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

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SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:6.7K

Value:$3.7M

% of Portfolio:1.0% ($3.7M/$378.2M)

Salesforce, Inc.

CRM|79466L302

Shares:13.1K

Value:$3.5M

% of Portfolio:0.9% ($3.5M/$378.2M)

464287457

Shares:41.5K

Value:$3.4M

% of Portfolio:0.9% ($3.4M/$378.2M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:3.3K

Value:$3.1M

% of Portfolio:0.8% ($3.1M/$378.2M)

922908769

VTI|922908769

Shares:10.4K

Value:$2.9M

% of Portfolio:0.8% ($2.9M/$378.2M)

Marvell Technology, Inc.

MRVL|573874104

Shares:44.7K

Value:$2.8M

% of Portfolio:0.7% ($2.8M/$378.2M)

78463X509

Shares:69.1K

Value:$2.7M

% of Portfolio:0.7% ($2.7M/$378.2M)

CITIGROUP INC

C|172967424

Shares:37.1K

Value:$2.6M

% of Portfolio:0.7% ($2.6M/$378.2M)

ADOBE INC.

ADBE|00724F101

Shares:6.2K

Value:$2.4M

% of Portfolio:0.6% ($2.4M/$378.2M)

78464A375

Shares:65.5K

Value:$2.2M

% of Portfolio:0.6% ($2.2M/$378.2M)

COCA COLA CO

KO|191216100

Shares:30.4K

Value:$2.2M

% of Portfolio:0.6% ($2.2M/$378.2M)

78464A649

Shares:71.4K

Value:$1.8M

% of Portfolio:0.5% ($1.8M/$378.2M)

Walt Disney Co

DIS|254687106

Shares:18.4K

Value:$1.8M

% of Portfolio:0.5% ($1.8M/$378.2M)

Mastercard Inc

MA|57636Q104

Shares:3.2K

Value:$1.8M

% of Portfolio:0.5% ($1.8M/$378.2M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:37.5K

Value:$1.7M

% of Portfolio:0.5% ($1.7M/$378.2M)

RTX Corp

RTX|75513E101

Shares:12.1K

Value:$1.6M

% of Portfolio:0.4% ($1.6M/$378.2M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:7.4K

Value:$1.6M

% of Portfolio:0.4% ($1.6M/$378.2M)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:7.5K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$378.2M)

EBAY INC

EBAY|278642103

Shares:18.8K

Value:$1.3M

% of Portfolio:0.3% ($1.3M/$378.2M)

