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Portfolio (Quarterly) Guide ↗

Winthrop Advisory Group LLC

· CIK 0001739043
13F Portfolio $1.2B AUM 275 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 9 New 91 Added 60 Reduced 12 Exited
Page 6 of 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IJR ISHARES TR 4,477.0 $538K 0.05% -204.0 -4.4% $120.17 +13.4%
102 J P MORGAN EXCHANGE TRADED F 8,492.0 $537K 0.04% -232.0 -2.7% $63.18
103 BLUE OWL CAPITAL CORPORATION 40,649.0 $520K 0.04% -12K -22.7% $12.80
104 T AT&T INC Communication Services 20,410.0 $507K 0.04% +148.0 +0.7% $24.84 +0.4%
105 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 3,375.0 $492K 0.04% +32.0 +1.0% $145.67 -9.8%
106 AXP AMERICAN EXPRESS CO Financial Services 1,326.0 $491K 0.04% -169.0 -11.3% $370.62 -16.4%
107 NOW SERVICENOW INC Technology 3,160.0 $484K 0.04% +3K +408.0% $153.19 -34.9%
108 MS MORGAN STANLEY Financial Services 2,677.0 $477K 0.04% +164.0 +6.5% $178.00 +12.6%
109 BINC BLACKROCK ETF TRUST II 8,847.0 $467K 0.04% $52.77 -1.1%
110 INTU INTUIT Technology 699.0 $461K 0.04% -44.0 -5.9% $659.34 -53.4%
111 AMD ADVANCED MICRO DEVICES INC Technology 2,093.0 $447K 0.04% +221.0 +11.8% $213.45 +110.6%
112 UPS UNITED PARCEL SERVICE INC Industrials 4,426.0 $439K 0.04% +65.0 +1.5% $99.22 -0.4%
113 XLF SELECT SECTOR SPDR TR 8,013.0 $439K 0.04% -991.0 -11.0% $54.77 -5.6%
114 UNH UNITEDHEALTH GROUP INC Healthcare 1,322.0 $437K 0.04% -131.0 -9.0% $330.84 +15.9%
115 C CITIGROUP INC Financial Services 3,743.0 $437K 0.04% $116.70 +7.3%
116 DIA SPDR DOW JONES INDL AVERAGE Financial Services 888.0 $427K 0.04% +6.0 +0.7% $481.40 +4.5%
117 GS GOLDMAN SACHS GROUP INC Financial Services 489.0 $419K 0.04% +27.0 +5.8% $857.41 +15.3%
118 ACN ACCENTURE PLC IRELAND Technology 1,464.0 $394K 0.03% -53.0 -3.5% $268.86 -33.8%
119 IAU ISHARES GOLD TR Financial Services 4,817.0 $391K 0.03% NEW $81.17 +5.2%
120 LYV LIVE NATION ENTERTAINMENT IN Communication Services 2,730.0 $389K 0.03% $142.66 +16.3%
Page 6 of 10  ·  188 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 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%