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 39.07% of Winthrop Advisory Group's stock portfolio.
- Added to shares of these 10 stocks: VTEB (+$53M), VTV (+$19M), PKE (+$13M), AAPL (+$6.0M), IXUS, ITOT, ACWX, QQQM, VONG, JPST.
- Started 18 new stock positions in AME, ADP, NEE, SHLD, INMU, UNP, XLU, RSP, ANET, WFC. REGN, BLK, SUSB, Exxon Mobil Corp, TMO, TXG, TEVJF, PKE.
- Reduced shares in these 10 stocks: J P Morgan Exchange Traded F (-$6.3M), QQQ, , IWB, SGOV, , BIL, MUB, IUSB, WDC.
- Sold out of its positions in ACVA, BKNG, CEG, XOM, HCA, IUSB, SGOV, LHX, MRVL, MVIS. QCOM, BIL, XLC, BND, WDC, WIT.
- Winthrop Advisory Group was a net buyer of stock by $112M.
- Winthrop Advisory Group has $1.6B in assets under management (AUM), dropping by 8.64%.
- Central Index Key (CIK): 0001739043
Tip: Access up to 7 years of quarterly data
Positions held by Winthrop Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Winthrop Advisory Group
Winthrop Advisory Group holds 228 positions in its portfolio as reported in the September 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) | 10.8 | $174M | +2% | 1.0M | 166.28 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 9.5 | $153M | 200k | 765.85 |
|
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 6.7 | $108M | +3% | 1.4M | 75.62 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 6.3 | $102M | 245k | 416.13 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 5.7 | $93M | 125k | 740.52 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 4.6 | $74M | 2.5M | 29.31 |
|
|
| Vanguard Index Fds MRNGSTR TTL STK (VTI) | 4.5 | $73M | 194k | 374.24 |
|
|
| Ishares Tr Ultra Short Dur (ICSH) | 4.3 | $69M | 1.4M | 50.40 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 3.9 | $62M | +545% | 1.3M | 47.36 |
|
| Apple (AAPL) | 3.5 | $57M | +11% | 172k | 333.02 |
|
| Spdr Series Trust ST STR PR SP1500 (SPTM) | 2.7 | $43M | 470k | 92.05 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 2.5 | $40M | 550k | 71.95 |
|
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 2.3 | $36M | +4% | 374k | 97.24 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 1.6 | $25M | +3% | 109k | 231.63 |
|
| Vanguard Index Fds Mrngstr Val Etf (VTV) | 1.6 | $25M | +320% | 117k | 216.08 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 1.5 | $25M | +17% | 81k | 304.64 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.5 | $24M | 189k | 125.26 |
|
|
| Ishares Tr Intl Eqty Factor (INTF) | 1.4 | $23M | 543k | 41.51 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.4 | $22M | 29k | 764.53 |
|
|
| Microsoft Corporation (MSFT) | 1.3 | $22M | 42k | 512.90 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 1.0 | $16M | +15% | 127k | 128.93 |
|
| Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) | 0.9 | $14M | 314k | 44.45 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.8 | $13M | 161k | 81.16 |
|
|
| Ishares Tr Core Msci Total (IXUS) | 0.8 | $13M | +43% | 135k | 94.99 |
|
| Amazon (AMZN) | 0.8 | $13M | +2% | 51k | 249.15 |
|
| Park Aerospace Corp. Cmn Pke (PKE) | 0.8 | $13M | NEW | 422k | 29.69 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.8 | $12M | +2% | 144k | 84.96 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.7 | $12M | +20% | 239k | 50.37 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.7 | $12M | 365k | 32.53 |
|
|
| Vanguard Index Fds Mrngstr Grwt Etf (VUG) | 0.7 | $12M | 131k | 90.11 |
|
|
| NVIDIA Corporation (NVDA) | 0.6 | $9.7M | 42k | 228.63 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $8.8M | 26k | 344.08 |
|
