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
STX
Seagate Technology Holdings PLC

Technology
28
+ 71.79%
$86.31 - $112.64 $2.42K - $3.15K
67 $5K
ENB
Enbridge Inc

Energy
4
+ 1.54%
$40.4 - $43.92 $162 - $176
263 $11K
TJX
Tjx Companies Inc

Consumer Cyclical
1
+ 0.91%
$112.15 - $127.2 $112 - $127
111 $13K
CNP
Centerpoint Energy Inc

Utilities
2
+ 0.86%
$28.58 - $32.66 $57.2 - $65.3
234 $7K
CGUS
Capital Group Core Equity ETF
5
+ 0.42%
$33.96 - $36.24 $170 - $181
1.19K $41K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.1%
$29.46 - $32.64 $29.5 - $32.6
975 $30K
PSA
Public Storage

Real Estate
21
+ 24.14%
$289.33 - $360.21 $6.08K - $7.56K
108 $32K
FDX
Fedex Corp

Industrials
1
+ 0.94%
$260.5 - $305.15 $261 - $305
107 $30K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
9
+ 7.5%
$43.37 - $51.46 $390 - $463
129 $6K
PANW
Palo Alto Networks Inc

Technology
33
+ 100.0%
$181.96 - $405.9 $6K - $13.4K
66 $12K
ACVF
ETF Opportunities Tr American

ETFs
6
+ 0.14%
$43.12 - $46.1 $259 - $277
4.33K $189K
JCI
Johnson Controls International PLC

Industrials
2
+ 0.38%
$74.23 - $86.6 $148 - $173
529 $41K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
12
+ 2.71%
$8.24 - $11.07 $98.9 - $133
454 $4K
SNDR
Schneider National, Inc.

Industrials
5
+ 0.37%
$26.97 - $33.61 $135 - $168
1.35K $39K
REMX
Vaneck ETF Tr Rare Earth/Strat

ETFs
2
+ 2.67%
$39.01 - $50.76 $78 - $102
77 $3K
EWC
Ishares Msci Canada ETF

ETFs
3
+ 1.42%
$39.64 - $43.28 $119 - $130
214 $8K
ICLN
Ishares

ETFs
1
+ 2.27%
$11.35 - $14.51 $11.4 - $14.5
45 $0
Jacobs Solutions Inc
1
+ 0.18%
N/A
542 $0
XLI
Industrial Sector Spdr

ETFs
1
+ 0.6%
$131.76 - $143.99 $132 - $144
168 $22K
TROW
Price T Rowe Group Inc

Financial Services
1
+ 4.55%
$106.48 - $124.69 $106 - $125
23 $2K
IWM
Ishares Russell 2000 ETF

ETFs
1
+ 0.2%
$216.13 - $242.4 $216 - $242
499 $110K
ACWI
Ishares Msci Acwi ETF

ETFs
2
+ 1.12%
$117.05 - $123.03 $234 - $246
180 $21K
EWW
Ishares Inc Msci Mexico ETF

ETFs
5
+ 3.11%
N/A
166 $9K
EOG
Eog Resources Inc

Energy
5
+ 0.63%
$118.22 - $136.54 $591 - $683
805 $98K
NEAR
Blackrock Short Maturity Bond

ETFs
1
+ 1.37%
$50.28 - $51.08 $50.3 - $51.1
74 $3K
Super Micro Computer Inc
18
+ 900.0%
N/A
20 $0
CPZ
Calamos Long/Short Equity & Dynamic Income Trust

N/A
1
+ 1.96%
$14.82 - $15.89 $14.8 - $15.9
52 $0
SWBI
Smith & Wesson Brands, Inc.

Industrials
3
+ 1.0%
$9.79 - $14.1 $29.4 - $42.3
304 $3K
ISMD
Northern Lts Fd Tr Iv

ETFs
1
+ 0.43%
$36.81 - $40.75 $36.8 - $40.8
234 $8K
SPMD
Spdr Portfolio

ETFs
2
+ 0.32%
$54.13 - $59.56 $108 - $119
631 $34K
Ishares Bitcoin Trust ETF
567
+ 19.12%
N/A
3.53K $0
CGMS
Capital Grp Core Plus Income E
146K
+ 25.37%
N/A
719K $0
GAL
Ssga Active ETF Tr

ETFs
6
+ 1.1%
$44.18 - $45.9 $265 - $275
550 $24K
WU
Western Union CO

Financial Services
4
+ 1.96%
$10.52 - $11.94 $42.1 - $47.8
208 $2K
LNT
Alliant Energy Corp

Utilities
1
+ 1.15%
$56.24 - $63.63 $56.2 - $63.6
88 $5K
WELL
Welltower Inc.

Real Estate
1
+ 1.09%
$123.11 - $139.3 $123 - $139
93 $11K
BHF
Brighthouse Financial, Inc.

Financial Services
2
+ 33.33%
$43.95 - $52.91 $87.9 - $106
8 $0
VO
Vanguard Mid Cap ETF

ETFs
1
+ 0.45%
$261.5 - $284.63 $262 - $285
222 $58K
Amplify Tr Alternative Harvest ETF
5
+ 1.1%
N/A
458 $0
BATT
Amplify Lithium & Battery Tech

ETFs
7
+ 3.45%
$8.8 - $10.14 $61.6 - $71
210 $1K
Ge Vernova LLC
20
+ 2000.0%
N/A
21 $0
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
2
+ 5.0%
$42.32 - $55.35 $84.6 - $111
42 $1K
ON
On Semiconductor Corp

Technology
5
+ 20.0%
$63.05 - $74.7 $315 - $374
30 $1K
VDE
Vanguard Energy ETF

ETFs
2
+ 1.68%
$116.67 - $136.78 $233 - $274
121 $14K
PFF
Ishares Trust Ishares Pfd And

ETFs
7
+ 2.02%
$31.23 - $33.51 $219 - $235
354 $11K
RGR
Sturm Ruger & CO Inc

Industrials
1
+ 1.09%
N/A
93 $3K
ASB
Associated Banc Corp

Financial Services
1
+ 2.0%
$20.64 - $28.14 $20.6 - $28.1
51 $1K
BGS
B&G Foods, Inc.

Consumer Defensive
13
+ 2.2%
$6.21 - $8.91 $80.7 - $116
603 $4K
D
Dominion Energy, Inc

Utilities
2
+ 0.94%
$52.63 - $60.92 $105 - $122
215 $11K
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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