Winthrop Advisory Group LLC Portfolio Holdings
Winthrop Advisory Group LLC
- $912 Million
- Q4 2024
Winthrop Advisory Group LLC has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $912 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 $105M, Amazon Com Inc with a value of $98.7M, Ishares Core S&P 500 ETF with a value of $97.7M, Ishares Tr Russell 1000 ETF with a value of $80.7M, and Invesco Qqq Trust, Series 1 with a value of $62.8M.
Examining the 13F form we can see an increase of $86.3M in the current position value, from $826M to 912M.
Below you can find more details about Winthrop Advisory Group LLC portfolio as well as his latest detailed transactions.
Portfolio value
$912 Million
ETFs: $671 Million
Consumer Cyclical: $111 Million
Technology: $68.4 Million
Financial Services: $23.4 Million
Communication Services: $14.9 Million
Consumer Defensive: $7.46 Million
Healthcare: $7.19 Million
Industrials: $6.21 Million
Other: $2.78 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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