Winch Advisory Services
Latest statistics and disclosures from Winch Advisory Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BIL, VGSH, SPTM, AAPL, MSFT, and represent 44.68% of Winch Advisory Services's stock portfolio.
- Added to shares of these 10 stocks: SPTM, VGSH, SPEM, QQQ, SHV, VZ, ACVF, BIL, VTI, VCSH.
- Started 14 new stock positions in AI, KRE, CGXU, KEY, CGUS, CGGR, BKR, TFC, USO, NSRGY. ADI, CGCP, CGDV, GEHC.
- Reduced shares in these 10 stocks: SPIP, VUSB, AAPL, SYK, SHY, VTIP, DIS, GBIL, NVDA, NKE.
- Sold out of its positions in Five Star Senior, SNSR, XLP, VUSB.
- Winch Advisory Services was a net buyer of stock by $278k.
- Winch Advisory Services has $258M in assets under management (AUM), dropping by 9.95%.
- Central Index Key (CIK): 0001585822
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Portfolio Holdings for Winch Advisory Services
Winch Advisory Services holds 459 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) | 10.7 | $28M | 301k | 91.82 |
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| Vanguard Short Term Treasury Etf Etf (VGSH) | 10.5 | $27M | +2% | 463k | 58.54 |
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| Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM) | 9.5 | $24M | +2% | 484k | 50.43 |
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| Apple (AAPL) | 8.8 | $23M | 138k | 164.90 |
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| Microsoft Corporation (MSFT) | 5.2 | $13M | 46k | 288.29 |
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| Ishares Short Treasury Bond Etf Etf (SHV) | 4.5 | $12M | +2% | 105k | 110.50 |
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| Amazon (AMZN) | 3.8 | $9.9M | 96k | 103.29 |
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| Invesco Qqq Etf Etf (QQQ) | 3.7 | $9.7M | +3% | 30k | 320.93 |
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| NVIDIA Corporation (NVDA) | 3.3 | $8.6M | 31k | 277.76 |
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| Berkshire Hathaway (BRK.B) | 3.1 | $7.9M | 26k | 308.76 |
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| Alphabet Inc Class C cs (GOOG) | 2.8 | $7.2M | 69k | 104.00 |
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| Goldman Sachs Access Treasury 0-1yr Etf Pricing Basket Etf (GBIL) | 2.2 | $5.7M | -2% | 57k | 100.15 |
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| Visa (V) | 1.9 | $4.8M | -2% | 22k | 225.44 |
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| Stryker Corporation (SYK) | 1.7 | $4.5M | -4% | 16k | 285.45 |
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| Ishares 1-3 Yr Treasury Bond Etf Etf (SHY) | 1.6 | $4.2M | -4% | 51k | 82.16 |
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| Ishares 0-3 Month Treasury Bond Etf Etf (SGOV) | 1.4 | $3.7M | 37k | 100.59 |
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| JPMorgan Chase & Co. (JPM) | 1.2 | $3.1M | 24k | 130.31 |
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| Spdr Portfolio Emerging Markets Etf Etf (SPEM) | 1.1 | $2.8M | +13% | 83k | 34.13 |
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| salesforce (CRM) | 1.0 | $2.6M | 13k | 199.80 |
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| Adobe Systems Incorporated (ADBE) | 0.9 | $2.4M | 6.1k | 385.32 |
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| Netflix (NFLX) | 0.8 | $2.1M | 6.2k | 345.49 |
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| Marvell Technology (MRVL) | 0.8 | $2.0M | -2% | 46k | 43.29 |
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| Walt Disney Company (DIS) | 0.7 | $1.9M | -8% | 19k | 100.12 |
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| Ishares Gold Trust Etf (IAU) | 0.7 | $1.9M | 50k | 37.37 |
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| Nike (NKE) | 0.7 | $1.7M | -6% | 14k | 122.65 |
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| Spdr S&p 500 Etf Etf (SPY) | 0.7 | $1.7M | -5% | 4.1k | 409.49 |
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| Citigroup (C) | 0.6 | $1.6M | +2% | 35k | 46.90 |
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| Spdr Gold Trust Gold Shares Etf (GLD) | 0.6 | $1.6M | 8.8k | 183.18 |
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| Facebook Inc cl a (META) | 0.6 | $1.5M | 7.2k | 211.95 |
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| Coca-Cola Company (KO) | 0.6 | $1.4M | 23k | 62.03 |
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| Costco Wholesale Corporation (COST) | 0.6 | $1.4M | 2.9k | 496.86 |
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| Texas Instruments Incorporated (TXN) | 0.5 | $1.4M | -2% | 7.4k | 185.97 |
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| Honeywell International (HON) | 0.5 | $1.3M | 6.9k | 191.12 |
