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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 $640,138,886
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 151,848 $72,527,136 11.32%
2.
Ishares Trust
 IEF 681,337 $71,697,048 11.2%
3.
Ishares Trust
 IEF 665,145 $69,993,206 10.93%
4.
Invesco Qqq Tr
 101,541 $41,582,968 6.49%
5.
Vanguard Index Fds
 174,997 $41,512,725 6.48%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)