Fund Holdings — Winthrop Advisory Group LLC

Total Portfolio Value
$735.58M
Total Bought
$41.65M
Total Sold
$16.61M
Net Transaction
+$25.04M
Filing Period:
Securities
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SharesValue ($K)
Q1 2024
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Q2 2024
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Change
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Q1 2024
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Q2 2024
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Weight (%)
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Change
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ISHARES TR715,729759,451+43,72282,52490,20812.26%+7,684
INVESCO QQQ TR106,758112,588+5,83047,46353,9427.33%+6,479
SELECT SECTOR SPDR TR
ST STR TECHN ETF
2,02072,565+70,5454216,6140.90%+6,194
ISHARES TR155,691160,712+5,02181,85287,94711.96%+6,095
APPLE INC(AAPL)156,179153,870-2,30926,78232,4084.41%+5,626
ISHARES TR
ULTRA SHORT DUR
857,411916,847+59,43643,35146,3286.30%+2,978
ISHARES TR254,787253,234-1,55373,38675,34710.24%+1,961
ISHARES TR49,04950,320+1,27116,53218,3422.49%+1,810
MICROSOFT CORP(MSFT)23,03825,101+2,0639,69311,2191.53%+1,526
SCHWAB STRATEGIC TR391,508396,805+5,29723,90224,9473.39%+1,046
VANGUARD INDEX FDS172,818171,679-1,13944,91545,9266.24%+1,010
NVIDIA CORPORATION(NVDA)2,98828,267+25,2792,7003,4920.47%+792
ALPHABET INC(GOOG)19,45519,958+5032,9363,6350.49%+699
ALPHABET INC(GOOG)15,83415,792-422,4112,8970.39%+486
UNITED PARCEL SERVICE INC(UPS)2,3445,186+2,8423487100.10%+361
ISHARES INC
CORE MSCI EMKT
44,74149,789+5,0482,3092,6650.36%+357
LPL FINL HLDGS INC(LPLA)20,78320,78305,4915,8050.79%+314
AMAZON COM INC(AMZN)35,53934,752-7876,4116,7160.91%+305
ISHARES TR02,410+2,41002720.04%+272
ISHARES TR47,93646,613-1,3234,0484,3140.59%+266
ISHARES TR2,9415,607+2,6662885440.07%+256
VANGUARD INTL EQUITY INDEX F124,013123,832-1815,1805,4190.74%+239
GE AEROSPACE(GE)01,497+1,49702380.03%+238
CITIGROUP INC(C)03,645+3,64502310.03%+231
ANALOG DEVICES INC(ADI)0971+97102220.03%+222
VERISK ANALYTICS INC(VRSK)0809+80902180.03%+218
ISHARES TR0855+85502110.03%+211
ISHARES TR
MSCI INDIA ETF
03,765+3,76502100.03%+210
ARISTA NETWORKS INC0588+58802060.03%+206
BLACKROCK ETF TRUST II03,937+3,93702060.03%+206
ISHARES TR18,84118,942+1015,6545,8470.79%+193
TESLA INC(TSLA)6,7957,006+2111,1941,3860.19%+192
COSTCO WHOLESALE CORP(COST)749864+1155497350.10%+186
BROADCOM INC(AVGO)257323+663405180.07%+178
LILLY ELI & CO(LLY)1,7661,708-581,3741,5470.21%+173
KLA CORP(KLAC)1,0431,046+37288620.12%+134
ORACLE CORP(ORCL)4,3934,769+3765526730.09%+122
APPLIED MATLS INC1,7842,018+2343684760.06%+108
META PLATFORMS INC(META)5,8815,872-92,8562,9610.40%+105
VANECK ETF TRUST
SEMICONDUCTR ETF
8931,171+2782013050.04%+104
NETFLIX INC(NFLX)526626+1003194220.06%+103
VANGUARD INDEX FDS7,2657,965+7001,1831,2780.17%+95
SCHWAB STRATEGIC TR65,87965,031-8484,0884,1780.57%+90
VANGUARD INDEX FDS63,87666,859+2,98311,19611,2851.53%+89
