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, ACWX, QQQ, and represent 41.77% of Winthrop Advisory Group's stock portfolio.
- Added to shares of these 10 stocks: INTF (+$22M), IJH (+$21M), ACWX (+$10M), ITOT (+$7.1M), IVV, DGRW, QQQM, VONG, SCHB, ICSH.
- Started 20 new stock positions in LH, WMB, LHX, XLE, HCA, VRTX, ACVA, LRCX, EYPT, PANW. ACI, FIXD, GLW, VT, PYLD, WELL, INTF, REGN, BOND, MU.
- Reduced shares in these 10 stocks: BRK.B, JPST, GLD, AAPL, OBDC, BKNG, ANET, CTAS, LMT, .
- Sold out of its positions in ARKK, ADBE, MO, ANET, AXON, BKNG, CTAS, CRWD, HUBS, ICE. PHO, IAK, OBDC, MGK.
- Winthrop Advisory Group was a net buyer of stock by $85M.
- Winthrop Advisory Group has $1.2B in assets under management (AUM), dropping by 3.35%.
- Central Index Key (CIK): 0001739043
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Portfolio Holdings for Winthrop Advisory Group
Winthrop Advisory Group holds 194 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 11.3 | $138M | +5% | 968k | 142.43 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 10.0 | $123M | +3% | 188k | 653.21 |
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| Ishares Tr Rus 1000 Etf (IWB) | 7.3 | $89M | 249k | 356.56 |
|
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 7.1 | $87M | +12% | 1.3M | 68.47 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 6.1 | $75M | 129k | 577.18 |
|
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| Ishares Tr Ultra Short Dur (ICSH) | 5.1 | $62M | +4% | 1.2M | 50.62 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 5.0 | $61M | 190k | 320.81 |
|
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 4.9 | $60M | +4% | 2.4M | 25.10 |
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| Apple (AAPL) | 3.2 | $39M | 154k | 253.79 |
|
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| Spdr Series Trust State Street Spd (SPTM) | 3.0 | $37M | 464k | 79.06 |
|
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| Ishares Tr Core S&p Mcp Etf (IJH) | 3.0 | $36M | +135% | 537k | 67.53 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 2.1 | $26M | +15% | 295k | 87.84 |
|
| Ishares Tr Intl Eqty Factor (INTF) | 1.8 | $22M | NEW | 559k | 38.96 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.7 | $20M | 48k | 426.40 |
|
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 1.7 | $20M | +8% | 99k | 205.80 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.5 | $19M | 29k | 652.14 |
|
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| Microsoft Corporation (MSFT) | 1.2 | $15M | +2% | 41k | 370.17 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 1.0 | $13M | 322k | 38.86 |
|
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 1.0 | $12M | +36% | 49k | 237.62 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.9 | $12M | 374k | 30.68 |
|
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| Ishares Core Msci Emkt (IEMG) | 0.9 | $10M | +9% | 150k | 69.75 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.8 | $10M | +10% | 133k | 77.11 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.8 | $10M | +5% | 205k | 49.89 |
|
| Amazon (AMZN) | 0.8 | $9.9M | 48k | 208.27 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.8 | $9.6M | +27% | 22k | 436.78 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.8 | $9.3M | +37% | 85k | 109.69 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $6.6M | 23k | 287.56 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.5 | $6.3M | -18% | 124k | 50.61 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.5 | $6.2M | 17k | 370.67 |
|
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.5 | $6.1M | 112k | 54.05 |
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| NVIDIA Corporation (NVDA) | 0.5 | $6.1M | 35k | 174.41 |
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| Lpl Financial Holdings (LPLA) | 0.5 | $5.9M | 20k | 300.84 |
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| Vanguard Index Fds Value Etf (VTV) | 0.5 | $5.6M | +3% | 28k | 196.20 |
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| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.4 | $5.5M | 127k | 43.13 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $5.4M | +7% | 19k | 294.16 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $5.3M | 18k | 286.86 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.4 | $5.2M | +6% | 24k | 213.67 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.4 | $5.0M | 44k | 113.11 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $4.9M | -3% | 23k | 215.06 |
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| Meta Platforms Cl A (META) | 0.4 | $4.5M | 7.9k | 572.13 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.4 | $4.5M | -3% | 174k | 25.64 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $4.2M | -45% | 8.8k | 479.17 |
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| Tesla Motors (TSLA) | 0.3 | $3.6M | 9.8k | 371.75 |
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| Ishares Tr Core Msci Total (IXUS) | 0.3 | $3.6M | +16% | 41k | 86.64 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $3.4M | +6% | 5.8k | 597.54 |
