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
PRU
Prudential Financial Inc

Financial Services
1
+ 1.23%
$105.04 - $122.33 $105 - $122
82 $9K
CMCSA
Comcast Corp

Communication Services
4
+ 0.58%
$33.19 - $38.23 $133 - $153
692 $25K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1
+ 1.23%
$27.01 - $28.54 $27 - $28.5
82 $2K
ENB
Enbridge Inc

Energy
4
+ 1.52%
$41.54 - $45.45 $166 - $182
267 $11K
CGMS
Capital Grp Core Plus Income E
13.7K
+ 1.9%
N/A
733K $0
BUI
Black Rock Utilities, Infrastructure & Power Opportunities Trust

Financial Services
11
+ 1.85%
$22.2 - $23.74 $244 - $261
604 $13K
Sirius Xm Holdings Inc
7
+ 1.11%
N/A
639 $0
EMB
Ishares Tr

ETFs
2
+ 1.08%
$88.64 - $92.03 $177 - $184
187 $16K
CTRA
Coterra Energy Inc.

Energy
1
+ 1.0%
$25.51 - $29.83 $25.5 - $29.8
101 $2K
ES
Eversource Energy

Utilities
1
+ 2.38%
$55.63 - $63.8 $55.6 - $63.8
43 $2K
COPX
Global X Copper Miners ETF

ETFs
2
+ 1.09%
$37.72 - $43.32 $75.4 - $86.6
186 $7K
Super Micro Computer Inc
168
+ 840.0%
N/A
188 $0
CX
Cemex Sab De Cv

Basic Materials
1
+ 0.7%
$5.36 - $6.78 $5.36 - $6.78
143 $0
GAL
Ssga Active ETF Tr

ETFs
2
+ 0.36%
$43.75 - $45.8 $87.5 - $91.6
552 $24K
HYG
Ishares Tr

ETFs
2
+ 0.96%
$78.51 - $80.11 $157 - $160
211 $16K
Ishares Bitcoin Trust ETF
37
+ 1.05%
N/A
3.57K $0
PFF
Ishares Trust Ishares Pfd And

ETFs
4
+ 1.13%
$30.73 - $32.26 $123 - $129
358 $11K
Lam Research Corp
129
+ 4.06%
N/A
3.31K $0
LQD
Ishares Iboxx $ Investment Gra

ETFs
1
+ 0.67%
$105.1 - $109.61 $105 - $110
151 $16K
Kenvue Inc
8
+ 0.86%
N/A
940 $0
XLC
Select Sector Spdr Tr Communic

ETFs
2
+ 0.21%
$94.84 - $105.31 $190 - $211
950 $91K
MFC
Manulife Financial Corp

Financial Services
1
+ 2.13%
$28.41 - $31.82 $28.4 - $31.8
48 $1K
WU
Western Union CO

Financial Services
5
+ 2.4%
$10.24 - $11.62 $51.2 - $58.1
213 $2K
Jacobs Solutions Inc
1
+ 0.18%
N/A
543 $0
PEP
Pepsico Inc

Consumer Defensive
13
+ 1.44%
$142.64 - $156.42 $1.85K - $2.03K
918 $137K
BGS
B&G Foods, Inc.

Consumer Defensive
17
+ 2.82%
$5.62 - $7.87 $95.5 - $134
620 $4K
OSK
Oshkosh Corp

Industrials
1
+ 0.65%
$89.56 - $116.4 $89.6 - $116
154 $14K
PCAR
Paccar Inc

Industrials
1
+ 4.76%
$96.91 - $112.51 $96.9 - $113
22 $2K
OXY
Occidental Petroleum Corp

Energy
1
+ 0.05%
$45.45 - $52.7 $45.5 - $52.7
2.19K $108K
BUG
Global X Fds Cybersecurity ETF

ETFs
1
+ 0.17%
$31.56 - $36.78 $31.6 - $36.8
576 $18K
NVEC
Nve Corp

Technology
1
+ 1.96%
$63.74 - $86.55 $63.7 - $86.6
52 $3K
DD
Du Pont De Nemours, Inc.

Basic Materials
4
+ 0.51%
$72.7 - $84.32 $291 - $337
796 $59K
DOV
Dover Corp

Industrials
1
+ 1.52%
$174.65 - $206.43 $175 - $206
67 $11K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
2
+ 0.43%
$32.42 - $36.13 $64.8 - $72.3
471 $15K
SWBI
Smith & Wesson Brands, Inc.

Industrials
4
+ 1.32%
$9.32 - $11.16 $37.3 - $44.6
308 $2K
TFC
Truist Financial Corp

Financial Services
7
+ 1.03%
$39.48 - $48.15 $276 - $337
687 $28K
MAIN
Main Street Capital Corp

Financial Services
16
+ 1.62%
$54.71 - $63.1 $875 - $1.01K
1K $56K
KRE
Spdr S&P Regional Banking ETF

ETFs
1
+ 0.4%
$55.11 - $65.5 $55.1 - $65.5
250 $14K
ITW
Illinois Tool Works Inc

Industrials
1
+ 0.55%
$244.9 - $274.48 $245 - $274
184 $45K
IVT
Inven Trust Properties Corp.

Real Estate
9
+ 0.82%
$28.36 - $30.77 $255 - $277
1.11K $32K
MATV
Schweitzer Mauduit International Inc

Basic Materials
3
+ 1.92%
$5.67 - $10.97 $17 - $32.9
159 $0
ALB
Albemarle Corp

Basic Materials
1
+ 1.96%
$69.95 - $97.49 $70 - $97.5
52 $3K
PBF
Pbf Energy Inc.

Energy
2
+ 1.47%
$18.97 - $31.31 $37.9 - $62.6
138 $2K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
1
+ 0.42%
$95.53 - $112.45 $95.5 - $112
238 $23K
VB
Vanguard Small Cap ETF

ETFs
1
+ 0.65%
$217.89 - $252.64 $218 - $253
154 $34K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.26%
$408.78 - $448.82 $409 - $449
389 $163K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1
+ 0.76%
$168.84 - $202.89 $169 - $203
133 $23K
PAVE
Global X Fds Us Infrastructure

ETFs
3
+ 0.36%
$37.31 - $43.82 $112 - $131
827 $31K
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 1.02%
$347.25 - $424.87 $347 - $425
99 $36K
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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