Winch-Advisory-Services

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "GFL.TO",
  "TEM",
  "ASB",
  null,
  "SPT",
  "GDX",
  null,
  "OSK",
  "MTW",
  "NIC",
  "PLXS",
  "SNDR",
  "TROW",
  null,
  null,
  "EXAS",
  "CSIQ",
  "IMO",
  "KPLT",
  null,
  "SMCI",
  "ONON",
  "SNOW",
  "MU",
  "FNDF",
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "BABA",
  "MAIN",
  "KTB",
  null,
  "GOOGL",
  "MAGN",
  "VDE",
  null,
  null,
  "AXP",
  "GDXJ",
  null,
  "ASML",
  "T",
  "BLK",
  "GLTR",
  null,
  null,
  "AMRN",
  "CAT",
  "BUD",
  "AVGO",
  "LOW",
  null,
  "DNA",
  "FCEL",
  "BGS",
  "BUI",
  "BIDU",
  null,
  null,
  "BSX",
  null,
  null,
  null,
  null,
  null,
  "DBEF",
  "CCI",
  "CMI",
  null,
  "NVEC",
  "DUK",
  "PSQH",
  "D",
  null,
  null,
  null,
  "EBAY",
  null,
  "RUM",
  "QS",
  null,
  "TPIC",
  "EOG",
  null,
  null,
  "LWLG",
  "FCX",
  "BCYC",
  "GD",
  null,
  "FAX",
  "GILD",
  null,
  "HON",
  "HD",
  "HPQ",
  "AZN",
  "MCD",
  null,
  "EVGO",
  null,
  "FE",
  null,
  "MATV",
  "QCOM",
  "SWBI",
  "IPGP",
  null,
  "EMXC",
  "HMC",
  "HWM",
  "ITW",
  "AMAT",
  "RIVN",
  "ICE",
  "META",
  null,
  "IVT",
  null,
  null,
  "TISI",
  null,
  "RGR",
  null,
  null,
  null,
  null,
  null,
  "KMI",
  null,
  "LRCX",
  null,
  null,
  "SPWR",
  "MPC",
  "MRVL",
  null,
  "RPD",
  null,
  "MA",
  null,
  "MDT",
  null,
  "BMI",
  "MSFT",
  "TMUS",
  "EQIX",
  "FIS",
  "GE",
  null,
  null,
  "HRTX",
  "NTRS",
  null,
  "NVS",
  "NU",
  "OXY",
  null,
  null,
  null,
  "PCAR",
  "SMR",
  "BX",
  "AMP",
  "IJR",
  "ANET",
  "KLAC",
  "KR",
  "ORCL",
  "KHC",
  "NOC",
  "VGIT",
  "VHT",
  null,
  null,
  null,
  null,
  "EEM",
  "IWF",
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  null,
  "VGSH",
  null,
  "DNP",
  null,
  null,
  "IVV",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "HLN",
  "NVDA",
  "ENB",
  "INTC",
  "WOLF",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "MKC",
  "KVUE",
  null,
  "MSTR",
  null,
  null,
  null,
  null,
  null,
  null,
  "SHW",
  "SHOP",
  "SLB",
  "ROP",
  "RIO",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  "STX",
  "SAP",
  null,
  null,
  null,
  null,
  "SPYG",
  null,
  null,
  null,
  null,
  "BP",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "AMT",
  null,
  "SPLG",
  null,
  null,
  "IBM",
  "SYK",
  "SBUX",
