Notify me when Winthrop Advisory Group LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 243 | $1,179,935,200 | +$35,253,407 | -$21,303,949 | +$13,949,458 | ITOT, IVV, IWB, QQQ, ACWX | Restatement | 21 Jan 2026, 14:22 |
| Q3 2025 | 191 | $1,143,122,450 | +$38,909,255 | -$9,054,193 | +$29,855,062 | ITOT, IVV, IWB, QQQ, ACWX | 13F-HR | 24 Oct 2025, 12:22 |
| Q2 2025 | 181 | $1,036,491,023 | +$129,005,438 | -$3,020,515 | +$125,984,923 | ITOT, IVV, IWB, QQQ, ICSH | 13F-HR | 23 Jul 2025, 14:21 |
| Q1 2025 | 156 | $831,856,212 | +$76,496,809 | -$36,763,717 | +$39,733,092 | ITOT, IVV, IWB, QQQ, ICSH | 13F-HR | 08 Apr 2025, 12:31 |
| Q4 2024 | 156 | $813,482,792 | +$96,734,301 | -$62,308,967 | +$34,425,334 | ITOT, IVV, IWB, QQQ, VTI | 13F-HR | 13 Jan 2025, 09:48 |
| Q3 2024 | 153 | $804,637,922 | +$122,035,619 | -$88,956,511 | +$33,079,108 | ITOT, IVV, IWB, QQQ, STOT | 13F-HR | 31 Oct 2024, 13:45 |
| Q2 2024 | 144 | $728,970,632 | +$23,990,840 | -$5,532,394 | +$18,458,446 | ITOT, IVV, IWB, QQQ, ICSH | Restatement | 18 Jul 2024, 14:00 |
| Q1 2024 | 141 | $691,022,935 | +$114,824,272 | -$115,140,098 | -$315,826 | ITOT, IVV, IWB, QQQ, VTI | 13F-HR | 17 Apr 2024, 13:30 |
| Q4 2023 | 139 | $631,947,351 | +$104,340,174 | -$128,253,893 | -$23,913,719 | IVV, ITOT, IJR, QQQ, VTI | 13F-HR | 10 Jan 2024, 16:58 |
| Q3 2023 | 127 | $609,122,311 | +$13,946,243 | -$7,554,536 | +$6,391,707 | VTEB, IVV, IWB, ITOT, ICSH | 13F-HR | 03 Nov 2023, 11:46 |
| Q2 2023 | 134 | $623,347,968 | +$21,708,248 | -$8,306,926 | +$13,401,322 | VTEB, IWB, IVV, ITOT, ICSH | 13F-HR | 02 Aug 2023, 16:24 |
| Q1 2023 | 129 | $502,269,054 | +$11,394,516 | -$8,101,798 | +$3,292,718 | IWB, IVV, ITOT, ICSH, VTI | Restatement | 01 Aug 2023, 13:13 |
| Q4 2022 | 122 | $527,114,494 | +$42,158,616 | -$4,890,862 | +$37,267,754 | VTEB, IWB, IVV, ITOT, ICSH | Restatement | 03 Aug 2023, 11:33 |
| Q3 2022 | 115 | $466,481,000 | +$74,659,283 | -$12,502,239 | +$62,157,044 | VTEB, IWB, IVV, ITOT, ICSH | 13F-HR | 04 Nov 2022, 10:56 |
| Q2 2022 | 121 | $426,028,000 | +$35,434,756 | -$14,973,125 | +$20,461,631 | IWB, IVV, ITOT, ICSH, VTI | 13F-HR | 21 Jul 2022, 12:04 |
| Q1 2022 | 138 | $479,247,000 | +$21,319,265 | -$9,325,224 | +$11,994,041 | IWB, IVV, ITOT, VTI, ICSH | 13F-HR | 13 Apr 2022, 14:09 |
