The Analysis of Winthrop Advisory Group LLC's Holdings

Currently, Winthrop Advisory Group LLC holds 188 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in VONG (+49.1K shares, valued at $6.0M), ACWX (+77.7K shares, valued at $5.2M), DGRW (+41.3K shares, valued at $3.7M); decreased their positions in N/A (-6.6K shares, valued at $4.0M), IWB (-6.1K shares, valued at $2.3M), ICSH (-39.2K shares, valued at $2.0M); initiated new positions in VONV (+7.8K shares, valued at $716.2K), N/A (+4.8K shares, valued at $391.0K), XLU (+7.2K shares, valued at $308.6K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ITOT ISHARES TR918.3K shares1.98%2025-12-312026-01-21

IVV ISHARES TR181.6K shares0.86%2025-12-312026-01-21

IWB ISHARES TR247.8K shares-2.39%2025-12-312026-01-21

INVESCO QQQ TR INVESCO QQQ TR129.6K shares-4.81%2025-12-312026-01-21

ACWX ISHARES TR1.1M shares7.42%2025-12-312026-01-21

VTI VANGUARD INDEX FDS187.8K shares-1.93%2025-12-312026-01-21

SCHB SCHWAB STRATEGIC TR2.3M shares-0.62%2025-12-312026-01-21

ICSH ISHARES TR1.2M shares-3.22%2025-12-312026-01-21

Sponsored

AAPL APPLE INC156.7K shares-0.23%2025-12-312026-01-21

SPTM SPDR SERIES TRUST455.4K shares-3.68%2025-12-312026-01-21

DGRW WISDOMTREE TR255.3K shares19.29%2025-12-312026-01-21

IWF ISHARES TR48.0K shares-0.51%2025-12-312026-01-21

SPY SPDR S&P 500 ETF TR28.6K shares-3.00%2025-12-312026-01-21

MSFT MICROSOFT CORP39.7K shares3.32%2025-12-312026-01-21

VXF VANGUARD INDEX FDS90.6K shares6.09%2025-12-312026-01-21

IJH ISHARES TR228.4K shares16.82%2025-12-312026-01-21

Sponsored

DFAC DIMENSIONAL ETF TRUST322.5K shares-2.23%2025-12-312026-01-21

AMZN AMAZON COM INC47.6K shares-0.75%2025-12-312026-01-21

SCHD SCHWAB STRATEGIC TR380.6K shares5.40%2025-12-312026-01-21

VTEB VANGUARD MUN BD FDS194.0K shares-7.63%2025-12-312026-01-21

IEMG ISHARES INC136.8K shares8.46%2025-12-312026-01-21

QQQM INVESCO EXCH TRADED FD TR II36.2K shares18.90%2025-12-312026-01-21

VXUS VANGUARD STAR FDS120.4K shares2.31%2025-12-312026-01-21

VUG VANGUARD INDEX FDS17.3K shares-12.61%2025-12-312026-01-21

Sponsored

JPST J P MORGAN EXCHANGE TRADED F151.5K shares8.62%2025-12-312026-01-21

VONG VANGUARD SCOTTSDALE FDS61.8K shares386.54%2025-12-312026-01-21

ALPHABET INC ALPHABET INC22.9K shares3.71%2025-12-312026-01-21

LPLA LPL FINL HLDGS INC19.7K shares-2.74%2025-12-312026-01-21

NVDA NVIDIA CORPORATION34.8K shares-3.48%2025-12-312026-01-21

IWV ISHARES TR16.5K shares-3.53%2025-12-312026-01-21

VWO VANGUARD INTL EQUITY INDEX F112.2K shares-0.91%2025-12-312026-01-21

ALPHABET INC ALPHABET INC18.7K shares3.52%2025-12-312026-01-21

Sponsored

JPM JPMORGAN CHASE & CO.17.3K shares-8.89%2025-12-312026-01-21

GSIE GOLDMAN SACHS ETF TR128.5K shares2.57%2025-12-312026-01-21

IVW ISHARES TR43.8K shares-1.41%2025-12-312026-01-21

VTV VANGUARD INDEX FDS27.3K shares3.75%2025-12-312026-01-21

META META PLATFORMS INC7.9K shares1.05%2025-12-312026-01-21

VIG VANGUARD SPECIALIZED FUNDS23.7K shares0.83%2025-12-312026-01-21

SCHX SCHWAB STRATEGIC TR179.2K shares-1.85%2025-12-312026-01-21

IWD ISHARES TR22.8K shares5.62%2025-12-312026-01-21

Sponsored

TSLA TESLA INC9.7K shares2.24%2025-12-312026-01-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL16.0K shares79.29%2025-12-312026-01-21