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| MasterCard Incorporated (MA) | 0.5 | $1.3M | -4% | 3.6k | 363.38 |
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| Starbucks Corporation (SBUX) | 0.5 | $1.2M | -3% | 11k | 104.09 |
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| Vanguard Short Term Inflation Protected Securities Etf Etf (VTIP) | 0.4 | $1.1M | -16% | 22k | 47.84 |
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| Raytheon Technologies Corp (RTX) | 0.4 | $971k | -2% | 9.9k | 97.93 |
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| Paypal Holdings (PYPL) | 0.4 | $947k | -2% | 13k | 75.91 |
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| Northrop Grumman Corporation (NOC) | 0.3 | $840k | 1.8k | 461.54 |
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| Procter & Gamble Company (PG) | 0.3 | $833k | 5.6k | 148.64 |
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| Alibaba Group Holding (BABA) | 0.3 | $811k | 7.9k | 102.17 |
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| eBay (EBAY) | 0.3 | $797k | 18k | 44.37 |
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| Vanguard Short Term Corp Bond Etf Etf (VCSH) | 0.3 | $773k | +9% | 10k | 76.26 |
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| Medtronic (MDT) | 0.3 | $759k | +2% | 9.4k | 80.57 |
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| Vanguard Total Stock Market Etf Etf (VTI) | 0.3 | $752k | +12% | 3.7k | 204.18 |
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| Tesla Motors (TSLA) | 0.3 | $741k | +3% | 3.6k | 207.50 |
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| Verizon Communications (VZ) | 0.3 | $737k | +23% | 19k | 38.90 |
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| Spdr Portfolio Aggregate Bond Etf Etf (SPAB) | 0.3 | $716k | +4% | 28k | 25.79 |
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| Wec Energy Group (WEC) | 0.2 | $644k | 6.8k | 94.78 |
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| Roper Industries (ROP) | 0.2 | $580k | -4% | 1.3k | 440.39 |
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| Spdr Portfolio Intermediate Term Corp Bond Etf Etf (SPIB) | 0.2 | $566k | +4% | 17k | 32.51 |
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| Spdr Portfolio Short Term Treasury Etf Etf (SPTS) | 0.2 | $538k | +7% | 18k | 29.25 |
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| Vanguard Health Care Etf Etf (VHT) | 0.2 | $512k | 2.1k | 238.25 |
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| Spdr Tips Etf Etf (SPIP) | 0.2 | $456k | -43% | 17k | 26.68 |
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| Alphabet Inc Class A cs (GOOGL) | 0.2 | $448k | 4.3k | 103.70 |
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| Chevron Corporation (CVX) | 0.2 | $442k | +3% | 2.7k | 163.34 |
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| Wisdomtree Yield Enhanced U S Short Term Aggregate Bd Etf Etf (SHAG) | 0.2 | $414k | +5% | 8.8k | 47.13 |
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| Wal-Mart Stores (WMT) | 0.2 | $409k | 2.8k | 147.44 |
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| Pfizer (PFE) | 0.2 | $392k | +6% | 9.6k | 40.85 |
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| McDonald's Corporation (MCD) | 0.1 | $382k | 1.4k | 279.44 |
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| BP (BP) | 0.1 | $377k | -2% | 9.9k | 37.98 |
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| 3M Company (MMM) | 0.1 | $374k | 3.6k | 105.23 |
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| Vaneck Semiconductor Etf Etf (SMH) | 0.1 | $366k | 1.4k | 262.93 |
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| Vanguard Financials Etf Etf (VFH) | 0.1 | $355k | 4.6k | 77.90 |
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| Vanguard Materials Etf Etf (VAW) | 0.1 | $337k | 1.9k | 177.65 |
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| Ishares Ibonds Dec 2023 Term Treasury Etf Etf (IBTD) | 0.1 | $305k | -2% | 12k | 24.81 |
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| Johnson & Johnson (JNJ) | 0.1 | $304k | 2.0k | 155.10 |
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| At&t (T) | 0.1 | $290k | -3% | 15k | 19.23 |
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| Spdr Ssga Ultra Short Term Bond Etf Etf (ULST) | 0.1 | $286k | 7.1k | 40.30 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $282k | 2.6k | 109.60 |
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| Deere & Company (DE) | 0.1 | $262k | 634.00 | 413.25 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $251k | 1.9k | 134.22 |
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| KLA-Tencor Corporation (KLAC) | 0.1 | $240k | 602.00 | 398.67 |
