Winch Advisory Services, LLC New Holdings in Q4 2024

Winch Advisory Services, LLC

  • $364 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
WPC
W. P. Carey Inc.

Real Estate
1.27K
New
$53.44 - $61.33 $67.8K - $77.8K
1.27K $69K
UAL
United Airlines Holdings, Inc.

Industrials
393
New
$55.62 - $102.44 $21.9K - $40.3K
393 $38K
BLD
Top Build Corp

Industrials
85
New
$308.96 - $414.77 $26.3K - $35.3K
85 $26K
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
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
AMT
American Tower Corp

Real Estate
102
New
$179.4 - $232.01 $18.3K - $23.7K
102 $18K
EFA
Ishares Tr Msci Eafe ETF

ETFs
228
New
$75.1 - $82.99 $17.1K - $18.9K
228 $17K
DFAC
Dimensional ETF Tr U S Core Eq

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

ETFs
209
New
$78.09 - $80.04 $16.3K - $16.7K
209 $16K
EMB
Ishares Tr

ETFs
185
New
$88.94 - $93.46 $16.5K - $17.3K
185 $16K
LQD
Ishares Iboxx $ Investment Gra

ETFs
150
New
$106.56 - $113.11 $16K - $17K
150 $16K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
494
New
$31.24 - $37.15 $15.4K - $18.4K
494 $15K
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
DEO
Diageo PLC

Consumer Defensive
113
New
$118.0 - $139.88 $13.3K - $15.8K
113 $14K
SVAL
Ishares Tr Us Small Cap Value

ETFs
429
New
$31.5 - $36.25 $13.5K - $15.6K
429 $13K
IXP
Ishares Global Comm Services E

ETFs
137
New
$92.71 - $102.47 $12.7K - $14K
137 $13K
WSO
Watsco Inc

Industrials
29
New
$466.57 - $568.78 $13.5K - $16.5K
29 $13K
CCI
Crown Castle International Corp

Real Estate
143
New
$89.78 - $119.11 $12.8K - $17K
143 $12K
NTRS
Northern Trust Corp

Financial Services
122
New
$88.4 - $111.16 $10.8K - $13.6K
122 $12K
ETR
Entergy Corp

Utilities
158
New
$73.19 - $156.4 $11.6K - $24.7K
158 $11K
MTB
M&T Bank Corp

Financial Services
49
New
$172.48 - $221.95 $8.45K - $10.9K
49 $9K
PRNDY
Pernod Ricard S A

Consumer Defensive
428
New
$21.82 - $29.8 $9.34K - $12.8K
428 $9K
EADSY
Airbus Se

Industrials
206
New
$34.68 - $42.02 $7.14K - $8.66K
206 $8K
GFL
Gfl Environmental Inc.

Industrials
185
New
$39.53 - $47.1 $7.31K - $8.71K
185 $8K
HUM
Humana Inc

Healthcare
33
New
$233.89 - $304.18 $7.72K - $10K
33 $8K
BSX
Boston Scientific Corp

Healthcare
95
New
$83.62 - $91.5 $7.94K - $8.69K
95 $8K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
42
New
$209.89 - $233.24 $8.82K - $9.8K
42 $8K
CI
Cigna Corp

Healthcare
32
New
$265.59 - $358.58 $8.5K - $11.5K
32 $8K
VOE
Vanguard Mid Cap Value Index F

ETFs
49
New
$160.89 - $176.18 $7.88K - $8.63K
49 $7K
RPRX
Royalty Pharma PLC

Healthcare
300
New
$24.28 - $28.39 $7.28K - $8.52K
300 $7K
DCI
Donaldson CO Inc

Industrials
106
New
$67.28 - $78.27 $7.13K - $8.3K
106 $7K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
254
New
$19.44 - $28.35 $4.94K - $7.2K
254 $6K
SRE
Sempra Energy

Utilities
69
New
$80.81 - $94.77 $5.58K - $6.54K
69 $6K
TPR
Tapestry, Inc.

Consumer Cyclical
101
New
$43.54 - $66.18 $4.4K - $6.68K
101 $6K
EIX
Edison International

Utilities
84
New
$77.93 - $88.36 $6.55K - $7.42K
84 $6K
EL
Estee Lauder Companies Inc

Consumer Defensive
68
New
$62.74 - $97.24 $4.27K - $6.61K
68 $5K
FQVLF
First Quantum Minerals LTD

Basic Materials
463
New
$12.15 - $14.78 $5.63K - $6.84K
463 $5K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
84
New
$60.13 - $67.31 $5.05K - $5.65K
84 $5K
CLLNY
Cellnex Telecom S A Adr (Esp)

Real Estate
328
New
$15.23 - $20.36 $5K - $6.68K
328 $5K
AJG
Arthur J. Gallagher & Co.

Financial Services
19
New
$278.49 - $315.16 $5.29K - $5.99K
19 $5K
DTEGY
Deutsche Telekom Ag Ads (1 Ord)

Communication Services
168
New
$28.92 - $32.34 $4.86K - $5.43K
168 $5K
TRV
Travelers Companies, Inc.

Financial Services
24
New
$225.97 - $266.66 $5.42K - $6.4K
24 $5K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
50
New
$97.09 - $120.01 $4.85K - $6K
50 $5K
XLP
Consumer Staples Sector Spdr

ETFs
73
New
N/A
73 $5K
SPG
Simon Property Group Inc

Real Estate
32
New
$167.23 - $183.84 $5.35K - $5.88K
32 $5K
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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