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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
BABoeing Co
Recent Activity
Increased 0.33%
0.07%
$551,468
3,116 shares@ $176.98 avg price
CSCOCisco Sys Inc
Recent Activity
Increased 5.89%
0.07%
$545,997
9,223 shares@ $59.2 avg price
SHOPShopify Inc
Recent Activity
Decreased -4.78%
0.07%
$539,093
5,070 shares@ $106.33 avg price
EMREmerson Elec Co
Recent Activity
Decreased -2.04%
0.07%
$523,110
4,221 shares@ $123.94 avg price
LULULululemon Athletica Inc
Recent Activity
Decreased -1.8%
0.07%
$519,313
1,358 shares@ $382.42 avg price
XLESelect Sector Spdr Tr
Recent Activity
Decreased -91.99%
0.06%
$499,841
5,835 shares@ $85.67 avg price
ACVAAcv Auctions Inc
Recent Activity
Decreased -18.18%
0.06%
$486,000
22,500 shares@ $21.6 avg price
TAt&t Inc
Recent Activity
Increased 0.11%
0.06%
$467,666
20,539 shares@ $22.77 avg price
RTXRtx Corporation
Recent Activity
Decreased -12.95%
0.06%
$465,024
4,019 shares@ $115.71 avg price
ADBEAdobe Inc
Recent Activity
0.06%
$435,786
980 shares@ $444.68 avg price