Winch Advisory Services, LLC Sells in Q1 2025

Winch Advisory Services, LLC

  • $357 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
-17.9K
- 64.34%
$468.34 - $539.52 $8.37M - $9.65M
9.91K $4.65M
NVDA
Nvidia Corp

Technology
-4.38K
- 2.02%
$106.98 - $149.43 $468K - $654K
213K $23.1M
AAPL
Apple Inc.

Technology
-3.44K
- 2.89%
$209.68 - $247.1 $721K - $850K
116K $25.7M
AMZN
Amazon Com Inc

Consumer Cyclical
-2.45K
- 2.84%
$190.26 - $242.06 $466K - $593K
83.8K $15.9M
GOOG
Alphabet Inc.

Communication Services
-672
- 1.03%
$156.06 - $207.71 $105K - $140K
64.6K $10.1M
MSFT
Microsoft Corp

Technology
-224
- 0.53%
$375.39 - $447.2 $84.1K - $100K
41.8K $15.7M
TSLA
Tesla, Inc.

Consumer Cyclical
-41
- 0.87%
$222.15 - $428.22 $9.11K - $17.6K
4.66K $1.21M
DIS
Walt Disney CO

Communication Services
-98
- 0.53%
$96.87 - $114.0 $9.49K - $11.2K
18.4K $1.82M
GOOGL
Alphabet Inc.

Communication Services
-39
- 0.89%
$154.33 - $206.19 $6.02K - $8.04K
4.35K $672K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-276
- 95.83%
$507.05 - $563.67 $140K - $156K
12 $6K
DAL
Delta Air Lines, Inc.

Industrials
-721
- 93.39%
$43.6 - $69.06 $31.4K - $49.8K
51 $2K
UAL
United Airlines Holdings, Inc.

Industrials
-356
- 90.59%
$69.05 - $110.52 $24.6K - $39.3K
37 $2K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-596
- 12.89%
$49.78 - $53.19 $29.7K - $31.7K
4.03K $205K
BOTZ
Global X Fds

ETFs
-146
- 2.9%
$28.46 - $34.53 $4.16K - $5.04K
4.9K $139K
ROBO
Robo Global Robotics And Autom

ETFs
-102
- 2.88%
$51.5 - $60.89 $5.25K - $6.21K
3.44K $177K
BA
Boeing CO

Industrials
-100
- 16.18%
$148.15 - $186.25 $14.8K - $18.6K
518 $88K
XLY
Select Sector Spdr Consumer Di

ETFs
-54
- 49.54%
$192.6 - $233.2 $10.4K - $12.6K
55 $10K
HLN
Haleon PLC

Healthcare
-1.38K
- 58.74%
$9.02 - $10.67 $12.5K - $14.8K
972 $10K
DHR
Danaher Corp

Healthcare
-41
- 75.93%
$201.62 - $250.59 $8.27K - $10.3K
13 $2K
LUV
Southwest Airlines CO

Industrials
-210
- 42.6%
$28.18 - $34.84 $5.92K - $7.32K
283 $9K
ABT
Abbott Laboratories

Healthcare
-65
- 55.56%
$111.1 - $140.22 $7.22K - $9.11K
52 $6K
SYY
Sysco Corp

Consumer Defensive
-91
- 65.47%
$70.0 - $77.13 $6.37K - $7.02K
48 $3K
APD
Air Products & Chemicals, Inc.

Basic Materials
-20
- 30.3%
$283.24 - $338.07 $5.66K - $6.76K
46 $13K
DELL
Dell Technologies Inc.

Technology
-42
- 80.77%
$90.34 - $124.66 $3.79K - $5.24K
10 $0
SCHW
Schwab Charles Corp

Financial Services
-78
- 58.21%
$71.24 - $83.64 $5.56K - $6.52K
56 $4K
IBM
International Business Machines Corp

Technology
-36
- 29.75%
$217.4 - $264.74 $7.83K - $9.53K
85 $21K
HOG
Harley Davidson, Inc.

Consumer Cyclical
-154
- 53.85%
$24.13 - $30.02 $3.72K - $4.62K
132 $3K
BAC
Bank Of America Corp

Financial Services
-7
- 0.41%
$39.61 - $47.74 $277 - $334
1.7K $70K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-113
- 12.19%
$29.82 - $30.1 $3.37K - $3.4K
814 $24K
BDX
Becton Dickinson & CO

Healthcare
-11
- 39.29%
$222.79 - $249.08 $2.45K - $2.74K
17 $3K
FCX
Freeport Mcmoran Inc

Basic Materials
-75
- 2.67%
$34.5 - $43.01 $2.59K - $3.23K
2.73K $103K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-124
- 33.16%
$35.35 - $42.74 $4.38K - $5.3K
250 $10K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-280
- 1.13%
$28.92 - $29.24 $8.1K - $8.19K
24.5K $715K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
-25
- 5.23%
$53.81 - $62.59 $1.35K - $1.56K
453 $25K
VAW
Vanguard Materials ETF

ETFs
-17
- 0.92%
$185.71 - $202.46 $3.16K - $3.44K
1.82K $343K
STX
Seagate Technology Holdings PLC

Technology
-27
- 40.3%
$84.92 - $108.42 $2.29K - $2.93K
40 $3K
BLD
Top Build Corp

Industrials
-1
- 1.18%
$295.17 - $354.82 $295 - $355
84 $25K
QCOM
Qualcomm Inc

Technology
-2
- 0.39%
$151.94 - $175.86 $304 - $352
513 $78K
HMC
Honda Motor CO LTD

Consumer Cyclical
-12
- 2.64%
$26.9 - $30.41 $323 - $365
442 $11K
TJX
Tjx Companies Inc

Consumer Cyclical
-5
- 4.5%
$112.81 - $126.16 $564 - $631
106 $12K
INTC
Intel Corp

Technology
-181
- 17.35%
$19.1 - $27.39 $3.46K - $4.96K
862 $19K
IXC
Ishares Tr Global Energy ETF

ETFs
-173
- 11.67%
$38.48 - $42.16 $6.66K - $7.29K
1.31K $55K
TXN
Texas Instruments Inc

Technology
-4
- 0.05%
N/A
7.48K $1.46M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-8
- 6.2%
$42.3 - $53.69 $338 - $430
121 $6K
SHAG
Wisdomtree Yield Enhanced U.S.
-207
- 2.12%
N/A
9.58K $0
Ge Vernova LLC
-20
- 95.24%
N/A
1 $0
RIO
Rio Tinto PLC

Basic Materials
-5
- 1.37%
$58.19 - $64.29 $291 - $321
359 $21K
Amplify Alternative Harvest ETF
-420
- 91.7%
N/A
38 $0
Abrdn Asia Pacific Income Fund Inc
-42
- 2.07%
N/A
1.99K $0
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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