Winthrop Advisory Group LLC Purchases in Q3 2024

Winthrop Advisory Group LLC

  • $826 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
144
+ 5.73%
$341.08 - $391.94 $49.1K - $56.4K
2.66K $1.02M
CSCO
Cisco Systems, Inc.

Technology
583
+ 7.17%
$44.74 - $53.22 $26.1K - $31K
8.71K $463K
T
At&T Inc.

Communication Services
687
+ 3.46%
$18.21 - $22.28 $12.5K - $15.3K
20.5K $451K
COST
Costco Wholesale Corp

Consumer Defensive
45
+ 5.21%
$801.83 - $917.05 $36.1K - $41.3K
909 $805K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
8
+ 0.12%
$117.9 - $128.2 $943 - $1.03K
6.9K $884K
IAK
Ishares Tr

ETFs
100
+ 4.15%
$112.0 - $130.47 $11.2K - $13K
2.51K $323K
CTAS
Cintas Corp

Industrials
1.17K
+ 289.11%
$201.38 - $819.83 $235K - $958K
1.57K $323K
IEFA
Ishares Tr

ETFs
290
+ 8.99%
$70.09 - $78.74 $20.3K - $22.8K
3.52K $274K
HIG
Hartford Financial Services Group, Inc.

Financial Services
31
+ 1.46%
$98.71 - $117.61 $3.06K - $3.65K
2.16K $254K
ABEV
Ambev S.A.

Consumer Defensive
15.5K
New
$2.04 - $2.44 $31.6K - $37.9K
15.5K $37K
CRM
Salesforce, Inc.

Technology
1
+ 0.05%
$238.42 - $276.53 $238 - $277
1.9K $519K
PFE
Pfizer Inc

Healthcare
397
+ 2.57%
$27.7 - $31.39 $11K - $12.5K
15.8K $458K
SYY
Sysco Corp

Consumer Defensive
1
+ 0.02%
$69.16 - $78.98 $69.2 - $79
4.12K $321K
IVE
Ishares S&P 500 Value ETF

ETFs
5
+ 0.31%
$181.06 - $197.17 $905 - $986
1.6K $316K
ANET
Arista Networks, Inc.

Technology
5
+ 0.85%
$311.42 - $388.21 $1.56K - $1.94K
593 $227K
CMCSA
Comcast Corp

Communication Services
139
+ 2.35%
$37.33 - $41.78 $5.19K - $5.81K
6.05K $252K
DKNG
Draft Kings Inc.

Consumer Cyclical
100
+ 0.95%
$29.85 - $41.1 $2.99K - $4.11K
10.6K $414K
C
Citigroup Inc

Financial Services
299
+ 8.2%
$56.11 - $67.61 $16.8K - $20.2K
3.94K $246K
MUB
Ishares National Muni Bond ETF

ETFs
7
+ 0.14%
$106.13 - $108.7 $743 - $761
4.99K $541K
SUB
Ishares Short Term National Mu

ETFs
1
+ 0.04%
$104.3 - $106.3 $104 - $106
2.84K $301K
AMRN
Amarin Corp Plcuk

Healthcare
7.5K
+ 73.14%
$0.57 - $0.8 $4.28K - $6K
17.8K $11K
WM
Waste Management Inc

Industrials
2
+ 0.16%
$196.96 - $223.45 $394 - $447
1.27K $263K
F
Ford Motor CO

Consumer Cyclical
141
+ 0.84%
$9.71 - $14.55 $1.37K - $2.05K
16.9K $178K
CVX
Chevron Corp

Energy
6
+ 0.14%
$137.88 - $161.97 $827 - $972
4.31K $634K
DIS
Walt Disney CO

Communication Services
1
+ 0.01%
$85.6 - $98.61 $85.6 - $98.6
14.2K $1.36M
KLAC
Kla Corp

Technology
1
+ 0.1%
$696.17 - $892.35 $696 - $892
1.05K $810K
XLE
Energy Sector Spdr

ETFs
369
+ 0.51%
$84.35 - $93.39 $31.1K - $34.5K
72.9K $6.4M
LPLA
Lpl Financial Holdings Inc.

Financial Services
20
+ 0.1%
$193.0 - $282.1 $3.86K - $5.64K
20.8K $4.84M
Activity Summary
Buys All Purchases 79 New Holdings 13 Increased Positions 66 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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