEW | 204.00 | 97.93 |
|
| Ark Innovation Etf Etf (ARKK) | 0.0 | $20k | 420.00 | 47.53 |
|
|
| Global X Cybersecurity Etf Etf (BUG) | 0.0 | $20k | 641.00 | 30.95 |
|
|
| Southern Company (SO) | 0.0 | $19k | 216.00 | 90.02 |
|
|
| Marathon Oil Corporation (MRO) | 0.0 | $18k | +195% | 673.00 | 26.62 |
|
| International Business Machines (IBM) | 0.0 | $18k | 80.00 | 222.20 |
|
|
| Amentum Holdings | 0.0 | $17k | NEW | 540.00 | 32.25 |
|
| Olin Corporation (OLN) | 0.0 | $17k | 350.00 | 48.01 |
|
|
| Vanguard Information Technology Etf Etf (VGT) | 0.0 | $17k | 29.00 | 577.24 |
|
|
| Oracle Corporation (ORCL) | 0.0 | $17k | 97.00 | 170.98 |
|
|
| Alibaba Group Holding (BABA) | 0.0 | $16k | 155.00 | 105.86 |
|
|
| Zimmer Holdings (ZBH) | 0.0 | $16k | 150.00 | 107.95 |
|
|
| Vanguard Total World Stock Etf Etf (VT) | 0.0 | $16k | 135.00 | 119.37 |
|
|
| Harley-Davidson (HOG) | 0.0 | $16k | 414.00 | 38.57 |
|
|
| Oshkosh Corporation (OSK) | 0.0 | $15k | 152.00 | 100.45 |
|
|
| First Trust Consumer Staples Alphadex Etf Etf (FXG) | 0.0 | $15k | 215.00 | 68.21 |
|
|
| Vanguard Energy Etf Etf (VDE) | 0.0 | $15k | 119.00 | 122.75 |
|
|
| Blackrock Utilities Infrastructure & Power Opportunities Trust Fund (BUI) | 0.0 | $15k | 584.00 | 24.83 |
|
|
| Wisdomtree Intl Equity Fund Etf Etf (DWM) | 0.0 | $15k | NEW | 251.00 | 57.62 |
|
| Yum! Brands (YUM) | 0.0 | $14k | 103.00 | 139.41 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $14k | 93.00 | 152.85 |
|
|
| Timothy Plan U S Large Mid Cap Core Etf Etf (TPLC) | 0.0 | $14k | 323.00 | 44.00 |
|
|
| Nucor Corporation (NUE) | 0.0 | $14k | 92.00 | 150.89 |
|
|
| Honda Motor (HMC) | 0.0 | $14k | 431.00 | 31.74 |
|
|
| Air Products & Chemicals (APD) | 0.0 | $14k | 46.00 | 296.07 |
|
|
| On Hldg (ONON) | 0.0 | $14k | 271.00 | 50.15 |
|
|
| Etf Solutions Point Bridge America First Etf Etf (MAGA) | 0.0 | $14k | 277.00 | 49.04 |
|
|
| Baker Hughes A Ge Company (BKR) | 0.0 | $14k | 374.00 | 36.13 |
|
|
| Constellation Brands (STZ) | 0.0 | $14k | 52.00 | 259.33 |
|
|
| TJX Companies (TJX) | 0.0 | $13k | 110.00 | 117.97 |
|
|
| Dover Corporation (DOV) | 0.0 | $13k | 66.00 | 192.35 |
|
|
| International Paper Company (IP) | 0.0 | $12k | NEW | 252.00 | 48.92 |
|
| Dominion Resources (D) | 0.0 | $12k | 213.00 | 57.79 |
|
|
| Carnival Corporation (CCL) | 0.0 | $12k | 652.00 | 18.48 |
