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Portfolio (Quarterly) Guide ↗

Winthrop Advisory Group LLC

· CIK 0001739043
13F Portfolio $1.1B AUM Filed Oct 24, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 191 New
Page 3 of 10  ·  191 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TSLA TESLA INC Consumer Cyclical 9,534.0 $4.2M 0.37% NEW $444.72 -6.2%
42 HD HOME DEPOT INC Consumer Cyclical 9,316.0 $3.8M 0.33% NEW $405.20 -22.6%
43 VOO VANGUARD INDEX FDS 5,981.0 $3.7M 0.32% NEW $614.13 +11.2%
44 SPYG SPDR SERIES TRUST 35,068.0 $3.7M 0.32% NEW $104.51 +13.2%
45 V VISA INC Financial Services 9,917.0 $3.4M 0.30% NEW $341.37 -3.1%
46 IXUS ISHARES TR 33,994.0 $2.8M 0.25% NEW $82.58 +15.2%
47 DGRO ISHARES TR 40,575.0 $2.8M 0.24% NEW $68.08 +8.9%
48 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 4,486.0 $2.7M 0.23% NEW $597.69 +11.3%
49 WMT WALMART INC Consumer Defensive 22,947.0 $2.4M 0.21% NEW $103.06 +27.0%
50 AVGO BROADCOM INC Technology 6,593.0 $2.2M 0.19% NEW $329.89 +25.7%
51 DFUS DIMENSIONAL ETF TRUST 27,893.0 $2.0M 0.18% NEW $72.44 +11.5%
52 JNJ JOHNSON & JOHNSON Healthcare 9,535.0 $1.8M 0.15% NEW $185.42 +25.0%
53 MA MASTERCARD INCORPORATED Financial Services 3,053.0 $1.7M 0.15% NEW $568.83 -12.2%
54 BAC BANK AMERICA CORP Financial Services 32,365.0 $1.7M 0.15% NEW $51.59 -0.2%
55 SUSA ISHARES TR 12,269.0 $1.7M 0.15% NEW $135.65 +11.0%
56 DIS DISNEY WALT CO Communication Services 13,809.0 $1.6M 0.14% NEW $114.50 -9.5%
57 VONG VANGUARD SCOTTSDALE FDS 12,700.0 $1.5M 0.13% NEW $120.50 +6.5%
58 PG PROCTER AND GAMBLE CO Consumer Defensive 9,802.0 $1.5M 0.13% NEW $153.64 -7.3%
59 ORCL ORACLE CORP Technology 5,067.0 $1.4M 0.12% NEW $281.26 -32.5%
60 VO VANGUARD INDEX FDS 4,828.0 $1.4M 0.12% NEW $294.80 -73.7%
Page 3 of 10  ·  191 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 46.6%
Technology 28.6%
Consumer Cyclical 8.3%
Communication Services 7.0%
Healthcare 3.0%
Industrials 3.0%
Consumer Defensive 2.4%
Energy 0.8%
Utilities 0.3%
Basic Materials 0.1%