Winch Advisory Services, LLC Purchases in Q4 2024

Winch Advisory Services, LLC

  • $364 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VCIT
Vanguard Intermediate Term Cor

ETFs
59.4K
+ 26.02%
$80.13 - $83.77 $4.76M - $4.97M
287K $23.1M
GBIL
Goldman Sachs Access Treasury

ETFs
29.3K
+ 221.26%
$99.85 - $100.22 $2.93M - $2.94M
42.6K $4.25M
GOOG
Alphabet Inc.

Communication Services
231
+ 0.36%
$163.08 - $198.16 $37.7K - $45.8K
65.3K $12.4M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
9.42K
+ 1.67%
$69.3 - $74.3 $653K - $700K
574K $41M
CRM
Salesforce, Inc.

Technology
163
+ 1.27%
$270.87 - $367.87 $44.2K - $60K
13K $4.34M
JPM
Jpmorgan Chase & CO

Financial Services
120
+ 0.49%
$205.18 - $250.29 $24.6K - $30K
24.4K $5.85M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
5.63K
+ 3.4%
$91.29 - $91.8 $514K - $517K
171K $15.7M
VGSH
Vanguard

ETFs
10.1K
+ 3.36%
$58.02 - $58.88 $585K - $593K
310K $18M
DIS
Walt Disney CO

Communication Services
325
+ 1.79%
$92.39 - $117.6 $30K - $38.2K
18.5K $2.06M
SPIB
Spdr Portfolio Intermediate Te

ETFs
10.4K
+ 21.01%
$32.65 - $33.68 $339K - $350K
59.9K $1.96M
WMT
Walmart Inc.

Consumer Defensive
1.36K
+ 13.05%
$79.1 - $95.7 $107K - $130K
11.7K $1.06M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
4.02K
+ 31.6%
$42.79 - $44.9 $172K - $180K
16.7K $717K
COST
Costco Wholesale Corp

Consumer Defensive
31
+ 0.97%
$873.59 - $994.69 $27.1K - $30.8K
3.24K $2.96M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
7.54K
+ 12.76%
$24.94 - $26.14 $188K - $197K
66.6K $1.67M
MA
Mastercard Inc

Financial Services
26
+ 0.81%
$491.3 - $536.15 $12.8K - $13.9K
3.26K $1.71M
GOOGL
Alphabet Inc.

Communication Services
58
+ 1.34%
$161.86 - $196.66 $9.39K - $11.4K
4.39K $830K
SPY
Spdr S&P 500 ETF Trust

ETFs
56
+ 0.89%
$567.81 - $607.81 $31.8K - $34K
6.35K $3.72M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
372
+ 29.04%
$172.07 - $207.36 $64K - $77.1K
1.65K $326K
OXY
Occidental Petroleum Corp

Energy
2.08K
+ 1823.68%
$45.36 - $55.91 $94.3K - $116K
2.19K $108K
LNG
Cheniere Energy, Inc.

Energy
373
+ 58.1%
$181.07 - $225.92 $67.5K - $84.3K
1.02K $218K
XOM
Exxon Mobil Corp

Energy
1.4K
+ 27.87%
$105.51 - $125.37 $148K - $175K
6.42K $690K
VGIT
Vanguard Intermediate Term Tre

ETFs
2.19K
+ 21.02%
$57.78 - $60.4 $126K - $132K
12.6K $730K
VUG
Vanguard Growth ETF

ETFs
105
+ 5.98%
$378.79 - $428.11 $39.8K - $45K
1.86K $764K
WFC
Wells Fargo & Company

Financial Services
915
+ 50.03%
$54.98 - $77.35 $50.3K - $70.8K
2.74K $192K
CVX
Chevron Corp

Energy
601
+ 10.76%
$141.15 - $162.53 $84.8K - $97.7K
6.19K $896K
WPC
W. P. Carey Inc.

Real Estate
1.27K
New
$53.44 - $61.33 $67.8K - $77.8K
1.27K $69K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
2.44K
+ 9.85%
$36.54 - $37.53 $89.2K - $91.6K
27.2K $1M
AMD
Advanced Micro Devices Inc

Technology
995
+ 72.0%
$118.88 - $172.8 $118K - $172K
2.38K $287K
IXC
Ishares Tr Global Energy ETF

ETFs
1.31K
+ 776.92%
$36.95 - $43.06 $48.5K - $56.5K
1.48K $56K
BA
Boeing CO

Industrials
222
+ 56.06%
$138.14 - $180.72 $30.7K - $40.1K
618 $109K
GLD
Spdr Gold Trust

ETFs
200
+ 9.0%
$236.59 - $257.5 $47.3K - $51.5K
2.42K $586K
VFH
Vanguard Financial ETF

ETFs
47
+ 1.06%
$108.87 - $126.2 $5.12K - $5.93K
4.47K $527K
BP
Bp PLC

Energy
2.01K
+ 18.69%
$28.16 - $33.14 $56.6K - $66.6K
12.8K $377K
AGNC
Agnc Investment Corp.

Real Estate
5.21K
+ 81.32%
$9.21 - $10.59 $48K - $55.2K
11.6K $106K
UAL
United Airlines Holdings, Inc.

Industrials
393
New
$55.62 - $102.44 $21.9K - $40.3K
393 $38K
SLV
I Shares Silver Trust

ETFs
1.61K
+ 89.04%
$26.33 - $31.74 $42.3K - $51K
3.41K $89K
AVGO
Broadcom Inc.

Technology
18
+ 3.15%
$159.67 - $250.0 $2.87K - $4.5K
589 $136K
PG
Procter & Gamble CO

Consumer Defensive
448
+ 6.47%
$161.05 - $179.7 $72.2K - $80.5K
7.38K $1.24M
XLK
Technology Sector Spdr

ETFs
130
+ 15.35%
$220.26 - $241.44 $28.6K - $31.4K
977 $227K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
59
+ 25.76%
$521.84 - $558.82 $30.8K - $33K
288 $155K
SO
Southern CO

Utilities
431
+ 199.54%
$81.5 - $94.15 $35.1K - $40.6K
647 $53K
TXN
Texas Instruments Inc

Technology
172
+ 2.35%
N/A
7.49K $1.46M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
1.62K
+ 1.1%
$25.33 - $27.57 $41.1K - $44.7K
150K $3.88M
BLD
Top Build Corp

Industrials
85
New
$308.96 - $414.77 $26.3K - $35.3K
85 $26K
DUK
Duke Energy Corp

Utilities
243
+ 332.88%
$105.76 - $120.76 $25.7K - $29.3K
316 $34K
IMO
Imperial Oil LTD

Energy
417
New
$61.13 - $79.21 $25.5K - $33K
417 $25K
PNC
Pnc Financial Services Group, Inc.

Financial Services
132
New
$178.39 - $215.0 $23.5K - $28.4K
132 $25K
SHEL
Shell PLC

Energy
394
+ 579.41%
$60.63 - $70.23 $23.9K - $27.7K
462 $28K
USB
Us Bancorp \De\

Financial Services
490
+ 1088.89%
$43.98 - $53.66 $21.6K - $26.3K
535 $25K
Activity Summary
Buys All Purchases 335 New Holdings 120 Increased Positions 215 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
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