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 5 of 26

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92204A603

Shares:1.1K

Value:$273.4K

% of Portfolio:0.1% ($273.4K/$378.2M)

WASTE MANAGEMENT INC

WM|94106L109

Shares:1.1K

Value:$260.1K

% of Portfolio:0.1% ($260.1K/$378.2M)

78467V707

Shares:6.3K

Value:$255.5K

% of Portfolio:0.1% ($255.5K/$378.2M)

KIMBERLY CLARK CORP

KMB|494368103

Shares:1.7K

Value:$244.7K

% of Portfolio:0.1% ($244.7K/$378.2M)

LAM RESEARCH CORP

LRCX|512807306

Shares:3.3K

Value:$240.6K

% of Portfolio:0.1% ($240.6K/$378.2M)

Cheniere Energy, Inc.

LNG|16411R208

Shares:1.0K

Value:$235.2K

% of Portfolio:0.1% ($235.2K/$378.2M)

921946406

VYM|921946406

Shares:1.8K

Value:$229.9K

% of Portfolio:0.1% ($229.9K/$378.2M)

LyondellBasell Industries N.V.

LYB|N53745100

Shares:3.1K

Value:$219.6K

% of Portfolio:0.1% ($219.6K/$378.2M)

922908744

VTV|922908744

Shares:1.2K

Value:$206.8K

% of Portfolio:0.1% ($206.8K/$378.2M)

78464A508

SPYV|78464A508

Shares:4.0K

Value:$205.7K

% of Portfolio:0.1% ($205.7K/$378.2M)

81369Y803

XLK|81369Y803

Shares:978

Value:$201.9K

% of Portfolio:0.1% ($201.9K/$378.2M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:2.8K

Value:$197.9K

% of Portfolio:0.1% ($197.9K/$378.2M)

FORD MOTOR CO

F|345370860

Shares:18.7K

Value:$187.1K

% of Portfolio:0.0% ($187.1K/$378.2M)

26923N108

Shares:4.3K

Value:$185.8K

% of Portfolio:0.0% ($185.8K/$378.2M)

301505707

Shares:3.4K

Value:$177.1K

% of Portfolio:0.0% ($177.1K/$378.2M)

46438F101

Shares:3.6K

Value:$167.1K

% of Portfolio:0.0% ($167.1K/$378.2M)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:389

Value:$163.2K

% of Portfolio:0.0% ($163.2K/$378.2M)

MICRON TECHNOLOGY INC

MU|595112103

Shares:1.8K

Value:$159.2K

% of Portfolio:0.0% ($159.2K/$378.2M)

Broadcom Inc.

AVGO|11135F101

Shares:937

Value:$156.9K

% of Portfolio:0.0% ($156.9K/$378.2M)

