0001580642-22-005449.txt : 20221031
0001580642-22-005449.hdr.sgml : 20221031
20221031141354
ACCESSION NUMBER: 0001580642-22-005449
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220930
FILED AS OF DATE: 20221031
DATE AS OF CHANGE: 20221031
EFFECTIVENESS DATE: 20221031
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Winch Advisory Services, LLC
CENTRAL INDEX KEY: 0001585822
IRS NUMBER: 391923903
STATE OF INCORPORATION: WI
FISCAL YEAR END: 1213
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-16148
FILM NUMBER: 221345368
BUSINESS ADDRESS:
STREET 1: 424 E WISCONSIN AVENUE
CITY: APPLETON
STATE: WI
ZIP: 54911
BUSINESS PHONE: 920-739-8577
MAIL ADDRESS:
STREET 1: 424 E WISCONSIN AVENUE
CITY: APPLETON
STATE: WI
ZIP: 54911
13F-HR
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09-30-2022
09-30-2022
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Winch Advisory Services, LLC
424 E Wisconsin Avenue
Appleton
WI
54911
13F HOLDINGS REPORT
028-16148
N
Christina V. Winch
CEO
920-739-8577
/s/ Christina V. Winch
Appleton
WI
10-31-2022
0
430
232821
INFORMATION TABLE
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infotable.xml
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0
24
INNOVATIVE INDUSTRIAL PROPERTIES INC CL A
COM
45781V101
5
52
SH
SOLE
0
0
52
ILLUMINA INC
COM
452327109
17
88
SH
SOLE
0
0
88
INTEL CORP
COM
458140100
25
953
SH
SOLE
0
0
953
INTL PAPER COMPANY
COM
460146103
18
577
SH
SOLE
0
0
577
ETF MANAGERS ETFMG PRIME MOBILE PAYMENTS ETF
ETF
26924G409
6
163
SH
SOLE
0
0
163
IPG PHOTONICS CORP
COM
44980X109
6
75
SH
SOLE
0
0
75
ISHARES U S AEROSPACE & DEFENSE ETF
ETF
464288760
6
65
SH
SOLE
0
0
65
ILLINOIS TOOL WORKS INC
COM
452308109
25
140
SH
SOLE
0
0
140
INVENTRUST PROPERTIES CORP NEW
COM
46124J201
22
1022
SH
SOLE
0
0
1022
ISHARES RUSSELL 2000 ETF
ETF
464287655
122
742
SH
SOLE
0
0
742
ISHARES GLOBAL ENERGY ETF
ETF
464287341
5
155
SH
SOLE
0
0
155
ISHARES U S REAL ESTATE ETF
ETF
464287739
63
771
SH
SOLE
0
0
771
JACOBS SOLUTIONS INC
COM
46982L108
58
532
SH
SOLE
0
0
532
JOHNSON CONTROLS INTL PLC
COM
G51502105
25
502
SH
SOLE
0
0
502
BARCLAYS BANK IPATH SER B BLOOMBERG INDL METALS SUBINDEX ETN
ETF
06746P514
7
126
SH
SOLE
0
0
126
JOHNSON & JOHNSON
COM
478160104
317
1943
SH
SOLE
0
0
1943
JPMORGAN CHASE & CO
COM
46625H100
2493
23859
SH
SOLE
0
0
23859
KRAFT HEINZ CO
COM
500754106
27
810
SH
SOLE
0
0
810
KLA CORP
COM
482480100
182
602
SH
SOLE
0
0
602