|
|
| Chipotle Mexican Grill (CMG) | 0.0 | $12k | -30% | 209.00 | 57.62 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $12k | -63% | 92.00 | 128.66 |
|
| Ishares Preferred & Income Secs Etf Etf (PFF) | 0.0 | $12k | 347.00 | 33.25 |
|
|
| Diamondback Energy (FANG) | 0.0 | $11k | 66.00 | 172.56 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $11k | 33.00 | 341.79 |
|
|
| Gilead Sciences (GILD) | 0.0 | $11k | 130.00 | 84.13 |
|
|
| Devon Energy Corporation (DVN) | 0.0 | $11k | -15% | 279.00 | 39.08 |
|
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.0 | $11k | 105.00 | 100.67 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $11k | 162.00 | 64.96 |
|
|
| Enbridge (ENB) | 0.0 | $11k | 259.00 | 40.62 |
|
|
| Kroger (KR) | 0.0 | $10k | 182.00 | 57.33 |
|
|
| Haleon Plc Spon Ads (HLN) | 0.0 | $10k | 972.00 | 10.58 |
|
|
| Caterpillar (CAT) | 0.0 | $10k | +4% | 26.00 | 384.31 |
|
| Prudential Financial (PRU) | 0.0 | $9.8k | 81.00 | 120.46 |
|
|
| FirstEnergy (FE) | 0.0 | $9.7k | 219.00 | 44.39 |
|
|
| Schlumberger (SLB) | 0.0 | $9.5k | 227.00 | 42.04 |
|
|
| McCormick & Company, Incorporated (MKC) | 0.0 | $9.5k | 115.00 | 82.30 |
|
|
| Fidelity Covington Tr Disruptors Etf Etf (FDIF) | 0.0 | $9.3k | 308.00 | 30.34 |
|
|
| Northern Lights Inspire Intl Etf Etf (WWJD) | 0.0 | $9.3k | 287.00 | 32.31 |
|
|
| Northern Lights Inspire Global Hope Etf Etf (BLES) | 0.0 | $9.1k | 231.00 | 39.57 |
|
|
| Applied Materials (AMAT) | 0.0 | $9.0k | 44.00 | 204.32 |
|
|
| AFLAC Incorporated (AFL) | 0.0 | $8.9k | 80.00 | 111.11 |
|
|
| Northern Lights Inspire Small/mid Cap Etf Etf (ISMD) | 0.0 | $8.8k | 233.00 | 37.84 |
|
|
| British American Tobac (BTI) | 0.0 | $8.8k | +2% | 240.00 | 36.60 |
|
| Ishares Msci Canada Etf Etf (EWC) | 0.0 | $8.8k | 211.00 | 41.60 |
|
|
| Global X Copper Miners Etf Etf (COPX) | 0.0 | $8.7k | 184.00 | 47.26 |
|
|
| Ishares Msci Mexico Etf Etf (EWW) | 0.0 | $8.6k | 161.00 | 53.61 |
|
|
| Amplify Tr Mobile Payments Etf Etf (IPAY) | 0.0 | $8.5k | 163.00 | 52.27 |
|
|
| Duke Energy (DUK) | 0.0 | $8.4k | 73.00 | 115.32 |
|
|
| Skyworks Solutions (SWKS) | 0.0 | $8.4k | 85.00 | 98.44 |
|
|
| Nu Hldgs Ltd Ord Shs Cl A (NU) | 0.0 | $8.2k | 600.00 | 13.65 |
|
|
| Chscp 7 7/8 12/31/49 (CHSCO) | 0.0 | $8.2k | NEW | 305.00 | 26.81 |
|
