Winthrop Advisory Group LLC has filed its 13F form on October 24, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.14 Billion distributed in 191 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 $131M, Ishares Core S&P 500 ETF with a value of $121M, Ishares Tr Russell 1000 ETF with a value of $92.8M, Invesco Qqq Trust, Series 1 with a value of $81.8M, and Ishares Msci Acwi Ex Us ETF with a value of $68.1M.
Examining the 13F form we can see an increase of $104M in the current position value, from $1.03B to 1.14B.
Below you can find more details about Winthrop Advisory Group LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.14 Billion
ETFs: $962 Million
Technology: $78.5 Million
Financial Services: $28.4 Million
Consumer Cyclical: $22.9 Million
Communication Services: $19.3 Million
Industrials: $8.31 Million
Healthcare: $8.08 Million
Consumer Defensive: $6.62 Million
Other: $2.61 Million
Stock Holdings Table Market Cap. of $200 Billions or more