KIMBERLY CLARK CORP
COM
494368103
209
1859
SH
SOLE
0
0
1859
KINDER MORGAN INC DE
COM
49456B101
6
340
SH
SOLE
0
0
340
COCA-COLA COMPANY
COM
191216100
1381
24656
SH
SOLE
0
0
24656
KATAPULT HOLDINGS INC
COM
485859102
0
20
SH
SOLE
0
0
20
KONTOOR BRANDS INC
COM
50050N103
1
28
SH
SOLE
0
0
28
LUCID GROUP INC
COM
549498103
1
50
SH
SOLE
0
0
50
GLOBAL X LITHIUM & BATTERY TECH ETF
ETF
37954Y855
1
11
SH
SOLE
0
0
11
ELI LILLY & CO
COM
532457108
27
82
SH
SOLE
0
0
82
LOCKHEED MARTIN CORP
COM
539830109
45
116
SH
SOLE
0
0
116
CHENIERE ENERGY INC NEW
COM
16411R208
2
10
SH
SOLE
0
0
10
ALLIANT ENERGY CORP
COM
018802108
4
81
SH
SOLE
0
0
81
LOWES COMPANIES INC
COM
548661107
14
74
SH
SOLE
0
0
74
LAM RESEARCH CORP
COM
512807108
78
213
SH
SOLE
0
0
213
LIVENT CORP
COM
53814L108
34
1105
SH
SOLE
0
0
1105
LUMEN TECHNOLOGIES INC LA
COM
550241103
1
117
SH
SOLE
0
0
117
SOUTHWEST AIRLINES CO
COM
844741108
21
669
SH
SOLE
0
0
669
LIGHTWAVE LOGIC INC
COM
532275104
1
110
SH
SOLE
0
0
110
LYONDELLBASELL INDUSTRIES N V ORD SHS CL A
COM
N53745100
40
533
SH
SOLE
0
0
533
MASTERCARD INC CL A
COM
57636Q104
1321
4645
SH
SOLE
0
0
4645
ETF SOLUTIONS POINT BRIDGE AMERICA FIRST ETF
ETF
26922A628
10
277
SH
SOLE
0
0
277
MAIN STREET CAPITAL CORP
COM
56035L104
28
830
SH
SOLE
0
0
830
MATIV HOLDINGS INC
COM
808541106
3
141
SH
SOLE
0
0
141
MAXEON SOLAR TECHNOLOGIES LTD
COM
Y58473102
1
26
SH
SOLE
0
0
26
MCDONALDS CORP
COM
580135101
305
1324
SH
SOLE
0
0
1324
MEDTRONIC PLC
COM
G5960L103
780
9662
SH
SOLE
0
0
9662
SPDR S&P MID CAP 400 ETF
ETF
78467Y107
121
301
SH
SOLE
0
0
301
META PLATFORMS INC CL A
COM
30303M102
1051
7749
SH
SOLE
0
0
7749
ETFMG ALTERNATIVE HARVEST ETF
ETF
26924G508
3
597
SH
SOLE
0
0
597
MC CORMICK & CO INC NON VOTING
COM
579780206
8
115
SH
SOLE
0
0
115
3M COMPANY
COM
88579Y101
393
3556
SH
SOLE
0
0
3556
ALTRIA GROUP INC
COM
02209S103
15
368
SH
SOLE
0
0
368
MARATHON PETROLEUM CORP
COM
56585A102
28
278
SH
SOLE
0
0
278
MEDICAL PROPERTIES TRUST
COM
58463J304
2
206
SH
SOLE
0
0
206
MERCK & COMPANY INC NEW
COM
58933Y105
30
347
SH
SOLE
0
0
347
MODERNA INC
COM
60770K107
16
132
SH
SOLE
0
0
132
MARATHON OIL CORP
COM
565849106
5
228
SH
SOLE
0
0
228
MARVELL TECHNOLOGY INC
COM
573874104
2074
48334
SH
SOLE
0
0
48334
MICROSOFT CORP
COM
594918104
11211
48138
SH
SOLE
0
0
48138
MOTOROLA SOLUTIONS INC NEW
COM
620076307
20
91
SH
SOLE
0
0
91
MANITOWOC COMPANY INC NEW
COM
563571405
1
152
SH
SOLE
0
0
152
BLACKROCK SHORT MATURITY BOND ETF
ETF
