Winthrop Advisory Group LLC Incresed Positions in Q3 2025

Winthrop Advisory Group LLC

  • $1.14 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
35.6K
+ 4.12%
$135.0 - $146.02 $4.81M - $5.2M
900K $131M
IVV
Ishares Core S&P 500 ETF

ETFs
3.5K
+ 1.98%
$620.67 - $670.08 $2.17M - $2.34M
180K $121M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
79K
+ 8.15%
$60.01 - $65.01 $4.74M - $5.13M
1.05M $68.1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.69K
+ 2.01%
$546.99 - $602.2 $1.47M - $1.62M
136K $81.8M
AAPL
Apple Inc.

Technology
1.23K
+ 0.79%
$202.38 - $256.87 $249K - $316K
157K $40M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
23.2K
+ 1.02%
$23.82 - $25.84 $553K - $600K
2.31M $59.4M
VXF
Vanguard Extended Market ETF

ETFs
11.3K
+ 15.27%
$193.58 - $213.07 $2.19M - $2.41M
85.4K $17.9M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
21.1K
+ 10.92%
$84.28 - $89.46 $1.78M - $1.89M
214K $19M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
9.15K
+ 42.92%
$225.11 - $247.9 $2.06M - $2.27M
30.5K $7.53M
IEMG
Ishares Inc

ETFs
47.7K
+ 60.7%
N/A
126K $6.77M
GOOG
Alphabet Inc.

Communication Services
650
+ 3.74%
$175.16 - $255.24 $114K - $166K
18K $4.39M
NVDA
Nvidia Corp

Technology
1.03K
+ 2.95%
$153.3 - $186.58 $158K - $193K
36K $6.72M
ICSH
Blackrock Ultra Short Term Bon

ETFs
18.6K
+ 1.55%
$50.52 - $50.75 $940K - $944K
1.22M $61.7M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
6.77K
+ 6.11%
$68.24 - $73.73 $462K - $499K
118K $8.64M
VUG
Vanguard Growth ETF

ETFs
356
+ 1.83%
$433.97 - $484.08 $154K - $172K
19.8K $9.51M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.13K
+ 23.17%
$567.77 - $614.76 $639K - $692K
5.98K $3.66M
MSFT
Microsoft Corp

Technology
14
+ 0.04%
$491.09 - $535.64 $6.88K - $7.5K
38.4K $19.9M
IWD
Ishares Russell 1000 Val ETF

ETFs
2.73K
+ 14.49%
$192.76 - $203.86 $526K - $556K
21.6K $4.39M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
12.8K
+ 10.12%
$50.47 - $50.74 $647K - $650K
140K $7.08M
JPM
Jpmorgan Chase & CO

Financial Services
427
+ 2.31%
$282.78 - $316.06 $121K - $135K
18.9K $5.97M
IWV
Ishares Russell 3000 ETF

ETFs
270
+ 1.6%
$351.04 - $379.81 $94.8K - $103K
17.1K $6.49M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.45K
+ 2.16%
$48.5 - $50.19 $216K - $223K
210K $10.5M
JNJ
Johnson & Johnson

Healthcare
367
+ 4.0%
$155.17 - $185.42 $56.9K - $68K
9.54K $1.77M
AMZN
Amazon Com Inc

Consumer Cyclical
1.6K
+ 3.45%
$211.65 - $238.24 $339K - $381K
48K $10.5M
IXUS
Ishares Tr

ETFs
2.26K
+ 7.11%
$76.35 - $82.58 $172K - $186K
34K $2.81M
IWR
Ishares Russell Mid Cap ETF

ETFs
3.14K
+ 30.42%
$92.26 - $97.51 $290K - $306K
13.5K $1.3M
VTV
Vanguard Value ETF

ETFs
517
+ 2.0%
$175.51 - $186.57 $90.7K - $96.5K
26.3K $4.91M
IEFA
Ishares Tr

ETFs
2.55K
+ 18.74%
$81.7 - $87.53 $209K - $223K
16.2K $1.41M
XOM
Exxon Mobil Corp

Energy
1.97K
+ 34.98%
$105.83 - $117.22 $208K - $230K
7.59K $855K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
160
+ 1.83%
$459.11 - $506.91 $73.5K - $81.1K
8.91K $4.48M
META
Meta Platforms, Inc.

Communication Services
305
+ 4.07%
$695.21 - $791.73 $212K - $241K
7.79K $5.72M
MA
Mastercard Inc

Financial Services
308
+ 11.22%
$550.18 - $598.96 $169K - $184K
3.05K $1.74M
DGRO
Ishares Core Dividend Growth E

ETFs
367
+ 0.91%
$64.12 - $68.08 $23.5K - $25K
40.6K $2.76M
KLAC
Kla Corp

Technology
1
+ 0.1%
$843.9 - $1078.6 $844 - $1.08K
1.04K $1.12M
CAT
Caterpillar Inc

Industrials
3
+ 0.15%
$390.92 - $477.15 $1.17K - $1.43K
2.05K $977K
DFUS
Dimensional ETF Tr U S Equity

ETFs
383
+ 1.39%
$67.01 - $72.84 $25.7K - $27.9K
27.9K $2.02M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
929
+ 24.76%
$108.46 - $120.63 $101K - $112K
4.68K $556K
WMT
Walmart Inc.

Consumer Defensive
245
+ 1.08%
$94.4 - $104.27 $23.1K - $25.5K
22.9K $2.36M
MUB
Ishares National Muni Bond ETF

ETFs
1.25K
+ 24.84%
$103.24 - $106.68 $129K - $134K
6.29K $670K
GLD
Spdr Gold Trust

ETFs
10
+ 0.45%
$300.96 - $355.47 $3.01K - $3.55K
2.23K $791K
CVX
Chevron Corp

Energy
191
+ 3.72%
$145.57 - $161.83 $27.8K - $30.9K
5.32K $826K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
2.7K
+ 2.2%
N/A
125K $3.95M
EMR
Emerson Electric CO

Industrials
657
+ 17.52%
$128.6 - $149.63 $84.5K - $98.3K
4.41K $578K
ACWI
Ishares Msci Acwi ETF

ETFs
56
+ 0.82%
$128.32 - $138.41 $7.19K - $7.75K
6.93K $957K
VO
Vanguard Mid Cap ETF

ETFs
5
+ 0.1%
$279.83 - $293.74 $1.4K - $1.47K
4.83K $1.42M
IWM
Ishares Russell 2000 ETF

ETFs
1
+ 0.04%
$214.92 - $244.84 $215 - $245
2.58K $625K
GS
Goldman Sachs Group Inc

Financial Services
33
+ 7.69%
$696.56 - $806.32 $23K - $26.6K
462 $367K
C
Citigroup Inc

Financial Services
4
+ 0.11%
$85.57 - $103.49 $342 - $414
3.74K $379K
APH
Amphenol Corp

Technology
3
+ 0.12%
$97.39 - $125.4 $292 - $376
2.43K $300K
Activity Summary
Buys All Purchases 103 New Holdings 18 Increased Positions 85 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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