Winthrop Advisory Group LLC Portfolio Holdings

Winthrop Advisory Group LLC

  • $1.14 Billion
  • Q3 2025

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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.27B
$704,000 0.06% of portfolio
52,581
Q3 2025 Reduced 2.29%
$6.2B
$202,000 0.02% of portfolio
1,875
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 191
  • Current Value $1.14 Billion
  • Prior Value $1.03 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 24, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 18 stocks
  • Additional Purchases 85 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 67 stocks
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