PROCTER & GAMBLE Co

PG|742718109

Shares:7.4K

Value:$1.3M

% of Portfolio:0.3% ($1.3M/$378.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	6.7K	QoQ +5.21% (+331) YoY +19.44% (+1.1K)	All Managers (Combined)	$3.7M	1.0% ($3.7M/$378.2M)	QoQ +0.41% (+$15.4K) YoY +27.73% (+$811.7K)
Salesforce, Inc.(CRMcusip79466L302)	13.1K	QoQ +0.75% (-98) YoY +4.02% (-506)	All Managers (Combined)	$3.5M	0.9% ($3.5M/$378.2M)	QoQ -19.12% (-$829.4K) YoY -7.30% (-$276.4K)
(cusip464287457)✕	41.5K	QoQ -0.15% (-63) YoY -3.34% (-1.4K)	All Managers (Combined)	$3.4M	0.9% ($3.4M/$378.2M)	QoQ +0.76% (-$25.9K) YoY -2.22% (-$78.0K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	3.3K	QoQ +1.11% (+36) YoY +6.72% (+206)	All Managers (Combined)	$3.1M	0.8% ($3.1M/$378.2M)	QoQ +4.39% (+$130.2K) YoY +37.78% (+$848.4K)
(VTIcusip922908769)	10.4K	QoQ +4.23% (-423) YoY -3.34% (-360)	All Managers (Combined)	$2.9M	0.8% ($2.9M/$378.2M)	QoQ -1.13% (-$32.9K) YoY +2.21% (-$61.9K)
Marvell Technology, Inc.(MRVLcusip573874104)	44.7K	QoQ +1.42% (-629) YoY -1.14% (-517)	All Managers (Combined)	$2.8M	0.7% ($2.8M/$378.2M)	QoQ -43.46% (-$2.1M) YoY -14.12% (-$453.2K)
(cusip78463X509)✕	69.1K	QoQ +1.35% (+926) YoY -15.36% (-12.5K)	All Managers (Combined)	$2.7M	0.7% ($2.7M/$378.2M)	QoQ +4.00% (+$104.6K) YoY -7.92% (-$234.1K)
CITIGROUP INC(Ccusip172967424)	37.1K	QoQ -0.33% (-125) YoY +0.12% (+48)	All Managers (Combined)	$2.6M	0.7% ($2.6M/$378.2M)	QoQ +0.51% (-$13.5K) YoY +12.39% (+$290.9K)
ADOBE INC.(ADBEcusip00724F101)	6.2K	QoQ +0.08% (-5) YoY +2.47% (-150)	All Managers (Combined)	$2.4M	0.6% ($2.4M/$378.2M)	QoQ -13.67% (-$378.0K) YoY -22.10% (-$677.1K)
(cusip78464A375)✕	65.5K	QoQ +9.49% (+5.7K) YoY +55.81% (+23.5K)	All Managers (Combined)	$2.2M	0.6% ($2.2M/$378.2M)	QoQ +11.09% (+$217.6K) YoY +58.43% (+$803.5K)
COCA COLA CO(KOcusip191216100)	30.4K	QoQ -0.02% (-8) YoY +14.48% (+3.8K)	All Managers (Combined)	$2.2M	0.6% ($2.2M/$378.2M)	QoQ +15.00% (-$284.2K) YoY +34.02% (+$553.1K)
(cusip78464A649)✕	71.4K	QoQ +7.18% (+4.8K) YoY +46.54% (+22.7K)	All Managers (Combined)	$1.8M	0.5% ($1.8M/$378.2M)	QoQ +9.53% (+$158.9K) YoY +48.04% (+$592.0K)
Walt Disney Co(DIScusip254687106)	18.4K	QoQ -0.53% (-98) YoY +1.19% (-217)	All Managers (Combined)	$1.8M	0.5% ($1.8M/$378.2M)	QoQ -11.82% (-$243.5K) YoY -18.37% (-$408.5K)
Mastercard Inc(MAcusip57636Q104)	3.2K	QoQ -1.72% (-56) YoY -3.44% (-114)	All Managers (Combined)	$1.8M	0.5% ($1.8M/$378.2M)	QoQ +2.30% (-$39.5K) YoY +9.90% (-$157.9K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	37.5K	QoQ +5.75% (+2.0K) YoY +20.78% (+6.5K)	All Managers (Combined)	$1.7M	0.5% ($1.7M/$378.2M)	QoQ +19.95% (+$283.2K) YoY +30.56% (+$398.6K)
RTX Corp(RTXcusip75513E101)	12.1K	QoQ -0.37% (-45) YoY +3.57% (+416)	All Managers (Combined)	$1.6M	0.4% ($1.6M/$378.2M)	QoQ +14.03% (-$196.7K) YoY +40.66% (+$462.0K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	7.4K	QoQ +3.96% (-282) YoY +0.50% (+37)	All Managers (Combined)	$1.6M	0.4% ($1.6M/$378.2M)	QoQ -2.53% (-$40.8K) YoY +3.68% (+$55.8K)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	7.5K	QoQ -0.05% (-4) YoY +2.22% (+163)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$378.2M)	QoQ -4.22% (-$59.3K) YoY +5.43% (+$69.4K)
EBAY INC(EBAYcusip278642103)	18.8K	QoQ -0.12% (-24) YoY -2.07% (-398)	All Managers (Combined)	$1.3M	0.3% ($1.3M/$378.2M)	QoQ +9.18% (-$107.2K) YoY +25.66% (-$260.1K)
PROCTER & GAMBLE Co(PGcusip742718109)	7.4K	QoQ +0.42% (+31) YoY +16.26% (+1.0K)	All Managers (Combined)	$1.3M	0.3% ($1.3M/$378.2M)	QoQ +2.07% (+$25.7K) YoY +22.11% (+$228.6K)