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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ASML HOLDING NV

ASML|N07059210

Shares:879

Value:$582.2K

% of Portfolio:0.2% ($582.2K/$378.2M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:3.4K

Value:$557.7K

% of Portfolio:0.1% ($557.7K/$378.2M)

ROPER TECHNOLOGIES INC

ROP|776696106

Shares:944

Value:$556.8K

% of Portfolio:0.1% ($556.8K/$378.2M)

464285204

Shares:9.2K

Value:$542.1K

% of Portfolio:0.1% ($542.1K/$378.2M)

92204A405

VFH|92204A405

Shares:4.5K

Value:$535.9K

% of Portfolio:0.1% ($535.9K/$378.2M)

3M CO

MMM|88579Y101

Shares:3.6K

Value:$523.7K

% of Portfolio:0.1% ($523.7K/$378.2M)

92204A504

VHT|92204A504

Shares:2.0K

Value:$516.5K

% of Portfolio:0.1% ($516.5K/$378.2M)

PFIZER INC

PFE|717081103

Shares:18.7K

Value:$472.7K

% of Portfolio:0.1% ($472.7K/$378.2M)

97717Y808

Shares:9.6K

Value:$455.8K

% of Portfolio:0.1% ($455.8K/$378.2M)

BP PLC

BP|055622104

Shares:12.9K

Value:$434.5K

% of Portfolio:0.1% ($434.5K/$378.2M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:4.2K

Value:$427.4K

% of Portfolio:0.1% ($427.4K/$378.2M)

DEERE & CO

DE|244199105

Shares:893

Value:$419.1K

% of Portfolio:0.1% ($419.1K/$378.2M)

KLA CORP

KLAC|482480100

Shares:591

Value:$402.1K

% of Portfolio:0.1% ($402.1K/$378.2M)

MCDONALDS CORP

MCD|580135101

Shares:1.3K

Value:$392.1K

% of Portfolio:0.1% ($392.1K/$378.2M)

AT&T INC.

T|00206R102

Shares:13.0K

Value:$368.8K

% of Portfolio:0.1% ($368.8K/$378.2M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:676

Value:$354.3K

% of Portfolio:0.1% ($354.3K/$378.2M)

92204A801

Shares:1.8K

Value:$343.8K

% of Portfolio:0.1% ($343.8K/$378.2M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:4.7K

Value:$329.9K

% of Portfolio:0.1% ($329.9K/$378.2M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:2.0K

Value:$326.9K

% of Portfolio:0.1% ($326.9K/$378.2M)

