The Analysis of Winthrop Advisory Group LLC's Holdings


Currently, Winthrop Advisory Group LLC holds 191 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in ITOT (+35.6K shares, valued at $5.2M), ACWX (+79.0K shares, valued at $5.1M), IEMG (+47.7K shares, valued at $3.1M); decreased their positions in IJH (-27.3K shares, valued at $1.8M), IWB (-3.2K shares, valued at $1.2M), SPTM (-7.3K shares, valued at $590.1K); initiated new positions in VONG (+12.7K shares, valued at $1.5M), TDVG (+18.2K shares, valued at $801.6K), JQUA (+8.7K shares, valued at $548.8K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
ITOT ISHARES TR900.4K shares4.12%2025-09-302025-10-24history
IVV ISHARES TR180.1K shares1.98%2025-09-302025-10-24history
IWB ISHARES TR253.9K shares-1.25%2025-09-302025-10-24history
QQQ INVESCO QQQ TR136.2K shares2.01%2025-09-302025-10-24history
ACWX ISHARES TR1.0M shares8.15%2025-09-302025-10-24history
VTI VANGUARD INDEX FDS191.4K shares-0.40%2025-09-302025-10-24history
ICSH ISHARES TR1.2M shares1.55%2025-09-302025-10-24history
SCHB SCHWAB STRATEGIC TR2.3M shares1.02%2025-09-302025-10-24history
Sponsored
AAPL APPLE INC157.0K shares0.79%2025-09-302025-10-24history
SPTM SPDR SERIES TRUST472.8K shares-1.52%2025-09-302025-10-24history
IWF ISHARES TR48.2K shares-0.09%2025-09-302025-10-24history
MSFT MICROSOFT CORP38.4K shares0.04%2025-09-302025-10-24history
SPY SPDR S&P 500 ETF TR29.4K shares-0.75%2025-09-302025-10-24history
DGRW WISDOMTREE TR214.0K shares10.92%2025-09-302025-10-24history
VXF VANGUARD INDEX FDS85.4K shares15.27%2025-09-302025-10-24history
IJH ISHARES TR195.5K shares-12.25%2025-09-302025-10-24history
Sponsored
DFAC DIMENSIONAL ETF TRUST329.9K shares-0.62%2025-09-302025-10-24history
AMZN AMAZON COM INC48.0K shares3.45%2025-09-302025-10-24history
VTEB VANGUARD MUN BD FDS210.0K shares2.16%2025-09-302025-10-24history
SCHD SCHWAB STRATEGIC TR361.1K shares-0.40%2025-09-302025-10-24history
VUG VANGUARD INDEX FDS19.8K shares1.83%2025-09-302025-10-24history
VXUS VANGUARD STAR FDS117.7K shares6.11%2025-09-302025-10-24history
IEMG ISHARES INC126.2K shares60.70%2025-09-302025-10-24history
QQQM INVESCO EXCH TRADED FD TR II30.5K shares42.92%2025-09-302025-10-24history
Sponsored
JPST J P MORGAN EXCHANGE TRADED F139.5K shares10.12%2025-09-302025-10-24history
LPLA LPL FINL HLDGS INC20.3K shares-0.37%2025-09-302025-10-24history
NVDA NVIDIA CORPORATION36.0K shares2.95%2025-09-302025-10-24history
IWV ISHARES TR17.1K shares1.60%2025-09-302025-10-24history
VWO VANGUARD INTL EQUITY INDEX F113.2K shares-0.83%2025-09-302025-10-24history
JPM JPMORGAN CHASE & CO.18.9K shares2.31%2025-09-302025-10-24history
META META PLATFORMS INC7.8K shares4.07%2025-09-302025-10-24history
GOOGL ALPHABET INC22.1K shares-0.73%2025-09-302025-10-24history
Sponsored
IVW ISHARES TR44.4K shares-0.18%2025-09-302025-10-24history
GSIE GOLDMAN SACHS ETF TR125.3K shares2.20%2025-09-302025-10-24history
VIG VANGUARD SPECIALIZED FUNDS23.5K shares-1.32%2025-09-302025-10-24history
VTV VANGUARD INDEX FDS26.3K shares2.00%2025-09-302025-10-24history
SCHX SCHWAB STRATEGIC TR182.6K shares-2.11%2025-09-302025-10-24history
BRK.B BERKSHIRE HATHAWAY INC DEL8.9K shares1.83%2025-09-302025-10-24history
IWD ISHARES TR21.6K shares14.49%2025-09-302025-10-24history
GOOG ALPHABET INC18.0K shares3.74%2025-09-302025-10-24history
Sponsored
