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 42.94% of Winthrop Advisory Group's stock portfolio.
- Added to shares of these 10 stocks: VONG (+$6.0M), ACWX (+$5.2M), DGRW, BRK.B, ITOT, IJH, QQQM, VXF, IVV, GLD.
- Started 9 new stock positions in FSSL, XLU, VONV, TSM, BMY, IAU, MO, CRH, FELV.
- Reduced shares in these 10 stocks: QQQ, IWB, ICSH, SPTM, VTI, VUG, VTEB, SPY, JPM, SCHB.
- Sold out of its positions in ACVA, ARKW, ACM, CION, DE, ET, IGV, LH, ORLY, SE. ETN, LIN.
- Winthrop Advisory Group was a net buyer of stock by $19M.
- Winthrop Advisory Group has $1.2B in assets under management (AUM), dropping by 3.62%.
- Central Index Key (CIK): 0001739043
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Portfolio Holdings for Winthrop Advisory Group
Winthrop Advisory Group holds 188 positions in its portfolio as reported in the December 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 | $137M | 918k | 148.69 |
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| Ishares Tr Core S&p500 Etf (IVV) | 10.5 | $124M | 182k | 684.94 |
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| Ishares Tr Rus 1000 Etf (IWB) | 7.8 | $93M | -2% | 248k | 373.44 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 6.7 | $80M | -4% | 130k | 614.31 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 6.4 | $76M | +7% | 1.1M | 67.13 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 5.3 | $63M | 188k | 335.27 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 5.1 | $60M | 2.3M | 26.23 |
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| Ishares Tr Ultra Short Dur (ICSH) | 5.0 | $60M | -3% | 1.2M | 50.58 |
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| Apple (AAPL) | 3.6 | $43M | 157k | 271.86 |
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| Spdr Series Trust State Street Spd (SPTM) | 3.2 | $38M | -3% | 455k | 82.50 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 1.9 | $23M | +19% | 255k | 89.43 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.9 | $23M | 48k | 473.30 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.6 | $20M | -3% | 29k | 683.91 |
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| Microsoft Corporation (MSFT) | 1.6 | $19M | +3% | 40k | 483.62 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 1.6 | $19M | +6% | 91k | 209.12 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 1.3 | $15M | +16% | 228k | 66.00 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 1.1 | $13M | -2% | 323k | 39.59 |
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| Amazon (AMZN) | 0.9 | $11M | 48k | 230.82 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.9 | $10M | +5% | 381k | 27.43 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.8 | $9.8M | -7% | 194k | 50.29 |
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| Ishares Core Msci Emkt (IEMG) | 0.8 | $9.2M | +8% | 137k | 67.22 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.8 | $9.2M | +18% | 36k | 252.92 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.8 | $9.1M | +2% | 120k | 75.44 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.7 | $8.5M | -12% | 17k | 487.86 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $8.0M | +79% | 16k | 502.62 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.6 | $7.7M | +8% | 152k | 50.77 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.6 | $7.5M | +386% | 62k | 121.75 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $7.2M | +3% | 23k | 313.00 |
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| Lpl Financial Holdings (LPLA) | 0.6 | $7.0M | -2% | 20k | 357.17 |
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| NVIDIA Corporation (NVDA) | 0.5 | $6.5M | -3% | 35k | 186.50 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.5 | $6.4M | -3% | 17k | 386.84 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.5 | $6.0M | 112k | 53.76 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $5.9M | +3% | 19k | 313.80 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $5.6M | -8% | 17k | 322.23 |
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| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.5 | $5.5M | +2% | 129k | 42.94 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.5 | $5.4M | 44k | 123.26 |
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| Vanguard Index Fds Value Etf (VTV) | 0.4 | $5.2M | +3% | 27k | 190.99 |
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| Meta Platforms Cl A (META) | 0.4 | $5.2M | 7.9k | 660.11 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $5.2M | 24k | 219.78 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.4 | $4.8M | 179k | 26.91 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.4 | $4.8M | +5% | 23k | 210.34 |
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| Tesla Motors (TSLA) | 0.4 | $4.4M | +2% | 9.7k | 449.72 |
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| Spdr Series Trust State Street Spd (SPYG) | 0.3 | $3.7M | 35k | 106.70 |
