Winthrop-Advisory-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  "AZEK",
  null,
  "ACN",
  null,
  "ABT",
  "ABBV",
  "ADBE",
  "OBDC",
  "BABA",
  "GOOGL",
  "T",
  "CAT",
  "AVGO",
  "LOW",
  "DUK",
  "CION",
  "GILD",
  "HON",
  "HD",
  "MCD",
  "INTU",
  null,
  "HUBS",
  "GSIE",
  "AMAT",
  "EMR",
  "BKNG",
  null,
  "MUB",
  "META",
  null,
  "IVW",
  "IJH",
  null,
  null,
  "MA",
  "MSFT",
  "MS",
  "GE",
  "HIG",
  "IJR",
  "KLAC",
  "IWD",
  "ORCL",
  null,
  "IWF",
  "PEP",
  "IEMG",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  "LPLA",
  "AMGN",
  null,
  "IEFA",
  "SCHX",
  null,
  "NOW",
  "SHOP",
  "RTX",
  "GLD",
  null,
  "SPYG",
  "IBM",
  "SBUX",
  "CI",
  "TJX",
  "TRV",
  "UPS",
  "VXF",
  "VV",
  "MGNI",
  "ACVA",
  "VWO",
  "IWV",
  "VIG",
  "VYM",
  "EW",
  "TT",
  "VRSK",
  "AMD",
  "F",
  "WM",
  "IWR",
  null,
  "AMZN",
  "SCHB",
  "IVE",
  "LUV",
  "ABEV",
  null,
  "DKNG",
  "VUG",
  null,
  "VXUS",
  "VBK",
  "VTEB",
  "VBR",
  "VOO",
  "VTV",
  "V",
  "SEAT",
  "WMT",
  null,
  null,
  null,
  "SCHD",
  "ET",
  "DVY",
  "MKL",
  "CRM",
  "SYY",
  "DIA",
  null,
  "LYV",
  null,
  "LULU",
  "ADP",
  "BAC",
  "BRK-B",
  "BA",
  "BMY",
  "CVX",
  "CTAS",
  "CSCO",
  "C",
  "KO",
  "CMCSA",
  "COST",
  "CVS",
  null,
  "DFAC",
  null,
  "IWB",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "XLK",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-08
Total Holdings: 156
Total Value: 831856212
Accession Number: 0001739043-25-000003
Form Type: 13F-HR
CIK: winthrop-advisory-group
Manager Name: Winthrop-Advisory-Group

Data Enrichment

87% identified

135 identified21 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

156 positions • $831.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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LPL Financial Holdings Inc.

LPLA|50212V100

Shares:20.6K

Value:$6.7M

% of Portfolio:0.8% ($6.7M/$831.9M)

922042858

VWO|922042858

Shares:115.9K

Value:$5.2M

% of Portfolio:0.6% ($5.2M/$831.9M)

464287689

IWV|464287689

Shares:14.9K

Value:$4.7M

% of Portfolio:0.6% ($4.7M/$831.9M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:8.8K

Value:$4.7M

% of Portfolio:0.6% ($4.7M/$831.9M)

46641Q837

Shares:88.4K

Value:$4.5M

% of Portfolio:0.5% ($4.5M/$831.9M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:17.6K

Value:$4.3M

% of Portfolio:0.5% ($4.3M/$831.9M)

808524201

SCHX|808524201

Shares:188.6K

Value:$4.2M

% of Portfolio:0.5% ($4.2M/$831.9M)

381430107

GSIE|381430107

Shares:108.4K

Value:$3.9M

% of Portfolio:0.5% ($3.9M/$831.9M)

Meta Platforms, Inc.

META|30303M102

Shares:6.3K

Value:$3.7M

% of Portfolio:0.4% ($3.7M/$831.9M)

464287309

IVW|464287309

Shares:38.2K

Value:$3.5M

% of Portfolio:0.4% ($3.5M/$831.9M)

HOME DEPOT, INC.

HD|437076102

Shares:9.5K

Value:$3.5M

% of Portfolio:0.4% ($3.5M/$831.9M)

921908844

VIG|921908844

Shares:17.1K

Value:$3.3M

% of Portfolio:0.4% ($3.3M/$831.9M)

464287598

IWD|464287598

Shares:17.6K

Value:$3.3M

% of Portfolio:0.4% ($3.3M/$831.9M)

46434G103

IEMG|46434G103

Shares:61.3K

Value:$3.3M

% of Portfolio:0.4% ($3.3M/$831.9M)

NVIDIA CORP

NVDA|67066G104

Shares:29.9K

Value:$3.2M

% of Portfolio:0.4% ($3.2M/$831.9M)

VISA INC.

V|92826C839

Shares:9.0K

Value:$3.2M

% of Portfolio:0.4% ($3.2M/$831.9M)

Alphabet Inc.

GOOGL|02079K305

Shares:18.4K

Value:$2.8M

% of Portfolio:0.3% ($2.8M/$831.9M)

78464A409

SPYG|78464A409

Shares:33.4K

Value:$2.7M

% of Portfolio:0.3% ($2.7M/$831.9M)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:4.7K

Value:$2.5M

% of Portfolio:0.3% ($2.5M/$831.9M)

Alphabet Inc.

