Winch Advisory Services, LLC
CIK Number: 0001585822
378.24M
Market Value
504
# of Holdings
17 months
Avg. Holding Period
26.43%
Win Rate
24.36%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPTM | SPDR Portfolio ... | 73.20 | +0.33% | 573.63K | +1.67% | 40.97M | 40.51 | 10.66% |
| 2 | AAPL | Apple Inc. | 198.98 | +0.10% | 118.94K | -2.07% | 29.79M | 36.93 | 7.75% |
| 3 | NVDA | NVIDIA Corporat... | 144.94 | +1.47% | 217.13K | -5.03% | 29.16M | 7.2 | 7.58% |
| 4 | VCIT | Vanguard Interm... | 81.90 | +0.34% | 287.48K | +26.02% | 23.08M | 80.43 | 6.00% |
| 5 | CGMS | Capital Group U... | 27.41 | +0.20% | 719.24K | +25.37% | 19.62M | 27.02 | 5.10% |
| 6 | AMZN | Amazon.com, Inc... | 213.13 | -0.03% | 86.24K | -1.74% | 18.92M | 57.06 | 4.92% |
| 7 | VGSH | Vanguard Short-... | 58.49 | +0.09% | 310.13K | +3.36% | 18.04M | 60.8 | 4.69% |
| 8 | MSFT | Microsoft Corpo... | 478.50 | +1.25% | 42.01K | -1.26% | 17.71M | 102.35 | 4.61% |
| 9 | BIL | SPDR Bloomberg ... | 91.54 | +0.01% | 171.43K | +3.40% | 15.67M | 91.5 | 4.08% |
| 10 | QQQ | Invesco QQQ Tru... | 533.45 | +0.20% | 27.79K | -20.54% | 14.21M | 291.22 | 3.69% |
| 11 | SHV | iShares Short T... | 110.19 | +0.01% | 113.2K | -3.41% | 12.46M | 110.52 | 3.24% |
| 12 | GOOG | Alphabet Inc. | 176.84 | -1.09% | 65.29K | +0.36% | 12.43M | 46.7 | 3.23% |
| 13 | BRK-B | Berkshire Hatha... | 489.99 | +0.38% | 25.53K | -1.19% | 11.57M | 192.69 | 3.01% |
| 14 | V | Visa Inc. | 371.03 | -0.61% | 19.57K | -0.98% | 6.18M | 153.26 | 1.61% |
| 15 | JPM | JPMorgan Chase ... | 268.09 | -0.02% | 24.42K | +0.49% | 5.85M | 102.93 | 1.52% |
| 16 | SYK | Stryker Corpora... | 380.13 | -0.25% | 14.73K | +0.27% | 5.3M | 171.2 | 1.38% |
| 17 | NFLX | Netflix, Inc. | 1214.00 | -0.48% | 5.52K | -3.26% | 4.92M | 266.39 | 1.28% |
| 18 | MRVL | Marvell Technol... | 69.63 | +2.03% | 44.12K | -0.89% | 4.87M | 43.33 | 1.27% |
| 19 | CRM | Salesforce, Inc... | 266.57 | +0.25% | 12.97K | +1.27% | 4.34M | 154.81 | 1.13% |
| 20 | META | Meta Platforms,... | 693.11 | -0.15% | 7.3K | -0.03% | 4.27M | 181.36 | 1.11% |
| 21 | GBIL | Goldman Sachs A... | 99.95 | +0.02% | 42.55K | +221.26% | 4.25M | 99.99 | 1.11% |
| 22 | AAAU | Goldman Sachs P... | 33.47 | +1.23% | 149.56K | +1.10% | 3.88M | 22.28 | 1.01% |
| 23 | SPY | SPDR S&P 500 ET... | 603.44 | +0.35% | 6.35K | +0.89% | 3.72M | 346.87 | 0.97% |
