Winthrop Advisory Group LLC Purchases and Sells in Q1 2025

Winthrop Advisory Group LLC

$828 Million
Q1 2025

Top Buys

Incresed Positions

44 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ACWX	163K + 21.49%	$51.39 - $57.43 $8.37M - $9.35M	920K $51.4M
VTEB	163K + 816.98%	$49.25 - $50.66 $8.04M - $8.27M	183K $9.08M
DGRW	49.4K + 36.06%	$78.0 - $84.37 $3.86M - $4.17M	187K $14.8M
BRK-B	45 + 0.51%	$442.66 - $534.52 $19.9K - $24.1K	8.81K $4.62M
QQQM	3.36K + 64.45%	$192.82 - $222.1 $648K - $746K	8.57K $1.65M
JNJ	384 + 4.26%	$142.06 - $167.7 $54.6K - $64.4K	9.41K $1.56M

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ICSH	1.13M New	$50.44 - $50.7 $57.2M - $57.5M	1.13M $57.5M
MS	2.79K New	$111.68 - $141.08 $311K - $393K	2.79K $325K
IGSB	5.96K New	$51.52 - $52.37 $307K - $312K	5.96K $311K
CWB	2.98K New	$75.99 - $81.58 $227K - $243K	2.98K $229K
EPD	6.64K New	$31.75 - $34.14 $211K - $227K	6.64K $226K
CVS	3.24K New	$44.22 - $68.64 $143K - $222K	3.24K $219K

Top Sells

Reduced Positions

80 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMZN	-412K - 91.56%	$190.26 - $242.06 $78.4M - $99.7M	38K $7.22M
IWB	-20.2K - 8.08%	$302.31 - $337.54 $6.12M - $6.83M	230K $70.2M
IVV	-2.16K - 1.3%	$554.06 - $615.85 $1.19M - $1.33M	164K $91.4M
AAPL	-3.97K - 2.56%	$209.68 - $247.1 $831K - $980K	151K $33.5M
IWF	-8.14K - 16.23%	$360.07 - $417.26 $2.93M - $3.4M	42K $15.1M
SPTM	-30.5K - 6.71%	$67.03 - $74.61 $2.05M - $2.28M	425K $28.7M

Activity Summary All Purchases 56 New Holdings 12 Increased Positions 44 All Sells 80 Reductions 80 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.