  "SNPS",
  "TEL",
  "TPR",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TDG",
  "TFC",
  "UBS",
  "UAL",
  "UTHR",
  "UNM",
  "UPS",
  "VO",
  "AA",
  "AGNC",
  "ASH",
  "RCL",
  "VOE",
  "MRNA",
  "SCHW",
  "MGRM",
  "UMBF",
  null,
  null,
  null,
  "VWO",
  null,
  null,
  null,
  "VCIT",
  null,
  "VIG",
  "BCML",
  null,
  "TOST",
  null,
  "XLB",
  "PTON",
  "SNY",
  null,
  "TSM",
  "GSK",
  null,
  null,
  null,
  "ETR",
  "VYM",
  "DD",
  null,
  "EW",
  "VRT",
  null,
  null,
  "MUSA",
  null,
  "PBF",
  "ADSK",
  "AMCR",
  "SFM",
  "GM",
  "ACGL",
  "BLD",
  "ALB",
  "AFL",
  "AMD",
  "X",
  null,
  "DOV",
  "WSO",
  "VVV",
  "F",
  "WEC",
  "DEO",
  "WM",
  "NCLH",
  null,
  "BKR",
  null,
  "ES",
  "HYLN",
  "KNOP",
  null,
  "UA",
  "FDS",
  "NVO",
  "AMZN",
  "MSI",
  "OLN",
  "TTWO",
  "CLF",
  null,
  "PFG",
  "SIRI",
  "LUV",
  "HOG",
  "AMC",
  null,
  "AMTM",
  "HBAN",
  null,
  null,
  "VGT",
  "USB",
  "ESGV",
  "VUG",
  "VLO",
  "VFH",
  "VGK",
  "MGK",
  null,
  "VXUS",
  "VBK",
  "VBR",
  "VOT",
  "VB",
  "VOO",
  "VTV",
  "V",
  "VST",
  "WMT",
  "WBA",
  "WU",
  "WFC",
  "WELL",
  null,
  null,
  "WPC",
  "XPEV",
  "XEL",
  "YUMC",
  "YUM",
  null,
  "IUSG",
  "SOLV",
  null,
  "LNT",
  "AVNS",
  "GRMN",
  "CART",
  null,
  "SCHD",
  "BIIB",
  "SCHF",
  "LUMN",
  "JCI",
  "MFC",
  "KDP",
  "SO",
  null,
  "ON",
  "SJM",
  "TDOC",
  "CRM",
  "SNAP",
  "S",
  "SYY",
  "DIA",
  "SPOT",
  null,
  null,
  null,
  "LYB",
  "GEV",
  "ZBH",
  "SPYV",
  "GWW",
  "PSA",
  "NUE",
  "EG",
  "FDX",
  "STLA",
  null,
  "KMB",
  "ADP",
  "BAC",
  null,
  "BMO",
  "BRK-B",
  "BDX",
  "BA",
  "BLNK",
  "BHF",
  "BMY",
  "BRCC",
  "BTI",
  "BLDR",
  "CDNS",
  "CCL",
  "CECO",
  "CGAU",
  "LEU",
  "CX",
  "CNP",
  "CVX",
  "LNG",
  "CMG",
  "CSCO",
  "C",
  "CLX",
  "KO",
  "CMCSA",
  "CL",
  "COP",
  "STZ",
  "CTRA",
  "COST",
  "CRWD",
  "CYBR",
  "DHR",
  "DELL",
  "DE",
  "DVN",
  "FANG",
  "DAL",
  null,
  "DFAX",
  "DFAC",
  null,
  "EFA",
  "J",
  "ADI",
  "IWB",
  "NEE",
  "NKE",
  "QQQ",
  null,
  "IWM",
  "MDY",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  null,
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-06
Total Holdings: 504
Total Value: 378237356
Accession Number: 0001580642-25-002850
Form Type: 13F-HR
CIK: winch-advisory-services
Manager Name: Winch-Advisory-Services

