Winthrop Advisory Group

Winthrop Advisory Group as of March 31, 2026

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