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  Name: Winch Advisory Services LLC
  City: APPLETON
  State: WI
  Zip: 54911
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $327,371,000
  Total Value Change : $25,833,000
  Securities Held Change : 5
   
All Securities Held : 451
  New Positions : 16
  Closed Positions : 11
  Increased Positions : 178
  Unchanged Positions : 199
  Decreased Positions : 58

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Holdings Found : 15     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (AAAU)1 Year Chart         AAAU Goldman Sachs Physical Gold... 21 New $17.29 $3,269,000 148,662 1% 3,269,000 148,662 0.548    N/A
   (ALTM)1 Year Chart         ALTM Arcadium Lithium Plc 251 New $4.70 $11,000 2,659 0% 11,000 2,659 0    N/A
   (NQP)1 Year Chart         NQP Nuveen Pennsylvania Investm... 257 New $11.71 $10,000 824 0% 10,000 824 0    Closed - End Fund - Debt
   (VPV)1 Year Chart         VPV Invesco Van Kampen Penn Va 279 New $10.72 $8,000 772 0% 8,000 772 0    Closed - End Fund - Debt
   (MPA)1 Year Chart         MPA Blackrock Muniyield Pennsyl... 280 New $11.98 $8,000 698 0% 8,000 698 0    Closed - End Fund - Debt
   (RNP)1 Year Chart         RNP Cohen & Steers Reit & Prefe... 271 New $20.18 $8,000 359 0% 8,000 359 0    Closed - End Fund - Debt
   (CSQ)1 Year Chart         CSQ Calamos Strategic Total Ret... 287 New $16.46 $7,000 423 0% 7,000 423 0    Closed - End Fund - E...
   (STWD)1 Year Chart         STWD Starwood Property Trust, Inc. 295 New $18.94 $6,000 285 0% 6,000 285 0    Property Management
   (EXC)1 Year Chart         EXC Exelon Corp 310 New $36.69 $5,000 126 0% 5,000 126 0    Multi Utilities
   (NRZ)1 Year Chart         NRZ New Residential Investment ... 306 New $11.02 $5,000 425 0% 5,000 425 0    REIT - Housing/Apartm...
   (BME)1 Year Chart         BME Blackrock Health Sciences T... 312 New $40.04 $5,000 114 0% 5,000 114 0    Closed - End Fund - E...
   (CEG)1 Year Chart         CEG Constellation Energy Corp 311 New $230.63 $5,000 25 0% 5,000 25 0    N/A
   (FDL)1 Year Chart         FDL First Trust Morningstar Div... 326 New $38.14 $4,000 101 0% 4,000 101 0    Closed - End Fund - Debt
   (JRI)1 Year Chart         JRI Nuveen Real Asset Income & ... 324 New $11.40 $4,000 334 0% 4,000 334 0    N/A
   (BHK)1 Year Chart         BHK Blackrock Core Bond Trust 370 New $10.56 $2,000 151 0% 2,000 151 0    Closed - End Fund - F...
      15 Records Found
  1    
Page 1 of 1
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