Samuel R. Winch

@Winch Advisory Services, Llc

Latest period2024 - Q4

Reported5d 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
ETREntergy Corp Recent Activity New Position	0.01%	$11,980 158 shares@ $75.83 avg price	New Position
PRNDYPernod Ricard S A Spon Adr Recent Activity New Position	0.01%	$9,621 428 shares@ $22.48 avg price	New Position
MTBM&t Bank Corp Recent Activity New Position	0.01%	$9,212 49 shares@ $188.0 avg price	New Position
MMCMarsh & Mclennan Cos Inc Recent Activity New Position	0.01%	$8,921 42 shares@ $212.41 avg price	New Position
CICigna Group Cl B Recent Activity New Position	0.01%	$8,841 32 shares@ $276.29 avg price	New Position
BSXBoston Scientific Corp Recent Activity New Position	0.01%	$8,485 95 shares@ $89.32 avg price	New Position
HUMHumana Inc Recent Activity New Position	0.01%	$8,372 33 shares@ $253.7 avg price	New Position
GFLGfl Environmental Inc Sub Voting Shares Recent Activity New Position	0.01%	$8,240 185 shares@ $44.55 avg price	New Position
EADSYAirbus Se Adr Recent Activity New Position	0.01%	$8,206 206 shares@ $39.84 avg price	New Position
VOEVanguard Mid Cap Value Etf Recent Activity New Position	0.01%	$7,927 49 shares@ $161.78 avg price	New Position