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,
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  "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 12 of 26

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464287432

Shares:235

Value:$21.4K

% of Portfolio:0.0% ($21.4K/$378.2M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:85

Value:$21.2K

% of Portfolio:0.0% ($21.2K/$378.2M)

464288257

Shares:180

Value:$20.9K

% of Portfolio:0.0% ($20.9K/$378.2M)

Alibaba Group Holding Ltd

BABA|01609W102

Shares:155

Value:$20.4K

% of Portfolio:0.0% ($20.4K/$378.2M)

COLGATE PALMOLIVE CO

CL|194162103

Shares:213

Value:$20.0K

% of Portfolio:0.0% ($20.0K/$378.2M)

00214Q104

Shares:420

Value:$20.0K

% of Portfolio:0.0% ($20.0K/$378.2M)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:40

Value:$20.0K

% of Portfolio:0.0% ($20.0K/$378.2M)

GSK plc

GSK|37733W204

Shares:506

Value:$19.6K

% of Portfolio:0.0% ($19.6K/$378.2M)

INTEL CORP

INTC|458140100

Shares:862

Value:$19.6K

% of Portfolio:0.0% ($19.6K/$378.2M)

464287465

EFA|464287465

Shares:228

Value:$18.6K

% of Portfolio:0.0% ($18.6K/$378.2M)

37954Y384

Shares:576

Value:$18.6K

% of Portfolio:0.0% ($18.6K/$378.2M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:292

Value:$17.8K

% of Portfolio:0.0% ($17.8K/$378.2M)

GENERAL ELECTRIC CO

GE|369604301

Shares:86

Value:$17.3K

% of Portfolio:0.0% ($17.3K/$378.2M)

Keurig Dr Pepper Inc.

KDP|49271V100

Shares:498

Value:$17.0K

% of Portfolio:0.0% ($17.0K/$378.2M)

ZIMMER BIOMET HOLDINGS, INC.

ZBH|98956P102

Shares:150

Value:$17.0K

% of Portfolio:0.0% ($17.0K/$378.2M)

464288281

Shares:187

Value:$16.9K

% of Portfolio:0.0% ($16.9K/$378.2M)

464288513

Shares:211

Value:$16.6K

% of Portfolio:0.0% ($16.6K/$378.2M)

Baker Hughes Co

BKR|05722G100

Shares:377

Value:$16.6K

% of Portfolio:0.0% ($16.6K/$378.2M)

464287242

Shares:151

Value:$16.4K

% of Portfolio:0.0% ($16.4K/$378.2M)

