Chief Compliance Officer

0001739043-23-000007.txt : 20230803 0001739043-23-000007.hdr.sgml : 20230803 20230803113359 ACCESSION NUMBER: 0001739043-23-000007 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230803 DATE AS OF CHANGE: 20230803 EFFECTIVENESS DATE: 20230803 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Winthrop Advisory Group LLC CENTRAL INDEX KEY: 0001739043 IRS NUMBER: 820994658 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-18734 FILM NUMBER: 231138737 BUSINESS ADDRESS: STREET 1: 109 STATE STREET STREET 2: 2ND FLOOR CITY: BOSTON STATE: MA ZIP: 02109 BUSINESS PHONE: 6175301010 MAIL ADDRESS: STREET 1: 109 STATE STREET STREET 2: 2ND FLOOR CITY: BOSTON STATE: MA ZIP: 02109 13F-HR/A 1 primary_doc.xml X0202 13F-HR/A LIVE false false false 0001739043 XXXXXXXX 12-31-2022 12-31-2022 true 1 RESTATEMENT Winthrop Advisory Group LLC

109 STATE STREET 2ND FLOOR BOSTON MA 02109

13F HOLDINGS REPORT 028-18734 000288178 801-110461 N Richard C St. Onge Chief Compliance Officer 6175301012 Richard C St. Onge Boston MA 08-03-2023 0 123 527337124 false INFORMATION TABLE 2 WAG_13F_12.31.2022_Amended.xml ABBOTT LABS COM 002824100 258168 2351 SH SOLE 0 0 2351 ABBVIE INC COM 00287Y109 550036 3403 SH SOLE 0 0 3403 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 469943 1761 SH SOLE 0 0 1761 ADOBE INC COM 00724F101 331482 985 SH SOLE 0 0 985 ALPHABET INC CAP STK CL A 02079K305 1655901 18768 SH SOLE 0 0 18768 ALPHABET INC CAP STK CL C 02079K107 1361739 15347 SH SOLE 0 0 15347 AMARIN CORP PLC SPONS ADR NEW 023111206 12409 10255 SH SOLE 0 0 10255 AMAZON COM INC COM 023135106 2816268 33527 SH SOLE 0 0 33527 APPLE INC COM 037833100 21625661 166441 SH SOLE 0 0 166441 ARK ETF TR INNOVATION ETF 00214Q104 1469263 47031 SH SOLE 0 0 47031 AT&T INC COM 00206R102 230939 12544 SH SOLE 0 0 12544 BANK AMER CORP COM 060505104 923400 27880 SH SOLE 0 0 27880 BERKSHIRE HATHAWAY INC DEL CL B NEW 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3299 ISHARES TR MSCI USA ESG SLC 464288802 1334025 16205 SH SOLE 0 0 16205 ISHARES TR MSCI USA MIN VOL 46429B697 274061 3801 SH SOLE 0 0 3801 ISHARES TR PFD AND INCM SEC 464288687 283776 9295 SH SOLE 0 0 9295 ISHARES TR RUS 1000 ETF 464287622 55220257 262304 SH SOLE 0 0 262304 ISHARES TR RUS 1000 GRW ETF 464287614 11785303 55010 SH SOLE 0 0 55010 ISHARES TR RUS 1000 VAL ETF 464287598 2313450 15255 SH SOLE 0 0 15255 ISHARES TR RUSSELL 2000 ETF 464287655 450166 2582 SH SOLE 0 0 2582 ISHARES TR RUS MID CAP ETF 464287499 697097 10335 SH SOLE 0 0 10335 ISHARES TR RUS 2000 GRW ETF 464287648 285312 1330 SH SOLE 0 0 1330 ISHARES TR RUSSELL 3000 ETF 464287689 4109911 18624 SH SOLE 0 0 18624 ISHARES TR S&P 500 GRWT ETF 464287309 3072543 52522 SH SOLE 0 0 52522 ISHARES TR S&P 500 VAL ETF 464287408 297778 2053 SH SOLE 0 0 2053 ISHARES TR SELECT DIVID ETF 464287168 1148354 9522 SH SOLE 0 0 9522 ISHARES TR SHRT NAT MUN ETF 464288158 434949 4171 SH SOLE 0 0 4171 J P MORGAN EXCHANGE TRADED F ULTRA 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