Richard C. St. Onge

@Winthrop Advisory Group Llc

Latest period2024 - Q4

Reported5d ago

Managed Assets$833.336M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
ETEnergy Transfer L P Recent Activity New Position	0.03%	$244,581 12,485 shares@ $19.59 avg price	New Position
AXONAxon Enterprise Inc Recent Activity New Position	0.03%	$235,945 397 shares@ $594.32 avg price	New Position
BKNGBooking Holdings Inc Recent Activity New Position	0.03%	$233,516 47 shares@ $4968.43 avg price	New Position
NEENextera Energy Inc Recent Activity New Position	0.03%	$217,445 3,033 shares@ $71.7 avg price	New Position
EXPEExpedia Group Inc Recent Activity New Position	0.03%	$209,994 1,127 shares@ $186.34 avg price	New Position
VOTVanguard Index Fds Recent Activity New Position	0.03%	$202,273 797 shares@ $253.8 avg price	New Position
TTDThe Trade Desk Inc Recent Activity New Position	0.03%	$200,154 1,703 shares@ $117.54 avg price	New Position
CIONCion Invt Corp Recent Activity New Position	0.03%	$194,769 17,085 shares@ $11.4 avg price	New Position
BRSPBrightspire Capital Inc Recent Activity New Position	0.01%	$61,205 10,852 shares@ $5.64 avg price	New Position