Winch Advisory Services 13F annual report
Winch Advisory Services is an investment fund managing more than $350 billion ran by Samuel Winch. There are currently 460 companies in Mr. Winch’s portfolio. The largest investments include Spdr Portfolio S&p 1500 Composite Stock Market Etf and NVIDIA Corp, together worth $66.4 billion.
Limited to 30 biggest holdings
$350 billion Assets Under Management (AUM)
As of 24th July 2024, Winch Advisory Services’s top holding is 560,472 shares of Spdr Portfolio S&p 1500 Composite Stock Market Etf currently worth over $37.2 billion and making up 10.6% of the portfolio value.
In addition, the fund holds 236,067 shares of NVIDIA Corp worth $29.2 billion, whose value fell 79.9% in the past six months.
The third-largest holding is Apple Inc worth $26.2 billion and the next is Microsoft worth $19.2 billion, with 42,955 shares owned.
Currently, Winch Advisory Services's portfolio is worth at least $350 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Winch Advisory Services
The Winch Advisory Services office and employees reside in Appleton, Wisconsin. According to the last 13-F report filed with the SEC, Samuel Winch serves as the President at Winch Advisory Services.
Recent trades
In the most recent 13F filing, Winch Advisory Services revealed that it had opened a new position in
Goldman Sachs Physical Gold Etf and bought 151,511 shares worth $3.49 billion.
The investment fund also strengthened its position in Spdr Portfolio S&p 1500 Composite Stock Market Etf by buying
34,122 additional shares.
This makes their stake in Spdr Portfolio S&p 1500 Composite Stock Market Etf total 560,472 shares worth $37.2 billion.
On the other hand, there are companies that Winch Advisory Services is getting rid of from its portfolio.
Winch Advisory Services closed its position in Livent Corp on 31st July 2024.
It sold the previously owned 1,105 shares for $19.9 million.
Samuel Winch also disclosed a decreased stake in Apple Inc by approximately 0.1%.
This leaves the value of the investment at $26.2 billion and 124,464 shares.
One of the smaller hedge funds
The two most similar investment funds to Winch Advisory Services are Cornerstone Retirement and Cm Wealth Advisors. They manage $350 billion and $350 billion respectively.
Samuel Winch investment strategy
Winch Advisory Services’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Technology — making up 22.2% of
the total portfolio value.
The fund focuses on investments in the United States as
46.3% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
36% of the total holdings value.
On the other hand, small-cap stocks make up only 3.7% of the portfolio.
The average market cap of the portfolio companies is close to $100 billion.
The complete list of Winch Advisory Services trades based on 13F SEC filings
These positions were updated on July 31st based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Spdr Portfolio S&p 1500 Composite Stock Market Etf |
6.48%
560,472
|
$37,187,291,000 | 10.63% |
| NVIDIA Corp |
799.85%
236,067
|
$29,163,700,000 | 8.34% |
| Apple Inc |
2.81%
124,464
|
$26,214,526,000 | 7.50% |
| Microsoft Corporation |
1.99%
42,955
|
$19,198,927,000 | 5.49% |
| Vanguard Intermediate Term Corp Bond Etf |
108.22%
225,405
|
$18,016,603,000 | 5.15% |
| Vanguard Short Term Treasury Etf |
30.47%
298,688
|
$17,320,906,000 | 4.95% |
| Amazon.com Inc. |
2.36%
88,575
|
$17,117,147,000 | 4.90% |
| Invesco Qqq Etf |
7.09%
34,566
|
$16,561,146,000 | 4.74% |
| Capital Group Fixed Income U S Multi Sector Income Etf |
98.86%
567,256
|
$15,270,516,000 | 4.37% |
| Spdr Bloomberg 1-3 Month T-bill Etf New |
29.87%
165,659
|
$15,204,220,000 | 4.35% |
| iShares Short Treasury Bond ETF |
0.38%
116,883
|
$12,915,521,000 | 3.69% |
| Alphabet Inc |
0.46%
65,653
|
$12,042,085,000 | 3.44% |
| Berkshire Hathaway Inc. |
0.84%
26,034
|
$10,590,660,000 | 3.03% |
| Visa Inc |
0.05%
20,045
|
$5,261,192,000 | 1.50% |
| Stryker Corp. |
0.18%
14,903
|
$5,070,873,000 | 1.45% |
| JPMorgan Chase & Co. |
0.25%
24,289
|
$4,912,612,000 | 1.40% |
| Netflix Inc. |
0.80%
5,842
|
$3,942,962,000 | 1.13% |
| Meta Platforms Inc |
1.84%
7,359
|
$3,710,318,000 | 1.06% |
| Ishares 1-3 Yr Treasury Bond Etf |
2.41%
43,297
|
$3,535,159,000 | 1.01% |
