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
VYM
Vanguard Whitehall Fds (Vangua

ETFs
174
+ 10.89%
$126.68 - $134.74 $22K - $23.4K
1.77K $226K
SAP
Sap Se

Technology
90
New
$218.13 - $255.54 $19.6K - $23K
90 $22K
PLTR
Palantir Technologies Inc.

Technology
270
New
$36.46 - $82.38 $9.84K - $22.2K
270 $20K
TLT
Ishares Barclays 20+ Year Trea

ETFs
234
New
$87.1 - $98.49 $20.4K - $23K
234 $20K
UPS
United Parcel Service Inc

Industrials
160
+ 98.77%
$122.65 - $138.35 $19.6K - $22.1K
322 $40K
AMT
American Tower Corp

Real Estate
102
New
$179.4 - $232.01 $18.3K - $23.7K
102 $18K
CMCSA
Comcast Corp

Communication Services
502
+ 269.89%
$37.39 - $45.14 $18.8K - $22.7K
688 $25K
VIG
Vanguard Dividend Appreciation

ETFs
96
+ 26.82%
N/A
454 $82K
EFA
Ishares Tr Msci Eafe ETF

ETFs
228
New
$75.1 - $82.99 $17.1K - $18.9K
228 $17K
TDG
Trans Digm Group Inc

Industrials
13
New
$1239.0 - $1442.53 $16.1K - $18.8K
13 $16K
HYG
Ishares Tr

ETFs
209
New
$78.09 - $80.04 $16.3K - $16.7K
209 $16K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
469
New
$33.92 - $36.6 $15.9K - $17.2K
469 $16K
EMB
Ishares Tr

ETFs
185
New
$88.94 - $93.46 $16.5K - $17.3K
185 $16K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
494
New
$31.24 - $37.15 $15.4K - $18.4K
494 $15K
ROP
Roper Technologies Inc

Industrials
87
+ 10.39%
$519.85 - $575.95 $45.2K - $50.1K
924 $480K
CSCO
Cisco Systems, Inc.

Technology
107
+ 8.81%
$52.45 - $60.02 $5.61K - $6.42K
1.32K $78K
DFAX
Dimensional ETF Tr
580
New
$24.76 - $27.04 $14.4K - $15.7K
580 $14K
DFUS
Dimensional ETF Tr U S Equity

ETFs
222
New
$61.52 - $66.5 $13.7K - $14.8K
222 $14K
ORCL
Oracle Corp

Technology
87
+ 89.69%
$165.41 - $192.43 $14.4K - $16.7K
184 $30K
DEO
Diageo PLC

Consumer Defensive
113
New
$118.0 - $139.88 $13.3K - $15.8K
113 $14K
IXP
Ishares Global Comm Services E

ETFs
137
New
$92.71 - $102.47 $12.7K - $14K
137 $13K
SVAL
Ishares Tr Us Small Cap Value

ETFs
429
New
$31.5 - $36.25 $13.5K - $15.6K
429 $13K
XLV
Select Sector Spdr Fund Health

ETFs
143
+ 39.29%
$136.28 - $154.74 $19.5K - $22.1K
507 $69K
WSO
Watsco Inc

Industrials
29
New
$466.57 - $568.78 $13.5K - $16.5K
29 $13K
BMY
Bristol Myers Squibb CO

Healthcare
217
+ 301.39%
$51.92 - $59.94 $11.3K - $13K
289 $16K
GE
General Electric CO

Industrials
80
+ 1333.33%
$159.95 - $194.23 $12.8K - $15.5K
86 $14K
T
At&T Inc.

Communication Services
143
+ 1.13%
$21.22 - $23.88 $3.03K - $3.41K
12.8K $290K
COP
Conocophillips

Energy
199
+ 16.41%
$95.12 - $114.72 $18.9K - $22.8K
1.41K $140K
BAC
Bank Of America Corp

Financial Services
167
+ 10.87%
$39.22 - $47.77 $6.55K - $7.98K
1.7K $74K
DE
Deere & CO

Industrials
17
+ 1.92%
$389.45 - $466.0 $6.62K - $7.92K
904 $383K
NTRS
Northern Trust Corp

Financial Services
122
New
$88.4 - $111.16 $10.8K - $13.6K
122 $12K
HLN
Haleon PLC

Healthcare
1.38K
+ 142.39%
$9.23 - $10.71 $12.8K - $14.8K
2.36K $22K
CCI
Crown Castle International Corp

Real Estate
143
New
$89.78 - $119.11 $12.8K - $17K
143 $12K
ETR
Entergy Corp

Utilities
158
New
$73.19 - $156.4 $11.6K - $24.7K
158 $11K
SPOT
Spotify Technology S.A.

Communication Services
22
+ 2200.0%
$362.95 - $502.38 $7.98K - $11.1K
23 $10K
DHR
Danaher Corp

Healthcare
41
+ 315.38%
$226.16 - $274.52 $9.27K - $11.3K
54 $12K
IBM
International Business Machines Corp

Technology
41
+ 51.25%
$204.9 - $238.04 $8.4K - $9.76K
121 $26K
MTB
M&T Bank Corp

Financial Services
49
New
$172.48 - $221.95 $8.45K - $10.9K
49 $9K
LOW
Lowes Companies Inc

Consumer Cyclical
44
+ 56.41%
$244.52 - $284.07 $10.8K - $12.5K
122 $30K
MAIN
Main Street Capital Corp

Financial Services
17
+ 1.75%
$49.95 - $58.58 $849 - $996
988 $57K
PRNDY
Pernod Ricard S A

Consumer Defensive
428
New
$21.82 - $29.8 $9.34K - $12.8K
428 $9K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
42
New
$209.89 - $233.24 $8.82K - $9.8K
42 $8K
GFL
Gfl Environmental Inc.

Industrials
185
New
$39.53 - $47.1 $7.31K - $8.71K
185 $8K
GILD
Gilead Sciences, Inc.

Healthcare
75
+ 57.69%
$83.95 - $97.9 $6.3K - $7.34K
205 $18K
BSX
Boston Scientific Corp

Healthcare
95
New
$83.62 - $91.5 $7.94K - $8.69K
95 $8K
JNJ
Johnson & Johnson

Healthcare
404
+ 13.87%
$143.34 - $165.86 $57.9K - $67K
3.32K $479K
HUM
Humana Inc

Healthcare
33
New
$233.89 - $304.18 $7.72K - $10K
33 $8K
ABT
Abbott Laboratories

Healthcare
66
+ 129.41%
$111.93 - $119.39 $7.39K - $7.88K
117 $13K
CI
Cigna Corp

Healthcare
32
New
$265.59 - $358.58 $8.5K - $11.5K
32 $8K
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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