Winthrop Advisory Group
Latest statistics and disclosures from Winthrop Advisory Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ITOT, IVV, ACWX, IWB, QQQ, and represent 41.55% of Winthrop Advisory Group's stock portfolio.
- Added to shares of these 10 stocks: IWF (+$18M), VUG (+$9.5M), ITOT (+$9.4M), ACWX (+$8.5M), J P Morgan Exchange Traded F (+$7.4M), IVV (+$7.3M), ICSH (+$6.9M), QQQM (+$6.0M), DGRW (+$6.0M), IXUS.
- Started 40 new stock positions in ETN, VRT, BIL, SPYM, PHO, XLC, IJK, AIQ, WDC, INTC.
- Reduced shares in these 10 stocks: QQQ, LUV, IWB, INTF, AGG, Honeywell International, DFAC, INTU, SHLD, VIG.
- Sold out of its positions in EYPT, FELV, SHLD, Honeywell International, INTU, FSSL, REGN, XLU.
- Winthrop Advisory Group was a net buyer of stock by $124M.
- Winthrop Advisory Group has $1.5B in assets under management (AUM), dropping by 21.28%.
- Central Index Key (CIK): 0001739043
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Portfolio Holdings for Winthrop Advisory Group
Winthrop Advisory Group holds 226 positions in its portfolio as reported in the June 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 | $169M | +5% | 1.0M | 164.27 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 10.0 | $148M | +5% | 198k | 748.89 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 7.1 | $105M | +8% | 1.4M | 76.11 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 6.8 | $101M | 248k | 409.50 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 6.3 | $94M | 127k | 735.50 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 4.9 | $72M | +3% | 2.5M | 28.96 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 4.8 | $72M | +2% | 194k | 370.04 |
|
| Ishares Tr Ultra Short Dur (ICSH) | 4.6 | $69M | +11% | 1.4M | 50.58 |
|
| Apple (AAPL) | 3.0 | $44M | 154k | 289.36 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 2.8 | $42M | 545k | 77.11 |
|
|
| Spdr Series Trust ST STR PR SP1500 (SPTM) | 2.8 | $42M | 462k | 90.79 |
|
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 2.3 | $34M | +21% | 357k | 95.62 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 1.7 | $26M | +6% | 105k | 246.21 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.6 | $24M | +297% | 190k | 124.17 |
|
| Ishares Tr Intl Eqty Factor (INTF) | 1.5 | $22M | -2% | 545k | 40.96 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.5 | $22M | 29k | 748.64 |
|
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 1.4 | $21M | +39% | 69k | 302.97 |
|
| Microsoft Corporation (MSFT) | 1.1 | $16M | +4% | 43k | 373.02 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.9 | $14M | +29% | 110k | 127.81 |
|
| Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) | 0.9 | $14M | -2% | 315k | 44.36 |
|
| Ishares Core Msci Emkt (IEMG) | 0.9 | $13M | +5% | 158k | 82.84 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.8 | $12M | +5% | 140k | 85.49 |
|
| Amazon (AMZN) | 0.8 | $12M | +4% | 50k | 238.34 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.8 | $12M | 367k | 31.71 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.8 | $11M | +498% | 132k | 86.14 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.7 | $10M | 203k | 50.58 |
|
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.7 | $10M | +58% | 197k | 50.57 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $9.0M | +9% | 25k | 357.37 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.6 | $8.9M | +126% | 94k | 95.44 |
|
| NVIDIA Corporation (NVDA) | 0.6 | $8.4M | +21% | 42k | 200.09 |
|
| J P Morgan Exchange Traded F New York Tax Fre | 0.5 | $7.4M | NEW | 147k | 50.18 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.5 | $7.1M | 17k | 426.40 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $6.6M | 111k | 59.69 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.4 | $6.4M | +6% | 47k | 137.53 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $6.4M | 18k | 353.33 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $6.4M | +4% | 19k | 327.34 |
|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.4 | $6.1M | +4% | 133k | 45.70 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.4 | $6.1M | 28k | 217.93 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.4 | $5.9M | 25k | 242.43 |
|
|
