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Portfolio (Quarterly) Guide ↗

Winthrop Advisory Group LLC

· CIK 0001739043
13F Portfolio $1.5B AUM 331 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 52 New 119 Added 41 Reduced 14 Exited
Page 2 of 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LMT LOCKHEED MARTIN CORP Industrials 1,064.0 $542K 0.04% -659.0 -38.2% $509.53 +10.4%
22 J P MORGAN EXCHANGE TRADED F 7,212.0 $521K 0.04% -1K -15.1% $72.28
23 DIA STATE STR SPDR DOW JONES IND Financial Services 877.0 $458K 0.03% -11.0 -1.2% $522.15 +2.2%
24 C CITIGROUP INC Financial Services 3,184.0 $446K 0.03% -559.0 -14.9% $139.96 -5.8%
25 AGG ISHARES TR 4,215.0 $417K 0.03% -5K -54.6% $98.97 -1.5%
26 ASML ASML HLDG NV Technology 210.0 $417K 0.03% -4.0 -1.9% $1984.82 -12.7%
27 NFLX NETFLIX INC. Communication Services 5,731.0 $409K 0.03% -955.0 -14.3% $71.40 +12.0%
28 T AT&T INC Communication Services 18,530.0 $384K 0.03% -2K -9.2% $20.70 +23.9%
29 AXP AMERICAN EXPRESS CO Financial Services 1,094.0 $370K 0.03% -232.0 -17.5% $338.39 +1.3%
30 PFE PFIZER INC Healthcare 14,384.0 $346K 0.02% -795.0 -5.2% $24.08 +15.9%
31 DUK DUKE ENERGY CORP NEW Utilities 2,613.0 $331K 0.02% -105.0 -3.9% $126.57 -4.5%
32 CRM SALESFORCE INC Technology 2,002.0 $315K 0.02% -155.0 -7.2% $157.19 +34.4%
33 WM WASTE MGMT INC DEL Industrials 1,359.0 $303K 0.02% -119.0 -8.1% $222.84 +2.0%
34 VCSH VANGUARD SCOTTSDALE FDS 3,441.0 $272K 0.02% -278.0 -7.5% $79.03 -0.5%
35 BINC BLACKROCK ETF TRUST II 5,176.0 $271K 0.02% -4K -41.5% $52.34 -0.6%
36 USMV ISHARES TR 2,799.0 $270K 0.02% -344.0 -10.9% $96.47 +5.1%
37 LQD ISHARES TR 2,428.0 $265K 0.02% -364.0 -13.0% $109.08 -2.7%
38 MO ALTRIA GROUP INC Consumer Defensive 3,544.0 $259K 0.02% -253.0 -6.7% $73.02 -6.5%
39 EPD ENTERPRISE PRODS PARTNERS L 6,665.0 $245K 0.02% -2K -22.8% $36.76
40 IAU ISHARES GOLD TR Financial Services 2,681.0 $202K 0.01% -2K -44.3% $75.51 +16.3%
Page 2 of 3  ·  41 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 46.4%
Technology 29.6%
Consumer Cyclical 7.4%
Communication Services 5.4%
Healthcare 4.3%
Industrials 3.3%
Consumer Defensive 2.5%
Energy 0.7%
Utilities 0.4%
Real Estate 0.1%