Winch Advisory Services, LLC
CIK Number: 0001585822
Main Sectors:
Top Industries:
Filing Date: May 6, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SPTM | SPDR Portfolio ... | 77.92 | -0.27% | 584.26K | +1.85% | 39.74M | 41.01 | 10.51% | Share |
| 2 | VGSH | Vanguard Short-... | 58.65 | -0.01% | 483.75K | +55.99% | 28.39M | 60.04 | 7.51% | Share |
| 3 | AAPL | Apple Inc. | 231.56 | -0.52% | 115.5K | -2.89% | 25.66M | 36.93 | 6.78% | Share |
| 4 | VCIT | Vanguard Interm... | 83.05 | -0.09% | 296.88K | +3.27% | 24.27M | 80.47 | 6.42% | Share |
| 5 | BIL | SPDR Bloomberg ... | 91.62 | +0.04% | 253.58K | +47.92% | 23.26M | 91.57 | 6.15% | Share |
| 6 | NVDA | NVIDIA Corporat... | 180.46 | -0.86% | 212.76K | -2.02% | 23.06M | 7.2 | 6.10% | Share |
| 7 | CGMS | Capital Group U... | 27.66 | -0.02% | 732.89K | +1.90% | 20.01M | 27.02 | 5.29% | Share |
| 8 | AMZN | Amazon.com, Inc... | 231.03 | +0.02% | 83.79K | -2.84% | 15.94M | 57.06 | 4.21% | Share |
| 9 | MSFT | Microsoft Corpo... | 519.97 | -0.48% | 41.78K | -0.53% | 15.69M | 102.35 | 4.15% | Share |
| 10 | BRK-B | Berkshire Hatha... | 477.61 | -0.34% | 25.3K | -0.9% | 13.47M | 192.69 | 3.56% | Share |
| 11 | SHV | iShares Short T... | 110.30 | +0.04% | 113.91K | +0.62% | 12.58M | 110.52 | 3.33% | Share |
| 12 | GOOG | Alphabet Inc. | 204.80 | +0.48% | 64.62K | -1.03% | 10.09M | 46.7 | 2.67% | Share |
| 13 | V | Visa Inc. | 344.47 | -0.3% | 19.07K | -2.58% | 6.68M | 153.26 | 1.77% | Share |
| 14 | JPM | JPMorgan Chase ... | 290.56 | -1.22% | 24.31K | -0.45% | 5.96M | 102.93 | 1.58% | Share |
| 15 | SYK | Stryker Corpora... | 381.86 | +0.88% | 14.55K | -1.22% | 5.42M | 171.2 | 1.43% | Share |
| 16 | NFLX | Netflix, Inc. | 1239.22 | +0.70% | 5.37K | -2.86% | 5M | 266.39 | 1.32% | Share |
| 17 | GBIL | Goldman Sachs A... | 100.03 | +0.04% | 48.85K | +14.79% | 4.89M | 100.02 | 1.29% | Share |
| 18 | QQQ | Invesco QQQ Tru... | 577.11 | -0.48% | 9.91K | -64.34% | 4.65M | 291.22 | 1.23% | Share |
| 19 | AAAU | Goldman Sachs P... | 32.98 | +0.08% | 149.63K | +0.05% | 4.62M | 22.28 | 1.22% | Share |
| 20 | META | Meta Platforms,... | 784.78 | +0.34% | 7.32K | +0.25% | 4.22M | 182.33 | 1.11% | Share |
| 21 | SPY | SPDR S&P 500 ET... | 643.36 | -0.25% | 6.68K | +5.21% | 3.74M | 357.4 | 0.99% | Share |
| 22 | CRM | Salesforce, Inc... | 242.48 | +3.90% | 13.07K | +0.76% | 3.51M | 155.66 | 0.93% | Share |
| 23 | SHY | iShares 1-3 Yea... | 82.69 | -0.02% | 41.51K | -0.15% | 3.43M | 86.63 | 0.91% | Share |
| 24 | COST | Costco Wholesal... | 971.81 | -0.37% | 3.27K | +1.11% | 3.09M | 378.92 | 0.82% | Share |
