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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 : 2023-12-31
  Total Value : $301,538,000
  Total Value Change : $28,925,000
  Securities Held Change : -9
   
All Securities Held : 446
  New Positions : 16
  Closed Positions : 26
  Increased Positions : 191
  Unchanged Positions : 181
  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
   (VCIT)1 Year Chart         VCIT Vanguard Intermediate-Term 12 New $79.12 $8,799,000 108,252 2.92% 8,799,000 108,252 0.026    Closed - End Fund - Debt
   (JEPI)1 Year Chart         JEPI Jpmorgan Equity Premium Inc... 123 New $0.00 $67,000 1,226 0.02% 67,000 1,226 0    N/A
   (XHB)1 Year Chart         XHB SPDR S&P Homebuilders 196 New $107.51 $23,000 235 0.01% 23,000 235 0    Closed - End Fund - E...
   (AGNC)1 Year Chart         AGNC AGNC Investment Corp 200 New $9.66 $22,000 2,210 0.01% 22,000 2,210 0    REIT - Housing/Apartm...
   (JAVA)1 Year Chart         JAVA Jpmorgan Active Value Etf 218 New $59.84 $16,000 280 0.01% 16,000 280 0    N/A
   (PXLG)1 Year Chart         PXLG Invesco Russell Top 200 Pur... 226 New $102.99 $15,000 154 0% 15,000 154 0    N/A
   (COWZ)1 Year Chart         COWZ Pacer Us Cash Cows 100 Etf 247 New $0.00 $12,000 234 0% 12,000 234 0    N/A
   (EWW)1 Year Chart         EWW iShares MSCI-Mexico 253 New $68.47 $11,000 159 0% 11,000 159 0    Closed - End Fund - E...
   (CDL)1 Year Chart         CDL Victory Cemp US Large Cap H... 250 New $62.16 $11,000 181 0% 11,000 181 0.005    N/A
   (SNOW)1 Year Chart         SNOW Snowflake Inc. 277 New $157.15 $8,000 41 0% 8,000 41 0    N/A
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 286 New $523.39 $7,000 15 0% 7,000 15 0    Closed - End Fund - E...
   (CART)1 Year Chart         CART Maplebear Inc. 300 New $34.94 $5,000 196 0% 5,000 196 0    N/A
   (GRMN)1 Year Chart         GRMN Garmin Ltd 305 New $168.93 $5,000 40 0% 5,000 40 0    Scientific & Technica...
   (HAS)1 Year Chart         HAS Hasbro Inc 384 New $60.09 $1,000 20 0% 1,000 20 0    Toys & Games
   (VLTO)1 Year Chart         VLTO Veralto Corp 374 New $96.50 $1,000 8 0% 1,000 8 0.006    N/A
      15 Records Found
  1    
Page 1 of 1
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