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
NXPINxp Semiconductors N V Recent Activity New Position	0.01%	$2,702 13 shares@ $207.85 avg price	New Position
TELTe Connectivity Plc Recent Activity New Position	0.01%	$2,701 19 shares@ $142.16 avg price	New Position
PSPInvesco Global Listed Private Equity New Etf Recent Activity New Position	0.01%	$2,671 40 shares@ $66.78 avg price	New Position
CTRACoterra Energy Inc Recent Activity New Position	0.01%	$2,554 100 shares@ $25.54 avg price	New Position
DFATDimensional U S Target Value Etf Recent Activity New Position	0.01%	$2,402 43 shares@ $55.87 avg price	New Position
SFMSprouts Farmers Market Inc Recent Activity New Position	0.01%	$2,287 18 shares@ $127.06 avg price	New Position
VBKVanguard Small Cap Growth Etf Recent Activity New Position	0.01%	$2,240 8 shares@ $280.0 avg price	New Position
SCHDSchwab U S Dividend Equity Etf Recent Activity New Position	0.01%	$2,213 81 shares@ $27.33 avg price	New Position
PCARPaccar Inc Recent Activity New Position	0.01%	$2,184 21 shares@ $104.0 avg price	New Position
BLDRBuilders Firstsource Inc Recent Activity New Position	0.01%	$2,144 15 shares@ $142.94 avg price	New Position