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Winthrop Advisory Group LLC

All holdings · as of Dec 31, 2025

188 positions

CompanyClassValueShares% of portfolio
Broadcom Inc.$2.38M6,8720.2%
JOHNSON & JOHNSON$2.18M10,5210.2%
DIMENSIONAL ETF TRUST$2.08M28,0470.2%
ISHARES TR$1.99M22,2000.2%
ELI LILLY & Co$1.87M1,7450.2%
BANK OF AMERICA CORP /DE$1.79M32,4350.2%
SPDR GOLD TR$1.77M4,4680.2%
Mastercard Inc$1.72M3,0390.1%
ISHARES TR$1.71M12,3060.1%
VANGUARD INDEX FDS$1.62M5,5720.1%
Walt Disney Co$1.58M13,7590.1%
PROCTER & GAMBLE Co$1.39M9,7140.1%
KLA CORP$1.26M1,1260.1%
ISHARES TR$1.26M13,0860.1%
ISHARES TR$1.24M8,7940.1%
INTERNATIONAL BUSINESS MACHINES CORP$1.23M4,1400.1%
CATERPILLAR INC$1.19M2,0780.1%
COSTCO WHOLESALE CORP /NEW$1.16M1,3420.1%
AbbVie Inc.$1.07M4,7210.1%
ISHARES TR$1.01M7,1550.1%
ORACLE CORP$1.01M5,1620.1%
Cigna Group$936.8K3,4140.1%
ISHARES TR$927.0K9,2810.1%
Merck & Co., Inc.$900.9K8,4770.1%
PEPSICO INC$895.1K6,1650.1%
EXXON MOBIL CORP$869.8K7,2010.1%
SELECT SECTOR SPDR TR$861.7K5,9850.1%
The Boeing Company$861.0K3,9990.1%
SHOPIFY INC$858.2K5,3290.1%
LOCKHEED MARTIN CORP$832.5K1,7230.1%
STARBUCKS CORP$822.1K9,7610.1%
CHEVRON CORP$777.0K5,0890.1%
Trane Technologies plc$765.6K2,0210.1%
MCDONALD'S CORP$746.8K2,4500.1%
CISCO SYSTEMS, INC.$716.4K9,2790.1%
VANGUARD SCOTTSDALE FDS$716.2K7,7590.1%
SOUTHWEST AIRLINES CO$705.7K17,0000.1%
VANGUARD INDEX FDS$705.1K2,2400.1%
Markel Group Inc$705.1K3390.1%
RTX Corp$681.1K3,7080.1%
VANGUARD WHITEHALL FDS$670.8K4,6740.1%
ISHARES TR$666.5K6,2220.1%
T ROWE PRICE ETF INC$662.1K14,7230.1%
ISHARES TR$632.2K2,5680.1%
Netflix Inc$626.9K6,6860.1%
APPLIED MATERIALS INC /DE$613.4K2,3860.1%
EMERSON ELECTRIC CO$596.1K4,4910.1%
Salesforce Inc$568.7K2,1570.0%
GENERAL ELECTRIC CO$540.3K1,7530.0%
VANECK ETF TRUST$539.8K1,4990.0%
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