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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
VVisa Inc
| 1.73% | $6.594M 20,865 shares@ $316.04 avg price | Increased 3.09% |
COFCapital One Finl Corp
| 1.72% | $6.573M 36,858 shares@ $178.33 avg price | Increased 0.3% |
BRK.BBerkshire Hathaway Inc Del
| 1.67% | $6.386M 14,088 shares@ $453.27 avg price | Increased 3.6% |
LPXLouisiana Pac Corp
| 1.61% | $6.154M 59,432 shares@ $103.56 avg price | Increased 0.58% |
MMM3m Co
| 1.58% | $6.03M 46,715 shares@ $129.09 avg price | Increased 4.52% |
XOMExxon Mobil Corp
| 1.5% | $5.734M 53,304 shares@ $107.57 avg price | Increased 2.72% |
FCXFreeport-mcmoran Inc
| 1.09% | $4.166M 109,395 shares@ $38.08 avg price | Increased 3.72% |
MAMastercard Incorporated
| 0.88% | $3.357M 6,376 shares@ $526.57 avg price | Increased 6.17% |
AVGOBroadcom Inc
| 0.86% | $3.284M 14,166 shares@ $231.84 avg price | Increased 8.28% |
PHParker-hannifin Corp
| 0.82% | $3.117M 4,900 shares@ $636.03 avg price | Increased 0.83% |