Fund HoldingsWinthrop Advisory Group LLC

Total Portfolio Value
$609.12M
Total Bought
$12.85M
Total Sold
$19.43M
Net Transaction
-$6.58M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
ISHARES TR575,774632,595+56,82156,33459,8599.83%+3,525
ISHARES TR137,261144,633+7,37261,17962,39310.24%+1,214
SELECT SECTOR SPDR TR
ST STR ENERG ETF
64,94066,768+1,8285,2716,0350.99%+764
INVESCO QQQ TR90,87395,594+4,72133,61634,2995.63%+683
VANGUARD INDEX FDS48,24853,665+5,4177,2057,7171.27%+512
LPL FINL HLDGS INC(LPLA)20,92520,926+14,5504,9730.82%+423
VANGUARD INTL EQUITY INDEX F106,692117,244+10,5524,3404,5970.75%+257
LOWES COS INC(LOW)01,143+1,14302380.04%+238
VANGUARD INDEX FDS01,196+1,19602340.04%+234
ALPHABET INC(GOOG)19,86519,665-2002,3782,5730.42%+196
ALPHABET INC(GOOG)16,27216,134-1381,9682,1270.35%+159
LILLY ELI & CO(LLY)1,8211,765-568549480.16%+94
NVIDIA CORPORATION(NVDA)2,6042,727+1231,1021,1860.19%+85
META PLATFORMS INC(META)4,3674,422+551,2531,3280.22%+74
ABBVIE INC(ABBV)3,4383,562+1244635310.09%+68
ISHARES INC
CORE MSCI EMKT
29,15331,562+2,4091,4371,5020.25%+65
ACI WORLDWIDE, INC.50,01750,293+2761,0911,1440.19%+53
SEAGEN INC2,5982,59805005510.09%+51
INTERNATIONAL BUSINESS MACHS(IBM)5,1205,178+586857260.12%+41
CHEVRON CORP NEW(CVX)3,6453,627-185746120.10%+38
MARKEL GROUP INC(MKL)32732704524820.08%+29
UNITEDHEALTH GROUP INC(UNH)1,1191,120+15385650.09%+27
EMERSON ELEC CO(EMR)4,3714,365-63954210.07%+26
DRAFTKINGS INC NEW(DKNG)08,303+8,30302440.04%+244
EXXON MOBIL CORP3,6523,531-1213924150.07%+23
CATERPILLAR INC(CAT)1,9971,876-1214915120.08%+21
CISCO SYS INC(CSCO)9,1099,091-184714890.08%+17
ISHARES TR3,4483,759+3113313470.06%+16
VANGUARD SPECIALIZED FUNDS16,03016,858+8282,6162,6320.43%+16
WALMART INC(WMT)8,5208,474-461,3391,3550.22%+16
PALANTIR TECHNOLOGIES INC(PLTR)19,37119,37102973100.05%+13
FS KKR CAP CORP(FSK)010,661+10,66102180.04%+218
THE CIGNA GROUP(CI)1,4881,494+64184270.07%+10
TRANE TECHNOLOGIES PLC(TT)2,2982,213-854404490.07%+10
VERISK ANALYTICS INC(VRSK)0891+89102110.03%+211
MASTERCARD INC(MA)2,3902,39009409460.16%+6
ADOBE INC(ADBE)1,0761,038-385265290.09%+3
VANGUARD INDEX FDS01,339+1,33902130.04%+213
JPMORGAN CHASE & CO(JPM)11,15911,209+501,6231,6260.27%+2
CVS HEALTH CORP(CVS)03,834+3,83402680.04%+268
ZYVERSA THERAPEUTICS INC013,361+13,361020.00%+2
COSTCO WHOLESALE CORP(COST)0484+48402740.04%+274
AMARIN CORP PLC010,255+10,255090.00%+9
ISHARES TR02,651+2,65102730.04%+273
SPDR SER TR
ST STR CONV ETF
02,984+2,98402020.03%+202
SANGAMO THERAPEUTICS INC(SGMOQ)010,000+10,000060.00%+6
ISHARES TR09,295+9,29502800.05%+280
SPDR DOW JONES INDL AVERAGE(DIA)946947+13263180.05%-8