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.4 | $7.1M | 17k | 431.65 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $6.6M | +2% | 20k | 330.83 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.4 | $6.5M | -2% | 46k | 142.26 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $6.5M | 110k | 59.31 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $6.3M | +2% | 19k | 340.74 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.4 | $6.0M | 24k | 247.93 |
|
|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.4 | $6.0M | 132k | 45.84 |
|
|
| Lpl Financial Holdings (LPLA) | 0.4 | $6.0M | 20k | 305.80 |
|
|
| Meta Platforms Cl A (META) | 0.4 | $5.7M | -2% | 7.9k | 725.18 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $5.2M | +3% | 23k | 233.31 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $5.1M | 169k | 30.00 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $4.7M | +3% | 6.7k | 700.88 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $4.6M | +3% | 9.2k | 497.95 |
|
| Spdr Series Trust ST STR P500GRW (SPYG) | 0.3 | $4.2M | 34k | 123.08 |
|
|
| Tesla Motors (TSLA) | 0.2 | $3.7M | +7% | 11k | 354.81 |
|
| Visa Com Cl A (V) | 0.2 | $3.7M | 10k | 359.33 |
|
|
| Johnson & Johnson (JNJ) | 0.2 | $3.7M | +28% | 14k | 264.74 |
|
| Broadcom (AVGO) | 0.2 | $3.3M | +11% | 9.4k | 351.19 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $3.1M | 42k | 75.39 |
|
|
| Eli Lilly & Co. (LLY) | 0.2 | $3.0M | +34% | 2.6k | 1157.08 |
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.2 | $3.0M | 4.5k | 658.36 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.2 | $2.7M | 25k | 108.70 |
|
|
| Wal-Mart Stores (WMT) | 0.2 | $2.7M | +15% | 26k | 103.92 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $2.6M | +105% | 17k | 155.20 |
|
| Home Depot (HD) | 0.2 | $2.5M | 8.8k | 284.49 |
|
|
| Dimensional Etf Trust Us Equi Mark Etf (DFUS) | 0.1 | $2.4M | 29k | 83.03 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $2.2M | 23k | 96.88 |
|
|
| Cisco Systems (CSCO) | 0.1 | $2.1M | +2% | 20k | 107.63 |
|
| Kla Corp Com New (KLAC) | 0.1 | $2.0M | -2% | 10k | 194.93 |
|
| Ishares Tr Esg Optimized (SUSA) | 0.1 | $2.0M | 13k | 155.68 |
|
|
| Caterpillar (CAT) | 0.1 | $1.9M | +7% | 2.4k | 810.79 |
|
| Bank of America Corporation (BAC) | 0.1 | $1.8M | 34k | 54.43 |
|
|
| Vanguard Index Fds Mrngstr Mid Cap (VO) | 0.1 | $1.8M | -3% | 23k | 78.42 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $1.7M | -3% | 3.0k | 551.47 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.1 | $1.6M | -13% | 8.0k | 195.75 |
|
| Procter & Gamble Company (PG) | 0.1 | $1.5M | +2% | 11k | 145.28 |
|
| Walt Disney Company (DIS) | 0.1 | $1.5M | 14k | 104.90 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $1.4M | 14k | 106.71 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.4M | 3.6k | 380.79 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $1.3M | 8.8k | 152.08 |
|
|
| Abbvie (ABBV) | 0.1 | $1.3M | +2% | 5.1k | 261.59 |
|
| Micron Technology (MU) | 0.1 | $1.3M | +2% | 1.2k | 1065.11 |
|
| Intel Corporation (INTC) | 0.1 | $1.3M | +167% | 11k | 120.23 |
|
| Exxonmobil Holdings Corp Com Shs *a* | 0.1 | $1.3M | NEW | 7.8k | 162.75 |
|
| Applied Materials (AMAT) | 0.1 | $1.3M | -6% | 2.5k | 511.38 |
|
| Merck & Co (MRK) | 0.1 | $1.3M | +8% | 8.6k | 146.20 |
|
| Advanced Micro Devices (AMD) | 0.1 | $1.2M | -10% | 2.0k | 611.76 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $1.2M | -2% | 1.3k | 910.34 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $1.2M | -7% | 32k | 35.93 |
|
| Chevron Corporation (CVX) | 0.1 | $1.1M | +9% | 5.5k | 204.21 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $1.0M | -9% | 6.6k | 158.76 |
|
