Winthrop Advisory Group LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
WA Winthrop Advisory Group LLC | Institutional Filer | ▲ 3.69% | $1.22B | 194 |
Current Portfolio Holdings
Showing all 194 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | — | 968K | $137.9M | 11.27% |
| 2 | IVV | ISHARES TR | — | 188K | $122.8M | 10.04% |
| 3 | IWB | iShares Russell 1000 ETF | — | 249K | $88.9M | 7.27% |
| 4 | ACWX | ISHARES TR | — | 1.3M | $87.0M | 7.11% |
| 5 | QQQ | Invesco QQQ Trust | — | 129K | $74.7M | 6.10% |
| 6 | ICSH | ISHARES TR | — | 1.2M | $62.0M | 5.07% |
| 7 | VTI | VANGUARD INDEX FDS | — | 190K | $61.0M | 4.98% |
| 8 | SCHB | SCHWAB STRATEGIC TR | — | 2.4M | $60.1M | 4.91% |
| 9 | AAPL | Apple Inc. | Technology | 154K | $39.1M | 3.20% |
| 10 | SPTM | SPDR SERIES TRUST | — | 464K | $36.7M | 3.00% |
| 11 | IJH | ISHARES TR | — | 537K | $36.3M | 2.96% |
| 12 | DGRW | WISDOMTREE TR | — | 295K | $25.9M | 2.11% |
| 13 | INTF | ISHARES TR | — | 559K | $21.8M | 1.78% |
| 14 | IWF | ISHARES TR | — | 48K | $20.3M | 1.66% |
| 15 | VXF | VANGUARD INDEX FDS | — | 98K | $20.3M | 1.66% |
Showing 1 to 15 of 194 holdings