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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
VOOVanguard Index Fds
Recent Activity
Increased 7.96%
0.32%
$2.595M
4,817 shares@ $538.8 avg price
WMTWalmart Inc
Recent Activity
Decreased -0.41%
0.27%
$2.23M
24,680 shares@ $90.36 avg price
DFUSDimensional Etf Trust
Recent Activity
Increased 0.11%
0.22%
$1.751M
27,470 shares@ $63.76 avg price
PGProcter & Gamble Co
Recent Activity
Increased 0.18%
0.2%
$1.655M
9,872 shares@ $167.65 avg price
SUSAIshares Tr
Recent Activity
Decreased -5.69%
0.2%
$1.618M
13,309 shares@ $121.6 avg price
DISThe Walt Disney Comp
Recent Activity
Increased 1.79%
0.2%
$1.605M
14,418 shares@ $111.36 avg price
AVGOBroadcom Inc
Recent Activity
Increased 57.51%
0.18%
$1.493M
6,439 shares@ $231.86 avg price
VTVVanguard Index Fds
Recent Activity
Decreased -4.06%
0.18%
$1.462M
8,633 shares@ $169.31 avg price
BACBank Amer Corp
Recent Activity
Increased 5.16%
0.18%
$1.444M
32,864 shares@ $43.96 avg price
MAMastercard Inc
Recent Activity
Increased 11.03%
0.18%
$1.443M
2,740 shares@ $526.61 avg price