| Goldman Sachs Physical Gold Etf |
Opened
151,511
|
$3,485,510,000 | 1.00% |
| Adobe Inc |
2.87%
6,130
|
$3,405,281,000 | 0.97% |
| Salesforce Inc |
2.73%
12,889
|
$3,313,777,000 | 0.95% |
| Spdr S&p 500 Etf |
14.20%
5,990
|
$3,260,044,000 | 0.93% |
| Marvell Technology Inc |
0.18%
45,148
|
$3,155,828,000 | 0.90% |
| Vanguard Total Stock Market Etf |
8.98%
11,200
|
$2,996,067,000 | 0.86% |
| Spdr Portfolio Emerging Markets Etf |
13.17%
73,660
|
$2,774,758,000 | 0.79% |
| Costco Wholesale Corp |
1.85%
3,033
|
$2,577,644,000 | 0.74% |
| Citigroup Inc |
1.86%
37,695
|
$2,392,140,000 | 0.68% |
| Walt Disney Co (The) |
1.03%
18,329
|
$1,819,922,000 | 0.52% |
| Coca-Cola Co |
7.71%
27,838
|
$1,771,893,000 | 0.51% |
| Honeywell International Inc |
2.59%
7,433
|
$1,587,271,000 | 0.45% |
| Spdr Portfolio Intermediate Term Corp Bond Etf |
70.96%
47,776
|
$1,555,578,000 | 0.44% |
| Mastercard Incorporated |
2.62%
3,276
|
$1,445,318,000 | 0.41% |
| Texas Instruments Inc. |
0.22%
7,412
|
$1,441,828,000 | 0.41% |
| Spdr Portfolio Aggregate Bond Etf |
73.37%
56,709
|
$1,422,818,000 | 0.41% |
| Verizon Communications Inc |
34.72%
33,072
|
$1,363,891,000 | 0.39% |
| RTX Corp |
2.82%
11,757
|
$1,180,248,000 | 0.34% |
| Procter & Gamble Co. |
9.38%
6,739
|
$1,111,367,000 | 0.32% |
| Nike, Inc. |
0.01%
14,147
|
$1,066,264,000 | 0.30% |
| EBay Inc. |
1.33%
19,111
|
$1,026,661,000 | 0.29% |
| PayPal Holdings Inc |
2.87%
17,473
|
$1,013,929,000 | 0.29% |
| Starbucks Corp. |
3.54%
12,710
|
$989,449,000 | 0.28% |
| Tesla Inc |
20.90%
4,893
|
$968,227,000 | 0.28% |
| Vanguard Short Term Corp Bond Etf |
1.01%
10,923
|
$844,072,000 | 0.24% |
| Medtronic Plc |
2.38%
10,513
|
$827,503,000 | 0.24% |
| Northrop Grumman Corp. |
6.33%
1,897
|
$827,133,000 | 0.24% |
| Spdr Portfolio Short Term Treasury Etf |
1.14%
28,475
|
$822,059,000 | 0.24% |
| Chevron Corp. |
40.25%
5,251
|
$821,422,000 | 0.23% |
| Ishares Broad Usd High Yield Corporate Bd Etf |
511.54%
22,254
|
$807,378,000 | 0.23% |
| Alphabet Inc |
0.09%
4,324
|
$787,598,000 | 0.23% |
| Walmart Inc |
228.01%
10,480
|
$709,584,000 | 0.20% |
| Vaneck Semiconductor Etf |
0.57%
2,648
|
$690,207,000 | 0.20% |
| Roper Technologies Inc |
2.70%
1,140
|
$642,543,000 | 0.18% |
| Vanguard Intermediate Term Treasury Index Etf |
69.79%
10,318
|
$600,813,000 | 0.17% |
| WEC Energy Group Inc |
1.56%
7,473
|
$586,368,000 | 0.17% |
| Exxon Mobil Corp. |
58.88%
4,922
|
$566,611,000 | 0.16% |
| Wisdomtree Yield Enhanced Us Aggregate Bd Fd Etf |
61.60%
12,159
|
$522,351,000 | 0.15% |
| Vanguard Health Care Etf |
3.71%
1,922
|
$511,266,000 | 0.15% |
| Pfizer Inc. |
41.64%
17,681
|
$494,708,000 | 0.14% |
| Ishares Gold Trust New |
76.17%
11,186
|
$491,401,000 | 0.14% |
| KLA Corp. |
1.83%
591
|
$487,586,000 | 0.14% |
| Wisdomtree Yield Enhanced U S Short Term Aggregate Bd Etf |
1.06%
10,358
|
$486,228,000 | 0.14% |
| Spdr Gold Trust Gold Shares |
76.24%
2,223
|
$477,967,000 | 0.14% |
| Johnson & Johnson |
24.21%
3,125
|
$456,757,000 | 0.13% |
| Vanguard Financials Etf |
0.39%
4,413
|
$440,769,000 | 0.13% |
| Bp Plc Spon Adr |
5.07%
10,644
|
$384,238,000 | 0.11% |
| Vanguard Growth Etf |
136.30%
983
|
$367,522,000 | 0.11% |
| 3M Co. |
1.37%
3,564
|
$364,248,000 | 0.10% |
| Vanguard Materials Etf |
0.33%
1,815
|
$349,609,000 | 0.10% |
| Deere & Co. |
0.80%
883
|
$329,835,000 | 0.09% |
| Mcdonalds Corp |
2.79%
1,289
|
$328,536,000 | 0.09% |
| Unitedhealth Group Inc |
32.03%
610
|
$310,794,000 | 0.09% |
| JPMorgan Equity Premium Income |
333.93%
5,320
|
$301,538,000 | 0.09% |
| Goldman Sachs Access Treasury 0-1yr Etf Pricing Basket |
93.88%
2,974
|
$297,638,000 | 0.09% |
| Spdr Ssga Ultra Short Term Bond Etf |
2.13%
6,906
|
$279,500,000 | 0.08% |
| Lyondellbasell Industries N V Ord Shs Cl A |
17.90%
2,879
|
$275,427,000 | 0.08% |
| Lam Research Corp. |
0.41%
246
|
$261,674,000 | 0.07% |
| Vanguard Industrials Etf |
0.28%
1,090
|
$256,357,000 | 0.07% |
| AT&T Inc. |
21.80%
13,073
|
$249,828,000 | 0.07% |
| Lockheed Martin Corp. |
8.73%
523
|
$244,408,000 | 0.07% |
| Kimberly-Clark Corp. |
0.83%
1,707
|
$235,932,000 | 0.07% |
| Waste Management, Inc. |
0.27%
1,104
|
$235,601,000 | 0.07% |
| Ford Motor Co. |
24.11%
17,280
|
$216,696,000 | 0.06% |
| Spdr Portfolio S&p 500 Value Etf |
10.33%
4,423
|