| Starbucks Corporation (SBUX) | 0.1 | $991k | +7% | 11k | 93.96 |
|
| Cigna Corp (CI) | 0.1 | $958k | 3.5k | 271.83 |
|
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.1 | $957k | +60% | 38k | 25.39 |
|
| International Business Machines (IBM) | 0.1 | $955k | -6% | 4.3k | 219.93 |
|
| First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) | 0.1 | $915k | +35% | 22k | 41.27 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $896k | -3% | 1.6k | 568.66 |
|
| T Rowe Price Exchange-traded Price Div Grwt (TDVG) | 0.1 | $894k | -2% | 19k | 48.26 |
|
| Trane Technologies SHS (TT) | 0.1 | $890k | 2.0k | 451.98 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $875k | 3.1k | 277.93 |
|
|
| Palo Alto Networks (PANW) | 0.1 | $856k | +7% | 2.2k | 397.31 |
|
| Pepsi (PEP) | 0.1 | $840k | +5% | 6.6k | 126.72 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $830k | -18% | 10k | 82.97 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $813k | -18% | 1.3k | 609.12 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $808k | +5% | 4.4k | 185.65 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $798k | 5.4k | 148.30 |
|
|
| Oracle Corporation (ORCL) | 0.0 | $783k | +2% | 5.7k | 137.30 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $766k | +139% | 5.7k | 135.52 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.0 | $740k | +49% | 8.5k | 86.99 |
|
| Vanguard Index Fds Mrngstr Lrg Cap (VV) | 0.0 | $737k | -4% | 2.1k | 351.90 |
|
| Southwest Airlines (LUV) | 0.0 | $724k | 17k | 41.64 |
|
|
| Coca-Cola Company (KO) | 0.0 | $712k | +28% | 8.2k | 86.63 |
|
| Boeing Company (BA) | 0.0 | $710k | -18% | 3.8k | 186.06 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $681k | -6% | 1.5k | 457.29 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $647k | -5% | 4.8k | 136.04 |
|
| Emerson Electric (EMR) | 0.0 | $645k | 4.2k | 155.10 |
|
|
| J P Morgan Exchange Traded F New York Tax Fre | 0.0 | $597k | -91% | 13k | 47.12 |
|
| Ge Vernova (GEV) | 0.0 | $596k | +8% | 627.00 | 950.49 |
|
| Amgen (AMGN) | 0.0 | $585k | +31% | 1.4k | 421.51 |
|
| Morgan Stanley Com New (MS) | 0.0 | $575k | +12% | 3.1k | 188.08 |
|
| Markel Corporation (MKL) | 0.0 | $560k | 327.00 | 1712.45 |
|
|
| Ge Aerospace Com New (GE) | 0.0 | $560k | 1.8k | 312.30 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $545k | +296% | 2.1k | 264.75 |
|
| McDonald's Corporation (MCD) | 0.0 | $541k | +4% | 2.3k | 231.00 |
|
| Goldman Sachs (GS) | 0.0 | $530k | +3% | 589.00 | 900.36 |
|
| Servicenow (NOW) | 0.0 | $528k | -5% | 3.9k | 134.01 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $522k | -3% | 1.0k | 509.25 |
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.0 | $518k | -2% | 7.0k | 73.80 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $501k | -14% | 2.2k | 228.26 |
|
| UnitedHealth (UNH) | 0.0 | $498k | -10% | 1.4k | 367.08 |
|
| Analog Devices (ADI) | 0.0 | $495k | +17% | 1.2k | 396.71 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $490k | +7% | 6.9k | 70.61 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $485k | -7% | 2.3k | 207.19 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $474k | +98% | 5.6k | 84.43 |
|
| At&t (T) | 0.0 | $466k | +3% | 19k | 24.40 |
|
| Live Nation Entertainment (LYV) | 0.0 | $462k | 2.7k | 169.30 |
|
|
| Netflix (NFLX) | 0.0 | $457k | +14% | 6.6k | 69.58 |
|
| American Express Company (AXP) | 0.0 | $452k | +35% | 1.5k | 304.10 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $447k | +16% | 2.4k | 187.05 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $447k | 877.00 | 509.51 |
|
|
| Citigroup Com New (C) | 0.0 | $446k | +8% | 3.4k | 129.48 |
|
