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
SPGSimon Property Group Inc Recent Activity New Position	0.01%	$5,511 32 shares@ $172.22 avg price	New Position
ALSNAllison Transmission Hldgs Inc Recent Activity New Position	0.01%	$5,403 50 shares@ $108.06 avg price	New Position
AJGArthur J Gallagher & Company Recent Activity New Position	0.01%	$5,393 19 shares@ $283.85 avg price	New Position
CLLNYCellnex Telecom S A Adr Recent Activity New Position	0.01%	$5,114 328 shares@ $15.6 avg price	New Position
SCZIshares Msci Eafe Small Cap Etf Recent Activity New Position	0.01%	$5,103 84 shares@ $60.75 avg price	New Position
ELEstee Lauder Co Inc Recent Activity New Position	0.01%	$5,099 68 shares@ $74.99 avg price	New Position
DTEGYDeutsche Telekom Ag Spon Adr Recent Activity New Position	0.01%	$5,015 168 shares@ $29.86 avg price	New Position
SUISun Communities Inc Recent Activity New Position	0.01%	$4,796 39 shares@ $122.98 avg price	New Position
TRNOTerreno Realty Corp Recent Activity New Position	0.01%	$4,790 81 shares@ $59.14 avg price	New Position
HIIHuntington Ingalls Industries Inc Recent Activity New Position	0.01%	$4,724 25 shares@ $188.96 avg price	New Position