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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
VYMVanguard Whitehall Fds
Recent Activity
Increased 12.65%
0.12%
$992,203
7,776 shares@ $127.6 avg price
CIThe Cigna Group
Recent Activity
Increased 2.92%
0.12%
$966,793
3,501 shares@ $276.15 avg price
PEPPepsico Inc
Recent Activity
Increased 0.23%
0.11%
$899,793
5,917 shares@ $152.07 avg price
MRKMerck & Co Inc
Recent Activity
Increased 6.21%
0.11%
$888,563
8,932 shares@ $99.49 avg price
ORCLOracle Corp
Recent Activity
Increased 0.65%
0.11%
$833,880
5,004 shares@ $166.65 avg price
ABBVAbbvie Inc
Recent Activity
Increased 34.35%
0.1%
$798,596
4,494 shares@ $177.71 avg price
ACWIIshares Tr
Recent Activity
Increased 81.34%
0.1%
$781,743
6,653 shares@ $117.51 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Increased 25.48%
0.1%
$770,916
3,315 shares@ $232.56 avg price
MUBIshares Tr
Recent Activity
Increased 33.67%
0.09%
$710,375
6,667 shares@ $106.56 avg price
CVXChevron Corp New
Recent Activity
Increased 9.64%
0.09%
$683,928
4,722 shares@ $144.84 avg price