Richard C. St. Onge

@Winthrop Advisory Group Llc

Latest period2024 - Q4

Reported6d ago

Managed Assets$833.336M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
ACNAccenture Plc Ireland Recent Activity Decreased -0.53%	0.08%	$657,427 1,869 shares@ $351.76 avg price	Decreased -0.53%
CRMSalesforce Com Inc Recent Activity Increased 2.69%	0.08%	$651,918 1,950 shares@ $334.32 avg price	Increased 2.69%
GLDSpdr Gold Tr Recent Activity	0.08%	$626,027 2,586 shares@ $242.09 avg price
VXUSVanguard Star Fds Recent Activity New Position	0.08%	$622,662 10,566 shares@ $58.94 avg price	New Position
VVVanguard Index Fds Recent Activity Decreased -3.96%	0.08%	$608,189 2,255 shares@ $269.71 avg price	Decreased -3.96%
UPSUnited Parcel Service Inc Recent Activity Increased 0.76%	0.08%	$589,662 4,676 shares@ $126.11 avg price	Increased 0.76%
IWMIshares Tr Recent Activity Increased 1.39%	0.07%	$582,845 2,638 shares@ $220.95 avg price	Increased 1.39%
LUVSouthwest Airls Co Recent Activity Decreased -1.2%	0.07%	$571,540 17,000 shares@ $33.62 avg price	Decreased -1.2%
MKLMarkel Group Inc Recent Activity	0.07%	$564,477 327 shares@ $1726.23 avg price
NFLXNetflix Inc Recent Activity	0.07%	$557,075 625 shares@ $891.32 avg price