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 23 of 26

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NOVARTIS AG

NVS|66987V109

Shares:11

Value:$1.2K

% of Portfolio:0.0% ($1.2K/$378.2M)

ASSOCIATED BANC-CORP

ASB|045487105

Shares:51

Value:$1.2K

% of Portfolio:0.0% ($1.2K/$378.2M)

39137B109

Shares:60

Value:$1.1K

% of Portfolio:0.0% ($1.1K/$378.2M)

BRC Inc.

BRCC|05601U105

Shares:500

Value:$1.0K

% of Portfolio:0.0% ($1.0K/$378.2M)

ON SEMICONDUCTOR CORP

ON|682189105

Shares:25

Value:$1.0K

% of Portfolio:0.0% ($1.0K/$378.2M)

Mativ Holdings, Inc.

MATV|808541106

Shares:159

Value:$988

% of Portfolio:0.0% ($988/$378.2M)

Stellantis N.V.

STLA|N82405106

Shares:87

Value:$975

% of Portfolio:0.0% ($975/$378.2M)

AVANOS MEDICAL, INC.

AVNS|05350V106

Shares:67

Value:$960

% of Portfolio:0.0% ($960/$378.2M)

Murphy USA Inc.

MUSA|626755102

Shares:2

Value:$941

% of Portfolio:0.0% ($941/$378.2M)

Arista Networks, Inc.

ANET|040413205

Shares:12

Value:$930

% of Portfolio:0.0% ($930/$378.2M)

Dell Technologies Inc.

DELL|24703L202

Shares:10

Value:$912

% of Portfolio:0.0% ($912/$378.2M)

CEMEX SAB DE CV

CX|151290889

Shares:143

Value:$802

% of Portfolio:0.0% ($802/$378.2M)

45662N103

Shares:24

Value:$795

% of Portfolio:0.0% ($795/$378.2M)

032108631

Shares:38

Value:$744

% of Portfolio:0.0% ($744/$378.2M)

WOLFSPEED, INC.

WOLF|977852102

Shares:238

Value:$728

% of Portfolio:0.0% ($728/$378.2M)

25400Q105

Shares:34

Value:$664

% of Portfolio:0.0% ($664/$378.2M)

XPENG INC.

XPEV|98422D105

Shares:28

Value:$580

% of Portfolio:0.0% ($580/$378.2M)

74347G804

Shares:13

Value:$567

% of Portfolio:0.0% ($567/$378.2M)

464288224

Shares:45

Value:$511

% of Portfolio:0.0% ($511/$378.2M)

PSQ Holdings, Inc.

PSQH|693691107

Shares:220

Value:$504

% of Portfolio:0.0% ($504/$378.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
NOVARTIS AG(NVScusip66987V109)	11	QoQ 0.00% (+0) YoY NEW(+11)	All Managers (Combined)	$1.2K	0.0% ($1.2K/$378.2M)	QoQ +14.57% (+$156) YoY NEW(+$1.2K)
ASSOCIATED BANC-CORP(ASBcusip045487105)	51	QoQ 0.00% (-0) YoY -81.11% (-219)	All Managers (Combined)	$1.2K	0.0% ($1.2K/$378.2M)	QoQ -4.71% (-$57) YoY -80.19% (-$4.7K)
(cusip39137B109)✕	60	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.1K	0.0% ($1.1K/$378.2M)	QoQ -1.77% (-$19) YoY +58.25% (+$388)
BRC Inc.(BRCCcusip05601U105)	500	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.0K	0.0% ($1.0K/$378.2M)	QoQ -34.06% (-$540) YoY -51.16% (-$1.1K)
ON SEMICONDUCTOR CORP(ONcusip682189105)	25	QoQ -16.66% (-5) YoY 0.00% (-0)	All Managers (Combined)	$1.0K	0.0% ($1.0K/$378.2M)	QoQ -46.24% (-$875) YoY -44.69% (-$822)
Mativ Holdings, Inc.(MATVcusip808541106)	159	QoQ +1.92% (-3) YoY +3.92% (-6)	All Managers (Combined)	$988	0.0% ($988/$378.2M)	QoQ -42.01% (-$716) YoY -65.61% (-$1.9K)
Stellantis N.V.(STLAcusipN82405106)	87	QoQ 0.00% (-0) YoY NEW(+87)	All Managers (Combined)	$975	0.0% ($975/$378.2M)	QoQ -14.09% (-$160) YoY NEW(+$975)
AVANOS MEDICAL, INC.(AVNScusip05350V106)	67	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$960	0.0% ($960/$378.2M)	QoQ -10.02% (-$107) YoY -28.03% (-$374)
Murphy USA Inc.(MUSAcusip626755102)	2	QoQ 0.00% (-0) YoY NEW(+2)	All Managers (Combined)	$941	0.0% ($941/$378.2M)	QoQ -6.27% (-$63) YoY NEW(+$941)
Arista Networks, Inc.(ANETcusip040413205)	12	QoQ 0.00% (-0) YoY NEW(+12)	All Managers (Combined)	$930	0.0% ($930/$378.2M)	QoQ -29.86% (-$396) YoY NEW(+$930)
Dell Technologies Inc.(DELLcusip24703L202)	10	QoQ -80.76% (-42) YoY NEW(+10)	All Managers (Combined)	$912	0.0% ($912/$378.2M)	QoQ -84.77% (-$5.1K) YoY NEW(+$912)
CEMEX SAB DE CV(CXcusip151290889)	143	QoQ +0.70% (-1) YoY +1.41% (-2)	All Managers (Combined)	$802	0.0% ($802/$378.2M)	QoQ -0.12% (-$1) YoY -36.85% (-$468)
(cusip45662N103)✕	24	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$795	0.0% ($795/$378.2M)	QoQ +2.18% (+$17) YoY -2.57% (-$21)
(cusip032108631)✕	38	QoQ -91.70% (-420) YoY NEW(+38)	All Managers (Combined)	$744	0.0% ($744/$378.2M)	QoQ -27.41% (-$281) YoY NEW(+$744)
WOLFSPEED, INC.(WOLFcusip977852102)	238	QoQ 0.00% (-0) YoY -6.66% (-17)	All Managers (Combined)	$728	0.0% ($728/$378.2M)	QoQ -54.06% (-$857) YoY -90.32% (-$6.8K)
(cusip25400Q105)✕	34	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$664	0.0% ($664/$378.2M)	QoQ -42.70% (-$495) YoY -68.48% (-$1.4K)
XPENG INC.(XPEVcusip98422D105)	28	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$580	0.0% ($580/$378.2M)	QoQ +75.22% (+$249) YoY +169.76% (+$365)
(cusip74347G804)✕	13	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$567	0.0% ($567/$378.2M)	QoQ -1.21% (-$7) YoY -8.69% (-$54)
(cusip464288224)✕	45	QoQ 0.00% (+0) YoY +2.27% (-1)	All Managers (Combined)	$511	0.0% ($511/$378.2M)	QoQ +0.19% (+$1) YoY -17.04% (-$105)
PSQ Holdings, Inc.(PSQHcusip693691107)	220	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$504	0.0% ($504/$378.2M)	QoQ -49.54% (-$495) YoY -57.43% (-$680)