| Franklin Intl Core Dividend Tilt Index Etf Etf (DIVI) | 0.0 | $8.2k | 246.00 | 33.16 |
|
|
| Maplebear (CART) | 0.0 | $8.0k | 196.00 | 40.74 |
|
|
| Edwards Lifesciences (EW) | 0.0 | $7.9k | 120.00 | 65.99 |
|
|
| Comcast Corporation (CMCSA) | 0.0 | $7.8k | 186.00 | 41.77 |
|
|
| Arcadium Lithium (ALTM) | 0.0 | $7.6k | 2.7k | 2.85 |
|
|
| Ameriprise Financial (AMP) | 0.0 | $7.5k | -38% | 16.00 | 469.75 |
|
| Badger Meter (BMI) | 0.0 | $7.4k | 34.00 | 218.41 |
|
|
| Garmin (GRMN) | 0.0 | $7.1k | +2% | 41.00 | 174.12 |
|
| Ubs Group (UBS) | 0.0 | $7.0k | 227.00 | 30.93 |
|
|
| EXACT Sciences Corporation (EXAS) | 0.0 | $7.0k | 103.00 | 68.12 |
|
|
| Cyberark Software (CYBR) | 0.0 | $7.0k | 24.00 | 291.62 |
|
|
| Ishares Global Energy Etf Etf (IXC) | 0.0 | $6.8k | 169.00 | 40.46 |
|
|
| CenterPoint Energy (CNP) | 0.0 | $6.8k | 232.00 | 29.47 |
|
|
| Airbnb (ABNB) | 0.0 | $6.3k | 50.00 | 126.82 |
|
|
| International Flavors & Fragrances (IFF) | 0.0 | $6.2k | 59.00 | 105.81 |
|
|
| Sanofi-Aventis SA (SNY) | 0.0 | $5.9k | 103.00 | 57.65 |
|
|
| Cresco Labs (CRLBF) | 0.0 | $5.9k | NEW | 3.5k | 1.67 |
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $5.9k | 114.00 | 51.46 |
|
|
| Abbott Laboratories (ABT) | 0.0 | $5.8k | 51.00 | 114.37 |
|
|
| Vistaoutdoor (VSTO) | 0.0 | $5.7k | 145.00 | 39.18 |
|
|
| Ishares Russell 1000 Growth Etf Etf (IWF) | 0.0 | $5.6k | 15.00 | 375.40 |
|
|
| IPG Photonics Corporation (IPGP) | 0.0 | $5.6k | 75.00 | 74.32 |
|
|
| Invesco S&p Midcap Quality Etf Etf (XMHQ) | 0.0 | $5.5k | 54.00 | 102.57 |
|
|
| American Express Company (AXP) | 0.0 | $5.5k | 20.00 | 275.30 |
|
|
| Yum China Holdings (YUMC) | 0.0 | $5.4k | 120.00 | 44.88 |
|
|
| W.W. Grainger (GWW) | 0.0 | $5.3k | 5.00 | 1066.20 |
|
|
| Tencent Holdings Ltd - (TCEHY) | 0.0 | $5.3k | 96.00 | 55.22 |
|
|
| Alliant Energy Corporation (LNT) | 0.0 | $5.3k | 87.00 | 60.72 |
|
|
| B&G Foods (BGS) | 0.0 | $5.2k | +2% | 590.00 | 8.88 |
|
| Everest Re Group (EG) | 0.0 | $5.1k | 13.00 | 391.85 |
|
|
| Synopsys (SNPS) | 0.0 | $5.1k | 10.00 | 506.40 |
|
|
| X Trackers Msci Eafe Hedged Equity Etf Etf (DBEF) | 0.0 | $5.0k | 120.00 | 42.02 |
|
|
| Albemarle Corporation (ALB) | 0.0 | $4.8k | 51.00 | 94.84 |
|
|
| FactSet Research Systems (FDS) | 0.0 | $4.7k | 10.00 | 470.30 |
|
|
| Sherwin-Williams Company (SHW) | 0.0 | $4.7k | 12.00 | 390.58 |
|
|