46431W507
61
1247
SH
SOLE
0
0
1247
NEXTERA ENERGY INC
COM
65339F101
10
131
SH
SOLE
0
0
131
NETFLIX INC
COM
64110L106
1633
6938
SH
SOLE
0
0
6938
NISOURCE INC
COM
65473P105
2
74
SH
SOLE
0
0
74
NICOLET BANKSHARES INC
COM
65406E102
35
497
SH
SOLE
0
0
497
NIO INC ADS REPSTG CL A ORD SHS
COM
62914V106
0
31
SH
SOLE
0
0
31
NIKE INC CL B
COM
654106103
1372
16502
SH
SOLE
0
0
16502
NORTHROP GRUMMAN CORP
COM
666807102
923
1963
SH
SOLE
0
0
1963
NUCOR CORP
COM
670346105
10
90
SH
SOLE
0
0
90
NVIDIA CORP
COM
67066G104
3997
32925
SH
SOLE
0
0
32925
NEW YORK TIMES CL A
COM
650111107
0
8
SH
SOLE
0
0
8
ORGANON & CO
COM
68622V106
1
23
SH
SOLE
0
0
23
PROSHARES K-1 FREE CRUDE OIL STRATEGY NEW ETF
ETF
74347G804
1
13
SH
SOLE
0
0
13
OLIN CORP NEW
COM
680665205
15
345
SH
SOLE
0
0
345
OMNICOM GROUP INC
COM
681919106
3
40
SH
SOLE
0
0
40
ON SEMICONDUCTOR CORP
COM
682189105
2
25
SH
SOLE
0
0
25
OFFICE PROPERTIES INCOME TRUST SBI
COM
67623C109
1
106
SH
SOLE
0
0
106
ORACLE CORP
COM
68389X105
1
16
SH
SOLE
0
0
16
OSHKOSH CORP
COM
688239201
10
147
SH
SOLE
0
0
147
PALO ALTO NETWORKS INC
COM
697435105
5
33
SH
SOLE
0
0
33
GLOBAL X U S INFRASTRUCTURE DEVELOPMENT ETF
ETF
37954Y673
24
1027
SH
SOLE
0
0
1027
PAYCHEX INC
COM
704326107
8
68
SH
SOLE
0
0
68
PANASONIC HOLDINGS CORP ADR
COM
69832A205
1
101
SH
SOLE
0
0
101
PEPSICO INC
COM
713448108
137
839
SH
SOLE
0
0
839
PFIZER INC
COM
717081103
398
9096
SH
SOLE
0
0
9096
ISHARES TRUST ISHARES PREFERRED & INCOME SECS ETF
ETF
464288687
10
304
SH
SOLE
0
0
304
PRINCIPAL FINANCIAL GROUP INC
COM
74251V102
26
365
SH
SOLE
0
0
365
PROCTER & GAMBLE CO
COM
742718109
699
5533
SH
SOLE
0
0
5533
PHUNWARE INC
COM
71948P100
0
92
SH
SOLE
0
0
92
INVESCO BUYBACK ACHIEVERS ETF
ETF
46137V308
3
42
SH
SOLE
0
0
42
PLUG POWER INC NEW
COM
72919P202
1
31
SH
SOLE
0
0
31
PLURI INC
COM
72942G104
0
206
SH
SOLE
0
0
206
PLEXUS CORP
COM
729132100
18
200
SH
SOLE
0
0
200
PHILIP MORRIS INTL INC
COM
718172109
8
98
SH
SOLE
0
0
98
GLOBAL X CANNABIS NEW ETF
ETF
37954Y145
4
264
SH
SOLE
0
0
264
PRUDENTIAL FINANCIAL INC
COM
744320102
16
182
SH
SOLE
0
0
182
PUBLIC STORAGE INC
COM
74460D109
23
80
SH
SOLE
0
0
80
PELOTON INTERACTIVE INC CL A
COM
70614W100
1
200
SH
SOLE
0
0
200
PROTERRA INC
COM
74374T109
0
67
SH
SOLE
0
0
67
PAYPAL HOLDINGS INC
COM
70450Y103
1274
14803
SH
SOLE
0
0
14803
FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX ETF
ETF
33733E500
10
184
SH
SOLE
0
0
184
QUALCOMM INC
COM
747525103
61
536
SH
SOLE
