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Richard C. St. Onge

@Winthrop Advisory Group Llc

Latest period2024 - Q4ReportedManaged Assets$833.336MTotal holdings156
Assets growth rate3.01%Assets growth rate (2-Q avg)6.5%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Winthrop Advisory Group Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 156 positions.

Assets under management

The assets under management (AUM) of Winthrop Advisory Group 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 833.336M in assets, with a quarterly growth rate of 3.01% and a 2-quarter average growth rate of 6.5%. The portfolio is managed by Richard C. St. Onge, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IVVIshares Tr
Recent Activity
Decreased -21.2%
11.73%
$97.702M
165,969 shares@ $588.68 avg price
IWBIshares Tr
Recent Activity
Decreased -0.53%
9.68%
$80.666M
250,392 shares@ $322.17 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -0.21%
5.98%
$49.772M
171,741 shares@ $289.81 avg price
AAPLApple Inc
Recent Activity
Decreased -1.96%
4.65%
$38.712M
154,588 shares@ $250.42 avg price
SPTMSpdr Ser Tr
Recent Activity
Decreased -0.56%
3.91%
$32.533M
455,452 shares@ $71.44 avg price
IWFIshares Tr
Recent Activity
Decreased -0.08%
2.42%
$20.128M
50,123 shares@ $401.58 avg price
DFACDimensional Etf Trust
Recent Activity
Decreased -0.69%
1.41%
$11.681M
337,692 shares@ $34.59 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Decreased -87.72%
1.2%
$9.985M
19,978 shares@ $499.8 avg price
GSIEGoldman Sachs Etf Tr
Recent Activity
Decreased -1.99%
0.49%
$4.046M
121,367 shares@ $33.35 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -1.79%
0.48%
$3.972M
8,763 shares@ $453.26 avg price