Winch Advisory Services, LLC Purchases in Q3 2024

Winch Advisory Services, LLC

  • $345 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
3.74K
+ 0.67%
$63.28 - $70.06 $237K - $262K
564K $39.5M
VCIT
Vanguard Intermediate Term Cor

ETFs
2.71K
+ 1.2%
$79.29 - $84.02 $215K - $228K
228K $19.1M
GBIL
Goldman Sachs Access Treasury

ETFs
10.3K
+ 345.36%
$99.7 - $100.3 $1.02M - $1.03M
13.2K $1.33M
QQQ
Invesco Qqq Trust, Series 1

ETFs
405
+ 1.17%
$434.77 - $502.96 $176K - $204K
35K $17.1M
VGSH
Vanguard

ETFs
1.36K
+ 0.46%
$57.74 - $59.13 $78.6K - $80.5K
300K $17.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
306
+ 5.11%
$517.38 - $573.86 $158K - $176K
6.3K $3.61M
VUG
Vanguard Growth ETF

ETFs
774
+ 78.74%
$341.08 - $391.94 $264K - $303K
1.76K $674K
VTI
Vanguard Total Stock Market Et

ETFs
402
+ 3.59%
$255.18 - $283.2 $103K - $114K
11.6K $3.29M
COST
Costco Wholesale Corp

Consumer Defensive
171
+ 5.64%
$801.83 - $917.05 $137K - $157K
3.2K $2.84M
JPM
Jpmorgan Chase & CO

Financial Services
12
+ 0.05%
$194.9 - $224.8 $2.34K - $2.7K
24.3K $5.12M
VZ
Verizon Communications Inc

Communication Services
1.02K
+ 3.08%
$38.89 - $45.0 $39.6K - $45.9K
34.1K $1.53M
WEC
Wec Energy Group, Inc.

Utilities
67
+ 0.9%
$77.68 - $96.19 $5.2K - $6.44K
7.54K $725K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
2.55K
+ 11.46%
$36.06 - $37.66 $92K - $96K
24.8K $933K
MMM
3 M CO

Industrials
1
+ 0.03%
$99.69 - $139.42 $99.7 - $139
3.57K $487K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
2.39K
+ 4.21%
$24.86 - $26.33 $59.3K - $62.8K
59.1K $1.54M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
217
+ 1808.33%
$475.2 - $527.7 $103K - $115K
229 $120K
SPIB
Spdr Portfolio Intermediate Te

ETFs
1.69K
+ 3.53%
$32.36 - $33.78 $54.6K - $57K
49.5K $1.67M
AMD
Advanced Micro Devices Inc

Technology
539
+ 63.94%
$128.67 - $183.96 $69.4K - $99.2K
1.38K $226K
PG
Procter & Gamble CO

Consumer Defensive
189
+ 2.8%
$160.76 - $177.82 $30.4K - $33.6K
6.93K $1.2M
VVV
Valvoline Inc

Energy
1.84K
+ 87.89%
$38.64 - $47.6 $71K - $87.4K
3.93K $164K
LMT
Lockheed Martin Corp

Industrials
3
+ 0.57%
$460.3 - $584.56 $1.38K - $1.75K
526 $307K
VTV
Vanguard Value ETF

ETFs
240
+ 25.67%
$159.75 - $174.57 $38.3K - $41.9K
1.18K $205K
UNH
Unitedhealth Group Inc

Healthcare
14
+ 2.3%
$488.01 - $604.18 $6.83K - $8.46K
624 $364K
SHV
Ishares Tr

ETFs
312
+ 0.27%
$110.05 - $110.63 $34.3K - $34.5K
117K $13M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
548
+ 4.51%
$42.76 - $45.16 $23.4K - $24.7K
12.7K $568K
VFH
Vanguard Financial ETF

ETFs
7
+ 0.16%
$99.27 - $111.21 $695 - $778
4.42K $485K
DE
Deere & CO

Industrials
4
+ 0.45%
$344.84 - $418.0 $1.38K - $1.67K
887 $370K
MPC
Marathon Petroleum Corp

Energy
267
+ 96.04%
$158.61 - $180.75 $42.3K - $48.3K
545 $88K
NEE
Nextera Energy Inc

Utilities
165
+ 8.89%
$69.9 - $84.97 $11.5K - $14K
2.02K $170K
ABBV
Abb Vie Inc.

Healthcare
105
+ 15.17%
$163.84 - $199.33 $17.2K - $20.9K
797 $157K
VAW
Vanguard Materials ETF

ETFs
8
+ 0.44%
$189.89 - $213.71 $1.52K - $1.71K
1.82K $385K
ASML
Asml Holding Nv

Technology
79
+ 48.77%
$749.82 - $1098.95 $59.2K - $86.8K
241 $200K
VHT
Vanguard Health Care ETF

ETFs
7
+ 0.36%
$261.88 - $288.1 $1.83K - $2.02K
1.93K $544K
ASH
Ashland Global Holdings Inc

Basic Materials
420
+ 59.32%
$81.74 - $97.42 $34.3K - $40.9K
1.13K $98K
IWB
Ishares Tr Russell 1000 ETF

ETFs
96
New
$283.28 - $314.39 $27.2K - $30.2K
96 $30K
VGIT
Vanguard Intermediate Term Tre

ETFs
95
+ 0.92%
$57.8 - $60.8 $5.49K - $5.78K
10.4K $629K
VIS
Vanguard Industrial ETF

ETFs
4
+ 0.37%
$232.12 - $260.07 $928 - $1.04K
1.09K $284K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
171
+ 3.87%
$48.51 - $52.86 $8.3K - $9.04K
4.59K $242K
RIO
Rio Tinto PLC

Basic Materials
359
New
$59.71 - $71.21 $21.4K - $25.6K
359 $25K
XLU
Utilities Sector Spdr

ETFs
214
+ 49.08%
$67.67 - $80.78 $14.5K - $17.3K
650 $52K
JEPI
J P Morgan Exchange Traded Fd

ETFs
126
+ 2.37%
$54.98 - $59.51 $6.93K - $7.5K
5.45K $324K
XOM
Exxon Mobil Corp

Energy
98
+ 1.99%
$109.72 - $119.0 $10.8K - $11.7K
5.02K $588K
IEF
Ishares Barclays

ETFs
204
New
$92.67 - $99.14 $18.9K - $20.2K
204 $20K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
141
+ 0.09%
$91.42 - $91.82 $12.9K - $12.9K
166K $15.2M
ITA
Ishares Tr

ETFs
1
+ 0.1%
$131.58 - $149.64 $132 - $150
955 $142K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
10
+ 0.63%
$117.9 - $128.2 $1.18K - $1.28K
1.6K $204K
XEL
Xcel Energy Inc

Utilities
11
+ 0.94%
$52.11 - $65.3 $573 - $718
1.18K $77K
DOW
Dow Inc.

Basic Materials
177
+ 4.79%
$50.15 - $55.41 $8.88K - $9.81K
3.87K $211K
DWM
Wisdomtree Tr

ETFs
251
New
$52.24 - $58.1 $13.1K - $14.6K
251 $14K
Activity Summary
Buys All Purchases 217 New Holdings 38 Increased Positions 179 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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