Winthrop Capital Management, LLC Purchases in Q1 2025

Winthrop Capital Management, LLC

  • $364 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SOFI
So Fi Technologies, Inc.

Financial Services
1.84K
New
$11.18 - $18.03 $20.6K - $33.2K
1.84K $21K
VTC
Vanguard Scottsdale Fds Total

ETFs
216
+ 11.9%
$74.74 - $77.39 $16.1K - $16.7K
2.03K $156K
CTAS
Cintas Corp

Industrials
4
+ 0.65%
$182.09 - $208.14 $728 - $833
616 $127K
BMY
Bristol Myers Squibb CO

Healthcare
152
New
$53.9 - $63.11 $8.19K - $9.59K
152 $9K
NU
Nu Holdings Ltd.

Financial Services
421
New
$10.12 - $13.95 $4.26K - $5.87K
421 $4K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
12
+ 2.35%
$67.08 - $76.14 $805 - $914
523 $39K
EOG
Eog Resources Inc

Energy
12
New
$120.54 - $138.05 $1.45K - $1.66K
12 $2K
ITCI
Intra Cellular Therapies, Inc.

Healthcare
13
New
$81.78 - $131.92 $1.06K - $1.71K
13 $2K
DUOL
Duolingo, Inc.

Technology
5
New
$272.49 - $441.39 $1.36K - $2.21K
5 $2K
DVN
Devon Energy Corp

Energy
46
New
$33.15 - $38.55 $1.52K - $1.77K
46 $2K
LUMN
Lumen Technologies, Inc.

Communication Services
443
New
$3.92 - $5.92 $1.74K - $2.62K
443 $2K
CMCSA
Comcast Corp

Communication Services
268
+ 1.54%
$33.19 - $38.23 $8.89K - $10.2K
17.7K $654K
FOUR
Shift4 Payments, Inc.

Technology
14
New
$81.71 - $125.66 $1.14K - $1.76K
14 $1K
AVGO
Broadcom Inc.

Technology
4
New
$167.43 - $244.7 $670 - $979
4 $1K
ZS
Zscaler, Inc.

Technology
3
+ 60.0%
$181.66 - $216.87 $545 - $651
8 $2K
FAST
Fastenal CO

Industrials
2
+ 10.53%
$71.11 - $79.98 $142 - $160
21 $2K
NIO
Nio Inc.

Consumer Cyclical
174
New
$3.75 - $5.22 $653 - $908
174 $1K
FCX
Freeport Mcmoran Inc

Basic Materials
24
+ 120.0%
$34.5 - $43.01 $828 - $1.03K
44 $2K
WDC
Western Digital Corp

Technology
16
New
$40.43 - $72.03 $647 - $1.15K
16 $1K
FIX
Comfort Systems Usa Inc

Industrials
2
New
$313.26 - $550.27 $627 - $1.1K
2 $1K
MSCI
Msci Inc.

Financial Services
1
New
$541.46 - $628.34 $541 - $628
1 $1K
Astera Labs Inc
9
New
N/A
9 $1K
CRDO
Credo Technology Group Holding LTD

Technology
13
New
$39.45 - $85.5 $513 - $1.11K
13 $1K
SEIC
Sei Investments CO

Financial Services
12
New
$72.08 - $86.58 $865 - $1.04K
12 $1K
EME
Emcor Group, Inc.

Industrials
2
New
$361.16 - $535.99 $722 - $1.07K
2 $1K
GTLB
Gitlab Inc.

Technology
17
New
$47.0 - $73.14 $799 - $1.24K
17 $1K
EQT
Eqt Corp

Energy
21
New
$46.16 - $54.25 $969 - $1.14K
21 $1K
TTEK
Tetra Tech Inc

Industrials
44
New
$28.26 - $42.58 $1.24K - $1.87K
44 $1K
PPC
Pilgrims Pride Corp

Consumer Defensive
24
New
$44.52 - $55.93 $1.07K - $1.34K
24 $1K
RKLB
Rocket Lab Usa, Inc.

Industrials
55
New
$17.12 - $31.57 $942 - $1.74K
55 $1K
PR
Permian Resources Corporation

Energy
20
+ 22.22%
$12.33 - $16.0 $247 - $320
110 $2K
OC
Owens Corning

Industrials
6
New
$137.83 - $191.19 $827 - $1.15K
6 $1K
AOS
Smith A O Corp

Industrials
15
New
$65.16 - $72.69 $977 - $1.09K
15 $1K
MP
Mp Materials Corp.

Basic Materials
40
New
$16.39 - $26.93 $656 - $1.08K
40 $1K
DPZ
Dominos Pizza Inc

Consumer Cyclical
2
New
$402.33 - $489.71 $805 - $979
2 $1K
AFRM
Affirm Holdings, Inc.

Technology
20
New
$43.7 - $80.98 $874 - $1.62K
20 $1K
CVNA
Carvana Co.

Consumer Cyclical
7
New
$166.52 - $285.33 $1.17K - $2K
7 $1K
ROL
Rollins Inc

Consumer Cyclical
12
+ 57.14%
$45.65 - $54.03 $548 - $648
33 $2K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
1
+ 0.43%
$106.44 - $113.12 $106 - $113
236 $26K
MO
Altria Group, Inc.

Consumer Defensive
6
+ 24.0%
$50.81 - $60.02 $305 - $360
31 $2K
SCCO
Southern Copper Corp

Basic Materials
11
+ 122.22%
$85.92 - $101.48 $945 - $1.12K
20 $2K
MNST
Monster Beverage Corp

Consumer Defensive
3
+ 3.75%
$46.16 - $58.58 $138 - $176
83 $5K
SPIB
Spdr Portfolio Intermediate Te

ETFs
1
+ 0.09%
$32.5 - $33.3 $32.5 - $33.3
1.08K $36K
MEDP
Medpace Holdings, Inc.

Healthcare
1
+ 33.33%
$304.69 - $360.97 $305 - $361
4 $1K
ZTS
Zoetis Inc.

Healthcare
1
+ 20.0%
$156.48 - $175.67 $156 - $176
6 $1K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
90
New
$0.6 - $1.22 $54 - $110
90 $0
LCID
Lucid Group, Inc.

Consumer Cyclical
150
New
$2.03 - $3.48 $304 - $522
150 $0
EVGO
E Vgo Inc.

Consumer Cyclical
100
New
$2.37 - $4.46 $237 - $446
100 $0
VST
Vistra Corp.

Utilities
2
New
$108.49 - $191.89 $217 - $384
2 $0
Activity Summary
Buys All Purchases 126 New Holdings 38 Increased Positions 88 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Winthrop Capital Management, LLC Portfolio

Follow Winthrop Capital Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Winthrop Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Winthrop Capital Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email