$250 Million is the total value of Winthrop Advisory Group LLC's 88 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SPTM | New | SPDR SER TRportfoli s&p1500 | $8,461,000 | – | 269,030 | +100.0% | 3.38% | – |
SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $6,474,000 | – | 143,925 | +100.0% | 2.59% | – |
VNQ | New | VANGUARD INDEX FDSreal estate etf | $301,000 | – | 4,304 | +100.0% | 0.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-04-17
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.