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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
SHVIshares Short Treasury Bond Etf
Recent Activity
Decreased -3.4%
3.25%
$12.465M
113,201 shares@ $110.11 avg price
GOOGAlphabet Inc Cl C
Recent Activity
Increased 0.36%
3.24%
$12.433M
65,288 shares@ $190.44 avg price
BRK.BBerkshire Hathaway Inc Cl B
Recent Activity
Decreased -1.19%
3.01%
$11.571M
25,528 shares@ $453.28 avg price
VVisa Inc Cl A
Recent Activity
Decreased -0.98%
1.61%
$6.185M
19,570 shares@ $316.05 avg price
JPMJpmorgan Chase & Co
Recent Activity
Increased 0.5%
1.53%
$5.854M
24,421 shares@ $239.72 avg price
SYKStryker Corp
Recent Activity
Increased 0.27%
1.38%
$5.304M
14,732 shares@ $360.05 avg price
NFLXNetflix Inc
Recent Activity
Decreased -3.25%
1.29%
$4.923M
5,523 shares@ $891.36 avg price
MRVLMarvell Technology Inc
Recent Activity
Decreased -0.89%
1.27%
$4.873M
44,118 shares@ $110.45 avg price
CRMSalesforce Inc
Recent Activity
Increased 1.28%
1.13%
$4.336M
12,970 shares@ $334.33 avg price
METAMeta Platforms Inc Cl A
Recent Activity
Decreased -0.02%
1.12%
$4.273M
7,299 shares@ $585.48 avg price