Winthrop Advisory Group LLC Purchases and Sells in Q3 2025

Winthrop Advisory Group LLC

$1.14 Billion
Q3 2025

Top Buys

Incresed Positions

85 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ITOT	35.6K + 4.12%	$135.0 - $146.02 $4.81M - $5.2M	900K $131M
IVV	3.5K + 1.98%	$620.67 - $670.08 $2.17M - $2.34M	180K $121M
ACWX	79K + 8.15%	$60.01 - $65.01 $4.74M - $5.13M	1.05M $68.1M
QQQ	2.69K + 2.01%	$546.99 - $602.2 $1.47M - $1.62M	136K $81.8M
AAPL	1.23K + 0.79%	$202.38 - $256.87 $249K - $316K	157K $40M
SCHB	23.2K + 1.02%	$23.82 - $25.84 $553K - $600K	2.31M $59.4M

New Holdings

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VONG	12.7K New	$108.08 - $121.73 $1.37M - $1.55M	12.7K $1.53M
TDVG	18.2K New	$42.05 - $43.96 $767K - $802K	18.2K $801K
JQUA	8.72K New	$59.61 - $63.09 $520K - $550K	8.72K $548K
GD	1.01K New	$293.92 - $341.0 $297K - $344K	1.01K $344K
CVS	4.12K New	$58.75 - $76.5 $242K - $315K	4.12K $310K
EXPE	1.13K New	$171.01 - $228.24 $193K - $257K	1.13K $241K

Top Sells

Reduced Positions

67 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IJH	-27.3K - 12.25%	$62.09 - $66.51 $1.69M - $1.82M	196K $12.8M
LPLA	-75 - 0.37%	$332.69 - $399.0 $25K - $29.9K	20.3K $6.75M
VYM	-2.45K - 34.47%	$132.9 - $142.03 $326K - $348K	4.66K $656K
DIS	-452 - 3.17%	$112.25 - $124.0 $50.7K - $56K	13.8K $1.58M
IAK	-1.26K - 33.93%	$126.37 - $134.46 $160K - $170K	2.46K $329K
AMD	-1.13K - 37.66%	$134.8 - $184.42 $152K - $209K	1.87K $302K

Activity Summary All Purchases 103 New Holdings 18 Increased Positions 85 All Sells 67 Reductions 67 Sold out 0 Calls 0 Puts 0

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