
Entity | Amount | Change
03/31/2022 to 06/30/2022 |
Position Size ($ in 1000's) |
---|---|---|---|
![]() |
270,223 | +5,990 | $56,142 |
IWB | 270,223 | +5,990 | $56,142 |
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120,285 | +770 | $45,606 |
IVV | 120,285 | +770 | $45,606 |
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496,198 | -6,946 | $41,571 |
ITOT | 496,198 | -6,946 | $41,571 |
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667,336 | -41,425 | $33,394 |
ICSH | 667,336 | -41,425 | $33,394 |
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162,734 | +4,303 | $30,695 |
VTI | 162,734 | +4,303 | $30,695 |
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165,173 | +3,418 | $22,582 |
AAPL | 165,173 | +3,418 | $22,582 |
![]() |
72,295 | -3,132 | $20,301 |
QQQ | 72,295 | -3,132 | $20,301 |
![]() |
334,608 | +66,695 | $15,553 |
SPTM | 334,608 | +66,695 | $15,553 |
![]() |
344,557 | +344,557 | $15,226 |
SCHB | 344,557 | +344,557 | $15,226 |
![]() |
33,690 | -357 | $12,763 |
SPY | 33,690 | -357 | $12,763 |
![]() |
56,435 | +10,509 | $12,342 |
IWF | 56,435 | +10,509 | $12,342 |
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135,027 | +334 | $9,672 |
SCHD | 135,027 | +334 | $9,672 |
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367,796 | -2,457 | $8,570 |
DFAC | 367,796 | -2,457 | $8,570 |
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31,991 | -3,384 | $7,237 |
IJH | 31,991 | -3,384 | $7,237 |
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19,855 | +710 | $5,099 |
MSFT | 19,855 | +710 | $5,099 |
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36,727 | +257 | $4,815 |
VXF | 36,727 | +257 | $4,815 |
![]() |
66,046 | +66,046 | $4,723 |
XLE | 66,046 | +66,046 | $4,723 |
![]() |
18,453 | -27 | $4,012 |
IWV | 18,453 | -27 | $4,012 |
![]() |
21,313 | -200 | $3,932 |
LPLA | 21,313 | -200 | $3,932 |
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32,560 | +31,157 | $3,458 |
AMZN | 32,560 | +31,157 | $3,458 |
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54,396 | -4,275 | $3,201 |
IEFA | 54,396 | -4,275 | $3,201 |
![]() |
10,363 | -196 | $2,842 |
HD | 10,363 | -196 | $2,842 |
![]() |
40,866 | +28 | $2,466 |
IVW | 40,866 | +28 | $2,466 |
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22,580 | +1,000 | $2,363 |
SUB | 22,580 | +1,000 | $2,363 |
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16,119 | +348 | $2,313 |
VIG | 16,119 | +348 | $2,313 |
![]() |
14,345 | -1,273 | $2,080 |
IWD | 14,345 | -1,273 | $2,080 |
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5,012 | UNCH | $2,080 |
MDY | 5,012 | UNCH | $2,080 |
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937 | +89 | $2,042 |
GOOGL | 937 | +89 | $2,042 |
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$1,972 | ||
BRK.B | 7,225 | +134 | $1,972 |
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9,873 | +783 | $1,753 |
JNJ | 9,873 | +783 | $1,753 |
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776 | +24 | $1,697 |
GOOG | 776 | +24 | $1,697 |
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10,470 | +441 | $1,506 |
PG | 10,470 | +441 | $1,506 |
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15,844 | +450 | $1,278 |
SUSA | 15,844 | +450 | $1,278 |
![]() |
31,907 | -348 | $1,272 |
ARKK | 31,907 | -348 | $1,272 |
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13,131 | +47 | $1,240 |
DIS | 13,131 | +47 | $1,240 |
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25,778 | -1,360 | $1,236 |
XT | 25,778 | -1,360 | $1,236 |
![]() |
10,258 | -522 | $1,155 |
JPM | 10,258 | -522 | $1,155 |
![]() |
1,699 | +3 | $1,144 |
TSLA | 1,699 | +3 | $1,144 |
![]() |
5,708 | -154 | $1,124 |
V | 5,708 | -154 | $1,124 |
![]() |
17,367 | +10,300 | $1,123 |
IWR | 17,367 | +10,300 | $1,123 |
![]() |
27,209 | +28 | $1,109 |
DFUS | 27,209 | +28 | $1,109 |
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6,406 | -51 | $1,068 |
PEP | 6,406 | -51 | $1,068 |
![]() |
8,166 | -101 | $993 |
WMT | 8,166 | -101 | $993 |
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8,116 | +513 | $955 |
DVY | 8,116 | +513 | $955 |
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27,036 | +2,202 | $842 |
BAC | 27,036 | +2,202 | $842 |
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5,066 | +168 | $817 |
FB | 5,066 | +168 | $817 |
![]() |
15,547 | -17 | $815 |
PFE | 15,547 | -17 | $815 |
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2,404 | -104 | $759 |
MA | 2,404 | -104 | $759 |
![]() |
8,057 | +778 | $740 |
MRK | 8,057 | +778 | $740 |
![]() |
4,443 | +1 | $680 |
ABBV | 4,443 | +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
![]() 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 |