Winch Advisory Services, LLC Reduced Holdings in Q4 2024

Winch Advisory Services, LLC

  • $364 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
-7.18K
- 20.54%
$481.22 - $538.17 $3.46M - $3.87M
27.8K $14.2M
MSFT
Microsoft Corp

Technology
-536
- 1.26%
$406.35 - $454.46 $218K - $244K
42K $17.7M
SHV
Ishares Tr

ETFs
-3.99K
- 3.41%
$109.92 - $110.57 $439K - $442K
113K $12.5M
VTI
Vanguard Total Stock Market Et

ETFs
-1.62K
- 14.0%
$280.04 - $302.45 $455K - $491K
9.98K $2.89M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-308
- 1.19%
$442.29 - $483.08 $136K - $149K
25.5K $11.6M
NKE
Nike, Inc.

Consumer Cyclical
-109
- 0.78%
$73.36 - $89.13 $8K - $9.72K
13.8K $1.05M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-780
- 1.84%
$81.68 - $82.93 $63.7K - $64.7K
41.6K $3.41M
IAU
Ishares Gold Trust

ETFs
-1.99K
- 17.8%
$48.37 - $52.65 $96.3K - $105K
9.2K $455K
SBUX
Starbucks Corp

Consumer Cyclical
-36
- 0.31%
$87.44 - $102.5 $3.15K - $3.69K
11.4K $1.04M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-2.13K
- 7.91%
$28.88 - $29.33 $61.4K - $62.4K
24.8K $718K
DOW
Dow Inc.

Basic Materials
-58
- 1.5%
$39.1 - $55.34 $2.27K - $3.21K
3.81K $153K
HBAN
Huntington Bancshares Inc

Financial Services
-3.55K
- 47.82%
$14.18 - $18.2 $50.3K - $64.6K
3.87K $62K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
-756
- 10.81%
$40.34 - $40.62 $30.5K - $30.7K
6.24K $252K
ABBV
Abb Vie Inc.

Healthcare
-89
- 11.17%
$164.99 - $203.87 $14.7K - $18.1K
708 $125K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-90
- 93.75%
$311.11 - $335.64 $28K - $30.2K
6 $1K
KRE
Spdr S&P Regional Banking ETF

ETFs
-468
- 65.27%
$54.6 - $68.9 $25.6K - $32.2K
249 $15K
TFC
Truist Financial Corp

Financial Services
-593
- 46.58%
$41.51 - $48.1 $24.6K - $28.5K
680 $29K
XLE
Energy Sector Spdr

ETFs
-238
- 12.72%
$83.32 - $97.27 $19.8K - $23.2K
1.63K $139K
F
Ford Motor CO

Consumer Cyclical
-1.27K
- 6.9%
$9.69 - $11.4 $12.3K - $14.4K
17.1K $169K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-114
- 1.1%
$77.86 - $79.27 $8.88K - $9.04K
10.2K $796K
QCOM
Qualcomm Inc

Technology
-55
- 9.65%
$150.4 - $178.04 $8.27K - $9.79K
515 $79K
ITA
Ishares Tr

ETFs
-64
- 6.7%
$144.31 - $157.31 $9.24K - $10.1K
891 $129K
XLU
Utilities Sector Spdr

ETFs
-107
- 16.46%
$74.89 - $82.93 $8.01K - $8.87K
543 $41K
VB
Vanguard Small Cap ETF

ETFs
-45
- 22.73%
$233.76 - $261.58 $10.5K - $11.8K
153 $36K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-50
- 5.47%
$96.64 - $101.23 $4.83K - $5.06K
864 $83K
CCL
Carnival Corp

Consumer Cyclical
-500
- 76.69%
$17.34 - $26.8 $8.67K - $13.4K
152 $3K
HD
Home Depot, Inc.

Consumer Cyclical
-16
- 14.04%
$385.02 - $431.37 $6.16K - $6.9K
98 $38K
HOG
Harley Davidson, Inc.

Consumer Cyclical
-128
- 30.92%
$29.69 - $38.02 $3.8K - $4.87K
286 $8K
BIBL
Northern Lts Fd Tr Iv

ETFs
-95
- 7.47%
$38.73 - $42.41 $3.68K - $4.03K
1.18K $45K
LUV
Southwest Airlines CO

Industrials
-254
- 34.0%
$28.99 - $34.84 $7.36K - $8.85K
493 $16K
NUE
Nucor Corp

Basic Materials
-19
- 20.65%
$115.78 - $167.74 $2.2K - $3.19K
73 $8K
AMAT
Applied Materials Inc

Technology
-21
- 47.73%
$161.44 - $213.89 $3.39K - $4.49K
23 $3K
AMP
Ameriprise Financial Inc

Financial Services
-11
- 68.75%
$473.15 - $574.01 $5.2K - $6.31K
5 $2K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-61
- 29.19%
$55.73 - $66.16 $3.4K - $4.04K
148 $8K
PAVE
Global X Fds Us Infrastructure

ETFs
-97
- 10.53%
$40.41 - $45.95 $3.92K - $4.46K
824 $33K
AXP
American Express CO

Financial Services
-10
- 50.0%
$267.35 - $305.57 $2.67K - $3.06K
10 $2K
XLC
Select Sector Spdr Tr Communic

ETFs
-102
- 9.71%
$89.66 - $102.16 $9.15K - $10.4K
948 $91K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
-303
- 99.34%
$11.34 - $12.27 $3.44K - $3.72K
2 $0
SPSB
Spdr Portfolio Short Term Corp

ETFs
-81
- 8.04%
$29.77 - $30.19 $2.41K - $2.45K
927 $27K
VTRS
Viatris Inc

Healthcare
-296
- 14.99%
$11.32 - $13.37 $3.35K - $3.96K
1.68K $20K
BUG
Global X Fds Cybersecurity ETF

ETFs
-66
- 10.3%
$30.13 - $34.51 $1.99K - $2.28K
575 $18K
XLY
Select Sector Spdr Consumer Di

ETFs
-18
- 14.17%
$194.8 - $239.43 $3.51K - $4.31K
109 $24K
SCHW
Schwab Charles Corp

Financial Services
-28
- 17.28%
$63.31 - $82.85 $1.77K - $2.32K
134 $9K
SHAG
Wisdomtree Yield Enhanced U.S.
-268
- 2.67%
N/A
9.78K $0
GM
General Motors CO

Consumer Cyclical
-11
- 12.94%
$44.82 - $60.2 $493 - $662
74 $3K
Arcadium Lithium PLC
-737
- 27.72%
N/A
1.92K $0
SPYG
Spdr Portfolio

ETFs
-31
- 3.19%
$81.74 - $91.38 $2.53K - $2.83K
941 $82K
GLT
Glatfelter Corp

Basic Materials
-100
- 41.15%
$1.66 - $21.5 $166 - $2.15K
143 $2K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-255
- 1.49%
$77.25 - $91.3 $19.7K - $23.3K
16.8K $1.44M
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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