$215,572,000 | 0.06% |
| Taiwan Semiconductor Manufacturing Co Ltd Spon Adr |
3.49%
1,218
|
$211,764,000 | 0.06% |
| Dow Inc |
38.34%
3,695
|
$196,035,000 | 0.06% |
| Exchange Traded Concepts Trust Robo Global Robotics&automation Etf |
0.03%
3,529
|
$194,447,000 | 0.06% |
| Sector Technology Select Sector Spdr Etf |
10.31%
845
|
$191,249,000 | 0.05% |
| Vanguard High Dividend Yield Etf |
17.72%
1,588
|
$188,294,000 | 0.05% |
| Etfs American Conservative Values Etf |
0.23%
4,322
|
$178,382,000 | 0.05% |
| Sector Energy Select Sector Spdr Etf |
14.25%
1,884
|
$171,687,000 | 0.05% |
| Valero Energy Corp. |
4.61%
1,077
|
$168,900,000 | 0.05% |
| Asml Holding Nv Ny Registry Shs New 2012 |
No change
162
|
$166,040,000 | 0.05% |
| Freeport-McMoRan Inc |
0.64%
3,301
|
$160,420,000 | 0.05% |
| Spdr Dow Jones Industrial Average Etf |
No change
385
|
$150,558,000 | 0.04% |
| Vanguard Value Etf |
0.53%
935
|
$150,046,000 | 0.04% |
| Global X Robotics & Artificial Intelligence ETF |
0.02%
4,837
|
$149,207,000 | 0.04% |
| Pepsico Inc |
1.93%
900
|
$148,359,000 | 0.04% |
| Conocophillips |
7.52%
1,206
|
$137,917,000 | 0.04% |
| Advanced Micro Devices Inc. |
94.24%
843
|
$136,743,000 | 0.04% |
| Amcor Plc Ord Usd 0.01 |
2.50%
13,740
|
$134,377,000 | 0.04% |
| NextEra Energy Inc |
69.81%
1,856
|
$131,416,000 | 0.04% |
| Ishares U S Aerospace & Defense Etf |
0.42%
954
|
$125,956,000 | 0.04% |
| Abbvie Inc |
1.62%
692
|
$118,670,000 | 0.03% |
| Cheniere Energy Inc. |
0.46%
651
|
$113,798,000 | 0.03% |
| Fidelity National Information Services, Inc. |
No change
1,500
|
$113,040,000 | 0.03% |
| Qualcomm, Inc. |
1.39%
567
|
$112,982,000 | 0.03% |
| Wells Fargo & Co. |
1.10%
1,838
|
$109,130,000 | 0.03% |
| Grayscale Bitcoin Trust Btc Accd Invs |
No change
1,905
|
$101,422,000 | 0.03% |
| Ishares Russell 2000 Etf |
17.47%
496
|
$100,669,000 | 0.03% |
| EOG Resources, Inc. |
5.36%
795
|
$100,030,000 | 0.03% |
| Ishares Biotechnology Etf |
20.38%
715
|
$98,130,000 | 0.03% |
| Huntington Bancshares, Inc. |
47.64%
7,351
|
$96,891,000 | 0.03% |
| Broadcom Inc |
7.55%
57
|
$91,546,000 | 0.03% |
| Capital Group Dividend Value Etf |
0.07%
2,772
|
$91,483,000 | 0.03% |
| Valvoline Inc |
No change
2,090
|
$90,307,000 | 0.03% |
| Select Sector Communication Services Select Sector Spdr Etf |
0.58%
1,047
|
$89,650,000 | 0.03% |
| Altria Group Inc. |
124.42%
1,921
|
$87,489,000 | 0.03% |
| Ishares Core U S Aggregate Bond Etf |
No change
864
|
$83,859,000 | 0.02% |
| Aberdeen Physical Precious Metals Basket Shs Etf |
No change
802
|
$82,590,000 | 0.02% |
| Spdr Portfolio S&p 500 Growth Etf |
0.21%
971
|
$77,816,000 | 0.02% |
| Sector Financial Select Sector Spdr Etf |
0.76%
1,865
|
$76,657,000 | 0.02% |
| Jacobs Solutions Inc |
0.56%
540
|
$75,392,000 | 0.02% |
| Eli Lilly & Co |
No change
82
|
$74,241,000 | 0.02% |
| Boeing Co. |
11.24%
396
|
$72,076,000 | 0.02% |
| T-Mobile US, Inc. |
1.00%
405
|
$71,352,000 | 0.02% |
| Ashland Inc |
No change
708
|
$66,946,000 | 0.02% |
| Eaton Corp Plc |
0.48%
210
|
$65,906,000 | 0.02% |
| Vanguard Dividend Appreciation Etf |
17.11%
356
|
$64,987,000 | 0.02% |
| Bank Of America Corp. |
25.11%
1,593
|
$63,344,000 | 0.02% |
| DuPont de Nemours Inc |
0.90%
784
|
$63,130,000 | 0.02% |
| Xcel Energy Inc. |
1.91%
1,173
|
$62,625,000 | 0.02% |
| Capital Group Fixed Core Plus Income Etf |
2.07%
2,766
|
$61,455,000 | 0.02% |
| Schwab Fdmntl Intl Equity Etf |
No change
1,746
|
$61,153,000 | 0.02% |
| Spdr Portfolio S&p 500 Etf |
1.80%
928
|
$59,390,000 | 0.02% |
| Vanguard Ftse Emerging Markets Etf |
0.07%
1,351
|
$59,116,000 | 0.02% |
| AGNC Investment Corp. |
179.77%
6,183
|
$58,985,000 | 0.02% |
| Cisco Systems, Inc. |
1.34%
1,206
|
$57,289,000 | 0.02% |
| Kraft Heinz Co |
213.25%
1,773
|
$57,113,000 | 0.02% |
| Vanguard Mid Cap Etf |
0.46%
220
|
$53,182,000 | 0.02% |
| Ishares Core S&p Small Cap Etf |
No change
496
|
$52,949,000 | 0.02% |
| Sector Healthcare Select Sector Spdr Etf |
0.83%
363
|
$52,907,000 | 0.02% |
| Jp Morgan Ultra Short Income Etf |
No change
1,039
|
$52,426,000 | 0.01% |
| Vanguard Mega Cap Growth Etf |
No change
166
|
$52,229,000 | 0.01% |
| Ishares Silver Trust |
No change
1,909
|
$50,722,000 | 0.01% |
| KeyCorp |
13.86%
3,548
|
$50,424,000 | 0.01% |
| United States Steel Corp. |
