Fund HoldingsWinthrop Advisory Group LLC

Total Portfolio Value
$623.60M
Total Bought
$380.55M
Total Sold
$240.61M
Net Transaction
+$139.94M
Filing Period:
Securities
SharesValue ($K)
Q1 2023
Q2 2023
Change
Q1 2023
Q2 2023
Weight (%)
Change
VANGUARD MUN BD FDS127,0431,343,453+1,216,4106467,46810.82%+67,404
ISHARES TR261,533260,160-1,3735963,41210.17%+63,353
ISHARES TR129,446137,261+7,8155361,1799.81%+61,126
ISHARES TR521,247575,774+54,5274756,3349.03%+56,287
ISHARES TR
ULTRA SHORT DUR
717,310746,468+29,1583637,5476.02%+37,511
VANGUARD INDEX FDS168,951168,661-2903437,1535.96%+37,118
INVESCO QQQ TR83,59090,873+7,2832733,6165.39%+33,589
APPLE INC(AAPL)164,924164,621-3032731,9325.12%+31,905
SPDR SER TR
ST STR PR SP1500
464,319468,290+3,9712325,4944.09%+25,470
SCHWAB STRATEGIC TR357,546365,971+8,4251718,9213.03%+18,904
ISHARES TR53,66552,306-1,3591314,3942.31%+14,380
SPDR S&P 500 ETF TR(SPY)30,59530,419-1761313,5342.17%+13,522
ISHARES TR45,20542,310-2,8951111,0631.77%+11,052
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
364,366360,961-3,40599,8001.57%+9,791
SCHWAB STRATEGIC TR132,530132,070-460109,5911.54%+9,581
MICROSOFT CORP(MSFT)21,70122,612+91167,7001.23%+7,694
VANGUARD INDEX FDS43,22148,248+5,02767,2051.16%+7,199
SELECT SECTOR SPDR TR
ST STR ENERG ETF
63,34264,940+1,59855,2710.85%+5,266
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
128,00094,792-33,20864,7530.76%+4,746
ISHARES TR18,67118,541-13044,7190.76%+4,714
LPL FINL HLDGS INC(LPLA)20,92620,925-144,5500.73%+4,546
AMAZON COM INC(AMZN)33,17134,339+1,16834,4760.72%+4,473
VANGUARD INTL EQUITY INDEX F104,581106,692+2,11144,3400.70%+4,336
GOLDMAN SACHS ETF TR124,796124,751-4543,9110.63%+3,907
SCHWAB STRATEGIC TR72,20570,341-1,86433,6840.59%+3,680
ISHARES TR52,50552,093-41233,6720.59%+3,668
THE HOME DEPOT INC(HD)10,22210,230+833,1780.51%+3,175
BERKSHIRE HATHAWAY INC DEL7,4198,111+69222,7660.44%+2,764
VANGUARD SPECIALIZED FUNDS15,79716,030+23322,6160.42%+2,614
SPDR S&P MIDCAP 400 ETF TR(MDY)5,0204,994-2622,3990.38%+2,397
ALPHABET INC(GOOG)18,72919,865+1,13622,3780.38%+2,376
ISHARES TR15,21213,857-1,35522,1870.35%+2,185
ARK ETF TR
INNOVATION ETF
50,22946,423-3,80622,0490.33%+2,047
ALPHABET INC(GOOG)15,46716,272+80521,9680.32%+1,967
SPDR SER TR
ST STR P500GRW
34,20332,259-1,94421,9680.32%+1,966
TESLA INC(TSLA)6,3726,319-5311,6540.27%+1,653
PROCTER & GAMBLE CO(PG)10,61610,714+9821,6260.26%+1,624
JPMORGAN CHASE & CO(JPM)10,57311,159+58611,6230.26%+1,622
VISA INC(V)5,8406,485+64511,5400.25%+1,539
ISHARES TR15,96516,280+31511,5240.24%+1,523
JOHNSON & JOHNSON(JNJ)8,9248,909-1511,4750.24%+1,473
ISHARES INC
CORE MSCI EMKT
18,39429,153+10,75911,4370.23%+1,436
VANGUARD INDEX FDS3,2753,391+11611,3870.22%+1,386
WALMART INC(WMT)8,2868,520+23411,3390.21%+1,338
ISHARES TR
FUTU EXPO TE ETF
