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
BUI
Black Rock Utilities, Infrastructure & Power Opportunities Trust

Financial Services
9
+ 1.54%
$22.12 - $24.37 $199 - $219
593 $13K
VT
Vanguard Total World Stk Index

ETFs
1
+ 0.74%
$117.09 - $123.07 $117 - $123
136 $15K
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
1
+ 0.31%
$42.7 - $46.33 $42.7 - $46.3
324 $13K
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
4
+ 1.39%
$28.76 - $32.28 $115 - $129
291 $8K
BLES
Northern Lts Fd Tr Iv Inspire

ETFs
2
+ 0.87%
$36.95 - $39.5 $73.9 - $79
233 $8K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
12
+ 0.63%
$25.25 - $26.34 $303 - $316
1.91K $48K
IFF
International Flavors & Fragrances Inc

Basic Materials
1
+ 1.69%
$83.96 - $106.19 $84 - $106
60 $5K
GOLD
Barrick Gold Corp

Basic Materials
1
+ 0.44%
$15.23 - $21.19 $15.2 - $21.2
229 $3K
HMC
Honda Motor CO LTD

Consumer Cyclical
23
+ 5.34%
$23.7 - $32.62 $545 - $750
454 $12K
FXG
First Tr Exchange Traded First

ETFs
1
+ 0.47%
$63.7 - $70.06 $63.7 - $70.1
216 $13K
PBF
Pbf Energy Inc.

Energy
1
+ 0.74%
$25.15 - $33.71 $25.2 - $33.7
136 $3K
MATV
Schweitzer Mauduit International Inc

Basic Materials
1
+ 0.65%
$10.85 - $17.4 $10.9 - $17.4
156 $1K
SLB
Schlumberger Limited

Energy
2
+ 0.88%
$36.83 - $45.59 $73.7 - $91.2
229 $8K
IEO
Ishares Tr

ETFs
3
+ 0.67%
$85.22 - $101.77 $256 - $305
452 $40K
ITW
Illinois Tool Works Inc

Industrials
1
+ 0.55%
$253.56 - $278.5 $254 - $279
183 $46K
INTC
Intel Corp

Technology
128
+ 13.99%
$19.07 - $26.23 $2.44K - $3.36K
1.04K $20K
DVN
Devon Energy Corp

Energy
2
+ 0.72%
$30.52 - $42.96 $61 - $85.9
281 $9K
KNOP
Knot Offshore Partners LP

Industrials
1
+ 0.33%
$5.34 - $6.75 $5.34 - $6.75
302 $1K
ROBO
Robo Global Robotics And Autom

ETFs
11
+ 0.31%
$55.06 - $58.6 $606 - $645
3.54K $199K
X
United States Steel Corp

Basic Materials
1
+ 0.08%
$30.14 - $42.31 $30.1 - $42.3
1.32K $44K
CGXU
Capital Group Intl Focus Equit

ETFs
2
+ 0.22%
$24.67 - $26.94 $49.3 - $53.9
898 $22K
JEPI
J P Morgan Exchange Traded Fd

ETFs
165
+ 3.03%
$57.53 - $60.83 $9.49K - $10K
5.61K $322K
CGCP
Capital Group Core Plus Income

ETFs
27
+ 0.97%
$22.13 - $23.17 $598 - $626
2.82K $62K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
1
+ 0.21%
$56.27 - $69.89 $56.3 - $69.9
478 $27K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
11
+ 1.71%
$58.88 - $64.8 $648 - $713
656 $38K
CGDV
Capital Group Divid Value ETF

ETFs
7
+ 0.25%
$35.16 - $37.12 $246 - $260
2.78K $98K
SYK
Stryker Corp

Healthcare
39
+ 0.27%
$345.14 - $392.15 $13.5K - $15.3K
14.7K $5.3M
HPQ
Hp Inc

Technology
8
+ 0.81%
$32.46 - $39.3 $260 - $314
998 $32K
HPF
John Hancock Preferred Income Fund Ii

Financial Services
27
+ 2.18%
$16.2 - $18.98 $437 - $512
1.26K $20K
VIS
Vanguard Industrial ETF

ETFs
7
+ 0.64%
$254.39 - $279.7 $1.78K - $1.96K
1.1K $280K
XLB
Select Sector Spdr Fd Material

ETFs
2
+ 0.56%
$83.8 - $97.58 $168 - $195
361 $30K
RIO
Rio Tinto PLC

Basic Materials
5
+ 1.39%
$58.59 - $71.15 $293 - $356
364 $21K
OLN
Olin Corp

Basic Materials
2
+ 0.57%
$33.13 - $47.98 $66.3 - $96
352 $11K
MRK
Merck & Co., Inc.

Healthcare
1
+ 0.28%
$96.31 - $114.76 $96.3 - $115
359 $35K
LLY
Eli Lilly & CO

Healthcare
5
+ 6.1%
$727.2 - $932.06 $3.64K - $4.66K
87 $67K
PFG
Principal Financial Group Inc

Financial Services
5
+ 0.82%
$74.91 - $91.26 $375 - $456
614 $47K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
1
+ 0.42%
$104.5 - $125.64 $105 - $126
237 $24K
VTV
Vanguard Value ETF

ETFs
1
+ 0.09%
$168.32 - $181.87 $168 - $182
1.18K $199K
SLX
Vaneck ETF Tr Steel ETF

ETFs
19
+ 3.41%
$57.96 - $73.7 $1.1K - $1.4K
576 $33K
WM
Waste Management Inc

Industrials
2
+ 0.17%
$201.79 - $228.46 $404 - $457
1.15K $232K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
30
+ 0.65%
$51.09 - $55.27 $1.53K - $1.66K
4.62K $236K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
11
+ 0.42%
$238.25 - $261.28 $2.62K - $2.87K
2.66K $643K
LMT
Lockheed Martin Corp

Industrials
93
+ 17.68%
$479.66 - $614.62 $44.6K - $57.2K
619 $300K
DD
Du Pont De Nemours, Inc.

Basic Materials
4
+ 0.51%
$75.95 - $88.05 $304 - $352
792 $60K
PFE
Pfizer Inc

Healthcare
1.05K
+ 6.5%
$24.8 - $30.19 $26.1K - $31.8K
17.3K $458K
RTX
Raytheon Technologies Corp

Industrials
440
+ 3.77%
$114.45 - $127.21 $50.4K - $56K
12.1K $1.4M
VLO
Valero Energy Corp

Energy
9
+ 0.83%
$118.59 - $144.02 $1.07K - $1.3K
1.09K $134K
MPC
Marathon Petroleum Corp

Energy
2
+ 0.37%
$131.65 - $174.84 $263 - $350
547 $76K
WEC
Wec Energy Group, Inc.

Utilities
24
+ 0.32%
$92.94 - $101.82 $2.23K - $2.44K
7.56K $711K
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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