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
VSTOVista Outdoor Inc Recent Activity Exited	0%	$5,681 145 shares@ $39.18 avg price	Exited
WMBWilliams Cos Inc Del Recent Activity Exited	0%	$4,613 101 shares@ $45.68 avg price	Exited
MVOMv Oil Trust Trust Units Recent Activity Exited	0%	$3,784 400 shares@ $9.46 avg price	Exited
TELTe Connectivity Plc Recent Activity Exited	0%	$2,840 19 shares@ $149.48 avg price	Exited
HPEHewlett Packard Enterprise Company Recent Activity Exited	0%	$2,046 100 shares@ $20.46 avg price	Exited
WENWendys Co Recent Activity Exited	0%	$1,777 101 shares@ $17.6 avg price	Exited
NGLOYAnglo American Plc Spon Adr Recent Activity Exited	0%	$1,621 100 shares@ $16.21 avg price	Exited
WSBFWaterstone Financial Inc Md Recent Activity Exited	0%	$1,470 100 shares@ $14.7 avg price	Exited
EQTEqt Corp Recent Activity Exited	0%	$1,289 35 shares@ $36.83 avg price	Exited
IXUSIshares Core Msci Total Intl Stock Etf Recent Activity Exited	0%	$872 12 shares@ $72.67 avg price	Exited