| 25 | VTI | Vanguard Total ... | 316.44 | -0.24% | 10.4K | +4.24% | 2.86M | 219.11 | 0.76% | Share |
| 26 | MRVL | Marvell Technol... | 76.19 | -3.61% | 44.75K | +1.43% | 2.76M | 43.59 | 0.73% | Share |
| 27 | SPEM | SPDR Portfolio ... | 44.33 | +0.32% | 69.09K | +1.36% | 2.72M | 40.59 | 0.72% | Share |
| 28 | C | Citigroup Inc. | 93.66 | -1.89% | 37.15K | -0.34% | 2.64M | 52.62 | 0.70% | Share |
| 29 | ADBE | Adobe Inc. | 354.87 | +1.80% | 6.22K | +0.08% | 2.39M | 304.34 | 0.63% | Share |
| 30 | SPIB | SPDR Portfolio ... | 33.63 | -0.04% | 65.54K | +9.49% | 2.18M | 33.01 | 0.58% | Share |
| 31 | KO | The Coca-Cola C... | 69.91 | +0.51% | 30.42K | -0.03% | 2.18M | 50.54 | 0.58% | Share |
| 32 | SPAB | SPDR Portfolio ... | 25.52 | -0.12% | 71.42K | +7.18% | 1.82M | 26.5 | 0.48% | Share |
| 33 | DIS | The Walt Disney... | 115.31 | -0.86% | 18.39K | -0.53% | 1.82M | 123.09 | 0.48% | Share |
| 34 | MA | Mastercard Inco... | 582.05 | -0.29% | 3.2K | -1.72% | 1.75M | 280.4 | 0.46% | Share |
| 35 | VZ | Verizon Communi... | 44.23 | +1.70% | 37.54K | +5.75% | 1.7M | 42.6 | 0.45% | Share |
| 36 | RTX | RTX Corporation | 153.85 | -0.79% | 12.06K | -0.37% | 1.6M | 73.35 | 0.42% | Share |
| 37 | HON | Honeywell Inter... | 216.68 | -0.7% | 7.4K | +3.96% | 1.57M | 164.1 | 0.41% | Share |
| 38 | TXN | Texas Instrumen... | 194.57 | +0.45% | 7.48K | -0.05% | 1.34M | 128.74 | 0.36% | Share |
| 39 | EBAY | eBay Inc. | 100.66 | +2.21% | 18.8K | -0.13% | 1.27M | 41.81 | 0.34% | Share |
| 40 | PG | The Procter & G... | 154.24 | +0.33% | 7.41K | +0.42% | 1.26M | 122.3 | 0.33% | Share |
| 41 | TSLA | Tesla, Inc. | 330.38 | -1.55% | 4.66K | -0.87% | 1.21M | 151.47 | 0.32% | Share |
| 42 | PYPL | PayPal Holdings... | 69.21 | -0.25% | 17.27K | +2.62% | 1.13M | 102.06 | 0.30% | Share |
| 43 | SBUX | Starbucks Corpo... | 90.57 | -2.03% | 11.38K | -0.39% | 1.12M | 93.78 | 0.29% | Share |
| 44 | CVX | Chevron Corpora... | 156.50 | +0.87% | 6.5K | +5.11% | 1.09M | 147.34 | 0.29% | Share |
| 45 | WMT | Walmart Inc. | 99.98 | -0.86% | 12.3K | +4.73% | 1.08M | 52.91 | 0.29% | Share |
| 46 | NOC | Northrop Grumma... | 584.01 | +0.05% | 2.07K | +2.94% | 1.06M | 312.21 | 0.28% | Share |
| 47 | NKE | NIKE, Inc. | 77.03 | +0.84% | 14.18K | +2.65% | 900.07K | 91.01 | 0.24% | Share |
| 48 | USHY | iShares Broad U... | 37.40 | +0.01% | 24.07K | -11.64% | 886.22K | 36.3 | 0.23% | Share |
| 49 | MDT | Medtronic plc | 92.98 | +1.09% | 9.6K | +2.50% | 862.25K | 105.1 | 0.23% | Share |
