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 18 of 26

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EVEREST GROUP, LTD.

EG|G3223R108

Shares:13

Value:$4.7K

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

FACTSET RESEARCH SYSTEMS INC

FDS|303075105

Shares:10

Value:$4.7K

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

46434G764

EMXC|46434G764

Shares:84

Value:$4.7K

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

NUSCALE POWER Corp

SMR|67079K100

Shares:327

Value:$4.6K

% of Portfolio:0.0% ($4.6K/$378.2M)

MICROSTRATEGY Inc

MSTR|594972408

Shares:16

Value:$4.6K

% of Portfolio:0.0% ($4.6K/$378.2M)

Howmet Aerospace Inc.

HWM|443201108

Shares:35

Value:$4.6K

% of Portfolio:0.0% ($4.6K/$378.2M)

922908595

VBK|922908595

Shares:18

Value:$4.5K

% of Portfolio:0.0% ($4.5K/$378.2M)

067901108

Shares:230

Value:$4.5K

% of Portfolio:0.0% ($4.5K/$378.2M)

05606L100

Shares:44

Value:$4.4K

% of Portfolio:0.0% ($4.4K/$378.2M)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:56

Value:$4.4K

% of Portfolio:0.0% ($4.4K/$378.2M)

SHERWIN WILLIAMS CO

SHW|824348106

Shares:12

Value:$4.3K

% of Portfolio:0.0% ($4.3K/$378.2M)

SYNOPSYS INC

SNPS|871607107

Shares:10

Value:$4.3K

% of Portfolio:0.0% ($4.3K/$378.2M)

B&G Foods, Inc.

BGS|05508R106

Shares:620

Value:$4.3K

% of Portfolio:0.0% ($4.3K/$378.2M)

Alcoa Corp

AA|013872106

Shares:132

Value:$4.0K

% of Portfolio:0.0% ($4.0K/$378.2M)

ECOLAB INC.

ECL|278865100

Shares:15

Value:$3.9K

% of Portfolio:0.0% ($3.9K/$378.2M)

CENTRUS ENERGY CORP

LEU|15643U104

Shares:63

Value:$3.9K

% of Portfolio:0.0% ($3.9K/$378.2M)

BECTON DICKINSON & CO

BDX|075887109

Shares:17

Value:$3.8K

% of Portfolio:0.0% ($3.8K/$378.2M)

Snowflake Inc.

SNOW|833445109

Shares:26

Value:$3.8K

% of Portfolio:0.0% ($3.8K/$378.2M)

46431W507

Shares:74

Value:$3.8K

% of Portfolio:0.0% ($3.8K/$378.2M)

Rumble Inc.

