IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Winch Advisory Services, LLC

Q1 2017 Holdings

Filed 2017-05-01 | 308 holdings | $3.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Cummins Inc COM(CMI)COM231021106$1.6M10,43347.5%
Cisco Systems Inc COM(CSCO)COM17275R102$1.0M30,77831.3%
Conocophillips COM(COP)COM20825C104$504.0K10,10015.2%
Alibaba Group Hldg LTD ADR(BABA)SPON ADR01609W102$35.0K3271.1%
Constellation Brands Inc CL A(STZ)COM21036P108$13.0K800.4%
Vanguard Total Stock Market ETF(VTI)ETF922908769$12.3K101,3270.4%
Spdr S & P 500 ETF TR Unit SER 1(SPY)TR UNIT78462F103$10.2K43,4130.3%
Apple Inc COM(AAPL)COM037833100$6.5K45,3220.2%
AT&T Inc COM(T)COM00206R102$5.4K128,7940.2%
Verizon Communications(VZ)COM92343V104$4.8K97,6160.1%
Select Sector Spdr Trust Financial Select Sector Fund(XLF)ETF81369Y605$4.7K196,9400.1%
Vanguard Crsp US Mid Cap Growth IND ETF(VOT)ETF922908538$4.6K40,8610.1%
Vanguard High Dividend Yield ETF(VYM)ETF921946406$4.6K58,8420.1%
Vanguard Health Care ETF(VHT)HEALTH CARE ETF92204A504$4.5K32,7410.1%
Select Sector Spdr Trust Industrial Select Index(XLI)ETF81369Y704$4.3K66,3410.1%
Ishares Nasdaq Biotechnology ETF(IBB)BIOTECH ETF464287556$4.0K13,7150.1%
Amazon.com Inc COM(AMZN)COM023135106$4.0K4,5170.1%
Vanguard Crsp US SM Cap Growth IND ETF(VBK)ETF922908595$4.0K28,1600.1%
Vanguard Crsp US Large Cap Value IND ET(VTV)ETF922908744$3.9K40,8050.1%
Vanguard Ftse Europe EFT(VGK)ETF922042874$3.6K70,0130.1%
Vanguard Intermediate Term Corp Bond ET(VCIT)BOND ETF92206C870$3.6K41,1030.1%
Vanguard Emerging Markets ETF(VWO)ETF922042858$3.4K86,0300.1%
Alphabet Inc Class C(GOOG)COM - CL C02079K107$3.4K4,0910.1%
Select Sector Spdr Trust Materials Select SEC Index(XLB)ETF81369Y100$3.2K61,4610.1%
JP Morgan Chase & Co COM(JPM)COM46625H100$3.1K35,2240.1%
Facebook Inc COM(META)COM30303M102$3.0K21,0790.1%
Select Sector Spdr Trust Consumer DIS Select Index(XLY)ETF81369Y407$2.8K32,0290.1%
Vanguard Crsp US Large Cap Grow IND ETF(VUG)ETF922908736$2.8K22,8700.1%
Berkshire Hathaway Inc del CL B(BRK/B)CL B NEW084670702$2.4K14,0970.1%
Agnc Investment Corp COM(AGNC)COM00123Q104$2.3K117,9370.1%
Exxon Mobil Corporation COM(XOM)COM30231G102$2.1K25,7750.1%
Helmerich & Payne Inc(HP)COM423452101$1.9K28,5940.1%
Patterson-Uti Energy Inc(PTEN)COM703481101$1.7K68,7090.1%
Valero Energy Corp COM(VLO)COM91913Y100$1.6K23,4280.0%
EOG RES Inc(EOG)COM26875P101$1.5K15,4680.0%
Spdr Gold Trust SHS(GLD)GOLD ETF78463V107$1.5K12,4770.0%
Nabors Industries LTD(NBR)COMG6359F103$1.4K110,8970.0%
Keycorp New(KEY)COM493267108$1.4K81,3800.0%
Chevron Corp. Common Stock(CVX)COM166764100$1.4K13,1950.0%
Microsoft Corp COM(MSFT)COM594918104$1.4K20,9150.0%
Fifth Third Bancorp(FITB)COM316773100$1.4K53,2600.0%
BB&T Corporation COM(BBTUSD)COM054937107$1.3K29,7180.0%
Huntington Bancshares Inc(HBAN)COM446150104$1.3K98,3720.0%
Priceline Group Inc COMCOM741503403$1.1K6150.0%
Rockwell Automation Inc COM(ROK)COM773903109$1.1K6,9310.0%
BP PLC Spons ADR(BP)COM055622104$99828,9210.0%
General Electric Co COMCOM369604103$99033,2240.0%
Stryker Corp COM(SYK)COM863667101$9757,4030.0%
MGM Resorts International COM(MGM)COM552953101$92033,5800.0%
3M Co COM(MMM)COM88579Y101$9044,7260.0%
Page 1 of 7Next