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 16 of 26

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032108656

Shares:163

Value:$8.7K

% of Portfolio:0.0% ($8.7K/$378.2M)

OLIN Corp

OLN|680665205

Shares:355

Value:$8.6K

% of Portfolio:0.0% ($8.6K/$378.2M)

CENTERPOINT ENERGY INC

CNP|15189T107

Shares:235

Value:$8.5K

% of Portfolio:0.0% ($8.5K/$378.2M)

CATERPILLAR INC

CAT|149123101

Shares:26

Value:$8.5K

% of Portfolio:0.0% ($8.5K/$378.2M)

464286822

Shares:166

Value:$8.5K

% of Portfolio:0.0% ($8.5K/$378.2M)

CyberArk Software Ltd.

CYBR|M2682V108

Shares:24

Value:$8.1K

% of Portfolio:0.0% ($8.1K/$378.2M)

35473P108

Shares:246

Value:$8.0K

% of Portfolio:0.0% ($8.0K/$378.2M)

66538H641

Shares:234

Value:$8.0K

% of Portfolio:0.0% ($8.0K/$378.2M)

922908512

VOE|922908512

Shares:49

Value:$7.9K

% of Portfolio:0.0% ($7.9K/$378.2M)

Maplebear Inc.

CART|565394103

Shares:196

Value:$7.8K

% of Portfolio:0.0% ($7.8K/$378.2M)

CHIPOTLE MEXICAN GRILL INC

CMG|169656105

Shares:148

Value:$7.4K

% of Portfolio:0.0% ($7.4K/$378.2M)

91232N207

Shares:96

Value:$7.4K

% of Portfolio:0.0% ($7.4K/$378.2M)

EXACT SCIENCES CORP

EXAS|30063P105

Shares:169

Value:$7.3K

% of Portfolio:0.0% ($7.3K/$378.2M)

37954Y830

Shares:186

Value:$7.3K

% of Portfolio:0.0% ($7.3K/$378.2M)

TAPESTRY, INC.

TPR|876030107

Shares:101

Value:$7.1K

% of Portfolio:0.0% ($7.1K/$378.2M)

UBS Group AG

UBS|H42097107

Shares:227

Value:$7.0K

% of Portfolio:0.0% ($7.0K/$378.2M)

ABBOTT LABORATORIES

ABT|002824100

Shares:52

Value:$6.8K

% of Portfolio:0.0% ($6.8K/$378.2M)

BADGER METER INC

BMI|056525108

Shares:34

Value:$6.5K

% of Portfolio:0.0% ($6.5K/$378.2M)

38141E3B3

Shares:6.0K

Value:$6.4K

% of Portfolio:0.0% ($6.4K/$378.2M)

Super Micro Computer, Inc.

