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Winch Advisory Services, LLC

Q2 2015 Holdings

Filed 2015-08-11 | 301 holdings | $519.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Cisco Systems Inc COM(CSCO)COM17275R102$337.0K13,68664.9%
Apple Inc COM(AAPL)COM037833100$14.0K111,5102.7%
Walt Disney Co COM(DIS)COM254687106$10.8K94,3732.1%
Vanguard Health Care Index(VHT)HEALTH CARE ETF92204A504$7.9K56,1581.5%
Spdr S&P 500 ETF Trust(SPY)TR UNIT78462F103$7.4K36,0001.4%
Guggenheim S&P 500 EQ WGT Technology ETFTECH ETF78355W817$6.3K69,9221.2%
Select Sector Spdr Trust Consumer DIS Select Index(XLY)ETF81369Y407$6.2K80,6911.2%
Spdr S&P Regional Banking ETF(KRE)COM78464A698$5.4K121,4471.0%
Ishares Nasdaq Biotechnology ETF(IBB)BIOTECH ETF464287556$4.7K12,6180.9%
Berkshire Hathaway Inc del CL BCL B NEW084670207$4.4K32,2230.8%
Anthem Inc COM(ELV)COM036752103$4.3K26,1860.8%
AT&T Inc COMCOM001957109$4.3K120,1970.8%
Verizon Communications COM(VZ)COM92343V104$4.3K91,5270.8%
Merck & Co Inc. COM(MRK)COM58933Y105$4.0K70,8850.8%
3M Co COM(MMM)COM88579Y101$4.0K26,0800.8%
Vanguard Ftse Europe ETF(VGK)ETF922042874$3.7K68,0170.7%
Market Vectors ETF TR SemiconductorETF57060U233$3.6K66,3420.7%
Nike Inc CL B(NKE)COM654106103$3.3K30,9460.6%
Vanguard Total Stock Market ETF(VTI)ETF922908769$3.3K30,7710.6%
Select Sector Spdr Trust Health Care Select Index(XLV)SBI HEALTH81369Y209$2.9K39,1360.6%
ELI Lilly & Co COM(LLY)COM532457108$2.8K33,0260.5%
Bristol-Myers Squibb CM(BMY)COM110122108$2.8K41,3990.5%
Vanguard Crsp US Mid Cap Growth IND ETF(VOT)ETF922908538$2.5K23,5490.5%
Vanguard Crsp US SM Cap Growth IND ETF(VBK)SMALL CP ETF922908595$2.3K17,3010.4%
Home Depot Inc COM(HD)COM437076102$2.2K19,6730.4%
Vanguard Crsp US Large Cap Grow IND ETF(VUG)ETF922908736$2.2K20,3660.4%
HCA Holdings Inc COM(HCA)COM40412C101$2.1K23,5350.4%
Valero Energy Corp New COM(VLO)COM91913Y100$2.0K31,5380.4%
Under Armour Inc COM Class A(UAA)COM904311107$2.0K23,3910.4%
Skyworks Solutions Inc COM(SWKS)COM83088M102$1.8K17,5880.4%
JPMorgan Chase & Co.(JPM)COM46625H100$1.8K26,6640.3%
Amgen Inc COM(AMGN)COM031162100$1.7K11,1820.3%
Cognizant Technology Solutions Cl A(CTSH)COM192446102$1.7K27,2950.3%
Teradyne Inc.(TER)COM880770102$1.5K78,2240.3%
Wells Fargo & Co COM(WFC)COM949746101$1.4K25,3970.3%
Salesforce.com Inc COM(CRM)COM79466L302$1.4K20,3350.3%
Ishares Core Moderate Allocation ETF(AOM)ETF464289875$1.4K39,9340.3%
Vanguard Total World Stock ETF(VNQ)ETF922908553$1.4K22,1620.3%
Ishares Core S&P 500 ETF(IVV)S&P 500 ETF464287200$1.3K6,4770.3%
Ishares Russell 1000 Growth ETF(IWF)ETF464287614$1.3K12,9770.2%
Vanguard Crsp US Small Cap Index(VB)SMALL CP ETF922908751$1.3K10,3830.2%
Vanguard Intl Equity Index(VEU)ETF922042775$1.3K25,7930.2%
Vanguard Crsp US Mid Cap Index(VO)ETF922908629$1.2K9,7290.2%
Starbucks Corp COM(SBUX)COM855244109$1.2K22,7660.2%
Honeywell International, Inc.(HON)COM438516106$1.2K11,8980.2%
Spdr Financial Select Sector(XLF)ETF81369Y605$1.2K47,9200.2%
Aetna US Healthcare COMCOM00817Y108$1.1K8,7770.2%
Tyson Foods Inc CL A(TSN)COM902494103$1.1K25,1440.2%
Ishares Russell 2000 ETF(IWM)ETF464287655$1.1K8,5410.2%
Palo Alto Networks COM(PANW)COM697435105$1.1K6,0920.2%
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