Winthrop Advisory Group LLC Q1 2025 Filing
Filed April 8, 2025
Portfolio Value
$831.9M
Holdings
156
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (156 positions)
| Stock | Value |
|---|---|
ITOTISHARES TR | $99.5M |
IVVISHARES TR | $92.0M |
IWBISHARES TR | $70.6M |
NDQINVESCO QQQ TR | $59.5M |
ICSHISHARES TR | $57.5M |
ACWXISHARES TR | $51.0M |
VTIVANGUARD INDEX FDS | $46.3M |
AAPLAPPLE INC | $33.5M |
SCHBSCHWAB STRATEGIC TR | $30.8M |
SPTMSPDR SER TR | $28.9M |
IWFISHARES TR | $15.2M |
SPYSPDR S&P 500 ETF TR | $15.1M |
DGRWWISDOMTREE TR | $14.9M |
IJHISHARES TR | $13.2M |
MSFTMICROSOFT CORP | $11.8M |
VXFVANGUARD INDEX FDS | $11.7M |
DFACDIMENSIONAL ETF TRUST | $10.9M |
SCHDSCHWAB STRATEGIC TR | $10.1M |
VTEBVANGUARD MUN BD FDS | $9.1M |
AMZNAMAZON COM INC | $7.2M |
LPLALPL FINL HLDGS INC | $6.7M |
VWOVANGUARD INTL EQUITY INDEX F | $5.2M |
IWVISHARES TR | $4.7M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $4.7M |
JPSTJ P MORGAN EXCHANGE TRADED F | $4.5M |
JPMJPMORGAN CHASE & CO. | $4.3M |
SCHXSCHWAB STRATEGIC TR | $4.2M |
GSIEGOLDMAN SACHS ETF TR | $3.9M |
METAMETA PLATFORMS INC | $3.7M |
IVWISHARES TR | $3.5M |
HDHOME DEPOT INC | $3.5M |
VIGVANGUARD SPECIALIZED FUNDS | $3.3M |
IWDISHARES TR | $3.3M |
IEMGISHARES TR | $3.3M |
NVDANVIDIA CORPORATION | $3.2M |
VVISA INC | $3.2M |
GOOGLALPHABET INC | $2.8M |
SPYGSPDR SER TR | $2.7M |
MDYSPDR S&P MIDCAP 400 ETF TR | $2.5M |
GOOGALPHABET INC | $2.3M |
VOOVANGUARD INDEX FDS | $2.2M |
WMTWALMART INC | $2.2M |
TSLATESLA INC | $2.0M |
PGPROCTER AND GAMBLE CO | $1.7M |
DFUSDIMENSIONAL ETF TRUST | $1.7M |
QQQMINVESCO EXCH TRADED FD TR II | $1.7M |
JNJJOHNSON & JOHNSON | $1.6M |
SUSAISHARES TR | $1.5M |
VTVVANGUARD INDEX FDS | $1.4M |
DISDISNEY WALT CO | $1.4M |
LLYELI LILLY & CO | $1.4M |
BACBANK AMERICA CORP | $1.3M |
AVGOBROADCOM INC | $1.1M |
CITHE CIGNA GROUP | $1.1M |
MAMASTERCARD INCORPORATED | $1.1M |
VUGVANGUARD INDEX FDS | $1.1M |
AQLTISHARES TR | $1.0M |
IBMINTERNATIONAL BUSINESS MACHS | $930K |
PEPPEPSICO INC | $917K |
VYMVANGUARD WHITEHALL FDS | $916K |
COSTCOSTCO WHSL CORP NEW | $894K |
SBUXSTARBUCKS CORP | $894K |
IWRISHARES TR | $892K |
ACWIISHARES TR | $867K |
OBDCBLUE OWL CAPITAL CORPORATION | $860K |
MCDMCDONALDS CORP | $816K |
CVXCHEVRON CORP NEW | $765K |
ORCLORACLE CORP | $764K |
MRKMERCK & CO INC | $752K |
VXUSVANGUARD STAR FDS | $713K |
TTTRANE TECHNOLOGIES PLC | $705K |
KLACKLA CORP | $698K |
CATCATERPILLAR INC | $665K |
ABBVABBVIE INC | $651K |
GQ9SPDR GOLD TR | $638K |
UNHUNITEDHEALTH GROUP INC | $621K |
MKLMARKEL GROUP INC | $611K |
NFLXNETFLIX INC | $595K |
ACNACCENTURE PLC IRELAND | $581K |
VVVANGUARD INDEX FDS | $581K |
AGGISHARES TR | $580K |
TAT&T INC | $579K |
IWMISHARES TR | $576K |
LUVSOUTHWEST AIRLS CO | $574K |
XLKSELECT SECTOR SPDR TR | $554K |
NOWSERVICENOW INC | $551K |
CRMSALESFORCE INC | $537K |
RTXRTX CORPORATION | $537K |
CSCOCISCO SYS INC | $535K |
XOMEXXON MOBIL CORP | $535K |
MUBISHARES TR | $509K |
SHOPSHOPIFY INC | $508K |
UPSUNITED PARCEL SERVICE INC | $489K |
BABOEING CO | $479K |
IAKISHARES TR | $476K |
EMREMERSON ELEC CO | $470K |
LQDISHARES TR | $460K |
XLESELECT SECTOR SPDR TR | $430K |
AMATAPPLIED MATLS INC | $397K |
INTUINTUIT | $396K |
Page 1 of 2Next