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| Vanguard Industrials Etf Etf (VIS) | 0.1 | $220k | 1.2k | 190.15 |
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| Industries N shs - a - (LYB) | 0.1 | $199k | 2.1k | 94.00 |
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| Exchange Traded Concepts Trust Robo Global Robotics&automation Etf Etf (ROBO) | 0.1 | $193k | 3.5k | 54.71 |
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| Valero Energy Corporation (VLO) | 0.1 | $185k | -3% | 1.3k | 139.31 |
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| Wisdomtree Yield Enhanced Us Aggregate Bd Fd Etf Etf (AGGY) | 0.1 | $180k | +20% | 4.1k | 43.77 |
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| Sector Energy Select Sector Spdr Etf Etf (XLE) | 0.1 | $179k | +3% | 2.2k | 82.64 |
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| Ford Motor Company (F) | 0.1 | $170k | +3% | 14k | 12.57 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $168k | +8% | 356.00 | 471.91 |
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| ConocoPhillips (COP) | 0.1 | $165k | -4% | 1.7k | 99.04 |
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| Ishares Biotechnology Etf Etf (IBB) | 0.1 | $159k | -4% | 1.2k | 128.95 |
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| Pepsi (PEP) | 0.1 | $159k | +4% | 874.00 | 181.92 |
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| Waste Management (WM) | 0.1 | $152k | 931.00 | 163.27 |
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| Ishares Russell 2000 Etf Etf (IWM) | 0.1 | $147k | +32% | 824.00 | 178.40 |
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| UnitedHealth (UNH) | 0.1 | $147k | 310.00 | 474.19 |
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| Amcor (AMCR) | 0.1 | $147k | 13k | 11.38 |
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| Freeport-McMoRan Copper & Gold (FCX) | 0.1 | $133k | 3.2k | 40.96 |
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| Lam Research Corporation (LRCX) | 0.0 | $127k | 239.00 | 531.38 |
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| Spdr Dow Jones Industrial Average Etf Etf (DIA) | 0.0 | $126k | 380.00 | 331.58 |
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| Eastman Chemical Company (EMN) | 0.0 | $121k | 1.4k | 84.67 |
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| Vanguard High Dividend Yield Etf Etf (VYM) | 0.0 | $118k | 1.1k | 105.17 |
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| Taiwan Semiconductor Mfg (TSM) | 0.0 | $116k | +2% | 1.2k | 92.87 |
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| Etfs American Conservative Values Etf Etf (ACVF) | 0.0 | $116k | +894% | 3.7k | 31.52 |
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| Ishares U S Aerospace & Defense Etf Etf (ITA) | 0.0 | $115k | +21% | 1.0k | 114.66 |
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| Abbvie (ABBV) | 0.0 | $113k | -4% | 710.00 | 159.15 |
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| Dow (DOW) | 0.0 | $109k | 2.0k | 54.75 |
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| Global X Robotics & Artificial Intelligence Etf Etf (BOTZ) | 0.0 | $103k | 4.0k | 25.61 |
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| EOG Resources (EOG) | 0.0 | $99k | -5% | 865.00 | 114.45 |
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| Spdr Portfolio S&p 500 Value Etf Etf (SPYV) | 0.0 | $99k | 2.4k | 40.86 |
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| Spdr S&p Mid Cap 400 Etf Etf (MDY) | 0.0 | $92k | -5% | 200.00 | 460.00 |
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| Boeing Company (BA) | 0.0 | $91k | +12% | 427.00 | 213.11 |
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| Ishares U S Oil & Gas Exploration & Production Etf Etf (IEO) | 0.0 | $88k | -7% | 1.0k | 86.11 |
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| Sector Technology Select Sector Spdr Etf Etf (XLK) | 0.0 | $86k | 572.00 | 150.35 |
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| Asml Holding (ASML) | 0.0 | $85k | +6% | 125.00 | 680.00 |
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| Fidelity National Information Services (FIS) | 0.0 | $81k | 1.5k | 54.00 |
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| United States Steel Corporation (X) | 0.0 | $79k | -4% | 3.0k | 26.09 |
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| Xcel Energy (XEL) | 0.0 | $76k | 1.1k | 67.68 |
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| Ishares U S Real Estate Etf Etf (IYR) | 0.0 | $75k | -5% | 886.00 | 84.65 |
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| Activision Blizzard (ATVI) | 0.0 | $73k | -7% | 854.00 | 85.48 |
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| Ashland (ASH) | 0.0 | $73k | 708.00 | 103.11 |
