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Name: |
Winch Advisory Services LLC |
City: |
APPLETON |
State: |
WI |
Zip: |
54911 |
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Holdings
Found :
15 |
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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 |
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 |
Jpmorgan Equity Premium Inc... |
123 |
New |
$0.00 |
$67,000 |
1,226 |
0.02% |
67,000 |
1,226 |
0 |
N/A |
|
XHB |
SPDR S&P Homebuilders |
196 |
New |
$107.51 |
$23,000 |
235 |
0.01% |
23,000 |
235 |
0 |
Closed - End Fund - E... |
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AGNC |
AGNC Investment Corp |
200 |
New |
$9.66 |
$22,000 |
2,210 |
0.01% |
22,000 |
2,210 |
0 |
REIT - Housing/Apartm... |
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JAVA |
Jpmorgan Active Value Etf |
218 |
New |
$59.84 |
$16,000 |
280 |
0.01% |
16,000 |
280 |
0 |
N/A |
|
PXLG |
Invesco Russell Top 200 Pur... |
226 |
New |
$102.99 |
$15,000 |
154 |
0% |
15,000 |
154 |
0 |
N/A |
|
COWZ |
Pacer Us Cash Cows 100 Etf |
247 |
New |
$0.00 |
$12,000 |
234 |
0% |
12,000 |
234 |
0 |
N/A |
|
CDL |
Victory Cemp US Large Cap H... |
250 |
New |
$62.16 |
$11,000 |
181 |
0% |
11,000 |
181 |
0.005 |
N/A |
|
EWW |
iShares MSCI-Mexico |
253 |
New |
$68.47 |
$11,000 |
159 |
0% |
11,000 |
159 |
0 |
Closed - End Fund - E... |
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SNOW |
Snowflake Inc. |
277 |
New |
$157.15 |
$8,000 |
41 |
0% |
8,000 |
41 |
0 |
N/A |
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IVV |
iShares Core S&P 500 Etf |
286 |
New |
$523.39 |
$7,000 |
15 |
0% |
7,000 |
15 |
0 |
Closed - End Fund - E... |
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CART |
Maplebear Inc. |
300 |
New |
$34.94 |
$5,000 |
196 |
0% |
5,000 |
196 |
0 |
N/A |
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GRMN |
Garmin Ltd |
305 |
New |
$168.93 |
$5,000 |
40 |
0% |
5,000 |
40 |
0 |
Scientific & Technica... |
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HAS |
Hasbro Inc |
384 |
New |
$60.09 |
$1,000 |
20 |
0% |
1,000 |
20 |
0 |
Toys & Games |
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VLTO |
Veralto Corp |
374 |
New |
$96.50 |
$1,000 |
8 |
0% |
1,000 |
8 |
0.006 |
N/A |
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