Winthrop Advisory Group LLC Purchases in Q2 2025

Winthrop Advisory Group LLC

  • $1.03 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AXON
Axon Enterprise, Inc.

Industrials
380
New
$497.13 - $827.94 $189K - $315K
380 $314K
COF
Capital One Financial Corp

Financial Services
1.48K
New
$150.57 - $212.76 $222K - $314K
1.48K $313K
BAC
Bank Of America Corp

Financial Services
2.82K
+ 9.31%
$34.39 - $47.46 $97.1K - $134K
33.1K $1.57M
SOXX
Ishares Semiconductor ETF

ETFs
1.14K
New
$154.86 - $239.07 $177K - $273K
1.14K $272K
ITA
Ishares Tr

ETFs
1.39K
New
$135.31 - $188.64 $188K - $262K
1.39K $262K
XLK
Technology Sector Spdr

ETFs
492
+ 18.33%
$179.73 - $253.23 $88.4K - $125K
3.18K $804K
APH
Amphenol Corp

Technology
2.43K
New
$59.09 - $98.75 $143K - $239K
2.43K $239K
SUB
Ishares Short Term National Mu

ETFs
2.23K
New
$104.77 - $106.34 $234K - $237K
2.23K $237K
CRWD
Crowd Strike Holdings, Inc.

Technology
461
New
$321.63 - $509.31 $148K - $235K
461 $234K
KLAC
Kla Corp

Technology
8
+ 0.78%
$576.53 - $902.94 $4.61K - $7.22K
1.03K $926K
VOT
Vanguard Mid Cap Growth Index

ETFs
797
New
$216.28 - $284.39 $172K - $227K
797 $226K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
2.69K
New
$65.84 - $80.81 $177K - $217K
2.69K $215K
VEA
Vanguard Ftse Developed Market

ETFs
3.75K
New
$45.65 - $57.01 $171K - $214K
3.75K $213K
IGV
Ishares Expanded Tech Software

ETFs
1.91K
New
$80.15 - $109.5 $153K - $209K
1.91K $209K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
2.98K
New
$40.51 - $71.03 $121K - $212K
2.98K $209K
ACM
Aecom

Industrials
1.84K
New
$87.19 - $113.06 $161K - $208K
1.84K $208K
PHO
Invesco Exchange Traded Fd Tr

ETFs
2.97K
New
$58.13 - $69.92 $172K - $207K
2.97K $207K
SE
Sea LTD

Consumer Cyclical
1.29K
New
$105.57 - $170.4 $136K - $220K
1.29K $206K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.36K
New
N/A
2.36K $202K
CEG
Constellation Energy Corp

Utilities
622
New
$170.96 - $322.76 $106K - $201K
622 $200K
ABBV
Abb Vie Inc.

Healthcare
1.45K
+ 46.7%
$170.16 - $206.27 $247K - $299K
4.56K $845K
DFUS
Dimensional ETF Tr U S Equity

ETFs
22
+ 0.08%
$53.65 - $67.02 $1.18K - $1.47K
27.5K $1.84M
MGNI
Magnite, Inc.

Communication Services
600
+ 4.48%
$9.0 - $24.12 $5.4K - $14.5K
14K $337K
AMD
Advanced Micro Devices Inc

Technology
601
+ 25.02%
$78.21 - $143.81 $47K - $86.4K
3K $426K
BA
Boeing CO

Industrials
169
+ 6.02%
$136.59 - $217.51 $23.1K - $36.8K
2.98K $623K
DVY
Ishares Tr

ETFs
1.06K
+ 13.63%
$118.37 - $134.86 $126K - $143K
8.85K $1.18M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
194
+ 15.36%
$179.95 - $278.88 $34.9K - $54.1K
1.46K $406K
XLF
Financial Sector Spdr

ETFs
2.23K
+ 32.86%
$43.92 - $52.37 $97.8K - $117K
9K $471K
CAT
Caterpillar Inc

Industrials
30
+ 1.49%
$273.94 - $388.21 $8.22K - $11.6K
2.05K $793K
GE
General Electric CO

Industrials
116
+ 7.25%
$166.81 - $257.39 $19.3K - $29.9K
1.72K $441K
CSCO
Cisco Systems, Inc.

Technology
723
+ 8.33%
$53.19 - $69.38 $38.5K - $50.2K
9.4K $652K
AMAT
Applied Materials Inc

Technology
33
+ 1.21%
$126.95 - $183.52 $4.19K - $6.06K
2.77K $507K
SHOP
Shopify Inc.

Technology
25
+ 0.47%
$76.89 - $115.35 $1.92K - $2.88K
5.35K $616K
ADBE
Adobe Inc.

Technology
235
+ 35.07%
$340.0 - $420.68 $79.9K - $98.9K
905 $350K
WM
Waste Management Inc

Industrials
400
+ 37.28%
$216.47 - $242.1 $86.6K - $96.8K
1.47K $337K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.13K
+ 49.07%
$99.37 - $134.05 $113K - $152K
3.45K $390K
GS
Goldman Sachs Group Inc

Financial Services
14
+ 3.37%
$462.22 - $707.75 $6.47K - $9.91K
429 $303K
VBK
Vanguard Small Cap Growth ETF

ETFs
188
+ 23.18%
$219.76 - $276.94 $41.3K - $52.1K
999 $276K
XOM
Exxon Mobil Corp

Energy
1.12K
+ 24.97%
$99.93 - $119.04 $112K - $134K
5.62K $605K
LYV
Live Nation Entertainment, Inc.

Communication Services
2
+ 0.07%
$118.81 - $151.28 $238 - $303
2.73K $412K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
994
+ 16.68%
$51.68 - $52.76 $51.4K - $52.4K
6.95K $366K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
275
+ 7.91%
$90.56 - $109.49 $24.9K - $30.1K
3.75K $410K
SBUX
Starbucks Corp

Consumer Cyclical
1.12K
+ 12.24%
$79.69 - $99.41 $88.9K - $111K
10.2K $936K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
9
+ 0.13%
$114.78 - $133.31 $1.03K - $1.2K
7.11K $947K
VBR
Vanguard Small Cap Value ETF

ETFs
146
+ 12.21%
$162.76 - $195.77 $23.8K - $28.6K
1.34K $261K
ET
Energy Transfer LP

Energy
2.5K
+ 20.02%
$15.65 - $18.93 $39.1K - $47.3K
15K $271K
GLD
Spdr Gold Trust

ETFs
2
+ 0.09%
$273.71 - $316.29 $547 - $633
2.22K $676K
IAK
Ishares Tr

ETFs
270
+ 7.82%
$122.44 - $138.47 $33.1K - $37.4K
3.72K $500K
CI
Cigna Corp

Healthcare
65
+ 1.97%
$301.89 - $340.04 $19.6K - $22.1K
3.37K $1.11M
Activity Summary
Buys All Purchases 125 New Holdings 29 Increased Positions 96 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Winthrop Advisory Group LLC Portfolio

Follow Winthrop Advisory Group LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email