Winch Advisory Services, LLC Purchases in Q4 2024

Winch Advisory Services, LLC

  • $364 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ACWI
Ishares Msci Acwi ETF

ETFs
2
+ 1.12%
$117.05 - $123.03 $234 - $246
180 $21K
BHF
Brighthouse Financial, Inc.

Financial Services
2
+ 33.33%
$43.95 - $52.91 $87.9 - $106
8 $0
Te Connectivity PLC
19
New
N/A
19 $0
SWBI
Smith & Wesson Brands, Inc.

Industrials
3
+ 1.0%
$9.79 - $14.1 $29.4 - $42.3
304 $3K
Super Micro Computer Inc
18
+ 900.0%
N/A
20 $0
SONY
Sony Group Corp

Technology
30
New
$17.53 - $96.8 $526 - $2.9K
30 $0
Sirius Xm Holdings Inc
632
New
N/A
632 $0
WU
Western Union CO

Financial Services
4
+ 1.96%
$10.52 - $11.94 $42.1 - $47.8
208 $2K
TOL
Toll Brothers, Inc.

Consumer Cyclical
6
New
$123.8 - $167.8 $743 - $1.01K
6 $0
XLI
Industrial Sector Spdr

ETFs
1
+ 0.6%
$131.76 - $143.99 $132 - $144
168 $22K
WELL
Welltower Inc.

Real Estate
1
+ 1.09%
$123.11 - $139.3 $123 - $139
93 $11K
VDE
Vanguard Energy ETF

ETFs
2
+ 1.68%
$116.67 - $136.78 $233 - $274
121 $14K
Lam Research Corp
3.18K
New
N/A
3.18K $0
Arista Networks Inc
12
New
N/A
12 $0
AMG
Affiliated Managers Group, Inc.

Financial Services
2
New
$175.77 - $196.52 $352 - $393
2 $0
STLD
Steel Dynamics Inc

Basic Materials
6
New
N/A
6 $0
ASB
Associated Banc Corp

Financial Services
1
+ 2.0%
$20.64 - $28.14 $20.6 - $28.1
51 $1K
VO
Vanguard Mid Cap ETF

ETFs
1
+ 0.45%
$261.5 - $284.63 $262 - $285
222 $58K
ALL
Allstate Corp

Financial Services
4
New
$181.25 - $208.2 $725 - $833
4 $0
Blackrock Fdg Inc
40
New
N/A
40 $0
Thomson Reuters Corp No Par
6
New
N/A
6 $0
SPMD
Spdr Portfolio

ETFs
2
+ 0.32%
$54.13 - $59.56 $108 - $119
631 $34K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
2
New
$396.64 - $516.74 $793 - $1.03K
2 $0
AFFU
Affluence Corp Com Stk (Co)
1.1K
New
$0.0 - $0.0 $0 - $0
1.1K $0
Container Store Group Inc
6
New
N/A
6 $0
Invesco Global Listed Private Equity New ETF
40
New
N/A
40 $0
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
28
New
$13.9 - $17.11 $389 - $479
28 $0
Labcorp Holdings Inc
3
New
N/A
3 $0
Amplify Tr Alternative Harvest ETF
5
+ 1.1%
N/A
458 $0
ICLN
Ishares

ETFs
1
+ 2.27%
$11.35 - $14.51 $11.4 - $14.5
45 $0
NEAR
Blackrock Short Maturity Bond

ETFs
1
+ 1.37%
$50.28 - $51.08 $50.3 - $51.1
74 $3K
Ishares Bitcoin Trust ETF
567
+ 19.12%
N/A
3.53K $0
NXST
Nexstar Media Group, Inc.

Communication Services
4
New
$157.01 - $188.5 $628 - $754
4 $0
PFF
Ishares Trust Ishares Pfd And

ETFs
7
+ 2.02%
$31.23 - $33.51 $219 - $235
354 $11K
ON
On Semiconductor Corp

Technology
5
+ 20.0%
$63.05 - $74.7 $315 - $374
30 $1K
Ginkgo Bioworks Holdings Inc Cl A
33
New
N/A
33 $0
GAL
Ssga Active ETF Tr

ETFs
6
+ 1.1%
$44.18 - $45.9 $265 - $275
550 $24K
Ishares Submitted For Escrow Developed Ex U S
68
New
N/A
68 $0
ISMD
Northern Lts Fd Tr Iv

ETFs
1
+ 0.43%
$36.81 - $40.75 $36.8 - $40.8
234 $8K
Kenvue Inc
932
New
N/A
932 $0
LNT
Alliant Energy Corp

Utilities
1
+ 1.15%
$56.24 - $63.63 $56.2 - $63.6
88 $5K
CTSH
Cognizant Technology Solutions Corp

Technology
10
New
$74.37 - $82.32 $744 - $823
10 $0
LSTR
Landstar System Inc

Industrials
3
New
$171.86 - $192.81 $516 - $578
3 $0
Jacobs Solutions Inc
1
+ 0.18%
N/A
542 $0
DINO
Hf Sinclair Corp

Energy
8
New
$33.69 - $47.67 $270 - $381
8 $0
Magnera Corp
8
New
N/A
8 $0
IWM
Ishares Russell 2000 ETF

ETFs
1
+ 0.2%
$216.13 - $242.4 $216 - $242
499 $110K
CPZ
Calamos Long/Short Equity & Dynamic Income Trust

N/A
1
+ 1.96%
$14.82 - $15.89 $14.8 - $15.9
52 $0
CHKP
Check Point Software Technologies LTD

Technology
3
New
$170.18 - $209.01 $511 - $627
3 $0
Activity Summary
Buys All Purchases 335 New Holdings 120 Increased Positions 215 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
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