Data Enrichment

74% identified

373 identified131 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

504 positions • $378.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 11 of 26

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CUMMINS INC

CMI|231021106

Shares:82

Value:$25.7K

% of Portfolio:0.0% ($25.7K/$378.2M)

ORACLE CORP

ORCL|68389X105

Shares:184

Value:$25.7K

% of Portfolio:0.0% ($25.7K/$378.2M)

PLEXUS CORP

PLXS|729132100

Shares:200

Value:$25.6K

% of Portfolio:0.0% ($25.6K/$378.2M)

TopBuild Corp

BLD|89055F103

Shares:84

Value:$25.6K

% of Portfolio:0.0% ($25.6K/$378.2M)

COMCAST CORP

CMCSA|20030N101

Shares:692

Value:$25.5K

% of Portfolio:0.0% ($25.5K/$378.2M)

78464A755

Shares:453

Value:$25.4K

% of Portfolio:0.0% ($25.4K/$378.2M)

78467V400

Shares:552

Value:$24.7K

% of Portfolio:0.0% ($24.7K/$378.2M)

78464A474

Shares:814

Value:$24.5K

% of Portfolio:0.0% ($24.5K/$378.2M)

SAP SE

SAP|803054204

Shares:90

Value:$24.2K

% of Portfolio:0.0% ($24.2K/$378.2M)

UMB FINANCIAL CORP

UMBF|902788108

Shares:234

Value:$23.6K

% of Portfolio:0.0% ($23.6K/$378.2M)

PNC FINANCIAL SERVICES GROUP, INC.

PNC|693475105

Shares:133

Value:$23.4K

% of Portfolio:0.0% ($23.4K/$378.2M)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:206

Value:$23.1K

% of Portfolio:0.0% ($23.1K/$378.2M)

78464A888

Shares:238

Value:$23.0K

% of Portfolio:0.0% ($23.0K/$378.2M)

US BANCORP \DE\

USB|902973304

Shares:540

Value:$22.8K

% of Portfolio:0.0% ($22.8K/$378.2M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:270

Value:$22.8K

% of Portfolio:0.0% ($22.8K/$378.2M)

Kenvue Inc.

KVUE|49177J102

Shares:940

Value:$22.5K

% of Portfolio:0.0% ($22.5K/$378.2M)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:103

Value:$22.4K

% of Portfolio:0.0% ($22.4K/$378.2M)

81369Y704

Shares:168

Value:$22.0K

% of Portfolio:0.0% ($22.0K/$378.2M)

14019W109

Shares:898

Value:$22.0K

% of Portfolio:0.0% ($22.0K/$378.2M)

