HoldingsChannel.com
| Entity | Amount | Change
12/31/2019 to 03/31/2020 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (IWB) |
273,126 | +153,107 | $38,655 |
| IWB | 273,126 | +153,107 | $38,655 |
| ISHARES TR (ICSH) |
683,469 | -40,101 | $34,079 |
| ICSH | 683,469 | -40,101 | $34,079 |
| SSGA ACTIVE ETF TR (TOTL) |
519,759 | -40,149 | $24,859 |
| TOTL | 519,759 | -40,149 | $24,859 |
| ISHARES TR (IVV) |
93,472 | -22,747 | $24,153 |
| IVV | 93,472 | -22,747 | $24,153 |
| VANGUARD INDEX FDS (VTI) |
152,075 | +146,240 | $19,604 |
| VTI | 152,075 | +146,240 | $19,604 |
| APPLE INC |
41,854 | -1,561 | $10,643 |
| AAPL | 41,854 | -1,561 | $10,643 |
| ISHARES TR (ITOT) |
177,428 | -32,675 | $10,151 |
| ITOT | 177,428 | -32,675 | $10,151 |
| SPDR S&P 500 ETF TR (SPY) |
37,021 | +130 | $9,542 |
| SPY | 37,021 | +130 | $9,542 |
| SPDR SER TR (SPTM) |
269,030 | +269,030 | $8,461 |
| SPTM | 269,030 | +269,030 | $8,461 |
| ISHARES TR (IWF) |
50,063 | -48 | $7,542 |
| IWF | 50,063 | -48 | $7,542 |
| SCHWAB STRATEGIC TR |
143,925 | +143,925 | $6,474 |
| SCHD | 143,925 | +143,925 | $6,474 |
| INVESCO QQQ TR |
23,440 | +313 | $4,463 |
| QQQ | 23,440 | +313 | $4,463 |
| ISHARES TR (IWV) |
22,784 | -6,063 | $3,380 |
| IWV | 22,784 | -6,063 | $3,380 |
| ISHARES TR (IJH) |
19,038 | -53,573 | $2,739 |
| IJH | 19,038 | -53,573 | $2,739 |
| ISHARES TR (SUB) |
24,066 | -857 | $2,555 |
| SUB | 24,066 | -857 | $2,555 |
| MICROSOFT CORP |
15,480 | +1,140 | $2,441 |
| MSFT | 15,480 | +1,140 | $2,441 |
| HOME DEPOT INC |
10,796 | -310 | $2,016 |
| HD | 10,796 | -310 | $2,016 |
| ISHARES TR (IWD) |
19,988 | +938 | $1,982 |
| IWD | 19,988 | +938 | $1,982 |
| AMAZON COM INC |
1,015 | -102 | $1,979 |
| AMZN | 1,015 | -102 | $1,979 |
| ISHARES TR (IVW) |
10,819 | +2 | $1,786 |
| IVW | 10,819 | +2 | $1,786 |
| ISHARES TR (DVY) |
20,521 | -70,960 | $1,509 |
| DVY | 20,521 | -70,960 | $1,509 |
| SPDR S&P MIDCAP 400 ETF TR (MDY) |
5,506 | -2,267 | $1,447 |
| MDY | 5,506 | -2,267 | $1,447 |
| DISNEY WALT CO |
13,437 | -81 | $1,298 |
| DIS | 13,437 | -81 | $1,298 |
 BERKSHIRE HATHAWAY INC DEL |
$1,267 | ||
| BRK.B | 6,932 | -498 | $1,267 |
| LPL FINL HLDGS INC |
22,162 | -150 | $1,206 |
| LPLA | 22,162 | -150 | $1,206 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
11,536 | -25 | $1,193 |
| VIG | 11,536 | -25 | $1,193 |
| PROCTER & GAMBLE CO |
10,323 | -640 | $1,136 |
| PG | 10,323 | -640 | $1,136 |
| ISHARES TR (EFA) |
20,001 | -47,496 | $1,069 |
| EFA | 20,001 | -47,496 | $1,069 |
| JOHNSON & JOHNSON |
7,828 | -53 | $1,027 |
| JNJ | 7,828 | -53 | $1,027 |
| VANGUARD BD INDEX FD INC (BIV) |
10,608 | +44 | $945 |
| BIV | 10,608 | +44 | $945 |
| ALPHABET INC |
764 | -12 | $888 |
| GOOGL | 764 | -12 | $888 |
| WALMART INC |
6,752 | +42 | $767 |
| WMT | 6,752 | +42 | $767 |
| JPMORGAN CHASE & CO |
8,417 | +154 | $758 |
| JPM | 8,417 | +154 | $758 |
| ALPHABET INC |
641 | -19 | $745 |
| GOOG | 641 | -19 | $745 |
| PEPSICO INC |
5,961 | +7 | $716 |
| PEP | 5,961 | +7 | $716 |
| VISA INC |
4,409 | +220 | $710 |
| V | 4,409 | +220 | $710 |
| ISHARES TR (SUSA) |
5,450 | +2,224 | $598 |
| SUSA | 5,450 | +2,224 | $598 |
| INTEL CORP |
10,664 | +4 | $577 |
| INTC | 10,664 | +4 | $577 |
| FACEBOOK INC |
3,409 | -35 | $569 |
| FB | 3,409 | -35 | $569 |
| MASTERCARD INC |
2,356 | -290 | $569 |
| MA | 2,356 | -290 | $569 |
| BK OF AMERICA CORP |
25,962 | -2,067 | $551 |
| BAC | 25,962 | -2,067 | $551 |
| STARBUCKS CORP |
7,435 | +57 | $489 |
| SBUX | 7,435 | +57 | $489 |
| MCDONALDS CORP |
2,727 | -298 | $451 |
| MCD | 2,727 | -298 | $451 |
| ISHARES TR (IWM) |
3,714 | -2,533 | $425 |
| IWM | 3,714 | -2,533 | $425 |
| VERIZON COMMUNICATIONS INC |
7,888 | +1,094 | $424 |
| VZ | 7,888 | +1,094 | $424 |
| MERCK & CO. INC |
5,424 | +7 | $417 |
| MRK | 5,424 | +7 | $417 |
| PFIZER INC |
12,295 | -78 | $401 |
| PFE | 12,295 | -78 | $401 |
| CHEVRON CORP NEW |
4,974 | +355 | $360 |
| CVX | 4,974 | +355 | $360 |
| ADOBE INC |
1,058 | -65 | $337 |
| ADBE | 1,058 | -65 | $337 |
| SPDR GOLD TRUST (GLD) |
2,256 | +70 | $334 |
| GLD | 2,256 | +70 | $334 |
See Full List: All Stocks Held By Winthrop Advisory Group LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Winthrop Advisory Group LLC
|
Size ($ in 1000's)
At 03/31/2020: $250,120 At 12/31/2019: $277,570 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 |
