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CIK: 0001739043
Total reported value
$1.5B
$1.5B
156 檔
26.7%
In Q4 2024, Winthrop Advisory Group LLC's U.S. equity holdings reached a combined market value of $1.5B, distributed across 156 disclosed stock positions.
During Q4 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 | 12.72% | +0.08% | +3.94% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 11.85% | -0.06% | -21.20% | |
| 3 | IWB | Ishares Russell 1000 ETF | ETF-Other | 9.79% | -0.44% | -0.53% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 7.61% | +0.21% | +3.31% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.04% | -0.14% | -0.21% | |
| 6 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 4.79% | -0.02% | +117.21% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 4.70% | -0.21% | -1.97% | |
| 8 | SCHB | Schwab US Broad Market ETF | ETF-Other | 4.07% | -0.06% | +269.99% | |
| 9 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 3.95% | -0.17% | -0.56% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.44% | -0.07% | -0.08% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.27% | -0.07% | +0.23% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.88% | -0.17% | +24.01% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.79% | -0.13% | +1.02% | |
| 14 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.63% | +0.08% | +4.92% | |
| 15 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.42% | -0.08% | -0.70% | |
| 16 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.35% | +0.19% | — | |
| 17 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.23% | -0.16% | +196.89% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.20% | -0.02% | +1069.88% | |
| 19 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 0.83% | -0.11% | +0.73% | |
| 20 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.79% | -0.03% | +0.57% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.67% | -0.05% | +3.40% | |
| 22 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.60% | +0.16% | +33.49% | |
| 23 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.55% | +0.02% | — | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.54% | +0.07% | +12.40% | |
| 25 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.54% | -0.02% | +197.91% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.53% | -0.01% | +6.56% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.50% | -0.06% | +2.20% | |
| 28 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 0.49% | -0.04% | -1.99% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.49% | -0.05% | +16.80% | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 0.48% | -0.03% | +1.20% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.48% | -0.04% | -1.79% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.47% | +0.07% | +4.42% | |
| 33 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.40% | -0.02% | -2.82% | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.39% | -0.02% | +17.19% | |
| 35 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.39% | +0.03% | +15.81% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.38% | — | +4.04% | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.37% | — | +6.16% | |
| 38 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.36% | -0.01% | +5.80% | |
| 39 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.33% | -0.01% | +0.09% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.31% | +0.02% | +7.96% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.27% | -0.07% | -0.42% | |
| 42 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.21% | — | +0.10% | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.20% | -0.01% | +0.17% | |
| 44 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.20% | +0.01% | -5.70% | |
| 45 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.19% | -0.02% | +1.79% | |
| 46 | AVGO | Broadcom Inc | Stock-Tech | 0.18% | +0.04% | +57.51% | |
| 47 | VTV | Vanguard Value ETF | ETF-Other | 0.18% | -0.04% | -4.07% | |
| 48 | BAC | Bank Of America CORP | Stock-Financials | 0.18% | — | +5.16% | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.18% | — | +11.02% | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.16% | -0.03% | +43.46% |
According to official SEC Form 13F filings, Winthrop Advisory Group LLC reported a total U.S. public equity portfolio value of $1.5B across 156 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including ITOT, IVV, IWB) accounted for 26.7% of total reported equity market value during Q4 2024.
During Q4 2024, Winthrop Advisory Group LLC's top holdings by market value included ITOT (12.7%)、IVV (11.8%)、IWB (9.8%). The largest single position, ITOT, represented 12.7% of total portfolio value.
In Q4 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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