Portfolio (Quarterly)
Guide ↗
Winch Advisory Services, LLC
· CIK 0001585822| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | J | JACOBS SOLUTIONS INC | Industrials | 345 | $46K | 0.01% | SOLD |
| 2 | — | EXACT SCIENCES CORP | — | 169 | $17K | 0.00% | SOLD |
| 3 | UBS | UBS GROUP AG | Financial Services | 233 | $11K | 0.00% | SOLD |
| 4 | — | CYBER ARK SOFTWARE LTD | — | 24 | $11K | 0.00% | SOLD |
| 5 | AMTM | AMENTUM HOLDINGS INC | Industrials | 365 | $11K | 0.00% | SOLD |
| 6 | PRU | PRUDENTIAL FINANCIAL INC | Financial Services | 86 | $10K | 0.00% | SOLD |
| 7 | BDX | BECTON DICKINSON & CO | Healthcare | 17 | $3K | 0.00% | SOLD |
| 8 | ACHR | ARCHER AVIATION INC CL A | Industrials | 200 | $2K | — | SOLD |
| 9 | DNP | DNP SELECT INCOME FUND INC | Financial Services | 8 | $85.0 | — | SOLD |
| 10 | SPWR | SUNPOWER CORP | Energy | 52 | — | — | SOLD |
| 11 | — | WOLFSPEED INC SUBMITTED FOR ESCROW | — | 238 | — | — | SOLD |
Sector Allocation
Technology
46.2%
Financial Services
19.5%
Consumer Cyclical
10.8%
Communication Services
7.3%
Consumer Defensive
4.5%
Industrials
4.2%
Healthcare
3.7%
Energy
2.3%
Utilities
0.9%
Basic Materials
0.4%