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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
IWVIshares Tr
Recent Activity
Increased 0.57%
0.78%
$6.491M
19,420 shares@ $334.26 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Increased 3.41%
0.67%
$5.526M
125,482 shares@ $44.05 avg price
JPSTJ P Morgan Exchange Traded F
Recent Activity
Increased 33.49%
0.59%
$4.911M
97,490 shares@ $50.38 avg price
IVWIshares Tr
Recent Activity
New Position
0.55%
$4.53M
44,618 shares@ $101.53 avg price
NVDANvidia Corporation
Recent Activity
Increased 12.41%
0.54%
$4.474M
33,317 shares@ $134.29 avg price
SCHXSchwab Strategic Tr
Recent Activity
Increased 197.91%
0.54%
$4.428M
191,007 shares@ $23.19 avg price
JPMJpmorgan Chase & Co
Recent Activity
Increased 6.56%
0.53%
$4.377M
18,259 shares@ $239.71 avg price
METAMeta Platforms Inc
Recent Activity
Increased 2.21%
0.5%
$4.157M
7,100 shares@ $585.53 avg price
GSIEGoldman Sachs Etf Tr
Recent Activity
Decreased -1.99%
0.49%
$4.046M
121,367 shares@ $33.35 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 16.8%
0.49%
$4.044M
20,652 shares@ $195.83 avg price