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 14 of 26

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Blackstone Inc.

BX|09260D107

Shares:94

Value:$13.1K

% of Portfolio:0.0% ($13.1K/$378.2M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:106

Value:$12.9K

% of Portfolio:0.0% ($12.9K/$378.2M)

46436E536

Shares:429

Value:$12.9K

% of Portfolio:0.0% ($12.9K/$378.2M)

Spotify Technology S.A.

SPOT|L8681T102

Shares:23

Value:$12.7K

% of Portfolio:0.0% ($12.7K/$378.2M)

KROGER CO

KR|501044101

Shares:184

Value:$12.5K

% of Portfolio:0.0% ($12.5K/$378.2M)

DOMINION ENERGY, INC

D|25746U109

Shares:216

Value:$12.1K

% of Portfolio:0.0% ($12.1K/$378.2M)

NORTHERN TRUST CORP

NTRS|665859104

Shares:122

Value:$12.0K

% of Portfolio:0.0% ($12.0K/$378.2M)

808524805

SCHF|808524805

Shares:607

Value:$12.0K

% of Portfolio:0.0% ($12.0K/$378.2M)

HONDA MOTOR CO LTD

HMC|438128308

Shares:442

Value:$12.0K

% of Portfolio:0.0% ($12.0K/$378.2M)

On Holding AG

ONON|H5919C104

Shares:271

Value:$11.9K

% of Portfolio:0.0% ($11.9K/$378.2M)

DIAGEO PLC

DEO|25243Q205

Shares:113

Value:$11.8K

% of Portfolio:0.0% ($11.8K/$378.2M)

ENBRIDGE INC

ENB|29250N105

Shares:267

Value:$11.8K

% of Portfolio:0.0% ($11.8K/$378.2M)

DOVER Corp

DOV|260003108

Shares:67

Value:$11.7K

% of Portfolio:0.0% ($11.7K/$378.2M)

Palo Alto Networks Inc

PANW|697435105

Shares:66

Value:$11.3K

% of Portfolio:0.0% ($11.3K/$378.2M)

464288687

Shares:358

Value:$11.0K

% of Portfolio:0.0% ($11.0K/$378.2M)

81369Y407

Shares:55

Value:$10.9K

% of Portfolio:0.0% ($10.9K/$378.2M)

Diamondback Energy, Inc.

FANG|25278X109

Shares:67

Value:$10.7K

% of Portfolio:0.0% ($10.7K/$378.2M)

641069406

Shares:105

Value:$10.6K

% of Portfolio:0.0% ($10.6K/$378.2M)

DEVON ENERGY CORP/DE

DVN|25179M103

Shares:281

Value:$10.5K

% of Portfolio:0.0% ($10.5K/$378.2M)

British American Tobacco p.l.c.

