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 9 of 26

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ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:184

Value:$45.7K

% of Portfolio:0.0% ($45.7K/$378.2M)

Public Storage

PSA|74460D109

Shares:151

Value:$45.3K

% of Portfolio:0.0% ($45.3K/$378.2M)

66538H534

Shares:1.2K

Value:$45.2K

% of Portfolio:0.0% ($45.2K/$378.2M)

81369Y886

Shares:547

Value:$43.1K

% of Portfolio:0.0% ($43.1K/$378.2M)

464288851

Shares:454

Value:$43.0K

% of Portfolio:0.0% ($43.0K/$378.2M)

Johnson Controls International plc

JCI|G51502105

Shares:532

Value:$42.6K

% of Portfolio:0.0% ($42.6K/$378.2M)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:79

Value:$42.1K

% of Portfolio:0.0% ($42.1K/$378.2M)

Motorola Solutions, Inc.

MSI|620076307

Shares:94

Value:$41.2K

% of Portfolio:0.0% ($41.2K/$378.2M)

921909768

VXUS|921909768

Shares:658

Value:$40.9K

% of Portfolio:0.0% ($40.9K/$378.2M)

46654Q203

Shares:774

Value:$40.1K

% of Portfolio:0.0% ($40.1K/$378.2M)

14020V108

Shares:1.2K

Value:$39.6K

% of Portfolio:0.0% ($39.6K/$378.2M)

922908538

VOT|922908538

Shares:160

Value:$39.2K

% of Portfolio:0.0% ($39.2K/$378.2M)

Duke Energy CORP

DUK|26441C204

Shares:318

Value:$38.8K

% of Portfolio:0.0% ($38.8K/$378.2M)

BlackRock, Inc.

BLK|09290D101

Shares:40

Value:$38.2K

% of Portfolio:0.0% ($38.2K/$378.2M)

921910733

ESGV|921910733

Shares:387

Value:$37.9K

% of Portfolio:0.0% ($37.9K/$378.2M)

GENERAL DYNAMICS CORP

GD|369550108

Shares:136

Value:$37.2K

% of Portfolio:0.0% ($37.2K/$378.2M)

HOME DEPOT, INC.

HD|437076102

Shares:99

Value:$36.1K

% of Portfolio:0.0% ($36.1K/$378.2M)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:327

Value:$35.9K

% of Portfolio:0.0% ($35.9K/$378.2M)

Shell plc

SHEL|780259305

Shares:467

Value:$34.2K

% of Portfolio:0.0% ($34.2K/$378.2M)

