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
SPTMSpdr Portfolio S&p 1500 Composite Stock Market Etf Recent Activity Increased 1.67%	10.66%	$40.974M 573,628 shares@ $71.44 avg price	Increased 1.67%
VCITVanguard Intermediate Term Corp Bond Etf Recent Activity Increased 26.03%	6.01%	$23.076M 287,484 shares@ $80.28 avg price	Increased 26.03%
CGMSCapital Group Fixed Income U S Multi Sector Income Etf Recent Activity Increased 25.37%	5.11%	$19.621M 719,243 shares@ $27.28 avg price	Increased 25.37%
VGSHVanguard Short Term Treasury Etf Recent Activity Increased 3.36%	4.7%	$18.043M 310,125 shares@ $58.18 avg price	Increased 3.36%
BILSpdr Bloomberg 1-3 Month T-bill Etf Recent Activity Increased 3.4%	4.08%	$15.674M 171,430 shares@ $91.43 avg price	Increased 3.4%
GOOGAlphabet Inc Cl C Recent Activity Increased 0.36%	3.24%	$12.433M 65,288 shares@ $190.44 avg price	Increased 0.36%
JPMJpmorgan Chase & Co Recent Activity Increased 0.5%	1.53%	$5.854M 24,421 shares@ $239.72 avg price	Increased 0.5%
SYKStryker Corp Recent Activity Increased 0.27%	1.38%	$5.304M 14,732 shares@ $360.05 avg price	Increased 0.27%
CRMSalesforce Inc Recent Activity Increased 1.28%	1.13%	$4.336M 12,970 shares@ $334.33 avg price	Increased 1.28%
GBILGoldman Sachs Access Treasury 0-1yr Etf Pricing Basket Recent Activity Increased 221.27%	1.11%	$4.252M 42,551 shares@ $99.93 avg price	Increased 221.27%