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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
28
0
2
1
2
0
18
0
0
WINTHROP ADVISORY GROUP LLC

Time Period2019-06-30

Total Holdings87

Total Value ($x1000)238,947
Activities
New4

Increased36

Unchanged12

Decreased35

Sold Out10

Top 10 Stock Holdingstotal 71.25%
ICSH13.4

TOTL13.09

IVV11.94

IWB8.01

IJH5.8

 
ITOT4.7

SPY4.28

AAPL3.76

IWF3.32

DVY2.95

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
ICSH
13.4%
LIQUID INC ETF
TOTL
13.09%
SPDR TR TACTIC
IVV
11.94%
CORE S&P500 ETF
IWB
8.01%
RUS 1000 ETF
IJH
5.8%
CORE S&P MCP ETF
ITOT
4.7%
CORE S&P TTL STK
SPY
4.28%
TR UNIT
AAPL
3.76%
COM
IWF
3.32%
RUS 1000 GRW ETF
DVY
2.95%
SELECT DIVID ETF
IWV
1.95%
RUSSELL 3000 ETF
IJR
1.87%
CORE S&P SCP ETF
QQQ
1.67%
UNIT SER 1
EFA
1.53%
MSCI EAFE ETF
MDY
1.15%
UTSER1 S&PDCRP
HD
1.03%
COM
IWD
0.94%
RUS 1000 VAL ETF
ACWI
0.86%
MSCI ACWI ETF
IVW
0.83%
S&P 500 GRWT ETF
MSFT
0.81%
COM
AMZN
0.8%
COM
LPLA
0.76%
COM
SUB
0.74%
SHT NTLAMTFR ETF
IWR
0.68%
RUS MID-CAP ETF
DIS
0.66%
COM DISNEY
BRK.B
0.65%
CL B NEW
SMMD
0.53%
RUSEL 2500 ETF
VIG
0.52%
DIV APP ETF
PG
0.5%
COM
JNJ
0.46%
COM
IWM
0.4%
RUSSELL 2000 ETF
JPM
0.37%
COM
XOM
0.36%
COM
GOOGL
0.33%
CAP STK CL A
PEP
0.32%
COM
BAC
0.32%
COM
GOOG
0.31%
CAP STK CL C
WMT
0.31%
COM
BA
0.31%
COM
MA
0.27%
CL A
V
0.27%
COM CL A
FB
0.27%
CL A
CVX
0.26%
COM
SBUX
0.23%
COM
PFE
0.22%
COM
BRKL
0.22%
COM
INTC
0.21%
COM
F
0.19%
COM PAR $0.01
UTX
0.18%
COM
CI
0.18%
COM
T
0.17%
COM
MRK
0.17%
COM
CSCO
0.17%
COM
VBR
0.16%
SM CP VAL ETF
MCD
0.16%
COM
ADBE
0.15%
COM
KLD
0.15%
USA ESG SLCT ETF
C
0.15%
COM NEW
MKL
0.15%
COM
VBK
0.15%
SML CP GRW ETF
VTV
0.14%
VALUE ETF
CMCSA
0.13%
CL A
SYY
0.13%
COM
VTI
0.13%
TOTAL STK MKT
GLD
0.13%
GOLD SHS
IR
0.13%
SHS
IYR
0.12%
U.S. REAL ES ETF
LLY
0.12%
COM
MO
0.11%
COM
BABA
0.11%
SPONSORED ADS
EMR
0.11%
COM
VZ
0.11%
COM
VOE
0.11%
MCAP VL IDXVIP
PGJ
0.11%
GLOBAL DRGN CN
VOT
0.1%
MCAP GR IDXVIP
AMT
0.1%
COM
LEG
0.1%
COM
PSX
0.1%
COM
ORCL
0.1%
COM
CL
0.1%
COM
UNH
0.09%
COM
ACN
0.09%
SHS CLASS A
CABO
0.09%
COM
IAU
0.06%
ISHARES
GE
0.05%
COM
SIRI
0.03%
COM
ONVO
< 0.01%
COM
TJX
0.21%
COM
CRM
0.19%
COM
EW
0.17%
COM
RHT
0.15%
COM
ULTA
0.12%
COM
SHW
0.11%
COM
CELG
0.1%
COM
AMAT
0.1%
COM
AOR
0.09%
GRWT ALLOCAT ETF
SCHW
0.09%
COM