Winthrop Capital Management, LLC Reduced Holdings in Q3 2025

Winthrop Capital Management, LLC

  • $413 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-6.86K
- 48.82%
$108.46 - $120.63 $744K - $827K
7.19K $854K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-11.3K
- 46.89%
$62.09 - $66.51 $702K - $752K
12.8K $835K
MDT
Medtronic PLC

Healthcare
-7.48K
- 95.62%
$87.67 - $95.74 $656K - $716K
343 $33K
QCOM
Qualcomm Inc

Technology
-3.05K
- 57.87%
$145.84 - $173.55 $444K - $528K
2.22K $369K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-21.7K
- 18.79%
$25.29 - $28.33 $548K - $614K
93.6K $2.61M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-4.27K
- 4.39%
$107.66 - $112.36 $459K - $480K
93K $10.4M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-11.3K
- 17.12%
$28.15 - $30.13 $318K - $340K
54.6K $1.62M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-8.75K
- 36.9%
$23.82 - $25.84 $208K - $226K
15K $384K
VNLA
Janus Henderson Short Duration

ETFs
-3.41K
- 53.49%
$48.99 - $49.29 $167K - $168K
2.97K $146K
DIS
Walt Disney CO

Communication Services
-520
- 4.54%
$112.25 - $124.0 $58.4K - $64.5K
10.9K $1.25M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-5.37K
- 87.49%
$18.82 - $19.8 $101K - $106K
768 $15K
CMCSA
Comcast Corp

Communication Services
-465
- 2.62%
$31.41 - $36.33 $14.6K - $16.9K
17.3K $542K
WFC
Wells Fargo & Company

Financial Services
-1.25K
- 14.16%
$77.05 - $85.16 $96.4K - $107K
7.58K $636K
PFF
Ishares Trust Ishares Pfd And

ETFs
-5.74K
- 4.55%
$30.67 - $32.13 $176K - $184K
120K $3.81M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
-787
- 9.26%
$108.47 - $114.7 $85.4K - $90.3K
7.71K $884K
VDC
Vanguard Consumer Staples ETF

ETFs
-172
- 21.58%
$212.64 - $225.25 $36.6K - $38.7K
625 $134K
MBB
Ishares Tr

ETFs
-1.32K
- 1.89%
$92.46 - $95.73 $122K - $126K
68.4K $6.51M
VIS
Vanguard Industrial ETF

ETFs
-154
- 16.14%
$281.0 - $296.29 $43.3K - $45.6K
800 $237K
IBB
Ishares Biotechnology ETF

ETFs
-82
- 37.79%
$127.63 - $144.37 $10.5K - $11.8K
135 $19K
USB
Us Bancorp \De\

Financial Services
-1.48K
- 7.08%
$43.94 - $50.41 $65.2K - $74.8K
19.5K $942K
PFE
Pfizer Inc

Healthcare
-1.01K
- 6.72%
$23.29 - $25.88 $23.5K - $26.1K
14K $356K
MMM
3 M CO

Industrials
-35
- 22.58%
$144.41 - $160.2 $5.05K - $5.61K
120 $19K
RCD
Invesco ETF Tr S&P 500 Equal W

ETFs
-459
- 8.06%
N/A
5.24K $302K
TFC
Truist Financial Corp

Financial Services
-74
- 8.1%
$42.83 - $47.07 $3.17K - $3.48K
840 $38K
LCID
Lucid Group, Inc.

Consumer Cyclical
-135
- 90.0%
$1.98 - $24.11 $267 - $3.25K
15 $0
WMT
Walmart Inc.

Consumer Defensive
-32
- 0.24%
$94.4 - $104.27 $3.02K - $3.34K
13.5K $1.4M
ITA
Ishares Tr

ETFs
-3
- 0.03%
$184.73 - $209.26 $554 - $628
11.6K $2.43M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-4.78K
- 2.96%
$28.92 - $32.19 $138K - $154K
157K $5M
NEE
Nextera Energy Inc

Utilities
-126
- 0.2%
$69.77 - $77.54 $8.79K - $9.77K
64.1K $4.84M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-11.6K
- 1.76%
$24.46 - $26.5 $285K - $308K
651K $17.2M
NVDA
Nvidia Corp

Technology
-157
- 0.38%
$153.3 - $186.58 $24.1K - $29.3K
40.9K $7.64M
VGT
Vanguard Information Technolog

ETFs
-163
- 0.35%
$656.44 - $753.15 $107K - $123K
46.3K $34.5M
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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