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
TLTIshares 20 Yr Treasury Bond Etf Recent Activity New Position	0.01%	$20,412 234 shares@ $87.24 avg price	New Position
KVUEKenvue Inc Recent Activity New Position	0.01%	$19,898 932 shares@ $21.35 avg price	New Position
AMTAmerican Tower Corp New Recent Activity New Position	0.01%	$18,708 102 shares@ $183.42 avg price	New Position
EFAIshares Msci Eafe Etf Recent Activity New Position	0.01%	$17,239 228 shares@ $75.61 avg price	New Position
GSKGsk Plc Spon Adr Recent Activity New Position	0.01%	$17,113 506 shares@ $33.83 avg price	New Position
TDGTransdigm Group Inc Recent Activity New Position	0.01%	$16,475 13 shares@ $1267.31 avg price	New Position
EMBIshares Jpmorgan Usd Emerging Markets Bond Etf Recent Activity New Position	0.01%	$16,441 185 shares@ $88.88 avg price	New Position
HYGIshares Iboxx High Yield Corp Bond Etf Recent Activity New Position	0.01%	$16,439 209 shares@ $78.66 avg price	New Position
DFACDimensional U S Core Equity 2 Etf Recent Activity New Position	0.01%	$16,235 469 shares@ $34.62 avg price	New Position
LQDIshares Iboxx Investment Grade Corp Bond Etf Recent Activity New Position	0.01%	$16,032 150 shares@ $106.88 avg price	New Position