| 24 | SHY | iShares 1-3 Yea... | 82.47 | +0.08% | 41.57K | -1.84% | 3.41M | 86.63 | 0.89% |
| 25 | COST | Costco Wholesal... | 1002.64 | +0.59% | 3.23K | +0.97% | 2.96M | 372.61 | 0.77% |
| 26 | VTI | Vanguard Total ... | 296.95 | +0.28% | 9.98K | -14% | 2.89M | 216.75 | 0.75% |
| 27 | ADBE | Adobe Inc. | 414.08 | +0.30% | 6.21K | +2.95% | 2.76M | 304.27 | 0.72% |
| 28 | C | Citigroup Inc. | 78.19 | -0.24% | 37.27K | -0.17% | 2.62M | 52.62 | 0.68% |
| 29 | SPEM | SPDR Portfolio ... | 42.63 | -0.04% | 68.16K | +0.89% | 2.62M | 40.61 | 0.68% |
| 30 | DIS | The Walt Disney... | 118.50 | -0.85% | 18.49K | +1.79% | 2.06M | 123.09 | 0.54% |
| 31 | SPIB | SPDR Portfolio ... | 33.28 | +0.23% | 59.86K | +21.01% | 1.96M | 32.99 | 0.51% |
| 32 | TSLA | Tesla, Inc. | 319.38 | -2.16% | 4.7K | -2.91% | 1.9M | 151.47 | 0.49% |
| 33 | KO | The Coca-Cola C... | 72.20 | +0.18% | 30.43K | +9.47% | 1.89M | 50.54 | 0.49% |
| 34 | MA | Mastercard Inco... | 588.62 | -0.36% | 3.25K | +0.81% | 1.71M | 280.4 | 0.45% |
| 35 | SPAB | SPDR Portfolio ... | 25.36 | +0.40% | 66.64K | +12.76% | 1.67M | 26.57 | 0.43% |
| 36 | HON | Honeywell Inter... | 225.98 | +0.07% | 7.12K | -0.63% | 1.61M | 162.21 | 0.42% |
| 37 | PYPL | PayPal Holdings... | 74.77 | +0.21% | 16.83K | -1.49% | 1.44M | 103.03 | 0.37% |
| 38 | VZ | Verizon Communi... | 43.13 | -1.38% | 35.5K | +4.12% | 1.42M | 42.44 | 0.37% |
| 39 | TXN | Texas Instrumen... | 199.58 | -0.06% | 7.49K | +2.35% | 1.4M | 128.74 | 0.37% |
| 40 | RTX | RTX Corporation | 141.01 | -0.56% | 12.11K | +3.77% | 1.4M | 73.35 | 0.36% |
| 41 | PG | The Procter & G... | 163.05 | +0.58% | 7.38K | +6.47% | 1.24M | 122.1 | 0.32% |
| 42 | EBAY | eBay Inc. | 77.48 | -0.51% | 18.83K | +0.59% | 1.17M | 41.81 | 0.30% |
| 43 | WMT | Walmart Inc. | 94.83 | -1.01% | 11.74K | +13.05% | 1.06M | 51.26 | 0.28% |
| 44 | NKE | NIKE, Inc. | 62.82 | -0.46% | 13.81K | -0.78% | 1.05M | 91.74 | 0.27% |
| 45 | SBUX | Starbucks Corpo... | 94.34 | -1.1% | 11.42K | -0.31% | 1.04M | 93.78 | 0.27% |
| 46 | USHY | iShares Broad U... | 37.03 | +0.12% | 27.25K | +9.85% | 1M | 36.3 | 0.26% |
| 47 | NOC | Northrop Grumma... | 497.08 | +1.76% | 2.01K | +5.41% | 941.96K | 306.34 | 0.24% |
| 48 | CVX | Chevron Corpora... | 144.84 | +0.04% | 6.19K | +10.76% | 896.47K | 146.32 | 0.23% |
| 49 | GOOGL | Alphabet Inc. | 175.57 | -1% | 4.39K | +1.34% | 830.24K | 54.54 | 0.22% |
