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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
KDPKeurig Dr Pepper Inc
Recent Activity
New Position
0.01%
$15,867
494 shares@ $32.12 avg price
DFAXDimensional World Ex U S Core Equity 2 Etf
Recent Activity
New Position
0.01%
$14,429
580 shares@ $24.88 avg price
SIRISirius Xm Holdings Inc
Recent Activity
New Position
0.01%
$14,403
632 shares@ $22.79 avg price
DEODiageo Plc Spon Adr
Recent Activity
New Position
0.01%
$14,366
113 shares@ $127.14 avg price
DFUSDimensional U S Equity Market Etf
Recent Activity
New Position
0.01%
$14,139
222 shares@ $63.69 avg price
SVALIshares Us Small Cap Value Factor Etf
Recent Activity
New Position
0.01%
$13,934
429 shares@ $32.49 avg price
WSOWatsco Inc Cl A
Recent Activity
New Position
0.01%
$13,743
29 shares@ $473.9 avg price
IXPIshares Global Comm Services Etf
Recent Activity
New Position
0.01%
$13,244
137 shares@ $96.68 avg price
CCICrown Castle Inc
Recent Activity
New Position
0.01%
$12,979
143 shares@ $90.77 avg price
NTRSNorthern Trust Corp
Recent Activity
New Position
0.01%
$12,505
122 shares@ $102.5 avg price