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Winch Advisory Services, LLC

Q4 2015 Holdings

Filed 2016-01-22 | 277 holdings | $92.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Apple Inc COM(AAPL)COM037833100$11.5K109,38412.5%
Walt Disney Co COM(DIS)COM254687106$10.7K102,24711.7%
Facebook Inc COM(META)COM30303M102$6.0K57,1116.5%
Alphabet Inc Class C(GOOG)COM - CL C02079K107$6.0K7,8456.5%
Amazon.com Inc COM(AMZN)COM023135106$5.9K8,7386.4%
Bristol-Myers Squibb CM(BMY)COM110122108$5.8K83,9286.3%
Ishares 1-3 YR Treasury BND ETF(SHY)ETF464287457$5.0K59,7025.5%
Salesforce.com Inc COM(CRM)COM79466L302$4.9K62,5845.3%
Starbucks Corp COM(SBUX)COM855244109$4.2K70,1854.6%
Verizon Communications COM(VZ)COM92343V104$4.2K90,0924.5%
AT&T Inc COMCOM001957109$4.1K117,9214.4%
Costco Wholesale Corporation COM(COST)COM22160K105$4.0K254.3%
Select Sector Spdr Trust Technology Select Index(XLK)SMI TECH81369Y803$3.2K74,1883.4%
Select Sector Spdr Trust Consumer DIS Select Index(XLY)ETF81369Y407$3.1K39,0193.3%
Home Depot Inc COM(HD)COM437076102$1.6K11,7891.7%
ProShares UltraShort S&p500ETF74347B300$1.3K66,6001.4%
Cognizant Tech Solutions CRP COM(CTSH)COM192446102$1.1K17,7911.2%
Medtronic PLC COMCOM585055106$88411,4951.0%
3M Co COM(MMM)COM88579Y101$7284,8310.8%
Wells Fargo & Co COM(WFC)COM949746101$5219,5830.6%
Johnson & Johnson COM(JNJ)COM478160104$4624,4950.5%
Intel Corp COM(INTC)COM458140100$44012,7670.5%
Visa Inc Class A(V)COM92826C839$4385,6520.5%
Kroger Co COM(KR)COM501044101$3999,5320.4%
Alphabet Inc CL ACOM - CL A04269Q100$3744810.4%
WEC Energy Group Inc COMCOM976657106$3136,0950.3%
ProShares UltraPro Short S&P 500 ETFETF74348A442$2989,3980.3%
Exxon Mobil Corporation COM(XOM)COM30231G102$2463,1520.3%
Xcel Energy Inc COM(XEL)COM98389B100$2115,8890.2%
Mcdonalds Corp COM(MCD)COM580135101$2051,7320.2%
Kimberly Clark Corp COM(KMB)COM494368103$2051,6130.2%
Procter Gamble Co COM(PG)COM742718109$1932,4280.2%
Dish Network Corp CL A COM(DISH)COM25470M109$1602,7980.2%
Berkshire Hathaway Inc del CL BCL B NEW084670207$1491,1250.2%
Associated Banc-Corp PreferredPREF WITH EXP045488202$1315,0000.1%
Lockheed Martin COM(LMT)COM539830109$1185450.1%
Fidelity National Info Svcs COM(FIS)COM31620M106$1121,8560.1%
Chevron Corp COM(CVX)COM166764100$1051,1630.1%
Illinois Tool Works Inc COM(ITW)COM452308109$931,0040.1%
Nuveen Prem Income MUN FD Inc COMMUNI ETF67062T100$926,5310.1%
Ishares Core S&P 500 ETF(IVV)S&P 500 ETF464287200$803890.1%
Gilead Sciences Inc COM(GILD)COM375558103$797770.1%
Ashland Inc COMCOM044209104$716900.1%
Mattel Inc(MAT)COM577081102$662,4140.1%
General Electric Co COMCOM369604103$632,0120.1%
Bank Montreal QUE COM COM(BMO)COM063671101$559780.1%
Alps ETF Trust Riverfront Strategic Income FD(RIGS)ETF00162Q783$502,0630.1%
Kla-Tencor Corp COM(KLAC)COM482480100$507280.1%
Wisdomtree Trust Europe Hedged Equity Fund(HEDJ)ETF97717X701$499200.1%
Pfizer Inc COM(PFE)COM717081103$481,4900.1%
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