RUM|78137L105

Shares:530

Value:$3.7K

% of Portfolio:0.0% ($3.7K/$378.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
EVEREST GROUP, LTD.(EGcusipG3223R108)	13	QoQ 0.00% (+0) YoY NEW(+13)	All Managers (Combined)	$4.7K	0.0% ($4.7K/$378.2M)	QoQ +0.23% (+$11) YoY NEW(+$4.7K)
FACTSET RESEARCH SYSTEMS INC(FDScusip303075105)	10	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$4.7K	0.0% ($4.7K/$378.2M)	QoQ -5.11% (-$252) YoY +0.99% (+$46)
(EMXCcusip46434G764)	84	QoQ 0.00% (-0) YoY NEW(+84)	All Managers (Combined)	$4.7K	0.0% ($4.7K/$378.2M)	QoQ -0.64% (-$30) YoY NEW(+$4.7K)
NUSCALE POWER Corp(SMRcusip67079K100)	327	QoQ NEW(+327) YoY NEW(+327)	All Managers (Combined)	$4.6K	0.0% ($4.6K/$378.2M)	QoQ NEW(+$4.6K) YoY NEW(+$4.6K)
MICROSTRATEGY Inc(MSTRcusip594972408)	16	QoQ NEW(+16) YoY NEW(+16)	All Managers (Combined)	$4.6K	0.0% ($4.6K/$378.2M)	QoQ NEW(+$4.6K) YoY NEW(+$4.6K)
Howmet Aerospace Inc.(HWMcusip443201108)	35	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$4.6K	0.0% ($4.6K/$378.2M)	QoQ +18.72% (+$723) YoY +90.12% (+$2.2K)
(VBKcusip922908595)	18	QoQ +125.00% (+10) YoY NEW(+18)	All Managers (Combined)	$4.5K	0.0% ($4.5K/$378.2M)	QoQ +102.50% (+$2.3K) YoY NEW(+$4.5K)
(cusip067901108)✕	230	QoQ +0.43% (+1) YoY +1.76% (+4)	All Managers (Combined)	$4.5K	0.0% ($4.5K/$378.2M)	QoQ +25.99% (+$922) YoY +19.07% (+$716)
(cusip05606L100)✕	44	QoQ 0.00% (+0) YoY +2.32% (+1)	All Managers (Combined)	$4.4K	0.0% ($4.4K/$378.2M)	QoQ +49.07% (+$1.5K) YoY +102.23% (+$2.2K)
SCHWAB CHARLES CORP(SCHWcusip808513105)	56	QoQ -58.20% (-78) YoY -65.43% (-106)	All Managers (Combined)	$4.4K	0.0% ($4.4K/$378.2M)	QoQ -55.47% (-$5.5K) YoY -62.30% (-$7.3K)
SHERWIN WILLIAMS CO(SHWcusip824348106)	12	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$4.3K	0.0% ($4.3K/$378.2M)	QoQ +2.96% (+$124) YoY +1.38% (+$59)
SYNOPSYS INC(SNPScusip871607107)	10	QoQ 0.00% (-0) YoY NEW(+10)	All Managers (Combined)	$4.3K	0.0% ($4.3K/$378.2M)	QoQ -11.63% (-$565) YoY NEW(+$4.3K)
B&G Foods, Inc.(BGScusip05508R106)	620	QoQ +2.81% (+17) YoY +9.15% (-52)	All Managers (Combined)	$4.3K	0.0% ($4.3K/$378.2M)	QoQ +2.59% (+$108) YoY -34.37% (-$2.2K)
Alcoa Corp(AAcusip013872106)	132	QoQ +1100.00% (+121) YoY +1100.00% (+121)	All Managers (Combined)	$4.0K	0.0% ($4.0K/$378.2M)	QoQ +838.55% (+$3.6K) YoY +957.10% (+$3.6K)
ECOLAB INC.(ECLcusip278865100)	15	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$3.9K	0.0% ($3.9K/$378.2M)	QoQ +8.50% (+$308) YoY +10.89% (+$386)
CENTRUS ENERGY CORP(LEUcusip15643U104)	63	QoQ NEW(+63) YoY NEW(+63)	All Managers (Combined)	$3.9K	0.0% ($3.9K/$378.2M)	QoQ NEW(+$3.9K) YoY NEW(+$3.9K)
BECTON DICKINSON & CO(BDXcusip075887109)	17	QoQ -39.28% (-11) YoY +6.25% (-1)	All Managers (Combined)	$3.8K	0.0% ($3.8K/$378.2M)	QoQ -38.86% (-$2.4K) YoY -5.81% (-$237)
Snowflake Inc.(SNOWcusip833445109)	26	QoQ 0.00% (-0) YoY -45.83% (-22)	All Managers (Combined)	$3.8K	0.0% ($3.8K/$378.2M)	QoQ -5.35% (-$215) YoY -51.01% (-$4.0K)
(cusip46431W507)✕	74	QoQ 0.00% (+0) YoY +4.22% (+3)	All Managers (Combined)	$3.8K	0.0% ($3.8K/$378.2M)	QoQ +1.50% (+$56) YoY +5.90% (+$211)
Rumble Inc.(RUMcusip78137L105)	530	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$3.7K	0.0% ($3.7K/$378.2M)	QoQ -45.65% (-$3.1K) YoY -12.49% (-$535)