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  Name: Winthrop Advisory Group LLC
  City: BOSTON
  State: MA
  Zip: 02116
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $691,304,000
  Total Value Change : $51,168,000
  Securities Held Change : 2
   
All Securities Held : 141
  New Positions : 7
  Closed Positions : 6
  Increased Positions : 60
  Unchanged Positions : 17
  Decreased Positions : 57

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 7     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (MUB)1 Year Chart         MUB iShares S&P National Munici... 89 New $105.76 $444,000 4,123 0.06% 444,000 4,123 0    Closed - End Fund - E...
   (BSV)1 Year Chart         BSV Vanguard Short-Term Bond 128 New $76.29 $241,000 3,144 0.03% 241,000 3,144 0.001    Closed - End Fund - E...
   (HIG)1 Year Chart         HIG Hartford Financial Services... 132 New $101.28 $220,000 2,126 0.03% 220,000 2,126 0.001    Property & Casualty I...
   (XLF)1 Year Chart         XLF SPDR Financial Sector 134 New $41.61 $217,000 5,159 0.03% 217,000 5,159 0    Closed - End Fund - E...
   (CL)1 Year Chart         CL Colgate Palmolive Co 135 New $93.30 $205,000 2,274 0.03% 205,000 2,274 0    Personal Products
   (SMH)1 Year Chart         SMH Vaneck Vectors Semiconducto... 136 New $208.63 $201,000 893 0.03% 201,000 893 0.001    N/A
   (KPTI)1 Year Chart         KPTI Karyopharm Therapeutics Inc. 138 New $1.05 $23,000 15,000 0% 23,000 15,000 0.013    N/A

      7 Records Found
  1    
Page 1 of 1
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