| Williams Companies (WMB) | 0.0 | $4.6k | NEW | 101.00 | 45.67 |
|
| Barrick Gold Corp (GOLD) | 0.0 | $4.5k | 228.00 | 19.86 |
|
|
| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.0 | $4.5k | 68.00 | 66.29 |
|
|
| Micron Technology (MU) | 0.0 | $4.5k | 43.00 | 103.72 |
|
|
| Seagate Technology (STX) | 0.0 | $4.3k | 39.00 | 110.69 |
|
|
| CECO Environmental (CECO) | 0.0 | $4.2k | 150.00 | 28.20 |
|
|
| Pbf Energy Inc cl a (PBF) | 0.0 | $4.2k | 135.00 | 30.96 |
|
|
| NVE Corporation (NVEC) | 0.0 | $4.0k | NEW | 51.00 | 79.24 |
|
| Becton, Dickinson and (BDX) | 0.0 | $4.0k | 17.00 | 235.53 |
|
|
| Walgreen Boots Alliance (WBA) | 0.0 | $4.0k | +2% | 442.00 | 8.97 |
|
| Ecolab (ECL) | 0.0 | $3.9k | 15.00 | 262.40 |
|
|
| Smith & Wesson Brands (SWBI) | 0.0 | $3.9k | 301.00 | 12.98 |
|
|
| Bicycle Therapeutics (BCYC) | 0.0 | $3.9k | 172.00 | 22.63 |
|
|
| Sturm, Ruger & Company (RGR) | 0.0 | $3.9k | 92.00 | 41.86 |
|
|
| General Motors Company (GM) | 0.0 | $3.8k | 85.00 | 44.71 |
|
|
| MV Oil Trust (MVO) | 0.0 | $3.8k | NEW | 400.00 | 9.46 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $3.7k | 72.00 | 51.83 |
|
|
| Equinix (EQIX) | 0.0 | $3.7k | 4.00 | 932.50 |
|
|
| SYSCO Corporation (SYY) | 0.0 | $3.7k | +2% | 48.00 | 77.58 |
|
| Blackrock Short Duration Bond Etf Etf (NEAR) | 0.0 | $3.7k | 73.00 | 50.96 |
|
|
| Vanguard Ftse Europe Etf Etf (VGK) | 0.0 | $3.7k | 52.00 | 71.10 |
|
|
| Under Armour Inc Cl C (UA) | 0.0 | $3.7k | 440.00 | 8.36 |
|
|
| Danaher Corporation (DHR) | 0.0 | $3.6k | 13.00 | 280.62 |
|
|
| Calamos Convertible Opp & Inc Fund Shs Ben Int Fund (CHI) | 0.0 | $3.6k | NEW | 305.00 | 11.65 |
|
| Howmet Aerospace (HWM) | 0.0 | $3.5k | 35.00 | 101.06 |
|
|
| Anheuser-Busch InBev NV (BUD) | 0.0 | $3.5k | 52.00 | 66.85 |
|
|
| Vaneck Rare Earth Strategic Metals New Etf Etf (REMX) | 0.0 | $3.5k | 75.00 | 46.12 |
|
|
| Pacer U S Cash Cows 100 Etf Etf (COWZ) | 0.0 | $3.4k | 58.00 | 57.83 |
|
|
| AstraZeneca (AZN) | 0.0 | $3.4k | 43.00 | 77.98 |
|
|
| Analog Devices (ADI) | 0.0 | $3.3k | 14.00 | 237.43 |
|
|
| Highlands Reit Inc reit | 0.0 | $3.2k | 10k | 0.32 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $3.2k | +9% | 12.00 | 266.33 |
|
| Intercontinental Exchange (ICE) | 0.0 | $3.2k | 20.00 | 158.20 |
|
|
| Byd (BYDDY) | 0.0 | $3.1k | +2% | 44.00 | 70.59 |
|
| Biogen Idec (BIIB) | 0.0 | $3.1k | 16.00 | 193.81 |
