HoldingsChannel.com
| Entity | Amount | Change
06/30/2019 to 09/30/2019 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (ICSH) |
713,372 | +76,519 | $35,874 |
| ICSH | 713,372 | +76,519 | $35,874 |
| SSGA ACTIVE ETF TR (TOTL) |
671,229 | +31,985 | $32,956 |
| TOTL | 671,229 | +31,985 | $32,956 |
| ISHARES TR (IVV) |
105,393 | +8,576 | $31,462 |
| IVV | 105,393 | +8,576 | $31,462 |
| ISHARES TR (IWB) |
118,561 | +983 | $19,508 |
| IWB | 118,561 | +983 | $19,508 |
| ISHARES TR (IJH) |
71,449 | +90 | $13,806 |
| IJH | 71,449 | +90 | $13,806 |
| ISHARES TR (ITOT) |
188,801 | +20,212 | $12,663 |
| ITOT | 188,801 | +20,212 | $12,663 |
| SPDR S&P 500 ETF TR (SPY) |
36,695 | +1,794 | $10,890 |
| SPY | 36,695 | +1,794 | $10,890 |
| APPLE INC |
44,792 | -607 | $10,032 |
| AAPL | 44,792 | -607 | $10,032 |
| ISHARES TR (IWF) |
49,762 | -692 | $7,943 |
| IWF | 49,762 | -692 | $7,943 |
| ISHARES TR (DVY) |
74,112 | +3,392 | $7,556 |
| DVY | 74,112 | +3,392 | $7,556 |
| ISHARES TR (IWV) |
27,481 | +412 | $4,775 |
| IWV | 27,481 | +412 | $4,775 |
| INVESCO QQQ TR |
21,826 | +479 | $4,121 |
| QQQ | 21,826 | +479 | $4,121 |
| ISHARES TR (EFA) |
54,591 | -985 | $3,560 |
| EFA | 54,591 | -985 | $3,560 |
| SPDR S&P MIDCAP 400 ETF TR (MDY) |
7,768 | +51 | $2,738 |
| MDY | 7,768 | +51 | $2,738 |
| HOME DEPOT INC |
11,158 | -715 | $2,589 |
| HD | 11,158 | -715 | $2,589 |
| ISHARES TR (SUB) |
23,090 | +6,447 | $2,457 |
| SUB | 23,090 | +6,447 | $2,457 |
| ISHARES TR (IWD) |
17,627 | +3 | $2,261 |
| IWD | 17,627 | +3 | $2,261 |
| ISHARES TR (ACWI) |
27,920 | UNCH | $2,059 |
| ACWI | 27,920 | UNCH | $2,059 |
| MICROSOFT CORP |
14,273 | -101 | $1,984 |
| MSFT | 14,273 | -101 | $1,984 |
| ISHARES TR (IVW) |
10,812 | -215 | $1,947 |
| IVW | 10,812 | -215 | $1,947 |
| LPL FINL HLDGS INC |
22,372 | UNCH | $1,832 |
| LPLA | 22,372 | UNCH | $1,832 |
| AMAZON COM INC |
1,042 | +35 | $1,809 |
| AMZN | 1,042 | +35 | $1,809 |
| ISHARES TR (IWR) |
29,238 | +16 | $1,636 |
| IWR | 29,238 | +16 | $1,636 |
| DISNEY WALT CO |
11,549 | +198 | $1,505 |
| DIS | 11,549 | +198 | $1,505 |
 BERKSHIRE HATHAWAY INC DEL |
$1,490 | ||
| BRK.B | 7,162 | -150 | $1,490 |
| PROCTER AND GAMBLE CO |
10,865 | +59 | $1,351 |
| PG | 10,865 | +59 | $1,351 |
| VANGUARD GROUP (VIG) |
10,691 | UNCH | $1,278 |
| VIG | 10,691 | UNCH | $1,278 |
| ISHARES TR (IJR) |
16,161 | -40,786 | $1,258 |
| IJR | 16,161 | -40,786 | $1,258 |
| ISHARES TR (SMMD) |
28,089 | UNCH | $1,251 |
| SMMD | 28,089 | UNCH | $1,251 |
| JOHNSON & JOHNSON |
7,724 | -188 | $999 |
| JNJ | 7,724 | -188 | $999 |
| JPMORGAN CHASE & CO |
8,385 | +477 | $987 |
| JPM | 8,385 | +477 | $987 |
| ALPHABET INC |
780 | +60 | $952 |
| GOOGL | 780 | +60 | $952 |
| ISHARES TR (IWM) |
6,178 | +54 | $935 |
| IWM | 6,178 | +54 | $935 |
| EXXON MOBIL CORP |
12,225 | +977 | $863 |
| XOM | 12,225 | +977 | $863 |
| ALPHABET INC |
699 | +12 | $852 |
| GOOG | 699 | +12 | $852 |
| BANK AMER CORP |
29,113 | +3,130 | $849 |
| BAC | 29,113 | +3,130 | $849 |
| PEPSICO INC |
5,948 | +169 | $815 |
| PEP | 5,948 | +169 | $815 |
| BOEING CO |
2,093 | +83 | $796 |
| BA | 2,093 | +83 | $796 |
| WAL MART STORES INC |
6,710 | +71 | $796 |
| WMT | 6,710 | +71 | $796 |
| MASTERCARD INCORPORATED |
2,478 | UNCH | $673 |
| MA | 2,478 | UNCH | $673 |
| VISA INC |
3,767 | +69 | $648 |
| V | 3,767 | +69 | $648 |
| SPDR SERIES TRUST (SPYD) |
16,372 | +16,372 | $622 |
| SPYD | 16,372 | +16,372 | $622 |
| FACEBOOK INC |
3,380 | +91 | $602 |
| FB | 3,380 | +91 | $602 |
| STARBUCKS CORP |
6,372 | -82 | $563 |
| SBUX | 6,372 | -82 | $563 |
| CHEVRON CORP NEW |
4,696 | -226 | $557 |
| CVX | 4,696 | -226 | $557 |
| INTEL CORP |
10,423 | +106 | $537 |
| INTC | 10,423 | +106 | $537 |
| AT&T INC |
13,804 | +1,404 | $522 |
| T | 13,804 | +1,404 | $522 |
| BROOKLINE BANCORP INC DEL |
34,085 | UNCH | $502 |
| BRKL | 34,085 | UNCH | $502 |
| VANGUARD INDEX FDS (VTI) |
3,244 | +1,168 | $490 |
| VTI | 3,244 | +1,168 | $490 |
| MERCK & CO INC |
5,647 | +721 | $475 |
| MRK | 5,647 | +721 | $475 |
See Full List: All Stocks Held By Winthrop Advisory Group LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Winthrop Advisory Group LLC
|
Size ($ in 1000's)
At 09/30/2019: $252,710 At 06/30/2019: $238,947 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 |
