HoldingsChannel.com
Winthrop Advisory Group LLC Top Holdings
As of  06/30/2022, below is a summary of the Winthrop Advisory Group LLC top holdings by largest position size, as per the latest 13f filing made by Winthrop Advisory Group LLC. In the Winthrop Advisory Group LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Winthrop Advisory Group LLC in that top holding, then the share count change between reporting periods, and finally the Winthrop Advisory Group LLC top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
ISHARES TR (IWB) 270,223 +5,990 $56,142
     IWB270,223+5,990$56,142
ISHARES TR (IVV) 120,285 +770 $45,606
     IVV120,285+770$45,606
ISHARES TR (ITOT) 496,198 -6,946 $41,571
     ITOT496,198-6,946$41,571
ISHARES TR (ICSH) 667,336 -41,425 $33,394
     ICSH667,336-41,425$33,394
VANGUARD INDEX FDS (VTI) 162,734 +4,303 $30,695
     VTI162,734+4,303$30,695
APPLE INC 165,173 +3,418 $22,582
     AAPL165,173+3,418$22,582
INVESCO QQQ TR 72,295 -3,132 $20,301
     QQQ72,295-3,132$20,301
SPDR SER TR (SPTM) 334,608 +66,695 $15,553
     SPTM334,608+66,695$15,553
SCHWAB STRATEGIC TR 344,557 +344,557 $15,226
     SCHB344,557+344,557$15,226
SPDR S&P 500 ETF TR (SPY) 33,690 -357 $12,763
     SPY33,690-357$12,763
ISHARES TR (IWF) 56,435 +10,509 $12,342
     IWF56,435+10,509$12,342
SCHWAB STRATEGIC TR 135,027 +334 $9,672
     SCHD135,027+334$9,672
DIMENSIONAL ETF TRUST (DFAC) 367,796 -2,457 $8,570
     DFAC367,796-2,457$8,570
ISHARES TR (IJH) 31,991 -3,384 $7,237
     IJH31,991-3,384$7,237
MICROSOFT CORP 19,855 +710 $5,099
     MSFT19,855+710$5,099
VANGUARD INDEX FDS (VXF) 36,727 +257 $4,815
     VXF36,727+257$4,815
SELECT SECTOR SPDR TR (XLE) 66,046 +66,046 $4,723
     XLE66,046+66,046$4,723
ISHARES TR (IWV) 18,453 -27 $4,012
     IWV18,453-27$4,012
LPL FINL HLDGS INC 21,313 -200 $3,932
     LPLA21,313-200$3,932
AMAZON COM INC 32,560 +31,157 $3,458
     AMZN32,560+31,157$3,458
ISHARES TR (IEFA) 54,396 -4,275 $3,201
     IEFA54,396-4,275$3,201
HOME DEPOT INC 10,363 -196 $2,842
     HD10,363-196$2,842
ISHARES TR (IVW) 40,866 +28 $2,466
     IVW40,866+28$2,466
ISHARES TR (SUB) 22,580 +1,000 $2,363
     SUB22,580+1,000$2,363
VANGUARD SPECIALIZED FUNDS (VIG) 16,119 +348 $2,313
     VIG16,119+348$2,313
ISHARES TR (IWD) 14,345 -1,273 $2,080
     IWD14,345-1,273$2,080
SPDR S&P MIDCAP 400 ETF TR (MDY) 5,012 UNCH $2,080
     MDY5,012UNCH$2,080
ALPHABET INC 937 +89 $2,042
     GOOGL937+89$2,042
BERKSHIRE HATHAWAY INC DEL      $1,972
     BRK.B7,225+134$1,972
JOHNSON & JOHNSON 9,873 +783 $1,753
     JNJ9,873+783$1,753
ALPHABET INC 776 +24 $1,697
     GOOG776+24$1,697
PROCTER & GAMBLE CO 10,470 +441 $1,506
     PG10,470+441$1,506
ISHARES TR (SUSA) 15,844 +450 $1,278
     SUSA15,844+450$1,278
ARK ETF TR (ARKK) 31,907 -348 $1,272
     ARKK31,907-348$1,272
DISNEY WALT CO 13,131 +47 $1,240
     DIS13,131+47$1,240
ISHARES TR (XT) 25,778 -1,360 $1,236
     XT25,778-1,360$1,236
JPMORGAN CHASE & CO 10,258 -522 $1,155
     JPM10,258-522$1,155
TESLA INC 1,699 +3 $1,144
     TSLA1,699+3$1,144
VISA INC 5,708 -154 $1,124
     V5,708-154$1,124
ISHARES TR (IWR) 17,367 +10,300 $1,123
     IWR17,367+10,300$1,123
DIMENSIONAL ETF TRUST (DFUS) 27,209 +28 $1,109
     DFUS27,209+28$1,109
PEPSICO INC 6,406 -51 $1,068
     PEP6,406-51$1,068
WALMART INC 8,166 -101 $993
     WMT8,166-101$993
ISHARES TR (DVY) 8,116 +513 $955
     DVY8,116+513$955
BANK AMER CORP 27,036 +2,202 $842
     BAC27,036+2,202$842
META PLATFORMS INC 5,066 +168 $817
     FB5,066+168$817
PFIZER INC 15,547 -17 $815
     PFE15,547-17$815
MASTERCARD INC 2,404 -104 $759
     MA2,404-104$759
MERCK & CO INC 8,057 +778 $740
     MRK8,057+778$740
ABBVIE INC 4,443 +1 $680
     ABBV4,443+1$680

See Full List: All Stocks Held By Winthrop Advisory Group LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Winthrop Advisory Group LLC

Size ($ in 1000's)
At 06/30/2022: $426,028
At 03/31/2022: $479,751

Winthrop Advisory Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Winthrop Advisory Group LLC 13F filings. Link to 13F filings: SEC filings

Winthrop Advisory Group LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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