| 50 | VCSH | Vanguard Short-... | 78.96 | +0.13% | 10.22K | -1.1% | 796.92K | 77.79 | 0.21% |
| 51 | VUG | Vanguard Growth... | 423.76 | +0.11% | 1.86K | +5.98% | 764.33K | 355.45 | 0.20% |
| 52 | MDT | Medtronic plc | 88.44 | +0.44% | 9.36K | +4.29% | 747.77K | 105.48 | 0.19% |
| 53 | VGIT | Vanguard Interm... | 59.21 | +0.29% | 12.6K | +21.02% | 730.9K | 58.64 | 0.19% |
| 54 | SPTS | SPDR Portfolio ... | 29.14 | +0.09% | 24.75K | -7.91% | 718.13K | 29.67 | 0.19% |
| 55 | AGGY | WisdomTree Yiel... | 43.36 | +0.44% | 16.72K | +31.60% | 717.75K | 44.63 | 0.19% |
| 56 | WEC | WEC Energy Grou... | 106.32 | +0.70% | 7.56K | +0.32% | 711.3K | 65.62 | 0.18% |
| 57 | XOM | Exxon Mobil Cor... | 109.60 | +0.27% | 6.42K | +27.87% | 690.5K | 105.26 | 0.18% |
| 58 | SMH | VanEck Semicond... | 263.06 | +0.45% | 2.66K | +0.42% | 643.83K | 130.28 | 0.17% |
| 59 | GLD | SPDR Gold Share... | 312.15 | +1.22% | 2.42K | +9.00% | 586.68K | 157.03 | 0.15% |
| 60 | VFH | Vanguard Financ... | 123.53 | -0.05% | 4.47K | +1.06% | 527.42K | 88.29 | 0.14% |
| 61 | VHT | Vanguard Health... | 251.41 | +0.57% | 1.94K | +0.78% | 493.17K | 217.53 | 0.13% |
| 62 | ROP | Roper Technolog... | 571.97 | +0.42% | 924 | +10.39% | 480.46K | 297.57 | 0.13% |
| 63 | JNJ | Johnson & Johns... | 156.56 | +0.84% | 3.32K | +13.87% | 479.49K | 152.79 | 0.12% |
| 64 | SHAG | WisdomTree Yiel... | 47.68 | +0.11% | 9.78K | -2.67% | 461.75K | 48.71 | 0.12% |
| 65 | MMM | 3M Company | 144.60 | -1.75% | 3.56K | 0.00% | 460.27K | 117.92 | 0.12% |
| 66 | PFE | Pfizer Inc. | 24.83 | +1.44% | 17.27K | +6.50% | 458.05K | 34.19 | 0.12% |
| 67 | IAU | iShares Gold Tr... | 63.89 | +1.22% | 9.2K | -17.8% | 455.24K | 31.53 | 0.12% |
| 68 | ASML | ASML Holding N.... | 786.23 | +0.27% | 647 | +168.46% | 448.69K | 703.95 | 0.12% |
| 69 | DE | Deere & Company | 516.87 | -0.76% | 904 | +1.92% | 382.92K | 369.58 | 0.10% |
| 70 | BP | BP p.l.c. | 30.90 | +0.29% | 12.77K | +18.69% | 377.55K | 30.39 | 0.10% |
| 71 | KLAC | KLA Corporation | 874.70 | +0.31% | 591 | 0.00% | 372.67K | 67.77 | 0.10% |
| 72 | MCD | McDonald's Corp... | 302.86 | +0.38% | 1.25K | +0.24% | 363.46K | 138.81 | 0.09% |
| 73 | VAW | Vanguard Materi... | 195.54 | +0.47% | 1.84K | +0.82% | 345.31K | 177.89 | 0.09% |
| 74 | UNH | UnitedHealth Gr... | 318.11 | +2.43% | 668 | +7.05% | 337.86K | 374.67 | 0.09% |
