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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
SPTMSpdr Portfolio S&p 1500 Composite Stock Market Etf
Recent Activity
Increased 1.67%
10.66%
$40.974M
573,628 shares@ $71.44 avg price
AAPLApple Inc
Recent Activity
Decreased -2.07%
7.75%
$29.786M
118,943 shares@ $250.42 avg price
NVDANvidia Corp
Recent Activity
Decreased -5.02%
7.59%
$29.159M
217,134 shares@ $134.3 avg price
VCITVanguard Intermediate Term Corp Bond Etf
Recent Activity
Increased 26.03%
6.01%
$23.076M
287,484 shares@ $80.28 avg price
CGMSCapital Group Fixed Income U S Multi Sector Income Etf
Recent Activity
Increased 25.37%
5.11%
$19.621M
719,243 shares@ $27.28 avg price
AMZNAmazon.com Inc
Recent Activity
Decreased -1.73%
4.93%
$18.921M
86,242 shares@ $219.4 avg price
VGSHVanguard Short Term Treasury Etf
Recent Activity
Increased 3.36%
4.7%
$18.043M
310,125 shares@ $58.18 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -1.25%
4.61%
$17.706M
42,007 shares@ $421.51 avg price
BILSpdr Bloomberg 1-3 Month T-bill Etf
Recent Activity
Increased 3.4%
4.08%
$15.674M
171,430 shares@ $91.43 avg price
QQQInvesco Qqq Etf
Recent Activity
Decreased -20.54%
3.7%
$14.205M
27,787 shares@ $511.23 avg price