Portfolio (Quarterly)
Guide ↗
Winthrop Advisory Group LLC
· CIK 0001739043| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | ET | ENERGY TRANSFER L P | Energy | 14,985 | $257K | 0.02% | SOLD |
| 2 | SE | SEA LTD | Consumer Cyclical | 1,290 | $231K | 0.02% | SOLD |
| 3 | LH | LABCORP HOLDINGS INC | Healthcare | 795 | $228K | 0.02% | SOLD |
| 4 | ETN | EATON CORP PLC | Industrials | 606 | $227K | 0.02% | SOLD |
| 5 | ACVA | ACV AUCTIONS INC | Consumer Cyclical | 22,500 | $223K | 0.02% | SOLD |
| 6 | IGV | ISHARES TR | — | 1,912 | $220K | 0.02% | SOLD |
| 7 | ARKW | ARK ETF TR | — | 1,234 | $215K | 0.02% | SOLD |
| 8 | ACM | AECOM | Industrials | 1,648 | $215K | 0.02% | SOLD |
| 9 | DE | DEERE & CO | Industrials | 464 | $213K | 0.02% | SOLD |
| 10 | LIN | LINDE PLC | Basic Materials | 443 | $210K | 0.02% | SOLD |
| 11 | ORLY | OREILLY AUTOMOTIVE INC | Consumer Cyclical | 1,875 | $202K | 0.02% | SOLD |
| 12 | CION | CION INVT CORP | Financial Services | 11,493 | $109K | 0.01% | SOLD |
Sector Allocation
Financial Services
45.6%
Technology
28.9%
Consumer Cyclical
7.9%
Communication Services
7.8%
Healthcare
3.4%
Industrials
2.9%
Consumer Defensive
2.5%
Energy
0.7%
Utilities
0.3%