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
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.26%
$386.81 - $423.12 $387 - $423
386 $163K
MO
Altria Group, Inc.

Consumer Defensive
40
+ 2.08%
$45.95 - $54.71 $1.84K - $2.19K
1.96K $100K
HBAN
Huntington Bancshares Inc

Financial Services
66
+ 0.9%
$12.84 - $15.15 $847 - $1K
7.42K $109K
VB
Vanguard Small Cap ETF

ETFs
46
+ 30.26%
$214.77 - $237.72 $9.88K - $10.9K
198 $46K
BOTZ
Global X Fds

ETFs
206
+ 4.26%
$27.68 - $32.27 $5.7K - $6.65K
5.04K $162K
IP
International Paper CO

Consumer Cyclical
252
New
$42.55 - $49.98 $10.7K - $12.6K
252 $12K
TMUS
T Mobile Us, Inc.

Communication Services
1
+ 0.25%
$175.14 - $206.36 $175 - $206
406 $83K
MRO
Marathon Oil Corp

Energy
445
+ 195.18%
$25.87 - $29.26 $11.5K - $13K
673 $17K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
63
+ 5.17%
$147.95 - $191.05 $9.32K - $12K
1.28K $222K
CGDV
Capital Group Divid Value ETF

ETFs
3
+ 0.11%
$32.96 - $36.48 $98.9 - $109
2.78K $101K
IWM
Ishares Russell 2000 ETF

ETFs
2
+ 0.4%
$200.87 - $224.6 $402 - $449
498 $110K
AGNC
Agnc Investment Corp.

Real Estate
224
+ 3.62%
$9.48 - $10.66 $2.12K - $2.39K
6.41K $67K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
50
+ 5.79%
$96.25 - $101.98 $4.81K - $5.1K
914 $92K
KHC
Kraft Heinz CO

Consumer Defensive
121
+ 6.82%
$31.86 - $36.13 $3.86K - $4.37K
1.89K $66K
KEY
Keycorp

Financial Services
24
+ 0.68%
$13.95 - $17.34 $335 - $416
3.57K $59K
KMB
Kimberly Clark Corp

Consumer Defensive
3
+ 0.18%
$135.05 - $148.35 $405 - $445
1.71K $243K
CHSCO
Chs Inc

Consumer Defensive
305
New
$26.08 - $27.42 $7.95K - $8.36K
305 $8K
XLF
Financial Sector Spdr

ETFs
7
+ 0.38%
$40.84 - $45.74 $286 - $320
1.87K $84K
AVGO
Broadcom Inc.

Technology
514
+ 901.75%
$136.27 - $1745.86 $70K - $897K
571 $98K
MSI
Motorola Solutions, Inc.

Technology
1
+ 1.08%
$385.65 - $450.49 $386 - $450
94 $42K
CSCO
Cisco Systems, Inc.

Technology
9
+ 0.75%
$44.74 - $53.22 $403 - $479
1.22K $64K
PM
Philip Morris International Inc.

Consumer Defensive
4
+ 1.28%
$101.25 - $127.45 $405 - $510
317 $38K
PSA
Public Storage

Real Estate
1
+ 1.16%
$283.13 - $365.01 $283 - $365
87 $31K
NIC
Nicolet Bankshares Inc

Financial Services
2
+ 0.4%
$80.01 - $103.65 $160 - $207
507 $48K
DD
Du Pont De Nemours, Inc.

Basic Materials
4
+ 0.51%
$77.22 - $89.49 $309 - $358
788 $70K
SNDR
Schneider National, Inc.

Industrials
5
+ 0.37%
$22.89 - $28.65 $114 - $143
1.34K $38K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
89
+ 1.29%
$40.28 - $40.8 $3.58K - $3.63K
7K $285K
IBB
Ishares Biotechnology ETF

ETFs
1
+ 0.14%
$135.09 - $149.47 $135 - $149
716 $104K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
3
+ 1.97%
$72.18 - $107.33 $217 - $322
155 $16K
JCI
Johnson Controls International PLC

Industrials
3
+ 0.57%
$65.52 - $77.61 $197 - $233
527 $40K
LOW
Lowes Companies Inc

Consumer Cyclical
1
+ 1.3%
$213.3 - $270.78 $213 - $271
78 $21K
KRE
Spdr S&P Regional Banking ETF

ETFs
2
+ 0.28%
$47.94 - $59.23 $95.9 - $118
717 $40K
IVT
Inven Trust Properties Corp.

Real Estate
10
+ 0.92%
$24.41 - $29.87 $244 - $299
1.1K $31K
XLC
Select Sector Spdr Tr Communic

ETFs
3
+ 0.29%
$82.16 - $90.4 $246 - $271
1.05K $94K
ITW
Illinois Tool Works Inc

Industrials
1
+ 0.55%
$233.14 - $263.97 $233 - $264
182 $47K
CRLBF
Cresco Labs Inc.

Healthcare
3.53K
New
$1.38 - $2.0 $4.87K - $7.06K
3.53K $5K
VO
Vanguard Mid Cap ETF

ETFs
1
+ 0.45%
$237.84 - $263.83 $238 - $264
221 $58K
PEP
Pepsico Inc

Consumer Defensive
5
+ 0.56%
$161.9 - $179.3 $810 - $897
905 $153K
FCX
Freeport Mcmoran Inc

Basic Materials
10
+ 0.3%
$39.52 - $51.92 $395 - $519
3.31K $165K
HTLF
Heartland Financial Usa Inc

Financial Services
2
+ 0.48%
$43.37 - $58.97 $86.7 - $118
421 $23K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1
+ 0.07%
$41.9 - $48.26 $41.9 - $48.3
1.35K $64K
PFG
Principal Financial Group Inc

Financial Services
3
+ 0.5%
$72.94 - $87.46 $219 - $262
609 $52K
TFC
Truist Financial Corp

Financial Services
8
+ 0.63%
$38.22 - $44.94 $306 - $360
1.27K $54K
WMB
Williams Companies, Inc.

Energy
101
New
$41.24 - $46.22 $4.17K - $4.67K
101 $4K
NVEC
Nve Corp

Technology
51
New
$71.14 - $89.3 $3.63K - $4.55K
51 $4K
LYB
Lyondell Basell Industries N.V.

Basic Materials
40
+ 1.39%
$92.56 - $99.46 $3.7K - $3.98K
2.92K $279K
XLV
Select Sector Spdr Fund Health

ETFs
1
+ 0.28%
$143.3 - $157.24 $143 - $157
364 $56K
BCML
Bay Com Corp

Financial Services
5
+ 0.5%
$19.39 - $24.63 $97 - $123
1.01K $24K
ETN
Eaton Corp PLC

Industrials
1
+ 0.48%
$272.52 - $333.02 $273 - $333
211 $69K
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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