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 13 of 26

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92204A306

VDE|92204A306

Shares:122

Value:$15.8K

% of Portfolio:0.0% ($15.8K/$378.2M)

92204A702

VGT|92204A702

Shares:29

Value:$15.5K

% of Portfolio:0.0% ($15.5K/$378.2M)

25434V708

DFAC|25434V708

Shares:471

Value:$15.5K

% of Portfolio:0.0% ($15.5K/$378.2M)

25434V880

DFAX|25434V880

Shares:582

Value:$15.2K

% of Portfolio:0.0% ($15.2K/$378.2M)

CROWN CASTLE INC.

CCI|22822V101

Shares:145

Value:$15.1K

% of Portfolio:0.0% ($15.1K/$378.2M)

Vertiv Holdings Co

VRT|92537N108

Shares:206

Value:$14.9K

% of Portfolio:0.0% ($14.9K/$378.2M)

WATSCO INC

WSO|942622200

Shares:29

Value:$14.8K

% of Portfolio:0.0% ($14.8K/$378.2M)

CLEVELAND-CLIFFS INC.

CLF|185899101

Shares:1.8K

Value:$14.5K

% of Portfolio:0.0% ($14.5K/$378.2M)

OSHKOSH CORP

OSK|688239201

Shares:154

Value:$14.5K

% of Portfolio:0.0% ($14.5K/$378.2M)

SIRIUS XM HOLDINGS INC.

SIRI|829933100

Shares:639

Value:$14.4K

% of Portfolio:0.0% ($14.4K/$378.2M)

WELLTOWER INC.

WELL|95040Q104

Shares:93

Value:$14.3K

% of Portfolio:0.0% ($14.3K/$378.2M)

78464A698

Shares:250

Value:$14.2K

% of Portfolio:0.0% ($14.2K/$378.2M)

33734X119

Shares:217

Value:$14.2K

% of Portfolio:0.0% ($14.2K/$378.2M)

887432359

Shares:324

Value:$13.8K

% of Portfolio:0.0% ($13.8K/$378.2M)

BlackRock Utilities, Infrastructure & Power Opportunities Trust

BUI|09248D104

Shares:604

Value:$13.7K

% of Portfolio:0.0% ($13.7K/$378.2M)

ENTERGY CORP /DE/

ETR|29364G103

Shares:159

Value:$13.6K

% of Portfolio:0.0% ($13.6K/$378.2M)

Air Products & Chemicals, Inc.

APD|009158106

Shares:46

Value:$13.5K

% of Portfolio:0.0% ($13.5K/$378.2M)

25434V401

Shares:222

Value:$13.4K

% of Portfolio:0.0% ($13.4K/$378.2M)

26922A628

Shares:277

Value:$13.4K

% of Portfolio:0.0% ($13.4K/$378.2M)

