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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 $1,036,491,023
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 864,811 $116,784,019 11.27%
2.
Ishares Trust
 IEF 176,589 $109,643,815 10.58%
3.
Ishares Trust
 IEF 257,112 $87,307,491 8.42%
4.
Invesco Qqq Tr
 133,500 $73,722,379 7.11%
5.
Ishares Tr - ULTRA SHORT-TERM
 1,198,040 $60,752,611 5.86%
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)