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.0 | $443k | +48% | 2.9k | 150.75 |
|
| Nextera Energy (NEE) | 0.0 | $437k | NEW | 5.8k | 75.74 |
|
| salesforce (CRM) | 0.0 | $433k | -6% | 1.9k | 230.01 |
|
| Lam Research Corp Com New (LRCX) | 0.0 | $432k | -2% | 1.3k | 328.85 |
|
| United Parcel Svcs CL B (UPS) | 0.0 | $426k | -2% | 4.6k | 93.43 |
|
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.0 | $420k | -34% | 7.9k | 53.40 |
|
| Pfizer (PFE) | 0.0 | $416k | 15k | 28.52 |
|
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.0 | $412k | -4% | 5.9k | 69.26 |
|
| Blackrock Etf Trust Ii Ishar Inter Etf (INMU) | 0.0 | $405k | NEW | 18k | 22.89 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $396k | +84% | 1.4k | 280.09 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $383k | +4% | 3.6k | 107.54 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $371k | -2% | 205.00 | 1811.67 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $369k | 4.3k | 85.69 |
|
|
| Magnite Ord (MGNI) | 0.0 | $367k | 15k | 25.26 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $365k | 1.1k | 331.83 |
|
|
| Vanguard World Mrngstr Mega Cap (MGK) | 0.0 | $365k | -22% | 3.9k | 92.64 |
|
| Vanguard Index Fds Mrngstr Sml Cap (VB) | 0.0 | $363k | +9% | 1.3k | 284.39 |
|
| Spdr Series Trust St Str P500etf (SPYM) | 0.0 | $357k | +46% | 4.0k | 89.76 |
|
| Verizon Communications (VZ) | 0.0 | $356k | 7.8k | 45.87 |
|
|
| Expedia Group Com New (EXPE) | 0.0 | $350k | -32% | 1.3k | 263.37 |
|
| Gilead Sciences (GILD) | 0.0 | $349k | -3% | 2.3k | 149.05 |
|
| Abbott Laboratories (ABT) | 0.0 | $348k | -2% | 3.5k | 98.83 |
|
| TJX Companies (TJX) | 0.0 | $345k | +15% | 2.6k | 132.29 |
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $343k | -60% | 3.4k | 101.10 |
|
| Capital One Financial (COF) | 0.0 | $340k | -2% | 1.8k | 193.07 |
|
| First Tr Exchange-traded SHS (QTEC) | 0.0 | $339k | +48% | 1.0k | 329.73 |
|
| Corning Incorporated (GLW) | 0.0 | $337k | +7% | 2.2k | 153.76 |
|
| Travelers Companies (TRV) | 0.0 | $331k | 929.00 | 356.51 |
|
|
| Duke Energy Corp Com New (DUK) | 0.0 | $331k | +10% | 2.9k | 114.00 |
|
| SYSCO Corporation (SYY) | 0.0 | $326k | +5% | 4.2k | 77.96 |
|
| 10x Genomics Cl A Com (TXG) | 0.0 | $316k | NEW | 3.5k | 90.36 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $311k | 3.1k | 101.13 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $308k | 589.00 | 522.81 |
|
|
| Vanguard Index Fds MRNGSTR SM CP GR (VBK) | 0.0 | $307k | 910.00 | 337.71 |
|
|
| Spdr Series Trust St Str Conv Etf (CWB) | 0.0 | $302k | 3.0k | 101.18 |
|
|
| Altria (MO) | 0.0 | $301k | +23% | 4.4k | 68.45 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $299k | 4.8k | 62.40 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $298k | -9% | 3.8k | 79.14 |
|
| Deere & Company (DE) | 0.0 | $296k | +11% | 440.00 | 673.17 |
|
| Global X Fds Artificial Etf (AIQ) | 0.0 | $292k | +46% | 4.5k | 65.16 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $292k | -26% | 3.1k | 94.53 |
|
| Ishares Msci Japan Etf (EWJ) | 0.0 | $290k | -14% | 3.0k | 97.45 |
|
| Schwab Strategic Tr Fundamental Us B (FNDB) | 0.0 | $289k | 9.4k | 30.61 |
|
|
| Vanguard Index Fds MRNGSTR SML CP V (VBR) | 0.0 | $287k | 1.2k | 230.94 |
|
|
| Hartford Financial Services (HIG) | 0.0 | $286k | 2.3k | 122.97 |
|
|
| Kraneshares Trust Public-private A (AGIX) | 0.0 | $285k | 6.0k | 47.53 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $283k | -8% | 1.3k | 222.15 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $283k | -3% | 1.2k | 230.24 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $282k | -7% | 2.7k | 103.88 |
|