TSLA TESLA INC9.5K shares14.21%2025-09-302025-10-24history
HD HOME DEPOT INC9.3K shares-1.98%2025-09-302025-10-24history
VOO VANGUARD INDEX FDS6.0K shares23.17%2025-09-302025-10-24history
SPYG SPDR SERIES TRUST35.1K shares-0.04%2025-09-302025-10-24history
V VISA INC9.9K shares0.02%2025-09-302025-10-24history
IXUS ISHARES TR34.0K shares7.11%2025-09-302025-10-24history
DGRO ISHARES TR40.6K shares0.91%2025-09-302025-10-24history
MDY SPDR S&P MIDCAP 400 ETF TR4.5K shares-1.86%2025-09-302025-10-24history
Sponsored
WMT WALMART INC22.9K shares1.08%2025-09-302025-10-24history
AVGO BROADCOM INC6.6K shares-3.02%2025-09-302025-10-24history
DFUS DIMENSIONAL ETF TRUST27.9K shares1.39%2025-09-302025-10-24history
JNJ JOHNSON & JOHNSON9.5K shares4.00%2025-09-302025-10-24history
MA MASTERCARD INCORPORATED3.1K shares11.22%2025-09-302025-10-24history
BAC BANK AMERICA CORP32.4K shares-2.31%2025-09-302025-10-24history
SUSA ISHARES TR12.3K shares-0.15%2025-09-302025-10-24history
DIS DISNEY WALT CO13.8K shares-3.17%2025-09-302025-10-24history
Sponsored
VONG VANGUARD SCOTTSDALE FDS12.7K sharesnew addition2025-09-302025-10-24history
PG PROCTER AND GAMBLE CO9.8K shares-0.11%2025-09-302025-10-24history
ORCL ORACLE CORP5.1K shares-0.78%2025-09-302025-10-24history
VO VANGUARD INDEX FDS4.8K shares0.10%2025-09-302025-10-24history
IEFA ISHARES TR16.2K shares18.74%2025-09-302025-10-24history
LLY ELI LILLY & CO1.7K shares1.41%2025-09-302025-10-24history
IWR ISHARES TR13.5K shares30.42%2025-09-302025-10-24history
DVY ISHARES TR8.8K shares-0.80%2025-09-302025-10-24history
Sponsored
COST COSTCO WHSL CORP NEW1.3K shares7.85%2025-09-302025-10-24history
IBM INTERNATIONAL BUSINESS MACHS4.0K shares6.63%2025-09-302025-10-24history
KLAC KLA CORP1.0K shares0.10%2025-09-302025-10-24history
ABBV ABBVIE INC4.5K shares-1.95%2025-09-302025-10-24history
LMT LOCKHEED MARTIN CORP2.0K shares-2.43%2025-09-302025-10-24history
CAT CATERPILLAR INC2.0K shares0.15%2025-09-302025-10-24history
CI THE CIGNA GROUP3.4K shares0.33%2025-09-302025-10-24history
ACWI ISHARES TR6.9K shares0.82%2025-09-302025-10-24history
Sponsored
XLK SELECT SECTOR SPDR TR3.1K shares-0.98%2025-09-302025-10-24history
PEP PEPSICO INC6.1K shares-0.81%2025-09-302025-10-24history
XOM EXXON MOBIL CORP7.6K shares34.98%2025-09-302025-10-24history
TT TRANE TECHNOLOGIES PLC2.0K shares-2.96%2025-09-302025-10-24history
CVX CHEVRON CORP NEW5.3K shares3.72%2025-09-302025-10-24history
SBUX STARBUCKS CORP9.8K shares-4.46%2025-09-302025-10-24history
TDVG T ROWE PRICE ETF INC18.2K sharesnew addition2025-09-302025-10-24history
GLD SPDR GOLD TR2.2K shares0.45%2025-09-302025-10-24history
Sponsored
SHOP SHOPIFY INC5.3K shares-0.37%2025-09-302025-10-24history
MCD MCDONALDS CORP2.4K shares0.50%2025-09-302025-10-24history
MRK MERCK & CO INC8.5K shares-2.59%2025-09-302025-10-24history
NFLX NETFLIX INC584 shares3.91%2025-09-302025-10-24history
OBDC BLUE OWL CAPITAL CORPORATION52.6K shares-2.29%2025-09-302025-10-24history
VV VANGUARD INDEX FDS2.2K shares-1.06%2025-09-302025-10-24history
MUB ISHARES TR6.3K shares24.84%2025-09-302025-10-24history
VYM VANGUARD WHITEHALL FDS4.7K shares-34.47%2025-09-302025-10-24history
Sponsored
BA BOEING CO3.0K shares2.02%2025-09-302025-10-24history
IWM ISHARES TR2.6K shares0.04%2025-09-302025-10-24history
MKL MARKEL GROUP INC327 shares0.00%2025-09-302025-10-24history
CSCO CISCO SYS INC9.0K shares-4.41%2025-09-302025-10-24history
