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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Winch-Advisory-Services
Data Enrichment
74% identified373 identified131 unidentified
Holdings
504 positions • $378.2M total value
Manager:
Search and click to pin securities to the top
Page 3 of 26
46435U853
Shares:24.1K
Value:$886.2K
% of Portfolio:0.2% ($886.2K/$378.2M)
92206C409
Shares:10.1K
Value:$798.9K
% of Portfolio:0.2% ($798.9K/$378.2M)
97717X511
Shares:17.4K
Value:$756.7K
% of Portfolio:0.2% ($756.7K/$378.2M)
78468R101
Shares:24.5K
Value:$715.6K
% of Portfolio:0.2% ($715.6K/$378.2M)
92189F676
Shares:2.8K
Value:$584.7K
% of Portfolio:0.2% ($584.7K/$378.2M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
Tesla, Inc.(TSLAcusip88160R101) | 4.7K | QoQ -0.87% (-41)YoY -5.89% (-292) | All Managers (Combined) | $1.2M | 0.3% ($1.2M/$378.2M) | |
17.3K | QoQ +2.62% (-441)YoY -0.37% (-65) | All Managers (Combined) | $1.1M | 0.3% ($1.1M/$378.2M) | ||
STARBUCKS CORP(SBUXcusip855244109) | 11.4K | All Managers (Combined) | $1.1M | 0.3% ($1.1M/$378.2M) | ||
CHEVRON CORP(CVXcusip166764100) | 6.5K | All Managers (Combined) | $1.1M | 0.3% ($1.1M/$378.2M) | ||
Walmart Inc.(WMTcusip931142103) | 12.3K | All Managers (Combined) | $1.1M | 0.3% ($1.1M/$378.2M) | ||
2.1K | QoQ +2.93% (+59) | All Managers (Combined) | $1.1M | 0.3% ($1.1M/$378.2M) | ||
NIKE, Inc.(NKEcusip654106103) | 14.2K | QoQ +2.64% (-366)YoY -0.90% (-129) | All Managers (Combined) | $900.1K | 0.2% ($900.1K/$378.2M) | |
(cusip46435U853)✕ | 24.1K | All Managers (Combined) | $886.2K | 0.2% ($886.2K/$378.2M) | ||
Medtronic plc(MDTcusipG5960L103) | 9.6K | QoQ +2.49% (+234)YoY -7.64% (-794) | All Managers (Combined) | $862.2K | 0.2% ($862.2K/$378.2M) | |
14.3K | All Managers (Combined) | $851.8K | 0.2% ($851.8K/$378.2M) | |||
7.6K | QoQ -0.07% (-6)YoY +1.66% (+124) | All Managers (Combined) | $823.7K | 0.2% ($823.7K/$378.2M) | ||
(cusip92206C409)✕ | 10.1K | QoQ -0.93% (-96)YoY -6.65% (-721) | All Managers (Combined) | $798.9K | 0.2% ($798.9K/$378.2M) | |
EXXON MOBIL CORP(XOMcusip30231G102) | 6.6K | All Managers (Combined) | $788.7K | 0.2% ($788.7K/$378.2M) | ||
(cusip97717X511)✕ | 17.4K | All Managers (Combined) | $756.7K | 0.2% ($756.7K/$378.2M) | ||
(cusip78468R101)✕ | 24.5K | All Managers (Combined) | $715.6K | 0.2% ($715.6K/$378.2M) | ||
1.9K | All Managers (Combined) | $706.5K | 0.2% ($706.5K/$378.2M) | |||
SPDR GOLD TRUST(GLDcusip78463V107) | 2.4K | QoQ 0.00% (+0)YoY +8.99% (+200) | All Managers (Combined) | $698.2K | 0.2% ($698.2K/$378.2M) | |
Alphabet Inc.(GOOGLcusip02079K305) | 4.3K | QoQ -0.88% (-39)YoY +0.62% (+27) | All Managers (Combined) | $672.2K | 0.2% ($672.2K/$378.2M) | |
1.4K | All Managers (Combined) | $607.5K | 0.2% ($607.5K/$378.2M) | |||
(cusip92189F676)✕ | 2.8K | QoQ +3.98% (-106)YoY +6.42% (+167) | All Managers (Combined) | $584.7K | 0.2% ($584.7K/$378.2M) |