HoldingsChannel.com
| Entity | Amount | Change
03/31/2022 to 06/30/2022 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (IWB) |
270,223 | +5,990 | $56,142 |
| IWB | 270,223 | +5,990 | $56,142 |
| ISHARES TR (IVV) |
120,285 | +770 | $45,606 |
| IVV | 120,285 | +770 | $45,606 |
| ISHARES TR (ITOT) |
496,198 | -6,946 | $41,571 |
| ITOT | 496,198 | -6,946 | $41,571 |
| ISHARES TR (ICSH) |
667,336 | -41,425 | $33,394 |
| ICSH | 667,336 | -41,425 | $33,394 |
| VANGUARD INDEX FDS (VTI) |
162,734 | +4,303 | $30,695 |
| VTI | 162,734 | +4,303 | $30,695 |
| APPLE INC |
165,173 | +3,418 | $22,582 |
| AAPL | 165,173 | +3,418 | $22,582 |
| INVESCO QQQ TR |
72,295 | -3,132 | $20,301 |
| QQQ | 72,295 | -3,132 | $20,301 |
| SPDR SER TR (SPTM) |
334,608 | +66,695 | $15,553 |
| SPTM | 334,608 | +66,695 | $15,553 |
| SCHWAB STRATEGIC TR |
344,557 | +344,557 | $15,226 |
| SCHB | 344,557 | +344,557 | $15,226 |
| SPDR S&P 500 ETF TR (SPY) |
33,690 | -357 | $12,763 |
| SPY | 33,690 | -357 | $12,763 |
| ISHARES TR (IWF) |
56,435 | +10,509 | $12,342 |
| IWF | 56,435 | +10,509 | $12,342 |
| SCHWAB STRATEGIC TR |
135,027 | +334 | $9,672 |
| SCHD | 135,027 | +334 | $9,672 |
| DIMENSIONAL ETF TRUST (DFAC) |
367,796 | -2,457 | $8,570 |
| DFAC | 367,796 | -2,457 | $8,570 |
| ISHARES TR (IJH) |
31,991 | -3,384 | $7,237 |
| IJH | 31,991 | -3,384 | $7,237 |
| MICROSOFT CORP |
19,855 | +710 | $5,099 |
| MSFT | 19,855 | +710 | $5,099 |
| VANGUARD INDEX FDS (VXF) |
36,727 | +257 | $4,815 |
| VXF | 36,727 | +257 | $4,815 |
| SELECT SECTOR SPDR TR (XLE) |
66,046 | +66,046 | $4,723 |
| XLE | 66,046 | +66,046 | $4,723 |
| ISHARES TR (IWV) |
18,453 | -27 | $4,012 |
| IWV | 18,453 | -27 | $4,012 |
| LPL FINL HLDGS INC |
21,313 | -200 | $3,932 |
| LPLA | 21,313 | -200 | $3,932 |
| AMAZON COM INC |
32,560 | +31,157 | $3,458 |
| AMZN | 32,560 | +31,157 | $3,458 |
| ISHARES TR (IEFA) |
54,396 | -4,275 | $3,201 |
| IEFA | 54,396 | -4,275 | $3,201 |
| HOME DEPOT INC |
10,363 | -196 | $2,842 |
| HD | 10,363 | -196 | $2,842 |
| ISHARES TR (IVW) |
40,866 | +28 | $2,466 |
| IVW | 40,866 | +28 | $2,466 |
| ISHARES TR (SUB) |
22,580 | +1,000 | $2,363 |
| SUB | 22,580 | +1,000 | $2,363 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
16,119 | +348 | $2,313 |
| VIG | 16,119 | +348 | $2,313 |
| ISHARES TR (IWD) |
14,345 | -1,273 | $2,080 |
| IWD | 14,345 | -1,273 | $2,080 |
| SPDR S&P MIDCAP 400 ETF TR (MDY) |
5,012 | UNCH | $2,080 |
| MDY | 5,012 | UNCH | $2,080 |
| ALPHABET INC |
937 | +89 | $2,042 |
| GOOGL | 937 | +89 | $2,042 |
 BERKSHIRE HATHAWAY INC DEL |
$1,972 | ||
| BRK.B | 7,225 | +134 | $1,972 |
| JOHNSON & JOHNSON |
9,873 | +783 | $1,753 |
| JNJ | 9,873 | +783 | $1,753 |
| ALPHABET INC |
776 | +24 | $1,697 |
| GOOG | 776 | +24 | $1,697 |
| PROCTER & GAMBLE CO |
10,470 | +441 | $1,506 |
| PG | 10,470 | +441 | $1,506 |
| ISHARES TR (SUSA) |
15,844 | +450 | $1,278 |
| SUSA | 15,844 | +450 | $1,278 |
| ARK ETF TR (ARKK) |
31,907 | -348 | $1,272 |
| ARKK | 31,907 | -348 | $1,272 |
| DISNEY WALT CO |
13,131 | +47 | $1,240 |
| DIS | 13,131 | +47 | $1,240 |
| ISHARES TR (XT) |
25,778 | -1,360 | $1,236 |
| XT | 25,778 | -1,360 | $1,236 |
| JPMORGAN CHASE & CO |
10,258 | -522 | $1,155 |
| JPM | 10,258 | -522 | $1,155 |
| TESLA INC |
1,699 | +3 | $1,144 |
| TSLA | 1,699 | +3 | $1,144 |
| VISA INC |
5,708 | -154 | $1,124 |
| V | 5,708 | -154 | $1,124 |
| ISHARES TR (IWR) |
17,367 | +10,300 | $1,123 |
| IWR | 17,367 | +10,300 | $1,123 |
| DIMENSIONAL ETF TRUST (DFUS) |
27,209 | +28 | $1,109 |
| DFUS | 27,209 | +28 | $1,109 |
| PEPSICO INC |
6,406 | -51 | $1,068 |
| PEP | 6,406 | -51 | $1,068 |
| WALMART INC |
8,166 | -101 | $993 |
| WMT | 8,166 | -101 | $993 |
| ISHARES TR (DVY) |
8,116 | +513 | $955 |
| DVY | 8,116 | +513 | $955 |
| BANK AMER CORP |
27,036 | +2,202 | $842 |
| BAC | 27,036 | +2,202 | $842 |
| META PLATFORMS INC |
5,066 | +168 | $817 |
| FB | 5,066 | +168 | $817 |
| PFIZER INC |
15,547 | -17 | $815 |
| PFE | 15,547 | -17 | $815 |
| MASTERCARD INC |
2,404 | -104 | $759 |
| MA | 2,404 | -104 | $759 |
| MERCK & CO INC |
8,057 | +778 | $740 |
| MRK | 8,057 | +778 | $740 |
| ABBVIE INC |
4,443 | +1 | $680 |
| ABBV | 4,443 | +1 | $680 |
See Full List: All Stocks Held By Winthrop Advisory Group LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Winthrop Advisory Group LLC
|
Size ($ 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 |