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| Aberdeen Physical Precious Metals Basket Shs Etf Etf (GLTR) | 0.0 | $73k | 802.00 | 91.02 |
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| Valvoline Inc Common (VVV) | 0.0 | $73k | 2.1k | 34.93 |
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| Qualcomm (QCOM) | 0.0 | $69k | 543.00 | 127.07 |
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| Wells Fargo & Company (WFC) | 0.0 | $66k | 1.8k | 37.16 |
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| Cheniere Energy (LNG) | 0.0 | $66k | +4070% | 417.00 | 158.27 |
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| Jacobs Engineering Group (J) | 0.0 | $63k | 534.00 | 117.98 |
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| Advanced Micro Devices (AMD) | 0.0 | $63k | -2% | 643.00 | 97.98 |
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| Target Corporation (TGT) | 0.0 | $61k | -7% | 367.00 | 166.21 |
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| Select Sector Communication Services Select Sector Spdr Etf Etf (XLC) | 0.0 | $60k | 1.0k | 58.03 |
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| Sector Financial Select Sector Spdr Etf Etf (XLF) | 0.0 | $59k | 1.8k | 32.33 |
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| Walgreen Boots Alliance (WBA) | 0.0 | $56k | 1.6k | 34.33 |
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| Nextera Energy (NEE) | 0.0 | $56k | 727.00 | 77.03 |
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| Dupont De Nemours (DD) | 0.0 | $55k | 765.00 | 71.90 |
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| Cisco Systems (CSCO) | 0.0 | $54k | 1.0k | 52.63 |
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| Capital Group Dividend Value Etf Etf (CGDV) | 0.0 | $51k | NEW | 2.1k | 24.87 |
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| Vanguard Ftse Europe Etf Etf (VGK) | 0.0 | $49k | -9% | 808.00 | 60.64 |
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| Vanguard Mid Cap Etf Etf (VO) | 0.0 | $46k | 216.00 | 212.96 |
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| Sector Healthcare Select Sector Spdr Etf Etf (XLV) | 0.0 | $46k | 356.00 | 129.21 |
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| Spdr Portfolio S&p 500 Etf Etf (SPLG) | 0.0 | $46k | 964.00 | 47.72 |
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| Home Depot (HD) | 0.0 | $45k | -9% | 152.00 | 296.05 |
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| Bank of America Corporation (BAC) | 0.0 | $43k | +8% | 1.5k | 28.78 |
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| Spdr Portfolio Short Term Corp Bond Etf Etf (SPSB) | 0.0 | $42k | 1.4k | 29.41 |
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| Vanguard Value Etf Etf (VTV) | 0.0 | $42k | 302.00 | 139.07 |
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| Ishares Silver Trust Etf (SLV) | 0.0 | $42k | 1.9k | 22.00 |
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| Vaneck Steel Etf Etf (SLX) | 0.0 | $41k | 649.00 | 63.17 |
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| Ishares Msci Emerging Markets Etf Etf (EEM) | 0.0 | $39k | -7% | 986.00 | 39.55 |
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| Merck & Co (MRK) | 0.0 | $38k | 354.00 | 107.34 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $38k | 278.00 | 136.69 |
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| Northern Lights Inspire 100 Etf Etf (BIBL) | 0.0 | $38k | 1.2k | 31.75 |
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| Abrdn Asia Pacific Income Fund Etf (FAX) | 0.0 | $36k | +3% | 13k | 2.69 |
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| Altria (MO) | 0.0 | $36k | 813.00 | 44.28 |
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| Eaton (ETN) | 0.0 | $35k | 206.00 | 169.90 |
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| United Parcel Service (UPS) | 0.0 | $35k | 183.00 | 191.26 |
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| Huntington Bancshares Incorporated (HBAN) | 0.0 | $35k | +313% | 3.1k | 11.23 |
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| Main Street Capital Corporation (MAIN) | 0.0 | $34k | +2% | 864.00 | 39.35 |
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| Illinois Tool Works (ITW) | 0.0 | $34k | 141.00 | 241.13 |
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| Broadcom (AVGO) | 0.0 | $34k | 53.00 | 641.51 |
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| Key (KEY) | 0.0 | $34k | NEW | 2.7k | 12.64 |
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| FedEx Corporation (FDX) | 0.0 | $32k | -38% | 141.00 | 226.95 |
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| Intel Corporation (INTC) | 0.0 | $32k | 979.00 | 32.69 |