SPYG SPDR SERIES TRUST34.8K shares-0.63%2025-12-312026-01-21

V VISA INC9.9K shares0.17%2025-12-312026-01-21

VANGUARD INDEX FDS VANGUARD INDEX FDS5.4K shares-9.48%2025-12-312026-01-21

HD HOME DEPOT INC9.1K shares-2.01%2025-12-312026-01-21

IXUS ISHARES TR35.5K shares4.39%2025-12-312026-01-21

DGRO ISHARES TR41.2K shares1.46%2025-12-312026-01-21

Sponsored

MDY SPDR S&P MIDCAP 400 ETF TR4.5K shares-0.51%2025-12-312026-01-21

WMT WALMART INC23.2K shares1.31%2025-12-312026-01-21

BROADCOM INC BROADCOM INC6.9K shares4.23%2025-12-312026-01-21

JNJ JOHNSON & JOHNSON10.5K shares10.34%2025-12-312026-01-21

DFUS DIMENSIONAL ETF TRUST28.0K shares0.55%2025-12-312026-01-21

IEFA ISHARES TR22.2K shares37.22%2025-12-312026-01-21

LLY ELI LILLY & CO1.7K shares0.87%2025-12-312026-01-21

BAC BANK AMERICA CORP32.4K shares0.22%2025-12-312026-01-21

Sponsored

GLD SPDR GOLD TR4.5K shares100.54%2025-12-312026-01-21

MA MASTERCARD INCORPORATED3.0K shares-0.46%2025-12-312026-01-21

SUSA ISHARES TR12.3K shares0.30%2025-12-312026-01-21

VO VANGUARD INDEX FDS5.6K shares15.41%2025-12-312026-01-21

DIS DISNEY WALT CO13.8K shares-0.36%2025-12-312026-01-21

PG PROCTER AND GAMBLE CO9.7K shares-0.90%2025-12-312026-01-21

KLAC KLA CORP1.1K shares8.79%2025-12-312026-01-21

IWR ISHARES TR13.1K shares-2.83%2025-12-312026-01-21

Sponsored

DVY ISHARES TR8.8K shares0.15%2025-12-312026-01-21

IBM INTERNATIONAL BUSINESS MACHS4.1K shares4.20%2025-12-312026-01-21

CAT CATERPILLAR INC2.1K shares1.46%2025-12-312026-01-21

COST COSTCO WHSL CORP NEW1.3K shares1.74%2025-12-312026-01-21

ABBV ABBVIE INC4.7K shares5.71%2025-12-312026-01-21

ACWI ISHARES TR7.2K shares3.32%2025-12-312026-01-21

ORCL ORACLE CORP5.2K shares1.87%2025-12-312026-01-21

THE CIGNA GROUP THE CIGNA GROUP3.4K shares1.04%2025-12-312026-01-21

Sponsored

AGG ISHARES TR9.3K shares59.22%2025-12-312026-01-21

MERCK & CO INC MERCK & CO INC8.5K shares-0.56%2025-12-312026-01-21

PEP PEPSICO INC6.2K shares0.60%2025-12-312026-01-21

XOM EXXON MOBIL CORP7.2K shares-5.09%2025-12-312026-01-21

XLK SELECT SECTOR SPDR TR6.0K shares90.30%2025-12-312026-01-21

BA BOEING CO4.0K shares31.76%2025-12-312026-01-21

SHOP SHOPIFY INC5.3K shares0.08%2025-12-312026-01-21

LMT LOCKHEED MARTIN CORP1.7K shares-15.70%2025-12-312026-01-21

Sponsored

SBUX STARBUCKS CORP9.8K shares-0.07%2025-12-312026-01-21

CVX CHEVRON CORP NEW5.1K shares-4.41%2025-12-312026-01-21

TT TRANE TECHNOLOGIES PLC2.0K shares2.64%2025-12-312026-01-21

MCD MCDONALDS CORP2.5K shares1.07%2025-12-312026-01-21

CSCO CISCO SYS INC9.3K shares3.27%2025-12-312026-01-21

VONV VANGUARD SCOTTSDALE FDS7.8K sharesnew addition2025-12-312026-01-21

LUV SOUTHWEST AIRLS CO17.0K shares0.00%2025-12-312026-01-21

VV VANGUARD INDEX FDS2.2K shares0.22%2025-12-312026-01-21

Sponsored

MKL MARKEL GROUP INC339 shares3.67%2025-12-312026-01-21

RTX RTX CORPORATION3.7K shares2.01%2025-12-312026-01-21

