Winthrop Capital Management, LLC Purchases in Q3 2025

Winthrop Capital Management, LLC

  • $413 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
1.4K
+ 8.32%
$617.65 - $666.84 $862K - $930K
18.2K $12.1M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
16.1K
+ 36.67%
$100.37 - $100.74 $1.62M - $1.62M
60K $6.05M
GOOGL
Alphabet Inc.

Communication Services
622
+ 2.91%
$174.36 - $254.72 $108K - $158K
22K $5.35M
IVV
Ishares Core S&P 500 ETF

ETFs
1.13K
+ 10.15%
$620.67 - $670.08 $702K - $758K
12.3K $8.21M
VCIT
Vanguard Intermediate Term Cor

ETFs
13.1K
+ 12.23%
$81.75 - $84.54 $1.07M - $1.1M
120K $10.1M
XLC
Select Sector Spdr Tr Communic

ETFs
463
+ 0.51%
$105.99 - $119.41 $49.1K - $55.3K
91.2K $10.8M
XLY
Select Sector Spdr Consumer Di

ETFs
314
+ 0.82%
$216.09 - $242.18 $67.9K - $76K
38.7K $9.28M
UNH
Unitedhealth Group Inc

Healthcare
2.49K
New
$237.77 - $353.61 $593K - $881K
2.49K $860K
VUG
Vanguard Growth ETF

ETFs
551
+ 4.04%
$433.97 - $484.08 $239K - $267K
14.2K $6.8M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.13K
+ 88.29%
$224.68 - $282.71 $478K - $601K
4.54K $1.27M
ORCL
Oracle Corp

Technology
162
+ 1.57%
$218.96 - $328.33 $35.5K - $53.2K
10.5K $2.94M
RSP
Invesco S&P 500 Equal Weight E

ETFs
865
+ 1.34%
$181.56 - $190.33 $157K - $165K
65.5K $12.4M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
8.73K
+ 1.84%
$26.38 - $27.95 $230K - $244K
483K $13.2M
SPSB
Spdr Portfolio Short Term Corp

ETFs
18.1K
+ 2.72%
$30.02 - $30.29 $542K - $547K
682K $20.6M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
4.82K
+ 4.32%
$92.18 - $95.14 $444K - $458K
116K $11.1M
VTV
Vanguard Value ETF

ETFs
1.29K
+ 4.27%
$175.51 - $186.57 $226K - $241K
31.5K $5.87M
VFH
Vanguard Financial ETF

ETFs
699
+ 0.67%
$125.23 - $132.78 $87.5K - $92.8K
106K $13.9M
XLV
Select Sector Spdr Fund Health

ETFs
1.48K
+ 2.35%
$129.01 - $139.72 $191K - $206K
64.4K $8.97M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.81K
+ 0.82%
$21.69 - $23.34 $61K - $65.7K
346K $8.06M
IEMG
Ishares Inc

ETFs
158
+ 0.2%
N/A
78.4K $5.17M
CMI
Cummins Inc

Industrials
198
+ 5.04%
$327.85 - $426.39 $64.9K - $84.4K
4.13K $1.74M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4K
+ 10.93%
$97.75 - $100.75 $391K - $403K
40.6K $4.07M
MSFT
Microsoft Corp

Technology
258
+ 1.92%
$491.09 - $535.64 $127K - $138K
13.7K $7.11M
JPM
Jpmorgan Chase & CO

Financial Services
183
+ 1.4%
$282.78 - $316.06 $51.7K - $57.8K
13.2K $4.17M
XLI
Industrial Sector Spdr

ETFs
589
+ 1.48%
$147.94 - $154.99 $87.1K - $91.3K
40.3K $6.22M
GLD
Spdr Gold Trust

ETFs
511
+ 15.07%
$300.96 - $355.47 $154K - $182K
3.9K $1.39M
JNJ
Johnson & Johnson

Healthcare
309
+ 3.76%
$155.17 - $185.42 $47.9K - $57.3K
8.53K $1.58M
IEF
Ishares Barclays

ETFs
2.87K
+ 12.32%
$93.91 - $97.26 $270K - $280K
26.2K $2.53M
C
Citigroup Inc

Financial Services
251
+ 1.66%
$85.57 - $103.49 $21.5K - $26K
15.4K $1.57M
XLE
Energy Sector Spdr

ETFs
838
+ 2.04%
$84.25 - $91.99 $70.6K - $77.1K
41.9K $3.74M
XLU
Utilities Sector Spdr

ETFs
540
+ 1.64%
$81.14 - $87.32 $43.8K - $47.2K
33.5K $2.92M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.27K
+ 2.23%
$30.13 - $33.37 $38.2K - $42.3K
58.2K $1.94M
ABBV
Abb Vie Inc.

Healthcare
70
+ 1.65%
$184.85 - $231.54 $12.9K - $16.2K
4.32K $1M
PEP
Pepsico Inc

Consumer Defensive
128
+ 0.57%
$133.81 - $152.16 $17.1K - $19.5K
22.7K $3.19M
VBK
Vanguard Small Cap Growth ETF

ETFs
197
+ 3.37%
$276.51 - $305.12 $54.5K - $60.1K
6.05K $1.8M
Gsk PLC
3.87K
New
N/A
3.87K $167K
TMO
Thermo Fisher Scientific Inc.

Healthcare
22
+ 1.22%
$404.94 - $499.99 $8.91K - $11K
1.82K $883K
IVW
Ishares S&P 500 Growth ETF

ETFs
2
+ 0.01%
$108.97 - $121.65 $218 - $243
13.5K $1.63M
HD
Home Depot, Inc.

Consumer Cyclical
80
+ 2.83%
$357.4 - $423.42 $28.6K - $33.9K
2.9K $1.18M
VTI
Vanguard Total Stock Market Et

ETFs
2
+ 0.04%
$303.93 - $329.86 $608 - $660
5.08K $1.67M
CVX
Chevron Corp

Energy
277
+ 4.79%
$145.57 - $161.83 $40.3K - $44.8K
6.06K $941K
JANX
Janux Therapeutics, Inc.

Healthcare
4.33K
New
$21.77 - $27.75 $94.2K - $120K
4.33K $106K
MRK
Merck & Co., Inc.

Healthcare
458
+ 3.46%
$77.6 - $87.37 $35.5K - $40K
13.7K $1.15M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
22
+ 1.51%
$103.83 - $179.9 $2.28K - $3.96K
1.48K $265K
APA
Apa Corp

Energy
299
+ 1.95%
$18.06 - $24.69 $5.4K - $7.38K
15.6K $380K
LOW
Lowes Companies Inc

Consumer Cyclical
60
+ 2.09%
$215.01 - $273.02 $12.9K - $16.4K
2.93K $736K
TROW
Price T Rowe Group Inc

Financial Services
822
New
$98.67 - $111.52 $81.1K - $91.7K
822 $84K
DUK
Duke Energy Corp

Utilities
145
+ 1.45%
$116.31 - $125.93 $16.9K - $18.3K
10.2K $1.26M
EEM
Ishares Msci Emerging Markets

ETFs
455
+ 5.19%
$48.07 - $53.4 $21.9K - $24.3K
9.22K $492K
Activity Summary
Buys All Purchases 117 New Holdings 17 Increased Positions 100 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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