GOOG|02079K107

Shares:14.6K

Value:$2.3M

% of Portfolio:0.3% ($2.3M/$831.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
LPL Financial Holdings Inc.(LPLAcusip50212V100)	20.6K	QoQ -1.78% (-375) YoY -0.98% (-204)	All Managers (Combined)	$6.7M	0.8% ($6.7M/$831.9M)	QoQ -1.59% (-$109.4K) YoY +22.60% (-$1.2M)
(VWOcusip922042858)	115.9K	QoQ -7.63% (-9.6K) YoY -6.53% (-8.1K)	All Managers (Combined)	$5.2M	0.6% ($5.2M/$831.9M)	QoQ -5.07% (-$280.3K) YoY +1.27% (-$66.0K)
(IWVcusip464287689)	14.9K	QoQ -23.34% (-4.5K) YoY -20.98% (-4.0K)	All Managers (Combined)	$4.7M	0.6% ($4.7M/$831.9M)	QoQ -27.15% (-$1.8M) YoY -16.36% (-$925.2K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	8.8K	QoQ +0.51% (+45) YoY -4.17% (-384)	All Managers (Combined)	$4.7M	0.6% ($4.7M/$831.9M)	QoQ +18.09% (+$718.8K) YoY +21.35% (-$825.5K)
(cusip46641Q837)✕	88.4K	QoQ -9.30% (-9.1K) YoY +15.51% (+11.9K)	All Managers (Combined)	$4.5M	0.5% ($4.5M/$831.9M)	QoQ -8.83% (-$433.8K) YoY +15.92% (+$615.1K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	17.6K	QoQ -3.62% (-661) YoY +22.23% (+3.2K)	All Managers (Combined)	$4.3M	0.5% ($4.3M/$831.9M)	QoQ -1.37% (-$60.1K) YoY +49.69% (+$1.4M)
(SCHXcusip808524201)	188.6K	QoQ -1.24% (-2.4K) YoY +186.33% (+122.8K)	All Managers (Combined)	$4.2M	0.5% ($4.2M/$831.9M)	QoQ -5.92% (-$262.5K) YoY +1.87% (+$76.6K)
(GSIEcusip381430107)	108.4K	QoQ -10.72% (-13.0K) YoY -14.11% (-17.8K)	All Managers (Combined)	$3.9M	0.5% ($3.9M/$831.9M)	QoQ -4.53% (-$183.5K) YoY -10.70% (-$463.0K)
Meta Platforms, Inc.(METAcusip30303M102)	6.3K	QoQ -10.57% (-751) YoY +7.95% (+468)	All Managers (Combined)	$3.7M	0.4% ($3.7M/$831.9M)	QoQ -11.97% (-$497.9K) YoY +28.14% (+$803.6K)
(IVWcusip464287309)	38.2K	QoQ -14.37% (-6.4K) YoY -20.30% (-9.7K)	All Managers (Combined)	$3.5M	0.4% ($3.5M/$831.9M)	QoQ -21.71% (-$983.6K) YoY -12.38% (-$501.3K)
HOME DEPOT, INC.(HDcusip437076102)	9.5K	QoQ -7.27% (-745) YoY -8.39% (-871)	All Managers (Combined)	$3.5M	0.4% ($3.5M/$831.9M)	QoQ -12.63% (-$503.4K) YoY -12.48% (-$496.7K)
(VIGcusip921908844)	17.1K	QoQ -17.06% (-3.5K) YoY +6.10% (+985)	All Managers (Combined)	$3.3M	0.4% ($3.3M/$831.9M)	QoQ -17.83% (-$721.5K) YoY +12.71% (+$374.8K)
(IWDcusip464287598)	17.6K	QoQ +0.85% (+149) YoY +18.64% (+2.8K)	All Managers (Combined)	$3.3M	0.4% ($3.3M/$831.9M)	QoQ +2.50% (+$80.9K) YoY +24.64% (+$654.9K)
(IEMGcusip46434G103)	61.3K	QoQ -0.20% (-125) YoY +37.00% (+16.6K)	All Managers (Combined)	$3.3M	0.4% ($3.3M/$831.9M)	QoQ +3.14% (-$100.8K) YoY +43.29% (+$999.6K)
NVIDIA CORP(NVDAcusip67066G104)	29.9K	QoQ -10.33% (-3.4K) YoY +899.83% (+26.9K)	All Managers (Combined)	$3.2M	0.4% ($3.2M/$831.9M)	QoQ -27.62% (-$1.2M) YoY +19.92% (+$538.1K)
VISA INC.(Vcusip92826C839)	9.0K	QoQ -7.15% (-695) YoY +0.91% (+82)	All Managers (Combined)	$3.2M	0.4% ($3.2M/$831.9M)	QoQ +2.96% (-$90.9K) YoY +26.74% (+$666.7K)
Alphabet Inc.(GOOGLcusip02079K305)	18.4K	QoQ -10.23% (-2.1K) YoY -5.48% (-1.1K)	All Managers (Combined)	$2.8M	0.3% ($2.8M/$831.9M)	QoQ -26.67% (-$1.0M) YoY -3.15% (-$92.8K)
(SPYGcusip78464A409)	33.4K	QoQ -1.73% (-589) YoY -92.77% (-428.3K)	All Managers (Combined)	$2.7M	0.3% ($2.7M/$831.9M)	QoQ -10.15% (-$303.0K) YoY -90.94% (-$26.9M)
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	4.7K	QoQ 0.00% (-0) YoY +9.05% (+391)	All Managers (Combined)	$2.5M	0.3% ($2.5M/$831.9M)	QoQ -6.10% (-$163.9K) YoY +4.59% (+$110.8K)
Alphabet Inc.(GOOGcusip02079K107)	14.6K	QoQ -11.06% (-1.8K) YoY -7.99% (-1.3K)	All Managers (Combined)	$2.3M	0.3% ($2.3M/$831.9M)	QoQ -27.03% (-$843.5K) YoY -5.59% (-$134.9K)