46641Q332

Shares:5.6K

Value:$320.6K

% of Portfolio:0.1% ($320.6K/$378.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ASML HOLDING NV(ASMLcusipN07059210)	879	QoQ +35.85% (+232) YoY +442.59% (+717)	All Managers (Combined)	$582.2K	0.2% ($582.2K/$378.2M)	QoQ +29.75% (+$133.5K) YoY +269.85% (+$424.8K)
JOHNSON & JOHNSON(JNJcusip478160104)	3.4K	QoQ +1.41% (+47) YoY +22.91% (+627)	All Managers (Combined)	$557.7K	0.1% ($557.7K/$378.2M)	QoQ +16.31% (+$78.2K) YoY +28.86% (+$124.9K)
ROPER TECHNOLOGIES INC(ROPcusip776696106)	944	QoQ +2.16% (+20) YoY -17.12% (-195)	All Managers (Combined)	$556.8K	0.1% ($556.8K/$378.2M)	QoQ +15.89% (+$76.4K) YoY -12.80% (-$81.7K)
(cusip464285204)✕	9.2K	QoQ 0.00% (+0) YoY -17.79% (-2.0K)	All Managers (Combined)	$542.1K	0.1% ($542.1K/$378.2M)	QoQ +19.08% (+$86.9K) YoY +15.36% (-$72.2K)
(VFHcusip92204A405)	4.5K	QoQ +0.42% (+19) YoY +1.65% (+73)	All Managers (Combined)	$535.9K	0.1% ($535.9K/$378.2M)	QoQ +1.61% (+$8.5K) YoY +18.60% (+$84.1K)
3M CO(MMMcusip88579Y101)	3.6K	QoQ +0.02% (+1) YoY +0.05% (+2)	All Managers (Combined)	$523.7K	0.1% ($523.7K/$378.2M)	QoQ +13.78% (+$63.4K) YoY +38.54% (+$145.7K)
(VHTcusip92204A504)	2.0K	QoQ +0.36% (+7) YoY -1.51% (-30)	All Managers (Combined)	$516.5K	0.1% ($516.5K/$378.2M)	QoQ +4.72% (+$23.3K) YoY -3.62% (-$19.4K)
PFIZER INC(PFEcusip717081103)	18.7K	QoQ +8.04% (+1.4K) YoY +22.61% (+3.4K)	All Managers (Combined)	$472.7K	0.1% ($472.7K/$378.2M)	QoQ +3.19% (+$14.6K) YoY +11.96% (+$50.5K)
(cusip97717Y808)✕	9.6K	QoQ -2.11% (-207) YoY -5.97% (-609)	All Managers (Combined)	$455.8K	0.1% ($455.8K/$378.2M)	QoQ -1.29% (-$6.0K) YoY -4.96% (-$23.8K)
BP PLC(BPcusip055622104)	12.9K	QoQ +0.67% (+86) YoY +24.31% (+2.5K)	All Managers (Combined)	$434.5K	0.1% ($434.5K/$378.2M)	QoQ +15.08% (+$56.9K) YoY +11.48% (+$44.7K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	4.2K	QoQ +75.01% (+1.8K) YoY +480.19% (+3.4K)	All Managers (Combined)	$427.4K	0.1% ($427.4K/$378.2M)	QoQ +48.85% (+$140.3K) YoY +230.26% (+$298.0K)
DEERE & CO(DEcusip244199105)	893	QoQ -1.21% (-11) YoY +1.47% (+13)	All Managers (Combined)	$419.1K	0.1% ($419.1K/$378.2M)	QoQ +9.43% (-$36.1K) YoY +15.99% (+$57.8K)
KLA CORP(KLACcusip482480100)	591	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$402.1K	0.1% ($402.1K/$378.2M)	QoQ +7.89% (+$29.4K) YoY -2.66% (-$11.0K)
MCDONALDS CORP(MCDcusip580135101)	1.3K	QoQ +0.07% (+1) YoY -4.19% (-55)	All Managers (Combined)	$392.1K	0.1% ($392.1K/$378.2M)	QoQ +7.88% (+$28.7K) YoY +6.15% (-$22.7K)
AT&T INC.(Tcusip00206R102)	13.0K	QoQ +2.08% (+266) YoY +19.14% (+2.1K)	All Managers (Combined)	$368.8K	0.1% ($368.8K/$378.2M)	QoQ +26.79% (+$77.9K) YoY +91.44% (+$176.2K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	676	QoQ +1.19% (+8) YoY +12.85% (+77)	All Managers (Combined)	$354.3K	0.1% ($354.3K/$378.2M)	QoQ +4.85% (+$16.4K) YoY +19.57% (+$58.0K)
(cusip92204A801)✕	1.8K	QoQ -0.92% (-17) YoY +0.33% (-6)	All Managers (Combined)	$343.8K	0.1% ($343.8K/$378.2M)	QoQ -0.43% (-$1.5K) YoY -7.33% (-$27.2K)
NEXTERA ENERGY INC(NEEcusip65339F101)	4.7K	QoQ +122.99% (+2.6K) YoY +152.38% (+2.8K)	All Managers (Combined)	$329.9K	0.1% ($329.9K/$378.2M)	QoQ +120.47% (+$180.3K) YoY +179.95% (+$212.1K)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	2.0K	QoQ +19.17% (+317) YoY +62.13% (+755)	All Managers (Combined)	$326.9K	0.1% ($326.9K/$378.2M)	QoQ +0.16% (+$525) YoY +97.76% (+$161.6K)
(cusip46641Q332)✕	5.6K	QoQ 0.00% (-0) YoY +138.15% (+3.3K)	All Managers (Combined)	$320.6K	0.1% ($320.6K/$378.2M)	QoQ -0.67% (-$2.2K) YoY +135.19% (+$184.3K)