Winthrop Advisory Group LLC Portfolio Holdings
Winthrop Advisory Group LLC
- $1.16 Billion
- Q4 2025
Winthrop Advisory Group LLC has filed its 13F form on January 21, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.16 Billion distributed in 275 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $134M, Ishares Core S&P 500 ETF with a value of $123M, Ishares Tr Russell 1000 ETF with a value of $91.2M, Invesco Qqq Trust, Series 1 with a value of $78.3M, and Ishares Msci Acwi Ex Us ETF with a value of $74.9M.
Below you can find more details about Winthrop Advisory Group LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.16 Billion
ETFs: $982 Million
Technology: $83 Million
Financial Services: $31 Million
Consumer Cyclical: $22 Million
Communication Services: $20 Million
Healthcare: $9.22 Million
Industrials: $7.73 Million
Consumer Defensive: $6.9 Million
Other: $2.52 Million