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 7 of 26

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81369Y605

Shares:1.9K

Value:$94.8K

% of Portfolio:0.0% ($94.8K/$378.2M)

464287556

Shares:717

Value:$91.7K

% of Portfolio:0.0% ($91.7K/$378.2M)

81369Y852

Shares:950

Value:$91.7K

% of Portfolio:0.0% ($91.7K/$378.2M)

921908844

VIG|921908844

Shares:456

Value:$88.6K

% of Portfolio:0.0% ($88.6K/$378.2M)

BOEING CO

BA|097023105

Shares:518

Value:$88.3K

% of Portfolio:0.0% ($88.3K/$378.2M)

464287226

Shares:864

Value:$85.5K

% of Portfolio:0.0% ($85.5K/$378.2M)

XCEL ENERGY INC

XEL|98389B100

Shares:1.2K

Value:$85.2K

% of Portfolio:0.0% ($85.2K/$378.2M)

Kraft Heinz Co

KHC|500754106

Shares:2.7K

Value:$81.9K

% of Portfolio:0.0% ($81.9K/$378.2M)

W. P. Carey Inc.

WPC|92936U109

Shares:1.3K

Value:$81.3K

% of Portfolio:0.0% ($81.3K/$378.2M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:1.3K

Value:$81.0K

% of Portfolio:0.0% ($81.0K/$378.2M)

ELI LILLY & Co

LLY|532457108

Shares:98

Value:$80.9K

% of Portfolio:0.0% ($80.9K/$378.2M)

Marathon Petroleum Corp

MPC|56585A102

Shares:549

Value:$80.0K

% of Portfolio:0.0% ($80.0K/$378.2M)

QUALCOMM INC/DE

QCOM|747525103

Shares:513

Value:$78.7K

% of Portfolio:0.0% ($78.7K/$378.2M)

78464A409

SPYG|78464A409

Shares:942

Value:$75.7K

% of Portfolio:0.0% ($75.7K/$378.2M)

81369Y209

Shares:508

Value:$74.2K

% of Portfolio:0.0% ($74.2K/$378.2M)

922042858

VWO|922042858

Shares:1.6K

Value:$73.6K

% of Portfolio:0.0% ($73.6K/$378.2M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:1.7K

Value:$70.8K

% of Portfolio:0.0% ($70.8K/$378.2M)

HUNTINGTON BANCSHARES INC /MD/

HBAN|446150104

Shares:4.6K

Value:$68.7K

% of Portfolio:0.0% ($68.7K/$378.2M)

ASHLAND INC.

ASH|044186104

Shares:1.1K

Value:$67.2K

% of Portfolio:0.0% ($67.2K/$378.2M)

JACOBS SOLUTIONS INC.

