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Home > Institutional Investor > Winthrop Advisory Group Llc > Profile

Instuitional Investor - Winthrop Advisory Group Llc

Fund Profile
Filing Period:
Fund Name: Winthrop Advisory Group Llc
Portfolio Value $833,336,423
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 815,056 $104,832,484 12.57%
2.
Ishares Trust
 IEF 165,969 $97,702,481 11.72%
3.
Ishares Trust
 IEF 250,392 $80,666,424 9.67%
4.
Invesco Qqq Tr
 122,779 $62,768,404 7.53%
5.
Vanguard Index Fds
 171,741 $49,772,149 5.97%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)