WINCH ADVISORY SERVICES, LLC Information

424 E WISCONSIN AVENUE, APPLETON, Wisconsin, 54911, (920) 739-8577

Report Date: 03/31/2015

Position Statistics

Total Positions 338
New Positions 302
Increased Positions 307
Decreased Positions 31
Positions with Activity 338
Sold Out Positions 8
Total Mkt Value (in $ millions) 174

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 2.15%
Capital Goods 5.17%
Conglomerates
Consumer Cyclical 3.12%
Consumer/Non-Cyclical 4.82%
Energy 0.73%
Financial 40.69%
Healthcare 10.74%
Services 17.06%
Technology 11.39%
Transportation 2.88%
Utilities 0.4%

338 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
APPLE INC COM 16,353 -3,729 (18.57) 123,379
BERKSHIRE HATHAWAY INC DEL CL B NEW 15,603 15,603 New 107,905
VANGUARD WORLD FDS HEALTH CAR ETF 12,224 3,110 34.12 87,550
DISNEY WALT CO COM DISNEY 11,305 916 8.82 102,533
3M CO COM 8,599 -1,853 (17.73) 53,417
RYDEX ETF TRUST GUG S&P500EQWTTE 6,721 6,721 New 70,698
COCA COLA CO COM 5,953 5,953 New 144,448
MERCK & CO INC NEW COM 5,777 5,777 New 97,287
SELECT SECTOR SPDR TR SBI CONS DISCR 5,300 -1,266 (19.29) 68,885
AT&T INC COM 5,133 5,133 New 147,894
VERIZON COMMUNICATIONS INC COM 5,007 21 .41 100,924
SELECT SECTOR SPDR TR SBI HEALTHCARE 4,239 4,239 New 56,538
POWERSHARES QQQ TRUST UNIT SER 1 3,632 -2,518 (40.94) 32,881
JOHNSON & JOHNSON COM 3,618 -8 (0.23) 35,700
DU PONT E I DE NEMOURS & CO COM 3,497 -960 (21.55) 49,396
POWERSHS DB US DOLLAR INDEX TR DOLL INDX BULL 3,486 3,486 New 137,911
LILLY ELI & CO COM 3,466 -1,376 (28.43) 46,644
ANTHEM INC COM 3,130 536 20.68 19,065
BERKSHIRE HATHAWAY INC DEL CL A 2,821 -1,519 (35) 13
NIKE INC CL B 2,794 2,794 New 26,753


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