Winthrop Capital Management, LLC New Holdings in Q4 2024

Winthrop Capital Management, LLC

  • $376 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SU
Suncor Energy Inc

Energy
13.3K
New
$34.5 - $41.53 $459K - $552K
13.3K $469K
PLD
Prologis, Inc.

Real Estate
4.3K
New
$101.4 - $126.96 $436K - $546K
4.3K $452K
NKE
Nike, Inc.

Consumer Cyclical
5.81K
New
$73.36 - $89.13 $426K - $518K
5.81K $433K
TEF
Telefonica S A

Communication Services
402K
New
$4.02 - $4.88 $1.62M - $1.96M
402K $402K
VBR
Vanguard Small Cap Value ETF

ETFs
2.01K
New
$197.36 - $217.3 $397K - $438K
2.01K $398K
EEM
Ishares Msci Emerging Markets

ETFs
9.22K
New
$41.82 - $47.36 $385K - $436K
9.22K $387K
SLB
Schlumberger Limited

Energy
9.16K
New
$36.83 - $45.59 $337K - $417K
9.16K $346K
IWR
Ishares Russell Mid Cap ETF

ETFs
3.72K
New
$87.25 - $95.52 $324K - $355K
3.72K $329K
PPG
Ppg Industries Inc

Basic Materials
2.64K
New
$119.09 - $131.37 $314K - $346K
2.64K $314K
DTE
Dte Energy CO

Utilities
2.42K
New
$117.04 - $129.77 $284K - $315K
2.42K $292K
IGLB
Ishares 10+ Year Investment Gr

ETFs
5.69K
New
$49.36 - $53.72 $281K - $306K
5.69K $282K
IJK
Ishares S&P Midcap 400 Growth

ETFs
3.04K
New
$90.66 - $99.46 $275K - $302K
3.04K $276K
GIS
General Mills Inc

Consumer Defensive
4.01K
New
$62.78 - $74.62 $252K - $299K
4.01K $254K
LMT
Lockheed Martin Corp

Industrials
472
New
$479.66 - $614.62 $226K - $290K
472 $228K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.76K
New
$75.1 - $82.99 $207K - $229K
2.76K $209K
IAU
Ishares Gold Trust

ETFs
3.42K
New
$48.37 - $52.65 $166K - $180K
3.42K $168K
IJS
Ishares S&P Smallcap 600 Value

ETFs
1.52K
New
$104.59 - $118.05 $159K - $180K
1.52K $165K
VTC
Vanguard Scottsdale Fds Total

ETFs
1.82K
New
$75.59 - $79.31 $137K - $144K
1.82K $138K
VIG
Vanguard Dividend Appreciation

ETFs
624
New
N/A
624 $122K
UNP
Union Pacific Corp

Industrials
519
New
$223.15 - $249.32 $116K - $129K
519 $118K
CTAS
Cintas Corp

Industrials
612
New
$182.7 - $226.47 $112K - $139K
612 $112K
CAT
Caterpillar Inc

Industrials
304
New
$360.37 - $416.88 $110K - $127K
304 $110K
IWB
Ishares Tr Russell 1000 ETF

ETFs
330
New
$311.11 - $335.64 $103K - $111K
330 $107K
IGV
Ishares Expanded Tech Software

ETFs
1.06K
New
$87.5 - $110.17 $92.8K - $117K
1.06K $107K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
929
New
$100.18 - $109.1 $93.1K - $101K
929 $98K
IWF
Ishares Russell 1000 Gr ETF

ETFs
200
New
$370.24 - $418.94 $74K - $83.8K
200 $81K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
255
New
$278.19 - $315.36 $70.9K - $80.4K
255 $74K
DLTR
Dollar Tree, Inc.

Consumer Defensive
952
New
$61.21 - $76.19 $58.3K - $72.5K
952 $71K
PM
Philip Morris International Inc.

Consumer Defensive
567
New
$118.38 - $133.06 $67.1K - $75.4K
567 $68K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
425
New
$126.68 - $134.74 $53.8K - $57.3K
425 $54K
TLT
Ishares Barclays 20+ Year Trea

ETFs
514
New
$87.1 - $98.49 $44.8K - $50.6K
514 $45K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
488
New
$91.94 - $100.02 $44.9K - $48.8K
488 $45K
DVY
Ishares Tr

ETFs
304
New
$129.55 - $143.41 $39.4K - $43.6K
304 $40K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.54K
New
$22.63 - $47.53 $34.8K - $73K
1.54K $35K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
511
New
$67.29 - $73.38 $34.4K - $37.5K
511 $35K
NVO
Novo Nordisk A S

Healthcare
339
New
$85.0 - $120.04 $28.8K - $40.7K
339 $29K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
496
New
$56.61 - $61.63 $28.1K - $30.6K
496 $28K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
347
New
$77.02 - $78.58 $26.7K - $27.3K
347 $27K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
485
New
$50.14 - $52.56 $24.3K - $25.5K
485 $24K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
2.6K
New
$4.34 - $10.57 $11.3K - $27.5K
2.6K $23K
NEEPRR
Nextera Energy Inc Corporate U
558
New
N/A
558 $23K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
1.94K
New
$11.42 - $12.5 $22.1K - $24.2K
1.94K $22K
INBK
First Internet Bancorp

Financial Services
594
New
$30.5 - $42.44 $18.1K - $25.2K
594 $21K
Ishares Bitcoin ETF
359
New
N/A
359 $19K
Ishares Ethereum Trust
699
New
N/A
699 $18K
IWS
Ishares Russell Midcap Value E

ETFs
139
New
$128.08 - $140.32 $17.8K - $19.5K
139 $18K
Sirius Xm Holdings Inc Com
760
New
N/A
760 $17K
SCHV
Schwab Strategic Tr Us Large C

ETFs
612
New
$25.79 - $80.4 $15.8K - $49.2K
612 $16K
CMF
Ishares California Muni Bond E

ETFs
242
New
$56.66 - $58.1 $13.7K - $14.1K
242 $14K
Activity Summary
Buys All Purchases 243 New Holdings 183 Increased Positions 60 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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