| 75 | TSM | Taiwan Semicond... | 215.28 | +0.55% | 1.65K | +29.04% | 326.41K | 107.41 | 0.08% |
| 76 | JEPI | JPMorgan Equity... | 56.41 | +0.40% | 5.61K | +3.03% | 322.8K | 56.21 | 0.08% |
| 77 | LMT | Lockheed Martin... | 468.85 | +2.68% | 619 | +17.68% | 300.78K | 438.01 | 0.08% |
| 78 | T | AT&T Inc. | 28.23 | -0.39% | 12.77K | +1.13% | 290.86K | 23.1 | 0.08% |
| 79 | AMD | Advanced Micro ... | 118.61 | -2.09% | 2.38K | +72.00% | 287.12K | 132.85 | 0.07% |
| 80 | VIS | Vanguard Indust... | 272.56 | -0.32% | 1.1K | +0.64% | 280.06K | 197.22 | 0.07% |
| 81 | ULST | SPDR SSgA Ultra... | 40.55 | +0.02% | 6.24K | -10.81% | 252.14K | 40.29 | 0.07% |
| 82 | SPYV | SPDR Portfolio ... | 51.73 | +0.29% | 4.62K | +0.65% | 236.46K | 38.42 | 0.06% |
| 83 | WM | Waste Managemen... | 236.91 | +1.12% | 1.15K | +0.17% | 232.61K | 96.26 | 0.06% |
| 84 | LRCX | Lam Research Co... | 91.62 | +0.74% | 3.18K | +100.00% | 229.73K | 72.23 | 0.06% |
| 85 | XLK | Technology Sele... | 242.47 | +0.89% | 977 | +15.35% | 227.06K | 139.88 | 0.06% |
| 86 | VYM | Vanguard High D... | 131.86 | +0.45% | 1.77K | +10.89% | 226.03K | 98.44 | 0.06% |
| 87 | KMB | Kimberly-Clark ... | 133.84 | +0.75% | 1.72K | +0.41% | 224.95K | 122.57 | 0.06% |
| 88 | LYB | LyondellBasell ... | 60.15 | -1.6% | 3.01K | +2.98% | 223.22K | 88.95 | 0.06% |
| 89 | LNG | Cheniere Energy... | 234.60 | -0.17% | 1.01K | +58.10% | 218.13K | 178.14 | 0.06% |
| 90 | ROBO | Robo Global Rob... | 57.62 | -0.1% | 3.54K | +0.31% | 199.16K | 63.68 | 0.05% |
| 91 | VTV | Vanguard Value ... | 174.72 | +0.57% | 1.18K | +0.09% | 199.06K | 143.65 | 0.05% |
| 92 | WFC | Wells Fargo & C... | 73.92 | -1.34% | 2.74K | +50.03% | 192.71K | 55.81 | 0.05% |
| 93 | ACVF | American Conser... | 46.12 | +0.42% | 4.33K | +0.14% | 189.49K | 31.76 | 0.05% |
| 94 | IBIT | iShares Bitcoin... | 60.70 | -1.85% | 3.53K | +19.12% | 187.37K | 38.85 | 0.05% |
| 95 | F | Ford Motor Comp... | 10.54 | -1.08% | 17.09K | -6.9% | 169.22K | 10.49 | 0.04% |
| 96 | DIA | SPDR Dow Jones ... | 430.26 | +0.15% | 388 | +0.52% | 164.99K | 221.43 | 0.04% |
| 97 | BOTZ | Global X Roboti... | 31.43 | -0.3% | 5.04K | 0.00% | 161.13K | 32.8 | 0.04% |
| 98 | VOO | Vanguard 500 In... | 554.74 | +0.34% | 288 | +25.76% | 154.92K | 528.85 | 0.04% |
| 99 | DOW | Dow Inc. | 30.14 | -1.78% | 3.81K | -1.5% | 153.04K | 52.92 | 0.04% |
