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Winch Advisory Services, LLC

Q3 2022 Holdings

Filed 2022-10-31 | 430 holdings | $23.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Honda Motor LTD ADR Repstg 1 ORD(HMC)COM438128308$94020.0%
Ishares Trust Ishares Preferred & Income Secs ETF(PFF)ETF464288687$103040.0%
First Trust Nasdaq Clean Edge Green Energy Index ETF(QCLN)ETF33733E500$101840.0%
Goldman Sachs Group Inc(GS)COM38141G104$10350.0%
Huntington Bancshres Inc(HBAN)COM446150104$107460.0%
Nextera Energy Inc(NEE)COM65339F101$101310.0%
Vanguard Ftse Developed Mkts ETF(VEA)ETF921943858$102690.0%
Nucor Corp(NUE)COM670346105$10900.0%
Oshkosh Corp(OSK)COM688239201$101470.0%
Timothy Plan U S Large Mid Cap Core ETF(TPLC)ETF887432359$103170.0%
Select Utilities Select Sector Spdr ETF(XLU)ETF81369Y886$101570.0%
Edwards Lifesciences Corp(EW)COM28176E108$101200.0%
ETF Solutions Point Bridge America First ETF(MAGA)ETF26922A628$102770.0%
Devon Energy Corp New(DVN)COM25179M103$111910.0%
American Tower Corp New(AMT)COM03027X100$11520.0%
Wolfspeed Inc(WOLF*)COM977852102$111040.0%
YUM Brands Inc(YUM)COM988498101$11990.0%
Vanguard Energy ETF(VDE)ETF92204A306$111110.0%
First Trust Consumer Staples Alphadex ETF(FXG)ETF33734X119$122070.0%
Simon Property Group Inc New(SPG)COM828806109$121310.0%
Sector Materials Select Sector Spdr ETF(XLB)ETF81369Y100$121800.0%
Chargepoint Holdings Inc CL ACOM15961R105$128400.0%
Spdr Portfolio S&P 500 Growth ETF(SPYG)ETF78464A409$132520.0%
Sector Industrial Select Sector Spdr ETF(XLI)ETF81369Y704$131610.0%
Viatris Inc(VTRS)COM92556V106$131,5260.0%
American Express Co(AXP)COM025816109$13980.0%
Blackstone Inc(BX)COM09260D107$131520.0%
Dominion Energy Inc(D)COM25746U109$141990.0%
Harley Davidson Inc(HOG)COM412822108$144000.0%
Lowes Companies Inc(LOW)COM548661107$14740.0%
Southern Company(SO)COM842587107$141990.0%
Gilead Sciences Inc(GILD)COM375558103$152460.0%
Olin Corp New(OLN)COM680665205$153450.0%
AIR Products & Chemicals Inc(APD)COM009158106$15630.0%
Colgate-Palmolive Company(CL)COM194162103$152110.0%
Chipotle Mexican Grill Inc CL A(CMG)COM169656105$15100.0%
Altria Group Inc(MO)COM02209S103$153680.0%
Cummins Inc(CMI)COM231021106$16770.0%
Schneider Natl Inc WI CL B(SNDR)COM80689H102$168090.0%
Prudential Financial Inc(PRU)COM744320102$161820.0%
Moderna Inc(MRNA)COM60770K107$161320.0%
Welltower Inc(WELL)COM95040Q104$162420.0%
Taiwan Semiconductor Manufacturing Co LTD Spon ADR(TSM)COM874039100$162350.0%
Ishares Msci Acwi ETF(ACWI)ETF464288257$162100.0%
Zimmer Biomet Holdings Inc(ZBH)COM98956P102$161500.0%
Heartland Finl USA Inc(HTLFEUR)COM42234Q102$173950.0%
Generac Holdings Inc(GNRC)COM368736104$17930.0%
Illumina Inc(ILMN)COM452327109$17880.0%
Plexus Corp(PLXS)COM729132100$182000.0%
Consumer Discretionary Select Sector Spdr ETF(XLY)ETF81369Y407$181250.0%
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