Winthrop Advisory Group LLC Purchases and Sells in Q2 2025

Winthrop Advisory Group LLC

$1.03 Billion
Q2 2025

Top Buys

Incresed Positions

96 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHB	853K + 59.52%	$19.1 - $23.83 $16.3M - $20.3M	2.29M $54.5M
IVV	12.8K + 7.8%	$498.8 - $620.9 $6.37M - $7.93M	177K $110M
ITOT	49.1K + 6.02%	$108.12 - $135.04 $5.31M - $6.63M	865K $117M
IWB	27K + 11.71%	$272.36 - $339.57 $7.34M - $9.15M	257K $87.3M
QQQ	6.79K + 5.36%	$416.06 - $551.64 $2.82M - $3.74M	134K $73.6M
VTI	23.7K + 14.06%	$243.75 - $303.93 $5.78M - $7.2M	192K $58.4M

New Holdings

29 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DGRO	40.2K New	$55.22 - $63.94 $2.22M - $2.57M	40.2K $2.57M
IXUS	31.7K New	$62.37 - $77.63 $1.98M - $2.46M	31.7K $2.45M
HCA	3.8K New	$317.61 - $387.52 $1.21M - $1.47M	3.8K $1.45M
VO	4.82K New	$228.54 - $279.83 $1.1M - $1.35M	4.82K $1.35M
LMT	2.1K New	$430.82 - $486.45 $903K - $1.02M	2.1K $970K
AXP	1.52K New	$231.39 - $318.98 $352K - $485K	1.52K $485K

Top Sells

Reduced Positions

40 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-B	-62 - 0.7%	$483.48 - $539.8 $30K - $33.5K	8.75K $4.25M
XLE	-1.93K - 41.9%	$76.44 - $94.13 $148K - $182K	2.68K $226K
JNJ	-239 - 2.54%	$146.36 - $159.82 $35K - $38.2K	9.17K $1.4M
PG	-253 - 2.51%	$157.66 - $172.39 $39.9K - $43.6K	9.81K $1.56M
ACN	-335 - 17.98%	$279.23 - $323.21 $93.5K - $108K	1.53K $456K
LULU	-230 - 17.61%	$225.56 - $335.19 $51.9K - $77.1K	1.08K $255K

Activity Summary All Purchases 125 New Holdings 29 Increased Positions 96 All Sells 40 Reductions 40 Sold out 0 Calls 0 Puts 0

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