Winthrop Advisory Group LLC has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.03 Billion distributed in 181 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 $117M, Ishares Core S&P 500 ETF with a value of $110M, Ishares Tr Russell 1000 ETF with a value of $87.3M, Invesco Qqq Trust, Series 1 with a value of $73.6M, and Blackrock Ultra Short Term Bon with a value of $60.8M.
Examining the 13F form we can see an increase of $205M in the current position value, from $828M to 1.03B.
Below you can find more details about Winthrop Advisory Group LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.03 Billion
ETFs: $875 Million
Technology: $67.3 Million
Financial Services: $28.1 Million
Consumer Cyclical: $20.4 Million
Communication Services: $16.7 Million
Healthcare: $8.8 Million
Industrials: $8.07 Million
Consumer Defensive: $6.48 Million
Other: $2.26 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
