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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 $1,180,068,947
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 918,312 $136,543,834 11.57%
2.
Ishares Trust
 IEF 181,625 $124,402,562 10.54%
3.
Ishares Trust
 IEF 247,833 $92,550,920 7.84%
4.
Invesco Qqq Tr
 129,636 $79,636,868 6.75%
5.
Ishares Tr - MSCI ACWI EX US
 1,125,212 $75,535,447 6.4%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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