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Winch Advisory Services, LLC

Q4 2017 Holdings

Filed 2018-02-13 | 323 holdings | $3.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Cummins Inc COM(CMI)COM231021106$2.0M11,36252.3%
Cisco Systems Inc COM(CSCO)COM17275R102$1.3M32,63632.6%
Conocophillips Corp COM(COP)COM20825C104$304.0K5,5397.9%
Alibaba Group Hldg LTD ADR(BABA)SPON ADR01609W102$104.0K6032.7%
Apple Inc COM(AAPL)COM037833100$8.8K52,1580.2%
Vanguard Total Stock Market ETF(VTI)ETF922908769$8.6K62,4910.2%
Vanguard Crsp US Large Cap Value IND ET(VTV)ETF922908744$8.4K79,1660.2%
Abbvie Inc COM(ABBV)COM00287Y109$8.0K830.2%
Vanguard Emerging Markets ETF(VWO)ETF922042858$7.7K168,7390.2%
Amazon.com Inc COM(AMZN)COM023135106$7.5K6,3830.2%
Vanguard Ftse Europe ETF(VGK)ETF922042874$6.6K111,2950.2%
Select Sector Spdr Trust Financial Select Sector Fund(XLF)ETF81369Y605$5.5K196,5890.1%
Vanguard Crsp US Mid Cap Growth IND ETF(VOT)ETF922908538$5.2K40,7470.1%
Vanguard High Dividend Yield ETF(VYM)ETF921946406$5.2K60,5400.1%
Select Sector Spdr Trust Industrial Select Index(XLI)ETF81369Y704$5.1K67,0820.1%
Vanguard Health Care Index(VHT)ETF92204A504$4.9K31,8890.1%
Alphabet Inc COM CL C(GOOG)COM02079K107$4.7K4,5200.1%
Facebook Inc COM CL A(META)COM30303M102$4.6K13,1360.1%
Ishares Nasdaq Biotechnology ETF(IBB)BIOTECH ETF464287556$4.6K42,9260.1%
AT&T Inc COM(T)COM00206R102$4.4K113,3810.1%
Verizon Communications COM(VZ)COM92343V104$4.3K81,2630.1%
Berkshire Hathaway Inc del COM CL B(BRK/B)CL B NEW084670702$4.2K21,1810.1%
Select Sector Spdr Trust Materials Select SEC Index(XLB)ETF81369Y100$3.8K62,2590.1%
Ishares Msci Emerging Mkts ETF(EEM)ETF464287234$3.7K79,1690.1%
Vanguard Short Term Bond Fund(BSV)ETF921937827$3.6K45,6820.1%
JP Morgan Chase & Co COM(JPM)COM46625H100$3.5K32,5950.1%
Vanguard Intermediate Term Corp Bond ET(VCIT)BOND ETF92206C870$3.3K38,3200.1%
Agnc Investment Corp COM(AGNC)COM00123Q104$3.0K147,6360.1%
BP PLC ADR Sponsored(BP)COM055622104$2.5K58,8710.1%
Microsoft Corp COM(MSFT)COM594918104$2.3K26,3170.1%
Netflix.com Inc COM(NFLX)COM64110L106$2.0K10,1780.1%
Exxon Mobil Corporation COM(XOM)COM30231G102$1.8K21,1550.0%
Johnson & Johnson COM(JNJ)COM478160104$1.6K11,7750.0%
Wynn Resorts LTD COM(WYNN)COM983134107$1.6K9,6270.0%
Pfizer Inc COM(PFE)COM717081103$1.5K42,2020.0%
Valero Energy Corp COM(VLO)COM91913Y100$1.5K15,5400.0%
Bank of America Corp COM(BAC)COM060505104$1.5K49,4670.0%
Rockwell Automation Inc COM(ROK)COM773903109$1.4K7,3610.0%
Chevron Corp COM(CVX)COM166764100$1.4K11,4010.0%
Celgene Corp COM(CELG)COM151020104$1.4K13,5000.0%
Stryker Corp COM(SYK)COM863667101$1.4K9,0990.0%
Xcel Energy Inc COM(XEL)COM98389B100$1.3K27,8970.0%
Spdr Gold TR Gold SHS ETF(GLD)GOLD ETF78463V107$1.3K10,1770.0%
Spdr TR S&P 500 ETF TR(SPY)TR UNIT78462F103$1.3K4,7020.0%
EOG Resources Inc COM(EOG)COM26875P101$1.2K11,4520.0%
Ishares Msci Eafe Growth ETF(EFG)ETF464288885$1.2K14,9570.0%
3M Co COM(MMM)COM88579Y101$1.1K4,5330.0%
Visa Inc COM CL A(V)COM92826C839$8807,7180.0%
Goldman Sachs Group Inc COM(GS)COM38141G104$6132,4070.0%
Welbilt Inc COMCOM949090104$59125,1520.0%
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