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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
Ishares Biotechnology ETF(IBB)ETF464287556$1651,4120.0%
KLA Corp(KLAC)COM482480100$1826020.0%
Vanguard Industrials ETF(VIS)ETF92204A603$1971,2510.0%
Kimberly Clark Corp(KMB)COM494368103$2091,8590.0%
Deere & Co(DE)COM244199105$2116310.0%
AT&T Inc(T)COM00206R102$24315,8550.0%
Chevron Corp(CVX)COM166764100$2491,7300.0%
Vanguard Materials ETF(VAW)ETF92204A801$2621,7630.0%
Vaneck Semiconductor ETF(SMH)ETF92189F676$2751,4830.0%
BP PLC Spon ADR(BP)COM055622104$2789,7550.0%
Spdr SSgA Ultra Short Term Bond ETF(ULST)ETF78467V707$2947,3570.0%
Mcdonalds Corp(MCD)COM580135101$3051,3240.0%
Johnson & Johnson(JNJ)COM478160104$3171,9430.0%
Verizon Communications Inc(VZ)COM92343V104$3208,4210.0%
Vanguard Financials ETF(VFH)ETF92204A405$3344,4910.0%
Wisdomtree Yield Enhanced U S Short Term Aggregate BD ETF(SHAG)ETF97717Y808$3577,7240.0%
Walmart Inc(WMT)COM931142103$3572,7520.0%
Vanguard Total Stock Market ETF(VTI)ETF922908769$3762,0940.0%
3M Company(MMM)COM88579Y101$3933,5560.0%
Pfizer Inc(PFE)COM717081103$3989,0960.0%
Vanguard Health Care ETF(VHT)ETF92204A504$4101,8340.0%
Spdr Portfolio Short Term Treasury ETF(SPTS)ETF78468R101$49517,1210.0%
Roper Technologies Inc(ROP)COM776696106$5431,5110.0%
Spdr Portfolio Intermediate Term Corp Bond ETF(SPIB)ETF78464A375$54417,3750.0%
Spdr Portfolio Aggregate Bond ETF(SPAB)ETF78464A649$56022,4600.0%
WEC Energy Group Inc(WEC)COM92939U106$6176,8950.0%
Vanguard Short Term Corp Bond ETF(VCSH)ETF92206C409$6478,7160.0%
Ebay Inc(EBAY)COM278642103$69818,9650.0%
Procter & Gamble Co(PG)COM742718109$6995,5330.0%
Tesla Inc(TSLA)COM88160R101$7632,8750.0%
Medtronic PLC(MDT)COMG5960L103$7809,6620.0%
Raytheon Technologies Corp(RTX)COM75513E101$82910,1310.0%
Northrop Grumman Corp(NOC)COM666807102$9231,9630.0%
Starbucks Corp(SBUX)COM855244109$98111,6400.0%
Spdr Tips ETF(SPIP)ETF78464A656$1.0K40,7980.0%
Meta Platforms Inc CL A(META)COM30303M102$1.1K7,7490.0%
Honeywell Intl Inc(HON)COM438516106$1.3K7,5610.0%
Texas Instruments Inc(TXN)COM882508104$1.3K8,2100.0%
Paypal Holdings Inc(PYPL)COM70450Y103$1.3K14,8030.0%
Vanguard Short Term Inflation Protected Securities ETF(VTIP)ETF922020805$1.3K26,5200.0%
Spdr Gold Trust Gold Shares(GLD)ETF78463V107$1.3K8,5160.0%
Mastercard Inc CL A(MA)COM57636Q104$1.3K4,6450.0%
Nike Inc CL B(NKE)COM654106103$1.4K16,5020.0%
Coca-Cola Company(KO)COM191216100$1.4K24,6560.0%
Citigroup Inc New(C)COM172967424$1.5K35,7420.0%
Netflix Inc(NFLX)COM64110L106$1.6K6,9380.0%
Spdr S&P 500 ETF(SPY)ETF78462F103$1.7K4,6570.0%
Ishares Gold Trust New(IAU)ETF464285204$1.8K55,7960.0%
Salesforce Inc(CRM)COM79466L302$2.0K13,8830.0%
Marvell Technology Inc(MRVL)COM573874104$2.1K48,3340.0%
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