Winthrop Advisory Group LLC has filed its 13F form on April 17, 2024 for Q1 2024 where it was disclosed a total value porftolio of $694 Million distributed in 141 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $82.5M, Ishares Core S&P 500 ETF with a value of $81.9M, Ishares Tr Russell 1000 ETF with a value of $73.4M, Invesco Qqq Trust, Series 1 with a value of $47.4M, and Vanguard Total Stock Market Et with a value of $44.9M.

Examining the 13F form we can see an increase of $54.2M in the current position value, from $640M to 694M.

Below you can find more details about Winthrop Advisory Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $694 Million
ETFs: $582 Million
Technology: $46.5 Million
Financial Services: $18.1 Million
Consumer Cyclical: $15.4 Million
Communication Services: $11.6 Million
Healthcare: $7.65 Million
Consumer Defensive: $6.73 Million
Industrials: $5.05 Million
Other: $1.11 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 141
  • Current Value $694 Million
  • Prior Value $640 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 17, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 8 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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