0
0
536
INVESCO QQQ ETF
ETF
46090E103
7296
27300
SH
SOLE
0
0
27300
INVESCO NASDAQ NEXT GEN 100 ETF
ETF
46138G631
21
957
SH
SOLE
0
0
957
QUANTUMSCAPE CORP CL A
COM
74767V109
1
117
SH
SOLE
0
0
117
QUAD GRAPHICS INC CL A
COM
747301109
3
1000
SH
SOLE
0
0
1000
STURM RUGER & CO INC
COM
864159108
4
81
SH
SOLE
0
0
81
RIVIAN AUTOMOTIVE INC CL A
COM
76954A103
4
127
SH
SOLE
0
0
127
EXCHANGE TRADED CONCEPTS TRUST ROBO GLOBAL ROBOTICS&AUTOMATION ETF
ETF
301505707
146
3528
SH
SOLE
0
0
3528
ROKU INC SER A
COM
77543R102
1
12
SH
SOLE
0
0
12
ROPER TECHNOLOGIES INC
COM
776696106
543
1511
SH
SOLE
0
0
1511
RAPID7 INC
COM
753422104
2
55
SH
SOLE
0
0
55
INVESCO S&P 500 EQUAL WEIGHT ETF
ETF
46137V357
2
13
SH
SOLE
0
0
13
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
829
10131
SH
SOLE
0
0
10131
SENTINELONE INC CL A
COM
81730H109
2
90
SH
SOLE
0
0
90
STARBUCKS CORP
COM
855244109
981
11640
SH
SOLE
0
0
11640
SCHWAB CHARLES CORP NEW
COM
808513105
4
54
SH
SOLE
0
0
54
SHARING ECONOMY INTL INC NEW
COM
819534207
0
100
SH
SOLE
0
0
100
WISDOMTREE YIELD ENHANCED U S SHORT TERM AGGREGATE BD ETF
ETF
97717Y808
357
7724
SH
SOLE
0
0
7724
SHELL PLC SPONSORED ADR REPSTG ORD SHS
COM
780259305
3
63
SH
SOLE
0
0
63
ISHARES SHORT TREASURY BOND ETF
ETF
464288679
11546
104960
SH
SOLE
0
0
104960
SHERWIN WILLIAMS CO
COM
824348106
2
12
SH
SOLE
0
0
12
ISHARES 1-3 YR TREASURY BOND ETF
ETF
464287457
4752
58520
SH
SOLE
0
0
58520
SMUCKER JM COMPANY NEW
COM
832696405
3
19
SH
SOLE
0
0
19
FIRST TRUST CLOUD COMPUTING INDEX ETF
ETF
33734X192
40
655
SH
SOLE
0
0
655
SCHLUMBERGER LTD
COM
806857108
18
499
SH
SOLE
0
0
499
ISHARES SILVER TRUST
ETF
46428Q109
25
1449
SH
SOLE
0
0
1449
VANECK STEEL ETF
ETF
92189F205
30
619
SH
SOLE
0
0
619
VANECK SEMICONDUCTOR ETF
ETF
92189F676
275
1483
SH
SOLE
0
0
1483
SNAP INC CL A
COM
83304A106
0
25
SH
SOLE
0
0
25
SCHNEIDER NATL INC WI CL B
COM
80689H102
16
809
SH
SOLE
0
0
809
GLOBAL X INTERNET OF THINGS ETF
ETF
37954Y780
1
51
SH
SOLE
0
0
51
SANOFI SPON ADR
COM
80105N105
6
148
SH
SOLE
0
0
148
SOUTHERN COMPANY
COM
842587107
14
199
SH
SOLE
0
0
199
SUNNY OPTICAL TECH GRP COMPANY LTD ADR
COM
86745T105
0
4
SH
SOLE
0
0
4
SPDR PORTFOLIO AGGREGATE BOND ETF
ETF
78464A649
560
22460
SH
SOLE
0
0
22460
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
ETF
78463X889
1
27
SH
SOLE
0
0
27
SPDR PORTFOLIO EMERGING MARKETS ETF
ETF
78463X509
2467
79482
SH
SOLE
0
0
79482
SIMON PROPERTY GROUP INC NEW
COM
828806109
12
131