BTI|110448107

Shares:250

Value:$10.3K

% of Portfolio:0.0% ($10.3K/$378.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Blackstone Inc.(BXcusip09260D107)	94	QoQ +1.07% (-1) YoY +2.17% (+2)	All Managers (Combined)	$13.1K	0.0% ($13.1K/$378.2M)	QoQ -18.50% (-$3.0K) YoY +8.15% (+$987)
TJX COMPANIES INC /DE/(TJXcusip872540109)	106	QoQ -4.50% (-5) YoY -3.63% (-4)	All Managers (Combined)	$12.9K	0.0% ($12.9K/$378.2M)	QoQ -3.43% (-$460) YoY +16.13% (-$1.8K)
(cusip46436E536)✕	429	QoQ 0.00% (-0) YoY NEW(+429)	All Managers (Combined)	$12.9K	0.0% ($12.9K/$378.2M)	QoQ -7.57% (-$1.1K) YoY NEW(+$12.9K)
Spotify Technology S.A.(SPOTcusipL8681T102)	23	QoQ 0.00% (+0) YoY +2200.00% (+22)	All Managers (Combined)	$12.7K	0.0% ($12.7K/$378.2M)	QoQ +22.94% (+$2.4K) YoY +4692.04% (+$12.4K)
KROGER CO(KRcusip501044101)	184	QoQ +0.54% (+1) YoY NEW(+184)	All Managers (Combined)	$12.5K	0.0% ($12.5K/$378.2M)	QoQ +11.25% (+$1.3K) YoY NEW(+$12.5K)
DOMINION ENERGY, INC(Dcusip25746U109)	216	QoQ +0.46% (+1) YoY +2.85% (+6)	All Managers (Combined)	$12.1K	0.0% ($12.1K/$378.2M)	QoQ +4.88% (+$565) YoY +17.52% (+$1.8K)
NORTHERN TRUST CORP(NTRScusip665859104)	122	QoQ 0.00% (-0) YoY NEW(+122)	All Managers (Combined)	$12.0K	0.0% ($12.0K/$378.2M)	QoQ -3.75% (-$470) YoY NEW(+$12.0K)
(SCHFcusip808524805)	607	QoQ NEW(+607) YoY NEW(+607)	All Managers (Combined)	$12.0K	0.0% ($12.0K/$378.2M)	QoQ NEW(+$12.0K) YoY NEW(+$12.0K)
HONDA MOTOR CO LTD(HMCcusip438128308)	442	QoQ -2.64% (-12) YoY +4.73% (-20)	All Managers (Combined)	$12.0K	0.0% ($12.0K/$378.2M)	QoQ -7.48% (-$970) YoY -23.65% (-$3.7K)
On Holding AG(ONONcusipH5919C104)	271	QoQ 0.00% (-0) YoY NEW(+271)	All Managers (Combined)	$11.9K	0.0% ($11.9K/$378.2M)	QoQ -19.81% (-$2.9K) YoY NEW(+$11.9K)
DIAGEO PLC(DEOcusip25243Q205)	113	QoQ 0.00% (-0) YoY NEW(+113)	All Managers (Combined)	$11.8K	0.0% ($11.8K/$378.2M)	QoQ -17.57% (-$2.5K) YoY NEW(+$11.8K)
ENBRIDGE INC(ENBcusip29250N105)	267	QoQ +1.52% (+4) YoY +78.00% (+117)	All Managers (Combined)	$11.8K	0.0% ($11.8K/$378.2M)	QoQ +6.02% (+$672) YoY +117.72% (+$6.4K)
DOVER Corp(DOVcusip260003108)	67	QoQ +1.51% (-1) YoY +1.51% (+1)	All Managers (Combined)	$11.7K	0.0% ($11.7K/$378.2M)	QoQ -6.07% (-$757) YoY +0.24% (+$29)
Palo Alto Networks Inc(PANWcusip697435105)	66	QoQ 0.00% (-0) YoY +100.00% (+33)	All Managers (Combined)	$11.3K	0.0% ($11.3K/$378.2M)	QoQ -6.22% (-$747) YoY +20.11% (+$1.9K)
(cusip464288687)✕	358	QoQ +1.12% (-4) YoY +6.23% (+21)	All Managers (Combined)	$11.0K	0.0% ($11.0K/$378.2M)	QoQ -1.17% (-$131) YoY +1.43% (+$156)
(cusip81369Y407)✕	55	QoQ -49.54% (-54) YoY -56.34% (-71)	All Managers (Combined)	$10.9K	0.0% ($10.9K/$378.2M)	QoQ -55.66% (-$13.7K) YoY -53.17% (-$12.4K)
Diamondback Energy, Inc.(FANGcusip25278X109)	67	QoQ +1.51% (-1) YoY +3.07% (-2)	All Managers (Combined)	$10.7K	0.0% ($10.7K/$378.2M)	QoQ -1.74% (-$190) YoY -16.54% (-$2.1K)
(cusip641069406)✕	105	QoQ 0.00% (+0) YoY +2.94% (-3)	All Managers (Combined)	$10.6K	0.0% ($10.6K/$378.2M)	QoQ +23.82% (+$2.0K) YoY -2.25% (-$245)
DEVON ENERGY CORP/DE(DVNcusip25179M103)	281	QoQ 0.00% (+0) YoY -14.84% (-49)	All Managers (Combined)	$10.5K	0.0% ($10.5K/$378.2M)	QoQ +14.27% (+$1.3K) YoY -36.53% (-$6.0K)
British American Tobacco p.l.c.(BTIcusip110448107)	250	QoQ -33.15% (-124) YoY +8.69% (+20)	All Managers (Combined)	$10.3K	0.0% ($10.3K/$378.2M)	QoQ -24.06% (-$3.3K) YoY +47.36% (+$3.3K)