YUM BRANDS INC

YUM|988498101

Shares:104

Value:$16.3K

% of Portfolio:0.0% ($16.3K/$378.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464287432)✕	235	QoQ +0.42% (+1) YoY NEW(+235)	All Managers (Combined)	$21.4K	0.0% ($21.4K/$378.2M)	QoQ +4.93% (+$1.0K) YoY NEW(+$21.4K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	85	QoQ -29.75% (-36) YoY +7.59% (+6)	All Managers (Combined)	$21.2K	0.0% ($21.2K/$378.2M)	QoQ -20.17% (-$5.4K) YoY +40.05% (+$6.1K)
(cusip464288257)✕	180	QoQ 0.00% (-0) YoY +1.69% (+3)	All Managers (Combined)	$20.9K	0.0% ($20.9K/$378.2M)	QoQ -0.94% (-$200) YoY +7.54% (+$1.5K)
Alibaba Group Holding Ltd(BABAcusip01609W102)	155	QoQ -36.73% (-90) YoY +1.97% (+3)	All Managers (Combined)	$20.4K	0.0% ($20.4K/$378.2M)	QoQ -1.42% (-$296) YoY +85.99% (+$9.5K)
COLGATE PALMOLIVE CO(CLcusip194162103)	213	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$20.0K	0.0% ($20.0K/$378.2M)	QoQ +3.15% (+$611) YoY +4.36% (+$836)
(cusip00214Q104)✕	420	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$20.0K	0.0% ($20.0K/$378.2M)	QoQ -16.18% (-$3.9K) YoY -4.99% (-$1.1K)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	40	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$20.0K	0.0% ($20.0K/$378.2M)	QoQ -4.33% (-$906) YoY -14.35% (-$3.3K)
GSK plc(GSKcusip37733W204)	506	QoQ 0.00% (+0) YoY NEW(+506)	All Managers (Combined)	$19.6K	0.0% ($19.6K/$378.2M)	QoQ +14.54% (+$2.5K) YoY NEW(+$19.6K)
INTEL CORP(INTCcusip458140100)	862	QoQ -17.35% (-181) YoY +32.20% (-210)	All Managers (Combined)	$19.6K	0.0% ($19.6K/$378.2M)	QoQ -6.38% (-$1.3K) YoY -31.98% (-$9.2K)
(EFAcusip464287465)	228	QoQ 0.00% (+0) YoY NEW(+228)	All Managers (Combined)	$18.6K	0.0% ($18.6K/$378.2M)	QoQ +8.09% (+$1.4K) YoY NEW(+$18.6K)
(cusip37954Y384)✕	576	QoQ +0.17% (+1) YoY -10.14% (-65)	All Managers (Combined)	$18.6K	0.0% ($18.6K/$378.2M)	QoQ +0.87% (+$161) YoY -2.39% (-$457)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	292	QoQ +1.03% (+3) YoY +317.14% (+222)	All Managers (Combined)	$17.8K	0.0% ($17.8K/$378.2M)	QoQ +8.97% (+$1.5K) YoY +367.22% (+$14.0K)
GENERAL ELECTRIC CO(GEcusip369604301)	86	QoQ 0.00% (+0) YoY +1333.33% (+80)	All Managers (Combined)	$17.3K	0.0% ($17.3K/$378.2M)	QoQ +20.17% (+$2.9K) YoY +1527.45% (+$16.2K)
Keurig Dr Pepper Inc.(KDPcusip49271V100)	498	QoQ +0.80% (+4) YoY NEW(+498)	All Managers (Combined)	$17.0K	0.0% ($17.0K/$378.2M)	QoQ +7.31% (+$1.2K) YoY NEW(+$17.0K)
ZIMMER BIOMET HOLDINGS, INC.(ZBHcusip98956P102)	150	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$17.0K	0.0% ($17.0K/$378.2M)	QoQ +7.14% (+$1.1K) YoY -14.24% (-$2.8K)
(cusip464288281)✕	187	QoQ +1.08% (+2) YoY NEW(+187)	All Managers (Combined)	$16.9K	0.0% ($16.9K/$378.2M)	QoQ +2.96% (+$487) YoY NEW(+$16.9K)
(cusip464288513)✕	211	QoQ +0.95% (+2) YoY NEW(+211)	All Managers (Combined)	$16.6K	0.0% ($16.6K/$378.2M)	QoQ +1.23% (+$203) YoY NEW(+$16.6K)
Baker Hughes Co(BKRcusip05722G100)	377	QoQ +0.26% (+1) YoY +2.16% (+8)	All Managers (Combined)	$16.6K	0.0% ($16.6K/$378.2M)	QoQ +7.67% (+$1.2K) YoY +34.13% (+$4.2K)
(cusip464287242)✕	151	QoQ +0.66% (+1) YoY NEW(+151)	All Managers (Combined)	$16.4K	0.0% ($16.4K/$378.2M)	QoQ +2.48% (+$399) YoY NEW(+$16.4K)
YUM BRANDS INC(YUMcusip988498101)	104	QoQ +0.97% (+1) YoY +1.96% (+2)	All Managers (Combined)	$16.3K	0.0% ($16.3K/$378.2M)	QoQ +17.81% (+$2.5K) YoY +15.66% (+$2.2K)