test

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
AAAUGoldman Sachs Physical Gold Etf
Recent Activity
Increased 1.1%
1.01%
$3.879M
149,558 shares@ $25.94 avg price
SPYSpdr S&p 500 Etf
Recent Activity
Increased 0.89%
0.97%
$3.723M
6,352 shares@ $586.1 avg price
COSTCostco Wholesale Corp
Recent Activity
Increased 0.97%
0.78%
$2.964M
3,235 shares@ $916.2 avg price
ADBEAdobe Inc
Recent Activity
Increased 2.95%
0.72%
$2.764M
6,215 shares@ $444.68 avg price
SPEMSpdr Portfolio Emerging Markets Etf
Recent Activity
Increased 0.9%
0.69%
$2.615M
68,161 shares@ $38.38 avg price
DISWalt Disney Co
Recent Activity
Increased 1.79%
0.54%
$2.059M
18,489 shares@ $111.35 avg price
SPIBSpdr Portfolio Intermediate Term Corp Bond Etf
Recent Activity
Increased 21.02%
0.52%
$1.961M
59,857 shares@ $32.76 avg price
KOCoca-cola Company
Recent Activity
Increased 9.47%
0.5%
$1.894M
30,425 shares@ $62.27 avg price
MAMastercard Inc Cl A
Recent Activity
Increased 0.81%
0.45%
$1.714M
3,255 shares@ $526.5 avg price
SPABSpdr Portfolio Aggregate Bond Etf
Recent Activity
Increased 12.77%
0.44%
$1.665M
66,638 shares@ $25.0 avg price