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 17 of 26

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Vistra Corp.

VST|92840M102

Shares:54

Value:$6.3K

% of Portfolio:0.0% ($6.3K/$378.2M)

Yum China Holdings, Inc.

YUMC|98850P109

Shares:121

Value:$6.3K

% of Portfolio:0.0% ($6.3K/$378.2M)

464287200

IVV|464287200

Shares:11

Value:$6.2K

% of Portfolio:0.0% ($6.2K/$378.2M)

922908363

VOO|922908363

Shares:12

Value:$6.2K

% of Portfolio:0.0% ($6.2K/$378.2M)

Nu Holdings Ltd.

NU|G6683N103

Shares:600

Value:$6.1K

% of Portfolio:0.0% ($6.1K/$378.2M)

88032Q109

Shares:96

Value:$6.1K

% of Portfolio:0.0% ($6.1K/$378.2M)

Airbnb, Inc.

ABNB|009066101

Shares:50

Value:$6.0K

% of Portfolio:0.0% ($6.0K/$378.2M)

81369Y308

Shares:73

Value:$6.0K

% of Portfolio:0.0% ($6.0K/$378.2M)

Sanofi

SNY|80105N105

Shares:103

Value:$5.7K

% of Portfolio:0.0% ($5.7K/$378.2M)

ALLIANT ENERGY CORP

LNT|018802108

Shares:88

Value:$5.7K

% of Portfolio:0.0% ($5.7K/$378.2M)

G9830T106

Shares:860

Value:$5.4K

% of Portfolio:0.0% ($5.4K/$378.2M)

464287614

IWF|464287614

Shares:15

Value:$5.4K

% of Portfolio:0.0% ($5.4K/$378.2M)

464288273

Shares:84

Value:$5.3K

% of Portfolio:0.0% ($5.3K/$378.2M)

233051200

DBEF|233051200

Shares:120

Value:$5.2K

% of Portfolio:0.0% ($5.2K/$378.2M)

W.W. GRAINGER, INC.

GWW|384802104

Shares:5

Value:$5.1K

% of Portfolio:0.0% ($5.1K/$378.2M)

Walgreens Boots Alliance, Inc.

WBA|931427108

Shares:454

Value:$5.1K

% of Portfolio:0.0% ($5.1K/$378.2M)

33939L837

Shares:201

Value:$5.0K

% of Portfolio:0.0% ($5.0K/$378.2M)

46137V472

Shares:54

Value:$4.9K

% of Portfolio:0.0% ($4.9K/$378.2M)

Norwegian Cruise Line Holdings Ltd.

NCLH|G66721104

Shares:254

Value:$4.8K

% of Portfolio:0.0% ($4.8K/$378.2M)

