Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
ISHARES TR (ITOT) | 715,729 | +34,392 | $82,524 |
ITOT | 715,729 | +34,392 | $82,524 |
ISHARES TR (IVV) | 155,691 | +3,843 | $81,852 |
IVV | 155,691 | +3,843 | $81,852 |
ISHARES TR (IWB) | 254,787 | +203,000 | $73,386 |
IWB | 254,787 | +203,000 | $73,386 |
INVESCO QQQ TR | 106,758 | +5,217 | $47,463 |
QQQ | 106,758 | +5,217 | $47,463 |
VANGUARD INDEX FDS (VTI) | 172,818 | -2,179 | $44,915 |
VTI | 172,818 | -2,179 | $44,915 |
ISHARES TR (ICSH) | 857,411 | +52,694 | $43,351 |
ICSH | 857,411 | +52,694 | $43,351 |
SPDR Portfolio Total Stock Market ETF (SPYG) | 461,676 | +428,964 | $33,772 |
SPYG | 461,676 | +428,964 | $33,772 |
APPLE INC | 156,179 | -2,047 | $26,782 |
AAPL | 156,179 | -2,047 | $26,782 |
SCHWAB STRATEGIC TR | 391,508 | +3,550 | $23,902 |
SCHB | 391,508 | +3,550 | $23,902 |
ISHARES TR (IWF) | 49,049 | +35,030 | $16,532 |
IWF | 49,049 | +35,030 | $16,532 |
SPDR S&P 500 ETF TR (SPY) | 30,582 | -1,261 | $16,047 |
SPY | 30,582 | -1,261 | $16,047 |
ISHARES TR (IJH) | 228,812 | +183,916 | $13,898 |
IJH | 228,812 | +183,916 | $13,898 |
VANGUARD INDEX FDS (VXF) | 63,876 | +6,886 | $11,196 |
VXF | 63,876 | +6,886 | $11,196 |
DIMENSIONAL ETF TRUST (DFAC) | 350,177 | -7,847 | $11,188 |
DFAC | 350,177 | -7,847 | $11,188 |
SCHWAB STRATEGIC TR | 126,276 | -3,418 | $10,182 |
SCHD | 126,276 | -3,418 | $10,182 |
MICROSOFT CORP | 23,038 | -908 | $9,693 |
MSFT | 23,038 | -908 | $9,693 |
VANGUARD MUN BD FDS (VTEB) | 156,605 | -5,527 | $7,924 |
VTEB | 156,605 | -5,527 | $7,924 |
SELECT SECTOR SPDR TR (XLE) | 70,463 | +971 | $6,652 |
XLE | 70,463 | +971 | $6,652 |
AMAZON COM INC | 35,539 | -289 | $6,411 |
AMZN | 35,539 | -289 | $6,411 |
ISHARES TR (IWV) | 18,841 | +181 | $5,654 |
IWV | 18,841 | +181 | $5,654 |
LPL FINL HLDGS INC | 20,783 | -150 | $5,491 |
LPLA | 20,783 | -150 | $5,491 |
VANGUARD INTL EQUITY INDEX F (VWO) | 124,013 | +1,073 | $5,180 |
VWO | 124,013 | +1,073 | $5,180 |
GOLDMAN SACHS ETF TR (GSIE) | 126,156 | +2,104 | $4,326 |
GSIE | 126,156 | +2,104 | $4,326 |
SCHWAB STRATEGIC TR | 65,879 | -3,250 | $4,088 |
SCHX | 65,879 | -3,250 | $4,088 |
ISHARES TR (IVW) | 47,936 | +46,344 | $4,048 |
IVW | 47,936 | +46,344 | $4,048 |
THE HOME DEPOT INC | 10,370 | -94 | $3,978 |
HD | 10,370 | -94 | $3,978 |
BERKSHIRE HATHAWAY INC DEL | $3,865 | ||
BRK.B | 9,192 | +53 | $3,865 |
J P MORGAN EXCHANGE TRADED F (JPST) | 76,546 | -6,799 | $3,862 |
JPST | 76,546 | -6,799 | $3,862 |
VANGUARD SPECIALIZED FUNDS (VIG) | 16,143 | -259 | $2,948 |
VIG | 16,143 | -259 | $2,948 |
ALPHABET INC | 19,455 | -102 | $2,936 |
GOOGL | 19,455 | -102 | $2,936 |
JPMORGAN CHASE & CO | 14,397 | -172 | $2,884 |
JPM | 14,397 | -172 | $2,884 |
META PLATFORMS INC | 5,881 | +63 | $2,856 |
META | 5,881 | +63 | $2,856 |
NVIDIA CORPORATION | 2,988 | -267 | $2,700 |
NVDA | 2,988 | -267 | $2,700 |
ISHARES TR (IWD) | 14,839 | +12,397 | $2,658 |
IWD | 14,839 | +12,397 | $2,658 |
VISA INC | 8,933 | +80 | $2,493 |
V | 8,933 | +80 | $2,493 |
ALPHABET INC | 15,834 | -355 | $2,411 |
GOOG | 15,834 | -355 | $2,411 |
SPDR S&P MIDCAP 400 ETF TR (MDY) | 4,320 | -625 | $2,409 |
MDY | 4,320 | -625 | $2,409 |
VANGUARD INDEX FDS (VOO) | 4,841 | -730 | $2,327 |
VOO | 4,841 | -730 | $2,327 |
ISHARES INC (IEMG) | 44,741 | +4,264 | $2,309 |
IEMG | 44,741 | +4,264 | $2,309 |
SPDR Portfolio S&P 500 Growth ETF (SPTM) | 32,709 | -431,628 | $2,098 |
SPTM | 32,709 | -431,628 | $2,098 |
THE WALT DISNEY COMP | 14,397 | -397 | $1,762 |
DIS | 14,397 | -397 | $1,762 |
PROCTER & GAMBLE CO | 10,057 | -169 | $1,632 |
PG | 10,057 | -169 | $1,632 |
WALMART INC | 26,900 | +17,914 | $1,624 |
WMT | 26,900 | +17,914 | $1,624 |
DIMENSIONAL ETF TRUST (DFUS) | 27,400 | +17 | $1,561 |
DFUS | 27,400 | +17 | $1,561 |
ISHARES TR (SUSA) | 14,247 | -1,157 | $1,555 |
SUSA | 14,247 | -1,157 | $1,555 |
JOHNSON & JOHNSON | 9,456 | +788 | $1,496 |
JNJ | 9,456 | +788 | $1,496 |
LILLY ELI & CO | 1,766 | +9 | $1,374 |
LLY | 1,766 | +9 | $1,374 |
MASTERCARD INC | 2,551 | -13 | $1,229 |
MA | 2,551 | -13 | $1,229 |
TESLA INC | 6,795 | -30 | $1,194 |
TSLA | 6,795 | -30 | $1,194 |
VANGUARD INDEX FDS (VTV) | 7,265 | +909 | $1,183 |
VTV | 7,265 | +909 | $1,183 |
See Full List: All Stocks Held By Winthrop Advisory Group LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Winthrop Advisory Group LLC
Size ($ in 1000's)
At 03/31/2024: $695,334 At 12/31/2023: $638,345 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 |