42.36%
1,313
|
$49,646,000 | 0.01% |
| Truist Financial Corporation |
10.54%
1,265
|
$49,135,000 | 0.01% |
| iShares Core S&P U.S. Growth ETF |
No change
384
|
$48,932,000 | 0.01% |
| Marathon Petroleum Corp |
No change
278
|
$48,309,000 | 0.01% |
| Main Street Capital Corporation |
3.92%
954
|
$48,154,000 | 0.01% |
| Northern Lights Inspire 100 Etf |
0.24%
1,268
|
$48,142,000 | 0.01% |
| Capital Group Growth Etf |
No change
1,463
|
$48,124,000 | 0.01% |
| Spdr Tips Etf |
85.30%
1,888
|
$47,993,000 | 0.01% |
| Principal Financial Group Inc |
1.34%
606
|
$47,507,000 | 0.01% |
| Solventum Corp |
Opened
889
|
$47,010,000 | 0.01% |
| Ishares U S Oil & Gas Exploration & Production Etf |
19.35%
446
|
$44,356,000 | 0.01% |
| Merck & Co Inc |
0.56%
358
|
$44,282,000 | 0.01% |
| Jp Morgan Nasdaq Equity Prem Income Etf |
Opened
774
|
$42,957,000 | 0.01% |
| Illinois Tool Works, Inc. |
1.12%
181
|
$42,928,000 | 0.01% |
| Spdr S&p Mid Cap 400 Etf |
No change
79
|
$42,271,000 | 0.01% |
| Nicolet Bankshares Inc. |
0.60%
505
|
$41,953,000 | 0.01% |
| Home Depot, Inc. |
10.94%
114
|
$39,179,000 | 0.01% |
| Vanguard Total Intl Stock Index Fund Etf |
13.03%
642
|
$38,742,000 | 0.01% |
| Capital Group Core Equity Etf |
0.17%
1,180
|
$38,039,000 | 0.01% |
| abrdn Asia-Pacific Income Fund Inc |
7.39%
14,183
|
$38,010,000 | 0.01% |
| Vanguard Esg U S Stock Etf |
No change
387
|
$37,392,000 | 0.01% |
| Vaneck Steel Etf |
16.49%
557
|
$37,096,000 | 0.01% |
| Delta Airlines Inc New |
0.39%
767
|
$36,404,000 | 0.01% |
| Vanguard Short Term Inflation Protected Securities Etf |
95.65%
747
|
$36,259,000 | 0.01% |
| Motorola Solutions Inc |
No change
93
|
$36,040,000 | 0.01% |
| Target Corp |
0.42%
238
|
$35,198,000 | 0.01% |
| Spdr S&p Regional Banking Etf |
55.23%
715
|
$35,126,000 | 0.01% |
| Blackrock Inc. |
No change
44
|
$34,905,000 | 0.01% |
| Johnson Controls Intl Plc |
1.35%
524
|
$34,819,000 | 0.01% |
| HP Inc |
1.97%
983
|
$34,409,000 | 0.01% |
| Global X U S Infrastructure Development Etf |
11.12%
919
|
$34,033,000 | 0.01% |
| Vanguard Small Cap Etf |
0.66%
152
|
$33,095,000 | 0.01% |
| Eaton Vance Tax Advantage Global Dividend Opportunity Fd |
Opened
1,265
|
$32,258,000 | 0.01% |
| Schneider Natl Inc Wi Cl B |
0.83%
1,335
|
$32,250,000 | 0.01% |
| Vanguard Mid Cap Growth Etf |
No change
140
|
$32,177,000 | 0.01% |
| Spdr Portfolio S&p 400 Mid Cap Etf |
0.80%
627
|
$32,141,000 | 0.01% |
| Philip Morris International Inc |
2.96%
313
|
$31,719,000 | 0.01% |
| Fedex Corp |
17.19%
106
|
$31,715,000 | 0.01% |
| Sector Materials Select Sector Spdr Etf |
93.51%
358
|
$31,588,000 | 0.01% |
| First Trust Cloud Computing Index Etf |
No change
314
|
$29,949,000 | 0.01% |
| General Dynamics Corp. |
0.98%
103
|
$29,815,000 | 0.01% |
| Select Utilities Select Sector Spdr Etf |
165.85%
436
|
$29,689,000 | 0.01% |
| Spdr Portfolio Short Term Corp Bond Etf |
19.94%
996
|
$29,581,000 | 0.01% |
| Bank Montreal Quebec |
No change
350
|
$29,348,000 | 0.01% |
| Spdr Series Trust S&p Metals & Mining Etf |
0.42%
477
|
$28,271,000 | 0.01% |
| INVESCO NASDAQ NEXT GEN 100 ETF |
0.52%
972
|
$27,098,000 | 0.01% |
| Cleveland-Cliffs Inc |
No change
1,760
|
$27,086,000 | 0.01% |
| Inventrust Properties Corp New |
1.78%
1,086
|
$26,896,000 | 0.01% |
| Welltower Inc. |
1.20%
254
|
$26,521,000 | 0.01% |
| Public Storage |
2.38%
86
|
$24,686,000 | 0.01% |
| Spdr Series Trust S&p Homebuilders Etf |
0.43%
236
|
$23,872,000 | 0.01% |
| Spdr Ssga Global Allocation Etf |
1.31%
541
|
$23,406,000 | 0.01% |
| United Parcel Service, Inc. |
1.80%
170
|
$23,296,000 | 0.01% |
| Consumer Discretionary Select Sector Spdr Etf |
0.79%
127
|
$23,091,000 | 0.01% |
| Capital Group Intl Focus Equity Etf |
No change
894
|
$22,988,000 | 0.01% |
| Cummins Inc. |
1.25%
81
|
$22,363,000 | 0.01% |
| Thermo Fisher Scientific Inc. |
11.11%
40
|
$22,188,000 | 0.01% |
| Encore Wire Corp. |
No change
76
|
$22,053,000 | 0.01% |
| Kinder Morgan Inc De |
3.24%
1,084
|
$21,542,000 | 0.01% |
| Southwest Airlines Co |
1.23%
738
|
$21,116,000 | 0.01% |
| Viatris Inc. |
1.87%
1,959
|
$20,819,000 | 0.01% |
| Colgate-Palmolive Co. |
No change
213
|
$20,668,000 | 0.01% |
| Plexus Corp. |
No change
200
|
$20,636,000 | 0.01% |
| Hancock John Preferred Income Fund Ii |
4.58%