| 50 | VGIT | Vanguard Interm... | 59.58 | -0.11% | 14.34K | +13.80% | 851.85K | 58.73 | 0.23% | Share |
| 51 | WEC | WEC Energy Grou... | 107.35 | -0.72% | 7.56K | -0.08% | 823.67K | 65.62 | 0.22% | Share |
| 52 | VCSH | Vanguard Short-... | 79.58 | +0.01% | 10.12K | -0.94% | 798.86K | 77.79 | 0.21% | Share |
| 53 | XOM | Exxon Mobil Cor... | 106.53 | -0.79% | 6.63K | +3.32% | 788.72K | 105.7 | 0.21% | Share |
| 54 | AGGY | WisdomTree Yiel... | 43.69 | -0.13% | 17.42K | +4.19% | 756.71K | 44.58 | 0.20% | Share |
| 55 | SPTS | SPDR Portfolio ... | 29.23 | +0.02% | 24.47K | -1.13% | 715.63K | 29.67 | 0.19% | Share |
| 56 | VUG | Vanguard Growth... | 462.00 | -0.33% | 1.91K | +2.31% | 706.49K | 355.8 | 0.19% | Share |
| 57 | GLD | SPDR Gold Share... | 307.46 | +0.07% | 2.42K | 0.00% | 698.16K | 157.03 | 0.18% | Share |
| 58 | GOOGL | Alphabet Inc. | 203.83 | +0.44% | 4.35K | -0.89% | 672.22K | 54.54 | 0.18% | Share |
| 59 | LMT | Lockheed Martin... | 437.72 | +0.09% | 1.36K | +119.71% | 607.46K | 442.75 | 0.16% | Share |
| 60 | SMH | VanEck Semicond... | 295.53 | -2.12% | 2.77K | +3.99% | 584.68K | 133.39 | 0.15% | Share |
| 61 | ASML | ASML Holding N.... | 742.01 | -1.75% | 879 | +35.86% | 582.19K | 693.04 | 0.15% | Share |
| 62 | JNJ | Johnson & Johns... | 176.73 | +1.15% | 3.36K | +1.42% | 557.72K | 152.97 | 0.15% | Share |
| 63 | ROP | Roper Technolog... | 529.42 | +0.85% | 944 | +2.16% | 556.82K | 303.76 | 0.15% | Share |
| 64 | IAU | iShares Gold Tr... | 62.94 | +0.06% | 9.2K | 0.00% | 542.14K | 31.53 | 0.14% | Share |
| 65 | VFH | Vanguard Financ... | 128.31 | -1.09% | 4.49K | +0.43% | 535.93K | 88.42 | 0.14% | Share |
| 66 | MMM | 3M Company | 152.26 | -2.8% | 3.57K | +0.03% | 523.7K | 117.93 | 0.14% | Share |
| 67 | VHT | Vanguard Health... | 252.60 | +1.60% | 1.95K | +0.36% | 516.47K | 217.7 | 0.14% | Share |
| 68 | PFE | Pfizer Inc. | 25.16 | +0.18% | 18.65K | +8.05% | 472.7K | 33.53 | 0.13% | Share |
| 69 | SHAG | WisdomTree Yiel... | 47.93 | +0.06% | 9.57K | -2.12% | 455.76K | 48.71 | 0.12% | Share |
| 70 | BP | BP p.l.c. | 34.33 | +0.54% | 12.86K | +0.67% | 434.49K | 30.41 | 0.11% | Share |
| 71 | AMD | Advanced Micro ... | 177.54 | -1.88% | 4.16K | +75.01% | 427.4K | 119.94 | 0.11% | Share |
| 72 | DE | Deere & Company | 488.92 | +2.11% | 893 | -1.22% | 419.06K | 369.58 | 0.11% | Share |
| 73 | KLAC | KLA Corporation | 874.62 | -8.46% | 591 | 0.00% | 402.08K | 67.77 | 0.11% | Share |
| 74 | MCD | McDonald's Corp... | 308.67 | -0.09% | 1.25K | +0.08% | 392.11K | 138.95 | 0.10% | Share |
