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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
HDThe Home Depot Inc
Recent Activity
Increased 1.2%
0.48%
$3.985M
10,244 shares@ $388.98 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -1.79%
0.48%
$3.972M
8,763 shares@ $453.26 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 4.43%
0.47%
$3.878M
20,485 shares@ $189.31 avg price
TSLATesla Inc
Recent Activity
Decreased -2.82%
0.4%
$3.31M
8,196 shares@ $403.85 avg price
IWDIshares Tr
Recent Activity
Increased 17.2%
0.39%
$3.232M
17,457 shares@ $185.14 avg price
IEMGIshares Tr
Recent Activity
Increased 15.81%
0.39%
$3.207M
61,422 shares@ $52.22 avg price
GOOGAlphabet Inc
Recent Activity
Increased 4.04%
0.38%
$3.119M
16,380 shares@ $190.45 avg price
VVisa Inc
Recent Activity
Increased 6.16%
0.37%
$3.069M
9,710 shares@ $316.04 avg price
SPYGSpdr Ser Tr
Recent Activity
Increased 5.81%
0.36%
$2.985M
33,959 shares@ $87.9 avg price
MDYSpdr S&p Midcap 400 Etf Tr
Recent Activity
Increased 0.09%
0.33%
$2.683M
4,711 shares@ $569.62 avg price