Winch Advisory Services, LLC Reduced Holdings in Q3 2024

Winch Advisory Services, LLC

  • $345 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-7.44K
- 3.15%
$98.91 - $134.91 $736K - $1M
229K $27.8M
GOOG
Alphabet Inc.

Communication Services
-596
- 0.91%
$149.54 - $192.66 $89.1K - $115K
65.1K $10.9M
MSFT
Microsoft Corp

Technology
-412
- 0.96%
$395.15 - $467.56 $163K - $193K
42.5K $18.3M
AMZN
Amazon Com Inc

Consumer Cyclical
-807
- 0.91%
$161.02 - $200.0 $130K - $161K
87.8K $16.4M
ADBE
Adobe Inc.

Technology
-93
- 1.52%
$508.13 - $586.55 $47.3K - $54.5K
6.04K $3.13M
ROP
Roper Technologies Inc

Industrials
-303
- 26.58%
$515.25 - $576.55 $156K - $175K
837 $465K
HON
Honeywell International Inc

Industrials
-268
- 3.61%
$196.73 - $220.21 $52.7K - $59K
7.17K $1.48M
DIS
Walt Disney CO

Communication Services
-165
- 0.9%
$85.6 - $98.61 $14.1K - $16.3K
18.2K $1.75M
C
Citigroup Inc

Financial Services
-359
- 0.95%
$56.11 - $67.61 $20.1K - $24.3K
37.3K $2.34M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-1.59K
- 5.6%
$28.75 - $29.46 $45.8K - $47K
26.9K $790K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-593
- 5.43%
$76.94 - $79.54 $45.6K - $47.2K
10.3K $820K
MDT
Medtronic PLC

Healthcare
-1.54K
- 14.62%
$76.84 - $91.03 $118K - $140K
8.98K $808K
TXN
Texas Instruments Inc

Technology
-97
- 1.31%
$194.6 - $194.6 $18.9K - $18.9K
7.32K $1.42M
WELL
Welltower Inc.

Real Estate
-162
- 63.78%
$104.0 - $129.74 $16.8K - $21K
92 $11K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-946
- 2.18%
$81.31 - $83.29 $76.9K - $78.8K
42.4K $3.52M
XLE
Energy Sector Spdr

ETFs
-13
- 0.69%
$84.35 - $93.39 $1.1K - $1.21K
1.87K $164K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-91
- 30.33%
$49.83 - $62.75 $4.53K - $5.71K
209 $12K
SNOW
Snowflake Inc.

Technology
-40
- 60.61%
$108.56 - $143.02 $4.34K - $5.72K
26 $2K
WFC
Wells Fargo & Company

Financial Services
-9
- 0.49%
$51.58 - $60.97 $464 - $549
1.83K $103K
DVN
Devon Energy Corp

Energy
-53
- 15.96%
$37.87 - $48.65 $2.01K - $2.58K
279 $10K
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
-140
- 74.87%
$31.67 - $39.16 $4.43K - $5.48K
47 $1K
AMP
Ameriprise Financial Inc

Financial Services
-10
- 38.46%
$391.53 - $469.81 $3.92K - $4.7K
16 $7K
ASB
Associated Banc Corp

Financial Services
-223
- 81.68%
$20.07 - $23.95 $4.48K - $5.34K
50 $1K
USB
Us Bancorp \De\

Financial Services
-122
- 73.05%
$39.04 - $47.23 $4.76K - $5.76K
45 $2K
WOLF
Wolfspeed, Inc.

Technology
-17
- 6.67%
$7.6 - $24.99 $129 - $425
238 $2K
SJM
J M Smucker CO

Consumer Defensive
-19
- 95.0%
$109.12 - $122.4 $2.07K - $2.33K
1 $0
BAC
Bank Of America Corp

Financial Services
-56
- 3.52%
$36.65 - $44.13 $2.05K - $2.47K
1.54K $61K
UPS
United Parcel Service Inc

Industrials
-8
- 4.71%
$123.32 - $147.38 $987 - $1.18K
162 $22K
Solventum Corp
-539
- 60.63%
N/A
350 $0
TCS
Container Store Group, Inc.

Consumer Cyclical
-94
- 94.0%
$0.51 - $14.8 $47.9 - $1.39K
6 $0
WBD
Warner Bros. Discovery, Inc.

Communication Services
-31
- 46.27%
$6.71 - $8.78 $208 - $272
36 $0
DNA
Ginkgo Bioworks Holdings, Inc.

Healthcare
-1.32K
- 97.56%
$0.22 - $9.31 $290 - $12.3K
33 $0
SHAG
Wisdomtree Yield Enhanced U.S.
-308
- 2.97%
N/A
10.1K $0
VOT
Vanguard Mid Cap Growth Index

ETFs
-1
- 0.71%
$218.05 - $243.47 $218 - $243
139 $33K
SLV
I Shares Silver Trust

ETFs
-103
- 5.4%
$24.33 - $29.38 $2.51K - $3.03K
1.81K $51K
LNG
Cheniere Energy, Inc.

Energy
-9
- 1.38%
$172.24 - $186.09 $1.55K - $1.67K
642 $115K
CGGR
Capital Group Growth ETF Shs C

ETFs
-2
- 0.14%
$30.71 - $34.79 $61.4 - $69.6
1.46K $50K
FAX
Aberdeen Asia Pacific Income Fund Inc

Financial Services
-11.8K
- 82.85%
$2.66 - $17.51 $31.3K - $206K
2.43K $42K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-6.1K
- 8.28%
$36.02 - $41.68 $220K - $254K
67.6K $2.79M
JNJ
Johnson & Johnson

Healthcare
-213
- 6.82%
$145.48 - $167.38 $31K - $35.7K
2.91K $471K
T
At&T Inc.

Communication Services
-442
- 3.38%
$18.21 - $22.28 $8.05K - $9.85K
12.6K $277K
MCD
Mcdonalds Corp

Consumer Cyclical
-38
- 2.95%
$245.82 - $304.51 $9.34K - $11.6K
1.25K $380K
MRVL
Marvell Technology, Inc.

Technology
-632
- 1.4%
$56.15 - $76.24 $35.5K - $48.2K
44.5K $3.21M
NFLX
Netflix Inc

Communication Services
-133
- 2.28%
$598.55 - $722.26 $79.6K - $96.1K
5.71K $4.05M
SBUX
Starbucks Corp

Consumer Cyclical
-1.25K
- 9.86%
$72.51 - $98.6 $90.9K - $124K
11.5K $1.12M
WMT
Walmart Inc.

Consumer Defensive
-93
- 0.89%
$66.91 - $81.4 $6.22K - $7.57K
10.4K $838K
MA
Mastercard Inc

Financial Services
-47
- 1.43%
$429.6 - $500.99 $20.2K - $23.5K
3.23K $1.59M
NKE
Nike, Inc.

Consumer Cyclical
-225
- 1.59%
$71.09 - $89.44 $16K - $20.1K
13.9K $1.23M
V
Visa Inc.

Financial Services
-281
- 1.4%
$253.74 - $291.56 $71.3K - $81.9K
19.8K $5.43M
Activity Summary
Buys All Purchases 217 New Holdings 38 Increased Positions 179 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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