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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
DGRWWisdomtree Tr
Recent Activity
New Position
1.34%
$11.096M
137,110 shares@ $80.93 avg price
IVWIshares Tr
Recent Activity
New Position
0.55%
$4.53M
44,618 shares@ $101.53 avg price
QQQMInvesco Exch Traded Fd Tr Ii
Recent Activity
New Position
0.14%
$1.097M
5,212 shares@ $210.45 avg price
ACIAlbertsons Cos Inc
Recent Activity
New Position
0.13%
$1.011M
51,502 shares@ $19.64 avg price
OBDCBlue Owl Capital Corporation
Recent Activity
New Position
0.11%
$869,838
57,529 shares@ $15.12 avg price
VXUSVanguard Star Fds
Recent Activity
New Position
0.08%
$622,662
10,566 shares@ $58.94 avg price
USMVIshares Tr
Recent Activity
New Position
0.04%
$326,570
3,678 shares@ $88.8 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
New Position
0.04%
$285,789
2,366 shares@ $120.79 avg price
TJXTjx Cos Inc New
Recent Activity
New Position
0.04%
$271,622
2,248 shares@ $120.83 avg price
AZEKAzek Co Inc
Recent Activity
New Position
0.04%
$261,655
5,512 shares@ $47.48 avg price