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
Gsk PLC Spon Adr
506
New
N/A
506 $0
PBR
Petrobras Petroleo Brasileiro Sa

Energy
49
New
$12.61 - $15.33 $618 - $751
49 $0
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
1
New
$701.85 - $1046.91 $702 - $1.05K
1 $0
FOXA
Fox Corp

Communication Services
15
New
$41.35 - $49.99 $620 - $750
15 $0
REMX
Vaneck ETF Tr Rare Earth/Strat

ETFs
2
+ 2.67%
$39.01 - $50.76 $78 - $102
77 $3K
Fuelcell Energy Inc
62
New
N/A
62 $0
RGR
Sturm Ruger & CO Inc

Industrials
1
+ 1.09%
N/A
93 $3K
Abrdn Asia Pacific Income Fund Inc
2.03K
New
N/A
2.03K $0
RNR
Renaissancere Holdings LTD

Financial Services
2
New
$241.97 - $287.47 $484 - $575
2 $0
EWW
Ishares Inc Msci Mexico ETF

ETFs
5
+ 3.11%
N/A
166 $9K
EOG
Eog Resources Inc

Energy
5
+ 0.63%
$118.22 - $136.54 $591 - $683
805 $98K
TROW
Price T Rowe Group Inc

Financial Services
1
+ 4.55%
$106.48 - $124.69 $106 - $125
23 $2K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
2
+ 5.0%
$42.32 - $55.35 $84.6 - $111
42 $1K
ED
Consolidated Edison Inc

Utilities
9
New
$88.87 - $107.38 $800 - $966
9 $0
CGMS
Capital Grp Core Plus Income E
146K
+ 25.37%
N/A
719K $0
Ge Vernova LLC
20
+ 2000.0%
N/A
21 $0
Revelyst Inc
145
New
N/A
145 $0
GOLD
Barrick Gold Corp

Basic Materials
1
+ 0.44%
$15.23 - $21.19 $15.2 - $21.2
229 $3K
INTC
Intel Corp

Technology
128
+ 13.99%
$19.07 - $26.23 $2.44K - $3.36K
1.04K $20K
KNOP
Knot Offshore Partners LP

Industrials
1
+ 0.33%
$5.34 - $6.75 $5.34 - $6.75
302 $1K
IFF
International Flavors & Fragrances Inc

Basic Materials
1
+ 1.69%
$83.96 - $106.19 $84 - $106
60 $5K
DVN
Devon Energy Corp

Energy
2
+ 0.72%
$30.52 - $42.96 $61 - $85.9
281 $9K
HMC
Honda Motor CO LTD

Consumer Cyclical
23
+ 5.34%
$23.7 - $32.62 $545 - $750
454 $12K
ITW
Illinois Tool Works Inc

Industrials
1
+ 0.55%
$253.56 - $278.5 $254 - $279
183 $46K
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
4
+ 1.39%
$28.76 - $32.28 $115 - $129
291 $8K
IEO
Ishares Tr

ETFs
3
+ 0.67%
$85.22 - $101.77 $256 - $305
452 $40K
VT
Vanguard Total World Stk Index

ETFs
1
+ 0.74%
$117.09 - $123.07 $117 - $123
136 $15K
FXG
First Tr Exchange Traded First

ETFs
1
+ 0.47%
$63.7 - $70.06 $63.7 - $70.1
216 $13K
BUI
Black Rock Utilities, Infrastructure & Power Opportunities Trust

Financial Services
9
+ 1.54%
$22.12 - $24.37 $199 - $219
593 $13K
BGS
B&G Foods, Inc.

Consumer Defensive
13
+ 2.2%
$6.21 - $8.91 $80.7 - $116
603 $4K
MATV
Schweitzer Mauduit International Inc

Basic Materials
1
+ 0.65%
$10.85 - $17.4 $10.9 - $17.4
156 $1K
SLB
Schlumberger Limited

Energy
2
+ 0.88%
$36.83 - $45.59 $73.7 - $91.2
229 $8K
OSK
Oshkosh Corp

Industrials
1
+ 0.66%
$93.84 - $115.52 $93.8 - $116
153 $14K
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
1
+ 0.31%
$42.7 - $46.33 $42.7 - $46.3
324 $13K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
12
+ 0.63%
$25.25 - $26.34 $303 - $316
1.91K $48K
PBF
Pbf Energy Inc.

Energy
1
+ 0.74%
$25.15 - $33.71 $25.2 - $33.7
136 $3K
D
Dominion Energy, Inc

Utilities
2
+ 0.94%
$52.63 - $60.92 $105 - $122
215 $11K
BLES
Northern Lts Fd Tr Iv Inspire

ETFs
2
+ 0.87%
$36.95 - $39.5 $73.9 - $79
233 $8K
CGXU
Capital Group Intl Focus Equit

ETFs
2
+ 0.22%
$24.67 - $26.94 $49.3 - $53.9
898 $22K
JEPI
J P Morgan Exchange Traded Fd

ETFs
165
+ 3.03%
$57.53 - $60.83 $9.49K - $10K
5.61K $322K
CGCP
Capital Group Core Plus Income

ETFs
27
+ 0.97%
$22.13 - $23.17 $598 - $626
2.82K $62K
ROBO
Robo Global Robotics And Autom

ETFs
11
+ 0.31%
$55.06 - $58.6 $606 - $645
3.54K $199K
X
United States Steel Corp

Basic Materials
1
+ 0.08%
$30.14 - $42.31 $30.1 - $42.3
1.32K $44K
SYK
Stryker Corp

Healthcare
39
+ 0.27%
$345.14 - $392.15 $13.5K - $15.3K
14.7K $5.3M
HPF
John Hancock Preferred Income Fund Ii

Financial Services
27
+ 2.18%
$16.2 - $18.98 $437 - $512
1.26K $20K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
11
+ 1.71%
$58.88 - $64.8 $648 - $713
656 $38K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
1
+ 0.21%
$56.27 - $69.89 $56.3 - $69.9
478 $27K
CGDV
Capital Group Divid Value ETF

ETFs
7
+ 0.25%
$35.16 - $37.12 $246 - $260
2.78K $98K
HPQ
Hp Inc

Technology
8
+ 0.81%
$32.46 - $39.3 $260 - $314
998 $32K
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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