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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 $831,856,212
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 815,720 $99,525,940 11.96%
2.
Ishares Trust
 IEF 163,813 $92,046,446 11.07%
3.
Ishares Trust
 IEF 230,155 $70,597,873 8.49%
4.
Invesco Qqq Tr
 126,712 $59,507,675 7.15%
5.
Ishares Tr - ULTRA SHORT-TERM
 1,134,105 $57,499,128 6.91%
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)