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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.27B
$720,000 0.07% of portfolio
53,814
Q2 2025 Reduced 5.94%
$8.27B
$298,000 0.03% of portfolio
5,500
Q1 2025 Reduced 0.22%
$3.05B
$337,000 0.03% of portfolio
14,000
Q2 2025 Added 4.48%

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
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