Winthrop Advisory Group LLC - Portfolio overview

Winthrop Advisory Group LLC has 217 reported holdings in this dataset, with the latest filing dated 2026-04-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. ITOT - ISHARES TR, 11.89%
2. IVV - ISHARES TR, 10.59%
3. IWB - ISHARES TR, 7.67%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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