Winthrop Advisory Group LLC Purchases in Q4 2024

Winthrop Advisory Group LLC

  • $912 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
411K
+ 1069.88%
$180.88 - $232.93 $74.4M - $95.8M
450K $98.7M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
409K
+ 117.21%
$52.1 - $57.26 $21.3M - $23.4M
758K $39.5M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
137K
New
$80.93 - $85.66 $11.1M - $11.7M
137K $11.1M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.08M
+ 269.99%
$22.01 - $66.82 $23.7M - $72M
1.48M $33.5M
ITOT
Ishares Core S&P Total U.S. St

ETFs
30.9K
+ 3.94%
$124.26 - $134.12 $3.83M - $4.14M
815K $105M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.94K
+ 3.31%
$481.22 - $538.17 $1.9M - $2.12M
123K $62.8M
IVW
Ishares S&P 500 Growth ETF

ETFs
44.6K
New
$94.43 - $105.47 $4.21M - $4.71M
44.6K $4.53M
MSFT
Microsoft Corp

Technology
7.13K
+ 24.01%
$406.35 - $454.46 $2.9M - $3.24M
36.8K $15.5M
LPLA
Lpl Financial Holdings Inc.

Financial Services
151
+ 0.73%
$229.85 - $335.91 $34.7K - $50.7K
21K $6.84M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
24.5K
+ 33.49%
$50.37 - $50.6 $1.23M - $1.24M
97.5K $4.91M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
5.21K
New
$198.04 - $221.51 $1.03M - $1.15M
5.21K $1.1M
ACI
Albertsons Companies, Inc.

Consumer Defensive
51.5K
New
$18.01 - $19.92 $928K - $1.03M
51.5K $1.01M
NVDA
Nvidia Corp

Technology
3.68K
+ 12.4%
$117.0 - $148.88 $430K - $547K
33.3K $4.47M
AVGO
Broadcom Inc.

Technology
2.35K
+ 57.51%
$159.67 - $250.0 $375K - $588K
6.44K $1.49M
ORCC
Owl Rock Capital Corp

Financial Services
57.5K
New
N/A
57.5K $770K
JPM
Jpmorgan Chase & CO

Financial Services
1.12K
+ 6.56%
$205.18 - $250.29 $231K - $281K
18.3K $4.38M
GOOGL
Alphabet Inc.

Communication Services
868
+ 4.42%
$161.86 - $196.66 $140K - $171K
20.5K $3.88M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
10.6K
New
$58.88 - $64.8 $622K - $685K
10.6K $622K
V
Visa Inc.

Financial Services
563
+ 6.16%
$273.87 - $320.91 $154K - $181K
9.71K $3.07M
VIG
Vanguard Dividend Appreciation

ETFs
2.97K
+ 16.8%
N/A
20.7K $3.76M
GOOG
Alphabet Inc.

Communication Services
636
+ 4.04%
$163.08 - $198.16 $104K - $126K
16.4K $3.12M
IEMG
Ishares Inc

ETFs
8.39K
+ 15.81%
N/A
61.4K $3.29M
SPY
Spdr S&P 500 ETF Trust

ETFs
74
+ 0.23%
$567.81 - $607.81 $42K - $45K
31.9K $18.7M
IWD
Ishares Russell 1000 Val ETF

ETFs
2.56K
+ 17.19%
$183.23 - $199.79 $469K - $512K
17.5K $3.23M
ACWI
Ishares Msci Acwi ETF

ETFs
2.98K
+ 81.33%
$117.05 - $123.03 $349K - $367K
6.65K $781K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
3.68K
New
$88.59 - $94.57 $326K - $348K
3.68K $326K
XOM
Exxon Mobil Corp

Energy
3.79K
+ 43.46%
$105.51 - $125.37 $400K - $475K
12.5K $1.35M
SPYG
Spdr Portfolio

ETFs
1.86K
+ 5.8%
$81.74 - $91.38 $152K - $170K
34K $2.98M
AMD
Advanced Micro Devices Inc

Technology
2.37K
New
$118.88 - $172.8 $281K - $409K
2.37K $285K
TJX
Tjx Companies Inc

Consumer Cyclical
2.25K
New
$112.15 - $127.2 $252K - $286K
2.25K $271K
AZEK
Azek CO Inc.

Industrials
5.51K
New
$42.23 - $54.76 $233K - $302K
5.51K $261K
ET
Energy Transfer LP

Energy
12.5K
New
$16.05 - $19.86 $200K - $248K
12.5K $244K
DIS
Walt Disney CO

Communication Services
253
+ 1.79%
$92.39 - $117.6 $23.4K - $29.8K
14.4K $1.61M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
355
+ 7.96%
$521.84 - $558.82 $185K - $198K
4.82K $2.6M
AXON
Axon Enterprise, Inc.

Industrials
397
New
$399.22 - $689.78 $158K - $274K
397 $235K
BKNG
Booking Holdings Inc.

Consumer Cyclical
47
New
$4100.99 - $5300.34 $193K - $249K
47 $233K
COST
Costco Wholesale Corp

Consumer Defensive
219
+ 24.09%
$873.59 - $994.69 $191K - $218K
1.13K $1.03M
MA
Mastercard Inc

Financial Services
272
+ 11.02%
$491.3 - $536.15 $134K - $146K
2.74K $1.44M
NEE
Nextera Energy Inc

Utilities
3.03K
New
$69.77 - $85.43 $212K - $259K
3.03K $217K
META
Meta Platforms, Inc.

Communication Services
153
+ 2.2%
$554.08 - $632.68 $84.8K - $96.8K
7.1K $4.19M
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.13K
New
$146.47 - $191.01 $165K - $215K
1.13K $209K
BAC
Bank Of America Corp

Financial Services
1.61K
+ 5.16%
$39.22 - $47.77 $63.2K - $77K
32.9K $1.44M
VOT
Vanguard Mid Cap Growth Index

ETFs
797
New
$241.48 - $274.89 $192K - $219K
797 $202K
TTD
Trade Desk, Inc.

Technology
1.7K
New
$108.7 - $139.51 $185K - $238K
1.7K $200K
CION
Cion Investment Corp

Financial Services
17.1K
New
$11.25 - $12.08 $192K - $206K
17.1K $194K
IWV
Ishares Russell 3000 ETF

ETFs
110
+ 0.57%
$323.08 - $349.08 $35.5K - $38.4K
19.4K $6.49M
XLK
Technology Sector Spdr

ETFs
673
+ 25.47%
$220.26 - $241.44 $148K - $162K
3.32K $770K
MUB
Ishares National Muni Bond ETF

ETFs
1.68K
+ 33.66%
$105.78 - $108.7 $178K - $183K
6.67K $710K
NOW
Service Now, Inc.

Technology
56
+ 9.71%
$867.18 - $1148.42 $48.6K - $64.3K
633 $671K
Activity Summary
Buys All Purchases 97 New Holdings 19 Increased Positions 78 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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