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
DFAX
Dimensional ETF Tr
2
+ 0.34%
$24.45 - $27.2 $48.9 - $54.4
582 $15K
GOLD
Barrick Gold Corp

Basic Materials
1
+ 0.44%
$15.45 - $19.56 $15.5 - $19.6
230 $4K
SLB
Schlumberger Limited

Energy
1
+ 0.44%
$38.4 - $43.74 $38.4 - $43.7
230 $9K
FXG
First Tr Exchange Traded First

ETFs
1
+ 0.46%
$62.56 - $65.85 $62.6 - $65.9
217 $14K
CGCP
Capital Group Core Plus Income

ETFs
22
+ 0.78%
$21.94 - $22.64 $483 - $498
2.84K $63K
AZN
Astrazeneca PLC

Healthcare
1
+ 2.33%
$65.37 - $77.96 $65.4 - $78
44 $3K
BKR
Baker Hughes CO

Energy
1
+ 0.27%
$41.16 - $48.85 $41.2 - $48.9
377 $16K
XLB
Select Sector Spdr Fd Material

ETFs
2
+ 0.55%
$83.19 - $90.99 $166 - $182
363 $31K
KNOP
Knot Offshore Partners LP

Industrials
2
+ 0.66%
$5.33 - $6.98 $10.7 - $14
304 $2K
BMY
Bristol Myers Squibb CO

Healthcare
3
+ 1.04%
$53.9 - $63.11 $162 - $189
292 $17K
VIG
Vanguard Dividend Appreciation

ETFs
2
+ 0.44%
N/A
456 $83K
JCI
Johnson Controls International PLC

Industrials
3
+ 0.57%
$76.12 - $90.6 $228 - $272
532 $42K
ENB
Enbridge Inc

Energy
4
+ 1.52%
$41.54 - $45.45 $166 - $182
267 $11K
ES
Eversource Energy

Utilities
1
+ 2.38%
$55.63 - $63.8 $55.6 - $63.8
43 $2K
WU
Western Union CO

Financial Services
5
+ 2.4%
$10.24 - $11.62 $51.2 - $58.1
213 $2K
Super Micro Computer Inc
168
+ 840.0%
N/A
188 $0
CGMS
Capital Grp Core Plus Income E
13.7K
+ 1.9%
N/A
733K $0
Sirius Xm Holdings Inc
7
+ 1.11%
N/A
639 $0
Goldman Sachs Group Inc Medium Term Note Survivor Option
6K
New
N/A
6K $0
Jacobs Solutions Inc
1
+ 0.18%
N/A
543 $0
BGS
B&G Foods, Inc.

Consumer Defensive
17
+ 2.82%
$5.62 - $7.87 $95.5 - $134
620 $4K
BUI
Black Rock Utilities, Infrastructure & Power Opportunities Trust

Financial Services
11
+ 1.85%
$22.2 - $23.74 $244 - $261
604 $13K
BUG
Global X Fds Cybersecurity ETF

ETFs
1
+ 0.17%
$31.56 - $36.78 $31.6 - $36.8
576 $18K
CMCSA
Comcast Corp

Communication Services
4
+ 0.58%
$33.19 - $38.23 $133 - $153
692 $25K
COPX
Global X Copper Miners ETF

ETFs
2
+ 1.09%
$37.72 - $43.32 $75.4 - $86.6
186 $7K
CTRA
Coterra Energy Inc.

Energy
1
+ 1.0%
$25.51 - $29.83 $25.5 - $29.8
101 $2K
TTWO
Take Two Interactive Software Inc

Communication Services
2
New
$178.61 - $217.95 $357 - $436
2 $0
CX
Cemex Sab De Cv

Basic Materials
1
+ 0.7%
$5.36 - $6.78 $5.36 - $6.78
143 $0
XLC
Select Sector Spdr Tr Communic

ETFs
2
+ 0.21%
$94.84 - $105.31 $190 - $211
950 $91K
Tempus Ai Inc Cl A
58
New
N/A
58 $0
EMB
Ishares Tr

ETFs
2
+ 1.08%
$88.64 - $92.03 $177 - $184
187 $16K
FANG
Diamondback Energy, Inc.

Energy
1
+ 1.52%
$139.9 - $180.18 $140 - $180
67 $10K
Ishares Bitcoin Trust ETF
37
+ 1.05%
N/A
3.57K $0
PFF
Ishares Trust Ishares Pfd And

ETFs
4
+ 1.13%
$30.73 - $32.26 $123 - $129
358 $11K
PEP
Pepsico Inc

Consumer Defensive
13
+ 1.44%
$142.64 - $156.42 $1.85K - $2.03K
918 $137K
PCAR
Paccar Inc

Industrials
1
+ 4.76%
$96.91 - $112.51 $96.9 - $113
22 $2K
MFC
Manulife Financial Corp

Financial Services
1
+ 2.13%
$28.41 - $31.82 $28.4 - $31.8
48 $1K
OSK
Oshkosh Corp

Industrials
1
+ 0.65%
$89.56 - $116.4 $89.6 - $116
154 $14K
OXY
Occidental Petroleum Corp

Energy
1
+ 0.05%
$45.45 - $52.7 $45.5 - $52.7
2.19K $108K
HYG
Ishares Tr

ETFs
2
+ 0.96%
$78.51 - $80.11 $157 - $160
211 $16K
Lam Research Corp
129
+ 4.06%
N/A
3.31K $0
Kenvue Inc
8
+ 0.86%
N/A
940 $0
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1
+ 1.23%
$27.01 - $28.54 $27 - $28.5
82 $2K
LQD
Ishares Iboxx $ Investment Gra

ETFs
1
+ 0.67%
$105.1 - $109.61 $105 - $110
151 $16K
PRU
Prudential Financial Inc

Financial Services
1
+ 1.23%
$105.04 - $122.33 $105 - $122
82 $9K
GAL
Ssga Active ETF Tr

ETFs
2
+ 0.36%
$43.75 - $45.8 $87.5 - $91.6
552 $24K
MATV
Schweitzer Mauduit International Inc

Basic Materials
3
+ 1.92%
$5.67 - $10.97 $17 - $32.9
159 $0
KRE
Spdr S&P Regional Banking ETF

ETFs
1
+ 0.4%
$55.11 - $65.5 $55.1 - $65.5
250 $14K
PBF
Pbf Energy Inc.

Energy
2
+ 1.47%
$18.97 - $31.31 $37.9 - $62.6
138 $2K
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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