Winthrop Advisory Group LLC Incresed Positions 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
VXF
Vanguard Extended Market ETF

ETFs
5.95K
+ 8.73%
$150.43 - $192.71 $894K - $1.15M
74.1K $14.3M
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
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
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
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
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
COST
Costco Wholesale Corp

Consumer Defensive
278
+ 29.42%
$908.13 - $1056.85 $252K - $294K
1.22K $1.21M
BAC
Bank Of America Corp

Financial Services
2.82K
+ 9.31%
$34.39 - $47.46 $97.1K - $134K
33.1K $1.57M
XLK
Technology Sector Spdr

ETFs
492
+ 18.33%
$179.73 - $253.23 $88.4K - $125K
3.18K $804K
KLAC
Kla Corp

Technology
8
+ 0.78%
$576.53 - $902.94 $4.61K - $7.22K
1.03K $926K
ABBV
Abb Vie Inc.

Healthcare
1.45K
+ 46.7%
$170.16 - $206.27 $247K - $299K
4.56K $845K
DFUS
Dimensional ETF Tr U S Equity

ETFs
22
+ 0.08%
$53.65 - $67.02 $1.18K - $1.47K
27.5K $1.84M
MGNI
Magnite, Inc.

Communication Services
600
+ 4.48%
$9.0 - $24.12 $5.4K - $14.5K
14K $337K
AMD
Advanced Micro Devices Inc

Technology
601
+ 25.02%
$78.21 - $143.81 $47K - $86.4K
3K $426K
BA
Boeing CO

Industrials
169
+ 6.02%
$136.59 - $217.51 $23.1K - $36.8K
2.98K $623K
DVY
Ishares Tr

ETFs
1.06K
+ 13.63%
$118.37 - $134.86 $126K - $143K
8.85K $1.18M
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
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