| Automatic Data Processing (ADP) | 0.0 | $282k | NEW | 1.1k | 259.75 |
|
| Edwards Lifesciences (EW) | 0.0 | $281k | -7% | 3.3k | 86.32 |
|
| Ishares Tr Msci Usa Min Etf (USMV) | 0.0 | $276k | 2.8k | 97.45 |
|
|
| Waste Management (WM) | 0.0 | $267k | -3% | 1.3k | 203.90 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $257k | -37% | 5.0k | 51.23 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $252k | 2.5k | 102.18 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $250k | -18% | 1.6k | 157.82 |
|
| Vanguard Index Fds MRNGSTR MD CP GR (VOT) | 0.0 | $249k | 854.00 | 291.99 |
|
|
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.0 | $249k | 4.1k | 61.51 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $248k | 2.0k | 125.65 |
|
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $246k | -6% | 2.4k | 104.55 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $243k | -18% | 1.0k | 241.31 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $238k | NEW | 1.2k | 203.59 |
|
| Enterprise Products Partners (EPD) | 0.0 | $237k | 6.7k | 35.61 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $234k | NEW | 309.00 | 758.26 |
|
| Blackrock Etf Trust Isha I In Te Etf (BAI) | 0.0 | $231k | -9% | 4.9k | 47.19 |
|
| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.0 | $230k | NEW | 5.8k | 39.44 |
|
| Ishares Msci Gbl Etf New (PICK) | 0.0 | $230k | 3.8k | 59.96 |
|
|
| Williams Companies (WMB) | 0.0 | $230k | +21% | 3.4k | 67.97 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $230k | 7.8k | 29.50 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $226k | -25% | 1.2k | 183.37 |
|
| Blackrock Etf Trust Ii Isha Flex In Etf (BINC) | 0.0 | $225k | -14% | 4.4k | 50.79 |
|
| Union Pacific Corporation (UNP) | 0.0 | $225k | NEW | 828.00 | 272.13 |
|
| Ametek (AME) | 0.0 | $223k | NEW | 901.00 | 247.72 |
|
| Global X Fds Defense Tech Etf (SHLD) | 0.0 | $223k | NEW | 3.7k | 60.08 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $223k | +3% | 2.0k | 109.59 |
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $222k | 2.5k | 89.11 |
|
|
| Ishares Msci Israel Etf (EIS) | 0.0 | $221k | 1.8k | 121.32 |
|
|
| Labcorp Holdings Com Shs (LH) | 0.0 | $221k | 717.00 | 308.30 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $219k | -17% | 2.8k | 77.26 |
|
| Wells Fargo & Company (WFC) | 0.0 | $217k | NEW | 2.7k | 80.05 |
|
| Lowe's Companies (LOW) | 0.0 | $216k | -12% | 1.2k | 184.30 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $211k | NEW | 1.0k | 208.02 |
|
| Chubb (CB) | 0.0 | $209k | +8% | 639.00 | 326.34 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $207k | -16% | 1.7k | 119.83 |
|
| CRH Ord (CRH) | 0.0 | $207k | +12% | 2.5k | 82.80 |
|
| Teva Pharmaceutical Inds Shs *a* (TEVJF) | 0.0 | $206k | NEW | 5.2k | 39.62 |
|
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.0 | $206k | NEW | 8.4k | 24.43 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $206k | 2.6k | 78.10 |
|
|
| Draftkings Com Cl A (DKNG) | 0.0 | $203k | 11k | 19.00 |
|
|
| Eaton Corp SHS (ETN) | 0.0 | $202k | -4% | 471.00 | 429.71 |
|
| Blackrock (BLK) | 0.0 | $202k | NEW | 191.00 | 1058.25 |
|
| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $201k | 3.0k | 67.83 |
|
|
| Thermo Fisher Scientific (TMO) | 0.0 | $201k | NEW | 297.00 | 675.54 |
|
| Albertsons Companies Common Stock (ACI) | 0.0 | $192k | -23% | 17k | 11.61 |
|
| Ambev Sa Sponsored Adr (ABEV) | 0.0 | $73k | -8% | 25k | 2.97 |
|
Past Filings by Winthrop Advisory Group
SEC 13F filings are viewable for Winthrop Advisory Group going back to 2017
- Winthrop Advisory Group 2026 Q3 filed Oct. 22, 2026
- 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