|
|
| Snowflake Inc Cl A (SNOW) | 0.0 | $3.0k | -60% | 26.00 | 114.85 |
|
| Eversource Energy (ES) | 0.0 | $2.9k | +2% | 42.00 | 67.95 |
|
| Rumble Inc Com Cl A (RUM) | 0.0 | $2.8k | 530.00 | 5.36 |
|
|
| Te Connectivity Ltd for (TEL) | 0.0 | $2.8k | 19.00 | 149.47 |
|
|
| Schweitzer-Mauduit International (MATV) | 0.0 | $2.6k | 155.00 | 16.98 |
|
|
| Clorox Company (CLX) | 0.0 | $2.6k | 16.00 | 164.12 |
|
|
| Ishares Msci Emerging Markets Etf Etf (EEM) | 0.0 | $2.6k | 57.00 | 45.74 |
|
|
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.0 | $2.5k | NEW | 9.00 | 280.44 |
|
| Xiaomi Corporation (XIACF) | 0.0 | $2.4k | 860.00 | 2.84 |
|
|
| Kontoor Brands (KTB) | 0.0 | $2.4k | 30.00 | 81.43 |
|
|
| Western Union Company (WU) | 0.0 | $2.4k | NEW | 204.00 | 11.92 |
|
| T. Rowe Price (TROW) | 0.0 | $2.4k | 22.00 | 110.41 |
|
|
| Chipmos Technologies (IMOS) | 0.0 | $2.3k | NEW | 100.00 | 23.40 |
|
| Baidu (BIDU) | 0.0 | $2.3k | 22.00 | 105.27 |
|
|
| Wolfspeed (WOLF) | 0.0 | $2.3k | -6% | 238.00 | 9.70 |
|
| Vaneck Gold Miners Etf Etf (GDX) | 0.0 | $2.3k | 58.00 | 39.69 |
|
|
| Spdr Portfolio Developed World Ex-us Etf Etf (SPDW) | 0.0 | $2.3k | 61.00 | 37.26 |
|
|
| Pacer U S Small Cap Cash Cows 100 Etf Etf (CALF) | 0.0 | $2.2k | 48.00 | 46.52 |
|
|
| Rapid7 (RPD) | 0.0 | $2.2k | 55.00 | 39.89 |
|
|
| Sentinelone (S) | 0.0 | $2.2k | 90.00 | 23.92 |
|
|
| Team (TISI) | 0.0 | $2.1k | 140.00 | 15.25 |
|
|
| Knot Offshore Partners (KNOP) | 0.0 | $2.1k | NEW | 301.00 | 6.85 |
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $2.0k | NEW | 100.00 | 20.46 |
|
| U.S. Bancorp (USB) | 0.0 | $2.0k | -73% | 45.00 | 45.27 |
|
| Heron Therapeutics (HRTX) | 0.0 | $2.0k | 1.0k | 1.99 |
|
|
| Vaneck Jr Gold Miners Etf Etf (GDXJ) | 0.0 | $2.0k | 40.00 | 49.40 |
|
|
| Amplify Lithium & Battery Technology Etf Etf (BATT) | 0.0 | $2.0k | 203.00 | 9.66 |
|
|
| Autodesk (ADSK) | 0.0 | $1.9k | 7.00 | 275.43 |
|
|
| ON Semiconductor (ON) | 0.0 | $1.8k | 25.00 | 72.60 |
|
|
| Wendy's/arby's Group (WEN) | 0.0 | $1.8k | NEW | 101.00 | 17.59 |
|
| Brc Inc Com Cl A (BRCC) | 0.0 | $1.7k | 500.00 | 3.42 |
|
|
| First Trust Nasdaq Clean Edge Green Energy Index Etf Etf (QCLN) | 0.0 | $1.7k | -74% | 47.00 | 35.74 |
|
| Anglo American (NGLOY) | 0.0 | $1.6k | NEW | 100.00 | 16.21 |
|
