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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
MMM3m Co
Recent Activity
Increased 4.52%
1.58%
$6.03M
46,715 shares@ $129.09 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 2.72%
1.5%
$5.734M
53,304 shares@ $107.57 avg price
FCXFreeport-mcmoran Inc
Recent Activity
Increased 3.72%
1.09%
$4.166M
109,395 shares@ $38.08 avg price
MAMastercard Incorporated
Recent Activity
Increased 6.17%
0.88%
$3.357M
6,376 shares@ $526.57 avg price
AVGOBroadcom Inc
Recent Activity
Increased 8.28%
0.86%
$3.284M
14,166 shares@ $231.84 avg price
PHParker-hannifin Corp
Recent Activity
Increased 0.83%
0.82%
$3.117M
4,900 shares@ $636.03 avg price
SOLVSolventum Corp
Recent Activity
Increased 7.42%
0.8%
$3.032M
45,893 shares@ $66.07 avg price
GRMNGarmin Ltd
Recent Activity
Increased 1.06%
0.79%
$2.998M
14,535 shares@ $206.26 avg price
WMTWalmart Inc
Recent Activity
Increased 3.42%
0.71%
$2.714M
30,037 shares@ $90.36 avg price
BLKBlackrock Inc
Recent Activity
New Position
0.7%
$2.668M
2,603 shares@ $1025.11 avg price