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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 9 of 12  ·  226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 EW EDWARDS LIFESCIENCES CORP Healthcare 3,525.0 $319K 0.02% +287.0 +8.9% $90.46 -0.7%
162 EFV ISHARES TR 4,160.0 $318K 0.02% NEW $76.54 +7.4%
163 CRM SALESFORCE INC Technology 2,002.0 $315K 0.02% -155.0 -7.2% $157.19 +33.1%
164 ESGV VANGUARD WORLD FD 2,361.0 $312K 0.02% NEW $132.22 +2.7%
165 HIG HARTFORD INSURANCE GROUP INC Financial Services 2,326.0 $310K 0.02% +149.0 +6.8% $133.10 +2.3%
166 TRV TRAVELERS COMPANIES INC Financial Services 937.0 $309K 0.02% +111.0 +13.4% $330.04 +10.2%
167 GILD GILEAD SCIENCES INC Healthcare 2,429.0 $307K 0.02% +504.0 +26.2% $126.34 +15.7%
168 VT VANGUARD INTL EQUITY INDEX F 1,954.0 $307K 0.02% NEW $156.91 +2.5%
169 QUAL ISHARES TR 1,388.0 $305K 0.02% NEW $219.51 +1.7%
170 EFA ISHARES TR 2,921.0 $303K 0.02% +37.0 +1.3% $103.89 +4.2%
171 WM WASTE MGMT INC DEL Industrials 1,359.0 $303K 0.02% -119.0 -8.1% $222.84 +0.5%
172 VYMI VANGUARD WHITEHALL FDS 3,079.0 $302K 0.02% +100.0 +3.4% $98.20 +7.2%
173 VBR VANGUARD INDEX FDS 1,231.0 $299K 0.02% $243.07 +2.5%
174 IUSB ISHARES TR 6,463.0 $298K 0.02% NEW $46.15 -1.6%
175 VRTX VERTEX PHARMACEUTICALS INC Healthcare 594.0 $295K 0.02% NEW $496.54 +10.4%
176 LOW LOWES COS INC Consumer Cyclical 1,335.0 $294K 0.02% +47.0 +3.6% $220.46 -2.0%
177 ACI ALBERTSONS COMPANIES INC Consumer Defensive 21,681.0 $293K 0.02% NEW $13.53 -8.5%
178 WELL WELLTOWER INC Real Estate 1,272.0 $289K 0.02% NEW $227.01 +5.4%
179 FNDB SCHWAB STRATEGIC TR 9,395.0 $286K 0.02% +135.0 +1.5% $30.46 +4.1%
180 BAI BLACKROCK ETF TRUST 5,406.0 $285K 0.02% NEW $52.72 -16.0%
Page 9 of 12  ·  226 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%