$278 Million is the total value of Winthrop Advisory Group LLC's 101 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IAU | Exit | ISHARES GOLD TRUSTishares | $0 | – | -10,775 | -100.0% | -0.06% | – |
| KMI | Exit | KINDER MORGAN INC DEL | $0 | – | -9,712 | -100.0% | -0.08% | – |
| ORCL | Exit | ORACLE CORP | $0 | – | -3,734 | -100.0% | -0.08% | – |
| TJX | Exit | TJX COS INC NEW | $0 | – | -3,924 | -100.0% | -0.09% | – |
| CL | Exit | COLGATE PALMOLIVE CO | $0 | – | -3,226 | -100.0% | -0.09% | – |
| CI | Exit | CIGNA CORPORATION | $0 | – | -1,631 | -100.0% | -0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-01-06
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 24 | Q3 2023 | 13.8% |
| ISHARES TR | 24 | Q3 2023 | 16.9% |
| APPLE INC | 24 | Q3 2023 | 8.7% |
| VANGUARD INDEX FDS | 24 | Q3 2023 | 9.0% |
| ISHARES TR | 24 | Q3 2023 | 11.2% |
| SPDR S&P 500 ETF TR | 24 | Q3 2023 | 6.6% |
| ISHARES TR | 24 | Q3 2023 | 5.8% |
| ISHARES TR | 24 | Q3 2023 | 6.2% |
| ISHARES TR | 24 | Q3 2023 | 2.0% |
| MICROSOFT CORP | 24 | Q3 2023 | 1.3% |
View Winthrop Advisory Group LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-17 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-11-03 |
| 13F-HR/A | 2023-08-03 |
| 13F-HR | 2023-08-02 |
| 13F-HR/A | 2023-08-01 |
| 13F-HR | 2023-04-17 |
| 13F-HR | 2023-01-18 |
| 13F-HR | 2022-11-04 |
| 13F-HR | 2022-07-21 |
View Winthrop Advisory Group LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.