| Halyard Health (AVNS) | 0.0 | $1.6k | 67.00 | 24.03 |
|
|
| Amplify Tr Alternative Harvest Etf Etf (MJ) | 0.0 | $1.5k | 453.00 | 3.31 |
|
|
| Waterstone Financial (WSBF) | 0.0 | $1.5k | NEW | 100.00 | 14.70 |
|
| Manitowoc Co Inc/the (MTW) | 0.0 | $1.5k | 152.00 | 9.62 |
|
|
| Rivian Automotive Inc Class A (RIVN) | 0.0 | $1.4k | 127.00 | 11.22 |
|
|
| Byd Company Ltd H Shares -sedo (BYDDF) | 0.0 | $1.4k | NEW | 40.00 | 35.58 |
|
| Ishares Msci South Africa Etf Etf (EZA) | 0.0 | $1.4k | 28.00 | 50.39 |
|
|
| Ishares Core Msci Eafe Etf Etf (IEFA) | 0.0 | $1.4k | NEW | 18.00 | 78.06 |
|
| EQT Corporation (EQT) | 0.0 | $1.3k | NEW | 35.00 | 36.83 |
|
| Clii (EVGO) | 0.0 | $1.2k | 278.00 | 4.14 |
|
|
| Ishares Russell Mid Cap Etf Etf (IWR) | 0.0 | $1.2k | NEW | 13.00 | 88.54 |
|
| General Electric (GE) | 0.0 | $1.1k | 6.00 | 190.33 |
|
|
| Great Wall Motor Company Limited Unsp Adr Ea Repr 10 Ord H (GWLLY) | 0.0 | $1.1k | 60.00 | 18.10 |
|
|
| Associated Banc- (ASB) | 0.0 | $1.1k | -81% | 50.00 | 21.58 |
|
| Peloton Interactive Inc cl a (PTON) | 0.0 | $936.000000 | 200.00 | 4.68 |
|
|
| Crrc Corp Ltd Ord | 0.0 | $898.940000 | 1.4k | 0.64 |
|
|
| Panasonic Hldgs Corp Adr Isin#us69832a3041 (PCRHY) | 0.0 | $897.998400 | 104.00 | 8.63 |
|
|
| Ishares Core Msci Total Intl Stock Etf Etf (IXUS) | 0.0 | $872.000400 | NEW | 12.00 | 72.67 |
|
| Cemex SAB de CV (CX) | 0.0 | $866.001200 | 142.00 | 6.10 |
|
|
| Infineon Technologies (IFNNY) | 0.0 | $843.000000 | 24.00 | 35.12 |
|
|
| Super Micro Computer Inc Com Usd0.001 | 0.0 | $833.000000 | NEW | 2.00 | 416.50 |
|
| Lumen Technologies (LUMN) | 0.0 | $833.004900 | 117.00 | 7.12 |
|
|
| Calamos Long Short Equity & Dynamic Income Trust Fund (CPZ) | 0.0 | $799.001700 | NEW | 51.00 | 15.67 |
|
| Nu Skin Enterprises (NUS) | 0.0 | $742.996400 | NEW | 101.00 | 7.36 |
|
| inTEST Corporation (INTT) | 0.0 | $730.000000 | NEW | 100.00 | 7.30 |
|
| Fuelcell Energy (FCEL) | 0.0 | $703.000000 | 1.9k | 0.38 |
|
|
| Quantumscape Corp (QS) | 0.0 | $672.995700 | 117.00 | 5.75 |
|
|
| Ishares Russell 2000 Value Etf Etf (IWN) | 0.0 | $671.000000 | NEW | 4.00 | 167.75 |
|
| Ishares Global Clean Energy Etf Etf (ICLN) | 0.0 | $651.002000 | 44.00 | 14.80 |
|
|
| Advanced Emissions (ARQ) | 0.0 | $587.000000 | NEW | 100.00 | 5.87 |
|
| Ishares Core 1-5 Year Usd Bond Etf Etf (ISTB) | 0.0 | $585.999600 | NEW | 12.00 | 48.83 |