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| Cleveland-cliffs (CLF) | 0.0 | $32k | 1.8k | 18.18 |
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| Grayscale Bitcoin Trust Btc Accd Invs Etf (GBTC) | 0.0 | $32k | 1.9k | 16.57 |
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| Vanguard Total Intl Stock Index Fund Etf Etf (VXUS) | 0.0 | $31k | 563.00 | 55.06 |
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| Bank Of Montreal Cadcom (BMO) | 0.0 | $31k | 350.00 | 88.57 |
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| Johnson Controls International Plc equity (JCI) | 0.0 | $31k | 508.00 | 61.02 |
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| Nicolet Bankshares (NIC) | 0.0 | $31k | 497.00 | 62.37 |
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| Metropcs Communications (TMUS) | 0.0 | $30k | 205.00 | 146.34 |
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| Delta Air Lines (DAL) | 0.0 | $30k | 846.00 | 35.46 |
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| Vanguard Growth Etf Etf (VUG) | 0.0 | $30k | -39% | 121.00 | 247.93 |
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| BlackRock (BLK) | 0.0 | $30k | 44.00 | 681.82 |
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| Global X U S Infrastructure Development Etf Etf (PAVE) | 0.0 | $29k | 1.0k | 28.10 |
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| Bristol Myers Squibb (BMY) | 0.0 | $29k | -6% | 422.00 | 68.72 |
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| Philip Morris International (PM) | 0.0 | $29k | 295.00 | 98.31 |
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| Vanguard Small Cap Etf Etf (VB) | 0.0 | $28k | 149.00 | 187.92 |
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| Principal Financial (PFG) | 0.0 | $28k | 371.00 | 75.47 |
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| Eli Lilly & Co. (LLY) | 0.0 | $28k | 82.00 | 341.46 |
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| Vanguard Esg U S Stock Etf Etf (ESGV) | 0.0 | $28k | 387.00 | 72.35 |
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| GSK (GSK) | 0.0 | $28k | 777.00 | 36.04 |
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| Hp (HPQ) | 0.0 | $28k | 938.00 | 29.85 |
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| Vanguard Mid Cap Growth Etf Etf (VOT) | 0.0 | $27k | 139.00 | 194.24 |
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| Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD) | 0.0 | $27k | 615.00 | 43.90 |
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| Truist Financial Corp equities (TFC) | 0.0 | $26k | NEW | 775.00 | 33.55 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $26k | 45.00 | 577.78 |
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| Motorola Solutions (MSI) | 0.0 | $26k | 92.00 | 282.61 |
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| Spdr Series Trust S&p Metals & Mining Etf Etf (XME) | 0.0 | $25k | 471.00 | 53.08 |
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| Public Storage (PSA) | 0.0 | $25k | 81.00 | 308.64 |
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| Invesco Nasdaq Next Gen 100 Etf Etf (QQQJ) | 0.0 | $25k | 962.00 | 25.99 |
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| Livent Corp (LTHM) | 0.0 | $24k | 1.1k | 21.72 |
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| InvenTrust Properties Corp (IVT) | 0.0 | $24k | 1.0k | 23.10 |
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| General Dynamics Corporation (GD) | 0.0 | $23k | 101.00 | 227.72 |
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| TJX Companies (TJX) | 0.0 | $23k | -20% | 288.00 | 79.86 |
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| Schneider National Inc cl b (SNDR) | 0.0 | $22k | 815.00 | 26.99 |
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| Southwest Airlines (LUV) | 0.0 | $22k | 676.00 | 32.54 |
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| First Trust Cloud Computing Index Etf Etf (SKYY) | 0.0 | $21k | 314.00 | 66.88 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $21k | 237.00 | 88.61 |
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| Kraft Heinz (KHC) | 0.0 | $21k | -33% | 547.00 | 38.39 |
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| Moderna (MRNA) | 0.0 | $20k | 132.00 | 151.52 |
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| Plexus (PLXS) | 0.0 | $20k | 200.00 | 100.00 |
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| Spdr Ssga Global Allocation Etf Etf (GAL) | 0.0 | $20k | 521.00 | 38.39 |
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| Capital Group Core Plus Income Creation Unit Etf Etf (CGCP) | 0.0 | $20k | NEW | 897.00 | 22.30 |
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| Olin Corporation (OLN) | 0.0 | $19k | 342.00 | 55.56 |