1,211
|
$20,548,000 | 0.01% |
| BayCom Corp |
0.50%
1,007
|
$20,494,000 | 0.01% |
| Intel Corp. |
33.87%
654
|
$20,267,000 | 0.01% |
| Industrial Select Sector Spdr Etf |
0.61%
166
|
$20,255,000 | 0.01% |
| iShares MSCI ACWI ETF |
0.56%
178
|
$20,028,000 | 0.01% |
| Livent Corp |
Closed
1,105
|
$19,868,000 | |
| Global X Cybersecurity ETF |
18.03%
641
|
$18,962,000 | 0.01% |
| Chipotle Mexican Grill |
4,900.00%
300
|
$18,795,000 | 0.01% |
| Heartland Finl Usa Inc |
1.70%
419
|
$18,611,000 | 0.01% |
| Ark Innovation Etf |
No change
420
|
$18,459,000 | 0.01% |
| Lowes Companies Inc |
1.32%
77
|
$17,006,000 | 0.00% |
| Southern Company |
1.90%
214
|
$16,592,000 | 0.00% |
| Vanguard Information Technology Etf |
3.57%
29
|
$16,435,000 | 0.00% |
| Olin Corp. |
0.87%
349
|
$16,435,000 | 0.00% |
| Oshkosh Corp |
0.66%
152
|
$16,417,000 | 0.00% |
| Zimmer Biomet Holdings Inc |
No change
150
|
$16,280,000 | 0.00% |
| Devon Energy Corp. |
1.53%
332
|
$15,718,000 | 0.00% |
| Mfs Municipal Income Trust Sbi |
Opened
2,858
|
$15,605,000 | 0.00% |
| Vanguard Total World Stock Etf |
0.75%
134
|
$15,110,000 | 0.00% |
| Vanguard Energy Etf |
No change
118
|
$15,104,000 | 0.00% |
| Invesco S&p 500 Garp Etf |
Closed
154
|
$15,062,000 | |
| Nucor Corp. |
No change
92
|
$14,554,000 | 0.00% |
| Honda Motor Ltd Adr Repstg 3 Ord |
2.13%
431
|
$13,902,000 | 0.00% |
| Harley-Davidson, Inc. |
0.98%
413
|
$13,838,000 | 0.00% |
| Intl Business Machines Corp |
1.27%
80
|
$13,819,000 | 0.00% |
| First Trust Consumer Staples Alphadex Etf |
1.42%
214
|
$13,766,000 | 0.00% |
| Roku Inc Ser A |
Closed
150
|
$13,749,000 | |
| Oracle Corp. |
1.04%
97
|
$13,704,000 | 0.00% |
| Yum Brands Inc. |
0.99%
102
|
$13,546,000 | 0.00% |
| Constellation Brands Inc |
No change
52
|
$13,464,000 | 0.00% |
| Timothy Plan U S Large Mid Cap Core Etf |
0.31%
322
|
$13,082,000 | 0.00% |
| Baker Hughes Co |
1.36%
372
|
$13,066,000 | 0.00% |
| Diamondback Energy Inc |
1.56%
65
|
$13,066,000 | 0.00% |
| Blackrock Utilities Infrastructure & Power Opportunities Trust |
3.42%
575
|
$12,736,000 | 0.00% |
| abrdn Healthcare Opportunities Fund |
Opened
622
|
$12,676,000 | 0.00% |
| Etf Solutions Point Bridge America First Etf |
No change
277
|
$12,275,000 | 0.00% |
| Carnival Corp Paired Ctf 1 Com Carnivl Crp & 1 Tr Sh Ben Int P&o Princess |
No change
652
|
$12,205,000 | 0.00% |
| Tjx Cos Inc New |
39.56%
110
|
$12,117,000 | 0.00% |
| Schwab Charles Corp New |
0.62%
162
|
$11,941,000 | 0.00% |
| Dover Corp. |
No change
66
|
$11,915,000 | 0.00% |
| Air Products & Chemicals Inc. |
No change
46
|
$11,804,000 | 0.00% |
| Blackstone Inc |
No change
92
|
$11,448,000 | 0.00% |
| Palo Alto Networks Inc |
No change
33
|
$11,187,000 | 0.00% |
| Edwards Lifesciences Corp |
No change
120
|
$11,084,000 | 0.00% |
| Ameriprise Financial Inc |
No change
26
|
$11,068,000 | 0.00% |
| Alibaba Group Holding Ltd Spons Ads Repstg 8 Ord Shs |
83.13%
152
|
$10,937,000 | 0.00% |
| Ishares Preferred & Income Secs Etf |
2.70%
342
|
$10,788,000 | 0.00% |
| Nestle S A Spon Adr Repstg Reg Shs |
2.94%
105
|
$10,757,000 | 0.00% |
| Schlumberger Ltd. |
0.89%
226
|
$10,668,000 | 0.00% |
| Victoryshares Us Large Cap Hign Div Volatility Wtd Etf |
Closed
181
|
$10,559,000 | |
| On Holding AG |
Opened
271
|
$10,515,000 | 0.00% |
| JPMorgan Active Value ETF |
36.79%
177
|
$10,490,000 | 0.00% |
| Applied Materials Inc. |
No change
44
|
$10,489,000 | 0.00% |
| Dominion Energy Inc |
1.92%
212
|
$10,363,000 | 0.00% |
| Blackrock Multi Sector Income Tr |
Opened
667
|
$9,725,000 | 0.00% |
| Prudential Financial, Inc. |
2.56%
80
|
$9,336,000 | 0.00% |
| CVS Health Corp |
1.96%
156
|
$9,203,000 | 0.00% |
| Ishares Msci Mexico Etf |
1.26%
161
|
$9,098,000 | 0.00% |
| Enbridge Inc |
73.47%
255
|
$9,068,000 | 0.00% |
| Kroger Co. |
Opened
181
|
$9,038,000 | 0.00% |
| Skyworks Solutions, Inc. |
1.20%
84
|
$8,966,000 | 0.00% |
| Arcadium Lithium Plc |
Opened
2,659
|
$8,933,000 | 0.00% |
| Snowflake Inc. |
60.98%
66
|
$8,916,000 | 0.00% |
| Fidelity Covington Tr Disruptors Etf |
No change
308
|
$8,886,000 | 0.00% |
| Gilead Sciences, Inc. |
1.57%
129
|
$8,869,000 | 0.00% |
| Caterpillar Inc. |
No change
25
|
$8,475,000 | 0.00% |
| Firstenergy Corp. |
No change
219
|
$8,388,000 | 0.00% |
