• 13F History

Winthrop Advisory Group LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 8, 2025
Value $
$832M
Signature - Title
Richard C. St. Onge - Chief Compliance Officer
Location
Boston, MA
Summary
This page shows a list of all the recent 13F filings made by Winthrop Advisory Group LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Winthrop Advisory Group LLC reported 156 stock holdings with total value $832M as of Q1 2025. Top holdings included ITOT, IVV, IWB, QQQ, and ICSH.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 156 $832M +$76.5M -$36.8M +$39.7M ITOT, IVV, IWB, QQQ, ICSH 13F-HR 4/8/2025, 12:31 PM
Q4 2024 156 $813M +$96.7M -$62.3M +$34.4M ITOT, IVV, IWB, QQQ, VTI 13F-HR 1/13/2025, 09:48 AM
Q3 2024 153 $805M +$122M -$89M +$33.1M ITOT, IVV, IWB, QQQ, STOT 13F-HR 10/31/2024, 01:45 PM
Q2 2024 144 $729M +$24M -$5.53M +$18.5M ITOT, IVV, IWB, QQQ, ICSH Restatement 7/18/2024, 02:00 PM
Q1 2024 139 $691M +$115M -$115M -$316K ITOT, IVV, IWB, QQQ, VTI 13F-HR 4/17/2024, 01:30 PM
Q4 2023 135 $632M +$104M -$128M -$23.9M IVV, ITOT, IJR, QQQ, VTI 13F-HR 1/10/2024, 04:58 PM
Q3 2023 135 $609M +$13.9M -$7.55M +$6.39M VTEB, IVV, IWB, ITOT, ICSH 13F-HR 11/3/2023, 11:46 AM
Q2 2023 133 $623M +$82.8M -$4.97M +$77.8M VTEB, IWB, IVV, ITOT, ICSH 13F-HR 8/2/2023, 04:24 PM
Q1 2023 128 $502M +$11.4M -$7.01M +$4.38M IWB, IVV, ITOT, ICSH, VTI Restatement 8/1/2023, 01:13 PM
Q4 2022 121 $527M +$42.2M -$4.26M +$37.9M VTEB, IWB, IVV, ITOT, ICSH Restatement 8/3/2023, 11:33 AM
Q3 2022 113 $466M +$74.7M -$8.79M +$65.9M VTEB, IWB, IVV, ITOT, ICSH 13F-HR 11/4/2022, 10:56 AM
Q2 2022 121 $426M +$35.7M -$6.18M +$29.5M IWB, IVV, ITOT, ICSH, VTI 13F-HR 7/21/2022, 12:04 PM
Q1 2022 136 $479M +$21.3M -$6.07M +$15.2M IWB, IVV, ITOT, VTI, ICSH 13F-HR 4/13/2022, 02:09 PM
Q4 2021 140 $498M +$17.4M -$14.2M +$3.26M IWB, IVV, ITOT, VTI, ICSH 13F-HR 1/12/2022, 03:21 PM
Q3 2021 138 $448M +$14M -$13.2M +$804K IWB, IVV, ITOT, ICSH, VTI 13F-HR 10/14/2021, 01:13 PM
Q2 2021 132 $444M +$25.1M -$13M +$12.1M IWB, IVV, ITOT, ICSH, VTI 13F-HR 7/14/2021, 03:36 PM
Q1 2021 133 $406M +$20.7M -$14.1M +$6.61M IWB, IVV, ICSH, ITOT, VTI 13F-HR 4/23/2021, 10:50 AM
Q4 2020 131 $382M +$33.5M -$4.46M +$29M IWB, IVV, ICSH, VTI, ITOT 13F-HR 1/25/2021, 10:28 AM
Q3 2020 115 $326M +$44.1M -$9.37M +$34.7M IWB, IVV, ICSH, VTI, AAPL 13F-HR 10/19/2020, 07:23 PM
Q2 2020 93 $283M +$11.8M -$20.7M -$8.87M IWB, IVV, ICSH, VTI, AAPL 13F-HR 7/17/2020, 04:02 PM
Q1 2020 87 $250M +$56.7M -$34.7M +$22.1M IWB, ICSH, TOTL, IVV, VTI 13F-HR 4/17/2020, 01:13 PM
Q4 2019 101 $278M +$16.8M -$6.9M +$9.91M IVV, ICSH, TOTL, IWB, ITOT 13F-HR 1/6/2020, 09:39 AM
Q3 2019 96 $253M +$15.3M -$4.07M +$11.2M ICSH, TOTL, IVV, IWB, IJH 13F-HR 10/10/2019, 03:06 PM
Q2 2019 87 $239M +$16M -$6.67M +$9.34M ICSH, TOTL, IVV, IWB, IJH 13F-HR 7/17/2019, 10:20 AM
Q1 2019 93 $227M +$20.2M -$9.47M +$10.8M ICSH, TOTL, IVV, IWB, IJH 13F-HR 4/23/2019, 05:06 PM
Q4 2018 86 $197M +$50.6M -$7.75M +$42.8M TOTL, ICSH, IVV, IWB, IJH 13F-HR 1/15/2019, 10:31 AM
Q3 2018 87 $177M +$23.4M -$4.43M +$19M TOTL, IVV, IJH, AAPL, SPY 13F-HR 10/29/2018, 10:09 AM
Q2 2018 80 $153M +$11.6M -$3.62M +$7.99M TOTL, IJH, IVV, AAPL, EFA 13F-HR 8/7/2018, 12:07 PM
Q1 2018 79 $142M +$8.33M -$1.93M +$6.4M TOTL, EFA, IJH, IVV, AAPL 13F-HR 5/11/2018, 03:20 PM
Q4 2017 79 $141M TOTL, EFA, IJH, AAPL, SPY 13F-HR 5/1/2018, 12:22 PM