SMCI|86800U302

Shares:188

Value:$6.4K

% of Portfolio:0.0% ($6.4K/$378.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip032108656)✕	163	QoQ 0.00% (-0) YoY NEW(+163)	All Managers (Combined)	$8.7K	0.0% ($8.7K/$378.2M)	QoQ -8.23% (-$778) YoY NEW(+$8.7K)
OLIN Corp(OLNcusip680665205)	355	QoQ +0.85% (-3) YoY +2.30% (-8)	All Managers (Combined)	$8.6K	0.0% ($8.6K/$378.2M)	QoQ -27.68% (-$3.3K) YoY -57.85% (-$11.8K)
CENTERPOINT ENERGY INC(CNPcusip15189T107)	235	QoQ +0.42% (+1) YoY +2.62% (+6)	All Managers (Combined)	$8.5K	0.0% ($8.5K/$378.2M)	QoQ +14.89% (+$1.1K) YoY +30.57% (+$2.0K)
CATERPILLAR INC(CATcusip149123101)	26	QoQ 0.00% (-0) YoY +4.00% (-1)	All Managers (Combined)	$8.5K	0.0% ($8.5K/$378.2M)	QoQ -8.72% (-$812) YoY -8.61% (-$800)
(cusip464286822)✕	166	QoQ 0.00% (+0) YoY +4.40% (-7)	All Managers (Combined)	$8.5K	0.0% ($8.5K/$378.2M)	QoQ +8.83% (+$687) YoY -23.40% (-$2.6K)
CyberArk Software Ltd.(CYBRcusipM2682V108)	24	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$8.1K	0.0% ($8.1K/$378.2M)	QoQ +1.45% (+$116) YoY +27.24% (+$1.7K)
(cusip35473P108)✕	246	QoQ 0.00% (+0) YoY NEW(+246)	All Managers (Combined)	$8.0K	0.0% ($8.0K/$378.2M)	QoQ +8.60% (+$635) YoY NEW(+$8.0K)
(cusip66538H641)✕	234	QoQ 0.00% (-0) YoY +1.29% (-3)	All Managers (Combined)	$8.0K	0.0% ($8.0K/$378.2M)	QoQ -9.05% (-$795) YoY -4.00% (-$333)
(VOEcusip922908512)	49	QoQ 0.00% (-0) YoY NEW(+49)	All Managers (Combined)	$7.9K	0.0% ($7.9K/$378.2M)	QoQ -0.76% (-$61) YoY NEW(+$7.9K)
Maplebear Inc.(CARTcusip565394103)	196	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$7.8K	0.0% ($7.8K/$378.2M)	QoQ -3.69% (-$300) YoY +6.96% (+$509)
CHIPOTLE MEXICAN GRILL INC(CMGcusip169656105)	148	QoQ 0.00% (-0) YoY +2366.66% (-142)	All Managers (Combined)	$7.4K	0.0% ($7.4K/$378.2M)	QoQ -16.73% (-$1.5K) YoY -57.39% (-$10.0K)
(cusip91232N207)✕	96	QoQ NEW(+96) YoY NEW(+96)	All Managers (Combined)	$7.4K	0.0% ($7.4K/$378.2M)	QoQ NEW(+$7.4K) YoY NEW(+$7.4K)
EXACT SCIENCES CORP(EXAScusip30063P105)	169	QoQ +64.07% (+66) YoY +64.07% (+66)	All Managers (Combined)	$7.3K	0.0% ($7.3K/$378.2M)	QoQ +26.39% (+$1.5K) YoY +2.85% (+$203)
(cusip37954Y830)✕	186	QoQ +1.08% (+2) YoY +1.63% (-3)	All Managers (Combined)	$7.3K	0.0% ($7.3K/$378.2M)	QoQ +3.68% (+$259) YoY -6.38% (-$497)
TAPESTRY, INC.(TPRcusip876030107)	101	QoQ 0.00% (+0) YoY NEW(+101)	All Managers (Combined)	$7.1K	0.0% ($7.1K/$378.2M)	QoQ +8.28% (+$544) YoY NEW(+$7.1K)
UBS Group AG(UBScusipH42097107)	227	QoQ 0.00% (+0) YoY +2.25% (+5)	All Managers (Combined)	$7.0K	0.0% ($7.0K/$378.2M)	QoQ +1.01% (+$70) YoY +1.81% (+$124)
ABBOTT LABORATORIES(ABTcusip002824100)	52	QoQ -55.55% (-65) YoY +1.96% (+1)	All Managers (Combined)	$6.8K	0.0% ($6.8K/$378.2M)	QoQ -48.41% (-$6.4K) YoY +19.00% (+$1.1K)
BADGER METER INC(BMIcusip056525108)	34	QoQ 0.00% (-0) YoY NEW(+34)	All Managers (Combined)	$6.5K	0.0% ($6.5K/$378.2M)	QoQ -10.30% (-$743) YoY NEW(+$6.5K)
(cusip38141E3B3)✕	6.0K	QoQ NEW(+6.0K) YoY NEW(+6.0K)	All Managers (Combined)	$6.4K	0.0% ($6.4K/$378.2M)	QoQ NEW(+$6.4K) YoY NEW(+$6.4K)
Super Micro Computer, Inc.(SMCIcusip86800U302)	188	QoQ +840.00% (+168) YoY NEW(+188)	All Managers (Combined)	$6.4K	0.0% ($6.4K/$378.2M)	QoQ +955.24% (+$5.8K) YoY NEW(+$6.4K)