ISHARES TR4,1234,981+8584445310.07%+87
VANGUARD INDEX FDS2,4952,514+198599400.13%+81
ISHARES TR14,24714,561+3141,5551,6360.22%+81
VANGUARD MUN BD FDS156,605159,675+3,0707,9248,0011.09%+77
WALMART INC(WMT)26,90024,970-1,9301,6241,6910.23%+66
COCA COLA CO(KO)3,9264,768+8422423030.04%+61
UNITEDHEALTH GROUP INC(UNH)1,2491,324+756186740.09%+56
VANGUARD SPECIALIZED FUNDS16,14316,440+2972,9483,0010.41%+53
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
27,40027,422+221,5611,6140.22%+53
TRANE TECHNOLOGIES PLC(TT)2,1892,149-406577070.10%+50
BANK AMER CORP27,68027,582-981,0501,0970.15%+47
EDWARDS LIFESCIENCES CORP3,2013,801+6003063510.05%+45
CHEVRON CORP NEW(CVX)3,9854,301+3166296730.09%+44
RAYTHEON TECHNOLOGIES CORP(RTX)3,8044,110+3063714130.06%+42
ADOBE INC(ADBE)1,015996-195125530.08%+41
VERIZON COMMUNICATIONS INC(VZ)6,2467,250+1,0042622990.04%+37
MERCK & CO INC(MRK)7,7328,582+8501,0261,0630.14%+36
INTERNATIONAL BUSINESS MACHS(IBM)5,4546,215+7611,0421,0750.15%+33
AT&T INC(T)19,72919,831+1023473790.05%+32
JPMORGAN CHASE & CO(JPM)14,39714,386-112,8842,9100.40%+26
VANGUARD INDEX FDS2,3452,34505625850.08%+23
ISHARES TR2,6512,836+1852782960.04%+19
MARKEL GROUP INC(MKL)32732704985150.07%+18
REGENERON PHARMACEUTICALS(REGN)295287-82843020.04%+18
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
76,54676,852+3063,8623,8790.53%+17
COLGATE PALMOLIVE CO(CL)2,2742,260-142052190.03%+15
HONEYWELL INTL INC(HON)1,8891,882-73884020.05%+14
SERVICENOW INC(NOW)57757704404540.06%+14
PALANTIR TECHNOLOGIES INC(PLTR)19,37118,126-1,2454464590.06%+13
PROCTER & GAMBLE CO(PG)10,0579,943-1141,6321,6400.22%+8
ISHARES TR3,7463,739-74124200.06%+8
ISHARES TR7,8278,010+1834184260.06%+8
PFIZER INC(PFE)15,47115,437-344294320.06%+3
INTUIT(INTU)698694-44544560.06%+3
SPDR DOW JONES INDL AVERAGE(DIA)89789703583580.05%0
SPDR GOLD TR(GLD)2,4662,46605075070.07%0
SPDR Portfolio S&P 500 Growth ETF
ST STR PR SP1500
32,70932,70902,3932,3930.33%0
SPDR Portfolio Total Stock Market ETF
ST STR P500GRW
461,676461,676029,61729,6174.03%0
SPDR S&P 500 ETF TR(SPY)30,58230,582016,04716,0472.18%0
SPDR S&P MIDCAP 400 ETF TR(MDY)4,3204,32002,4092,4090.33%0
SPDR SER TR
ST STR CONV ETF
2,9842,98402182180.03%0
WASTE MGMT INC DEL(WM)1,2751,268-72722700.04%-1
NETCAPITAL INC91,19991,199011100.00%-1
AMARIN CORP PLC10,25510,2550970.00%-2
EXXON MOBIL CORP4,1654,186+214844820.07%-2
SANGAMO THERAPEUTICS INC(SGMOQ)10,00010,0000740.00%-3
SELECT SECTOR SPDR TR
ST STR FINL ETF
5,1595,197+382172140.03%-4
CINTAS CORP(CTAS)418404-142872830.04%-5
VIVID SEATS INC(SEAT)25,00025,00001501440.02%-6
HARTFORD FINL SVCS GROUP INC(HIG)2,1262,130+42202140.03%-6
ISHARES TR9,2959,29503002930.04%-6
ISHARES TR1,5951,599+42982910.04%-7
KARYOPHARM THERAPEUTICS INC(KPTI)15,00015,000023130.00%-10
SOUTHWEST AIRLS CO(LUV)18,06118,06105275170.07%-10
FORD MTR CO DEL(F)16,61216,738+1262212100.03%-11
EMERSON ELEC CO(EMR)4,3834,401+184974850.07%-12
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Winthrop Advisory Group LLC — 13F Holdings — Q2 2024 | TickerTrail