|
| Ishares Core S&p 500 Etf Etf (IVV) | 0.0 | $579.000000 | NEW | 1.00 | 579.00 |
|
| Teladoc (TDOC) | 0.0 | $568.998800 | 62.00 | 9.18 |
|
|
| Manitex International (MNTX) | 0.0 | $563.000000 | NEW | 100.00 | 5.63 |
|
| Proshares K-1 Free Crude Oil Etf Etf (OILK) | 0.0 | $550.999800 | 13.00 | 42.38 |
|
|
| Digital World Acquisition Co Class A (DJT) | 0.0 | $545.999200 | 34.00 | 16.06 |
|
|
| PSQ Holdings (PSQH) | 0.0 | $541.002000 | 220.00 | 2.46 |
|
|
| Canadian Solar (CSIQ) | 0.0 | $503.001000 | 30.00 | 16.77 |
|
|
| Global X Lithium & Battery Tech Etf Etf (LIT) | 0.0 | $492.000300 | 11.00 | 44.73 |
|
|
| Moderna (MRNA) | 0.0 | $467.999700 | 7.00 | 66.86 |
|
|
| Ngl Energy Partners Lp Com Uni (NGL) | 0.0 | $450.000000 | NEW | 100.00 | 4.50 |
|
| Glatfelter (GLT) | 0.0 | $437.011200 | +69% | 243.00 | 1.80 |
|
| Alcoa (AA) | 0.0 | $436.000400 | 11.00 | 39.64 |
|
|
| Sprout Social Cl A Ord (SPT) | 0.0 | $377.999700 | 13.00 | 29.08 |
|
|
| Spotify Technology Sa (SPOT) | 0.0 | $369.000000 | 1.00 | 369.00 |
|
|
| Monogram Orthopaedics (MGRM) | 0.0 | $344.994000 | 130.00 | 2.65 |
|
|
| Xpeng (XPEV) | 0.0 | $341.000800 | 28.00 | 12.18 |
|
|
| Trump & Media Wts Exp 03/25/29 Technology Group Corp Warrant (DJTWW) | 0.0 | $331.001600 | 32.00 | 10.34 |
|
|
| Lightwave Logic Inc C ommon (LWLG) | 0.0 | $303.996000 | 110.00 | 2.76 |
|
|
| Ganfeng Lithium (GNENF) | 0.0 | $297.001400 | 106.00 | 2.80 |
|
|
| Warner Bros. Discovery (WBD) | 0.0 | $297.000000 | -46% | 36.00 | 8.25 |
|
| Sunny Optical Tech Grp (SOTGY) | 0.0 | $287.000000 | 4.00 | 71.75 |
|
|
| Brighthouse Finl (BHF) | 0.0 | $270.000000 | 6.00 | 45.00 |
|
|
| Ginkgo Bioworks Holdings (DNA) | 0.0 | $268.999500 | -97% | 33.00 | 8.15 |
|
| Snap Inc cl a (SNAP) | 0.0 | $268.000000 | 25.00 | 10.72 |
|
|
| Ark Fintech Innovation Etf Etf (ARKF) | 0.0 | $268.000200 | 9.00 | 29.78 |
|
|
| Ge Vernova (GEV) | 0.0 | $255.000000 | 1.00 | 255.00 |
|
|
| Ishares Core S&p Mid Cap Etf Etf (IJH) | 0.0 | $250.000000 | NEW | 4.00 | 62.50 |
|
| Hyliion Holdings Cl A Ord (HYLN) | 0.0 | $220.995900 | 89.00 | 2.48 |
|
|
| Ge Healthcare Technologies I (GEHC) | 0.0 | $188.000000 | 2.00 | 94.00 |
|
|
| Pluri (PLUR) | 0.0 | $157.001000 | 26.00 | 6.04 |
|
|
| Solarwindow Technologies (WNDW) | 0.0 | $139.989600 | 216.00 | 0.65 |
|
|