| Lpl Financial Holdings (LPLA) | 0.4 | $5.6M | 20k | 281.68 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $5.1M | -4% | 22k | 236.62 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $5.0M | 171k | 29.43 |
|
|
| Meta Platforms Cl A (META) | 0.3 | $4.6M | +3% | 8.1k | 563.28 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $4.5M | 8.9k | 500.36 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $4.4M | +12% | 6.5k | 686.78 |
|
| Tesla Motors (TSLA) | 0.3 | $4.1M | 9.8k | 420.60 |
|
|
| Spdr Series Trust ST STR P500GRW (SPYG) | 0.3 | $4.1M | 34k | 118.99 |
|
|
| Visa Com Cl A (V) | 0.2 | $3.5M | +4% | 10k | 343.10 |
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.2 | $3.2M | +2% | 4.6k | 705.09 |
|
| Kla Corp Com New (KLAC) | 0.2 | $3.2M | +930% | 11k | 301.70 |
|
| Broadcom (AVGO) | 0.2 | $3.2M | +22% | 8.4k | 377.74 |
|
| Home Depot (HD) | 0.2 | $3.1M | 8.9k | 352.69 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $3.1M | 41k | 75.79 |
|
|
| Johnson & Johnson (JNJ) | 0.2 | $2.8M | +3% | 11k | 253.96 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.2 | $2.6M | +43% | 25k | 106.31 |
|
| Wal-Mart Stores (WMT) | 0.2 | $2.5M | -3% | 22k | 113.26 |
|
| Dimensional Etf Trust Us Equi Mark Etf (DFUS) | 0.2 | $2.4M | +3% | 29k | 81.94 |
|
| Caterpillar (CAT) | 0.2 | $2.3M | +5% | 2.2k | 1064.92 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $2.3M | +11% | 1.9k | 1199.63 |
|
| Cisco Systems (CSCO) | 0.2 | $2.3M | +106% | 19k | 117.46 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $2.2M | -7% | 22k | 96.58 |
|
| Ishares Tr Esg Optimized (SUSA) | 0.1 | $2.0M | +13% | 13k | 154.30 |
|
| Bank of America Corporation (BAC) | 0.1 | $1.9M | +6% | 34k | 56.98 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $1.9M | +335% | 24k | 80.57 |
|
| Applied Materials (AMAT) | 0.1 | $1.9M | +10% | 2.6k | 723.04 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.1 | $1.8M | +35% | 9.2k | 190.52 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $1.6M | +11% | 3.1k | 513.65 |
|
| Procter & Gamble Company (PG) | 0.1 | $1.5M | +6% | 10k | 146.64 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $1.5M | +3% | 14k | 110.32 |
|
| Hca Holdings (HCA) | 0.1 | $1.4M | 3.7k | 389.86 |
|
|
| Micron Technology (MU) | 0.1 | $1.4M | +96% | 1.2k | 1154.51 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $1.4M | 8.8k | 156.31 |
|
|
| Walt Disney Company (DIS) | 0.1 | $1.3M | +2% | 14k | 97.00 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.3M | +31% | 3.6k | 368.33 |
|
| International Business Machines (IBM) | 0.1 | $1.3M | +11% | 4.6k | 281.21 |
|
| Advanced Micro Devices (AMD) | 0.1 | $1.3M | +8% | 2.2k | 580.91 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $1.3M | +72% | 8.1k | 158.03 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $1.3M | +6% | 1.3k | 935.75 |
|
| Abbvie (ABBV) | 0.1 | $1.2M | +8% | 4.9k | 251.66 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $1.2M | +7% | 35k | 33.84 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $1.1M | 7.3k | 156.97 |
|
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $1.1M | +9% | 1.6k | 655.80 |
|
| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.1 | $1.0M | NEW | 10k | 100.67 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $1.0M | +31% | 1.6k | 640.70 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $1.0M | NEW | 12k | 83.75 |
|
| Merck & Co (MRK) | 0.1 | $1.0M | +6% | 7.9k | 129.32 |
|
| Boeing Company (BA) | 0.1 | $1.0M | +11% | 4.7k | 216.45 |
|
| Starbucks Corporation (SBUX) | 0.1 | $1.0M | 9.8k | 102.19 |
|
|
| Exxon Mobil Corporation (XOM) | 0.1 | $1.0M | +6% | 7.3k | 136.73 |
|
| Trane Technologies SHS (TT) | 0.1 | $975k | 2.0k | 491.16 |
|
|
| Cigna Corp (CI) | 0.1 | $968k | +2% | 3.5k | 275.69 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $946k | +26% | 3.1k | 300.48 |
|
| T Rowe Price Exchange-traded Price Div Grwt (TDVG) | 0.1 | $935k | +17% | 19k | 49.03 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $932k | +38% | 8.7k | 107.62 |
|
| Southwest Airlines (LUV) | 0.1 | $897k | -48% | 17k | 51.60 |
|
| Pepsi (PEP) | 0.1 | $847k | 6.3k | 135.39 |
|
|
| Chevron Corporation (CVX) | 0.1 | $830k | +4% | 5.0k | 165.77 |
|