| 75 | T | AT&T Inc. | 28.89 | +0.47% | 13.04K | +2.08% | 368.78K | 23.21 | 0.10% | Share |
| 76 | UNH | UnitedHealth Gr... | 304.04 | +11.99% | 676 | +1.20% | 354.25K | 376.43 | 0.09% | Share |
| 77 | VAW | Vanguard Materi... | 203.60 | -0.11% | 1.82K | -0.92% | 343.8K | 177.89 | 0.09% | Share |
| 78 | NEE | NextEra Energy,... | 75.50 | +4.51% | 4.65K | +123.00% | 329.9K | 70.6 | 0.09% | Share |
| 79 | TSM | Taiwan Semicond... | 238.93 | -0.86% | 1.97K | +19.18% | 326.94K | 116.84 | 0.09% | Share |
| 80 | JEPI | JPMorgan Equity... | 56.70 | +0.13% | 5.61K | 0.00% | 320.61K | 56.21 | 0.08% | Share |
| 81 | VIS | Vanguard Indust... | 288.02 | -0.54% | 1.1K | +0.27% | 273.36K | 197.36 | 0.07% | Share |
| 82 | WM | Waste Managemen... | 226.79 | +0.29% | 1.12K | -2.6% | 260.07K | 96.26 | 0.07% | Share |
| 83 | ULST | SPDR SSgA Ultra... | 40.60 | +0.05% | 6.29K | +0.74% | 255.5K | 40.29 | 0.07% | Share |
| 84 | KMB | Kimberly-Clark ... | 132.88 | -0.38% | 1.72K | +0.23% | 244.74K | 122.61 | 0.06% | Share |
| 85 | LRCX | Lam Research Co... | 99.50 | -7.34% | 3.31K | +4.06% | 240.56K | 72.25 | 0.06% | Share |
| 86 | LNG | Cheniere Energy... | 230.43 | -0.95% | 1.02K | +0.10% | 235.15K | 178.19 | 0.06% | Share |
| 87 | VYM | Vanguard High D... | 136.98 | -0.3% | 1.78K | +0.62% | 229.89K | 98.63 | 0.06% | Share |
| 88 | LYB | LyondellBasell ... | 53.40 | +0.17% | 3.12K | +3.76% | 219.59K | 88.28 | 0.06% | Share |
| 89 | VTV | Vanguard Value ... | 180.22 | -0.14% | 1.2K | +1.79% | 206.78K | 144.16 | 0.05% | Share |
| 90 | SPYV | SPDR Portfolio ... | 54.05 | -0.21% | 4.03K | -12.89% | 205.73K | 38.42 | 0.05% | Share |
| 91 | XLK | Technology Sele... | 265.69 | -0.76% | 978 | +0.10% | 201.89K | 139.95 | 0.05% | Share |
| 92 | WFC | Wells Fargo & C... | 77.13 | -2.87% | 2.76K | +0.44% | 197.88K | 55.88 | 0.05% | Share |
| 93 | F | Ford Motor Comp... | 11.43 | -0.09% | 18.66K | +9.15% | 187.13K | 10.46 | 0.05% | Share |
| 94 | ACVF | American Conser... | 48.23 | -0.29% | 4.34K | +0.14% | 185.85K | 31.77 | 0.05% | Share |
| 95 | ROBO | Robo Global Rob... | 63.66 | -0.27% | 3.44K | -2.88% | 177.08K | 63.68 | 0.05% | Share |
| 96 | IBIT | iShares Bitcoin... | 66.39 | -0.95% | 3.57K | +1.05% | 167.06K | 38.93 | 0.04% | Share |
| 97 | DIA | SPDR Dow Jones ... | 449.48 | +0.07% | 389 | +0.26% | 163.18K | 221.94 | 0.04% | Share |
| 98 | MU | Micron Technolo... | 120.81 | -3.58% | 1.83K | +1.52K% | 159.19K | 87.83 | 0.04% | Share |
| 99 | AVGO | Broadcom Inc. | 306.07 | -1.66% | 937 | +59.08% | 156.92K | 99.12 | 0.04% | Share |
