13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001739043
Total reported value
$1.5B
$1.5B
152 檔
26.0%
At the close of Q3 2024, Winthrop Advisory Group LLC disclosed equity holdings valued at approximately $1.5B, spread across 152 reported holdings.
During Q3 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 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.29% | -0.06% | +31.05% | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 12.18% | +0.08% | +3.26% | |
| 3 | IWB | Ishares Russell 1000 ETF | ETF-Other | 9.78% | -0.44% | -0.59% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 7.18% | +0.21% | +5.55% | |
| 5 | STOT | Ss Dl St Dur Tr Tact ETF | ETF-Other | 6.23% | — | — | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.04% | -0.14% | +0.25% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 4.54% | -0.21% | +2.48% | |
| 8 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 3.97% | -0.17% | +1300.34% | |
| 9 | SCHB | Schwab US Broad Market ETF | ETF-Other | 3.28% | -0.06% | +0.56% | |
| 10 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 2.47% | -0.02% | +4254.37% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.33% | -0.07% | -0.31% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.26% | -0.07% | +4.02% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.80% | -0.13% | +1.97% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.58% | -0.17% | +18.31% | |
| 15 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.52% | +0.08% | +1.04% | |
| 16 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.44% | -0.08% | -0.51% | |
| 17 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.31% | -0.16% | -0.52% | |
| 18 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.03% | -0.14% | +1.91% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.89% | -0.02% | +10.64% | |
| 20 | XLE | Ss Energy Select Sector | ETF-Other | 0.79% | -0.01% | +0.51% | |
| 21 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.78% | -0.03% | +1.94% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.72% | -0.05% | -2.00% | |
| 23 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 0.60% | -0.11% | +0.10% | |
| 24 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 0.55% | -0.04% | -1.28% | |
| 25 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.54% | -0.02% | -1.41% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.51% | -0.04% | -0.69% | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 0.51% | -0.03% | -2.16% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.49% | -0.06% | +18.31% | |
| 29 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.46% | +0.16% | -4.97% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.45% | -0.01% | +19.11% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.44% | +0.07% | +4.86% | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.43% | -0.05% | +7.55% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.40% | +0.07% | -1.71% | |
| 34 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.38% | +0.03% | +6.52% | |
| 35 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.35% | -0.02% | +6.96% | |
| 36 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.33% | -0.01% | +8.96% | |
| 37 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.33% | -0.01% | -93.05% | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.33% | — | -0.30% | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.31% | — | -0.36% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.29% | +0.02% | -0.09% | |
| 41 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.27% | -0.02% | +20.38% | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.25% | -0.07% | -0.74% | |
| 43 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.21% | — | +0.07% | |
| 44 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.21% | -0.01% | -0.89% | |
| 45 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.21% | +0.01% | -3.08% | |
| 46 | VTV | Vanguard Value ETF | ETF-Other | 0.19% | -0.04% | +12.98% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.18% | -0.02% | -2.38% | |
| 48 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.18% | +0.03% | -4.10% | |
| 49 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.17% | -0.02% | +0.01% | |
| 50 | IBM | Intl Business Machines CORP | Stock-Tech | 0.17% | +0.01% | -1.00% |
According to official SEC Form 13F filings, Winthrop Advisory Group LLC reported a total U.S. public equity portfolio value of $1.5B across 152 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, ITOT, IWB) accounted for 26.0% of total reported equity market value during Q3 2024.
During Q3 2024, Winthrop Advisory Group LLC's top holdings by market value included IVV (12.3%)、ITOT (12.2%)、IWB (9.8%). The largest single position, IVV, represented 12.3% of total portfolio value.
In Q3 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.