RIO TINTO PLC

RIO|767204100

Shares:359

Value:$21.6K

% of Portfolio:0.0% ($21.6K/$378.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CUMMINS INC(CMIcusip231021106)	82	QoQ 0.00% (-0) YoY +2.50% (+2)	All Managers (Combined)	$25.7K	0.0% ($25.7K/$378.2M)	QoQ -9.61% (-$2.7K) YoY +8.75% (+$2.1K)
ORACLE CORP(ORCLcusip68389X105)	184	QoQ 0.00% (-0) YoY +89.69% (+87)	All Managers (Combined)	$25.7K	0.0% ($25.7K/$378.2M)	QoQ -15.91% (-$4.9K) YoY +111.69% (+$13.6K)
PLEXUS CORP(PLXScusip729132100)	200	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$25.6K	0.0% ($25.6K/$378.2M)	QoQ -18.11% (-$5.7K) YoY +35.12% (+$6.7K)
TopBuild Corp(BLDcusip89055F103)	84	QoQ -1.17% (-1) YoY NEW(+84)	All Managers (Combined)	$25.6K	0.0% ($25.6K/$378.2M)	QoQ -3.20% (-$848) YoY NEW(+$25.6K)
COMCAST CORP(CMCSAcusip20030N101)	692	QoQ +0.58% (-4) YoY NEW(+692)	All Managers (Combined)	$25.5K	0.0% ($25.5K/$378.2M)	QoQ -1.08% (-$281) YoY NEW(+$25.5K)
(cusip78464A755)✕	453	QoQ -5.23% (-25) YoY -4.83% (-23)	All Managers (Combined)	$25.4K	0.0% ($25.4K/$378.2M)	QoQ -6.40% (-$1.7K) YoY -11.51% (-$3.3K)
(cusip78467V400)✕	552	QoQ +0.36% (+2) YoY +2.98% (+16)	All Managers (Combined)	$24.7K	0.0% ($24.7K/$378.2M)	QoQ +1.86% (+$452) YoY +6.94% (+$1.6K)
(cusip78464A474)✕	814	QoQ -12.18% (-113) YoY -30.06% (-350)	All Managers (Combined)	$24.5K	0.0% ($24.5K/$378.2M)	QoQ -11.44% (-$3.2K) YoY -29.31% (-$10.2K)
SAP SE(SAPcusip803054204)	90	QoQ 0.00% (+0) YoY NEW(+90)	All Managers (Combined)	$24.2K	0.0% ($24.2K/$378.2M)	QoQ +9.03% (+$2.0K) YoY NEW(+$24.2K)
UMB FINANCIAL CORP(UMBFcusip902788108)	234	QoQ NEW(+234) YoY NEW(+234)	All Managers (Combined)	$23.6K	0.0% ($23.6K/$378.2M)	QoQ NEW(+$23.6K) YoY NEW(+$23.6K)
PNC FINANCIAL SERVICES GROUP, INC.(PNCcusip693475105)	133	QoQ +0.75% (-1) YoY NEW(+133)	All Managers (Combined)	$23.4K	0.0% ($23.4K/$378.2M)	QoQ -8.12% (-$2.1K) YoY NEW(+$23.4K)
GILEAD SCIENCES, INC.(GILDcusip375558103)	206	QoQ +0.48% (+1) YoY +60.93% (+78)	All Managers (Combined)	$23.1K	0.0% ($23.1K/$378.2M)	QoQ +22.17% (+$4.2K) YoY +146.80% (+$13.7K)
(cusip78464A888)✕	238	QoQ +0.42% (-1) YoY +0.84% (-2)	All Managers (Combined)	$23.0K	0.0% ($23.0K/$378.2M)	QoQ -6.97% (-$1.7K) YoY -12.52% (-$3.3K)
US BANCORP \DE\(USBcusip902973304)	540	QoQ +0.93% (-5) YoY -9.09% (-54)	All Managers (Combined)	$22.8K	0.0% ($22.8K/$378.2M)	QoQ -10.85% (-$2.8K) YoY -14.11% (-$3.7K)
Palantir Technologies Inc.(PLTRcusip69608A108)	270	QoQ 0.00% (+0) YoY NEW(+270)	All Managers (Combined)	$22.8K	0.0% ($22.8K/$378.2M)	QoQ +11.59% (+$2.4K) YoY NEW(+$22.8K)
Kenvue Inc.(KVUEcusip49177J102)	940	QoQ +0.85% (+8) YoY NEW(+940)	All Managers (Combined)	$22.5K	0.0% ($22.5K/$378.2M)	QoQ +13.30% (+$2.6K) YoY NEW(+$22.5K)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	103	QoQ +0.98% (+1) YoY NEW(+103)	All Managers (Combined)	$22.4K	0.0% ($22.4K/$378.2M)	QoQ +19.68% (+$3.7K) YoY NEW(+$22.4K)
(cusip81369Y704)✕	168	QoQ 0.00% (-0) YoY +1.20% (+2)	All Managers (Combined)	$22.0K	0.0% ($22.0K/$378.2M)	QoQ -0.22% (-$49) YoY +5.58% (+$1.2K)
(cusip14019W109)✕	898	QoQ 0.00% (-0) YoY +0.44% (-4)	All Managers (Combined)	$22.0K	0.0% ($22.0K/$378.2M)	QoQ -0.77% (-$171) YoY -4.58% (-$1.1K)
RIO TINTO PLC(RIOcusip767204100)	359	QoQ -1.37% (-5) YoY NEW(+359)	All Managers (Combined)	$21.6K	0.0% ($21.6K/$378.2M)	QoQ +0.75% (-$162) YoY NEW(+$21.6K)