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
CTAS
Cintas Corp

Industrials
13
+ 0.97%
$190.11 - $227.66 $2.47K - $2.96K
1.35K $300K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
217
+ 3.7%
$96.84 - $99.46 $21K - $21.6K
6.08K $603K
ABT
Abbott Laboratories

Healthcare
84
+ 2.88%
$123.95 - $138.08 $10.4K - $11.6K
3K $407K
CRM
Salesforce, Inc.

Technology
45
+ 2.25%
$236.26 - $291.15 $10.6K - $13.1K
2.05K $557K
MUB
Ishares National Muni Bond ETF

ETFs
211
+ 4.37%
$102.31 - $105.8 $21.6K - $22.3K
5.04K $526K
FNDB
Schwab Fundamental U S Broad M

ETFs
51
+ 0.56%
$20.36 - $23.98 $1.04K - $1.22K
9.14K $219K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
76
+ 2.9%
$77.94 - $79.5 $5.92K - $6.04K
2.7K $214K
IVE
Ishares S&P 500 Value ETF

ETFs
2
+ 0.19%
$168.34 - $195.42 $337 - $391
1.05K $205K
HIG
Hartford Financial Services Group, Inc.

Financial Services
3
+ 0.14%
$109.83 - $131.67 $329 - $395
2.17K $275K
KO
Coca Cola CO

Consumer Defensive
106
+ 2.33%
$68.37 - $73.9 $7.25K - $7.83K
4.66K $329K
LOW
Lowes Companies Inc

Consumer Cyclical
63
+ 5.56%
$210.83 - $235.28 $13.3K - $14.8K
1.2K $265K
Ge Vernova Inc
472
New
N/A
472 $0
Blackrock ETF Trust Ii
4.91K
+ 124.71%
N/A
8.85K $0
Arista Networks Inc
2.05K
New
N/A
2.05K $0
VZ
Verizon Communications Inc

Communication Services
268
+ 4.45%
$41.67 - $45.62 $11.2K - $12.2K
6.3K $272K
DUK
Duke Energy Corp

Utilities
34
+ 1.63%
$112.46 - $124.05 $3.82K - $4.22K
2.12K $249K
AMGN
Amgen Inc

Healthcare
19
+ 2.36%
$262.28 - $309.85 $4.98K - $5.89K
823 $229K
CVX
Chevron Corp

Energy
557
+ 12.17%
$133.73 - $168.51 $74.5K - $93.9K
5.13K $734K
MRK
Merck & Co., Inc.

Healthcare
453
+ 5.46%
$73.47 - $87.12 $33.3K - $39.5K
8.75K $692K
LLY
Eli Lilly & CO

Healthcare
21
+ 1.25%
$713.71 - $898.95 $15K - $18.9K
1.71K $1.33M
PEP
Pepsico Inc

Consumer Defensive
61
+ 1.0%
$128.02 - $151.37 $7.81K - $9.23K
6.18K $815K
UNH
Unitedhealth Group Inc

Healthcare
359
+ 30.27%
$274.35 - $599.47 $98.5K - $215K
1.55K $481K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.45K
+ 0.68%
$24.32 - $27.87 $59.5K - $68.2K
363K $9.61M
AAPL
Apple Inc.

Technology
5.16K
+ 3.43%
$172.42 - $223.89 $890K - $1.16M
156K $32M
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
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