Winch-Advisory-Services

AI_NATIVE detailed information: This accession holds the following tickers:[
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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]

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 24 of 26

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Teladoc Health, Inc.

TDOC|87918A105

Shares:62

Value:$494

% of Portfolio:0.0% ($494/$378.2M)

QuantumScape Corp

QS|74767V109

Shares:117

Value:$487

% of Portfolio:0.0% ($487/$378.2M)

Brighthouse Financial, Inc.

BHF|10922N103

Shares:8

Value:$464

% of Portfolio:0.0% ($464/$378.2M)

Lumen Technologies, Inc.

LUMN|550241103

Shares:117

Value:$460

% of Portfolio:0.0% ($460/$378.2M)

37954Y855

Shares:11

Value:$439

% of Portfolio:0.0% ($439/$378.2M)

TAKE TWO INTERACTIVE SOFTWARE INC

TTWO|874054109

Shares:2

Value:$415

% of Portfolio:0.0% ($415/$378.2M)

25400Q113

Shares:32

Value:$398

% of Portfolio:0.0% ($398/$378.2M)

Monogram Technologies Inc.

MGRM|609786108

Shares:130

Value:$382

% of Portfolio:0.0% ($382/$378.2M)

86745T105

Shares:4

Value:$373

% of Portfolio:0.0% ($373/$378.2M)

GE Vernova Inc.

GEV|36828A101

Shares:1

Value:$306

% of Portfolio:0.0% ($306/$378.2M)

00214Q708

Shares:9

Value:$299

% of Portfolio:0.0% ($299/$378.2M)

Sprout Social, Inc.

SPT|85209W109

Shares:13

Value:$286

% of Portfolio:0.0% ($286/$378.2M)

FUELCELL ENERGY INC

FCEL|35952H700

Shares:62

Value:$283

% of Portfolio:0.0% ($283/$378.2M)

Y2690M105

Shares:106

Value:$283

% of Portfolio:0.0% ($283/$378.2M)

Canadian Solar Inc.

CSIQ|136635109

Shares:30

Value:$260

% of Portfolio:0.0% ($260/$378.2M)

Snap Inc

SNAP|83304A106

Shares:25

Value:$218

% of Portfolio:0.0% ($218/$378.2M)

Moderna, Inc.

MRNA|60770K107

Shares:7

Value:$198

% of Portfolio:0.0% ($198/$378.2M)

Ginkgo Bioworks Holdings, Inc.

DNA|37611X209

Shares:33

Value:$188

% of Portfolio:0.0% ($188/$378.2M)

GE HealthCare Technologies Inc.

GEHC|36266G107

Shares:2

Value:$162

% of Portfolio:0.0% ($162/$378.2M)

Magnera Corp

MAGN|55939A107

Shares:8

Value:$140

% of Portfolio:0.0% ($140/$378.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Teladoc Health, Inc.(TDOCcusip87918A105)	62	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$494	0.0% ($494/$378.2M)	QoQ -12.41% (-$70) YoY -47.22% (-$442)
QuantumScape Corp(QScusip74767V109)	117	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$487	0.0% ($487/$378.2M)	QoQ -19.76% (-$120) YoY -33.83% (-$249)
Brighthouse Financial, Inc.(BHFcusip10922N103)	8	QoQ 0.00% (+0) YoY +33.33% (+2)	All Managers (Combined)	$464	0.0% ($464/$378.2M)	QoQ +20.83% (+$80) YoY +50.16% (+$155)
Lumen Technologies, Inc.(LUMNcusip550241103)	117	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$460	0.0% ($460/$378.2M)	QoQ -26.16% (-$163) YoY +151.36% (+$277)
(cusip37954Y855)✕	11	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$439	0.0% ($439/$378.2M)	QoQ -4.56% (-$21) YoY -13.58% (-$69)
TAKE TWO INTERACTIVE SOFTWARE INC(TTWOcusip874054109)	2	QoQ NEW(+2) YoY NEW(+2)	All Managers (Combined)	$415	0.0% ($415/$378.2M)	QoQ NEW(+$415) YoY NEW(+$415)
(cusip25400Q113)✕	32	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$398	0.0% ($398/$378.2M)	QoQ -46.07% (-$340) YoY -54.61% (-$479)
Monogram Technologies Inc.(MGRMcusip609786108)	130	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$382	0.0% ($382/$378.2M)	QoQ +24.02% (+$74) YoY +20.50% (+$65)
(cusip86745T105)✕	4	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$373	0.0% ($373/$378.2M)	QoQ +6.57% (+$23) YoY +82.84% (+$169)
GE Vernova Inc.(GEVcusip36828A101)	1	QoQ -95.23% (-20) YoY NEW(+1)	All Managers (Combined)	$306	0.0% ($306/$378.2M)	QoQ -95.57% (-$6.6K) YoY NEW(+$306)
(cusip00214Q708)✕	9	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$299	0.0% ($299/$378.2M)	QoQ -10.21% (-$34) YoY +9.52% (+$26)
Sprout Social, Inc.(SPTcusip85209W109)	13	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$286	0.0% ($286/$378.2M)	QoQ -28.32% (-$113) YoY -63.14% (-$490)
FUELCELL ENERGY INC(FCELcusip35952H700)	62	QoQ 0.00% (-0) YoY NEW(+62)	All Managers (Combined)	$283	0.0% ($283/$378.2M)	QoQ -49.19% (-$274) YoY NEW(+$283)
(cusipY2690M105)✕	106	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$283	0.0% ($283/$378.2M)	QoQ +1.43% (+$4) YoY -12.11% (-$39)
Canadian Solar Inc.(CSIQcusip136635109)	30	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$260	0.0% ($260/$378.2M)	QoQ -22.15% (-$74) YoY -56.15% (-$333)
Snap Inc(SNAPcusip83304A106)	25	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$218	0.0% ($218/$378.2M)	QoQ -18.95% (-$51) YoY -24.04% (-$69)
Moderna, Inc.(MRNAcusip60770K107)	7	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$198	0.0% ($198/$378.2M)	QoQ -31.95% (-$93) YoY -73.45% (-$548)
Ginkgo Bioworks Holdings, Inc.(DNAcusip37611X209)	33	QoQ 0.00% (-0) YoY NEW(+33)	All Managers (Combined)	$188	0.0% ($188/$378.2M)	QoQ -41.97% (-$136) YoY NEW(+$188)
GE HealthCare Technologies Inc.(GEHCcusip36266G107)	2	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$162	0.0% ($162/$378.2M)	QoQ +3.18% (+$5) YoY -10.98% (-$20)
Magnera Corp(MAGNcusip55939A107)	8	QoQ 0.00% (+0) YoY NEW(+8)	All Managers (Combined)	$140	0.0% ($140/$378.2M)	QoQ 0.00% (+$0) YoY NEW(+$140)