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| Zimmer Holdings (ZBH) | 0.0 | $19k | 150.00 | 126.67 |
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| Consumer Discretionary Select Sector Spdr Etf Etf (XLY) | 0.0 | $19k | 125.00 | 152.00 |
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| Cummins (CMI) | 0.0 | $19k | 78.00 | 243.59 |
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| Vanguard Energy Etf Etf (VDE) | 0.0 | $19k | 166.00 | 114.46 |
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| Ishares Msci Acwi Etf Etf (ACWI) | 0.0 | $19k | 212.00 | 89.62 |
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| Gilead Sciences (GILD) | 0.0 | $19k | 225.00 | 84.44 |
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| Kinder Morgan (KMI) | 0.0 | $18k | +189% | 1.0k | 18.00 |
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| Global X Cybersecurity Etf Etf (BUG) | 0.0 | $18k | 782.00 | 23.02 |
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| Welltower Inc Com reit (WELL) | 0.0 | $18k | 246.00 | 73.17 |
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| Hancock John Preferred Income Fund Ii Tr Unit (HPF) | 0.0 | $17k | +2% | 1.1k | 15.80 |
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| Bay (BCML) | 0.0 | $17k | 1.0k | 16.97 |
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| Vanguard Ftse Emerging Markets Etf Etf (VWO) | 0.0 | $17k | 420.00 | 40.48 |
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| Ark Innovation Etf Etf (ARKK) | 0.0 | $17k | 420.00 | 40.48 |
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| Chipotle Mexican Grill (CMG) | 0.0 | $17k | 10.00 | 1700.00 |
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| American Express Company (AXP) | 0.0 | $16k | 99.00 | 161.62 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $16k | 212.00 | 75.47 |
|
|
| Sector Industrial Select Sector Spdr Etf Etf (XLI) | 0.0 | $16k | 163.00 | 98.16 |
|
|
| Simon Property (SPG) | 0.0 | $15k | 133.00 | 112.78 |
|
|
| Sector Materials Select Sector Spdr Etf Etf (XLB) | 0.0 | $15k | 182.00 | 82.42 |
|
|
| Baidu (BIDU) | 0.0 | $15k | +340% | 97.00 | 154.64 |
|
| Lowe's Companies (LOW) | 0.0 | $15k | 75.00 | 200.00 |
|
|
| Heartland Financial USA (HTLF) | 0.0 | $15k | 400.00 | 37.50 |
|
|
| Prudential Financial (PRU) | 0.0 | $15k | 187.00 | 80.21 |
|
|
| Viatris (VTRS) | 0.0 | $15k | 1.6k | 9.65 |
|
|
| Harley-Davidson (HOG) | 0.0 | $15k | 403.00 | 37.22 |
|
|
| Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) | 0.0 | $14k | 252.00 | 55.56 |
|
|
| Southern Company (SO) | 0.0 | $14k | 204.00 | 68.63 |
|
|
| Nucor Corporation (NUE) | 0.0 | $14k | 91.00 | 153.85 |
|
|
| Encore Wire Corporation (WIRE) | 0.0 | $14k | 76.00 | 184.21 |
|
|
| Vanguard Total World Stock Etf Etf (VT) | 0.0 | $14k | -7% | 151.00 | 92.72 |
|
| First Trust Consumer Staples Alphadex Etf Etf (FXG) | 0.0 | $13k | 210.00 | 61.90 |
|
|
| Air Products & Chemicals (APD) | 0.0 | $13k | 46.00 | 282.61 |
|
|
| Yum! Brands (YUM) | 0.0 | $13k | 100.00 | 130.00 |
|
|
| Blackrock Utilities Infrastructure & Power Opportunities Trust Tr Unit (BUI) | 0.0 | $13k | 528.00 | 24.62 |
|
|
| Spdr S&p Regional Banking Etf Etf (KRE) | 0.0 | $12k | NEW | 275.00 | 43.64 |
|
| Illumina (ILMN) | 0.0 | $12k | -8% | 53.00 | 226.42 |
|
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.0 | $12k | NEW | 100.00 | 120.00 |
|
| Goldman Sachs (GS) | 0.0 | $12k | +2% | 36.00 | 333.33 |
|
| Constellation Brands (STZ) | 0.0 | $12k | 52.00 | 230.77 |
|
|
| Skyworks Solutions (SWKS) | 0.0 | $12k | 104.00 | 115.38 |
|
|
| Oshkosh Corporation (OSK) | 0.0 | $12k | 149.00 | 80.54 |
|
|
| Vanguard Ftse Developed Mkts Etf Etf (VEA) | 0.0 | $12k | 273.00 | 43.96 |
|
|
| Teladoc (TDOC) | 0.0 | $11k | +596% | 432.00 | 25.46 |
|
| Honda Motor (HMC) | 0.0 | $11k | 409.00 | 26.89 |
|
|
| Capital Group Intl Focus Equity Etf Etf (CGXU) | 0.0 | $11k | NEW | 454.00 | 24.23 |
|
| Schlumberger (SLB) | 0.0 | $11k | -55% | 221.00 | 49.77 |
|
| Dominion Resources (D) | 0.0 | $11k | 203.00 | 54.19 |
|
|
| American Tower Reit (AMT) | 0.0 | $11k | 53.00 | 207.55 |
|
|
| Timothy Plan U S Large Mid Cap Core Etf Etf (TPLC) | 0.0 | $11k | 318.00 | 34.59 |
|
|
| Vanguard Dividend Appreciation Etf Etf (VIG) | 0.0 | $11k | 69.00 | 159.42 |
|
|
| Albemarle Corporation (ALB) | 0.0 | $11k | -30% | 50.00 | 220.00 |
|
| Select Utilities Select Sector Spdr Etf Etf (XLU) | 0.0 | $11k | 160.00 | 68.75 |
|
|
| Vanguard Information Technology Etf Etf (VGT) | 0.0 | $11k | 28.00 | 392.86 |
|
|
| Dnp Select Income Fund Tr Unit (DNP) | 0.0 | $10k | 898.00 | 11.14 |
|
|
| Devon Energy Corporation (DVN) | 0.0 | $10k | 198.00 | 50.51 |
|
|
| First Trust Nasdaq Clean Edge Green Energy Index Etf Etf (QCLN) | 0.0 | $10k | 185.00 | 54.05 |
|
|
