WA
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Winthrop Advisory Group LLC13F | |
| Winthrop Advisory Group LLC | |
| Last update 2025-07-23 | 181 Stocks (29 new) |
| Value $1.04 Bil | Turnover 12 % |
Winthrop Advisory Group LLC Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 864,811 | 116,784.0 | +6.02% | 11.270 | +0.64% | 0.160 | +16.64% | +8.51% | 72,996.2 | ||
IVV | iShares Core S&P 500 ETF | 176,589 | 109,643.8 | +7.80% | 10.580 | +0.77% | 0.020 | +16.45% | +8.98% | 642,461.0 | ||
IWB | iShares Russell 1000 ETF | 257,112 | 87,307.5 | +11.71% | 8.420 | +0.88% | 0.210 | +16.36% | +8.75% | 41,856.7 | ||
QQQ | INVESCO QQQ Trust | 133,500 | 73,722.4 | +5.36% | 7.110 | +0.36% | 0.020 | +21.03% | +10.81% | 360,250.4 | ||
ICSH |
iShares Ultra Short Duration Bond Active ETF
iShares Ultra Short Duration Bond Active ETF
| 1,198,040 | 60,752.6 | +5.64% | 5.860 | +0.31% | 1.020 | +1.22% | +2.77% | 5,963.7 | ||
ACWX | iShares MSCI ACWI Ex US Index Fund | 968,519 | 59,021.5 | +5.23% | 5.690 | +0.28% | 0.920 | +11.75% | +20.92% | 6,567.1 | ||
VTI | Vanguard Total Stock Market ETF | 192,218 | 58,596.3 | +14.06% | 5.650 | +0.70% | 0.010 | +16.10% | +7.76% | 478,263.0 | ||
SCHB | Schwab U.S. Broad Market ETF | 2,285,320 | 54,459.2 | +59.52% | 5.250 | +1.96% | 0.160 | +16.59% | +8.48% | 35,306.3 | ||
SPTM |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF
| 480,143 | 35,957.9 | +13.00% | 3.470 | +0.40% | 0.340 | +16.09% | +8.33% | 10,801.7 | ||
AAPL | Apple Inc | 155,787 | 31,962.8 | +3.43% | 3.080 | +0.10% | 0.000 | +2.72% | -14.43% | 3,192,682.2 | Hardware |
Winthrop Advisory Group LLC's Historical Top Holdings Breakdowns
Winthrop Advisory Group LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SCHB | Schwab U.S. Broad Market ETF | 2025-06-30 | Add Add | +1.96% | 19.1 ($22.02) 23.83 | $24.48 | 11.17% | Add 59.52% | 2,285,320 | 852,738 | |
IWB | iShares Russell 1000 ETF | 2025-06-30 | Add Add | +0.88% | 272.36 ($313.79) 339.57 | $348.52 | 11.07% | Add 11.71% | 257,112 | 26,957 | |
IVV | iShares Core S&P 500 ETF | 2025-06-30 | Add Add | +0.77% | 498.8 ($573.99) 620.9 | $637.58 | 11.08% | Add 7.8% | 176,589 | 12,776 | |
VUG | Vanguard Growth ETF | 2025-06-30 | Add Add | +0.70% | 329.49 ($394.63) 438.4 | $452.27 | 14.61% | Add 581.39% | 19,474 | 16,616 | |
VTI | Vanguard Total Stock Market ETF | 2025-06-30 | Add Add | +0.70% | 243.75 ($281.15) 303.93 | $312.30 | 11.08% | Add 14.06% | 192,218 | 23,694 | |
VXUS | Vanguard Total International Stock | 2025-06-30 | Add Add | +0.66% | 55.54 ($64.89) 69.09 | $70.59 | 8.78% | Add 866.49% | 110,905 | 99,430 | |
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 2025-06-30 | Add Add | +0.64% | 108.12 ($124.74) 135.04 | $138.75 | 11.23% | Add 6.02% | 864,811 | 49,091 | |
SPTM |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF
| 2025-06-30 | Add Add | +0.40% | 60.34 ($69.38) 74.89 | $76.88 | 10.81% | Add 13% | 480,143 | 55,239 | |
QQQ | INVESCO QQQ Trust | 2025-06-30 | Add Add | +0.36% | 416.06 ($496.89) 551.64 | $565.01 | 13.71% | Add 5.36% | 133,500 | 6,788 | |
MSFT | Microsoft Corp | 2025-06-30 | Add Add | +0.34% | 354.56 ($433.34) 497.45 | $510.88 | 17.89% | Add 22.29% | 38,385 | 6,997 |
Winthrop Advisory Group LLC Total Holding History ($B)
Winthrop Advisory Group LLC's Asset Allocation
Winthrop Advisory Group LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Winthrop Advisory Group LLC's Hypothetical Growth since 2025-06-30
Winthrop Advisory Group LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Winthrop Advisory Group LLC's Holdings Heat Map
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Winthrop Advisory Group LLC's Holdings Bubble Chart
Winthrop Advisory Group LLC News
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