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| Visa Com Cl A (V) | 0.3 | $3.5M | 9.9k | 350.70 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $3.4M | -9% | 5.4k | 627.18 |
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| Home Depot (HD) | 0.3 | $3.1M | -2% | 9.1k | 344.11 |
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| Ishares Tr Core Msci Total (IXUS) | 0.3 | $3.0M | +4% | 36k | 84.64 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $2.9M | 41k | 69.42 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.2 | $2.7M | 4.5k | 605.48 |
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| Wal-Mart Stores (WMT) | 0.2 | $2.6M | 23k | 111.64 |
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| Broadcom (AVGO) | 0.2 | $2.4M | +4% | 6.9k | 346.08 |
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| Johnson & Johnson (JNJ) | 0.2 | $2.2M | +10% | 11k | 206.94 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.2 | $2.1M | 28k | 74.17 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $2.0M | +37% | 22k | 89.46 |
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| Eli Lilly & Co. (LLY) | 0.2 | $1.9M | 1.7k | 1074.66 |
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| Bank of America Corporation (BAC) | 0.2 | $1.8M | 32k | 55.00 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.8M | +100% | 4.5k | 396.27 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $1.7M | 3.0k | 570.79 |
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| Ishares Tr Esg Optimized (SUSA) | 0.1 | $1.7M | 12k | 139.34 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $1.6M | +15% | 5.6k | 290.23 |
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| Walt Disney Company (DIS) | 0.1 | $1.6M | 14k | 114.53 |
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| Procter & Gamble Company (PG) | 0.1 | $1.4M | 9.7k | 143.31 |
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| Kla Corp Com New (KLAC) | 0.1 | $1.4M | +8% | 1.1k | 1214.90 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $1.3M | -2% | 13k | 96.27 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $1.2M | 8.8k | 141.14 |
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| International Business Machines (IBM) | 0.1 | $1.2M | +4% | 4.1k | 296.18 |
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| Caterpillar (CAT) | 0.1 | $1.2M | 2.1k | 572.98 |
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| Costco Wholesale Corporation (COST) | 0.1 | $1.2M | 1.3k | 862.27 |
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| Abbvie (ABBV) | 0.1 | $1.1M | +5% | 4.7k | 228.47 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $1.0M | +3% | 7.2k | 141.49 |
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| Oracle Corporation (ORCL) | 0.1 | $1.0M | 5.2k | 194.91 |
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| Cigna Corp (CI) | 0.1 | $940k | 3.4k | 275.19 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $927k | +59% | 9.3k | 99.88 |
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| Merck & Co (MRK) | 0.1 | $900k | 8.5k | 106.11 |
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| Pepsi (PEP) | 0.1 | $894k | 6.2k | 144.94 |
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| Boeing Company (BA) | 0.1 | $868k | +31% | 4.0k | 217.10 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $867k | -5% | 7.2k | 120.35 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $862k | +90% | 6.0k | 143.98 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $858k | 5.3k | 160.97 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $834k | -15% | 1.7k | 483.74 |
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| Starbucks Corporation (SBUX) | 0.1 | $822k | 9.8k | 84.21 |
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| Trane Technologies SHS (TT) | 0.1 | $787k | +2% | 2.0k | 389.20 |
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| Chevron Corporation (CVX) | 0.1 | $776k | -4% | 5.1k | 152.41 |
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| McDonald's Corporation (MCD) | 0.1 | $749k | 2.5k | 305.57 |
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| Markel Corporation (MKL) | 0.1 | $729k | +3% | 339.00 | 2149.65 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $716k | NEW | 7.8k | 92.30 |
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| Cisco Systems (CSCO) | 0.1 | $715k | +3% | 9.3k | 77.03 |
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| Southwest Airlines (LUV) | 0.1 | $706k | 17k | 41.51 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $705k | 2.2k | 314.79 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $680k | +2% | 3.7k | 183.38 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $671k | 4.7k | 143.51 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $667k | 6.2k | 107.11 |
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| T Rowe Price Etf Price Div Grwt (TDVG) | 0.1 | $662k | -19% | 15k | 44.97 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $632k | 2.6k | 246.18 |