J|46982L108

Shares:543

Value:$65.7K

% of Portfolio:0.0% ($65.7K/$378.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip81369Y605)✕	1.9K	QoQ +0.26% (+5) YoY +2.53% (+47)	All Managers (Combined)	$94.8K	0.0% ($94.8K/$378.2M)	QoQ +3.36% (+$3.1K) YoY +21.23% (+$16.6K)
(cusip464287556)✕	717	QoQ +0.13% (-1) YoY -14.54% (-122)	All Managers (Combined)	$91.7K	0.0% ($91.7K/$378.2M)	QoQ -3.17% (-$3.0K) YoY -20.38% (-$23.5K)
(cusip81369Y852)✕	950	QoQ +0.21% (-2) YoY -9.00% (-94)	All Managers (Combined)	$91.7K	0.0% ($91.7K/$378.2M)	QoQ -0.08% (-$78) YoY +7.53% (-$6.4K)
(VIGcusip921908844)	456	QoQ +0.44% (-2) YoY +28.08% (+100)	All Managers (Combined)	$88.6K	0.0% ($88.6K/$378.2M)	QoQ -0.45% (-$402) YoY +36.22% (+$23.5K)
BOEING CO(BAcusip097023105)	518	QoQ -16.18% (-100) YoY +30.80% (+122)	All Managers (Combined)	$88.3K	0.0% ($88.3K/$378.2M)	QoQ -19.23% (-$21.0K) YoY +15.59% (+$11.9K)
(cusip464287226)✕	864	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$85.5K	0.0% ($85.5K/$378.2M)	QoQ +2.08% (+$1.7K) YoY +1.00% (+$847)
XCEL ENERGY INC(XELcusip98389B100)	1.2K	QoQ +0.83% (+10) YoY +3.70% (+43)	All Managers (Combined)	$85.2K	0.0% ($85.2K/$378.2M)	QoQ +5.70% (+$4.6K) YoY +36.56% (+$22.8K)
Kraft Heinz Co(KHCcusip500754106)	2.7K	QoQ +18.33% (+417) YoY +269.13% (+2.0K)	All Managers (Combined)	$81.9K	0.0% ($81.9K/$378.2M)	QoQ +17.26% (+$12.1K) YoY +204.41% (+$55.0K)
W. P. Carey Inc.(WPCcusip92936U109)	1.3K	QoQ +1.57% (+20) YoY NEW(+1.3K)	All Managers (Combined)	$81.3K	0.0% ($81.3K/$378.2M)	QoQ +17.67% (+$12.2K) YoY NEW(+$81.3K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	1.3K	QoQ -0.68% (-9) YoY +9.69% (+116)	All Managers (Combined)	$81.0K	0.0% ($81.0K/$378.2M)	QoQ +3.49% (-$2.7K) YoY +35.57% (+$21.3K)
ELI LILLY & Co(LLYcusip532457108)	98	QoQ +12.64% (+11) YoY +19.51% (+16)	All Managers (Combined)	$80.9K	0.0% ($80.9K/$378.2M)	QoQ +20.52% (+$13.8K) YoY +26.89% (+$17.2K)
Marathon Petroleum Corp(MPCcusip56585A102)	549	QoQ +0.36% (+2) YoY +97.48% (+271)	All Managers (Combined)	$80.0K	0.0% ($80.0K/$378.2M)	QoQ +4.77% (+$3.6K) YoY +42.49% (+$23.8K)
QUALCOMM INC/DE(QCOMcusip747525103)	513	QoQ -0.38% (-2) YoY -11.24% (-65)	All Managers (Combined)	$78.7K	0.0% ($78.7K/$378.2M)	QoQ -0.47% (-$376) YoY -19.54% (-$19.1K)
(SPYGcusip78464A409)	942	QoQ +0.10% (-1) YoY -2.88% (-28)	All Managers (Combined)	$75.7K	0.0% ($75.7K/$378.2M)	QoQ -8.46% (-$7.0K) YoY +6.70% (-$4.8K)
(cusip81369Y209)✕	508	QoQ +0.19% (+1) YoY +40.33% (+146)	All Managers (Combined)	$74.2K	0.0% ($74.2K/$378.2M)	QoQ +6.43% (+$4.5K) YoY +38.96% (+$20.8K)
(VWOcusip922042858)	1.6K	QoQ 0.00% (+0) YoY +20.51% (+277)	All Managers (Combined)	$73.6K	0.0% ($73.6K/$378.2M)	QoQ +2.78% (+$2.0K) YoY +30.59% (+$17.3K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	1.7K	QoQ -0.41% (-7) YoY -20.66% (-442)	All Managers (Combined)	$70.8K	0.0% ($70.8K/$378.2M)	QoQ -5.46% (-$4.1K) YoY -12.67% (-$10.3K)
HUNTINGTON BANCSHARES INC /MD/(HBANcusip446150104)	4.6K	QoQ +18.32% (+709) YoY -8.74% (-439)	All Managers (Combined)	$68.7K	0.0% ($68.7K/$378.2M)	QoQ +9.14% (+$5.8K) YoY -1.82% (-$1.3K)
ASHLAND INC.(ASHcusip044186104)	1.1K	QoQ +0.26% (-3) YoY +60.16% (-426)	All Managers (Combined)	$67.2K	0.0% ($67.2K/$378.2M)	QoQ -16.81% (-$13.6K) YoY -2.55% (-$1.8K)
JACOBS SOLUTIONS INC.(Jcusip46982L108)	543	QoQ +0.18% (-1) YoY +0.74% (-4)	All Managers (Combined)	$65.7K	0.0% ($65.7K/$378.2M)	QoQ -9.28% (-$6.7K) YoY -20.67% (-$17.1K)