Winthrop Advisory Group LLC has filed its 13F form on April 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $828 Million distributed in 156 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 $99M, Ishares Core S&P 500 ETF with a value of $91.4M, Ishares Tr Russell 1000 ETF with a value of $70.2M, Invesco Qqq Trust, Series 1 with a value of $59.4M, and Blackrock Ultra Short Term Bon with a value of $57.5M.

Examining the 13F form we can see an decrease of $84.1M in the current position value, from $912M to 828M.

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

Portfolio value $828 Million
ETFs: $697 Million
Technology: $56.3 Million
Financial Services: $24 Million
Consumer Cyclical: $16.7 Million
Communication Services: $12.4 Million
Healthcare: $7.98 Million
Consumer Defensive: $6.35 Million
Industrials: $5.86 Million
Other: $2.01 Million

Stock Holdings Table Companies Only

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

Summary

  • Portfolio
  • No. of Stocks 156
  • Current Value $828 Million
  • Prior Value $912 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 12 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 80 stocks
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