Winch Advisory Services, LLC Incresed Positions in Q1 2025

Winch Advisory Services, LLC

  • $357 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VGSH
Vanguard

ETFs
174K
+ 55.99%
$58.07 - $58.69 $10.1M - $10.2M
484K $28.4M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
82.1K
+ 47.92%
$91.45 - $91.75 $7.51M - $7.54M
254K $23.3M
VCIT
Vanguard Intermediate Term Cor

ETFs
9.4K
+ 3.27%
$79.17 - $82.04 $744K - $771K
297K $24.3M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
72
+ 0.05%
$26.05 - $30.88 $1.88K - $2.22K
150K $4.62M
GBIL
Goldman Sachs Access Treasury

ETFs
6.3K
+ 14.79%
$99.85 - $100.19 $629K - $631K
48.8K $4.89M
LMT
Lockheed Martin Corp

Industrials
741
+ 119.71%
$423.19 - $506.29 $314K - $375K
1.36K $607K
VZ
Verizon Communications Inc

Communication Services
2.04K
+ 5.75%
$37.81 - $46.49 $77.2K - $94.9K
37.5K $1.7M
SPIB
Spdr Portfolio Intermediate Te

ETFs
5.68K
+ 9.49%
$32.5 - $33.3 $185K - $189K
65.5K $2.18M
CVX
Chevron Corp

Energy
316
+ 5.11%
$146.71 - $167.97 $46.4K - $53.1K
6.51K $1.09M
NEE
Nextera Energy Inc

Utilities
2.57K
+ 123.0%
$66.96 - $76.16 $172K - $196K
4.65K $329K
MU
Micron Technology Inc

Technology
1.72K
+ 1521.24%
$86.89 - $109.38 $149K - $188K
1.83K $159K
AMD
Advanced Micro Devices Inc

Technology
1.78K
+ 75.01%
$96.63 - $129.55 $172K - $231K
4.16K $427K
ASML
Asml Holding Nv

Technology
232
+ 35.86%
$662.63 - $776.99 $154K - $180K
879 $582K
COST
Costco Wholesale Corp

Consumer Defensive
36
+ 1.11%
$890.62 - $1076.86 $32.1K - $38.8K
3.27K $3.09M
VGIT
Vanguard Intermediate Term Tre

ETFs
1.74K
+ 13.8%
$57.44 - $59.4 $99.9K - $103K
14.3K $851K
SHV
Ishares Tr

ETFs
707
+ 0.62%
$110.11 - $110.51 $77.8K - $78.1K
114K $12.6M
NOC
Northrop Grumman Corp

Industrials
59
+ 2.94%
$433.45 - $513.82 $25.6K - $30.3K
2.07K $1.06M
MDT
Medtronic PLC

Healthcare
234
+ 2.5%
$79.84 - $94.5 $18.7K - $22.1K
9.6K $862K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
926
+ 1.36%
$37.07 - $40.63 $34.3K - $37.6K
69.1K $2.72M
XOM
Exxon Mobil Corp

Energy
213
+ 3.32%
$105.44 - $118.93 $22.5K - $25.3K
6.63K $788K
T
At&T Inc.

Communication Services
266
+ 2.08%
$21.56 - $28.28 $5.73K - $7.52K
13K $368K
JNJ
Johnson & Johnson

Healthcare
47
+ 1.42%
$142.06 - $167.7 $6.68K - $7.88K
3.36K $557K
ROP
Roper Technologies Inc

Industrials
20
+ 2.16%
$502.71 - $593.81 $10.1K - $11.9K
944 $556K
MMM
3 M CO

Industrials
1
+ 0.03%
$129.7 - $155.12 $130 - $155
3.57K $523K
BP
Bp PLC

Energy
86
+ 0.67%
$29.93 - $35.31 $2.57K - $3.04K
12.9K $434K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
701
+ 4.19%
$42.36 - $43.8 $29.7K - $30.7K
17.4K $756K
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.08%
$279.74 - $321.29 $280 - $321
1.26K $392K
PG
Procter & Gamble CO

Consumer Defensive
31
+ 0.42%
$158.56 - $176.26 $4.92K - $5.46K
7.41K $1.26M
TMUS
T Mobile Us, Inc.

Communication Services
14
+ 3.4%
$211.3 - $272.83 $2.96K - $3.82K
426 $113K
VHT
Vanguard Health Care ETF

ETFs
7
+ 0.36%
$254.06 - $273.83 $1.78K - $1.92K
1.95K $516K
KMB
Kimberly Clark Corp

Consumer Defensive
4
+ 0.23%
$124.46 - $147.4 $498 - $590
1.72K $244K
AVGO
Broadcom Inc.

Technology
348
+ 59.08%
$167.43 - $244.7 $58.3K - $85.2K
937 $156K
WMT
Walmart Inc.

Consumer Defensive
555
+ 4.73%
$84.5 - $105.05 $46.9K - $58.3K
12.3K $1.08M
F
Ford Motor CO

Consumer Cyclical
1.56K
+ 9.15%
$9.12 - $10.43 $14.3K - $16.3K
18.7K $187K
MO
Altria Group, Inc.

Consumer Defensive
41
+ 2.0%
$50.81 - $60.02 $2.08K - $2.46K
2.09K $125K
SLV
I Shares Silver Trust

ETFs
65
+ 1.9%
$26.93 - $31.32 $1.75K - $2.04K
3.48K $107K
UNH
Unitedhealth Group Inc

Healthcare
8
+ 1.2%
$461.52 - $548.18 $3.69K - $4.39K
676 $354K
LNG
Cheniere Energy, Inc.

Energy
1
+ 0.1%
$209.32 - $253.66 $209 - $254
1.02K $235K
SPY
Spdr S&P 500 ETF Trust

ETFs
331
+ 5.21%
$551.42 - $612.93 $183K - $203K
6.68K $3.74M
PFE
Pfizer Inc

Healthcare
1.39K
+ 8.05%
$25.01 - $27.13 $34.7K - $37.7K
18.7K $472K
PSA
Public Storage

Real Estate
43
+ 39.81%
$288.99 - $313.98 $12.4K - $13.5K
151 $45K
LLY
Eli Lilly & CO

Healthcare
11
+ 12.64%
$725.72 - $929.72 $7.98K - $10.2K
98 $80K
KHC
Kraft Heinz CO

Consumer Defensive
417
+ 18.34%
$28.51 - $32.22 $11.9K - $13.4K
2.69K $81K
WPC
W. P. Carey Inc.

Real Estate
20
+ 1.58%
$53.5 - $65.05 $1.07K - $1.3K
1.29K $81K
TDG
Trans Digm Group Inc

Industrials
7
+ 53.85%
$1251.32 - $1394.11 $8.76K - $9.76K
20 $27K
VLO
Valero Energy Corp

Energy
9
+ 0.82%
$121.76 - $142.99 $1.1K - $1.29K
1.1K $145K
AGNC
Agnc Investment Corp.

Real Estate
430
+ 3.7%
$9.12 - $10.54 $3.92K - $4.53K
12K $115K
VFH
Vanguard Financial ETF

ETFs
19
+ 0.43%
$114.07 - $127.34 $2.17K - $2.42K
4.49K $535K
VTV
Vanguard Value ETF

ETFs
21
+ 1.79%
$167.73 - $179.21 $3.52K - $3.76K
1.2K $206K
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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