SH
SOLE
0
0
131
SPDR PORTFOLIO INTERMEDIATE TERM CORP BOND ETF
ETF
78464A375
544
17375
SH
SOLE
0
0
17375
SPDR TIPS ETF
ETF
78464A656
1035
40798
SH
SOLE
0
0
40798
SPDR PORTFOLIO S&P 500 ETF
ETF
78464A854
40
956
SH
SOLE
0
0
956
SPDR PORTFOLIO S&P 400 MID CAP ETF
ETF
78464A847
24
610
SH
SOLE
0
0
610
SPOTIFY TECHNOLOGY SA
COM
L8681T102
0
1
SH
SOLE
0
0
1
SPDR PORTFOLIO SHORT TERM CORP BOND ETF
ETF
78464A474
42
1445
SH
SOLE
0
0
1445
SPROUT SOCIAL INC CL A
COM
85209W109
1
13
SH
SOLE
0
0
13
SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
ETF
78464A805
20385
462146
SH
SOLE
0
0
462146
SPDR PORTFOLIO SHORT TERM TREASURY ETF
ETF
78468R101
495
17121
SH
SOLE
0
0
17121
SUNPOWER CORP
COM
867652406
1
52
SH
SOLE
0
0
52
SPDR S&P 500 ETF
ETF
78462F103
1663
4657
SH
SOLE
0
0
4657
SPDR PORTFOLIO S&P 500 GROWTH ETF
ETF
78464A409
13
252
SH
SOLE
0
0
252
SPDR PORTFOLIO S&P 500 VALUE ETF
ETF
78464A508
74
2132
SH
SOLE
0
0
2132
BLOCK INC CL A
COM
852234103
0
7
SH
SOLE
0
0
7
SEAGATE TECHNOLOGY HOLDINGS PUBLIC LTD CO
COM
G7997R103
2
36
SH
SOLE
0
0
36
CONSTELLATION BRANDS INC CL A
COM
21036P108
12
52
SH
SOLE
0
0
52
SMITH & WESSON BRANDS INC
COM
831754106
3
280
SH
SOLE
0
0
280
SKYWORKS SOLUTIONS INC
COM
83088M102
9
103
SH
SOLE
0
0
103
STRYKER CORP
COM
863667101
3419
16879
SH
SOLE
0
0
16879
SYSCO CORP
COM
871829107
3
45
SH
SOLE
0
0
45
AT&T INC
COM
00206R102
243
15855
SH
SOLE
0
0
15855
TENCENT HOLDINGS LTD UNSPON ADR
COM
88032Q109
3
94
SH
SOLE
0
0
94
CONTAINER STORE GROUP INC
COM
210751103
0
100
SH
SOLE
0
0
100
TELADOC HEALTH INC
COM
87918A105
2
62
SH
SOLE
0
0
62
TE CONNECTIVITY LTD
COM
H84989104
2
18
SH
SOLE
0
0
18
TARGET CORP
COM
87612E106
61
412
SH
SOLE
0
0
412
TJX COS INC NEW
COM
872540109
24
387
SH
SOLE
0
0
387
THERMO FISHER SCIENTIFIC INC
COM
883556102
41
80
SH
SOLE
0
0
80
T-MOBILE US INC
COM
872590104
9
65
SH
SOLE
0
0
65
TPI COMPOSITES INC
COM
87266J104
0
19
SH
SOLE
0
0
19
TIMOTHY PLAN U S LARGE MID CAP CORE ETF
ETF
887432359
10
317
SH
SOLE
0
0
317
PRICE T ROWE GROUP INC
COM
74144T108
2
20
SH
SOLE
0
0
20
TC ENERGY CORP
COM
87807B107
3
76
SH
SOLE
0
0
76
TPG RE FINANCE TRUST INC
COM
87266M107
2
326
SH
SOLE
0
0
326
TESLA INC
COM
88160R101
763
2875
SH
SOLE
0
0
2875
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD SPON ADR
COM
874039100
16
235
SH
SOLE
0
0
235
TOTALENERGIES SE SPON ADR
COM
89151E109
4
87
SH
SOLE
0
0
87
TWITTER INC
COM
90184L102
6
137
SH
SOLE
0
0
137
TEXAS INSTRUMENTS INC
