HoldingsChannel.com
Winthrop Advisory Group LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ISHARES TR (IWB) 273,126 +153,107 $38,655
     IWB273,126+153,107$38,655
ISHARES TR (ICSH) 683,469 -40,101 $34,079
     ICSH683,469-40,101$34,079
SSGA ACTIVE ETF TR (TOTL) 519,759 -40,149 $24,859
     TOTL519,759-40,149$24,859
ISHARES TR (IVV) 93,472 -22,747 $24,153
     IVV93,472-22,747$24,153
VANGUARD INDEX FDS (VTI) 152,075 +146,240 $19,604
     VTI152,075+146,240$19,604
APPLE INC 41,854 -1,561 $10,643
     AAPL41,854-1,561$10,643
ISHARES TR (ITOT) 177,428 -32,675 $10,151
     ITOT177,428-32,675$10,151
SPDR S&P 500 ETF TR (SPY) 37,021 +130 $9,542
     SPY37,021+130$9,542
SPDR SER TR (SPTM) 269,030 +269,030 $8,461
     SPTM269,030+269,030$8,461
ISHARES TR (IWF) 50,063 -48 $7,542
     IWF50,063-48$7,542
SCHWAB STRATEGIC TR 143,925 +143,925 $6,474
     SCHD143,925+143,925$6,474
INVESCO QQQ TR 23,440 +313 $4,463
     QQQ23,440+313$4,463
ISHARES TR (IWV) 22,784 -6,063 $3,380
     IWV22,784-6,063$3,380
ISHARES TR (IJH) 19,038 -53,573 $2,739
     IJH19,038-53,573$2,739
ISHARES TR (SUB) 24,066 -857 $2,555
     SUB24,066-857$2,555
MICROSOFT CORP 15,480 +1,140 $2,441
     MSFT15,480+1,140$2,441
HOME DEPOT INC 10,796 -310 $2,016
     HD10,796-310$2,016
ISHARES TR (IWD) 19,988 +938 $1,982
     IWD19,988+938$1,982
AMAZON COM INC 1,015 -102 $1,979
     AMZN1,015-102$1,979
ISHARES TR (IVW) 10,819 +2 $1,786
     IVW10,819+2$1,786
ISHARES TR (DVY) 20,521 -70,960 $1,509
     DVY20,521-70,960$1,509
SPDR S&P MIDCAP 400 ETF TR (MDY) 5,506 -2,267 $1,447
     MDY5,506-2,267$1,447
DISNEY WALT CO 13,437 -81 $1,298
     DIS13,437-81$1,298
BERKSHIRE HATHAWAY INC DEL      $1,267
     BRK.B6,932-498$1,267
LPL FINL HLDGS INC 22,162 -150 $1,206
     LPLA22,162-150$1,206
VANGUARD SPECIALIZED FUNDS (VIG) 11,536 -25 $1,193
     VIG11,536-25$1,193
PROCTER & GAMBLE CO 10,323 -640 $1,136
     PG10,323-640$1,136
ISHARES TR (EFA) 20,001 -47,496 $1,069
     EFA20,001-47,496$1,069
JOHNSON & JOHNSON 7,828 -53 $1,027
     JNJ7,828-53$1,027
VANGUARD BD INDEX FD INC (BIV) 10,608 +44 $945
     BIV10,608+44$945
ALPHABET INC 764 -12 $888
     GOOGL764-12$888
WALMART INC 6,752 +42 $767
     WMT6,752+42$767
JPMORGAN CHASE & CO 8,417 +154 $758
     JPM8,417+154$758
ALPHABET INC 641 -19 $745
     GOOG641-19$745
PEPSICO INC 5,961 +7 $716
     PEP5,961+7$716
VISA INC 4,409 +220 $710
     V4,409+220$710
ISHARES TR (SUSA) 5,450 +2,224 $598
     SUSA5,450+2,224$598
INTEL CORP 10,664 +4 $577
     INTC10,664+4$577
FACEBOOK INC 3,409 -35 $569
     FB3,409-35$569
MASTERCARD INC 2,356 -290 $569
     MA2,356-290$569
BK OF AMERICA CORP 25,962 -2,067 $551
     BAC25,962-2,067$551
STARBUCKS CORP 7,435 +57 $489
     SBUX7,435+57$489
MCDONALDS CORP 2,727 -298 $451
     MCD2,727-298$451
ISHARES TR (IWM) 3,714 -2,533 $425
     IWM3,714-2,533$425
VERIZON COMMUNICATIONS INC 7,888 +1,094 $424
     VZ7,888+1,094$424
MERCK & CO. INC 5,424 +7 $417
     MRK5,424+7$417
PFIZER INC 12,295 -78 $401
     PFE12,295-78$401
CHEVRON CORP NEW 4,974 +355 $360
     CVX4,974+355$360
ADOBE INC 1,058 -65 $337
     ADBE1,058-65$337
SPDR GOLD TRUST (GLD) 2,256 +70 $334
     GLD2,256+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

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

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