$498 Million is the total value of Winthrop Advisory Group LLC's 140 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VCIT | New | VANGUARD SCOTTSDALE FDSint-term corp | $812,000 | – | 8,750 | +100.0% | 0.16% | – |
| VTEB | New | VANGUARD MUN BD FDStax exempt bd | $806,000 | – | 14,679 | +100.0% | 0.16% | – |
| EFV | New | ISHARES TReafe value etf | $792,000 | – | 15,675 | +100.0% | 0.16% | – |
| VTV | New | VANGUARD INDEX FDSvalue etf | $443,000 | – | 3,011 | +100.0% | 0.09% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $242,000 | – | 4,898 | +100.0% | 0.05% | – |
| VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $245,000 | – | 3,013 | +100.0% | 0.05% | – |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $218,000 | – | 681 | +100.0% | 0.04% | – |
| CAT | New | CATERPILLAR INC | $215,000 | – | 1,040 | +100.0% | 0.04% | – |
| CL | New | COLGATE PALMOLIVE CO | $208,000 | – | 2,435 | +100.0% | 0.04% | – |
| XLF | New | SELECT SECTOR SPDR TRfinancial | $203,000 | – | 5,198 | +100.0% | 0.04% | – |
| DHR | New | DANAHER CORPORATION | $201,000 | – | 611 | +100.0% | 0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-12
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.