COM
882508104
1271
8210
SH
SOLE
0
0
8210
UNDER ARMOUR INC CL C
COM
904311206
3
440
SH
SOLE
0
0
440
UNITED AIRLINES HOLDINGS INC
COM
910047109
2
50
SH
SOLE
0
0
50
SPDR SSGA ULTRA SHORT TERM BOND ETF
ETF
78467V707
294
7357
SH
SOLE
0
0
7357
UNITEDHEALTH GROUP INC
COM
91324P102
137
271
SH
SOLE
0
0
271
UNITED PARCEL SERVICE INC CL B
COM
911312106
29
180
SH
SOLE
0
0
180
U S BANCORP DE NEW
COM
902973304
6
154
SH
SOLE
0
0
154
VISA INC CL A
COM
92826C839
4408
24814
SH
SOLE
0
0
24814
VANGUARD MATERIALS ETF
ETF
92204A801
262
1763
SH
SOLE
0
0
1763
VANGUARD SMALL CAP ETF
ETF
922908751
156
911
SH
SOLE
0
0
911
VISTEON CORP NEW
COM
92839U206
0
1
SH
SOLE
0
0
1
VANGUARD SHORT TERM CORP BOND ETF
ETF
92206C409
647
8716
SH
SOLE
0
0
8716
VANGUARD ENERGY ETF
ETF
92204A306
11
111
SH
SOLE
0
0
111
VANGUARD FTSE DEVELOPED MKTS ETF
ETF
921943858
10
269
SH
SOLE
0
0
269
V F CORP
COM
918204108
6
198
SH
SOLE
0
0
198
VANGUARD FINANCIALS ETF
ETF
92204A405
334
4491
SH
SOLE
0
0
4491
VANGUARD FTSE EUROPE ETF
ETF
922042874
61
1322
SH
SOLE
0
0
1322
VANGUARD SHORT TERM TREASURY ETF
ETF
92206C102
29674
513476
SH
SOLE
0
0
513476
VANGUARD INFORMATION TECHNOLOGY ETF
ETF
92204A702
9
28
SH
SOLE
0
0
28
VANGUARD HEALTH CARE ETF
ETF
92204A504
410
1834
SH
SOLE
0
0
1834
VANGUARD DIVIDEND APPRECIATION ETF
ETF
921908844
9
69
SH
SOLE
0
0
69
VANGUARD INDUSTRIALS ETF
ETF
92204A603
197
1251
SH
SOLE
0
0
1251
VALERO ENERGY CORP
COM
91913Y100
120
1119
SH
SOLE
0
0
1119
VANGUARD MID CAP ETF
ETF
922908629
5
24
SH
SOLE
0
0
24
VODAFONE GROUP PLC NEW SPON ADR NO PAR
COM
92857W308
8
684
SH
SOLE
0
0
684
VANGUARD MID CAP GROWTH ETF
ETF
922908538
24
139
SH
SOLE
0
0
139
VISTA OUTDOOR INC
COM
928377100
4
145
SH
SOLE
0
0
145
VANGUARD TOTAL STOCK MARKET ETF
ETF
922908769
376
2094
SH
SOLE
0
0
2094
VANGUARD SHORT TERM INFLATION PROTECTED SECURITIES ETF
ETF
922020805
1276
26520
SH
SOLE
0
0
26520
VIATRIS INC
COM
92556V106
13
1526
SH
SOLE
0
0
1526
VANGUARD VALUE ETF
ETF
922908744
37
298
SH
SOLE
0
0
298
VANGUARD GROWTH ETF
ETF
922908736
29
137
SH
SOLE
0
0
137
VALVOLINE INC
COM
92047W101
53
2090
SH
SOLE
0
0
2090
VANGUARD FTSE EMERGING MARKETS ETF
ETF
922042858
164
4499
SH
SOLE
0
0
4499
VANGUARD TOTAL INTL STOCK INDEX FUND ETF
ETF
921909768
25
555
SH
SOLE
0
0
555
VANGUARD HIGH DIVIDEND YIELD ETF
ETF
921946406
110
1154
SH
SOLE
0
0
1154
VERIZON COMMUNICATIONS INC
COM
92343V104
320
8421
SH
SOLE
0
0
8421
WALGREENS BOOTS ALLIANCE INC
COM
931427108
50
1589
