Samuel R. Winch

@Winch Advisory Services, Llc

Latest period2024 - Q4

Reported4d ago

Managed Assets$384.492M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
LRCXLam Research Corp Recent Activity Exited	0%	$200,709 246 shares@ $815.9 avg price	Exited
KEYKeycorp New Recent Activity Exited	0%	$59,838 3,572 shares@ $16.76 avg price	Exited
FAXAbrdn Asia Pacific Income Fund Inc New Recent Activity Exited	0%	$42,333 2,433 shares@ $17.4 avg price	Exited
BLKBlackrock Inc Recent Activity Exited	0%	$42,117 44 shares@ $957.21 avg price	Exited
VTIPVanguard Short Term Inflation Protected Securities Etf Recent Activity Exited	0%	$36,835 747 shares@ $49.32 avg price	Exited
IEFIshares 7-10yr Treasury Bond Etf Recent Activity Exited	0%	$19,977 204 shares@ $97.93 avg price	Exited
MROMarathon Oil Corp Recent Activity Exited	0%	$17,918 673 shares@ $26.63 avg price	Exited
DWMWisdomtree Intl Equity Fund Etf Recent Activity Exited	0%	$14,462 251 shares@ $57.62 avg price	Exited
IPIntl Paper Company Recent Activity Exited	0%	$12,327 252 shares@ $48.92 avg price	Exited
1254⤦Chs Inc Cl B Cuml Redeemable Pfd Ser 1 Perptl Recent Activity Exited	0%	$8,176 305 shares@ $26.81 avg price	Exited