25,11423,798-1,31611,3230.21%+1,322
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
27,27327,322+4911,3160.21%+1,315
META PLATFORMS INC(META)4,3874,367-2011,2530.20%+1,252
THE WALT DISNEY COMP(DIS)013,894+13,89401,2400.20%+1,240
PEPSICO INC(PEP)6,2366,447+21111,1940.19%+1,193
MERCK & CO INC(MRK)9,9289,994+6611,1610.19%+1,159
NVIDIA CORPORATION(NVDA)2,3852,604+21911,1020.18%+1,101
ACI WORLDWIDE, INC.050,017+50,01701,0910.18%+1,091
ISHARES TR9,5159,202-31311,0430.17%+1,042
MASTERCARD INC(MA)2,2302,390+16019400.15%+939
VANGUARD INDEX FDS6,2516,381+13019070.15%+906
STARBUCKS CORP(SBUX)8,1498,652+50318570.14%+856
LILLY ELI & CO(LLY)1,7711,821+5018540.14%+854
MCDONALDS CORP(MCD)2,6652,816+15118400.13%+840
BANK AMER CORP28,89128,604-28718210.13%+820
VANGUARD WHITEHALL FDS6,2586,757+49917170.11%+716
ISHARES TR10,3469,691-65517080.11%+707
INTERNATIONAL BUSINESS MACHS(IBM)5,0685,120+5216850.11%+684
FS CREDIT OPPORTUNITIES CORP(FSCO)0142,193+142,19306750.11%+675
SOUTHWEST AIRLS CO(LUV)18,14318,142-116600.11%+660
PFIZER INC(PFE)17,77017,665-10516480.10%+647
VANGUARD INDEX FDS2,3722,191-18116200.10%+620
CHEVRON CORP NEW(CVX)3,4183,645+22715740.09%+573
VANGUARD INDEX FDS3,9016,639+2,73805610.09%+561
ACCENTURE PLC IRELAND
SHS CLASS A
1,7611,817+5615610.09%+560
UNITEDHEALTH GROUP INC(UNH)9381,119+18105380.09%+538
ADOBE INC(ADBE)9791,076+9705260.08%+526
KLA CORP(KLAC)1,0811,078-305230.08%+523
ORACLE CORP(ORCL)4,1264,259+13305070.08%+507
SELECT SECTOR SPDR TR
ST STR TECHN ETF
3,0612,883-17805010.08%+501
SEAGEN INC2,5682,598+3015000.08%+499
CATERPILLAR INC(CAT)1,9001,997+9704910.08%+491
CISCO SYS INC(CSCO)8,9559,109+15404710.08%+471
ABBVIE INC(ABBV)3,4123,438+2614630.07%+463
UNITED PARCEL SERVICE INC(UPS)2,6362,583-5314630.07%+463
ISHARES TR2,4822,441-4104570.07%+457
MARKEL GROUP INC(MKL)327327004520.07%+452
BOEING CO(BA)2,0322,091+5904420.07%+441
TRANE TECHNOLOGIES PLC(TT)2,2582,298+4004400.07%+439
SALESFORCE COM INC(CRM)1,8962,079+18304390.07%+439
J P MORGAN EXCHANGE TRADED F
SMALL & MID CAP
8,3898,389004210.07%+420
THE CIGNA GROUP(CI)1,4841,488+404180.07%+417
ISHARES TR6,4094,164-2,24514150.07%+414
SPDR GOLD TR(GLD)2,3142,313-104120.07%+412
EMERSON ELEC CO(EMR)4,3884,371-1703950.06%+395
EXXON MOBIL CORP(XOM)3,3173,652+33503920.06%+391
HONEYWELL INTL INC(HON)01,853+1,85303850.06%+385
INTUIT(INTU)852831-2103810.06%+380
VERIZON COMMUNICATIONS INC(VZ)9,4919,790+29903640.06%+364
RAYTHEON TECHNOLOGIES CORP(RTX)3,3773,509+13203440.06%+343
EDWARDS LIFESCIENCES CORP03,587+3,58703380.05%+338
ISHARES TR3,2993,448+14903310.05%+331
SPDR DOW JONES INDL AVERAGE(DIA)977946-3103260.05%+326
SERVICENOW INC(NOW)0559+55903140.05%+314
PALANTIR TECHNOLOGIES INC(PLTR)019,371+19,37102970.05%+297
SYSCO CORP(SYY)3,9843,998+1402970.05%+296
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