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
CDNSCadence Design Systems Inc Recent Activity New Position	0.01%	$2,103 7 shares@ $300.43 avg price	New Position
BLNKBlink Charging Co Recent Activity New Position	0.01%	$2,085 1,500 shares@ $1.39 avg price	New Position
IWCIshares Microcap Etf Recent Activity New Position	0.01%	$1,825 14 shares@ $130.36 avg price	New Position
UTHRUnited Therapeutics Corp Recent Activity New Position	0.01%	$1,764 5 shares@ $352.8 avg price	New Position
ACGLArch Capital Group Ltd Recent Activity New Position	0.01%	$1,755 19 shares@ $92.37 avg price	New Position
NVONovo Nordisk As Adr Recent Activity New Position	0.01%	$1,548 18 shares@ $86.0 avg price	New Position
MFCManulife Financial Corp Recent Activity New Position	0.01%	$1,455 47 shares@ $30.96 avg price	New Position
RCLRoyal Caribbean Group Recent Activity New Position	0.01%	$1,384 6 shares@ $230.67 avg price	New Position
ANETArista Networks Inc Recent Activity New Position	0.01%	$1,326 12 shares@ $110.5 avg price	New Position
UNMUnum Group Recent Activity New Position	0.01%	$1,315 18 shares@ $73.06 avg price	New Position