| Oracle Corporation (ORCL) | 0.1 | $813k | +7% | 5.5k | 146.54 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $786k | +10% | 4.1k | 189.73 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $762k | +45% | 1.6k | 478.55 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $754k | 2.2k | 343.86 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $750k | +14% | 5.1k | 148.30 |
|
| First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) | 0.0 | $713k | +80% | 16k | 43.61 |
|
| Palo Alto Networks (PANW) | 0.0 | $682k | +29% | 2.0k | 341.02 |
|
| Ge Vernova (GEV) | 0.0 | $681k | 579.00 | 1175.30 |
|
|
| Ge Aerospace Com New (GE) | 0.0 | $668k | 1.8k | 373.74 |
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| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.0 | $648k | +49% | 12k | 53.61 |
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| Markel Corporation (MKL) | 0.0 | $639k | 327.00 | 1953.01 |
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| UnitedHealth (UNH) | 0.0 | $627k | 1.5k | 415.73 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 0.0 | $624k | +112% | 24k | 26.52 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $613k | +2% | 5.4k | 114.18 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $610k | +80% | 2.5k | 242.40 |
|
| McDonald's Corporation (MCD) | 0.0 | $603k | -11% | 2.2k | 270.26 |
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| Emerson Electric (EMR) | 0.0 | $602k | -2% | 4.2k | 143.16 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $586k | +40% | 1.4k | 433.54 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $582k | +142% | 2.6k | 227.09 |
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| Goldman Sachs (GS) | 0.0 | $576k | +21% | 570.00 | 1011.27 |
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| Morgan Stanley Com New (MS) | 0.0 | $570k | +2% | 2.7k | 209.01 |
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| Intel Corporation (INTC) | 0.0 | $565k | NEW | 4.0k | 139.65 |
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| Spdr Series Trust St Str Blo 1 Etf (BIL) | 0.0 | $543k | NEW | 5.9k | 91.64 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $542k | -19% | 1.1k | 509.53 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 0.0 | $526k | +28% | 5.7k | 92.20 |
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| Coca-Cola Company (KO) | 0.0 | $524k | +18% | 6.4k | 81.67 |
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| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.0 | $521k | -7% | 7.2k | 72.28 |
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| Corning Incorporated (GLW) | 0.0 | $521k | +21% | 2.0k | 255.38 |
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| Expedia Group Com New (EXPE) | 0.0 | $505k | +85% | 2.0k | 255.84 |
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| United Parcel Svcs CL B (UPS) | 0.0 | $501k | +3% | 4.7k | 107.50 |
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| Live Nation Entertainment (LYV) | 0.0 | $500k | 2.7k | 183.11 |
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| Amphenol Corp Cl A (APH) | 0.0 | $499k | +11% | 2.8k | 176.54 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $460k | +91% | 6.5k | 71.25 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $458k | 877.00 | 522.15 |
|
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| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $447k | NEW | 5.1k | 87.91 |
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| Citigroup Com New (C) | 0.0 | $446k | -15% | 3.2k | 139.96 |
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| CVS Caremark Corporation (CVS) | 0.0 | $446k | +5% | 4.3k | 103.44 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.0 | $424k | NEW | 6.2k | 68.01 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $423k | +14% | 8.1k | 52.41 |
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| Analog Devices (ADI) | 0.0 | $423k | +12% | 1.1k | 396.98 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $417k | -47% | 4.2k | 98.97 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $417k | +11% | 210.00 | 1983.84 |
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| Servicenow (NOW) | 0.0 | $415k | +27% | 4.2k | 99.28 |