SH
SOLE
0
0
1589
WARNER BROS DISCOVERY INC SER A
COM
934423104
6
515
SH
SOLE
0
0
515
WEC ENERGY GROUP INC
COM
92939U106
617
6895
SH
SOLE
0
0
6895
WELLTOWER INC
COM
95040Q104
16
242
SH
SOLE
0
0
242
WELLS FARGO & CO NEW
COM
949746101
71
1753
SH
SOLE
0
0
1753
ENCORE WIRE CORP
COM
292562105
9
76
SH
SOLE
0
0
76
WASTE MANAGEMENT INC DEL
COM
94106L109
129
805
SH
SOLE
0
0
805
WALMART INC
COM
931142103
357
2752
SH
SOLE
0
0
2752
SOLARWINDOW TECHNOLOGIES INC
COM
83417L106
0
216
SH
SOLE
0
0
216
WOLFSPEED INC
COM
977852102
11
104
SH
SOLE
0
0
104
WILLIAMS SONOMA INC
COM
969904101
4
35
SH
SOLE
0
0
35
ESSENTIAL UTILITIES INC
COM
29670G102
1
25
SH
SOLE
0
0
25
WEYERHAEUSER CO
COM
962166104
2
66
SH
SOLE
0
0
66
UNITED STATES STEEL CORP NEW
COM
912909108
59
3255
SH
SOLE
0
0
3255
SPDR S&P AEROSPACE & DEFENSE ETF
ETF
78464A631
3
29
SH
SOLE
0
0
29
XCEL ENERGY INC
COM
98389B100
71
1107
SH
SOLE
0
0
1107
XIAOMI CORP CL B
COM
G9830T106
1
860
SH
SOLE
0
0
860
SECTOR MATERIALS SELECT SECTOR SPDR ETF
ETF
81369Y100
12
180
SH
SOLE
0
0
180
SELECT SECTOR COMMUNICATION SERVICES SELECT SECTOR SPDR ETF
ETF
81369Y852
49
1029
SH
SOLE
0
0
1029
SECTOR ENERGY SELECT SECTOR SPDR ETF
ETF
81369Y506
118
1635
SH
SOLE
0
0
1635
SECTOR FINANCIAL SELECT SECTOR SPDR ETF
ETF
81369Y605
55
1805
SH
SOLE
0
0
1805
SECTOR INDUSTRIAL SELECT SECTOR SPDR ETF
ETF
81369Y704
13
161
SH
SOLE
0
0
161
SECTOR TECHNOLOGY SELECT SECTOR SPDR ETF
ETF
81369Y803
68
570
SH
SOLE
0
0
570
SECTOR CONSUMER STAPLES SELECT SECTOR SPDR ETF
ETF
81369Y308
3
47
SH
SOLE
0
0
47
SELECT SECTOR TR REAL ESTATE SPDR ETF
ETF
81369Y860
3
86
SH
SOLE
0
0
86
SELECT UTILITIES SELECT SECTOR SPDR ETF
ETF
81369Y886
10
157
SH
SOLE
0
0
157
SECTOR HEALTHCARE SELECT SECTOR SPDR ETF
ETF
81369Y209
43
353
SH
SOLE
0
0
353
CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF
ETF
81369Y407
18
125
SH
SOLE
0
0
125
SPDR SERIES TRUST S&P METALS & MINING ETF
ETF
78464A755
20
467
SH
SOLE
0
0
467
EXXON MOBIL CORP
COM
30231G102
127
1453
SH
SOLE
0
0
1453
XPENG INC ADS REPSTG CL A ORD SHS
COM
98422D105
0
28
SH
SOLE
0
0
28
CRRC CORP LTD SHS H
COM
Y1818X100
0
1400
SH
SOLE
0
0
1400
YETI HOLDINGS INC
COM
98585X104
1
50
SH
SOLE
0
0
50
YUM BRANDS INC
COM
988498101
11
99
SH
SOLE
0
0
99
YUM CHINA HOLDINGS INC
COM
98850P109
6
117
SH
SOLE
0
0
117
ZIMMER BIOMET HOLDINGS INC
COM
98956P102
16
150
SH
SOLE
0
0
150
ZIMVIE INC
COM
98888T107
0
15
SH
SOLE
0
0
15
ZOETIS INC CL A
COM
98978V103
2
11
SH
SOLE
0
0
11