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 |
---|---|---|---|
MSTRMicrostrategy Inc
| 12.11% | $46.4M 160,211 shares@ $289.63 avg price | Decreased -0.28% |
FSKFs Kkr Cap Corp
| 6.07% | $23.252M 1.071M shares@ $21.72 avg price | Increased 3.5% |
NVDANvidia Corporation
| 5.08% | $19.45M 144,834 shares@ $134.29 avg price | Decreased -2.73% |
IBITIshares Bitcoin Trust Etf
| 4.07% | $15.581M 293,705 shares@ $53.05 avg price | Increased 4.04% |
FBRTFranklin Bsp Rlty Tr Inc
| 3.79% | $14.51M 1.157M shares@ $12.55 avg price | Increased 9.67% |
TSLATesla Inc
| 3.55% | $13.594M 33,663 shares@ $403.85 avg price | Decreased -1.21% |
MSFTMicrosoft Corp
| 3.5% | $13.375M 31,732 shares@ $421.51 avg price | Increased 2.14% |
AMZNAmazon Com Inc
| 3.45% | $13.201M 60,172 shares@ $219.39 avg price | Increased 0.77% |
AAPLApple Inc
| 3.34% | $12.784M 51,050 shares@ $250.43 avg price | Decreased -14.12% |
HYGIshares Tr
| 2.54% | $9.712M 123,478 shares@ $78.65 avg price | Increased 10.18% |