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| Netflix (NFLX) | 0.1 | $627k | +1044% | 6.7k | 93.76 |
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| Applied Materials (AMAT) | 0.1 | $613k | -13% | 2.4k | 256.98 |
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| Emerson Electric (EMR) | 0.1 | $596k | 4.5k | 132.73 |
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| salesforce (CRM) | 0.0 | $572k | -7% | 2.2k | 265.38 |
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| Ge Aerospace Com New (GE) | 0.0 | $541k | +12% | 1.8k | 308.33 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $540k | +5% | 1.5k | 360.07 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $538k | -4% | 4.5k | 120.17 |
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| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.0 | $537k | -2% | 8.5k | 63.18 |
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| Owl Rock Capital Corporation (OBDC) | 0.0 | $520k | -22% | 41k | 12.80 |
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| At&t (T) | 0.0 | $507k | 20k | 24.84 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $495k | 3.4k | 146.57 |
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| American Express Company (AXP) | 0.0 | $491k | -11% | 1.3k | 370.03 |
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| Servicenow (NOW) | 0.0 | $484k | +408% | 3.2k | 153.19 |
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| Morgan Stanley Com New (MS) | 0.0 | $475k | +6% | 2.7k | 177.54 |
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| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.0 | $467k | 8.8k | 52.77 |
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| Intuit (INTU) | 0.0 | $463k | -5% | 699.00 | 662.15 |
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| Advanced Micro Devices (AMD) | 0.0 | $448k | +11% | 2.1k | 214.16 |
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| United Parcel Service CL B (UPS) | 0.0 | $439k | 4.4k | 99.20 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $439k | -11% | 8.0k | 54.77 |
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| Citigroup Com New (C) | 0.0 | $437k | 3.7k | 116.70 |
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| UnitedHealth (UNH) | 0.0 | $436k | -9% | 1.3k | 330.09 |
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| Goldman Sachs (GS) | 0.0 | $430k | +5% | 489.00 | 878.68 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $428k | 888.00 | 481.40 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $393k | -3% | 1.5k | 268.30 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $391k | NEW | 4.8k | 81.17 |
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| Live Nation Entertainment (LYV) | 0.0 | $389k | 2.7k | 142.50 |
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| Coca-Cola Company (KO) | 0.0 | $380k | +16% | 5.4k | 69.91 |
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| Pfizer (PFE) | 0.0 | $378k | +10% | 15k | 24.90 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $374k | +8% | 1.2k | 301.24 |
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| Capital One Financial (COF) | 0.0 | $373k | -3% | 1.5k | 242.29 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $373k | 7.0k | 52.88 |
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| Booking Holdings (BKNG) | 0.0 | $354k | +53% | 66.00 | 5355.33 |
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| Amphenol Corp Cl A (APH) | 0.0 | $349k | +6% | 2.6k | 135.37 |
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| Ge Vernova (GEV) | 0.0 | $347k | +22% | 532.00 | 653.06 |
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| Abbott Laboratories (ABT) | 0.0 | $343k | -3% | 2.7k | 125.28 |
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| TJX Companies (TJX) | 0.0 | $339k | 2.2k | 153.61 |
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| General Dynamics Corporation (GD) | 0.0 | $338k | 1.0k | 336.74 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $327k | 10k | 32.62 |
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| CVS Caremark Corporation (CVS) | 0.0 | $326k | 4.1k | 79.36 |
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| Waste Management (WM) | 0.0 | $325k | -14% | 1.5k | 219.64 |
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| Honeywell International (HON) | 0.0 | $320k | 1.6k | 195.08 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $319k | +29% | 2.7k | 117.21 |
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| Draftkings Com Cl A (DKNG) | 0.0 | $316k | -13% | 9.2k | 34.46 |
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| Lowe's Companies (LOW) | 0.0 | $311k | 1.3k | 241.23 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.0 | $309k | NEW | 7.2k | 42.69 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $308k | -13% | 2.8k | 110.21 |
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| Expedia Group Com New (EXPE) | 0.0 | $302k | -5% | 1.1k | 283.38 |
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| Amgen (AMGN) | 0.0 | $302k | +11% | 922.00 | 327.30 |