| 100 | NEE | NextEra Energy,... | 73.84 | +1.15% | 2.09K | +3.27% | 149.63K | 70.24 | 0.04% |
| 101 | VVV | Valvoline Inc. | 36.42 | +1.19% | 3.93K | 0.00% | 142.09K | 32.1 | 0.04% |
| 102 | COP | ConocoPhillips | 94.64 | +1.38% | 1.41K | +16.41% | 140.03K | 72.12 | 0.04% |
| 103 | XLE | Energy Select S... | 86.58 | +0.34% | 1.63K | -12.72% | 139.91K | 54.7 | 0.04% |
| 104 | PEP | PepsiCo, Inc. | 132.27 | +1.82% | 905 | 0.00% | 137.65K | 126.79 | 0.04% |
| 105 | AVGO | Broadcom Inc. | 256.07 | +1.25% | 589 | +3.15% | 136.51K | 58.76 | 0.04% |
| 106 | VLO | Valero Energy C... | 133.46 | -0.45% | 1.09K | +0.83% | 134.13K | 95.69 | 0.03% |
| 107 | ITA | iShares U.S. Ae... | 179.44 | -0.69% | 891 | -6.7% | 129.56K | 111.92 | 0.03% |
| 108 | AMCR | Amcor plc | 9.23 | +0.71% | 13.74K | 0.00% | 129.29K | 11.23 | 0.03% |
| 109 | ABBV | AbbVie Inc. | 192.13 | +0.33% | 708 | -11.17% | 125.84K | 127.39 | 0.03% |
| 110 | FIS | Fidelity Nation... | 80.89 | -0.21% | 1.5K | 0.00% | 121.16K | 68.06 | 0.03% |
| 111 | IWM | iShares Russell... | 212.65 | -0.46% | 499 | +0.20% | 110.33K | 167.96 | 0.03% |
| 112 | BA | The Boeing Comp... | 203.87 | -4.73% | 618 | +56.06% | 109.39K | 201.82 | 0.03% |
| 113 | OXY | Occidental Petr... | 44.72 | -0.27% | 2.19K | +1.82K% | 108.37K | 50.25 | 0.03% |
| 114 | MO | Altria Group, I... | 59.94 | +0.04% | 2.05K | +4.69% | 107.37K | 45.88 | 0.03% |
| 115 | AGNC | AGNC Investment... | 9.40 | +0.91% | 11.62K | +81.32% | 107K | 9.54 | 0.03% |
| 116 | FCX | Freeport-McMoRa... | 41.22 | +0.50% | 2.81K | -15.28% | 106.81K | 33.9 | 0.03% |
| 117 | EOG | EOG Resources, ... | 120.50 | +0.48% | 805 | +0.63% | 98.72K | 104.88 | 0.03% |
| 118 | CGDV | Capital Group D... | 38.59 | +0.21% | 2.78K | +0.25% | 98.09K | 26.25 | 0.03% |
| 119 | IBB | iShares Biotech... | 128.85 | +0.77% | 716 | 0.00% | 94.69K | 106.82 | 0.02% |
| 120 | XLF | Financial Selec... | 50.99 | -0.01% | 1.9K | +1.44% | 91.76K | 27.56 | 0.02% |
| 121 | XLC | Communication S... | 103.61 | -0.83% | 948 | -9.71% | 91.74K | 48.94 | 0.02% |
| 122 | TMUS | T-Mobile US, In... | 228.62 | -1% | 412 | +1.48% | 91.03K | 139.19 | 0.02% |
| 123 | SLV | iShares Silver ... | 33.04 | +0.27% | 3.41K | +89.04% | 89.89K | 23.79 | 0.02% |
| 124 | VIG | Vanguard Divide... | 202.54 | +0.63% | 454 | +26.82% | 88.96K | 167.37 | 0.02% |
| 125 | GLTR | abrdn Physical ... | 140.25 | +0.92% | 802 | 0.00% | 88.06K | 96.17 | 0.02% |