SPDR GOLD TR(GLD)2,3132,354+414124040.07%-9
COMCAST CORP NEW(CCZ)06,316+6,31602800.05%+280
VANGUARD WHITEHALL FDS6,7576,846+897177070.12%-9
ISHARES TR
ULTRA SHORT DUR
746,468745,060-1,40837,54737,5366.16%-11
SERVICENOW INC(NOW)559539-203143010.05%-13
INTUIT(INTU)831720-1113813680.06%-13
VANGUARD INDEX FDS6,3816,469+889078920.15%-15
COCA COLA CO(KO)03,909+3,90902210.04%+221
ACCENTURE PLC IRELAND
SHS CLASS A
1,8171,774-435615450.09%-16
APPLIED MATLS INC01,732+1,73202400.04%+240
ISHARES TR4,1644,190+264153970.07%-18
LIVE NATION ENTERTAINMENT INC(LYV)02,727+2,72702260.04%+226
VERIZON COMMUNICATIONS INC(VZ)9,79010,512+7223643410.06%-23
ISHARES TR2,4412,442+14574340.07%-24
ISHARES TR01,634+1,63402530.04%+253
KLA CORP(KLAC)1,0781,082+45234960.08%-27
SONOCO PRODS CO(SON)04,000+4,00002170.04%+217
BRISTOL MYERS SQUIBB CO(BMY)04,317+4,31702510.04%+251
HUBSPOT INC(HUBS)0491+49102420.04%+242
VISA INC(V)6,4856,564+791,5401,5100.25%-30
THE WALT DISNEY COMP(DIS)13,89414,930+1,0361,2401,2100.20%-30
SPDR SER TR
ST STR P500GRW
32,25932,676+4171,9681,9370.32%-31
ISHARES TR9,6919,69107086740.11%-33
SYSCO CORP(SYY)3,9983,972-262972620.04%-34
HONEYWELL INTL INC(HON)1,8531,884+313853480.06%-37
VIVID SEATS INC025,000+25,00001610.03%+161
SELECT SECTOR SPDR TR
ST STR TECHN ETF
2,8832,818-655014620.08%-39
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
27,32227,349+271,3161,2730.21%-43
ABBOTT LABS02,304+2,30402230.04%+223
ISHARES TR13,85713,994+1372,1872,1380.35%-49
BANK AMER CORP28,60428,187-4178217720.13%-49
AT&T INC(T)011,142+11,14201670.03%+167
SHOPIFY INC(SHOP)04,440+4,44002420.04%+242
SALESFORCE COM INC(CRM)2,0791,896-1834393840.06%-55
NETFLIX INC(NFLX)0538+53802030.03%+203
VANGUARD INDEX FDS3,3913,356-351,3871,3230.22%-64
NETCAPITAL INC091,199+91,1990370.01%+37
TESLA INC(TSLA)6,3196,351+321,6541,5890.26%-65
BOEING CO(BA)2,0911,956-1354423750.06%-67
ISHARES TR9,2028,912-2901,0439720.16%-70
ORACLE CORP(ORCL)4,2593,947-3125074180.07%-89
PFIZER INC(PFE)17,66516,809-8566485580.09%-90
THE HOME DEPOT INC(HD)10,23010,212-183,1783,0860.51%-92
JOHNSON & JOHNSON(JNJ)8,9098,872-371,4751,3820.23%-93
MCDONALDS CORP(MCD)2,8162,830+148407450.12%-95
ISHARES TR16,28015,788-4921,5241,4270.23%-98
UNITED PARCEL SERVICE INC(UPS)2,5832,340-2434633650.06%-98
VANGUARD INDEX FDS6,6396,049-5905614620.08%-99
EDWARDS LIFESCIENCES CORP3,5873,426-1613382370.04%-101
VANGUARD INDEX FDS2,1911,906-2856205190.09%-101
RAYTHEON TECHNOLOGIES CORP(RTX)3,5093,358-1513442420.04%-102
BERKSHIRE HATHAWAY INC DEL8,1117,587-5242,7662,6580.44%-108
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