|
| Spdr Series Trust State Street Spd (SPYG) | 0.3 | $3.4M | 35k | 97.91 |
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| Visa Com Cl A (V) | 0.2 | $3.0M | 9.9k | 302.23 |
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| Home Depot (HD) | 0.2 | $3.0M | 9.1k | 328.88 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $2.9M | 41k | 70.18 |
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| Wal-Mart Stores (WMT) | 0.2 | $2.9M | 23k | 124.53 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.2 | $2.8M | 4.5k | 618.25 |
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| Johnson & Johnson (JNJ) | 0.2 | $2.6M | 11k | 244.43 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $2.2M | +9% | 24k | 90.53 |
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| Broadcom (AVGO) | 0.2 | $2.1M | 6.8k | 309.53 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.2 | $2.0M | 28k | 70.91 |
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| Hca Holdings (HCA) | 0.1 | $1.8M | NEW | 3.7k | 473.20 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $1.6M | +119% | 17k | 93.74 |
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| Eli Lilly & Co. (LLY) | 0.1 | $1.6M | 1.7k | 919.85 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $1.6M | 5.5k | 287.20 |
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| Bank of America Corporation (BAC) | 0.1 | $1.6M | 32k | 48.75 |
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| Ishares Tr Esg Optimized (SUSA) | 0.1 | $1.5M | -5% | 12k | 132.10 |
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| Kla Corp Com New (KLAC) | 0.1 | $1.5M | -8% | 1.0k | 1471.78 |
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| Caterpillar (CAT) | 0.1 | $1.5M | 2.1k | 708.40 |
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| Procter & Gamble Company (PG) | 0.1 | $1.4M | 9.7k | 144.44 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $1.4M | -7% | 2.8k | 499.65 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $1.3M | 8.8k | 151.40 |
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| Walt Disney Company (DIS) | 0.1 | $1.3M | 14k | 96.38 |
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| Southwest Airlines (LUV) | 0.1 | $1.3M | +100% | 34k | 37.75 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $1.3M | 13k | 97.23 |
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| Costco Wholesale Corporation (COST) | 0.1 | $1.3M | -6% | 1.3k | 996.52 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.2M | -39% | 2.7k | 430.21 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $1.2M | -4% | 6.9k | 169.66 |
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| International Business Machines (IBM) | 0.1 | $1.0M | 4.1k | 242.39 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $1.0M | 7.2k | 138.37 |
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| Chevron Corporation (CVX) | 0.1 | $987k | -6% | 4.8k | 206.92 |
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| Abbvie (ABBV) | 0.1 | $987k | -3% | 4.5k | 217.49 |
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| Pepsi (PEP) | 0.1 | $954k | 6.1k | 155.29 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $936k | +220% | 32k | 29.13 |
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| Cigna Corp (CI) | 0.1 | $911k | 3.4k | 266.77 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $907k | +14% | 6.8k | 132.90 |
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| Merck & Co (MRK) | 0.1 | $903k | -12% | 7.5k | 121.14 |
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| Starbucks Corporation (SBUX) | 0.1 | $878k | 9.8k | 89.59 |
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| Boeing Company (BA) | 0.1 | $837k | +5% | 4.2k | 199.01 |
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| Applied Materials (AMAT) | 0.1 | $818k | 2.4k | 341.81 |
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| Trane Technologies SHS (TT) | 0.1 | $816k | -3% | 2.0k | 416.74 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $802k | -23% | 1.3k | 604.55 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $791k | -14% | 8.0k | 99.27 |
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| McDonald's Corporation (MCD) | 0.1 | $780k | +2% | 2.5k | 310.85 |
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| Oracle Corporation (ORCL) | 0.1 | $758k | 5.1k | 147.12 |
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| Cisco Systems (CSCO) | 0.1 | $724k | 9.3k | 77.59 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $723k | 3.7k | 192.92 |
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| T Rowe Price Etf Price Div Grwt (TDVG) | 0.1 | $722k | +9% | 16k | 44.63 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $695k | 4.7k | 148.09 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $665k | 6.3k | 106.15 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $655k | -2% | 2.2k | 298.84 |
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| Markel Corporation (MKL) | 0.1 | $626k | -3% | 327.00 | 1914.07 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $624k | 5.3k | 118.62 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $618k | -2% | 2.5k | 247.97 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $569k | 1.5k | 383.34 |
