Winthrop Advisory Group
Latest statistics and disclosures from Winthrop Advisory Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ITOT, IVV, IWB, QQQ, ACWX, and represent 43.25% of Winthrop Advisory Group's stock portfolio.
- Added to shares of these 10 stocks: ITOT (+$5.2M), ACWX (+$5.1M), IEMG, VXF, IVV, QQQM, DGRW, QQQ, VONG, ICSH.
- Started 18 new stock positions in MVIS, SHLD, VONG, EXPE, EFA, PLTR, GD, TDVG, LIN, MGK. ETN, DE, CVS, ARKW, ORLY, LH, JQUA, ASML.
- Reduced shares in these 10 stocks: IJH, , IWB, SPTM, VYM, AZEK, LULU, VTI, , .
- Sold out of its positions in ADP, AZEK, HCA, LULU, XLE, MOAT, VRSK, Vivid Seats.
- Winthrop Advisory Group was a net buyer of stock by $30M.
- Winthrop Advisory Group has $1.1B in assets under management (AUM), dropping by 10.29%.
- Central Index Key (CIK): 0001739043
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Portfolio Holdings for Winthrop Advisory Group
Winthrop Advisory Group holds 191 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 11.5 | $131M | +4% | 900k | 145.65 |
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| Ishares Tr Core S&p500 Etf (IVV) | 10.5 | $121M | 180k | 669.30 |
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| Ishares Tr Rus 1000 Etf (IWB) | 8.1 | $93M | 254k | 365.48 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 7.2 | $82M | +2% | 136k | 601.06 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 6.0 | $68M | +8% | 1.0M | 65.01 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 5.5 | $63M | 191k | 329.08 |
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| Ishares Tr Ultra Short Dur (ICSH) | 5.4 | $62M | 1.2M | 50.75 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 5.2 | $59M | 2.3M | 25.71 |
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| Apple (AAPL) | 3.5 | $40M | 157k | 254.63 |
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| Spdr Series Trust Portfoli S&p1500 (SPTM) | 3.3 | $38M | 473k | 80.65 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 2.0 | $23M | 48k | 468.41 |
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| Microsoft Corporation (MSFT) | 1.7 | $20M | 38k | 517.95 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.7 | $20M | 29k | 668.02 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 1.7 | $19M | +10% | 214k | 88.96 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 1.6 | $18M | +15% | 85k | 209.34 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.1 | $13M | -12% | 196k | 65.26 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 1.1 | $13M | 330k | 38.57 |
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| Amazon (AMZN) | 0.9 | $11M | +3% | 48k | 219.57 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.9 | $11M | +2% | 210k | 50.07 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.9 | $9.9M | 361k | 27.30 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.8 | $9.5M | 20k | 480.11 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.8 | $8.6M | +6% | 118k | 73.46 |
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| Ishares Core Msci Emkt (IEMG) | 0.7 | $8.3M | +60% | 126k | 65.92 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.7 | $7.5M | +42% | 31k | 247.12 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.6 | $7.1M | +10% | 140k | 50.73 |
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| Lpl Financial Holdings (LPLA) | 0.6 | $6.7M | 20k | 332.70 |
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| NVIDIA Corporation (NVDA) | 0.6 | $6.7M | +2% | 36k | 186.59 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.6 | $6.5M | 17k | 378.94 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.5 | $6.1M | 113k | 54.18 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $6.0M | +2% | 19k | 315.43 |
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| Meta Platforms Cl A (META) | 0.5 | $5.7M | +4% | 7.8k | 734.35 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $5.4M | 22k | 243.10 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.5 | $5.4M | 44k | 120.72 |
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| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.5 | $5.2M | +2% | 125k | 41.11 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $5.1M | 24k | 216.66 |
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| Vanguard Index Fds Value Etf (VTV) | 0.4 | $4.9M | +2% | 26k | 187.43 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.4 | $4.8M | -2% | 183k | 26.34 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $4.5M | 8.9k | 502.74 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.4 | $4.4M | +14% | 22k | 203.59 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $4.4M | +3% | 18k | 243.54 |
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| Tesla Motors (TSLA) | 0.4 | $4.2M | +14% | 9.5k | 444.72 |
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| Home Depot (HD) | 0.3 | $3.8M | 9.3k | 405.20 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $3.7M | +23% | 6.0k | 614.13 |
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| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.3 | $3.7M | 35k | 104.51 |
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| Visa Com Cl A (V) | 0.3 | $3.4M | 9.9k | 341.37 |