VYM VANGUARD WHITEHALL FDS4.7K shares0.32%2025-12-312026-01-21

MUB ISHARES TR6.2K shares-1.11%2025-12-312026-01-21

TDVG T ROWE PRICE ETF INC14.7K shares-19.26%2025-12-312026-01-21

IWM ISHARES TR2.6K shares-0.62%2025-12-312026-01-21

NFLX NETFLIX INC6.7K shares1044.86%2025-12-312026-01-21

AMAT APPLIED MATLS INC2.4K shares-13.92%2025-12-312026-01-21

Sponsored

EMR EMERSON ELEC CO4.5K shares1.91%2025-12-312026-01-21

CRM SALESFORCE INC2.2K shares-7.03%2025-12-312026-01-21

GE AEROSPACE GE AEROSPACE1.8K shares12.59%2025-12-312026-01-21

SMH VANECK ETF TRUST1.5K shares5.05%2025-12-312026-01-21

IJR ISHARES TR4.5K shares-4.36%2025-12-312026-01-21

JQUA J P MORGAN EXCHANGE TRADED F8.5K shares-2.66%2025-12-312026-01-21

OBDC BLUE OWL CAPITAL CORPORATION40.6K shares-22.69%2025-12-312026-01-21

T AT&T INC20.4K shares0.73%2025-12-312026-01-21

Sponsored

BABA ALIBABA GROUP HLDG LTD3.4K shares0.96%2025-12-312026-01-21

AXP AMERICAN EXPRESS CO1.3K shares-11.30%2025-12-312026-01-21

NOW SERVICENOW INC3.2K shares408.04%2025-12-312026-01-21

MS MORGAN STANLEY2.7K shares6.53%2025-12-312026-01-21

BINC BLACKROCK ETF TRUST II8.8K shares0.00%2025-12-312026-01-21

INTU INTUIT699 shares-5.92%2025-12-312026-01-21

AMD ADVANCED MICRO DEVICES INC2.1K shares11.81%2025-12-312026-01-21

UPS UNITED PARCEL SERVICE INC4.4K shares1.49%2025-12-312026-01-21

Sponsored

XLF SELECT SECTOR SPDR TR8.0K shares-11.01%2025-12-312026-01-21

UNH UNITEDHEALTH GROUP INC1.3K shares-9.02%2025-12-312026-01-21

CITIGROUP INC CITIGROUP INC3.7K shares0.11%2025-12-312026-01-21

DIA SPDR DOW JONES INDL AVERAGE888 shares0.68%2025-12-312026-01-21

GS GOLDMAN SACHS GROUP INC489 shares5.84%2025-12-312026-01-21

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.5K shares-3.49%2025-12-312026-01-21

ISHARES GOLD TR ISHARES GOLD TR4.8K sharesnew addition2025-12-312026-01-21

LYV LIVE NATION ENTERTAINMENT IN2.7K shares0.04%2025-12-312026-01-21

Sponsored

KO COCA COLA CO5.4K shares16.51%2025-12-312026-01-21

PFE PFIZER INC15.2K shares10.21%2025-12-312026-01-21

SOXX ISHARES TR1.2K shares8.49%2025-12-312026-01-21

IGSB ISHARES TR7.0K shares0.76%2025-12-312026-01-21

COF CAPITAL ONE FINL CORP1.5K shares-3.75%2025-12-312026-01-21

APH AMPHENOL CORP NEW2.6K shares6.14%2025-12-312026-01-21

ABT ABBOTT LABS2.7K shares-3.05%2025-12-312026-01-21

GEV GE VERNOVA INC532 shares22.86%2025-12-312026-01-21

Sponsored

TJX TJX COS INC NEW2.2K shares1.52%2025-12-312026-01-21

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.0K shares-0.59%2025-12-312026-01-21

SCHG SCHWAB STRATEGIC TR10.0K shares0.52%2025-12-312026-01-21

CVS CVS HEALTH CORP4.1K shares-0.32%2025-12-312026-01-21

HON HONEYWELL INTL INC1.6K shares0.49%2025-12-312026-01-21

WM WASTE MGMT INC DEL1.5K shares-14.91%2025-12-312026-01-21

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.7K shares29.43%2025-12-312026-01-21

