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
SWBI
Smith & Wesson Brands, Inc.

Industrials
4
+ 1.32%
$9.32 - $11.16 $37.3 - $44.6
308 $2K
IVT
Inven Trust Properties Corp.

Real Estate
9
+ 0.82%
$28.36 - $30.77 $255 - $277
1.11K $32K
ITW
Illinois Tool Works Inc

Industrials
1
+ 0.55%
$244.9 - $274.48 $245 - $274
184 $45K
NVEC
Nve Corp

Technology
1
+ 1.96%
$63.74 - $86.55 $63.7 - $86.6
52 $3K
TFC
Truist Financial Corp

Financial Services
7
+ 1.03%
$39.48 - $48.15 $276 - $337
687 $28K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
1
+ 0.42%
$95.53 - $112.45 $95.5 - $112
238 $23K
DD
Du Pont De Nemours, Inc.

Basic Materials
4
+ 0.51%
$72.7 - $84.32 $291 - $337
796 $59K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
2
+ 0.43%
$32.42 - $36.13 $64.8 - $72.3
471 $15K
MAIN
Main Street Capital Corp

Financial Services
16
+ 1.62%
$54.71 - $63.1 $875 - $1.01K
1K $56K
DOV
Dover Corp

Industrials
1
+ 1.52%
$174.65 - $206.43 $175 - $206
67 $11K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.26%
$408.78 - $448.82 $409 - $449
389 $163K
VB
Vanguard Small Cap ETF

ETFs
1
+ 0.65%
$217.89 - $252.64 $218 - $253
154 $34K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1
+ 0.76%
$168.84 - $202.89 $169 - $203
133 $23K
BCML
Bay Com Corp

Financial Services
6
+ 0.59%
$24.39 - $29.09 $146 - $175
1.02K $25K
SPMD
Spdr Portfolio

ETFs
2
+ 0.32%
$50.21 - $57.73 $100 - $115
633 $32K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.1%
$28.64 - $32.91 $28.6 - $32.9
976 $28K
PAVE
Global X Fds Us Infrastructure

ETFs
3
+ 0.36%
$37.31 - $43.82 $112 - $131
827 $31K
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 1.02%
$347.25 - $424.87 $347 - $425
99 $36K
MRK
Merck & Co., Inc.

Healthcare
1
+ 0.28%
$83.01 - $101.02 $83 - $101
360 $32K
IBB
Ishares Biotechnology ETF

ETFs
1
+ 0.14%
$127.9 - $140.56 $128 - $141
717 $91K
OLN
Olin Corp

Basic Materials
3
+ 0.85%
$23.36 - $34.41 $70.1 - $103
355 $8K
USB
Us Bancorp \De\

Financial Services
5
+ 0.93%
$40.92 - $50.9 $205 - $255
540 $22K
BX
Blackstone Inc.

Financial Services
1
+ 1.08%
$136.53 - $186.74 $137 - $187
94 $13K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3
+ 0.32%
$64.88 - $72.1 $195 - $216
937 $61K
LYB
Lyondell Basell Industries N.V.

Basic Materials
113
+ 3.76%
$69.82 - $78.67 $7.89K - $8.89K
3.12K $219K
ACVF
ETF Opportunities Tr American

ETFs
6
+ 0.14%
$42.01 - $46.08 $252 - $276
4.34K $185K
UPS
United Parcel Service Inc

Industrials
5
+ 1.55%
$109.66 - $136.26 $548 - $681
327 $35K
HPQ
Hp Inc

Technology
9
+ 0.9%
$27.69 - $34.72 $249 - $312
1.01K $27K
VIS
Vanguard Industrial ETF

ETFs
3
+ 0.27%
$243.63 - $273.99 $731 - $822
1.1K $273K
SPYG
Spdr Portfolio

ETFs
1
+ 0.11%
$80.05 - $92.39 $80.1 - $92.4
942 $75K
DOW
Dow Inc.

Basic Materials
359
+ 9.41%
$34.36 - $41.92 $12.3K - $15K
4.17K $145K
SNDR
Schneider National, Inc.

Industrials
4
+ 0.3%
$22.65 - $30.73 $90.6 - $123
1.35K $30K
TGT
Target Corp

Consumer Defensive
2
+ 0.63%
$103.65 - $142.5 $207 - $285
322 $33K
IWM
Ishares Russell 2000 ETF

ETFs
1
+ 0.2%
$198.1 - $229.79 $198 - $230
500 $99K
ASH
Ashland Global Holdings Inc

Basic Materials
3
+ 0.27%
$55.87 - $73.16 $168 - $219
1.13K $67K
ETN
Eaton Corp PLC

Industrials
1
+ 0.47%
$271.83 - $371.23 $272 - $371
212 $57K
XLK
Technology Sector Spdr

ETFs
1
+ 0.1%
$206.38 - $242.18 $206 - $242
978 $201K
VTI
Vanguard Total Stock Market Et

ETFs
423
+ 4.24%
$271.18 - $303.12 $115K - $128K
10.4K $2.86M
HON
Honeywell International Inc

Industrials
282
+ 3.96%
$202.75 - $226.52 $57.2K - $63.9K
7.4K $1.57M
VUG
Vanguard Growth ETF

ETFs
43
+ 2.31%
$369.1 - $427.61 $15.9K - $18.4K
1.91K $706K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
106
+ 3.99%
$211.47 - $267.17 $22.4K - $28.3K
2.77K $584K
META
Meta Platforms, Inc.

Communication Services
18
+ 0.25%
$576.36 - $736.67 $10.4K - $13.3K
7.32K $4.22M
NKE
Nike, Inc.

Consumer Cyclical
366
+ 2.65%
$63.29 - $81.72 $23.2K - $29.9K
14.2K $900K
PYPL
Pay Pal Holdings, Inc.

Financial Services
441
+ 2.62%
$65.15 - $91.81 $28.7K - $40.5K
17.3K $1.13M
ADBE
Adobe Inc.

Technology
5
+ 0.08%
$377.84 - $464.11 $1.89K - $2.32K
6.22K $2.39M
CRM
Salesforce, Inc.

Technology
98
+ 0.76%
$268.36 - $359.95 $26.3K - $35.3K
13.1K $3.51M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
10.6K
+ 1.85%
$67.03 - $74.61 $712K - $793K
584K $39.7M
MRVL
Marvell Technology, Inc.

Technology
629
+ 1.43%
$61.57 - $126.06 $38.7K - $79.3K
44.7K $2.76M
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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