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
RIO
Rio Tinto PLC

Basic Materials
5
+ 1.39%
$58.59 - $71.15 $293 - $356
364 $21K
XLB
Select Sector Spdr Fd Material

ETFs
2
+ 0.56%
$83.8 - $97.58 $168 - $195
361 $30K
VIS
Vanguard Industrial ETF

ETFs
7
+ 0.64%
$254.39 - $279.7 $1.78K - $1.96K
1.1K $280K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
1
+ 0.42%
$104.5 - $125.64 $105 - $126
237 $24K
OLN
Olin Corp

Basic Materials
2
+ 0.57%
$33.13 - $47.98 $66.3 - $96
352 $11K
MRK
Merck & Co., Inc.

Healthcare
1
+ 0.28%
$96.31 - $114.76 $96.3 - $115
359 $35K
PFG
Principal Financial Group Inc

Financial Services
5
+ 0.82%
$74.91 - $91.26 $375 - $456
614 $47K
LLY
Eli Lilly & CO

Healthcare
5
+ 6.1%
$727.2 - $932.06 $3.64K - $4.66K
87 $67K
WM
Waste Management Inc

Industrials
2
+ 0.17%
$201.79 - $228.46 $404 - $457
1.15K $232K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
11
+ 0.42%
$238.25 - $261.28 $2.62K - $2.87K
2.66K $643K
SLX
Vaneck ETF Tr Steel ETF

ETFs
19
+ 3.41%
$57.96 - $73.7 $1.1K - $1.4K
576 $33K
VTV
Vanguard Value ETF

ETFs
1
+ 0.09%
$168.32 - $181.87 $168 - $182
1.18K $199K
LMT
Lockheed Martin Corp

Industrials
93
+ 17.68%
$479.66 - $614.62 $44.6K - $57.2K
619 $300K
DD
Du Pont De Nemours, Inc.

Basic Materials
4
+ 0.51%
$75.95 - $88.05 $304 - $352
792 $60K
PFE
Pfizer Inc

Healthcare
1.05K
+ 6.5%
$24.8 - $30.19 $26.1K - $31.8K
17.3K $458K
VLO
Valero Energy Corp

Energy
9
+ 0.83%
$118.59 - $144.02 $1.07K - $1.3K
1.09K $134K
MPC
Marathon Petroleum Corp

Energy
2
+ 0.37%
$131.65 - $174.84 $263 - $350
547 $76K
RTX
Raytheon Technologies Corp

Industrials
440
+ 3.77%
$114.45 - $127.21 $50.4K - $56K
12.1K $1.4M
WEC
Wec Energy Group, Inc.

Utilities
24
+ 0.32%
$92.94 - $101.82 $2.23K - $2.44K
7.56K $711K
MCD
Mcdonalds Corp

Consumer Cyclical
3
+ 0.24%
$288.47 - $316.54 $865 - $950
1.25K $363K
ASH
Ashland Global Holdings Inc

Basic Materials
3
+ 0.27%
$70.93 - $87.79 $213 - $263
1.13K $80K
KMB
Kimberly Clark Corp

Consumer Defensive
7
+ 0.41%
$130.37 - $146.09 $913 - $1.02K
1.72K $224K
NEE
Nextera Energy Inc

Utilities
66
+ 3.27%
$69.77 - $85.43 $4.6K - $5.64K
2.09K $149K
UNH
Unitedhealth Group Inc

Healthcare
44
+ 7.05%
$485.52 - $625.25 $21.4K - $27.5K
668 $337K
VAW
Vanguard Materials ETF

ETFs
15
+ 0.82%
$186.91 - $215.32 $2.8K - $3.23K
1.84K $345K
VHT
Vanguard Health Care ETF

ETFs
15
+ 0.78%
$250.81 - $283.3 $3.76K - $4.25K
1.94K $493K
EBAY
Ebay Inc

Consumer Cyclical
111
+ 0.59%
$57.51 - $67.17 $6.38K - $7.46K
18.8K $1.17M
LYB
Lyondell Basell Industries N.V.

Basic Materials
87
+ 2.98%
$72.97 - $96.75 $6.35K - $8.42K
3.01K $223K
MDT
Medtronic PLC

Healthcare
385
+ 4.29%
$79.61 - $92.24 $30.6K - $35.5K
9.36K $747K
NOC
Northrop Grumman Corp

Industrials
103
+ 5.41%
$466.52 - $543.88 $48.1K - $56K
2.01K $941K
KO
Coca Cola CO

Consumer Defensive
2.63K
+ 9.47%
$61.74 - $71.71 $162K - $189K
30.4K $1.89M
VZ
Verizon Communications Inc

Communication Services
1.41K
+ 4.12%
$39.6 - $45.21 $55.6K - $63.5K
35.5K $1.42M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
602
+ 0.89%
$38.37 - $42.82 $23.1K - $25.8K
68.2K $2.62M
ADBE
Adobe Inc.

Technology
178
+ 2.95%
$437.39 - $552.96 $77.9K - $98.4K
6.22K $2.76M
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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