Winthrop Advisory Group LLC Purchases in Q2 2025

Winthrop Advisory Group LLC

  • $1.03 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHB
Schwab Strategic Tr Us Broad M

ETFs
853K
+ 59.52%
$19.1 - $23.83 $16.3M - $20.3M
2.29M $54.5M
IVV
Ishares Core S&P 500 ETF

ETFs
12.8K
+ 7.8%
$498.8 - $620.9 $6.37M - $7.93M
177K $110M
ITOT
Ishares Core S&P Total U.S. St

ETFs
49.1K
+ 6.02%
$108.12 - $135.04 $5.31M - $6.63M
865K $117M
IWB
Ishares Tr Russell 1000 ETF

ETFs
27K
+ 11.71%
$272.36 - $339.57 $7.34M - $9.15M
257K $87.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
6.79K
+ 5.36%
$416.06 - $551.64 $2.82M - $3.74M
134K $73.6M
VTI
Vanguard Total Stock Market Et

ETFs
23.7K
+ 14.06%
$243.75 - $303.93 $5.78M - $7.2M
192K $58.4M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
48.1K
+ 5.23%
$49.48 - $61.22 $2.38M - $2.95M
969K $59M
VUG
Vanguard Growth ETF

ETFs
16.6K
+ 581.39%
$329.49 - $438.4 $5.47M - $7.28M
19.5K $8.54M
MSFT
Microsoft Corp

Technology
7K
+ 22.29%
$354.56 - $497.45 $2.48M - $3.48M
38.4K $19.1M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
55.2K
+ 13.0%
$60.34 - $74.89 $3.33M - $4.14M
480K $36M
IWF
Ishares Russell 1000 Gr ETF

ETFs
6.27K
+ 14.93%
$320.42 - $424.58 $2.01M - $2.66M
48.3K $20.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.82K
+ 10.51%
$496.48 - $617.85 $1.4M - $1.74M
29.7K $18.3M
ICSH
Blackrock Ultra Short Term Bon

ETFs
63.9K
+ 5.64%
$50.48 - $50.71 $3.23M - $3.24M
1.2M $60.8M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
12.8K
+ 148.83%
$171.4 - $227.1 $2.19M - $2.9M
21.3K $4.84M
VTV
Vanguard Value ETF

ETFs
17.5K
+ 209.52%
$153.67 - $176.74 $2.68M - $3.09M
25.8K $4.56M
AMZN
Amazon Com Inc

Consumer Cyclical
8.39K
+ 22.11%
$167.32 - $223.3 $1.4M - $1.87M
46.4K $10.2M
DGRO
Ishares Core Dividend Growth E

ETFs
40.2K
New
$55.22 - $63.94 $2.22M - $2.57M
40.2K $2.57M
VXF
Vanguard Extended Market ETF

ETFs
5.95K
+ 8.73%
$150.43 - $192.71 $894K - $1.15M
74.1K $14.3M
IXUS
Ishares Tr

ETFs
31.7K
New
$62.37 - $77.63 $1.98M - $2.46M
31.7K $2.45M
NVDA
Nvidia Corp

Technology
5.12K
+ 17.14%
$94.31 - $157.99 $483K - $809K
35K $5.53M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
38.3K
+ 43.29%
$50.36 - $50.68 $1.93M - $1.94M
127K $6.42M
META
Meta Platforms, Inc.

Communication Services
1.14K
+ 17.96%
$484.66 - $738.09 $553K - $841K
7.49K $5.53M
HCA
Hca Healthcare, Inc.

Healthcare
3.8K
New
$317.61 - $387.52 $1.21M - $1.47M
3.8K $1.45M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
6.37K
+ 3.41%
$71.28 - $83.74 $454K - $533K
193K $16.2M
IVW
Ishares S&P 500 Growth ETF

ETFs
6.28K
+ 16.42%
$82.96 - $110.1 $521K - $691K
44.5K $4.9M
VO
Vanguard Mid Cap ETF

ETFs
4.82K
New
$228.54 - $279.83 $1.1M - $1.35M
4.82K $1.35M
IWV
Ishares Russell 3000 ETF

ETFs
1.97K
+ 13.25%
$281.67 - $351.0 $555K - $692K
16.9K $5.92M
VIG
Vanguard Dividend Appreciation

ETFs
6.64K
+ 38.79%
N/A
23.8K $4.33M
GOOGL
Alphabet Inc.

Communication Services
3.88K
+ 21.07%
$144.7 - $178.6 $561K - $692K
22.3K $3.92M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.78K
+ 0.54%
$29.12 - $35.84 $51.7K - $63.7K
332K $11.9M
JPM
Jpmorgan Chase & CO

Financial Services
909
+ 5.17%
$210.28 - $289.91 $191K - $264K
18.5K $5.37M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
22.4K
+ 12.22%
$48.13 - $49.85 $1.08M - $1.12M
206K $10.1M
LMT
Lockheed Martin Corp

Industrials
2.1K
New
$430.82 - $486.45 $903K - $1.02M
2.1K $970K
IEMG
Ishares Inc

ETFs
17.2K
+ 28.08%
N/A
78.5K $4.21M
IEFA
Ishares Tr

ETFs
9.73K
+ 249.72%
$67.83 - $84.09 $660K - $818K
13.6K $1.14M
GOOG
Alphabet Inc.

Communication Services
2.81K
+ 19.27%
$146.58 - $180.01 $411K - $505K
17.4K $3.08M
AVGO
Broadcom Inc.

Technology
121
+ 1.81%
$146.29 - $275.65 $17.7K - $33.4K
6.8K $1.87M
SPYG
Spdr Portfolio

ETFs
1.71K
+ 5.13%
$71.83 - $95.32 $123K - $163K
35.1K $3.34M
TSLA
Tesla, Inc.

Consumer Cyclical
509
+ 6.49%
$221.86 - $362.89 $113K - $185K
8.35K $2.65M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
605
+ 14.23%
$456.74 - $568.03 $276K - $344K
4.86K $2.76M
AXP
American Express CO

Financial Services
1.52K
New
$231.39 - $318.98 $352K - $485K
1.52K $485K
ICE
Intercontinental Exchange, Inc.

Financial Services
2.64K
New
$151.62 - $183.47 $400K - $484K
2.64K $484K
MA
Mastercard Inc

Financial Services
775
+ 39.34%
$479.92 - $590.74 $372K - $458K
2.75K $1.54M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
14.2K
+ 13.13%
N/A
123K $3.86M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.23K
+ 6.98%
$166.82 - $194.23 $205K - $239K
18.8K $3.66M
V
Visa Inc.

Financial Services
900
+ 9.98%
$308.27 - $373.31 $277K - $336K
9.92K $3.52M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
3.63K
New
$85.42 - $94.39 $310K - $342K
3.63K $340K
SCHG
Schwab Strategic Tr Us Large C

ETFs
11.4K
New
$22.27 - $29.21 $255K - $334K
11.4K $334K
COST
Costco Wholesale Corp

Consumer Defensive
278
+ 29.42%
$908.13 - $1056.85 $252K - $294K
1.22K $1.21M
Activity Summary
Buys All Purchases 125 New Holdings 29 Increased Positions 96 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Winthrop Advisory Group LLC Portfolio

Follow Winthrop Advisory Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Winthrop Advisory Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Winthrop Advisory Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email