StockDriftsStockDriftsTop 50 Winthrop Advisory Group Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | 11.27% | 968.3K | $137.9M | +5.45%(+50.00K) | $98.22(+61.36%) | 2026-03-31 | |
| IVV | ISHARES TR | 10.04% | 188.1K | $122.8M | +3.55%(+6.44K) | $368.40(+97.34%) | 2026-03-31 | |
| IWB | ISHARES TR | 7.27% | 249.4K | $88.9M | +0.65%(+1.61K) | $258.70(+52.84%) | 2026-03-31 | |
| ACWX | ISHARES TR | 7.11% | 1.27M | $87.0M | +12.95%(+145.75K) | $57.35(+28.96%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 6.1% | 129.4K | $74.7M | -0.22%(-279) | $321.54(+111.99%) | 2026-03-31 | |
| ICSH | ISHARES TR | 5.07% | 1.22M | $62.0M | +4.01%(+47.19K) | $50.34(+0.26%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 4.98% | 190.0K | $61.0M | +1.22%(+2.29K) | $174.03(+105.13%) | 2026-03-31 | |
| SCHB | SCHWAB STRATEGIC TR | 4.91% | 2.40M | $60.1M | +4.39%(+100.80K) | $19.79(+41.16%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.2% | 154.2K | $39.1M | -1.56%(-2.44K) | $59.23(+379.81%) | 2026-03-31 | |
| SPTM | SPDR SERIES TRUST | 3% | 464.3K | $36.7M | +1.94%(+8.82K) | $67.15(+30.84%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.70% | +47.00% |
| Top 20 Holdings Unweighted | +13.13% | +44.77% |
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