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Samuel R. Winch

@Winch Advisory Services, Llc

Latest period2024 - Q4ReportedManaged Assets$384.492MTotal holdings554
Assets growth rate6.34%Assets growth rate (2-Q avg)4.88%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Winch Advisory Services, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 554 positions.

Assets under management

The assets under management (AUM) of Winch Advisory Services, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 384.492M in assets, with a quarterly growth rate of 6.34% and a 2-quarter average growth rate of 4.88%. The portfolio is managed by Samuel R. Winch, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
LRCXLam Research Corp
Recent Activity
New Position
0.06%
$229,726
3,180 shares@ $72.25 avg price
WPCW P Carey Inc
Recent Activity
New Position
0.02%
$69,081
1,268 shares@ $54.49 avg price
BLKBlackrock Fdg Inc
Recent Activity
New Position
0.02%
$41,392
40 shares@ $1034.8 avg price
UALUnited Airlines Holdings Inc
Recent Activity
New Position
0.01%
$38,160
393 shares@ $97.1 avg price
FAXAbrdn Asia Pacific Income Fund Inc
Recent Activity
New Position
0.01%
$29,867
2,029 shares@ $14.73 avg price
BLDTopbuild Corp
Recent Activity
New Position
0.01%
$26,464
85 shares@ $311.35 avg price
IMOImperial Oil Ltd
Recent Activity
New Position
0.01%
$25,687
417 shares@ $61.6 avg price
PNCPnc Financial Services Group Inc
Recent Activity
New Position
0.01%
$25,456
132 shares@ $192.85 avg price
SAPSap Se Spon Adr
Recent Activity
New Position
0.01%
$22,159
90 shares@ $246.22 avg price
PLTRPalantir Technologies Inc Cl A
Recent Activity
New Position
0.01%
$20,420
270 shares@ $75.63 avg price