| Northern Lights Inspire Global Hope Etf |
0.44%
229
|
$8,376,000 | 0.00% |
| Northern Lights Inspire Intl Etf |
0.35%
284
|
$8,357,000 | 0.00% |
| Global X Copper Miners Etf New |
1.10%
183
|
$8,271,000 | 0.00% |
| Mc Cormick & Co Inc Non Voting |
No change
115
|
$8,158,000 | 0.00% |
| Northern Lights Inspire Small/mid Cap Etf |
0.43%
232
|
$8,023,000 | 0.00% |
| Haleon Plc Adr |
1.26%
967
|
$7,988,000 | 0.00% |
| Ishares Msci Canada Etf |
0.96%
211
|
$7,841,000 | 0.00% |
| Nu Holdings Ltd. |
Opened
600
|
$7,734,000 | 0.00% |
| Franklin Intl Core Dividend Tilt Index Etf |
Opened
246
|
$7,690,000 | 0.00% |
| Amplify Tr Mobile Payments Etf |
Opened
163
|
$7,625,000 | 0.00% |
| Airbnb, Inc. |
No change
50
|
$7,582,000 | 0.00% |
| Etf Managers Etfmg Prime Mobile Payments Etf |
Closed
163
|
$7,565,000 | |
| Diversified Healthcare Trust Sr Note 6.25 02/01/2046 |
4.97%
507
|
$7,444,000 | 0.00% |
| Comcast Corp Cl A New |
Opened
186
|
$7,284,000 | 0.00% |
| British Amern Tobacco Plc Spons Adr 25p |
4.91%
235
|
$7,275,000 | 0.00% |
| Duke Energy Corp. |
1.41%
72
|
$7,253,000 | 0.00% |
| Ishares Core S&p 500 Etf |
Closed
15
|
$7,193,000 | |
| Occidental Petroleum Corp. |
135.42%
113
|
$7,150,000 | 0.00% |
| Centerpoint Energy Inc. |
1.32%
231
|
$7,149,000 | 0.00% |
| Aflac Inc. |
1.28%
79
|
$7,069,000 | 0.00% |
| Ishares Global Energy Etf |
2.42%
169
|
$7,012,000 | 0.00% |
| UBS Group AG |
2.25%
227
|
$6,710,000 | 0.00% |
| U S Bancorp De New |
71.55%
167
|
$6,643,000 | 0.00% |
| Garmin Ltd |
No change
40
|
$6,579,000 | 0.00% |
| Cyber Ark Software Ltd |
No change
24
|
$6,562,000 | 0.00% |
| Allspring Global Dividend Opportunity Fund |
Opened
1,347
|
$6,546,000 | 0.00% |
| Marathon Oil Corporation |
No change
228
|
$6,527,000 | 0.00% |
| First Trust Nasdaq Clean Edge Green Energy Index Etf |
1.08%
187
|
$6,352,000 | 0.00% |
| Badger Meter Inc. |
Opened
34
|
$6,336,000 | 0.00% |
| IPG Photonics Corp |
No change
75
|
$6,329,000 | 0.00% |
| Maplebear Inc |
No change
196
|
$6,299,000 | 0.00% |
| PBF Energy Inc |
0.75%
134
|
$6,167,000 | 0.00% |
| American Healthcare Reit Inc Cl I |
No change
420
|
$6,139,000 | 0.00% |
| Vanguard S&p 500 Index Etf |
Opened
12
|
$6,002,000 | 0.00% |
| Synopsys, Inc. |
Opened
10
|
$5,951,000 | 0.00% |
| Wolfspeed Inc |
No change
255
|
$5,804,000 | 0.00% |
| Associated Banc-Corp. |
2.25%
273
|
$5,779,000 | 0.00% |
| Micron Technology Inc. |
Opened
43
|
$5,656,000 | 0.00% |
| Intl Flavor & Fragrances |
1.72%
59
|
$5,641,000 | 0.00% |
| Ishares Russell 1000 Growth Etf |
No change
15
|
$5,468,000 | 0.00% |
| Vista Outdoor Inc |
No change
145
|
$5,459,000 | 0.00% |
| Abbott Laboratories |
2.00%
51
|
$5,290,000 | 0.00% |
| Invesco S&p Midcap Quality Etf |
Opened
54
|
$5,240,000 | 0.00% |
| Walgreens Boots Alliance Inc |
87.78%
430
|
$5,201,000 | 0.00% |
| Sanofi Spon Adr |
3.00%
103
|
$4,999,000 | 0.00% |
| X Trackers Msci Eafe Hedged Equity Etf |
Opened
120
|
$4,973,000 | 0.00% |
| Everest Group Ltd |
Opened
13
|
$4,953,000 | 0.00% |
| Shell Plc Sponsored Adr Repstg Ord Shs |
3.03%
68
|
$4,885,000 | 0.00% |
| Albemarle Corp. |
No change
51
|
$4,858,000 | 0.00% |
| American Express Co. |
69.70%
20
|
$4,694,000 | 0.00% |
| B&G Foods, Inc |
3.41%
577
|
$4,666,000 | 0.00% |
| Grainger W W Inc |
No change
5
|
$4,620,000 | 0.00% |
| Tencent Holdings Ltd Unspon Adr |
1.05%
96
|
$4,531,000 | 0.00% |
| Alliant Energy Corp. |
1.18%
86
|
$4,393,000 | 0.00% |
| Exact Sciences Corp. |
No change
103
|
$4,352,000 | 0.00% |
| Ceco Environmental Corp. |
Opened
150
|
$4,328,000 | 0.00% |
| Smith & Wesson Brands, Inc. |
1.36%
298
|
$4,280,000 | 0.00% |
| Factset Research Systems Inc. |
No change
10
|
$4,166,000 | 0.00% |
| Generac Holdings Inc |
Closed
32
|
$4,136,000 | |
| Seagate Technology Holdings Public Ltd Co |
No change
39
|
$4,042,000 | 0.00% |
| General Motors Company |
1.19%
85
|
$3,928,000 | 0.00% |
| Becton Dickinson & Co. |
6.25%
17
|
$3,866,000 | 0.00% |
| Sturm, Ruger & Co., Inc. |
1.10%
92
|
$3,831,000 | 0.00% |
| Barrick Gold Corp. |
1.34%
227
|
$3,782,000 | 0.00% |
| Biogen Inc |
No change
16
|
$3,709,000 | 0.00% |
| Yum China Holdings Inc |
0.85%
119
|
$3,672,000 | 0.00% |
| Ecolab, Inc. |
No change
15
|
$3,660,000 | 0.00% |
| Sherwin-Williams Co. |
No change
12
|
$3,658,000 | 0.00% |
