Winthrop Advisory Group LLC Portfolio Holdings

Winthrop Advisory Group LLC

  • $1.03 Billion
  • Q2 2025

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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$154M
$16,000 0.0% of portfolio
10,000
Q4 2024 Reduced 60.0%

Summary

  • Portfolio
  • No. of Stocks 181
  • Current Value $1.03 Billion
  • Prior Value $828 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 29 stocks
  • Additional Purchases 96 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
Track This Portfolio

Track Winthrop Advisory Group LLC Portfolio

Follow Winthrop Advisory Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Winthrop Advisory Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Winthrop Advisory Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email