| Centerra Gold (CGAU) | 0.0 | $136.000100 | 19.00 | 7.16 |
|
|
| J.M. Smucker Company (SJM) | 0.0 | $130.000000 | -95% | 1.00 | 130.00 |
|
| Canopy Growth CORP (CGC) | 0.0 | $106.999200 | 22.00 | 4.86 |
|
|
| Amarin Corporation (AMRN) | 0.0 | $90.000000 | 144.00 | 0.62 |
|
|
| Tpi Composites (TPIC) | 0.0 | $85.999700 | 19.00 | 4.53 |
|
|
| Dnp Select Income Fund Fund (DNP) | 0.0 | $77.000000 | +14% | 8.00 | 9.62 |
|
| Container Store (TCS) | 0.0 | $55.999800 | -94% | 6.00 | 9.33 |
|
| Xwell (XWEL) | 0.0 | $43.000000 | NEW | 25.00 | 1.72 |
|
| Aurora Cannabis (ACB) | 0.0 | $24.000000 | 4.00 | 6.00 |
|
|
| Katapult Holdings (KPLT) | 0.0 | $10.000000 | 1.00 | 10.00 |
|
|
| Amc Entertainment (AMC) | 0.0 | $9.000000 | 2.00 | 4.50 |
|
|
| Maxeon Solar Technolog F (MAXN) | 0.0 | $3.000400 | 26.00 | 0.12 |
|
|
| LDK Solar | 0.0 | $0 | 50.00 | 0.00 |
|
|
| Avantair | 0.0 | $0 | 300.00 | 0.00 |
|
|
| Vertical Computer Systems | 0.0 | $0 | 1.9k | 0.00 |
|
|
| Sunpower (SPWRQ) | 0.0 | $0 | 52.00 | 0.00 |
|
|
| Cannabis Science | 0.0 | $0 | 4.8k | 0.00 |
|
|
| Yingli Green Energy Hldg | 0.0 | $0 | 225.00 | 0.00 |
|
|
| Cannabis Sativa (CBDS) | 0.0 | $0 | 93.00 | 0.00 |
|
|
| Cnnxf cannamerica brands corp (CNNXF) | 0.0 | $0 | 1.8k | 0.00 |
|
|
| Sharing Economy Intl (SEII) | 0.0 | $0 | 100.00 | 0.00 |
|
|
| Adamis Pharmaceuticals Corp (DMKPQ) | 0.0 | $0 | 1.00 | 0.00 |
|
Past Filings by Winch Advisory Services
SEC 13F filings are viewable for Winch Advisory Services going back to 2014
- Winch Advisory Services 2024 Q3 filed Oct. 21, 2024
- Winch Advisory Services 2024 Q2 filed July 31, 2024
- Winch Advisory Services 2024 Q1 filed May 14, 2024
- Winch Advisory Services 2023 Q4 filed Jan. 18, 2024
- Winch Advisory Services 2023 Q3 filed Nov. 6, 2023
- Winch Advisory Services 2023 Q2 filed Aug. 8, 2023
- Winch Advisory Services 2023 Q1 filed May 10, 2023
- Winch Advisory Services 2022 Q4 filed Jan. 26, 2023
- Winch Advisory Services 2022 Q3 filed Oct. 31, 2022
- Winch Advisory Services 2022 Q2 filed Aug. 12, 2022
- Winch Advisory Services 2022 Q1 filed April 26, 2022
- Winch Advisory Services 2021 Q4 filed Feb. 4, 2022
- Winch Advisory Services 2021 Q3 filed Nov. 10, 2021
- Winch Advisory Services 2021 Q2 filed Aug. 5, 2021
- Winch Advisory Services 2021 Q1 filed May 3, 2021
- Winch Advisory Services 2020 Q4 filed Feb. 9, 2021