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Troy Winegarner

@Strong Tower Advisory Services

Latest period2024 - Q4ReportedManaged Assets$383.23MTotal holdings92
Assets growth rate6.82%Assets growth rate (2-Q avg)12.29%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Strong Tower Advisory Services's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 92 positions.

Assets under management

The assets under management (AUM) of Strong Tower Advisory Services 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 383.23M in assets, with a quarterly growth rate of 6.82% and a 2-quarter average growth rate of 12.29%. The portfolio is managed by Troy Winegarner, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
UNHUnitedhealth Group Inc
Recent Activity
Increased 2.6%
2.52%
$9.643M
19,062 shares@ $505.86 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 0.78%
2.28%
$8.706M
45,989 shares@ $189.31 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Decreased -29.06%
2.18%
$8.334M
47,558 shares@ $175.24 avg price
LLYEli Lilly & Co
Recent Activity
Increased 3.32%
2%
$7.657M
9,919 shares@ $771.98 avg price
PWRQuanta Svcs Inc
Recent Activity
Increased 0.48%
1.74%
$6.643M
21,019 shares@ $316.06 avg price
VVisa Inc
Recent Activity
Increased 3.09%
1.73%
$6.594M
20,865 shares@ $316.04 avg price
COFCapital One Finl Corp
Recent Activity
Increased 0.3%
1.72%
$6.573M
36,858 shares@ $178.33 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 3.6%
1.67%
$6.386M
14,088 shares@ $453.27 avg price
LQDIshares Tr
Recent Activity
Decreased -27.01%
1.63%
$6.232M
58,327 shares@ $106.84 avg price
LPXLouisiana Pac Corp
Recent Activity
Increased 0.58%
1.61%
$6.154M
59,432 shares@ $103.56 avg price