464287275

Shares:137

Value:$13.3K

% of Portfolio:0.0% ($13.3K/$378.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VDEcusip92204A306)	122	QoQ +0.82% (+1) YoY +3.38% (+4)	All Managers (Combined)	$15.8K	0.0% ($15.8K/$378.2M)	QoQ +7.69% (+$1.1K) YoY +1.63% (+$255)
(VGTcusip92204A702)	29	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$15.5K	0.0% ($15.5K/$378.2M)	QoQ -12.65% (-$2.3K) YoY +4.00% (+$598)
(DFACcusip25434V708)	471	QoQ +0.42% (-2) YoY NEW(+471)	All Managers (Combined)	$15.5K	0.0% ($15.5K/$378.2M)	QoQ -4.39% (-$713) YoY NEW(+$15.5K)
(DFAXcusip25434V880)	582	QoQ +0.34% (+2) YoY NEW(+582)	All Managers (Combined)	$15.2K	0.0% ($15.2K/$378.2M)	QoQ +5.65% (+$816) YoY NEW(+$15.2K)
CROWN CASTLE INC.(CCIcusip22822V101)	145	QoQ +1.39% (+2) YoY NEW(+145)	All Managers (Combined)	$15.1K	0.0% ($15.1K/$378.2M)	QoQ +16.55% (+$2.1K) YoY NEW(+$15.1K)
Vertiv Holdings Co(VRTcusip92537N108)	206	QoQ NEW(+206) YoY NEW(+206)	All Managers (Combined)	$14.9K	0.0% ($14.9K/$378.2M)	QoQ NEW(+$14.9K) YoY NEW(+$14.9K)
WATSCO INC(WSOcusip942622200)	29	QoQ 0.00% (+0) YoY NEW(+29)	All Managers (Combined)	$14.8K	0.0% ($14.8K/$378.2M)	QoQ +7.85% (+$1.1K) YoY NEW(+$14.8K)
CLEVELAND-CLIFFS INC.(CLFcusip185899101)	1.8K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$14.5K	0.0% ($14.5K/$378.2M)	QoQ -12.55% (-$2.1K) YoY -63.85% (-$25.6K)
OSHKOSH CORP(OSKcusip688239201)	154	QoQ +0.65% (-1) YoY +1.98% (-3)	All Managers (Combined)	$14.5K	0.0% ($14.5K/$378.2M)	QoQ -0.57% (-$83) YoY -23.29% (-$4.4K)
SIRIUS XM HOLDINGS INC.(SIRIcusip829933100)	639	QoQ +1.10% (-7) YoY NEW(+639)	All Managers (Combined)	$14.4K	0.0% ($14.4K/$378.2M)	QoQ -0.04% (-$7) YoY NEW(+$14.4K)
WELLTOWER INC.(WELLcusip95040Q104)	93	QoQ 0.00% (+0) YoY -63.24% (-160)	All Managers (Combined)	$14.3K	0.0% ($14.3K/$378.2M)	QoQ +22.09% (+$2.6K) YoY -39.49% (-$9.3K)
(cusip78464A698)✕	250	QoQ +0.40% (-1) YoY -84.43% (-1.4K)	All Managers (Combined)	$14.2K	0.0% ($14.2K/$378.2M)	QoQ -5.19% (-$780) YoY -82.37% (-$66.5K)
(cusip33734X119)✕	217	QoQ +0.46% (+1) YoY +1.87% (-4)	All Managers (Combined)	$14.2K	0.0% ($14.2K/$378.2M)	QoQ +2.41% (+$334) YoY -2.75% (-$401)
(cusip887432359)✕	324	QoQ 0.00% (-0) YoY +0.62% (+2)	All Managers (Combined)	$13.8K	0.0% ($13.8K/$378.2M)	QoQ -0.73% (-$102) YoY +1.66% (+$225)
BlackRock Utilities, Infrastructure & Power Opportunities Trust(BUIcusip09248D104)	604	QoQ +1.85% (-11) YoY +6.71% (+38)	All Managers (Combined)	$13.7K	0.0% ($13.7K/$378.2M)	QoQ -1.67% (-$233) YoY +12.03% (+$1.5K)
ENTERGY CORP /DE/(ETRcusip29364G103)	159	QoQ +0.63% (+1) YoY NEW(+159)	All Managers (Combined)	$13.6K	0.0% ($13.6K/$378.2M)	QoQ +13.53% (+$1.6K) YoY NEW(+$13.6K)
Air Products & Chemicals, Inc.(APDcusip009158106)	46	QoQ -30.30% (-20) YoY 0.00% (+0)	All Managers (Combined)	$13.5K	0.0% ($13.5K/$378.2M)	QoQ -29.25% (-$5.6K) YoY +21.72% (+$2.4K)
(cusip25434V401)✕	222	QoQ 0.00% (-0) YoY NEW(+222)	All Managers (Combined)	$13.4K	0.0% ($13.4K/$378.2M)	QoQ -4.91% (-$695) YoY NEW(+$13.4K)
(cusip26922A628)✕	277	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$13.4K	0.0% ($13.4K/$378.2M)	QoQ +2.34% (+$307) YoY +4.88% (+$625)
(cusip464287275)✕	137	QoQ 0.00% (+0) YoY NEW(+137)	All Managers (Combined)	$13.3K	0.0% ($13.3K/$378.2M)	QoQ +0.36% (+$48) YoY NEW(+$13.3K)