| 126 | AGG | iShares Core U.... | 98.31 | +0.36% | 864 | -5.47% | 83.71K | 94.43 | 0.02% |
| 127 | SPYG | SPDR Portfolio ... | 92.11 | +0.35% | 941 | -3.19% | 82.7K | 53.92 | 0.02% |
| 128 | ASH | Ashland Inc. | 51.63 | -3.11% | 1.13K | +0.27% | 80.81K | 68.7 | 0.02% |
| 129 | XEL | Xcel Energy Inc... | 68.96 | +1.04% | 1.19K | +0.84% | 80.62K | 48.58 | 0.02% |
| 130 | QCOM | QUALCOMM Incorp... | 158.59 | -0.56% | 515 | -9.65% | 79.12K | 133.87 | 0.02% |
| 131 | CSCO | Cisco Systems, ... | 65.09 | +1.41% | 1.32K | +8.81% | 78.28K | 50.34 | 0.02% |
| 132 | MPC | Marathon Petrol... | 165.05 | +0.24% | 547 | +0.37% | 76.31K | 105.73 | 0.02% |
| 133 | BAC | Bank of America... | 44.56 | -0.37% | 1.7K | +10.87% | 74.91K | 33.1 | 0.02% |
| 134 | J | Jacobs Engineer... | 127.56 | +0.39% | 542 | +0.18% | 72.4K | 91.03 | 0.02% |
| 135 | VWO | Vanguard Emergi... | 49.09 | -0.03% | 1.63K | +20.34% | 71.64K | 42.44 | 0.02% |
| 136 | ETN | Eaton Corporati... | 329.93 | +1.30% | 211 | 0.00% | 70.15K | 90.18 | 0.02% |
| 137 | KHC | The Kraft Heinz... | 26.45 | +0.09% | 2.27K | +20.06% | 69.82K | 32.39 | 0.02% |
| 138 | XLV | Health Care Sel... | 136.74 | +0.73% | 507 | +39.29% | 69.75K | 106.47 | 0.02% |
| 139 | WPC | W. P. Carey Inc... | 63.25 | -0.14% | 1.27K | +100.00% | 69.08K | 54.48 | 0.02% |
| 140 | LLY | Eli Lilly and C... | 810.83 | +0.27% | 87 | +6.10% | 67.16K | 115.56 | 0.02% |
| 141 | SPLG | SPDR Portfolio ... | 70.97 | +0.33% | 934 | +0.32% | 64.4K | 35.55 | 0.02% |
| 142 | HBAN | Huntington Banc... | 15.96 | -0.84% | 3.87K | -47.82% | 62.96K | 12.13 | 0.02% |
| 143 | CGCP | Capital Group C... | 22.36 | +0.34% | 2.82K | +0.97% | 62.5K | 22.72 | 0.02% |
| 144 | DD | DuPont de Nemou... | 68.44 | -1.38% | 792 | +0.51% | 60.37K | 65.96 | 0.02% |
| 145 | VO | Vanguard Mid Ca... | 274.18 | +0.29% | 222 | +0.45% | 58.69K | 203.08 | 0.02% |
| 146 | FNDF | Schwab Fundamen... | 39.95 | +0.79% | 1.75K | 0.00% | 57.98K | 31.67 | 0.02% |
| 147 | MAIN | Main Street Cap... | 58.22 | +0.83% | 988 | +1.75% | 57.86K | 39.78 | 0.01% |
| 148 | IJR | iShares Core S&... | 108.32 | -0.46% | 496 | 0.00% | 57.2K | 94.33 | 0.01% |
| 149 | MGK | Vanguard Mega C... | 354.19 | +0.22% | 167 | +0.60% | 57.18K | 243.8 | 0.01% |
| 150 | IXC | iShares Global ... | 40.44 | +0.67% | 1.48K | +776.92% | 56.58K | 37.97 | 0.01% |