Winthrop Advisory Group LLC Purchases in Q3 2025

Winthrop Advisory Group LLC

  • $1.14 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
383
+ 1.39%
$67.01 - $72.84 $25.7K - $27.9K
27.9K $2.02M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
929
+ 24.76%
$108.46 - $120.63 $101K - $112K
4.68K $556K
WMT
Walmart Inc.

Consumer Defensive
245
+ 1.08%
$94.4 - $104.27 $23.1K - $25.5K
22.9K $2.36M
MUB
Ishares National Muni Bond ETF

ETFs
1.25K
+ 24.84%
$103.24 - $106.68 $129K - $134K
6.29K $670K
GLD
Spdr Gold Trust

ETFs
10
+ 0.45%
$300.96 - $355.47 $3.01K - $3.55K
2.23K $791K
CVX
Chevron Corp

Energy
191
+ 3.72%
$145.57 - $161.83 $27.8K - $30.9K
5.32K $826K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
2.7K
+ 2.2%
N/A
125K $3.95M
EMR
Emerson Electric CO

Industrials
657
+ 17.52%
$128.6 - $149.63 $84.5K - $98.3K
4.41K $578K
ACWI
Ishares Msci Acwi ETF

ETFs
56
+ 0.82%
$128.32 - $138.41 $7.19K - $7.75K
6.93K $957K
VO
Vanguard Mid Cap ETF

ETFs
5
+ 0.1%
$279.83 - $293.74 $1.4K - $1.47K
4.83K $1.42M
GS
Goldman Sachs Group Inc

Financial Services
33
+ 7.69%
$696.56 - $806.32 $23K - $26.6K
462 $367K
C
Citigroup Inc

Financial Services
4
+ 0.11%
$85.57 - $103.49 $342 - $414
3.74K $379K
APH
Amphenol Corp

Technology
3
+ 0.12%
$97.39 - $125.4 $292 - $376
2.43K $300K
AMAT
Applied Materials Inc

Technology
1
+ 0.04%
$156.25 - $204.95 $156 - $205
2.77K $567K
LOW
Lowes Companies Inc

Consumer Cyclical
85
+ 7.11%
$215.01 - $273.02 $18.3K - $23.2K
1.28K $321K
ADI
Analog Devices Inc

Technology
183
+ 19.2%
$220.68 - $255.63 $40.4K - $46.8K
1.14K $279K
WM
Waste Management Inc

Industrials
264
+ 17.92%
$213.88 - $237.1 $56.5K - $62.6K
1.74K $383K
SOXX
Ishares Semiconductor ETF

ETFs
1
+ 0.09%
$236.93 - $271.12 $237 - $271
1.14K $309K
MCD
Mcdonalds Corp

Consumer Cyclical
12
+ 0.5%
$291.67 - $316.99 $3.5K - $3.8K
2.42K $736K
BA
Boeing CO

Industrials
60
+ 2.02%
$209.79 - $237.38 $12.6K - $14.2K
3.04K $655K
ITA
Ishares Tr

ETFs
4
+ 0.29%
$184.73 - $209.26 $739 - $837
1.39K $291K
COF
Capital One Financial Corp

Financial Services
125
+ 8.47%
$207.29 - $229.74 $25.9K - $28.7K
1.6K $340K
SYY
Sysco Corp

Consumer Defensive
1
+ 0.03%
$76.33 - $82.51 $76.3 - $82.5
3.77K $310K
IBM
International Business Machines Corp

Technology
247
+ 6.63%
$234.77 - $292.47 $58K - $72.2K
3.97K $1.12M
MVIS
Microvision, Inc.

Technology
17.8K
New
N/A
17.8K $18K
FNDB
Schwab Fundamental U S Broad M

ETFs
59
+ 0.65%
$23.83 - $25.77 $1.41K - $1.52K
9.2K $236K
HIG
Hartford Financial Services Group, Inc.

Financial Services
3
+ 0.14%
$119.73 - $134.7 $359 - $404
2.17K $289K
SUB
Ishares Short Term National Mu

ETFs
121
+ 5.43%
$106.17 - $107.3 $12.8K - $13K
2.35K $251K
XLF
Financial Sector Spdr

ETFs
4
+ 0.04%
$51.37 - $54.25 $205 - $217
9K $485K
IVE
Ishares S&P 500 Value ETF

ETFs
1
+ 0.1%
$194.44 - $206.51 $194 - $207
1.05K $217K
TRV
Travelers Companies, Inc.

Financial Services
5
+ 0.62%
$250.62 - $279.43 $1.25K - $1.4K
813 $227K
COST
Costco Wholesale Corp

Consumer Defensive
96
+ 7.85%
$915.95 - $994.57 $87.9K - $95.5K
1.32K $1.22M
VOT
Vanguard Mid Cap Growth Index

ETFs
1
+ 0.13%
$282.75 - $294.19 $283 - $294
798 $234K
PHO
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.07%
$69.62 - $73.99 $139 - $148
2.97K $214K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
39
+ 0.56%
$52.39 - $53.11 $2.04K - $2.07K
6.99K $370K
AMGN
Amgen Inc

Healthcare
2
+ 0.24%
$271.18 - $309.22 $542 - $618
825 $232K
Arista Networks Inc
13
+ 0.63%
N/A
2.06K $0
Global X Fds
2.87K
New
N/A
2.87K $0
Linde PLC
443
New
N/A
443 $0
Labcorp Holdings Inc
795
New
N/A
795 $0
INTU
Intuit Inc

Technology
98
+ 15.19%
$646.03 - $807.39 $63.3K - $79.1K
743 $507K
CRM
Salesforce, Inc.

Technology
275
+ 13.45%
$231.66 - $273.65 $63.7K - $75.3K
2.32K $549K
LLY
Eli Lilly & CO

Healthcare
24
+ 1.41%
$625.65 - $812.69 $15K - $19.5K
1.73K $1.32M
KO
Coca Cola CO

Consumer Defensive
3
+ 0.06%
$65.67 - $71.67 $197 - $215
4.66K $309K
CTAS
Cintas Corp

Industrials
2
+ 0.15%
$199.29 - $226.27 $399 - $453
1.35K $277K
MGNI
Magnite, Inc.

Communication Services
80
+ 0.57%
$21.75 - $26.52 $1.74K - $2.12K
14.1K $306K
HON
Honeywell International Inc

Industrials
2
+ 0.12%
$207.7 - $240.4 $415 - $481
1.63K $343K
NFLX
Netflix Inc

Communication Services
22
+ 3.91%
$1147.87 - $1297.18 $25.3K - $28.5K
584 $700K
NOW
Service Now, Inc.

Technology
8
+ 1.3%
$850.86 - $1044.69 $6.81K - $8.36K
622 $572K
Activity Summary
Buys All Purchases 103 New Holdings 18 Increased Positions 85 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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