Winthrop Advisory Group LLC has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $826 Million distributed in 153 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $121M, Ishares Core S&P Total U.S. St with a value of $98.5M, Ishares Tr Russell 1000 ETF with a value of $79.1M, Invesco Qqq Trust, Series 1 with a value of $58M, and Vanguard Total Stock Market Et with a value of $48.7M.
Examining the 13F form we can see an increase of $73.6M in the current position value, from $753M to 826M.
Below you can find more details about Winthrop Advisory Group LLC portfolio as well as his latest detailed transactions.
Portfolio value
$826 Million
ETFs: $692 Million
Technology: $62 Million
Financial Services: $18.7 Million
Consumer Cyclical: $17.4 Million
Communication Services: $13.3 Million
Healthcare: $8.55 Million
Consumer Defensive: $6.44 Million
Industrials: $5.95 Million
Other: $1.9 Million
Stock Holdings Table Market Cap. of $200 Billions or more