922908751

VB|922908751

Shares:154

Value:$34.2K

% of Portfolio:0.0% ($34.2K/$378.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	184	QoQ +0.54% (-1) YoY +2.22% (-4)	All Managers (Combined)	$45.7K	0.0% ($45.7K/$378.2M)	QoQ -1.59% (-$739) YoY -5.40% (-$2.6K)
Public Storage(PSAcusip74460D109)	151	QoQ +39.81% (+43) YoY +77.64% (+66)	All Managers (Combined)	$45.3K	0.0% ($45.3K/$378.2M)	QoQ +39.49% (+$12.8K) YoY +83.80% (+$20.6K)
(cusip66538H534)✕	1.2K	QoQ 0.00% (-0) YoY -7.03% (-89)	All Managers (Combined)	$45.2K	0.0% ($45.2K/$378.2M)	QoQ -1.27% (-$583) YoY -8.19% (-$4.0K)
(cusip81369Y886)✕	547	QoQ +0.73% (+4) YoY +231.51% (+382)	All Managers (Combined)	$43.1K	0.0% ($43.1K/$378.2M)	QoQ +4.92% (+$2.0K) YoY +297.45% (+$32.3K)
(cusip464288851)✕	454	QoQ +0.44% (+2) YoY -13.68% (-72)	All Managers (Combined)	$43.0K	0.0% ($43.0K/$378.2M)	QoQ +6.12% (+$2.5K) YoY -23.57% (-$13.3K)
Johnson Controls International plc(JCIcusipG51502105)	532	QoQ +0.56% (+3) YoY +2.11% (+11)	All Managers (Combined)	$42.6K	0.0% ($42.6K/$378.2M)	QoQ +1.95% (+$817) YoY +25.17% (+$8.6K)
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	79	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$42.1K	0.0% ($42.1K/$378.2M)	QoQ -6.33% (-$2.9K) YoY -4.12% (-$1.8K)
Motorola Solutions, Inc.(MSIcusip620076307)	94	QoQ 0.00% (-0) YoY +1.07% (+1)	All Managers (Combined)	$41.2K	0.0% ($41.2K/$378.2M)	QoQ -5.06% (-$2.2K) YoY +24.53% (+$8.1K)
(VXUScusip921909768)	658	QoQ +0.30% (+2) YoY +3.29% (+21)	All Managers (Combined)	$40.9K	0.0% ($40.9K/$378.2M)	QoQ +5.69% (+$2.2K) YoY +6.33% (+$2.4K)
(cusip46654Q203)✕	774	QoQ 0.00% (-0) YoY NEW(+774)	All Managers (Combined)	$40.1K	0.0% ($40.1K/$378.2M)	QoQ -8.15% (-$3.6K) YoY NEW(+$40.1K)
(cusip14020V108)✕	1.2K	QoQ 0.00% (-0) YoY +0.67% (+8)	All Managers (Combined)	$39.6K	0.0% ($39.6K/$378.2M)	QoQ -4.48% (-$1.9K) YoY +7.91% (+$2.9K)
(VOTcusip922908538)	160	QoQ 0.00% (-0) YoY +14.28% (+20)	All Managers (Combined)	$39.2K	0.0% ($39.2K/$378.2M)	QoQ -3.45% (-$1.4K) YoY +18.49% (+$6.1K)
Duke Energy CORP(DUKcusip26441C204)	318	QoQ +0.63% (+2) YoY +341.66% (+246)	All Managers (Combined)	$38.8K	0.0% ($38.8K/$378.2M)	QoQ +14.19% (+$4.8K) YoY +460.58% (+$31.9K)
BlackRock, Inc.(BLKcusip09290D101)	40	QoQ 0.00% (-0) YoY NEW(+40)	All Managers (Combined)	$38.2K	0.0% ($38.2K/$378.2M)	QoQ -7.61% (-$3.2K) YoY NEW(+$38.2K)
(ESGVcusip921910733)	387	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$37.9K	0.0% ($37.9K/$378.2M)	QoQ -6.61% (-$2.7K) YoY +5.10% (+$1.8K)
GENERAL DYNAMICS CORP(GDcusip369550108)	136	QoQ 0.00% (+0) YoY +32.03% (+33)	All Managers (Combined)	$37.2K	0.0% ($37.2K/$378.2M)	QoQ +3.70% (+$1.3K) YoY +28.21% (+$8.2K)
HOME DEPOT, INC.(HDcusip437076102)	99	QoQ +1.02% (-1) YoY -12.38% (-14)	All Managers (Combined)	$36.1K	0.0% ($36.1K/$378.2M)	QoQ -5.18% (-$2.0K) YoY -16.82% (-$7.3K)
UNITED PARCEL SERVICE INC(UPScusip911312106)	327	QoQ +1.55% (-5) YoY +94.64% (+159)	All Managers (Combined)	$35.9K	0.0% ($35.9K/$378.2M)	QoQ -11.57% (-$4.7K) YoY +43.66% (+$10.9K)
Shell plc(SHELcusip780259305)	467	QoQ +1.08% (+5) YoY +597.01% (+400)	All Managers (Combined)	$34.2K	0.0% ($34.2K/$378.2M)	QoQ +18.14% (+$5.3K) YoY +661.12% (+$29.7K)
(VBcusip922908751)	154	QoQ +0.65% (-1) YoY +1.31% (-2)	All Managers (Combined)	$34.2K	0.0% ($34.2K/$378.2M)	QoQ -7.32% (-$2.7K) YoY -1.54% (-$537)