Winch Advisory Services, LLC Incresed Positions in Q4 2024

Winch Advisory Services, LLC

  • $364 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ORCL
Oracle Corp

Technology
87
+ 89.69%
$165.41 - $192.43 $14.4K - $16.7K
184 $30K
CSCO
Cisco Systems, Inc.

Technology
107
+ 8.81%
$52.45 - $60.02 $5.61K - $6.42K
1.32K $78K
COP
Conocophillips

Energy
199
+ 16.41%
$95.12 - $114.72 $18.9K - $22.8K
1.41K $140K
GE
General Electric CO

Industrials
80
+ 1333.33%
$159.95 - $194.23 $12.8K - $15.5K
86 $14K
BAC
Bank Of America Corp

Financial Services
167
+ 10.87%
$39.22 - $47.77 $6.55K - $7.98K
1.7K $74K
BMY
Bristol Myers Squibb CO

Healthcare
217
+ 301.39%
$51.92 - $59.94 $11.3K - $13K
289 $16K
T
At&T Inc.

Communication Services
143
+ 1.13%
$21.22 - $23.88 $3.03K - $3.41K
12.8K $290K
XLV
Select Sector Spdr Fund Health

ETFs
143
+ 39.29%
$136.28 - $154.74 $19.5K - $22.1K
507 $69K
DE
Deere & CO

Industrials
17
+ 1.92%
$389.45 - $466.0 $6.62K - $7.92K
904 $383K
HLN
Haleon PLC

Healthcare
1.38K
+ 142.39%
$9.23 - $10.71 $12.8K - $14.8K
2.36K $22K
IBM
International Business Machines Corp

Technology
41
+ 51.25%
$204.9 - $238.04 $8.4K - $9.76K
121 $26K
MAIN
Main Street Capital Corp

Financial Services
17
+ 1.75%
$49.95 - $58.58 $849 - $996
988 $57K
LOW
Lowes Companies Inc

Consumer Cyclical
44
+ 56.41%
$244.52 - $284.07 $10.8K - $12.5K
122 $30K
DHR
Danaher Corp

Healthcare
41
+ 315.38%
$226.16 - $274.52 $9.27K - $11.3K
54 $12K
ABT
Abbott Laboratories

Healthcare
66
+ 129.41%
$111.93 - $119.39 $7.39K - $7.88K
117 $13K
GILD
Gilead Sciences, Inc.

Healthcare
75
+ 57.69%
$83.95 - $97.9 $6.3K - $7.34K
205 $18K
JNJ
Johnson & Johnson

Healthcare
404
+ 13.87%
$143.34 - $165.86 $57.9K - $67K
3.32K $479K
XLF
Financial Sector Spdr

ETFs
27
+ 1.44%
$44.89 - $51.34 $1.21K - $1.39K
1.9K $91K
ADI
Analog Devices Inc

Technology
36
+ 257.14%
$206.35 - $236.48 $7.43K - $8.51K
50 $10K
DAL
Delta Air Lines, Inc.

Industrials
2
+ 0.26%
$47.46 - $65.77 $94.9 - $132
772 $46K
TMUS
T Mobile Us, Inc.

Communication Services
6
+ 1.48%
$206.1 - $246.94 $1.24K - $1.48K
412 $90K
VOT
Vanguard Mid Cap Growth Index

ETFs
21
+ 15.11%
$241.48 - $274.89 $5.07K - $5.77K
160 $40K
SYY
Sysco Corp

Consumer Defensive
91
+ 189.58%
$73.63 - $81.77 $6.7K - $7.44K
139 $10K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
275
+ 20.34%
$44.04 - $49.49 $12.1K - $13.6K
1.63K $71K
MO
Altria Group, Inc.

Consumer Defensive
92
+ 4.69%
$49.06 - $57.74 $4.51K - $5.31K
2.05K $107K
KMI
Kinder Morgan, Inc.

Energy
12
+ 1.09%
$22.59 - $28.54 $271 - $342
1.11K $30K
TGT
Target Corp

Consumer Defensive
82
+ 34.45%
$121.59 - $160.69 $9.97K - $13.2K
320 $43K
APD
Air Products & Chemicals, Inc.

Basic Materials
20
+ 43.48%
$285.5 - $335.62 $5.71K - $6.71K
66 $19K
PM
Philip Morris International Inc.

Consumer Defensive
42
+ 13.25%
$118.38 - $133.06 $4.97K - $5.59K
359 $43K
NIC
Nicolet Bankshares Inc

Financial Services
1
+ 0.2%
$90.86 - $115.0 $90.9 - $115
508 $53K
MU
Micron Technology Inc

Technology
70
+ 162.79%
$84.16 - $113.41 $5.89K - $7.94K
113 $9K
BTI
British American Tobacco P.L.C.

Consumer Defensive
134
+ 55.83%
$34.25 - $37.94 $4.59K - $5.08K
374 $13K
CGGR
Capital Group Growth ETF Shs C

ETFs
2
+ 0.14%
$34.49 - $39.24 $69 - $78.5
1.46K $54K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
100
+ 192.31%
$49.78 - $66.55 $4.98K - $6.66K
152 $7K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
90
+ 58.06%
$82.28 - $117.52 $7.41K - $10.6K
245 $20K
GD
General Dynamics Corp

Industrials
33
+ 32.04%
$260.28 - $314.03 $8.59K - $10.4K
136 $35K
IVV
Ishares Core S&P 500 ETF

ETFs
7
+ 700.0%
$570.51 - $610.59 $3.99K - $4.27K
8 $4K
MGK
Vanguard Mega Cap Growth ETF

ETFs
1
+ 0.6%
$316.94 - $357.88 $317 - $358
167 $57K
EVGO
E Vgo Inc.

Consumer Cyclical
1K
+ 359.71%
$3.84 - $8.92 $3.84K - $8.92K
1.28K $5K
BCML
Bay Com Corp

Financial Services
4
+ 0.4%
$23.12 - $29.71 $92.5 - $119
1.02K $27K
XEL
Xcel Energy Inc

Utilities
10
+ 0.84%
$62.16 - $72.92 $622 - $729
1.19K $80K
KHC
Kraft Heinz CO

Consumer Defensive
380
+ 20.06%
$30.1 - $36.02 $11.4K - $13.7K
2.27K $69K
BKR
Baker Hughes CO

Energy
2
+ 0.53%
$35.98 - $44.88 $72 - $89.8
376 $15K
BDX
Becton Dickinson & CO

Healthcare
11
+ 64.71%
$220.02 - $243.75 $2.42K - $2.68K
28 $6K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
2
+ 0.52%
$417.69 - $450.94 $835 - $902
388 $165K
HTLF
Heartland Financial Usa Inc

Financial Services
2
+ 0.48%
$54.47 - $69.06 $109 - $138
423 $25K
CMI
Cummins Inc

Industrials
1
+ 1.23%
$324.93 - $383.42 $325 - $383
82 $28K
IVT
Inven Trust Properties Corp.

Real Estate
8
+ 0.73%
$28.52 - $31.3 $228 - $250
1.1K $33K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3
+ 0.32%
$66.77 - $71.52 $200 - $215
934 $64K
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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