| Blackrock Short Duration Bond Etf |
2.86%
72
|
$3,607,000 | 0.00% |
| Heron Therapeutics Inc |
No change
1,000
|
$3,500,000 | 0.00% |
| Bicycle Therapeutics Plc Spon Ads Repstg 1 Shs |
Opened
172
|
$3,481,000 | 0.00% |
| Vanguard Ftse Europe Etf |
No change
52
|
$3,472,000 | 0.00% |
| Sysco Corp. |
No change
47
|
$3,382,000 | 0.00% |
| Astrazeneca Plc Sponsored Adr |
2.38%
43
|
$3,337,000 | 0.00% |
| C3.ai Inc |
No change
115
|
$3,330,000 | 0.00% |
| Analog Devices Inc. |
No change
14
|
$3,284,000 | 0.00% |
| Danaher Corp. |
50.00%
13
|
$3,276,000 | 0.00% |
| Goldman Sachs Group, Inc. |
Closed
8
|
$3,256,000 | |
| Highlands Reit Inc |
No change
10,000
|
$3,200,000 | 0.00% |
| Vaneck Rare Earth Strategic Metals New Etf |
No change
75
|
$3,189,000 | 0.00% |
| Equinix Inc Par $0.001 |
No change
4
|
$3,163,000 | 0.00% |
| Pacer U S Cash Cows 100 Etf |
75.21%
58
|
$3,160,000 | 0.00% |
| BRC Inc. |
No change
500
|
$3,065,000 | 0.00% |
| Anheuser-Busch InBev SA/NV |
No change
52
|
$3,049,000 | 0.00% |
| Bristol-Myers Squibb Co. |
2.90%
71
|
$2,958,000 | 0.00% |
| Rumble Inc Cl A |
No change
530
|
$2,942,000 | 0.00% |
| Under Armour Inc |
No change
440
|
$2,873,000 | 0.00% |
| TE Connectivity Ltd |
No change
19
|
$2,817,000 | 0.00% |
| Pioneer Natural Resources Co. |
Closed
12
|
$2,758,000 | |
| Automatic Data Processing Inc. |
No change
11
|
$2,741,000 | 0.00% |
| Howmet Aerospace Inc. |
No change
35
|
$2,737,000 | 0.00% |
| Intercontinental Exchange Inc |
No change
20
|
$2,689,000 | 0.00% |
| Mativ Holdings Inc |
1.32%
154
|
$2,614,000 | 0.00% |
| Byd Co Ltd Unspon Adr |
No change
43
|
$2,552,000 | 0.00% |
| Price T Rowe Group Inc |
No change
22
|
$2,543,000 | 0.00% |
| Ishares Msci Emerging Markets Etf |
83.48%
57
|
$2,421,000 | 0.00% |
| Rapid7 Inc |
No change
55
|
$2,378,000 | 0.00% |
| Eversource Energy |
No change
41
|
$2,353,000 | 0.00% |
| NiSource Inc |
1.28%
79
|
$2,280,000 | 0.00% |
| Smucker Jm Company New |
No change
20
|
$2,222,000 | 0.00% |
| Clorox Co. |
23.81%
16
|
$2,183,000 | 0.00% |
| Spdr Portfolio Developed World Ex-us Etf |
3.39%
61
|
$2,123,000 | 0.00% |
| Pacer U S Small Cap Cash Cows 100 Etf |
Opened
48
|
$2,091,000 | 0.00% |
| Weyerhaeuser Co. |
1.43%
71
|
$2,011,000 | 0.00% |
| Kontoor Brands Inc |
3.45%
30
|
$1,963,000 | 0.00% |
| Vaneck Gold Miners Etf |
No change
58
|
$1,962,000 | 0.00% |
| Nuveen Municipal Credit Income Fund |
2.60%
158
|
$1,948,000 | 0.00% |
| Zoetis Inc |
No change
11
|
$1,941,000 | 0.00% |
| Baidu Inc Spon Adr Repstg Ord Shs Cl A |
No change
22
|
$1,903,000 | 0.00% |
| Sentinelone Inc Cl A |
No change
90
|
$1,895,000 | 0.00% |
| Xiaomi Corp Cl B |
No change
860
|
$1,875,000 | 0.00% |
| Baxter International Inc. |
1.85%
55
|
$1,830,000 | 0.00% |
| Allete, Inc. |
3.57%
29
|
$1,794,000 | 0.00% |
| Amplify Lithium & Battery Technology Etf |
No change
203
|
$1,786,000 | 0.00% |
| Manitowoc Company Inc New |
No change
152
|
$1,753,000 | 0.00% |
| Autodesk Inc. |
No change
7
|
$1,732,000 | 0.00% |
| ON Semiconductor Corp. |
No change
25
|
$1,714,000 | 0.00% |
| Vaneck Jr Gold Miners Etf |
No change
40
|
$1,705,000 | 0.00% |
| Rivian Automotive, Inc. |
No change
127
|
$1,704,000 | 0.00% |
| Allspring Advantage Multi Sector Income Fund |
4.38%
167
|
$1,496,000 | 0.00% |
| Amplify Tr Alternative Harvest Etf |
Opened
445
|
$1,477,000 | 0.00% |
| Corteva Inc |
4.00%
26
|
$1,383,000 | 0.00% |
| Etfmg Alternative Harvest Etf |
Closed
418
|
$1,351,000 | |
| Avanos Medical Inc |
No change
67
|
$1,335,000 | 0.00% |
| Akamai Technologies Inc |
No change
14
|
$1,261,000 | 0.00% |
| Team, Inc. |
No change
140
|
$1,243,000 | 0.00% |
| Etsy Inc |
No change
21
|
$1,239,000 | 0.00% |
| Ishares Msci South Africa Etf |
No change
28
|
$1,213,000 | 0.00% |
| Huntsman Corp |
1.92%
53
|
$1,210,000 | 0.00% |
| Fuelcell Energy Inc Par |
428.57%
1,850
|
$1,182,000 | 0.00% |
| Trump Media & Technology Group Corp |
No change
34
|
$1,114,000 | 0.00% |
| Medical Properties Trust Inc |
7.63%
254
|
$1,093,000 | 0.00% |
| Hasbro, Inc. |
Closed
20
|
$1,021,000 | |
| Panasonic Holdings Corp Adr |
Closed
104
|
$1,019,000 | |
| GE Aerospace |
No change
6
|
$961,000 | 0.00% |
| Great Wall Motor Co Ltd Adr |
No change
60
|
$945,000 | 0.00% |
| Office Properties Income Trust Sbi |
Closed
