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
BCML
Bay Com Corp

Financial Services
4
+ 0.4%
$23.12 - $29.71 $92.5 - $119
1.02K $27K
MAR
Marriott International Inc

Consumer Cyclical
14
New
$246.06 - $292.59 $3.44K - $4.1K
14 $3K
KHC
Kraft Heinz CO

Consumer Defensive
380
+ 20.06%
$30.1 - $36.02 $11.4K - $13.7K
2.27K $69K
NDSN
Nordson Corp

Industrials
18
New
$208.83 - $264.36 $3.76K - $4.76K
18 $3K
XEL
Xcel Energy Inc

Utilities
10
+ 0.84%
$62.16 - $72.92 $622 - $729
1.19K $80K
VBR
Vanguard Small Cap Value ETF

ETFs
20
New
$197.36 - $217.3 $3.95K - $4.35K
20 $3K
BKR
Baker Hughes CO

Energy
2
+ 0.53%
$35.98 - $44.88 $72 - $89.8
376 $15K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3
+ 0.32%
$66.77 - $71.52 $200 - $215
934 $64K
CTRA
Coterra Energy Inc.

Energy
100
New
$22.71 - $27.63 $2.27K - $2.76K
100 $2K
CDNS
Cadence Design Systems Inc

Technology
7
New
$249.1 - $324.54 $1.74K - $2.27K
7 $2K
BLNK
Blink Charging Co.

Industrials
1.5K
New
$1.39 - $2.25 $2.09K - $3.38K
1.5K $2K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
81
New
$26.93 - $84.95 $2.18K - $6.88K
81 $2K
NXPI
Nxp Semiconductors N.V.

Technology
13
New
$207.27 - $255.58 $2.69K - $3.32K
13 $2K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
18
New
$110.69 - $154.48 $1.99K - $2.78K
18 $2K
CMI
Cummins Inc

Industrials
1
+ 1.23%
$324.93 - $383.42 $325 - $383
82 $28K
BLDR
Builders First Source, Inc.

Industrials
15
New
$142.93 - $198.25 $2.14K - $2.97K
15 $2K
IVT
Inven Trust Properties Corp.

Real Estate
8
+ 0.73%
$28.52 - $31.3 $228 - $250
1.1K $33K
DFAT
Dimensional ETF Tr U S Target

ETFs
43
New
$54.54 - $61.04 $2.35K - $2.62K
43 $2K
HTLF
Heartland Financial Usa Inc

Financial Services
2
+ 0.48%
$54.47 - $69.06 $109 - $138
423 $25K
BDX
Becton Dickinson & CO

Healthcare
11
+ 64.71%
$220.02 - $243.75 $2.42K - $2.68K
28 $6K
VBK
Vanguard Small Cap Growth ETF

ETFs
8
New
$264.18 - $304.19 $2.11K - $2.43K
8 $2K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
2
+ 0.52%
$417.69 - $450.94 $835 - $902
388 $165K
NVS
Novartis Ag

Healthcare
11
New
$96.78 - $117.18 $1.06K - $1.29K
11 $1K
KR
Kroger CO

Consumer Defensive
1
+ 0.55%
$55.21 - $63.3 $55.2 - $63.3
183 $11K
NVO
Novo Nordisk A S

Healthcare
18
New
$85.0 - $120.04 $1.53K - $2.16K
18 $1K
STLA
Stellantis N.V.

Consumer Cyclical
87
New
$12.37 - $13.99 $1.08K - $1.22K
87 $1K
PANW
Palo Alto Networks Inc

Technology
33
+ 100.0%
$181.96 - $405.9 $6K - $13.4K
66 $12K
STX
Seagate Technology Holdings PLC

Technology
28
+ 71.79%
$86.31 - $112.64 $2.42K - $3.15K
67 $5K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
12
+ 2.71%
$8.24 - $11.07 $98.9 - $133
454 $4K
CGUS
Capital Group Core Equity ETF
5
+ 0.42%
$33.96 - $36.24 $170 - $181
1.19K $41K
ENB
Enbridge Inc

Energy
4
+ 1.54%
$40.4 - $43.92 $162 - $176
263 $11K
PSA
Public Storage

Real Estate
21
+ 24.14%
$289.33 - $360.21 $6.08K - $7.56K
108 $32K
SNDR
Schneider National, Inc.

Industrials
5
+ 0.37%
$26.97 - $33.61 $135 - $168
1.35K $39K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.1%
$29.46 - $32.64 $29.5 - $32.6
975 $30K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
6
New
$173.13 - $258.09 $1.04K - $1.55K
6 $1K
FDX
Fedex Corp

Industrials
1
+ 0.94%
$260.5 - $305.15 $261 - $305
107 $30K
ACVF
ETF Opportunities Tr American

ETFs
6
+ 0.14%
$43.12 - $46.1 $259 - $277
4.33K $189K
ACGL
Arch Capital Group Ltd.

Financial Services
19
New
$88.71 - $114.86 $1.69K - $2.18K
19 $1K
TJX
Tjx Companies Inc

Consumer Cyclical
1
+ 0.91%
$112.15 - $127.2 $112 - $127
111 $13K
TS
Tenaris Sa

Energy
29
New
$31.3 - $39.08 $908 - $1.13K
29 $1K
CNP
Centerpoint Energy Inc

Utilities
2
+ 0.86%
$28.58 - $32.66 $57.2 - $65.3
234 $7K
UTHR
United Therapeutics Corp

Healthcare
5
New
$348.66 - $410.0 $1.74K - $2.05K
5 $1K
MFC
Manulife Financial Corp

Financial Services
47
New
$29.21 - $32.87 $1.37K - $1.54K
47 $1K
JCI
Johnson Controls International PLC

Industrials
2
+ 0.38%
$74.23 - $86.6 $148 - $173
529 $41K
MUSA
Murphy Usa Inc.

Consumer Cyclical
2
New
$473.11 - $555.48 $946 - $1.11K
2 $1K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
9
+ 7.5%
$43.37 - $51.46 $390 - $463
129 $6K
UNM
Unum Group

Financial Services
18
New
$58.88 - $77.07 $1.06K - $1.39K
18 $1K
IWC
Russell Micro Cap ETF

ETFs
14
New
$120.3 - $138.84 $1.68K - $1.94K
14 $1K
ADM
Archer Daniels Midland CO

Consumer Defensive
9
New
$49.38 - $59.52 $444 - $536
9 $0
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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