$283 Million is the total value of Winthrop Advisory Group LLC's 93 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LPLA | LPL FINL HLDGS INC | $1,701,000 | +41.0% | 22,162 | 0.0% | 0.60% | +24.7% | |
| GLD | SPDR GOLD TRUST | $376,000 | +12.6% | 2,256 | 0.0% | 0.13% | -0.7% | |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $345,000 | +11.3% | 1,596 | 0.0% | 0.12% | -1.6% | |
| PGJ | INVESCO EXCHANGE TRADED FD Tglobal drgn cn | $331,000 | +30.3% | 6,750 | 0.0% | 0.12% | +14.7% | |
| PFF | ISHARES TRpfd and incm sec | $275,000 | +9.1% | 7,948 | 0.0% | 0.10% | -4.0% | |
| AQB | AQUABOUNTY TECHNOLOGIES INC | $58,000 | +93.3% | 18,700 | 0.0% | 0.02% | +66.7% | |
| ONVO | ORGANOVO HLDGS INC | $8,000 | +33.3% | 15,000 | 0.0% | 0.00% | +50.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-07-17
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.