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
VZVerizon Communications Inc Recent Activity Increased 4.13%	0.37%	$1.419M 35,496 shares@ $39.99 avg price	Increased 4.13%
TXNTexas Instruments Inc Recent Activity Increased 2.36%	0.37%	$1.404M 7,487 shares@ $187.52 avg price	Increased 2.36%
RTXRtx Corp Recent Activity Increased 3.78%	0.37%	$1.401M 12,110 shares@ $115.72 avg price	Increased 3.78%
PGProcter & Gamble Co Recent Activity Increased 6.47%	0.33%	$1.237M 7,376 shares@ $167.64 avg price	Increased 6.47%
EBAYEbay Inc Recent Activity Increased 0.6%	0.31%	$1.166M 18,828 shares@ $61.96 avg price	Increased 0.6%
WMTWalmart Inc Recent Activity Increased 13.06%	0.28%	$1.061M 11,743 shares@ $90.35 avg price	Increased 13.06%
USHYIshares Broad Usd High Yield Corporate Bd Etf Recent Activity Increased 9.85%	0.27%	$1.002M 27,246 shares@ $36.79 avg price	Increased 9.85%
NOCNorthrop Grumman Corp Recent Activity Increased 5.41%	0.25%	$941,961 2,007 shares@ $469.34 avg price	Increased 5.41%
CVXChevron Corp Recent Activity Increased 10.76%	0.24%	$896,473 6,189 shares@ $144.85 avg price	Increased 10.76%
GOOGLAlphabet Inc Cl A Recent Activity Increased 1.35%	0.22%	$830,237 4,386 shares@ $189.3 avg price	Increased 1.35%