| 100 | COP | ConocoPhillips | 95.36 | -0.3% | 1.4K | -0.78% | 147.17K | 72.12 | 0.04% | Share |
| 101 | XLE | Energy Select S... | 85.56 | +0.01% | 1.56K | -4.35% | 145.99K | 54.7 | 0.04% | Share |
| 102 | DOW | Dow Inc. | 23.38 | +0.02% | 4.17K | +9.41% | 145.72K | 51.37 | 0.04% | Share |
| 103 | VLO | Valero Energy C... | 136.72 | +0.66% | 1.1K | +0.82% | 145.68K | 95.99 | 0.04% | Share |
| 104 | ABBV | AbbVie Inc. | 206.66 | +0.97% | 688 | -2.82% | 144.22K | 127.39 | 0.04% | Share |
| 105 | BOTZ | Global X Roboti... | 34.06 | +0.46% | 4.9K | -2.9% | 139.38K | 32.8 | 0.04% | Share |
| 106 | PEP | PepsiCo, Inc. | 150.37 | +1.18% | 918 | +1.44% | 137.69K | 127.12 | 0.04% | Share |
| 107 | VVV | Valvoline Inc. | 39.27 | -0.32% | 3.93K | 0.00% | 136.71K | 32.1 | 0.04% | Share |
| 108 | ITA | iShares U.S. Ae... | 195.00 | -0.5% | 893 | +0.22% | 136.69K | 112.01 | 0.04% | Share |
| 109 | AMCR | Amcor plc | 8.72 | -0.46% | 13.74K | 0.00% | 133.28K | 11.23 | 0.04% | Share |
| 110 | MO | Altria Group, I... | 65.81 | +0.40% | 2.09K | +2.00% | 125.69K | 46.15 | 0.03% | Share |
| 111 | AGNC | AGNC Investment... | 9.63 | +0.16% | 12.05K | +3.70% | 115.41K | 9.55 | 0.03% | Share |
| 112 | TMUS | T-Mobile US, In... | 254.65 | +1.73% | 426 | +3.40% | 113.53K | 143.38 | 0.03% | Share |
| 113 | FIS | Fidelity Nation... | 70.81 | -1.08% | 1.5K | 0.00% | 112.02K | 68.06 | 0.03% | Share |
| 114 | OXY | Occidental Petr... | 44.62 | -0.35% | 2.19K | +0.05% | 108.29K | 50.25 | 0.03% | Share |
| 115 | SLV | iShares Silver ... | 34.49 | -0.01% | 3.48K | +1.90% | 107.81K | 23.92 | 0.03% | Share |
| 116 | EOG | EOG Resources, ... | 119.02 | -0.64% | 811 | +0.75% | 104.01K | 105.05 | 0.03% | Share |
| 117 | GLTR | abrdn Physical ... | 140.85 | -0.15% | 802 | 0.00% | 103.83K | 96.17 | 0.03% | Share |
| 118 | FCX | Freeport-McMoRa... | 42.32 | +0.09% | 2.73K | -2.67% | 103.34K | 33.89 | 0.03% | Share |
| 119 | IWM | iShares Russell... | 226.97 | -0.55% | 500 | +0.20% | 99.84K | 168.02 | 0.03% | Share |
| 120 | CGDV | Capital Group D... | 41.08 | -0.09% | 2.78K | 0.00% | 99.14K | 26.25 | 0.03% | Share |
| 121 | XLF | Financial Selec... | 52.45 | -1.05% | 1.9K | +0.26% | 94.84K | 27.62 | 0.03% | Share |
| 122 | IBB | iShares Biotech... | 138.76 | +1.09% | 717 | +0.14% | 91.69K | 106.85 | 0.02% | Share |
| 123 | XLC | Communication S... | 111.48 | +0.26% | 950 | +0.21% | 91.66K | 49.04 | 0.02% | Share |
| 124 | VIG | Vanguard Divide... | 209.53 | -0.26% | 456 | +0.44% | 88.56K | 167.48 | 0.02% | Share |
| 125 | BA | The Boeing Comp... | 235.32 | +0.92% | 518 | -16.18% | 88.34K | 201.82 | 0.02% | Share |
