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
MVO
Mv Oil Trust

Energy
400
New
$8.95 - $9.92 $3.58K - $3.97K
400 $3K
CGCP
Capital Group Core Plus Income

ETFs
23
+ 0.83%
$22.12 - $23.31 $509 - $536
2.79K $64K
SPYG
Spdr Portfolio

ETFs
1
+ 0.1%
$73.38 - $84.1 $73.4 - $84.1
972 $80K
SO
Southern CO

Utilities
2
+ 0.93%
$77.0 - $90.52 $154 - $181
216 $19K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
305
New
$10.91 - $12.02 $3.33K - $3.67K
305 $3K
BX
Blackstone Inc.

Financial Services
1
+ 1.09%
$120.77 - $159.66 $121 - $160
93 $14K
KMI
Kinder Morgan, Inc.

Energy
15
+ 1.38%
$19.72 - $22.22 $296 - $333
1.1K $24K
BIBL
Northern Lts Fd Tr Iv

ETFs
3
+ 0.24%
$36.61 - $40.67 $110 - $122
1.27K $51K
DAL
Delta Air Lines, Inc.

Industrials
3
+ 0.39%
$37.32 - $51.8 $112 - $155
770 $39K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3
+ 0.47%
$58.03 - $65.37 $174 - $196
645 $41K
PAVE
Global X Fds Us Infrastructure

ETFs
2
+ 0.22%
$36.39 - $41.16 $72.8 - $82.3
921 $37K
HLN
Haleon PLC

Healthcare
5
+ 0.52%
$8.32 - $10.7 $41.6 - $53.5
972 $10K
HPF
John Hancock Preferred Income Fund Ii

Financial Services
26
+ 2.15%
$16.15 - $18.66 $420 - $485
1.24K $23K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3
+ 0.32%
$60.84 - $67.51 $183 - $203
931 $62K
WM
Waste Management Inc

Industrials
47
+ 4.26%
$196.96 - $223.45 $9.26K - $10.5K
1.15K $238K
GILD
Gilead Sciences, Inc.

Healthcare
1
+ 0.78%
$66.59 - $83.99 $66.6 - $84
130 $10K
CAT
Caterpillar Inc

Industrials
1
+ 4.0%
$316.8 - $391.12 $317 - $391
26 $10K
SPMD
Spdr Portfolio

ETFs
2
+ 0.32%
$50.29 - $54.92 $101 - $110
629 $34K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
1
+ 0.84%
$29.24 - $45.37 $29.2 - $45.4
120 $5K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
14
+ 0.74%
$25.19 - $26.39 $353 - $369
1.9K $49K
WU
Western Union CO

Financial Services
204
New
$11.35 - $12.97 $2.32K - $2.65K
204 $2K
XLI
Industrial Sector Spdr

ETFs
1
+ 0.6%
$120.56 - $135.44 $121 - $135
167 $22K
CGXU
Capital Group Intl Focus Equit

ETFs
2
+ 0.22%
$24.27 - $27.46 $48.5 - $54.9
896 $24K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.21%
$26.74 - $30.37 $53.5 - $60.7
974 $29K
CGUS
Capital Group Core Equity ETF
1
+ 0.08%
$31.19 - $34.33 $31.2 - $34.3
1.18K $40K
D
Dominion Energy, Inc

Utilities
1
+ 0.47%
$48.01 - $58.53 $48 - $58.5
213 $12K
HOG
Harley Davidson, Inc.

Consumer Cyclical
1
+ 0.24%
$31.83 - $39.53 $31.8 - $39.5
414 $15K
HPE
Hewlett Packard Enterprise CO

Technology
100
New
$16.1 - $21.44 $1.61K - $2.14K
100 $2K
VTRS
Viatris Inc

Healthcare
16
+ 0.82%
$10.32 - $12.13 $165 - $194
1.98K $22K
BUI
Black Rock Utilities, Infrastructure & Power Opportunities Trust

Financial Services
9
+ 1.57%
$22.14 - $24.83 $199 - $223
584 $14K
KNOP
Knot Offshore Partners LP

Industrials
301
New
$6.53 - $8.55 $1.97K - $2.57K
301 $2K
IMOS
Chipmos Technologies Inc

Technology
100
New
$21.65 - $26.83 $2.17K - $2.68K
100 $2K
CRWD
Crowd Strike Holdings, Inc.

Technology
9
New
$217.89 - $392.15 $1.96K - $3.53K
9 $2K
ADP
Automatic Data Processing Inc

Industrials
1
+ 9.09%
$233.44 - $279.45 $233 - $279
12 $3K
BLES
Northern Lts Fd Tr Iv Inspire

ETFs
2
+ 0.87%
$35.93 - $39.64 $71.9 - $79.3
231 $9K
BMY
Bristol Myers Squibb CO

Healthcare
1
+ 1.41%
$39.66 - $51.75 $39.7 - $51.8
72 $3K
VIG
Vanguard Dividend Appreciation

ETFs
2
+ 0.56%
$182.15 - $182.15 $364 - $364
358 $65K
AFL
Aflac Inc

Financial Services
1
+ 1.27%
$88.52 - $111.8 $88.5 - $112
80 $8K
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
3
+ 1.06%
$28.91 - $32.54 $86.7 - $97.6
287 $9K
BGS
B&G Foods, Inc.

Consumer Defensive
13
+ 2.25%
$7.68 - $9.34 $99.8 - $121
590 $5K
VT
Vanguard Total World Stk Index

ETFs
1
+ 0.75%
$107.72 - $119.96 $108 - $120
135 $16K
BTI
British American Tobacco P.L.C.

Consumer Defensive
5
+ 2.13%
$31.07 - $39.36 $155 - $197
240 $8K
SPSB
Spdr Portfolio Short Term Corp

ETFs
12
+ 1.2%
$29.58 - $30.31 $355 - $364
1.01K $30K
KR
Kroger CO

Consumer Defensive
1
+ 0.55%
$50.43 - $57.3 $50.4 - $57.3
182 $10K
WSBF
Waterstone Financial, Inc.

Financial Services
100
New
$12.7 - $16.27 $1.27K - $1.63K
100 $1K
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
1
+ 0.31%
$39.98 - $43.99 $40 - $44
323 $14K
WEN
Wendy'S CO

Consumer Cyclical
101
New
$15.83 - $18.24 $1.6K - $1.84K
101 $1K
YUM
Yum Brands Inc

Consumer Cyclical
1
+ 0.98%
$125.95 - $139.96 $126 - $140
103 $14K
IEFA
Ishares Tr

ETFs
18
New
$70.09 - $78.74 $1.26K - $1.42K
18 $1K
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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