CONOCOPHILLIPS

COP|20825C104

Shares:1.4K

Value:$147.2K

% of Portfolio:0.0% ($147.2K/$378.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip92204A603)✕	1.1K	QoQ +0.27% (-3) YoY +1.28% (+14)	All Managers (Combined)	$273.4K	0.1% ($273.4K/$378.2M)	QoQ -2.39% (-$6.7K) YoY +2.73% (+$7.3K)
WASTE MANAGEMENT INC(WMcusip94106L109)	1.1K	QoQ -2.60% (-30) YoY +1.81% (+20)	All Managers (Combined)	$260.1K	0.1% ($260.1K/$378.2M)	QoQ +11.80% (-$27.5K) YoY +10.63% (+$25.0K)
(cusip78467V707)✕	6.3K	QoQ +0.73% (+46) YoY -7.81% (-533)	All Managers (Combined)	$255.5K	0.1% ($255.5K/$378.2M)	QoQ +1.33% (+$3.4K) YoY -7.46% (-$20.6K)
KIMBERLY CLARK CORP(KMBcusip494368103)	1.7K	QoQ +0.23% (+4) YoY +1.53% (+26)	All Managers (Combined)	$244.7K	0.1% ($244.7K/$378.2M)	QoQ +8.79% (+$19.8K) YoY +11.61% (+$25.5K)
LAM RESEARCH CORP(LRCXcusip512807306)	3.3K	QoQ +4.05% (+129) YoY NEW(+3.3K)	All Managers (Combined)	$240.6K	0.1% ($240.6K/$378.2M)	QoQ +4.71% (+$10.8K) YoY NEW(+$240.6K)
Cheniere Energy, Inc.(LNGcusip16411R208)	1.0K	QoQ +0.09% (+1) YoY +56.30% (+366)	All Managers (Combined)	$235.2K	0.1% ($235.2K/$378.2M)	QoQ +7.80% (+$17.0K) YoY +124.45% (+$130.4K)
(VYMcusip921946406)	1.8K	QoQ +0.62% (+11) YoY +17.61% (+267)	All Managers (Combined)	$229.9K	0.1% ($229.9K/$378.2M)	QoQ +1.71% (+$3.9K) YoY +25.36% (+$46.5K)
LyondellBasell Industries N.V.(LYBcusipN53745100)	3.1K	QoQ +3.75% (-113) YoY +23.91% (-602)	All Managers (Combined)	$219.6K	0.1% ($219.6K/$378.2M)	QoQ -1.62% (-$3.6K) YoY -14.71% (-$37.9K)
(VTVcusip922908744)	1.2K	QoQ +1.78% (+21) YoY +28.02% (+262)	All Managers (Combined)	$206.8K	0.1% ($206.8K/$378.2M)	QoQ +3.87% (+$7.7K) YoY +35.73% (+$54.4K)
(SPYVcusip78464A508)	4.0K	QoQ -12.88% (-596) YoY -0.02% (-1)	All Managers (Combined)	$205.7K	0.1% ($205.7K/$378.2M)	QoQ -12.99% (-$30.7K) YoY +1.93% (-$3.9K)
(XLKcusip81369Y803)	978	QoQ +0.10% (-1) YoY +27.67% (+212)	All Managers (Combined)	$201.9K	0.1% ($201.9K/$378.2M)	QoQ -11.08% (-$25.2K) YoY +26.54% (+$42.3K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	2.8K	QoQ +0.43% (+12) YoY +50.76% (+928)	All Managers (Combined)	$197.9K	0.1% ($197.9K/$378.2M)	QoQ +2.68% (+$5.2K) YoY +86.74% (+$91.9K)
FORD MOTOR CO(Fcusip345370860)	18.7K	QoQ +9.14% (+1.6K) YoY +37.90% (+5.1K)	All Managers (Combined)	$187.1K	0.0% ($187.1K/$378.2M)	QoQ +10.57% (+$17.9K) YoY +4.15% (+$7.5K)
(cusip26923N108)✕	4.3K	QoQ +0.13% (-6) YoY +0.53% (+23)	All Managers (Combined)	$185.8K	0.0% ($185.8K/$378.2M)	QoQ -1.92% (-$3.6K) YoY +6.35% (+$11.1K)
(cusip301505707)✕	3.4K	QoQ -2.88% (-102) YoY -2.57% (-91)	All Managers (Combined)	$177.1K	0.0% ($177.1K/$378.2M)	QoQ -11.08% (-$22.1K) YoY -14.43% (-$29.9K)
(cusip46438F101)✕	3.6K	QoQ +1.04% (-37) YoY NEW(+3.6K)	All Managers (Combined)	$167.1K	0.0% ($167.1K/$378.2M)	QoQ -10.83% (-$20.3K) YoY NEW(+$167.1K)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	389	QoQ +0.25% (-1) YoY +1.03% (+4)	All Managers (Combined)	$163.2K	0.0% ($163.2K/$378.2M)	QoQ -1.09% (-$1.8K) YoY +6.50% (+$10.0K)
MICRON TECHNOLOGY INC(MUcusip595112103)	1.8K	QoQ +1521.23% (+1.7K) YoY NEW(+1.8K)	All Managers (Combined)	$159.2K	0.0% ($159.2K/$378.2M)	QoQ +1573.92% (+$149.7K) YoY NEW(+$159.2K)
Broadcom Inc.(AVGOcusip11135F101)	937	QoQ +59.08% (+348) YoY +1543.85% (+880)	All Managers (Combined)	$156.9K	0.0% ($156.9K/$378.2M)	QoQ +14.94% (+$20.4K) YoY +108.32% (+$81.6K)
CONOCOPHILLIPS(COPcusip20825C104)	1.4K	QoQ -0.77% (-11) YoY +8.85% (-114)	All Managers (Combined)	$147.2K	0.0% ($147.2K/$378.2M)	QoQ +5.09% (-$7.1K) YoY -10.14% (-$16.6K)