| Q4 2021 | 140 | $497,904,000 | +$17,446,470 | -$7,786,584 | +$9,659,886 | IWB, IVV, ITOT, VTI, ICSH | 13F-HR | 12 Jan 2022, 16:21 |
| Q3 2021 | 140 | $448,210,000 | +$14,048,511 | -$13,244,920 | +$803,591 | IWB, IVV, ITOT, ICSH, VTI | 13F-HR | 14 Oct 2021, 13:13 |
| Q2 2021 | 133 | $443,605,000 | +$25,149,669 | -$12,964,831 | +$12,184,838 | IWB, IVV, ITOT, ICSH, VTI | 13F-HR | 14 Jul 2021, 15:36 |
| Q1 2021 | 133 | $405,381,000 | +$20,460,460 | -$14,062,333 | +$6,398,127 | IWB, IVV, ICSH, ITOT, VTI | 13F-HR | 23 Apr 2021, 10:50 |
| Q4 2020 | 132 | $382,333,000 | +$33,793,002 | -$8,513,241 | +$25,279,761 | IWB, IVV, ICSH, VTI, ITOT | 13F-HR | 25 Jan 2021, 11:28 |
| Q3 2020 | 115 | $326,446,000 | +$44,059,109 | -$9,925,518 | +$34,133,591 | IWB, IVV, ICSH, VTI, AAPL | 13F-HR | 19 Oct 2020, 19:23 |
| Q2 2020 | 93 | $283,181,000 | +$11,808,337 | -$21,822,183 | -$10,013,846 | IWB, IVV, ICSH, VTI, AAPL | 13F-HR | 17 Jul 2020, 16:02 |
| Q1 2020 | 88 | $249,807,000 | +$56,734,872 | -$41,166,993 | +$15,567,879 | IWB, ICSH, TOTL, IVV, VTI | 13F-HR | 17 Apr 2020, 13:13 |
| Q4 2019 | 101 | $277,570,000 | +$16,806,864 | -$8,158,322 | +$8,648,542 | IVV, ICSH, TOTL, IWB, ITOT | 13F-HR | 06 Jan 2020, 10:39 |
| Q3 2019 | 96 | $252,710,000 | +$15,287,132 | -$4,292,990 | +$10,994,142 | ICSH, TOTL, IVV, IWB, IJH | 13F-HR | 10 Oct 2019, 15:06 |
| Q2 2019 | 87 | $238,947,000 | +$16,007,671 | -$9,666,232 | +$6,341,439 | ICSH, TOTL, IVV, IWB, IJH | 13F-HR | 17 Jul 2019, 10:20 |
| Q1 2019 | 93 | $227,286,000 | +$20,236,037 | -$10,390,136 | +$9,845,901 | ICSH, TOTL, IVV, IWB, IJH | 13F-HR | 23 Apr 2019, 17:06 |
| Q4 2018 | 86 | $196,703,000 | +$50,398,530 | -$10,054,064 | +$40,344,466 | TOTL, ICSH, IVV, IWB, IJH | 13F-HR | 15 Jan 2019, 11:31 |
| Q3 2018 | 88 | $177,422,000 | +$23,449,631 | -$6,159,626 | +$17,290,005 | TOTL, IVV, IJH, AAPL, SPY | 13F-HR | 29 Oct 2018, 10:09 |
| Q2 2018 | 80 | $152,622,000 | +$11,618,176 | -$5,197,614 | +$6,420,562 | TOTL, IJH, IVV, AAPL, EFA | 13F-HR | 07 Aug 2018, 12:07 |
| Q1 2018 | 79 | $142,171,000 | +$8,334,380 | -$1,933,484 | +$6,400,896 | TOTL, EFA, IJH, IVV, AAPL | 13F-HR | 11 May 2018, 15:20 |
| Q4 2017 | 79 | $140,775,000 | $0 | $0 | $0 | TOTL, EFA, IJH, AAPL, SPY | 13F-HR | 01 May 2018, 12:22 |