RTX RTX CORPORATION3.6K shares-8.76%2025-09-302025-10-24history
BABA ALIBABA GROUP HLDG LTD3.3K shares-2.96%2025-09-302025-10-24history
AGG ISHARES TR5.8K shares-4.14%2025-09-302025-10-24history
EMR EMERSON ELEC CO4.4K shares17.52%2025-09-302025-10-24history
Sponsored
NOW SERVICENOW INC622 shares1.30%2025-09-302025-10-24history
T AT&T INC20.3K shares-0.60%2025-09-302025-10-24history
AMAT APPLIED MATLS INC2.8K shares0.04%2025-09-302025-10-24history
IJR ISHARES TR4.7K shares24.76%2025-09-302025-10-24history
CRM SALESFORCE INC2.3K shares13.45%2025-09-302025-10-24history
JQUA J P MORGAN EXCHANGE TRADED F8.7K sharesnew addition2025-09-302025-10-24history
LUV SOUTHWEST AIRLS CO17.0K shares0.00%2025-09-302025-10-24history
INTU INTUIT743 shares15.19%2025-09-302025-10-24history
Sponsored
UNH UNITEDHEALTH GROUP INC1.5K shares-5.95%2025-09-302025-10-24history
AXP AMERICAN EXPRESS CO1.5K shares-1.77%2025-09-302025-10-24history
XLF SELECT SECTOR SPDR TR9.0K shares0.04%2025-09-302025-10-24history
BINC BLACKROCK ETF TRUST II8.8K shares0.00%2025-09-302025-10-24history
GE GE AEROSPACE1.6K shares-9.32%2025-09-302025-10-24history
SMH VANECK ETF TRUST1.4K shares-2.06%2025-09-302025-10-24history
LYV LIVE NATION ENTERTAINMENT IN2.7K shares0.00%2025-09-302025-10-24history
ICE INTERCONTINENTAL EXCHANGE IN2.6K shares-3.07%2025-09-302025-10-24history
Sponsored
DIA SPDR DOW JONES INDL AVERAGE882 shares0.00%2025-09-302025-10-24history
MS MORGAN STANLEY2.5K shares-2.37%2025-09-302025-10-24history
DKNG DRAFTKINGS INC NEW10.6K shares-0.38%2025-09-302025-10-24history
WM WASTE MGMT INC DEL1.7K shares17.92%2025-09-302025-10-24history
C CITIGROUP INC3.7K shares0.11%2025-09-302025-10-24history
ABT ABBOTT LABS2.8K shares-5.91%2025-09-302025-10-24history
ACN ACCENTURE PLC IRELAND1.5K shares-0.72%2025-09-302025-10-24history
IGSB ISHARES TR7.0K shares0.56%2025-09-302025-10-24history
Sponsored
GS GOLDMAN SACHS GROUP INC462 shares7.69%2025-09-302025-10-24history
UPS UNITED PARCEL SERVICE INC4.4K shares1.28%2025-09-302025-10-24history
LQD ISHARES TR3.2K shares-2.76%2025-09-302025-10-24history
PFE PFIZER INC13.8K shares-3.09%2025-09-302025-10-24history
GD GENERAL DYNAMICS CORP1.0K sharesnew addition2025-09-302025-10-24history
HON HONEYWELL INTL INC1.6K shares0.12%2025-09-302025-10-24history
COF CAPITAL ONE FINL CORP1.6K shares8.47%2025-09-302025-10-24history
USMV ISHARES TR3.5K shares-2.54%2025-09-302025-10-24history
Sponsored
IAK ISHARES TR2.5K shares-33.93%2025-09-302025-10-24history
LOW LOWES COS INC1.3K shares7.11%2025-09-302025-10-24history
SCHG SCHWAB STRATEGIC TR10.0K shares-12.86%2025-09-302025-10-24history
TJX TJX COS INC NEW2.2K shares0.00%2025-09-302025-10-24history
KO COCA COLA CO4.7K shares0.06%2025-09-302025-10-24history
CVS CVS HEALTH CORP4.1K sharesnew addition2025-09-302025-10-24history
SYY SYSCO CORP3.8K shares0.03%2025-09-302025-10-24history
SOXX ISHARES TR1.1K shares0.09%2025-09-302025-10-24history
Sponsored
MGNI MAGNITE INC14.1K shares0.57%2025-09-302025-10-24history
AMD ADVANCED MICRO DEVICES INC1.9K shares-37.66%2025-09-302025-10-24history
APH AMPHENOL CORP NEW2.4K shares0.12%2025-09-302025-10-24history
ANET ARISTA NETWORKS INC2.1K shares0.63%2025-09-302025-10-24history
EW EDWARDS LIFESCIENCES CORP3.8K shares0.00%2025-09-302025-10-24history
ITA ISHARES TR1.4K shares0.29%2025-09-302025-10-24history
