Winthrop Advisory Group LLC Q1 2023 Filing
Filed April 17, 2023
Portfolio Value
$566.2B
Holdings
129
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (129 positions)
| Stock | Value |
|---|---|
METAMETA PLATFORMS INC | $930K |
IEMGISHARES INC | $897K |
VTVVANGUARD INDEX FDS | $863K |
SBUXSTARBUCKS CORP | $849K |
BACBANK AMER CORP | $826K |
MAMASTERCARD INC | $810K |
MCDMCDONALDS CORP | $745K |
PFEPFIZER INC | $725K |
IWRISHARES TR | $723K |
IBMINTERNATIONAL BUSINESS MACHS | $664K |
NVDANVIDIA CORPORATION | $662K |
VYMVANGUARD WHITEHALL FDS | $660K |
IJRISHARES TR | $620K |
LLYLILLY ELI & CO | $608K |
VUGVANGUARD INDEX FDS | $592K |
LUVSOUTHWEST AIRLS CO | $590K |
CVXCHEVRON CORP NEW | $558K |
ABBVABBVIE INC | $544K |
SGENUSDSEAGEN INC | $520K |
UPSUNITED PARCEL SERVICE INC | $511K |
ACNACCENTURE PLC IRELAND | $503K |
CSCOCISCO SYS INC | $468K |
XLKSELECT SECTOR SPDR TR | $462K |
IWMISHARES TR | $443K |
UNHUNITEDHEALTH GROUP INC | $443K |
CATCATERPILLAR INC | $435K |
BABOEING CO | $432K |
KLACKLA CORP | $431K |
GQ9SPDR GOLD TR | $424K |
MKLMARKEL CORP | $418K |
TTTRANE TECHNOLOGIES PLC | $415K |
SUBISHARES TR | $414K |
JMEEJ P MORGAN EXCHANGE TRADED F | $402K |
ORCLORACLE CORP | $383K |
EMREMERSON ELEC CO | $382K |
INTUINTUIT | $380K |
CRMSALESFORCE COM INC | $379K |
CICIGNA CORP NEW | $379K |
ADBEADOBE INC | $377K |
BACVERIZON COMMUNICATIONS INC | $369K |
XOMEXXON MOBIL CORP | $364K |
RTXRAYTHEON TECHNOLOGIES CORP | $331K |
DONSPDR DOW JONES INDL AVERAGE | $326K |
VNQVANGUARD INDEX FDS | $324K |
IVEISHARES TR | $311K |
SYYSYSCO CORP | $308K |
BMYBRISTOL MYERS SQUIBB CO | $305K |
ACWIISHARES TR | $301K |
VYMIVANGUARD WHITEHALL FDS | $296K |
PFFISHARES TR | $290K |
CVSCVS HEALTH CORP | $287K |
EWEDWARDS LIFESCIENCES CORP | $266K |
HONHONEYWELL INTL INC | $255K |
VBRVANGUARD INDEX FDS | $245K |
CMCSACOMCAST CORP NEW | $243K |
TAT&T INC | $242K |
ABTABBOTT LABS | $242K |
NOWSERVICENOW INC | $242K |
KOCOCA COLA CO | $227K |
HUBSHUBSPOT INC | $226K |
LLOEWS CORP | $224K |
USMVISHARES TR | $223K |
—WASTE MGMT INC DEL | $221K |
SHOPSHOPIFY INC | $218K |
AMATAPPLIED MATLS INC | $214K |
VBKVANGUARD INDEX FDS | $213K |
IJKISHARES TR | $206K |
DWDMORGAN STANLEY | $205K |
AGGISHARES TR | $202K |
LEGLEGGETT & PLATT INC | $201K |
CWBSPDR SER TR | $200K |
ARKTARK ETF TR | $200K |
FSKFS KKR CAP CORP | $195K |
SEATVIVID SEATS INC | $191K |
PLTRPALANTIR TECHNOLOGIES INC | $130K |
NCPLNETCAPITAL INC | $46K |
—ZYVERSA THERAPEUTICS INC | $26K |
GBYSANGAMO THERAPEUTICS INC | $18K |
AMRNAMARIN CORP PLC | $15K |
VTEBVANGUARD MUN BD FDS | $64 |
IWBISHARES TR | $58 |
IVVISHARES TR | $53 |
ITOTISHARES TR | $47 |
ICSHISHARES TR | $36 |
VTIVANGUARD INDEX FDS | $34 |
AAPLAPPLE INC | $27 |
NDQINVESCO QQQ TR | $26 |
SPTMSPDR SER TR | $23 |
SCHBSCHWAB STRATEGIC TR | $17 |
IWFISHARES TR | $13 |
SPYSPDR S&P 500 ETF TR | $12 |
IJHISHARES TR | $11 |
SCHDSCHWAB STRATEGIC TR | $9 |
DFACDIMENSIONAL ETF TRUST | $8 |
MSFTMICROSOFT CORP | $6 |
JPSTJ P MORGAN EXCHANGE TRADED F | $6 |
VXFVANGUARD INDEX FDS | $6 |
XLESELECT SECTOR SPDR TR | $5 |
VWOVANGUARD INTL EQUITY INDEX F | $4 |
LPLALPL FINL HLDGS INC | $4 |
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