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| Ishares Tr Core Msci Total (IXUS) | 0.2 | $2.8M | +7% | 34k | 82.58 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $2.8M | 41k | 68.08 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.2 | $2.7M | 4.5k | 597.69 |
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| Wal-Mart Stores (WMT) | 0.2 | $2.4M | 23k | 103.06 |
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| Broadcom (AVGO) | 0.2 | $2.2M | -3% | 6.6k | 329.89 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.2 | $2.0M | 28k | 72.44 |
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| Johnson & Johnson (JNJ) | 0.2 | $1.8M | +4% | 9.5k | 185.42 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $1.7M | +11% | 3.1k | 568.83 |
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| Bank of America Corporation (BAC) | 0.1 | $1.7M | -2% | 32k | 51.59 |
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| Ishares Tr Esg Optimized (SUSA) | 0.1 | $1.7M | 12k | 135.65 |
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| Walt Disney Company (DIS) | 0.1 | $1.6M | -3% | 14k | 114.50 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $1.5M | NEW | 13k | 120.50 |
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| Procter & Gamble Company (PG) | 0.1 | $1.5M | 9.8k | 153.64 |
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| Oracle Corporation (ORCL) | 0.1 | $1.4M | 5.1k | 281.26 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $1.4M | 4.8k | 294.80 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $1.4M | +18% | 16k | 87.31 |
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| Eli Lilly & Co. (LLY) | 0.1 | $1.3M | 1.7k | 762.95 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $1.3M | +30% | 14k | 96.55 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $1.2M | 8.8k | 142.11 |
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| Costco Wholesale Corporation (COST) | 0.1 | $1.2M | +7% | 1.3k | 925.41 |
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| International Business Machines (IBM) | 0.1 | $1.1M | +6% | 4.0k | 282.13 |
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| Kla Corp Com New (KLAC) | 0.1 | $1.1M | 1.0k | 1078.59 |
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| Abbvie (ABBV) | 0.1 | $1.0M | 4.5k | 231.54 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $1.0M | -2% | 2.0k | 499.24 |
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| Caterpillar (CAT) | 0.1 | $977k | 2.0k | 477.05 |
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| Cigna Corp (CI) | 0.1 | $974k | 3.4k | 288.24 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $957k | 6.9k | 138.23 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $886k | 3.1k | 281.82 |
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| Pepsi (PEP) | 0.1 | $861k | 6.1k | 140.44 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $855k | +34% | 7.6k | 112.75 |
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| Trane Technologies SHS (TT) | 0.1 | $831k | -2% | 2.0k | 421.96 |
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| Chevron Corporation (CVX) | 0.1 | $827k | +3% | 5.3k | 155.28 |
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| Starbucks Corporation (SBUX) | 0.1 | $826k | -4% | 9.8k | 84.60 |
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| T Rowe Price Etf Price Div Grwt (TDVG) | 0.1 | $802k | NEW | 18k | 43.96 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $792k | 2.2k | 355.39 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $791k | 5.3k | 148.61 |
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| McDonald's Corporation (MCD) | 0.1 | $737k | 2.4k | 303.90 |
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| Merck & Co (MRK) | 0.1 | $722k | -2% | 8.5k | 84.74 |
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| Netflix (NFLX) | 0.1 | $700k | +3% | 584.00 | 1198.07 |
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| Owl Rock Capital Corporation (OBDC) | 0.1 | $691k | -2% | 53k | 13.14 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $690k | 2.2k | 308.62 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $670k | +24% | 6.3k | 106.49 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $657k | -34% | 4.7k | 140.94 |
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| Boeing Company (BA) | 0.1 | $655k | +2% | 3.0k | 215.80 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $625k | 2.6k | 241.94 |
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| Markel Corporation (MKL) | 0.1 | $625k | 327.00 | 1911.36 |
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| Cisco Systems (CSCO) | 0.1 | $615k | -4% | 9.0k | 68.42 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $608k | -8% | 3.6k | 167.32 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $598k | -2% | 3.3k | 178.72 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $584k | -4% | 5.8k | 100.24 |
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| Emerson Electric (EMR) | 0.1 | $578k | +17% | 4.4k | 131.19 |
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| Servicenow (NOW) | 0.1 | $572k | 622.00 | 920.28 |
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| At&t (T) | 0.1 | $572k | 20k | 28.24 |
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| Applied Materials (AMAT) | 0.0 | $567k | 2.8k | 204.70 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $556k | +24% | 4.7k | 118.83 |