HIG HARTFORD INSURANCE GROUP INC2.2K shares0.14%2025-09-302025-10-24history
ADI ANALOG DEVICES INC1.1K shares19.20%2025-09-302025-10-24history
Sponsored
CTAS CINTAS CORP1.4K shares0.15%2025-09-302025-10-24history
AXON AXON ENTERPRISE INC380 shares0.00%2025-09-302025-10-24history
VBK VANGUARD INDEX FDS909 shares-9.01%2025-09-302025-10-24history
CWB SPDR SERIES TRUST3.0K shares0.00%2025-09-302025-10-24history
GEV GE VERNOVA INC433 shares-8.26%2025-09-302025-10-24history
ADBE ADOBE INC753 shares-16.80%2025-09-302025-10-24history
VZ VERIZON COMMUNICATIONS INC5.9K shares-5.86%2025-09-302025-10-24history
DUK DUKE ENERGY CORP NEW2.1K shares-0.80%2025-09-302025-10-24history
Sponsored
HUBS HUBSPOT INC553 shares0.00%2025-09-302025-10-24history
ET ENERGY TRANSFER L P15.0K shares0.00%2025-09-302025-10-24history
VBR VANGUARD INDEX FDS1.2K shares-10.13%2025-09-302025-10-24history
SUB ISHARES TR2.4K shares5.43%2025-09-302025-10-24history
ARKK ARK ETF TR2.9K shares-2.61%2025-09-302025-10-24history
PFF ISHARES TR7.8K shares0.00%2025-09-302025-10-24history
EXPE EXPEDIA GROUP INC1.1K sharesnew addition2025-09-302025-10-24history
FNDB SCHWAB STRATEGIC TR9.2K shares0.65%2025-09-302025-10-24history
Sponsored
VOT VANGUARD INDEX FDS798 shares0.13%2025-09-302025-10-24history
AMGN AMGEN INC825 shares0.24%2025-09-302025-10-24history
BKNG BOOKING HOLDINGS INC43 shares-2.27%2025-09-302025-10-24history
SE SEA LTD1.3K shares0.00%2025-09-302025-10-24history
ASML ASML HOLDING N V237 sharesnew addition2025-09-302025-10-24history
LH LABCORP HOLDINGS INC795 sharesnew addition2025-09-302025-10-24history
VYMI VANGUARD WHITEHALL FDS2.7K shares0.00%2025-09-302025-10-24history
TRV TRAVELERS COMPANIES INC813 shares0.62%2025-09-302025-10-24history
Sponsored
ETN EATON CORP PLC606 sharesnew addition2025-09-302025-10-24history
CRWD CROWDSTRIKE HLDGS INC458 shares-0.65%2025-09-302025-10-24history
ACVA ACV AUCTIONS INC22.5K shares0.00%2025-09-302025-10-24history
VEA VANGUARD TAX-MANAGED FDS3.7K shares-0.93%2025-09-302025-10-24history
EFA ISHARES TR2.4K sharesnew addition2025-09-302025-10-24history
IGV ISHARES TR1.9K shares0.00%2025-09-302025-10-24history
IVE ISHARES TR1.1K shares0.10%2025-09-302025-10-24history
ARKW ARK ETF TR1.2K sharesnew addition2025-09-302025-10-24history
Sponsored
ACM AECOM1.6K shares-10.58%2025-09-302025-10-24history
PHO INVESCO EXCHANGE TRADED FD T3.0K shares0.07%2025-09-302025-10-24history
DE DEERE & CO464 sharesnew addition2025-09-302025-10-24history
VCSH VANGUARD SCOTTSDALE FDS2.6K shares-2.11%2025-09-302025-10-24history
LIN LINDE PLC443 sharesnew addition2025-09-302025-10-24history
GILD GILEAD SCIENCES INC1.9K shares0.00%2025-09-302025-10-24history
EPD ENTERPRISE PRODS PARTNERS L6.6K shares0.00%2025-09-302025-10-24history
CEG CONSTELLATION ENERGY CORP622 shares0.00%2025-09-302025-10-24history
Sponsored
PLTR PALANTIR TECHNOLOGIES INC1.1K sharesnew addition2025-09-302025-10-24history
ORLY OREILLY AUTOMOTIVE INC1.9K sharesnew addition2025-09-302025-10-24history
MGK VANGUARD WORLD FD501 sharesnew addition2025-09-302025-10-24history
SHLD GLOBAL X FDS2.9K sharesnew addition2025-09-302025-10-24history
CION CION INVT CORP11.5K shares0.00%2025-09-302025-10-24history
ABEV AMBEV SA24.6K shares0.00%2025-09-302025-10-24history
MVIS MICROVISION INC DEL17.8K sharesnew addition2025-09-302025-10-24history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available