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CIK: 0001739043
Total reported value
$1.5B
$1.5B
141 檔
22.2%
In Q1 2024, Winthrop Advisory Group LLC's U.S. equity holdings reached a combined market value of $1.5B, distributed across 141 disclosed stock positions.
During Q1 2024, Winthrop Advisory Group LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 11.94% | +0.08% | +5.05% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 11.84% | -0.06% | +2.53% | |
| 3 | IWB | Ishares Russell 1000 ETF | ETF-Other | 10.62% | -0.44% | +391.99% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.87% | +0.21% | +5.14% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.50% | -0.14% | -1.25% | |
| 6 | ICSH | Ishares Ultra Short Duration | ETF-Other | 6.27% | -0.44% | +6.55% | |
| 7 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.28% | -0.01% | +1311.34% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.87% | -0.21% | -1.29% | |
| 9 | SCHB | Schwab US Broad Market ETF | ETF-Other | 3.46% | -0.06% | +0.92% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.39% | -0.07% | +249.88% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.32% | -0.07% | -3.96% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.01% | -0.13% | +409.65% | |
| 13 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.62% | +0.08% | +12.08% | |
| 14 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.62% | -0.08% | -2.19% | |
| 15 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.47% | -0.16% | -2.64% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.40% | -0.17% | -3.79% | |
| 17 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.15% | -0.14% | -3.41% | |
| 18 | XLE | Ss Energy Select Sector | ETF-Other | 0.96% | -0.01% | +1.40% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.93% | -0.02% | -0.81% | |
| 20 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.82% | -0.03% | +0.97% | |
| 21 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 0.79% | -0.11% | -0.72% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.75% | -0.05% | +0.87% | |
| 23 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 0.63% | -0.04% | +1.70% | |
| 24 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.59% | -0.02% | -4.70% | |
| 25 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.59% | +0.02% | +2911.06% | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 0.58% | -0.03% | -0.90% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.56% | -0.04% | +0.58% | |
| 28 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.56% | +0.16% | -8.16% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.43% | -0.05% | -1.58% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.42% | +0.07% | -0.52% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.42% | -0.01% | -1.18% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.41% | -0.06% | +1.08% | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.39% | +0.07% | -8.20% | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.38% | -0.02% | +507.66% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.36% | — | +0.90% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.35% | — | -2.19% | |
| 37 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.35% | -0.01% | -12.64% | |
| 38 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.35% | -0.17% | -92.96% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.34% | +0.02% | -13.10% | |
| 40 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.33% | +0.03% | +10.53% | |
| 41 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.25% | -0.02% | -2.68% | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.24% | -0.01% | -1.65% | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.23% | -0.07% | +199.35% | |
| 44 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.23% | — | +0.06% | |
| 45 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.22% | +0.01% | -7.51% | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.22% | -0.02% | +9.09% | |
| 47 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.20% | +0.03% | +0.51% | |
| 48 | MA | Mastercard Inc - A | Stock-Financials | 0.18% | — | -0.51% | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.17% | -0.02% | -0.44% | |
| 50 | VTV | Vanguard Value ETF | ETF-Other | 0.17% | -0.04% | +14.30% |
According to official SEC Form 13F filings, Winthrop Advisory Group LLC reported a total U.S. public equity portfolio value of $1.5B across 141 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including ITOT, IVV, IWB) accounted for 22.2% of total reported equity market value during Q1 2024.
During Q1 2024, Winthrop Advisory Group LLC's top holdings by market value included ITOT (11.9%)、IVV (11.8%)、IWB (10.6%). The largest single position, ITOT, represented 11.9% of total portfolio value.
In Q1 2024, Winthrop Advisory Group LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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