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| salesforce (CRM) | 0.0 | $551k | +13% | 2.3k | 237.42 |
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| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.0 | $549k | NEW | 8.7k | 62.91 |
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| Southwest Airlines (LUV) | 0.0 | $543k | 17k | 31.91 |
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| Intuit (INTU) | 0.0 | $508k | +15% | 743.00 | 683.34 |
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| UnitedHealth (UNH) | 0.0 | $502k | -5% | 1.5k | 345.31 |
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| American Express Company (AXP) | 0.0 | $497k | 1.5k | 332.17 |
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| Select Sector Spdr Tr Financial (XLF) | 0.0 | $485k | 9.0k | 53.87 |
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| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.0 | $471k | 8.8k | 53.24 |
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| Ge Aerospace Com New (GE) | 0.0 | $469k | -9% | 1.6k | 301.09 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $466k | -2% | 1.4k | 326.30 |
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| Live Nation Entertainment (LYV) | 0.0 | $446k | 2.7k | 163.40 |
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| Intercontinental Exchange (ICE) | 0.0 | $431k | -3% | 2.6k | 168.51 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $410k | 882.00 | 465.15 |
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| Morgan Stanley Com New (MS) | 0.0 | $399k | -2% | 2.5k | 158.95 |
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| Draftkings Com Cl A (DKNG) | 0.0 | $397k | 11k | 37.40 |
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| Waste Management (WM) | 0.0 | $384k | +17% | 1.7k | 220.88 |
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| Citigroup Com New (C) | 0.0 | $380k | 3.7k | 101.50 |
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| Abbott Laboratories (ABT) | 0.0 | $378k | -5% | 2.8k | 133.96 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $374k | 1.5k | 246.60 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $371k | 7.0k | 53.03 |
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| Goldman Sachs (GS) | 0.0 | $368k | +7% | 462.00 | 795.96 |
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| United Parcel Service CL B (UPS) | 0.0 | $364k | 4.4k | 83.53 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $362k | -2% | 3.2k | 111.46 |
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| Pfizer (PFE) | 0.0 | $351k | -3% | 14k | 25.48 |
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| General Dynamics Corporation (GD) | 0.0 | $344k | NEW | 1.0k | 341.05 |
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| Honeywell International (HON) | 0.0 | $344k | 1.6k | 210.44 |
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| Capital One Financial (COF) | 0.0 | $340k | +8% | 1.6k | 212.57 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $336k | -2% | 3.5k | 95.14 |
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| Ishares Tr U.s. Insrnce Etf (IAK) | 0.0 | $330k | -33% | 2.5k | 134.00 |
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| Lowe's Companies (LOW) | 0.0 | $322k | +7% | 1.3k | 251.41 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $318k | -12% | 10k | 31.91 |
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| TJX Companies (TJX) | 0.0 | $314k | 2.2k | 144.54 |
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| Coca-Cola Company (KO) | 0.0 | $312k | 4.7k | 66.83 |
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| CVS Caremark Corporation (CVS) | 0.0 | $311k | NEW | 4.1k | 75.40 |
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| SYSCO Corporation (SYY) | 0.0 | $310k | 3.8k | 82.33 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $310k | 1.1k | 271.08 |
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| Magnite Ord (MGNI) | 0.0 | $307k | 14k | 21.78 |
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| Advanced Micro Devices (AMD) | 0.0 | $303k | -37% | 1.9k | 161.79 |
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| Amphenol Corp Cl A (APH) | 0.0 | $301k | 2.4k | 123.89 |
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| Arista Networks Com Shs (ANET) | 0.0 | $301k | 2.1k | 145.74 |
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| Edwards Lifesciences (EW) | 0.0 | $296k | 3.8k | 77.77 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $292k | 1.4k | 209.27 |
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| Hartford Financial Services (HIG) | 0.0 | $291k | 2.2k | 133.92 |
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| Analog Devices (ADI) | 0.0 | $279k | +19% | 1.1k | 245.70 |
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| Cintas Corporation (CTAS) | 0.0 | $278k | 1.4k | 205.34 |
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| Axon Enterprise (AXON) | 0.0 | $273k | 380.00 | 717.64 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $271k | -9% | 909.00 | 298.13 |
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| Spdr Series Trust Bbg Conv Sec Etf (CWB) | 0.0 | $270k | 3.0k | 90.50 |
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| Ge Vernova (GEV) | 0.0 | $267k | -8% | 433.00 | 615.55 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $266k | -16% | 753.00 | 352.75 |
