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
ITA
Ishares Tr

ETFs
2
+ 0.22%
$144.84 - $159.5 $290 - $319
893 $136K
SO
Southern CO

Utilities
6
+ 0.93%
$80.96 - $92.96 $486 - $558
653 $60K
EOG
Eog Resources Inc

Energy
6
+ 0.75%
$120.54 - $138.05 $723 - $828
811 $104K
SHEL
Shell PLC

Energy
5
+ 1.08%
$62.84 - $73.29 $314 - $366
467 $34K
HBAN
Huntington Bancshares Inc

Financial Services
709
+ 18.32%
$14.28 - $17.39 $10.1K - $12.3K
4.58K $68K
XEL
Xcel Energy Inc

Utilities
10
+ 0.84%
$63.37 - $72.1 $634 - $721
1.2K $85K
WFC
Wells Fargo & Company

Financial Services
12
+ 0.44%
$66.78 - $81.42 $801 - $977
2.76K $197K
XLV
Select Sector Spdr Fund Health

ETFs
1
+ 0.2%
$137.61 - $149.68 $138 - $150
508 $74K
GILD
Gilead Sciences, Inc.

Healthcare
1
+ 0.49%
$89.14 - $117.41 $89.1 - $117
206 $23K
PFG
Principal Financial Group Inc

Financial Services
4
+ 0.65%
$76.34 - $89.04 $305 - $356
618 $52K
AMT
American Tower Corp

Real Estate
1
+ 0.98%
$173.46 - $217.6 $173 - $218
103 $22K
DUK
Duke Energy Corp

Utilities
2
+ 0.63%
$105.87 - $121.97 $212 - $244
318 $38K
VO
Vanguard Mid Cap ETF

ETFs
19
+ 8.56%
$251.87 - $277.95 $4.79K - $5.28K
241 $62K
MPC
Marathon Petroleum Corp

Energy
2
+ 0.37%
$134.72 - $159.03 $269 - $318
549 $79K
YUM
Yum Brands Inc

Consumer Cyclical
1
+ 0.97%
$123.25 - $162.53 $123 - $163
104 $16K
CCI
Crown Castle International Corp

Real Estate
2
+ 1.4%
$84.33 - $106.39 $169 - $213
145 $15K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
11
+ 0.62%
$126.11 - $135.06 $1.39K - $1.49K
1.78K $229K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
46
+ 0.74%
$40.24 - $40.65 $1.85K - $1.87K
6.29K $255K
XLF
Financial Sector Spdr

ETFs
5
+ 0.26%
$47.32 - $52.19 $237 - $261
1.9K $94K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2
+ 0.3%
$58.01 - $64.46 $116 - $129
658 $40K
KMI
Kinder Morgan, Inc.

Energy
12
+ 1.08%
$26.1 - $31.22 $313 - $375
1.12K $32K
VBK
Vanguard Small Cap Growth ETF

ETFs
10
+ 125.0%
$247.97 - $296.33 $2.48K - $2.96K
18 $4K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
4
+ 0.81%
$30.38 - $34.94 $122 - $140
498 $17K
XLU
Utilities Sector Spdr

ETFs
4
+ 0.74%
$74.7 - $80.27 $299 - $321
547 $43K
NIC
Nicolet Bankshares Inc

Financial Services
1
+ 0.2%
$100.7 - $119.94 $101 - $120
509 $55K
IWB
Ishares Tr Russell 1000 ETF

ETFs
6
+ 100.0%
$302.31 - $337.54 $1.81K - $2.03K
12 $3K
IVV
Ishares Core S&P 500 ETF

ETFs
3
+ 37.5%
$554.06 - $615.85 $1.66K - $1.85K
11 $6K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
2
+ 0.1%
$25.21 - $26.38 $50.4 - $52.8
1.92K $50K
ETR
Entergy Corp

Utilities
1
+ 0.63%
$75.26 - $87.89 $75.3 - $87.9
159 $13K
EXAS
Exact Sciences Corp

Healthcare
66
+ 64.08%
$43.04 - $58.51 $2.84K - $3.86K
169 $7K
IEO
Ishares Tr

ETFs
2
+ 0.44%
$86.02 - $99.13 $172 - $198
454 $42K
XLB
Select Sector Spdr Fd Material

ETFs
2
+ 0.55%
$83.19 - $90.99 $166 - $182
363 $31K
VIG
Vanguard Dividend Appreciation

ETFs
2
+ 0.44%
N/A
456 $83K
VDE
Vanguard Energy ETF

ETFs
1
+ 0.83%
$119.14 - $132.76 $119 - $133
122 $15K
SLB
Schlumberger Limited

Energy
1
+ 0.44%
$38.4 - $43.74 $38.4 - $43.7
230 $9K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
317
+ 19.18%
$165.25 - $224.62 $52.4K - $71.2K
1.97K $327K
TLT
Ishares Barclays 20+ Year Trea

ETFs
1
+ 0.43%
$85.29 - $92.57 $85.3 - $92.6
235 $21K
BMY
Bristol Myers Squibb CO

Healthcare
3
+ 1.04%
$53.9 - $63.11 $162 - $189
292 $17K
FXG
First Tr Exchange Traded First

ETFs
1
+ 0.46%
$62.56 - $65.85 $62.6 - $65.9
217 $14K
AZN
Astrazeneca PLC

Healthcare
1
+ 2.33%
$65.37 - $77.96 $65.4 - $78
44 $3K
JCI
Johnson Controls International PLC

Industrials
3
+ 0.57%
$76.12 - $90.6 $228 - $272
532 $42K
CNP
Centerpoint Energy Inc

Utilities
1
+ 0.43%
$30.87 - $36.25 $30.9 - $36.3
235 $8K
KNOP
Knot Offshore Partners LP

Industrials
2
+ 0.66%
$5.33 - $6.98 $10.7 - $14
304 $2K
KR
Kroger CO

Consumer Defensive
1
+ 0.55%
$58.36 - $67.72 $58.4 - $67.7
184 $12K
DFAX
Dimensional ETF Tr
2
+ 0.34%
$24.45 - $27.2 $48.9 - $54.4
582 $15K
BKR
Baker Hughes CO

Energy
1
+ 0.27%
$41.16 - $48.85 $41.2 - $48.9
377 $16K
D
Dominion Energy, Inc

Utilities
1
+ 0.47%
$52.85 - $57.43 $52.9 - $57.4
216 $12K
GOLD
Barrick Gold Corp

Basic Materials
1
+ 0.44%
$15.45 - $19.56 $15.5 - $19.6
230 $4K
CGCP
Capital Group Core Plus Income

ETFs
22
+ 0.78%
$21.94 - $22.64 $483 - $498
2.84K $63K
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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