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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
26
0
2
2
2
0
21
4
0
WINTHROP ADVISORY GROUP LLC

Time Period2019-03-31

Total Holdings93

Total Value ($x1000)227,286
Activities
New11

Increased47

Unchanged13

Decreased22

Sold Out4

Top 10 Stock Holdingstotal 70.7%
ICSH13.54

TOTL13.45

IVV11.45

IWB8.52

IJH6.15

 
SPY4.43

AAPL4.22

IWF3.67

DVY3.26

IJR2.01

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
ICSH
13.54%
LIQUID INC ETF
TOTL
13.45%
SPDR TR TACTIC
IVV
11.45%
CORE S&P500 ETF
IWB
8.52%
RUS 1000 ETF
IJH
6.15%
CORE S&P MCP ETF
SPY
4.43%
TR UNIT
AAPL
4.22%
COM
IWF
3.67%
RUS 1000 GRW ETF
DVY
3.26%
SELECT DIVID ETF
IJR
2.01%
CORE S&P SCP ETF
IWV
1.97%
RUSSELL 3000 ETF
QQQ
1.69%
UNIT SER 1
EFA
1.61%
MSCI EAFE ETF
MDY
1.24%
UTSER1 S&PDCRP
HD
1.06%
COM
AMZN
1%
COM
IWD
0.96%
RUS 1000 VAL ETF
ACWI
0.91%
MSCI ACWI ETF
IVW
0.84%
S&P 500 GRWT ETF
SUB
0.72%
SHT NTLAMTFR ETF
IWR
0.7%
RUS MID-CAP ETF
LPLA
0.7%
COM
BRK.B
0.69%
CL B NEW
MSFT
0.67%
COM
PG
0.57%
COM
SMMD
0.55%
RUSEL 2500 ETF
DIS
0.54%
COM DISNEY
VIG
0.52%
DIV APP ETF
GOOG
0.49%
CAP STK CL C
JNJ
0.46%
COM
XOM
0.43%
COM
FB
0.42%
CL A
IWM
0.42%
RUSSELL 2000 ETF
V
0.42%
COM CL A
GOOGL
0.37%
CAP STK CL A
BA
0.36%
COM
JPM
0.34%
COM
PEP
0.34%
COM
ADBE
0.32%
COM
SBUX
0.29%
COM
BAC
0.29%
COM
WMT
0.28%
COM
CVX
0.27%
COM
ITOT
0.27%
CORE S&P TTL STK
INTC
0.25%
COM
PFE
0.23%
COM
BRKL
0.22%
COM
MA
0.21%
CL A
TJX
0.21%
COM
VBR
0.21%
SM CP VAL ETF
CRM
0.19%
COM
CI
0.18%
COM
LLY
0.18%
COM
CSCO
0.17%
COM
F
0.17%
COM PAR $0.01
EW
0.17%
COM
UTX
0.17%
COM
VBK
0.16%
SML CP GRW ETF
MCD
0.15%
COM
MO
0.15%
COM
VTV
0.15%
VALUE ETF
RHT
0.15%
COM
MRK
0.15%
COM
MKL
0.14%
COM
VTI
0.13%
TOTAL STK MKT
SYY
0.13%
COM
C
0.13%
COM NEW
BABA
0.13%
SPONSORED ADS
IYR
0.13%
U.S. REAL ES ETF
PGJ
0.12%
GLOBAL DRGN CN
EMR
0.12%
COM
KLD
0.12%
USA ESG SLCT ETF
ULTA
0.12%
COM
LEG
0.12%
COM
IR
0.12%
SHS
GLD
0.11%
GOLD SHS
VOE
0.11%
MCAP VL IDXVIP
SHW
0.11%
COM
PSX
0.11%
COM
T
0.11%
COM
CMCSA
0.11%
CL A
VOT
0.1%
MCAP GR IDXVIP
CL
0.1%
COM
CELG
0.1%
COM
AMAT
0.1%
COM
AMT
0.09%
COM
VZ
0.09%
COM
ACN
0.09%
SHS CLASS A
AOR
0.09%
GRWT ALLOCAT ETF
SCHW
0.09%
COM
IAU
0.06%
ISHARES
SIRI
0.04%
COM
ONVO
0.01%
COM
PZD
0.14%
CLEANTECH ETF
VOO
0.14%
SHS
IEMG
0.14%
CORE MSCI EMKT
PM
0.05%
COM