Winthrop Advisory Group LLC Purchases and Sells in Q4 2024

Winthrop Advisory Group LLC

$912 Million
Q4 2024

Top Buys

Incresed Positions

78 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMZN	411K + 1069.88%	$180.88 - $232.93 $74.4M - $95.8M	450K $98.7M
ACWX	409K + 117.21%	$52.1 - $57.26 $21.3M - $23.4M	758K $39.5M
SCHB	1.08M + 269.99%	$22.01 - $66.82 $23.7M - $72M	1.48M $33.5M
ITOT	30.9K + 3.94%	$124.26 - $134.12 $3.83M - $4.14M	815K $105M
QQQ	3.94K + 3.31%	$481.22 - $538.17 $1.9M - $2.12M	123K $62.8M
MSFT	7.13K + 24.01%	$406.35 - $454.46 $2.9M - $3.24M	36.8K $15.5M

New Holdings

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DGRW	137K New	$80.93 - $85.66 $11.1M - $11.7M	137K $11.1M
IVW	44.6K New	$94.43 - $105.47 $4.21M - $4.71M	44.6K $4.53M
QQQM	5.21K New	$198.04 - $221.51 $1.03M - $1.15M	5.21K $1.1M
ACI	51.5K New	$18.01 - $19.92 $928K - $1.03M	51.5K $1.01M
ORCC	57.5K New	N/A	57.5K $770K
VXUS	10.6K New	$58.88 - $64.8 $622K - $685K	10.6K $622K

Top Sells

Reduced Positions

46 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	-44.7K - 21.2%	$570.51 - $610.59 $25.5M - $27.3M	166K $97.7M
VTEB	-143K - 87.72%	$49.79 - $51.14 $7.11M - $7.3M	20K $1M
XLE	-67.1K - 92.0%	$83.32 - $97.27 $5.59M - $6.53M	5.84K $499K
IBM	-1.54K - 25.03%	$204.9 - $238.04 $316K - $367K	4.61K $1.01M
LQD	-2.2K - 23.05%	$106.56 - $113.11 $235K - $249K	7.36K $786K
JNJ	-198 - 2.15%	$143.34 - $165.86 $28.4K - $32.8K	9.02K $1.3M

Activity Summary All Purchases 97 New Holdings 19 Increased Positions 78 All Sells 46 Reductions 46 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

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

News

Stay updated on Winthrop Advisory Group LLC with notifications on news.