| Baker Hughes A Ge Company (BKR) | 0.0 | $10k | NEW | 360.00 | 27.78 |
|
| Etf Solutions Point Bridge America First Etf Etf (MAGA) | 0.0 | $10k | 277.00 | 36.10 |
|
|
| Capital Group Growth Etf Etf (CGGR) | 0.0 | $10k | NEW | 459.00 | 21.79 |
|
| Dover Corporation (DOV) | 0.0 | $10k | 65.00 | 153.85 |
|
|
| Generac Holdings (GNRC) | 0.0 | $10k | 91.00 | 109.89 |
|
|
| International Business Machines (IBM) | 0.0 | $10k | 77.00 | 129.87 |
|
|
| McCormick & Company, Incorporated (MKC) | 0.0 | $10k | 115.00 | 86.96 |
|
|
| Edwards Lifesciences (EW) | 0.0 | $10k | 120.00 | 83.33 |
|
|
| Capital Group Core Equity Etf Etf (CGUS) | 0.0 | $10k | NEW | 430.00 | 23.26 |
|
| Ishares Trust Ishares Preferred & Income Secs Etf Etf (PFF) | 0.0 | $10k | 315.00 | 31.75 |
|
|
| Chargepoint Holdings Inc Com Cl A (CHPT) | 0.0 | $9.0k | 840.00 | 10.71 |
|
|
| IPG Photonics Corporation (IPGP) | 0.0 | $9.0k | 75.00 | 120.00 |
|
|
| EXACT Sciences Corporation (EXAS) | 0.0 | $9.0k | 128.00 | 70.31 |
|
|
| FirstEnergy (FE) | 0.0 | $9.0k | 212.00 | 42.45 |
|
|
| Haleon Plc Spon Ads (HLN) | 0.0 | $8.0k | 950.00 | 8.42 |
|
|
| Sanofi-Aventis SA (SNY) | 0.0 | $8.0k | 148.00 | 54.05 |
|
|
| Barclays Bank Ipath Ser B Bloomberg Indl Metals Subindex Etn Etf (JJM) | 0.0 | $8.0k | 126.00 | 63.49 |
|
|
| Bce (BCE) | 0.0 | $8.0k | 169.00 | 47.34 |
|
|
| Wolfspeed (WOLF) | 0.0 | $8.0k | 117.00 | 68.38 |
|
|
| Vodafone Group New Adr F (VOD) | 0.0 | $8.0k | +4% | 713.00 | 11.22 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $8.0k | +196% | 160.00 | 50.00 |
|
| Ameriprise Financial (AMP) | 0.0 | $8.0k | 25.00 | 320.00 |
|
|
| Paychex (PAYX) | 0.0 | $8.0k | 69.00 | 115.94 |
|
|
| Diamondback Energy (FANG) | 0.0 | $8.0k | 61.00 | 131.15 |
|
|
| B&G Foods (BGS) | 0.0 | $8.0k | 531.00 | 15.07 |
|
|
| Yum China Holdings (YUMC) | 0.0 | $7.0k | 117.00 | 59.83 |
|
|
| Carnival Corporation (CCL) | 0.0 | $7.0k | 652.00 | 10.74 |
|
|
| Etf Managers Etfmg Prime Mobile Payments Etf Etf (IPAY) | 0.0 | $7.0k | 163.00 | 42.94 |
|
|
| Duke Energy (DUK) | 0.0 | $7.0k | 69.00 | 101.45 |
|
|
| Danaher Corporation (DHR) | 0.0 | $7.0k | 26.00 | 269.23 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $7.0k | 33.00 | 212.12 |
|
|
| International Paper Company (IP) | 0.0 | $7.0k | -68% | 186.00 | 37.63 |
|
| British American Tobac (BTI) | 0.0 | $7.0k | 210.00 | 33.33 |
|
|
| CenterPoint Energy (CNP) | 0.0 | $7.0k | 223.00 | 31.39 |
|
|
| Ishares Msci Canada Etf Etf (EWC) | 0.0 | $7.0k | 205.00 | 34.15 |
|
|
| U.S. Bancorp (USB) | 0.0 | $6.0k | 157.00 | 38.22 |
|
|
| Northern Lights Inspire Intl Etf Etf (WWJD) | 0.0 | $6.0k | 216.00 | 27.78 |
|
|
| Northern Lights Inspire Global Hope Etf Etf (BLES) | 0.0 | $6.0k | 173.00 | 34.68 |
|
|
| Ishares Global Energy Etf Etf (IXC) | 0.0 | $6.0k | 160.00 | 37.50 |
|
|
| Airbnb (ABNB) | 0.0 | $6.0k | 50.00 | 120.00 |
|
|
| Dollar General (DG) | 0.0 | $6.0k | -17% | 28.00 | 214.29 |
|
| Pbf Energy Inc cl a (PBF) | 0.0 | $6.0k | 131.00 | 45.80 |
|
|
| Senior Housing Properties-callable pref | 0.0 | $6.0k | +2% | 447.00 | 13.42 |
|
| Total (TTE) | 0.0 | $5.0k | 90.00 | 55.56 |
|
|
| Sturm, Ruger & Company (RGR) | 0.0 | $5.0k | +11% | 90.00 | 55.56 |
|
| AFLAC Incorporated (AFL) | 0.0 | $5.0k | 77.00 | 64.94 |
|
|
| Applied Materials (AMAT) | 0.0 | $5.0k | 44.00 | 113.64 |
|
|
| Tencent Holdings Ltd - (TCEHY) | 0.0 | $5.0k | 94.00 | 53.19 |
|
|
| International Flavors & Fragrances (IFF) | 0.0 | $5.0k | 57.00 | 87.72 |
|
|
| Abbott Laboratories (ABT) | 0.0 | $5.0k | +2% | 50.00 | 100.00 |
|
| V.F. Corporation (VFC) | 0.0 | $5.0k | 204.00 | 24.51 |
|
|
| Enbridge (ENB) | 0.0 | $5.0k | 139.00 | 35.97 |
|
|
| Marathon Oil Corporation (MRO) | 0.0 | $5.0k | 228.00 | 21.93 |
|
|
| Northern Lights Inspire Small/mid Cap Etf Etf (ISMD) | 0.0 | $5.0k | 173.00 | 28.90 |
|
|
| Associated Banc- (ASB) | 0.0 | $5.0k | 258.00 | 19.38 |
|
|
| Credit Suisse Group (CS) | 0.0 | $5.0k | +959% | 5.5k | 0.91 |
|
| Smith & Wesson Brands (SWBI) | 0.0 | $4.0k | 288.00 | 13.89 |
|
|
| Vanguard Intermediate Term Treasury Index Etf Etf (VGIT) | 0.0 | $4.0k | 66.00 | 60.61 |
|
|
| Innovative Industria A (IIPR) | 0.0 | $4.0k | 54.00 | 74.07 |
|
|
| Alliant Energy Corporation (LNT) | 0.0 | $4.0k | 82.00 | 48.78 |
|
|
| Cyberark Software (CYBR) | 0.0 | $4.0k | 24.00 | 166.67 |
|
|
| Becton, Dickinson and (BDX) | 0.0 | $4.0k | 16.00 | 250.00 |
|
|
| FactSet Research Systems (FDS) | 0.0 | $4.0k | 10.00 | 400.00 |
|
|
| Quad/Graphics (QUAD) | 0.0 | $4.0k | 1.0k | 4.00 |
|
|
| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.0 | $4.0k | 64.00 | 62.50 |
|
|
| Williams-Sonoma (WSM) | 0.0 | $4.0k | +2% | 36.00 | 111.11 |
|
| SYSCO Corporation (SYY) | 0.0 | $4.0k | 46.00 | 86.96 |
|
|
| Vistaoutdoor (VSTO) | 0.0 | $4.0k | 145.00 | 27.59 |
|
|