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| Verizon Communications (VZ) | 0.0 | $261k | -5% | 5.9k | 43.95 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $260k | 2.1k | 123.76 |
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| Hubspot (HUBS) | 0.0 | $259k | 553.00 | 467.80 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $257k | 15k | 17.16 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $253k | -10% | 1.2k | 209.64 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $251k | +5% | 2.4k | 106.78 |
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| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $251k | -2% | 2.9k | 86.31 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $247k | 7.8k | 31.62 |
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| Expedia Group Com New (EXPE) | 0.0 | $241k | NEW | 1.1k | 213.76 |
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| Schwab Strategic Tr Fundamental Us B (FNDB) | 0.0 | $237k | 9.2k | 25.74 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $235k | 798.00 | 294.08 |
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| Amgen (AMGN) | 0.0 | $233k | 825.00 | 282.35 |
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| Booking Holdings (BKNG) | 0.0 | $232k | -2% | 43.00 | 5399.28 |
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| Sea Sponsord Ads (SE) | 0.0 | $231k | 1.3k | 178.73 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $230k | NEW | 237.00 | 969.76 |
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| Labcorp Holdings Com Shs (LH) | 0.0 | $228k | NEW | 795.00 | 287.06 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $228k | 2.7k | 84.68 |
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| Travelers Companies (TRV) | 0.0 | $227k | 813.00 | 279.09 |
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| Eaton Corp SHS (ETN) | 0.0 | $227k | NEW | 606.00 | 374.00 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $225k | 458.00 | 490.38 |
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| Acv Auctions Com Cl A (ACVA) | 0.0 | $223k | 23k | 9.91 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $223k | 3.7k | 59.92 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $221k | NEW | 2.4k | 93.36 |
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| Ishares Tr Expanded Tech (IGV) | 0.0 | $220k | 1.9k | 115.01 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $218k | 1.1k | 206.54 |
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| Ark Etf Tr Next Gnrtn Inter (ARKW) | 0.0 | $216k | NEW | 1.2k | 174.61 |
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| AECOM Technology Corporation (ACM) | 0.0 | $215k | -10% | 1.6k | 130.44 |
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| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $214k | 3.0k | 72.10 |
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| Deere & Company (DE) | 0.0 | $213k | NEW | 464.00 | 458.46 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $211k | -2% | 2.6k | 79.92 |
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| Linde SHS (LIN) | 0.0 | $210k | NEW | 443.00 | 475.01 |
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| Gilead Sciences (GILD) | 0.0 | $210k | 1.9k | 111.00 |
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| Enterprise Products Partners (EPD) | 0.0 | $208k | 6.6k | 31.27 |
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| Constellation Energy (CEG) | 0.0 | $205k | 622.00 | 329.31 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $203k | NEW | 1.1k | 182.42 |
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| O'reilly Automotive (ORLY) | 0.0 | $202k | NEW | 1.9k | 107.81 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $202k | NEW | 501.00 | 403.10 |
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| Global X Fds Defense Tech Etf (SHLD) | 0.0 | $201k | NEW | 2.9k | 70.24 |
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| Cion Invt Corp (CION) | 0.0 | $109k | 12k | 9.48 |
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| Ambev Sa Sponsored Adr (ABEV) | 0.0 | $56k | 25k | 2.25 |
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| Microvision Inc Del Com New (MVIS) | 0.0 | $22k | NEW | 18k | 1.24 |
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Past Filings by Winthrop Advisory Group
SEC 13F filings are viewable for Winthrop Advisory Group going back to 2017
- Winthrop Advisory Group 2025 Q3 filed Oct. 24, 2025
- Winthrop Advisory Group 2025 Q2 filed July 23, 2025
- Winthrop Advisory Group 2025 Q1 filed April 8, 2025
- Winthrop Advisory Group 2024 Q4 filed Jan. 13, 2025
- Winthrop Advisory Group 2024 Q3 filed Oct. 31, 2024
- Winthrop Advisory Group 2024 Q2 filed July 18, 2024
- Winthrop Advisory Group 2024 Q2 restated filed July 18, 2024
- Winthrop Advisory Group 2024 Q1 filed April 17, 2024
- Winthrop Advisory Group 2023 Q4 filed Jan. 10, 2024
- Winthrop Advisory Group 2023 Q3 filed Nov. 3, 2023
- Winthrop Advisory Group 2022 Q4 restated filed Aug. 3, 2023
- Winthrop Advisory Group 2023 Q2 filed Aug. 2, 2023
- Winthrop Advisory Group 2023 Q1 restated filed Aug. 1, 2023
- Winthrop Advisory Group 2023 Q1 filed April 17, 2023
- Winthrop Advisory Group 2022 Q4 filed Jan. 18, 2023
- Winthrop Advisory Group 2022 Q3 filed Nov. 4, 2022