| 126 | AGG | iShares Core U.... | 98.94 | -0.15% | 864 | 0.00% | 85.46K | 94.43 | 0.02% | Share |
| 127 | XEL | Xcel Energy Inc... | 71.92 | -0.66% | 1.2K | +0.84% | 85.22K | 48.76 | 0.02% | Share |
| 128 | KHC | The Kraft Heinz... | 27.66 | +0.04% | 2.69K | +18.34% | 81.88K | 32.09 | 0.02% | Share |
| 129 | WPC | W. P. Carey Inc... | 65.08 | -0.15% | 1.29K | +1.58% | 81.29K | 54.61 | 0.02% | Share |
| 130 | CSCO | Cisco Systems, ... | 66.17 | -4.51% | 1.31K | -0.68% | 81.01K | 50.34 | 0.02% | Share |
| 131 | LLY | Eli Lilly and C... | 702.09 | +2.58% | 98 | +12.64% | 80.95K | 195.3 | 0.02% | Share |
| 132 | MPC | Marathon Petrol... | 162.41 | +0.06% | 549 | +0.37% | 79.96K | 105.88 | 0.02% | Share |
| 133 | QCOM | QUALCOMM Incorp... | 157.81 | -0.17% | 513 | -0.39% | 78.74K | 133.87 | 0.02% | Share |
| 134 | SPYG | SPDR Portfolio ... | 99.95 | -0.31% | 942 | +0.11% | 75.7K | 53.95 | 0.02% | Share |
| 135 | XLV | Health Care Sel... | 136.22 | +1.68% | 508 | +0.20% | 74.23K | 106.54 | 0.02% | Share |
| 136 | VWO | Vanguard Emergi... | 51.35 | +0.28% | 1.63K | 0.00% | 73.63K | 42.44 | 0.02% | Share |
| 137 | BAC | Bank of America... | 46.92 | -1.65% | 1.7K | -0.41% | 70.81K | 33.1 | 0.02% | Share |
| 138 | HBAN | Huntington Banc... | 16.57 | -1.4% | 4.58K | +18.32% | 68.72K | 12.58 | 0.02% | Share |
| 139 | ASH | Ashland Inc. | 53.87 | -0.38% | 1.13K | +0.27% | 67.22K | 68.67 | 0.02% | Share |
| 140 | J | Jacobs Engineer... | 148.01 | -0.22% | 543 | +0.18% | 65.67K | 91.08 | 0.02% | Share |
| 141 | CGCP | Capital Group C... | 22.54 | -0.16% | 2.84K | +0.78% | 63.7K | 22.71 | 0.02% | Share |
| 142 | FNDF | Schwab Fundamen... | 42.16 | +0.51% | 1.75K | 0.00% | 63.09K | 31.67 | 0.02% | Share |
| 143 | VO | Vanguard Mid Ca... | 285.65 | -0.23% | 241 | +8.56% | 62.38K | 207.45 | 0.02% | Share |
| 144 | SPLG | SPDR Portfolio ... | 75.69 | -0.25% | 937 | +0.32% | 61.63K | 35.65 | 0.02% | Share |
| 145 | SO | The Southern Co... | 94.05 | -0.15% | 653 | +0.93% | 60.02K | 76.93 | 0.02% | Share |
| 146 | DD | DuPont de Nemou... | 73.11 | -0.69% | 796 | +0.51% | 59.44K | 66 | 0.02% | Share |
| 147 | ETN | Eaton Corporati... | 350.88 | -1.19% | 212 | +0.47% | 57.68K | 91.03 | 0.02% | Share |
| 148 | MAIN | Main Street Cap... | 66.15 | -1.49% | 1K | +1.62% | 56.76K | 40.05 | 0.01% | Share |
| 149 | NIC | Nicolet Banksha... | 129.25 | -1.67% | 509 | +0.20% | 55.48K | 55.19 | 0.01% | Share |
| 150 | IXC | iShares Global ... | 40.12 | -0.01% | 1.31K | -11.67% | 55.07K | 37.97 | 0.01% | Share |