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| Hartford Financial Services (HIG) | 0.0 | $301k | 2.2k | 138.42 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $299k | 1.4k | 214.70 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $297k | +40% | 3.7k | 79.73 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $296k | -11% | 3.1k | 94.17 |
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| SYSCO Corporation (SYY) | 0.0 | $291k | +4% | 3.9k | 73.70 |
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| Verizon Communications (VZ) | 0.0 | $285k | +18% | 7.0k | 40.73 |
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| Arista Networks Com Shs (ANET) | 0.0 | $281k | +3% | 2.1k | 131.06 |
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| Constellation Energy (CEG) | 0.0 | $280k | +27% | 792.00 | 353.15 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $277k | +22% | 2.9k | 96.04 |
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| Enterprise Products Partners (EPD) | 0.0 | $277k | +30% | 8.6k | 32.06 |
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| Edwards Lifesciences (EW) | 0.0 | $276k | -14% | 3.2k | 85.25 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $275k | 910.00 | 301.96 |
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| Analog Devices (ADI) | 0.0 | $271k | -12% | 998.00 | 271.09 |
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| CRH Ord (CRH) | 0.0 | $270k | NEW | 2.2k | 124.80 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $268k | +10% | 3.0k | 90.00 |
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| Spdr Series Trust State Street Spd (CWB) | 0.0 | $266k | 3.0k | 89.20 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $262k | +2% | 1.2k | 211.78 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $256k | 2.4k | 106.70 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $253k | NEW | 830.00 | 304.63 |
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| Schwab Strategic Tr Fundamental Us B (FNDB) | 0.0 | $246k | 9.3k | 26.57 |
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| Cintas Corporation (CTAS) | 0.0 | $245k | -3% | 1.3k | 188.14 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $241k | 7.8k | 30.96 |
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| Bristol Myers Squibb (BMY) | 0.0 | $241k | NEW | 4.5k | 53.94 |
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| Travelers Companies (TRV) | 0.0 | $240k | 826.00 | 289.93 |
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| Gilead Sciences (GILD) | 0.0 | $236k | 1.9k | 122.74 |
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| Magnite Ord (MGNI) | 0.0 | $236k | +3% | 15k | 16.23 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $236k | -10% | 673.00 | 349.99 |
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| Ishares Tr U.s. Insrnce Etf (IAK) | 0.0 | $230k | -31% | 1.7k | 136.14 |
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| Axon Enterprise (AXON) | 0.0 | $229k | +6% | 404.00 | 567.93 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $229k | -9% | 214.00 | 1071.67 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $224k | 1.1k | 212.00 |
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| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $224k | 2.9k | 76.93 |
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| Altria (MO) | 0.0 | $223k | NEW | 3.8k | 58.72 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $221k | 793.00 | 279.16 |
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| Fidelity Covington Trust Enhanced Large (FELV) | 0.0 | $219k | NEW | 6.3k | 34.66 |
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| Global X Fds Defense Tech Etf (SHLD) | 0.0 | $217k | +16% | 3.3k | 65.02 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $215k | +8% | 1.2k | 177.75 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $215k | 458.00 | 468.76 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $211k | -9% | 3.4k | 62.47 |
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| Hubspot (HUBS) | 0.0 | $211k | -5% | 525.00 | 401.30 |
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| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $209k | 3.0k | 70.41 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $207k | 502.00 | 412.81 |
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| Intercontinental Exchange (ICE) | 0.0 | $201k | -51% | 1.2k | 161.98 |
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| Fs Specialty Lending Com Sh Ben Int (FSSL) | 0.0 | $177k | NEW | 13k | 14.14 |
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| Ambev Sa Sponsored Adr (ABEV) | 0.0 | $63k | 25k | 2.55 |
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| Microvision Inc Del Com New (MVIS) | 0.0 | $24k | +61% | 29k | 0.83 |
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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 Q4 restated filed Jan. 21, 2026
- 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