Winch Advisory Services, LLC New Holdings in Q4 2024

Winch Advisory Services, LLC

  • $364 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DELL
Dell Technologies Inc.

Technology
52
New
$111.96 - $144.21 $5.82K - $7.5K
52 $5K
SUI
Sun Communities Inc

Real Estate
39
New
$119.89 - $139.05 $4.68K - $5.42K
39 $4K
CDW
Cdw Corp

Technology
25
New
$171.49 - $225.64 $4.29K - $5.64K
25 $4K
WHR
Whirlpool Corp

Consumer Cyclical
35
New
$99.28 - $124.45 $3.47K - $4.36K
35 $4K
IQDF
Flexshares International Quali

ETFs
201
New
$23.12 - $26.48 $4.65K - $5.32K
201 $4K
DOX
Amdocs LTD

Technology
50
New
$82.94 - $92.86 $4.15K - $4.64K
50 $4K
TRNO
Terreno Realty Corp

Real Estate
81
New
$58.62 - $66.94 $4.75K - $5.42K
81 $4K
EXC
Exelon Corp

Utilities
111
New
$36.22 - $40.97 $4.02K - $4.55K
111 $4K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
84
New
$55.45 - $61.08 $4.66K - $5.13K
84 $4K
HII
Huntington Ingalls Industries, Inc.

Industrials
25
New
$184.96 - $264.65 $4.62K - $6.62K
25 $4K
VBR
Vanguard Small Cap Value ETF

ETFs
20
New
$197.36 - $217.3 $3.95K - $4.35K
20 $3K
MAR
Marriott International Inc

Consumer Cyclical
14
New
$246.06 - $292.59 $3.44K - $4.1K
14 $3K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
81
New
$26.93 - $84.95 $2.18K - $6.88K
81 $2K
NXPI
Nxp Semiconductors N.V.

Technology
13
New
$207.27 - $255.58 $2.69K - $3.32K
13 $2K
VBK
Vanguard Small Cap Growth ETF

ETFs
8
New
$264.18 - $304.19 $2.11K - $2.43K
8 $2K
CDNS
Cadence Design Systems Inc

Technology
7
New
$249.1 - $324.54 $1.74K - $2.27K
7 $2K
BLNK
Blink Charging Co.

Industrials
1.5K
New
$1.39 - $2.25 $2.09K - $3.38K
1.5K $2K
DFAT
Dimensional ETF Tr U S Target

ETFs
43
New
$54.54 - $61.04 $2.35K - $2.62K
43 $2K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
18
New
$110.69 - $154.48 $1.99K - $2.78K
18 $2K
PCAR
Paccar Inc

Industrials
21
New
$97.92 - $118.41 $2.06K - $2.49K
21 $2K
CTRA
Coterra Energy Inc.

Energy
100
New
$22.71 - $27.63 $2.27K - $2.76K
100 $2K
BLDR
Builders First Source, Inc.

Industrials
15
New
$142.93 - $198.25 $2.14K - $2.97K
15 $2K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
6
New
$173.13 - $258.09 $1.04K - $1.55K
6 $1K
STLA
Stellantis N.V.

Consumer Cyclical
87
New
$12.37 - $13.99 $1.08K - $1.22K
87 $1K
TS
Tenaris Sa

Energy
29
New
$31.3 - $39.08 $908 - $1.13K
29 $1K
MFC
Manulife Financial Corp

Financial Services
47
New
$29.21 - $32.87 $1.37K - $1.54K
47 $1K
ACGL
Arch Capital Group Ltd.

Financial Services
19
New
$88.71 - $114.86 $1.69K - $2.18K
19 $1K
IWC
Russell Micro Cap ETF

ETFs
14
New
$120.3 - $138.84 $1.68K - $1.94K
14 $1K
UNM
Unum Group

Financial Services
18
New
$58.88 - $77.07 $1.06K - $1.39K
18 $1K
NVS
Novartis Ag

Healthcare
11
New
$96.78 - $117.18 $1.06K - $1.29K
11 $1K
NVO
Novo Nordisk A S

Healthcare
18
New
$85.0 - $120.04 $1.53K - $2.16K
18 $1K
UTHR
United Therapeutics Corp

Healthcare
5
New
$348.66 - $410.0 $1.74K - $2.05K
5 $1K
MUSA
Murphy Usa Inc.

Consumer Cyclical
2
New
$473.11 - $555.48 $946 - $1.11K
2 $1K
Ishares Submitted For Escrow Developed Ex U S
68
New
N/A
68 $0
Te Connectivity PLC
19
New
N/A
19 $0
Container Store Group Inc
6
New
N/A
6 $0
Thomson Reuters Corp No Par
6
New
N/A
6 $0
VRTX
Vertex Pharmaceuticals Inc

Healthcare
2
New
$396.64 - $516.74 $793 - $1.03K
2 $0
TOL
Toll Brothers, Inc.

Consumer Cyclical
6
New
$123.8 - $167.8 $743 - $1.01K
6 $0
STLD
Steel Dynamics Inc

Basic Materials
6
New
N/A
6 $0
SONY
Sony Group Corp

Technology
30
New
$17.53 - $96.8 $526 - $2.9K
30 $0
Sirius Xm Holdings Inc
632
New
N/A
632 $0
Fuelcell Energy Inc
62
New
N/A
62 $0
Abrdn Asia Pacific Income Fund Inc
2.03K
New
N/A
2.03K $0
ED
Consolidated Edison Inc

Utilities
9
New
$88.87 - $107.38 $800 - $966
9 $0
Ginkgo Bioworks Holdings Inc Cl A
33
New
N/A
33 $0
DINO
Hf Sinclair Corp

Energy
8
New
$33.69 - $47.67 $270 - $381
8 $0
CTSH
Cognizant Technology Solutions Corp

Technology
10
New
$74.37 - $82.32 $744 - $823
10 $0
CHKP
Check Point Software Technologies LTD

Technology
3
New
$170.18 - $209.01 $511 - $627
3 $0
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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