| C3 Ai (AI) | 0.0 | $4.0k | NEW | 115.00 | 34.78 |
|
| Under Armour Inc Cl C (UA) | 0.0 | $4.0k | 440.00 | 9.09 |
|
|
| Barrick Gold Corp (GOLD) | 0.0 | $4.0k | 221.00 | 18.10 |
|
|
| Schweitzer-Mauduit International (MATV) | 0.0 | $3.0k | +2% | 147.00 | 20.41 |
|
| Warner Bros. Discovery (WBD) | 0.0 | $3.0k | -20% | 204.00 | 14.71 |
|
| Rapid7 (RPD) | 0.0 | $3.0k | 55.00 | 54.55 |
|
|
| General Motors Company (GM) | 0.0 | $3.0k | 83.00 | 36.14 |
|
|
| AstraZeneca (AZN) | 0.0 | $3.0k | +2% | 42.00 | 71.43 |
|
| Eversource Energy (ES) | 0.0 | $3.0k | 39.00 | 76.92 |
|
|
| Ecolab (ECL) | 0.0 | $3.0k | 15.00 | 200.00 |
|
|
| Sherwin-Williams Company (SHW) | 0.0 | $3.0k | 12.00 | 250.00 |
|
|
| W.W. Grainger (GWW) | 0.0 | $3.0k | 5.00 | 600.00 |
|
|
| J.M. Smucker Company (SJM) | 0.0 | $3.0k | +5% | 20.00 | 150.00 |
|
| Equinix (EQIX) | 0.0 | $3.0k | 4.00 | 750.00 |
|
|
| Highlands Reit Inc reit (HHDS) | 0.0 | $3.0k | 10k | 0.30 |
|
|
| Brc Inc Com Cl A (BRCC) | 0.0 | $3.0k | 500.00 | 6.00 |
|
|
| Analog Devices (ADI) | 0.0 | $3.0k | NEW | 14.00 | 214.29 |
|
| Select Sector Tr Real Estate Spdr Etf Etf (XLRE) | 0.0 | $3.0k | 88.00 | 34.09 |
|
|
| Clorox Company (CLX) | 0.0 | $3.0k | +5% | 21.00 | 142.86 |
|
| Blackrock Short Maturity Bond Etf Etf (NEAR) | 0.0 | $3.0k | 67.00 | 44.78 |
|
|
| Byd (BYDDY) | 0.0 | $3.0k | 43.00 | 69.77 |
|
|
| Tc Energy Corp (TRP) | 0.0 | $3.0k | 77.00 | 38.96 |
|
|
| Amplify Lithium & Battery Technology Etf Etf (BATT) | 0.0 | $3.0k | 197.00 | 15.23 |
|
|
| Manitowoc Co Inc/the (MTW) | 0.0 | $3.0k | 152.00 | 19.74 |
|
|
| Tpg Re Finance Trust Inc reit (TRTX) | 0.0 | $3.0k | +2% | 347.00 | 8.65 |
|
| Ginkgo Bioworks Holdings (DNA) | 0.0 | $2.0k | 1.4k | 1.48 |
|
|
| Medical Properties Trust (MPW) | 0.0 | $2.0k | +2% | 216.00 | 9.26 |
|
| Etfmg Alternative Harvest Etf Etf (MJ) | 0.0 | $2.0k | 607.00 | 3.29 |
|
|
| NiSource (NI) | 0.0 | $2.0k | 75.00 | 26.67 |
|
|
| Growgeneration Corp (GRWG) | 0.0 | $2.0k | 515.00 | 3.88 |
|
|
| Weyerhaeuser Company (WY) | 0.0 | $2.0k | +3% | 68.00 | 29.41 |
|
| Spdr Portfolio Developed World Ex-us Etf Etf (SPDW) | 0.0 | $2.0k | +114% | 58.00 | 34.48 |
|
| Seagate Technology (STX) | 0.0 | $2.0k | 37.00 | 54.05 |
|
|
| Intercontinental Exchange (ICE) | 0.0 | $2.0k | 19.00 | 105.26 |
|
|
| Global X Cannabis New Etf Etf (POTX) | 0.0 | $2.0k | 266.00 | 7.52 |
|
|
| Allete (ALE) | 0.0 | $2.0k | 27.00 | 74.07 |
|
|
| Invesco S&p 500 Equal Weight Etf Etf (RSP) | 0.0 | $2.0k | 13.00 | 153.85 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $2.0k | 11.00 | 181.82 |
|
|
| Zoetis Inc Cl A (ZTS) | 0.0 | $2.0k | 11.00 | 181.82 |
|
|
| T. Rowe Price (TROW) | 0.0 | $2.0k | 21.00 | 95.24 |
|
|
| Oracle Corporation (ORCL) | 0.0 | $2.0k | 16.00 | 125.00 |
|
|
| ON Semiconductor (ON) | 0.0 | $2.0k | 25.00 | 80.00 |
|
|
| Hldgs (UAL) | 0.0 | $2.0k | 50.00 | 40.00 |
|
|
| Heron Therapeutics (HRTX) | 0.0 | $2.0k | 1.0k | 2.00 |
|
|
| Vaneck Jr Gold Miners Etf Etf (GDXJ) | 0.0 | $2.0k | 40.00 | 50.00 |
|
|
| Yeti Hldgs (YETI) | 0.0 | $2.0k | 50.00 | 40.00 |
|
|
| Corteva (CTVA) | 0.0 | $2.0k | 25.00 | 80.00 |
|
|
| Peloton Interactive Inc cl a (PTON) | 0.0 | $2.0k | 200.00 | 10.00 |
|
|
| Te Connectivity Ltd for (TEL) | 0.0 | $2.0k | 18.00 | 111.11 |
|
|
| Vaneck Gold Miners Etf Etf (GDX) | 0.0 | $2.0k | 57.00 | 35.09 |
|
|
| Nuveen Municipal Credit Income Fund Etf (NZF) | 0.0 | $2.0k | 148.00 | 13.51 |
|
|
| Baxter International (BAX) | 0.0 | $2.0k | 53.00 | 37.74 |
|
|
| Halyard Health (AVNS) | 0.0 | $2.0k | 67.00 | 29.85 |
|
|
| Rivian Automotive Inc Class A (RIVN) | 0.0 | $2.0k | 127.00 | 15.75 |
|
|
| Clii (EVGO) | 0.0 | $2.0k | 278.00 | 7.19 |
|
|
| Crrc Corp Ltd Ord | 0.0 | $1.0k | 1.4k | 0.71 |
|
|
| Gabelli Global Multimedia Trust (GGT) | 0.0 | $1.0k | 248.00 | 4.03 |
|
|
| Xiaomi Corporation (XIACF) | 0.0 | $1.0k | 860.00 | 1.16 |
|
|
| Team (TISI) | 0.0 | $1.0k | 140.00 | 7.14 |
|
|
| Allspring Advantage Multi Sector Income Fund Etf (ERC) | 0.0 | $1.0k | +2% | 150.00 | 6.67 |
|
| Ganfeng Lithium (GNENF) | 0.0 | $1.0k | 106.00 | 9.43 |
|
|
| Great Wall Motor Company Limited Unsp Adr Ea Repr 10 Ord H (GWLLY) | 0.0 | $1.0k | 60.00 | 16.67 |
|
|
| American Airls (AAL) | 0.0 | $1.0k | 98.00 | 10.20 |
|
|
| Sunpower (SPWR) | 0.0 | $1.0k | 52.00 | 19.23 |
|
|
| Infineon Technologies (IFNNY) | 0.0 | $1.0k | 24.00 | 41.67 |
|
|
| Akamai Technologies (AKAM) | 0.0 | $1.0k | 14.00 | 71.43 |
|
|
| Ishares Msci South Africa Etf Etf (EZA) | 0.0 | $1.0k | 28.00 | 35.71 |
|
|
| First Trust Nasdaq Cybersecurity Etf Etf (CIBR) | 0.0 | $1.0k | 28.00 | 35.71 |
|
|
| Kontoor Brands (KTB) | 0.0 | $1.0k | 28.00 | 35.71 |
|
|
| Sprout Social Cl A Ord (SPT) | 0.0 | $1.0k | 13.00 | 76.92 |
|
|
| Proshares K-1 Free Crude Oil Strategy New Etf Etf (OILK) | 0.0 | $1.0k | 13.00 | 76.92 |
| |