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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
RPRXRoyalty Pharma Plc Cl A
Recent Activity
New Position
0.01%
$7,653
300 shares@ $25.51 avg price
DCIDonaldson Co Inc
Recent Activity
New Position
0.01%
$7,139
106 shares@ $67.35 avg price
EIXEdison Intl
Recent Activity
New Position
0.01%
$6,707
84 shares@ $79.85 avg price
TPRTapestry Inc
Recent Activity
New Position
0.01%
$6,569
101 shares@ $65.04 avg price
NCLHNorwegian Cruise Line Holdings Ltd
Recent Activity
New Position
0.01%
$6,535
254 shares@ $25.73 avg price
SRESempra
Recent Activity
New Position
0.01%
$6,053
69 shares@ $87.73 avg price
DELLDell Technologies Inc Cl C
Recent Activity
New Position
0.01%
$5,992
52 shares@ $115.24 avg price
FQVLFFirst Quantum Minerals Ltd
Recent Activity
New Position
0.01%
$5,982
463 shares@ $12.93 avg price
TRVTravelers Cos Inc
Recent Activity
New Position
0.01%
$5,781
24 shares@ $240.88 avg price
XLPSector Consumer Staples Select Sector Spdr Etf
Recent Activity
New Position
0.01%
$5,739
73 shares@ $78.62 avg price