Winch Advisory Services, LLC Purchases in Q1 2025

Winch Advisory Services, LLC

  • $357 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TDG
Trans Digm Group Inc

Industrials
7
+ 53.85%
$1251.32 - $1394.11 $8.76K - $9.76K
20 $27K
AGNC
Agnc Investment Corp.

Real Estate
430
+ 3.7%
$9.12 - $10.54 $3.92K - $4.53K
12K $115K
VFH
Vanguard Financial ETF

ETFs
19
+ 0.43%
$114.07 - $127.34 $2.17K - $2.42K
4.49K $535K
USO
United States Oil Fund, LP

ETFs
96
New
$70.89 - $84.34 $6.81K - $8.1K
96 $7K
VTV
Vanguard Value ETF

ETFs
21
+ 1.79%
$167.73 - $179.21 $3.52K - $3.76K
1.2K $206K
SO
Southern CO

Utilities
6
+ 0.93%
$80.96 - $92.96 $486 - $558
653 $60K
ITA
Ishares Tr

ETFs
2
+ 0.22%
$144.84 - $159.5 $290 - $319
893 $136K
VST
Vistra Corp.

Utilities
54
New
$108.49 - $191.89 $5.86K - $10.4K
54 $6K
HBAN
Huntington Bancshares Inc

Financial Services
709
+ 18.32%
$14.28 - $17.39 $10.1K - $12.3K
4.58K $68K
SHEL
Shell PLC

Energy
5
+ 1.08%
$62.84 - $73.29 $314 - $366
467 $34K
GILD
Gilead Sciences, Inc.

Healthcare
1
+ 0.49%
$89.14 - $117.41 $89.1 - $117
206 $23K
WFC
Wells Fargo & Company

Financial Services
12
+ 0.44%
$66.78 - $81.42 $801 - $977
2.76K $197K
PFG
Principal Financial Group Inc

Financial Services
4
+ 0.65%
$76.34 - $89.04 $305 - $356
618 $52K
XEL
Xcel Energy Inc

Utilities
10
+ 0.84%
$63.37 - $72.1 $634 - $721
1.2K $85K
XLV
Select Sector Spdr Fund Health

ETFs
1
+ 0.2%
$137.61 - $149.68 $138 - $150
508 $74K
MSTR
Microstrategy Inc

Technology
16
New
$239.27 - $396.5 $3.83K - $6.34K
16 $4K
VO
Vanguard Mid Cap ETF

ETFs
19
+ 8.56%
$251.87 - $277.95 $4.79K - $5.28K
241 $62K
AA
Alcoa Corp

Basic Materials
121
+ 1100.0%
$30.5 - $39.53 $3.69K - $4.78K
132 $4K
SMR
Nuscale Power Corp

Industrials
327
New
$14.16 - $29.08 $4.63K - $9.51K
327 $4K
DUK
Duke Energy Corp

Utilities
2
+ 0.63%
$105.87 - $121.97 $212 - $244
318 $38K
AMT
American Tower Corp

Real Estate
1
+ 0.98%
$173.46 - $217.6 $173 - $218
103 $22K
YUM
Yum Brands Inc

Consumer Cyclical
1
+ 0.97%
$123.25 - $162.53 $123 - $163
104 $16K
XLF
Financial Sector Spdr

ETFs
5
+ 0.26%
$47.32 - $52.19 $237 - $261
1.9K $94K
MPC
Marathon Petroleum Corp

Energy
2
+ 0.37%
$134.72 - $159.03 $269 - $318
549 $79K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
46
+ 0.74%
$40.24 - $40.65 $1.85K - $1.87K
6.29K $255K
LEU
Centrus Energy Corp

Energy
63
New
$62.21 - $119.74 $3.92K - $7.54K
63 $3K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
11
+ 0.62%
$126.11 - $135.06 $1.39K - $1.49K
1.78K $229K
CCI
Crown Castle International Corp

Real Estate
2
+ 1.4%
$84.33 - $106.39 $169 - $213
145 $15K
VBK
Vanguard Small Cap Growth ETF

ETFs
10
+ 125.0%
$247.97 - $296.33 $2.48K - $2.96K
18 $4K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
2
+ 0.1%
$25.21 - $26.38 $50.4 - $52.8
1.92K $50K
SOXX
Ishares Semiconductor ETF

ETFs
12
New
$188.17 - $235.81 $2.26K - $2.83K
12 $2K
NIC
Nicolet Bankshares Inc

Financial Services
1
+ 0.2%
$100.7 - $119.94 $101 - $120
509 $55K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2
+ 0.3%
$58.01 - $64.46 $116 - $129
658 $40K
ZNOG
Zion Oil & Gas Inc

Energy
12K
New
$0.09 - $0.25 $1.08K - $3K
12K $2K
XLU
Utilities Sector Spdr

ETFs
4
+ 0.74%
$74.7 - $80.27 $299 - $321
547 $43K
IWB
Ishares Tr Russell 1000 ETF

ETFs
6
+ 100.0%
$302.31 - $337.54 $1.81K - $2.03K
12 $3K
ETR
Entergy Corp

Utilities
1
+ 0.63%
$75.26 - $87.89 $75.3 - $87.9
159 $13K
IVV
Ishares Core S&P 500 ETF

ETFs
3
+ 37.5%
$554.06 - $615.85 $1.66K - $1.85K
11 $6K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
4
+ 0.81%
$30.38 - $34.94 $122 - $140
498 $17K
KMI
Kinder Morgan, Inc.

Energy
12
+ 1.08%
$26.1 - $31.22 $313 - $375
1.12K $32K
IEO
Ishares Tr

ETFs
2
+ 0.44%
$86.02 - $99.13 $172 - $198
454 $42K
EXAS
Exact Sciences Corp

Healthcare
66
+ 64.08%
$43.04 - $58.51 $2.84K - $3.86K
169 $7K
VDE
Vanguard Energy ETF

ETFs
1
+ 0.83%
$119.14 - $132.76 $119 - $133
122 $15K
SHOP
Shopify Inc.

Technology
19
New
$90.59 - $129.31 $1.72K - $2.46K
19 $1K
CNP
Centerpoint Energy Inc

Utilities
1
+ 0.43%
$30.87 - $36.25 $30.9 - $36.3
235 $8K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
317
+ 19.18%
$165.25 - $224.62 $52.4K - $71.2K
1.97K $327K
TOST
Toast, Inc.

Technology
59
New
$32.61 - $41.98 $1.92K - $2.48K
59 $1K
TLT
Ishares Barclays 20+ Year Trea

ETFs
1
+ 0.43%
$85.29 - $92.57 $85.3 - $92.6
235 $21K
D
Dominion Energy, Inc

Utilities
1
+ 0.47%
$52.85 - $57.43 $52.9 - $57.4
216 $12K
Activity Summary
Buys All Purchases 199 New Holdings 16 Increased Positions 183 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 0 Puts 0
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