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Home > Institutional Investor > Winthrop Advisory Group Llc > 13F Holdings

Instuitional Investor - Winthrop Advisory Group Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 900,447 $131,150,170 11.47%
2.
Ishares Trust
 IEF 180,084 $120,530,297 10.54%
3.
Ishares Trust
 IEF 253,891 $92,792,259 8.12%
4.
Invesco Qqq Tr
 136,190 $81,859,018 7.16%
5.
Ishares Tr - MSCI ACWI EX US
 1,047,501 $68,098,011 5.96%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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