128
|
$939,000 | |
| Cemex S A B De Cv Spons Adr New Reps Ten Ord Participation Certs |
No change
141
|
$904,000 | 0.00% |
| Crrc Corp Ltd Shs H |
No change
1,400
|
$893,000 | 0.00% |
| Infineon Technologies Ag Sponsored Adr |
No change
24
|
$884,000 | 0.00% |
| Panasonic Holdings Corp Adr |
Opened
104
|
$850,000 | 0.00% |
| Moderna Inc |
No change
7
|
$831,000 | 0.00% |
| Psq Holdings Inc Cl A |
No change
220
|
$829,000 | 0.00% |
| Brookfield Infrastructure Partners Unit Ltd Partnership |
Closed
23
|
$715,000 | |
| Trump & Media Wts Exp 03/25/29 Technology Group Corp |
No change
32
|
$682,000 | 0.00% |
| Evgo Inc Cl A |
No change
278
|
$681,000 | 0.00% |
| Peloton Interactive Inc |
No change
200
|
$676,000 | 0.00% |
| Proshares K-1 Free Crude Oil Strategy New Etf |
No change
13
|
$628,000 | 0.00% |
| Teladoc Health Inc |
85.65%
62
|
$606,000 | 0.00% |
| iShares Global Clean Energy ETF |
No change
44
|
$591,000 | 0.00% |
| QuantumScape Corporation |
No change
117
|
$576,000 | 0.00% |
| Nuveen Amt Free Mun Credit Income Fund |
2.44%
42
|
$527,000 | 0.00% |
| Warner Bros Discovery Inc Ser A |
No change
67
|
$498,000 | 0.00% |
| Sprout Social, Inc. |
No change
13
|
$464,000 | 0.00% |
| Ginkgo Bioworks Holdings Inc Cl A |
No change
1,350
|
$451,000 | 0.00% |
| Alcoa Corp |
No change
11
|
$449,000 | 0.00% |
| Canadian Solar Inc |
No change
30
|
$443,000 | 0.00% |
| Global X Lithium & Battery Tech Etf |
No change
11
|
$435,000 | 0.00% |
| Snap Inc |
No change
25
|
$415,000 | 0.00% |
| Veralto Corp |
50.00%
4
|
$383,000 | 0.00% |
| Lightwave Logic Inc |
No change
110
|
$329,000 | 0.00% |
| Spotify Technology Sa |
No change
1
|
$314,000 | 0.00% |
| Monogram Technologies Inc |
No change
130
|
$280,000 | 0.00% |
| Brighthouse Financial, Inc. |
No change
6
|
$260,000 | 0.00% |
| Ark Fintech Innovation Etf |
No change
9
|
$251,000 | 0.00% |
| Sunny Optical Tech Grp Company Ltd Adr |
No change
4
|
$245,000 | 0.00% |
| Ganfeng Lithium Group Co Ltd Shs H |
No change
106
|
$212,000 | 0.00% |
| Xpeng Inc Ads Repstg Cl A Ord Shs |
No change
28
|
$205,000 | 0.00% |
| Glatfelter Corporation |
No change
143
|
$199,000 | 0.00% |
| Diversified Healthcare Trust Sbi |
No change
61
|
$187,000 | 0.00% |
| Ge Vernova Llc |
Opened
1
|
$172,000 | 0.00% |
| Ge Healthcare Technologies Inc |
No change
2
|
$156,000 | 0.00% |
| Sunpower Corp |
No change
52
|
$154,000 | 0.00% |
| Pluri Inc |
Opened
26
|
$150,000 | 0.00% |
| Hyliion Holdings Corp. |
No change
89
|
$144,000 | 0.00% |
| Canopy Growth Corp New |
Opened
22
|
$143,000 | 0.00% |
| Lumen Technologies Inc La |
No change
117
|
$129,000 | 0.00% |
| Centerra Gold Inc |
No change
19
|
$128,000 | 0.00% |
| Pluri Inc |
Closed
206
|
$119,000 | |
| Canopy Growth Corp New |
Closed
22
|
$113,000 | |
| Visteon Corp. |
No change
1
|
$107,000 | 0.00% |
| Amarin Corp Plc Sponsored Adr New |
No change
144
|
$99,000 | 0.00% |
| TPI Composites Inc |
No change
19
|
$76,000 | 0.00% |
| Plug Power Inc |
No change
31
|
$72,000 | 0.00% |
| DNP Select Income Fund Inc. |
No change
7
|
$61,000 | 0.00% |
| Container Store Group Inc |
No change
100
|
$54,000 | 0.00% |
| Solarwindow Technologies Inc |
No change
216
|
$54,000 | 0.00% |
| Brookfield Infrastructure Corp Sub Vtg Shs Cl A |
Closed
1
|
$38,000 | |
| Aurora Cannabis Inc |
Closed
53
|
$25,000 | |
| Technologies Ltd |
No change
26
|
$22,000 | 0.00% |
| Aurora Cannabis Inc No Par |
Opened
4
|
$18,000 | 0.00% |
| Katapult Holdings Inc |
No change
1
|
$17,000 | 0.00% |
| AMC Entertainment Holdings Inc |
No change
2
|
$10,000 | 0.00% |
| Cannabis Sativa Inc |
No change
93
|
$1,000 | 0.00% |
| Proterra Inc |
Closed
67
|
$1,000 | |
| Avantair Inc |
No change
300
|
$0 | 0.00% |
| Yingli Green Energy Hldg Company Ltd Adr New |
No change
225
|
$0 | 0.00% |
| Sharing Economy Intl Inc New |
No change
100
|
$0 | 0.00% |
| Vertical Computer Systems Inc New |
Opened
1,883
|
$0 | 0.00% |
| Cannamerica Brands Corp |
No change
1,800
|
$0 | 0.00% |
| Cannabis Science Inc |
Opened
4,800
|
$0 | 0.00% |
| Ldk Solar Co Ltd Spon Adr |
No change
50
|
$0 | 0.00% |
| Dmk Pharmaceuticals Corp Par $0.0001 |
No change
1
|
$0 | 0.00% |
| No transactions found | |||
| Showing first 500 out of 479 holdings | |||
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