DRAFTKINGS INC NEW DRAFTKINGS INC NEW9.2K shares-13.66%2025-12-312026-01-21

Sponsored

LOW LOWES COS INC1.3K shares0.55%2025-12-312026-01-21

XLU SELECT SECTOR SPDR TR7.2K sharesnew addition2025-12-312026-01-21

LQD ISHARES TR2.8K shares-13.99%2025-12-312026-01-21

AMGN AMGEN INC922 shares11.76%2025-12-312026-01-21

EXPE EXPEDIA GROUP INC1.1K shares-5.59%2025-12-312026-01-21

HIG HARTFORD INSURANCE GROUP INC2.2K shares0.14%2025-12-312026-01-21

ITA ISHARES TR1.4K shares0.00%2025-12-312026-01-21

VCSH VANGUARD SCOTTSDALE FDS3.7K shares40.71%2025-12-312026-01-21

Sponsored

USMV ISHARES TR3.1K shares-11.04%2025-12-312026-01-21

SYY SYSCO CORP3.9K shares4.75%2025-12-312026-01-21

VZ VERIZON COMMUNICATIONS INC7.0K shares18.07%2025-12-312026-01-21

CEG CONSTELLATION ENERGY CORP792 shares27.33%2025-12-312026-01-21

EFA ISHARES TR2.9K shares22.10%2025-12-312026-01-21

EPD ENTERPRISE PRODS PARTNERS L8.6K shares30.13%2025-12-312026-01-21

EW EDWARDS LIFESCIENCES CORP3.2K shares-14.81%2025-12-312026-01-21

VBK VANGUARD INDEX FDS910 shares0.11%2025-12-312026-01-21

Sponsored

ARISTA NETWORKS INC ARISTA NETWORKS INC2.1K shares3.93%2025-12-312026-01-21

CRH PLC CRH PLC2.2K sharesnew addition2025-12-312026-01-21

VYMI VANGUARD WHITEHALL FDS3.0K shares10.87%2025-12-312026-01-21

ADI ANALOG DEVICES INC998 shares-12.15%2025-12-312026-01-21

CWB SPDR SERIES TRUST3.0K shares0.00%2025-12-312026-01-21

VBR VANGUARD INDEX FDS1.2K shares2.57%2025-12-312026-01-21

SUB ISHARES TR2.4K shares1.87%2025-12-312026-01-21

TSM TAIWAN SEMICONDUCTOR MFG LTD830 sharesnew addition2025-12-312026-01-21

Sponsored

FNDB SCHWAB STRATEGIC TR9.3K shares0.63%2025-12-312026-01-21

CTAS CINTAS CORP1.3K shares-3.62%2025-12-312026-01-21

BMY BRISTOL-MYERS SQUIBB CO4.5K sharesnew addition2025-12-312026-01-21

PFF ISHARES TR7.8K shares0.00%2025-12-312026-01-21

BKNG BOOKING HOLDINGS INC66 shares53.49%2025-12-312026-01-21

TRV TRAVELERS COMPANIES INC826 shares1.60%2025-12-312026-01-21

GILD GILEAD SCIENCES INC1.9K shares1.69%2025-12-312026-01-21

ADBE ADOBE INC673 shares-10.62%2025-12-312026-01-21

Sponsored

MGNI MAGNITE INC14.5K shares3.13%2025-12-312026-01-21

ASML ASML HOLDING N V214 shares-9.70%2025-12-312026-01-21

IAK ISHARES TR1.7K shares-31.19%2025-12-312026-01-21

MO ALTRIA GROUP INC3.8K sharesnew addition2025-12-312026-01-21

IVE ISHARES TR1.1K shares0.19%2025-12-312026-01-21

ARKK ARK ETF TR2.9K shares0.00%2025-12-312026-01-21

VOT VANGUARD INDEX FDS793 shares-0.63%2025-12-312026-01-21

FELV FIDELITY COVINGTON TRUST6.3K sharesnew addition2025-12-312026-01-21

Sponsored

SHLD GLOBAL X FDS3.3K shares16.68%2025-12-312026-01-21

AXON AXON ENTERPRISE INC404 shares6.32%2025-12-312026-01-21

CRWD CROWDSTRIKE HLDGS INC458 shares0.00%2025-12-312026-01-21

VEA VANGUARD TAX-MANAGED FDS3.4K shares-9.08%2025-12-312026-01-21

PHO INVESCO EXCHANGE TRADED FD T3.0K shares0.00%2025-12-312026-01-21

PLTR PALANTIR TECHNOLOGIES INC1.2K shares8.34%2025-12-312026-01-21

MGK VANGUARD WORLD FD502 shares0.20%2025-12-312026-01-21

HUBS HUBSPOT INC525 shares-5.06%2025-12-312026-01-21

Sponsored

ICE INTERCONTINENTAL EXCHANGE IN1.2K shares-51.43%2025-12-312026-01-21

FS SPECIALTY LENDING FD FS SPECIALTY LENDING FD12.5K sharesnew addition2025-12-312026-01-21

ABEV AMBEV SA24.6K shares0.00%2025-12-312026-01-21

MVIS MICROVISION INC DEL28.7K shares61.19%2025-12-312026-01-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available