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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
NUSNu Skin Enterprises Inc
Recent Activity
Exited
0%
$743
101 shares@ $7.36 avg price
INTTIntest Corp
Recent Activity
Exited
0%
$730
100 shares@ $7.3 avg price
FCELBFuelcell Energy Inc Par
Recent Activity
Exited
0%
$703
1,850 shares@ $0.38 avg price
ARQArq Inc
Recent Activity
Exited
0%
$587
100 shares@ $5.87 avg price
ISTBIshares Core 1-5 Year Usd Bond Etf
Recent Activity
Exited
0%
$586
12 shares@ $48.84 avg price
MNTXManitex International Inc
Recent Activity
Exited
0%
$563
100 shares@ $5.63 avg price
NGLNgl Energy Partners Lp
Recent Activity
Exited
0%
$450
100 shares@ $4.5 avg price
WBDWarner Bros Discovery Inc Ser A
Recent Activity
Exited
0%
$297
36 shares@ $8.25 avg price
DNAGinkgo Bioworks Holdings Inc Cl A New
Recent Activity
Exited
0%
$269
33 shares@ $8.16 avg price
IJHIshares Core S&p Mid Cap Etf
Recent Activity
Exited
0%
$250
4 shares@ $62.5 avg price