Winthrop Advisory Group LLC has filed its 13F form on July 18, 2024 for Q2 2024 where it was disclosed a total value porftolio of $753 Million distributed in 144 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 $90.2M, Ishares Core S&P 500 ETF with a value of $87.9M, Ishares Tr Russell 1000 ETF with a value of $75.3M, Invesco Qqq Trust, Series 1 with a value of $53.9M, and Blackrock Ultra Short Term Bon with a value of $46.3M.
Below you can find more details about Winthrop Advisory Group LLC portfolio as well as his latest detailed transactions.
Portfolio value
$753 Million
ETFs: $632 Million
Technology: $55.2 Million
Financial Services: $18 Million
Consumer Cyclical: $15 Million
Communication Services: $12.6 Million
Healthcare: $7.14 Million
Consumer Defensive: $5.87 Million
Industrials: $5.76 Million
Other: $1.15 Million
Stock Holdings Table Market Cap. of $200 Billions or more