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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
CVSCvs Health Corp
Recent Activity
Exited
0%
$211,640
3,366 shares@ $62.88 avg price
FNDBSchwab Strategic Tr
Recent Activity
Exited
0%
$210,746
2,995 shares@ $70.37 avg price
PHOInvesco Exchange Traded Fd T
Recent Activity
Exited
0%
$208,825
2,960 shares@ $70.55 avg price
AMRNAmarin Corp Plc
Recent Activity
Exited
0%
$11,131
17,755 shares@ $0.63 avg price
SGMOSangamo Therapeutics Inc
Recent Activity
Exited
0%
$8,661
10,000 shares@ $0.87 avg price