IPG PHOTONICS CORP

IPGP|44980X109

Shares:75

Value:$4.7K

% of Portfolio:0.0% ($4.7K/$378.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Vistra Corp.(VSTcusip92840M102)	54	QoQ NEW(+54) YoY NEW(+54)	All Managers (Combined)	$6.3K	0.0% ($6.3K/$378.2M)	QoQ NEW(+$6.3K) YoY NEW(+$6.3K)
Yum China Holdings, Inc.(YUMCcusip98850P109)	121	QoQ -6.20% (-8) YoY +1.68% (+2)	All Managers (Combined)	$6.3K	0.0% ($6.3K/$378.2M)	QoQ +0.96% (-$60) YoY +33.10% (+$1.6K)
(IVVcusip464287200)	11	QoQ +37.50% (+3) YoY -15.38% (-2)	All Managers (Combined)	$6.2K	0.0% ($6.2K/$378.2M)	QoQ +30.70% (+$1.5K) YoY -10.26% (-$707)
(VOOcusip922908363)	12	QoQ 0.00% (-0) YoY NEW(+12)	All Managers (Combined)	$6.2K	0.0% ($6.2K/$378.2M)	QoQ -4.62% (-$299) YoY NEW(+$6.2K)
Nu Holdings Ltd.(NUcusipG6683N103)	600	QoQ 0.00% (-0) YoY NEW(+600)	All Managers (Combined)	$6.1K	0.0% ($6.1K/$378.2M)	QoQ -1.15% (-$72) YoY NEW(+$6.1K)
(cusip88032Q109)✕	96	QoQ 0.00% (+0) YoY +1.05% (+1)	All Managers (Combined)	$6.1K	0.0% ($6.1K/$378.2M)	QoQ +20.04% (+$1.0K) YoY +64.85% (+$2.4K)
Airbnb, Inc.(ABNBcusip009066101)	50	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$6.0K	0.0% ($6.0K/$378.2M)	QoQ -9.10% (-$598) YoY -27.58% (-$2.3K)
(cusip81369Y308)✕	73	QoQ 0.00% (+0) YoY NEW(+73)	All Managers (Combined)	$6.0K	0.0% ($6.0K/$378.2M)	QoQ +3.88% (+$223) YoY NEW(+$6.0K)
Sanofi(SNYcusip80105N105)	103	QoQ 0.00% (+0) YoY +3.00% (+3)	All Managers (Combined)	$5.7K	0.0% ($5.7K/$378.2M)	QoQ +14.99% (+$745) YoY +17.49% (+$851)
ALLIANT ENERGY CORP(LNTcusip018802108)	88	QoQ 0.00% (+0) YoY +2.32% (+2)	All Managers (Combined)	$5.7K	0.0% ($5.7K/$378.2M)	QoQ +9.71% (+$504) YoY +32.08% (+$1.4K)
(cusipG9830T106)✕	860	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$5.4K	0.0% ($5.4K/$378.2M)	QoQ +43.22% (+$1.6K) YoY +195.86% (+$3.6K)
(IWFcusip464287614)	15	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$5.4K	0.0% ($5.4K/$378.2M)	QoQ -10.09% (-$608) YoY +7.12% (+$360)
(cusip464288273)✕	84	QoQ 0.00% (+0) YoY NEW(+84)	All Managers (Combined)	$5.3K	0.0% ($5.3K/$378.2M)	QoQ +4.58% (+$234) YoY NEW(+$5.3K)
(DBEFcusip233051200)	120	QoQ 0.00% (+0) YoY NEW(+120)	All Managers (Combined)	$5.2K	0.0% ($5.2K/$378.2M)	QoQ +4.58% (+$228) YoY NEW(+$5.2K)
W.W. GRAINGER, INC.(GWWcusip384802104)	5	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$5.1K	0.0% ($5.1K/$378.2M)	QoQ -6.10% (-$331) YoY -2.11% (-$110)
Walgreens Boots Alliance, Inc.(WBAcusip931427108)	454	QoQ 0.00% (+0) YoY -87.11% (-3.1K)	All Managers (Combined)	$5.1K	0.0% ($5.1K/$378.2M)	QoQ +19.73% (+$835) YoY -93.37% (-$71.4K)
(cusip33939L837)✕	201	QoQ 0.00% (+0) YoY NEW(+201)	All Managers (Combined)	$5.0K	0.0% ($5.0K/$378.2M)	QoQ +7.14% (+$334) YoY NEW(+$5.0K)
(cusip46137V472)✕	54	QoQ 0.00% (-0) YoY NEW(+54)	All Managers (Combined)	$4.9K	0.0% ($4.9K/$378.2M)	QoQ -7.03% (-$374) YoY NEW(+$4.9K)
Norwegian Cruise Line Holdings Ltd.(NCLHcusipG66721104)	254	QoQ 0.00% (-0) YoY NEW(+254)	All Managers (Combined)	$4.8K	0.0% ($4.8K/$378.2M)	QoQ -26.30% (-$1.7K) YoY NEW(+$4.8K)
IPG PHOTONICS CORP(IPGPcusip44980X109)	75	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$4.7K	0.0% ($4.7K/$378.2M)	QoQ -13.16% (-$718) YoY -30.37% (-$2.1K)