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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
TCSContainer Store Group Inc New
Recent Activity
Exited
0%
$56
6 shares@ $9.34 avg price
XWELXwell Inc 0.01 New
Recent Activity
Exited
0%
$43
25 shares@ $1.72 avg price
MAXNMaxeon Solar Technologies Ltd
Recent Activity
Exited
0%
$3
26 shares@ $0.12 avg price
0535⤦Avantair Inc
Recent Activity
Exited
0%
$0
300 shares@ $0.0 avg price
9858⤦Yingli Green Energy Hldg Company Ltd Adr New
Recent Activity
Exited
0%
$0
225 shares@ $0.0 avg price