Winch Advisory Services, LLC Purchases in Q2 2025

Winch Advisory Services, LLC

  • $387 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
WM
Waste Management Inc

Industrials
2
+ 0.18%
$216.47 - $242.1 $433 - $484
1.13K $257K
IVT
Inven Trust Properties Corp.

Real Estate
10
+ 0.9%
$25.97 - $29.73 $260 - $297
1.12K $30K
IEO
Ishares Tr

ETFs
3
+ 0.66%
$74.87 - $95.92 $225 - $288
457 $40K
SLB
Schlumberger Limited

Energy
2
+ 0.87%
$31.95 - $42.2 $63.9 - $84.4
232 $7K
UPS
United Parcel Service Inc

Industrials
5
+ 1.53%
$91.92 - $110.2 $460 - $551
332 $33K
BKR
Baker Hughes CO

Energy
3
+ 0.8%
$35.0 - $44.92 $105 - $135
380 $14K
XEL
Xcel Energy Inc

Utilities
10
+ 0.83%
$65.65 - $72.39 $657 - $724
1.21K $82K
HPQ
Hp Inc

Technology
11
+ 1.09%
$21.88 - $29.32 $241 - $323
1.02K $24K
BMY
Bristol Myers Squibb CO

Healthcare
4
+ 1.37%
$44.12 - $59.6 $176 - $238
296 $13K
MRK
Merck & Co., Inc.

Healthcare
2
+ 0.56%
$73.47 - $87.12 $147 - $174
362 $28K
XLV
Select Sector Spdr Fund Health

ETFs
2
+ 0.39%
$128.77 - $144.3 $258 - $289
510 $68K
ASH
Ashland Global Holdings Inc

Basic Materials
3
+ 0.26%
$46.53 - $57.87 $140 - $174
1.14K $57K
KHC
Kraft Heinz CO

Consumer Defensive
41
+ 1.52%
$25.61 - $30.81 $1.05K - $1.26K
2.73K $70K
TMUS
T Mobile Us, Inc.

Communication Services
1
+ 0.23%
$220.99 - $268.54 $221 - $269
427 $101K
XLE
Energy Sector Spdr

ETFs
13
+ 0.83%
$76.44 - $94.13 $994 - $1.22K
1.58K $133K
ABBV
Abb Vie Inc.

Healthcare
6
+ 0.87%
$170.16 - $206.27 $1.02K - $1.24K
694 $128K
OXY
Occidental Petroleum Corp

Energy
1
+ 0.05%
$36.11 - $49.33 $36.1 - $49.3
2.2K $92K
COP
Conocophillips

Energy
11
+ 0.79%
$82.66 - $106.1 $909 - $1.17K
1.41K $126K
KMB
Kimberly Clark Corp

Consumer Defensive
11
+ 0.64%
$126.84 - $145.22 $1.4K - $1.6K
1.73K $223K
MCD
Mcdonalds Corp

Consumer Cyclical
3
+ 0.24%
$285.55 - $321.23 $857 - $964
1.26K $367K
WEC
Wec Energy Group, Inc.

Utilities
63
+ 0.83%
$102.24 - $109.76 $6.44K - $6.91K
7.62K $794K
DOW
Dow Inc.

Basic Materials
93
+ 2.23%
$25.81 - $34.89 $2.4K - $3.24K
4.27K $112K
LYB
Lyondell Basell Industries N.V.

Basic Materials
73
+ 2.34%
$53.23 - $70.65 $3.89K - $5.16K
3.19K $184K
JNJ
Johnson & Johnson

Healthcare
8
+ 0.24%
$146.36 - $159.82 $1.17K - $1.28K
3.37K $514K
BP
Bp PLC

Energy
133
+ 1.03%
$26.11 - $33.81 $3.47K - $4.5K
13K $388K
VZ
Verizon Communications Inc

Communication Services
579
+ 1.54%
$41.67 - $45.62 $24.1K - $26.4K
38.1K $1.65M
XOM
Exxon Mobil Corp

Energy
76
+ 1.15%
$99.93 - $119.04 $7.59K - $9.05K
6.71K $723K
CVX
Chevron Corp

Energy
158
+ 2.43%
$133.73 - $168.51 $21.1K - $26.6K
6.66K $954K
Activity Summary
Buys All Purchases 229 New Holdings 17 Increased Positions 212 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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