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| Vertiv Holdings Com Cl A (VRT) | 0.0 | $412k | NEW | 1.2k | 334.91 |
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| Netflix (NFLX) | 0.0 | $409k | 5.7k | 71.40 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $397k | NEW | 520.00 | 763.14 |
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| General Dynamics Corporation (GD) | 0.0 | $392k | +10% | 1.1k | 354.40 |
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| At&t (T) | 0.0 | $384k | 19k | 20.70 |
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| Amgen (AMGN) | 0.0 | $381k | +39% | 1.1k | 362.01 |
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| American Express Company (AXP) | 0.0 | $370k | -4% | 1.1k | 338.40 |
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| Capital One Financial (COF) | 0.0 | $364k | +17% | 1.8k | 200.63 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $353k | NEW | 1.2k | 303.23 |
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| Pfizer (PFE) | 0.0 | $346k | +5% | 14k | 24.08 |
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| TJX Companies (TJX) | 0.0 | $342k | 2.3k | 151.53 |
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| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.0 | $338k | NEW | 2.0k | 170.86 |
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| Verizon Communications (VZ) | 0.0 | $334k | +36% | 7.9k | 42.34 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $333k | 912.00 | 365.54 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $332k | +2% | 3.4k | 97.01 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $331k | +16% | 2.6k | 126.57 |
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| SYSCO Corporation (SYY) | 0.0 | $330k | 3.9k | 83.57 |
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| Abbott Laboratories (ABT) | 0.0 | $326k | +32% | 3.6k | 90.74 |
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| Ishares Msci Japan Etf (EWJ) | 0.0 | $326k | NEW | 3.5k | 93.28 |
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| Spdr Series Trust St Str Conv Etf (CWB) | 0.0 | $322k | 3.0k | 107.82 |
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| Edwards Lifesciences (EW) | 0.0 | $319k | +8% | 3.5k | 90.46 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $318k | NEW | 4.2k | 76.54 |
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| salesforce (CRM) | 0.0 | $315k | +4% | 2.0k | 157.15 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $312k | NEW | 2.4k | 132.22 |
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| Hartford Financial Services (HIG) | 0.0 | $310k | +6% | 2.3k | 133.12 |
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| Travelers Companies (TRV) | 0.0 | $309k | +12% | 937.00 | 330.04 |
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| Gilead Sciences (GILD) | 0.0 | $307k | +25% | 2.4k | 126.34 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $307k | -28% | 2.0k | 156.91 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $305k | NEW | 1.4k | 219.51 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $304k | 2.9k | 103.89 |
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| Waste Management (WM) | 0.0 | $303k | -6% | 1.4k | 222.84 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $302k | 3.1k | 98.20 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $299k | 1.2k | 243.07 |
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| Ishares Tr Core Univrsl Usd (IUSB) | 0.0 | $298k | NEW | 6.5k | 46.15 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $295k | +21% | 594.00 | 496.50 |
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| Lowe's Companies (LOW) | 0.0 | $294k | +6% | 1.3k | 220.46 |
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| Albertsons Companies Common Stock (ACI) | 0.0 | $293k | -26% | 22k | 13.53 |
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| Welltower Inc Com reit (WELL) | 0.0 | $289k | +24% | 1.3k | 227.02 |
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| Schwab Strategic Tr Fundamental Us B (FNDB) | 0.0 | $286k | 9.4k | 30.46 |
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| Blackrock Etf Trust Isha I In Te Etf (BAI) | 0.0 | $285k | NEW | 5.4k | 52.72 |