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| Emerson Electric (EMR) | 0.0 | $567k | -3% | 4.3k | 131.01 |
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| Netflix (NFLX) | 0.0 | $554k | -13% | 5.8k | 96.15 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $550k | 4.4k | 124.30 |
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| At&t (T) | 0.0 | $548k | -7% | 19k | 28.99 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $521k | +76% | 6.6k | 79.26 |
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| Ge Aerospace Com New (GE) | 0.0 | $503k | 1.8k | 284.21 |
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| Albertsons Cos Common Stock (ACI) | 0.0 | $502k | NEW | 29k | 17.04 |
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| Ge Vernova (GEV) | 0.0 | $499k | +7% | 571.00 | 873.12 |
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| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.0 | $478k | -8% | 7.8k | 61.32 |
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| United Parcel Svcs CL B (UPS) | 0.0 | $441k | 4.5k | 98.38 |
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| Morgan Stanley Com New (MS) | 0.0 | $440k | 2.7k | 164.60 |
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| Citigroup Com New (C) | 0.0 | $425k | 3.7k | 113.40 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $420k | 3.3k | 125.46 |
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| Live Nation Entertainment (LYV) | 0.0 | $417k | 2.7k | 152.51 |
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| Coca-Cola Company (KO) | 0.0 | $413k | 5.4k | 76.58 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $412k | 888.00 | 463.97 |
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| Advanced Micro Devices (AMD) | 0.0 | $412k | -3% | 2.0k | 203.43 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 0.0 | $411k | NEW | 4.5k | 92.27 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $408k | 1.2k | 328.56 |
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| UnitedHealth (UNH) | 0.0 | $403k | +12% | 1.5k | 270.65 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $400k | 8.1k | 49.37 |
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| Goldman Sachs (GS) | 0.0 | $398k | -3% | 470.00 | 845.80 |
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| First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) | 0.0 | $396k | NEW | 9.1k | 43.59 |
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| Pfizer (PFE) | 0.0 | $383k | -10% | 14k | 28.08 |
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| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.0 | $379k | -17% | 7.3k | 51.93 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $377k | NEW | 2.7k | 138.33 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $372k | 7.1k | 52.56 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $371k | +32% | 1.1k | 338.89 |
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| Honeywell International (HON) | 0.0 | $369k | 1.6k | 226.03 |
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| salesforce (CRM) | 0.0 | $357k | -11% | 1.9k | 186.63 |
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| TJX Companies (TJX) | 0.0 | $353k | 2.2k | 159.71 |
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| American Express Company (AXP) | 0.0 | $345k | -14% | 1.1k | 302.57 |
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| General Dynamics Corporation (GD) | 0.0 | $344k | 1.0k | 343.34 |
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| Servicenow (NOW) | 0.0 | $342k | +3% | 3.3k | 104.55 |
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| Waste Management (WM) | 0.0 | $335k | 1.5k | 229.73 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $330k | -22% | 3.7k | 88.16 |
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| Amphenol Corp Cl A (APH) | 0.0 | $322k | 2.5k | 126.59 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $305k | 1.4k | 218.71 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $303k | 2.8k | 108.98 |
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| Analog Devices (ADI) | 0.0 | $301k | -5% | 945.00 | 318.30 |
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| Hartford Financial Services (HIG) | 0.0 | $298k | 2.2k | 135.81 |
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| Lowe's Companies (LOW) | 0.0 | $296k | -2% | 1.3k | 236.29 |
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| CVS Caremark Corporation (CVS) | 0.0 | $294k | 4.1k | 71.82 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $294k | -17% | 2.2k | 130.92 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $290k | +3% | 3.1k | 94.24 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 0.0 | $290k | NEW | 11k | 26.20 |
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| Verizon Communications (VZ) | 0.0 | $289k | -17% | 5.8k | 50.20 |
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| Intuit (INTU) | 0.0 | $287k | -5% | 663.00 | 432.05 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $283k | 2.9k | 97.14 |
