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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
STOTSsga Active Tr
Recent Activity
Exited
0%
$50.363M
992,564 shares@ $50.75 avg price
PLTRPalantir Technologies Inc
Recent Activity
Exited
0%
$504,469
13,561 shares@ $37.2 avg price
REGNRegeneron Pharmaceuticals
Recent Activity
Exited
0%
$299,603
285 shares@ $1051.24 avg price
NVONovo-nordisk A S
Recent Activity
Exited
0%
$234,289
1,968 shares@ $119.05 avg price
CWBSpdr Ser Tr
Recent Activity
Exited
0%
$228,545
2,984 shares@ $76.6 avg price
CLColgate Palmolive Co
Recent Activity
Exited
0%
$226,492
2,182 shares@ $103.81 avg price
LMTLockheed Martin Corp
Recent Activity
Exited
0%
$224,328
384 shares@ $584.19 avg price
INDAIshares Tr
Recent Activity
Exited
0%
$220,365
3,765 shares@ $58.53 avg price
ARKKArk Etf Tr
Recent Activity
Exited
0%
$220,077
4,630 shares@ $47.54 avg price
SONSonoco Prods Co
Recent Activity
Exited
0%
$218,520
4,000 shares@ $54.63 avg price