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| Kraneshares Trust Public-private A (AGIX) | 0.0 | $281k | NEW | 6.0k | 46.89 |
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| Bristol Myers Squibb (BMY) | 0.0 | $276k | +7% | 4.8k | 57.62 |
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| Magnite Ord (MGNI) | 0.0 | $276k | 15k | 18.98 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $272k | -47% | 3.4k | 79.03 |
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| Blackrock Etf Trust Ii Isha Flex In Etf (BINC) | 0.0 | $271k | -28% | 5.2k | 52.34 |
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| Ishares Tr Msci Usa Min Etf (USMV) | 0.0 | $270k | 2.8k | 96.47 |
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| Draftkings Com Cl A (DKNG) | 0.0 | $269k | 11k | 25.26 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $268k | +3% | 2.5k | 106.45 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $265k | -12% | 2.4k | 109.08 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $261k | +7% | 853.00 | 306.41 |
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| Altria (MO) | 0.0 | $259k | NEW | 3.5k | 73.02 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $259k | NEW | 2.1k | 124.44 |
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| Deere & Company (DE) | 0.0 | $251k | NEW | 395.00 | 635.56 |
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| Enterprise Products Partners (EPD) | 0.0 | $245k | 6.7k | 36.76 |
|
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| Western Digital (WDC) | 0.0 | $242k | NEW | 379.00 | 639.17 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $240k | +11% | 2.1k | 116.67 |
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| Spdr Series Trust St Str P500etf (SPYM) | 0.0 | $238k | NEW | 2.7k | 87.89 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $238k | 7.8k | 30.49 |
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| CRH Ord (CRH) | 0.0 | $237k | -5% | 2.2k | 107.00 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $237k | NEW | 2.0k | 119.50 |
|
| First Tr Exchange-traded SHS (QTEC) | 0.0 | $231k | NEW | 690.00 | 334.70 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $231k | NEW | 2.0k | 117.50 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $228k | NEW | 766.00 | 298.20 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $223k | NEW | 3.0k | 73.41 |
|
| Select Sector Spdr Tr St Str Svc Etf (XLC) | 0.0 | $221k | NEW | 2.1k | 107.12 |
|
| Ishares Msci Israel Etf (EIS) | 0.0 | $220k | NEW | 1.8k | 120.71 |
|
| Ishares Msci Gbl Etf New (PICK) | 0.0 | $219k | NEW | 3.8k | 58.15 |
|
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.0 | $214k | 4.0k | 53.11 |
|
|
| Qualcomm (QCOM) | 0.0 | $212k | NEW | 1.1k | 184.73 |
|
| Eaton Corp SHS (ETN) | 0.0 | $210k | NEW | 493.00 | 426.53 |
|
| L3harris Technologies (LHX) | 0.0 | $208k | +16% | 717.00 | 290.67 |
|
| Marvell Technology (MRVL) | 0.0 | $208k | NEW | 700.00 | 297.66 |
|
| Booking Holdings (BKNG) | 0.0 | $208k | NEW | 1.2k | 178.24 |
|
| Constellation Energy (CEG) | 0.0 | $207k | +5% | 835.00 | 248.23 |
|
| Williams Companies (WMB) | 0.0 | $207k | 2.8k | 74.34 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $206k | +19% | 1.7k | 124.41 |
|
| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $205k | NEW | 3.0k | 69.07 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $202k | -28% | 2.7k | 75.51 |
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $201k | NEW | 2.5k | 80.83 |
|
| Chubb (CB) | 0.0 | $201k | NEW | 590.00 | 340.74 |
|
| Labcorp Holdings Com Shs (LH) | 0.0 | $201k | -6% | 717.00 | 280.14 |
|
| Global X Fds Artificial Etf (AIQ) | 0.0 | $200k | NEW | 3.1k | 65.61 |
|
| Acv Auctions Com Cl A (ACVA) | 0.0 | $162k | 23k | 7.19 |
|
|
| Ambev Sa Sponsored Adr (ABEV) | 0.0 | $85k | +8% | 27k | 3.16 |
|
| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $26k | NEW | 12k | 2.25 |
|
| Microvision Inc Del Com New (MVIS) | 0.0 | $19k | +41% | 58k | 0.33 |
|
Past Filings by Winthrop Advisory Group
SEC 13F filings are viewable for Winthrop Advisory Group going back to 2017
- Winthrop Advisory Group 2026 Q2 filed July 17, 2026
- 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