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| SYSCO Corporation (SYY) | 0.0 | $282k | 4.0k | 71.33 |
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| Capital One Financial (COF) | 0.0 | $281k | 1.5k | 182.40 |
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| Abbott Laboratories (ABT) | 0.0 | $280k | 2.7k | 102.68 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $275k | 910.00 | 302.10 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $275k | -5% | 1.4k | 198.33 |
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| Spdr Series Trust State Street Spd (CWB) | 0.0 | $273k | 3.0k | 91.52 |
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| Bristol Myers Squibb (BMY) | 0.0 | $272k | 4.5k | 60.65 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $270k | +52% | 1.8k | 146.28 |
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| Gilead Sciences (GILD) | 0.0 | $269k | 1.9k | 139.37 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $269k | 1.2k | 217.23 |
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| Global X Fds Defense Tech Etf (SHLD) | 0.0 | $265k | +12% | 3.7k | 70.84 |
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| Amgen (AMGN) | 0.0 | $265k | -18% | 753.00 | 351.91 |
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| Edwards Lifesciences (EW) | 0.0 | $260k | 3.2k | 80.08 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $260k | 2.4k | 106.48 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.0 | $259k | -21% | 5.7k | 45.89 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $258k | -11% | 2.8k | 92.73 |
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| Schwab Strategic Tr Fundamental Us B (FNDB) | 0.0 | $254k | 9.3k | 27.20 |
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| Enterprise Products Partners (EPD) | 0.0 | $251k | -23% | 6.6k | 37.84 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $249k | NEW | 4.1k | 61.26 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $249k | -12% | 188.00 | 1323.84 |
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| Palo Alto Networks (PANW) | 0.0 | $249k | NEW | 1.6k | 160.32 |
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| CRH Ord (CRH) | 0.0 | $248k | +8% | 2.4k | 105.51 |
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| Expedia Group Com New (EXPE) | 0.0 | $246k | 1.1k | 230.80 |
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| Travelers Companies (TRV) | 0.0 | $242k | 830.00 | 291.59 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $236k | 7.8k | 30.32 |
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| Draftkings Com Cl A (DKNG) | 0.0 | $231k | +16% | 11k | 21.62 |
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| Corning Incorporated (GLW) | 0.0 | $228k | NEW | 1.7k | 135.98 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $223k | 1.1k | 211.12 |
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| Constellation Energy (CEG) | 0.0 | $221k | 792.00 | 279.29 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $218k | NEW | 489.00 | 446.33 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $216k | 3.4k | 64.08 |
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| L3harris Technologies (LHX) | 0.0 | $212k | NEW | 614.00 | 345.11 |
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| Regeneron Pharmaceuticals (REGN) | 0.0 | $211k | NEW | 273.00 | 772.61 |
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| Fidelity Covington Trust Enhanced Large (FELV) | 0.0 | $211k | -4% | 6.0k | 34.91 |
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| Micron Technology (MU) | 0.0 | $207k | NEW | 612.00 | 338.08 |
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| Labcorp Holdings Com Shs (LH) | 0.0 | $206k | NEW | 770.00 | 266.90 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $205k | NEW | 959.00 | 213.90 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $204k | 791.00 | 257.37 |
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| Williams Companies (WMB) | 0.0 | $203k | NEW | 2.8k | 72.78 |
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| Welltower Inc Com reit (WELL) | 0.0 | $202k | NEW | 1.0k | 197.69 |
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| Magnite Ord (MGNI) | 0.0 | $173k | 15k | 11.88 |
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| Fs Specialty Lending Com Sh Ben Int (FSSL) | 0.0 | $133k | -14% | 11k | 12.51 |
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| Eyepoint Com New (EYPT) | 0.0 | $130k | NEW | 10k | 12.89 |
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| Acv Auctions Com Cl A (ACVA) | 0.0 | $95k | NEW | 23k | 4.24 |
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| Ambev Sa Sponsored Adr (ABEV) | 0.0 | $72k | 25k | 2.92 |
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| Microvision Inc Del Com New (MVIS) | 0.0 | $26k | +43% | 41k | 0.64 |
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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 2026 Q1 filed April 13, 2026
- 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