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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
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 0.24%
2.25%
$18.688M
31,886 shares@ $586.08 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 24.02%
1.87%
$15.522M
36,827 shares@ $421.5 avg price
IJHIshares Tr
Recent Activity
Increased 1.02%
1.77%
$14.749M
236,707 shares@ $62.31 avg price
VXFVanguard Index Fds
Recent Activity
Increased 4.92%
1.62%
$13.465M
70,878 shares@ $189.98 avg price
DFACDimensional Etf Trust
Recent Activity
Decreased -0.69%
1.41%
$11.681M
337,692 shares@ $34.59 avg price
DGRWWisdomtree Tr
Recent Activity
New Position
1.34%
$11.096M
137,110 shares@ $80.93 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 196.89%
1.22%
$10.152M
371,601 shares@ $27.33 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Decreased -87.72%
1.2%
$9.985M
19,978 shares@ $499.8 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 1069.88%
1.19%
$9.869M
449,830 shares@ $21.94 avg price
LPLALpl Finl Hldgs Inc
Recent Activity
Increased 0.73%
0.83%
$6.842M
20,954 shares@ $326.51 avg price