Winthrop Advisory Group LLC Incresed Positions in Q3 2024

Winthrop Advisory Group LLC

  • $826 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
49.9K
+ 31.05%
$520.18 - $576.82 $26M - $28.8M
211K $121M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
425K
+ 1300.34%
$63.28 - $70.06 $26.9M - $29.8M
458K $32.1M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
341K
+ 4254.37%
$50.99 - $57.81 $17.4M - $19.7M
349K $20M
ITOT
Ishares Core S&P Total U.S. St

ETFs
24.7K
+ 3.26%
$113.41 - $125.62 $2.81M - $3.11M
784K $98.5M
AAPL
Apple Inc.

Technology
3.82K
+ 2.48%
$207.23 - $234.82 $791K - $897K
158K $36.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
6.25K
+ 5.55%
$434.77 - $502.96 $2.72M - $3.15M
119K $58M
VTI
Vanguard Total Stock Market Et

ETFs
430
+ 0.25%
$255.18 - $283.2 $110K - $122K
172K $48.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.23K
+ 4.02%
$517.38 - $573.86 $636K - $706K
31.8K $18.3M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2.23K
+ 0.56%
$59.93 - $66.52 $134K - $148K
399K $26.5M
MSFT
Microsoft Corp

Technology
4.6K
+ 18.31%
$395.15 - $467.56 $1.82M - $2.15M
29.7K $12.8M
META
Meta Platforms, Inc.

Communication Services
1.08K
+ 18.31%
$453.41 - $572.44 $487K - $615K
6.95K $3.98M
VXF
Vanguard Extended Market ETF

ETFs
698
+ 1.04%
$163.98 - $182.92 $114K - $128K
67.6K $12.3M
TSLA
Tesla, Inc.

Consumer Cyclical
1.43K
+ 20.38%
$191.76 - $263.26 $274K - $376K
8.43K $2.21M
CI
Cigna Corp

Healthcare
2.05K
+ 152.19%
$319.12 - $367.1 $655K - $754K
3.4K $1.18M
JPM
Jpmorgan Chase & CO

Financial Services
2.75K
+ 19.11%
$194.9 - $224.8 $536K - $618K
17.1K $3.61M
XOM
Exxon Mobil Corp

Energy
4.54K
+ 108.43%
$109.72 - $119.0 $498K - $540K
8.73K $1.02M
IWV
Ishares Russell 3000 ETF

ETFs
368
+ 1.94%
$294.75 - $326.73 $108K - $120K
19.3K $6.31M
AMZN
Amazon Com Inc

Consumer Cyclical
3.7K
+ 10.64%
$161.02 - $200.0 $596K - $740K
38.5K $7.16M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.82K
+ 68.18%
$96.25 - $101.98 $368K - $390K
9.43K $954K
IWD
Ishares Russell 1000 Val ETF

ETFs
969
+ 6.96%
$173.36 - $189.8 $168K - $184K
14.9K $2.83M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
387
+ 8.96%
$523.84 - $572.02 $203K - $221K
4.71K $2.68M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3.05K
+ 1.91%
$49.93 - $51.15 $152K - $156K
163K $8.32M
VTV
Vanguard Value ETF

ETFs
1.03K
+ 12.98%
$159.75 - $174.57 $165K - $181K
9K $1.57M
SBUX
Starbucks Corp

Consumer Cyclical
864
+ 10.76%
$72.51 - $98.6 $62.6K - $85.2K
8.9K $867K
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.65K
+ 20.8%
$106.11 - $113.72 $175K - $187K
9.56K $1.08M
VIG
Vanguard Dividend Appreciation

ETFs
1.24K
+ 7.55%
$182.15 - $182.15 $226K - $226K
17.7K $3.22M
AVGO
Broadcom Inc.

Technology
3.77K
+ 1165.63%
$136.27 - $1745.86 $513K - $6.57M
4.09K $705K
IEMG
Ishares Inc

ETFs
3.25K
+ 6.52%
$53.64 - $53.64 $174K - $174K
53K $2.84M
ORCL
Oracle Corp

Technology
203
+ 4.26%
$125.9 - $170.35 $25.6K - $34.6K
4.97K $846K
RTX
Raytheon Technologies Corp

Industrials
507
+ 12.34%
$99.55 - $123.34 $50.5K - $62.5K
4.62K $559K
BAC
Bank Of America Corp

Financial Services
3.67K
+ 13.31%
$36.65 - $44.13 $135K - $162K
31.3K $1.24M
SHOP
Shopify Inc.

Technology
1K
+ 23.12%
$52.26 - $80.75 $52.3K - $80.8K
5.33K $426K
CAT
Caterpillar Inc

Industrials
5
+ 0.25%
$316.8 - $391.12 $1.58K - $1.96K
2.02K $789K
DVY
Ishares Tr

ETFs
62
+ 0.8%
$119.99 - $135.74 $7.44K - $8.42K
7.78K $1.05M
NVDA
Nvidia Corp

Technology
1.37K
+ 4.86%
$98.91 - $134.91 $136K - $185K
29.6K $3.6M
GLD
Spdr Gold Trust

ETFs
120
+ 4.87%
$215.56 - $246.98 $25.9K - $29.6K
2.59K $628K
DFUS
Dimensional ETF Tr U S Equity

ETFs
20
+ 0.07%
$56.04 - $62.2 $1.12K - $1.24K
27.4K $1.71M
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
HIG
Hartford Financial Services Group, Inc.

Financial Services
31
+ 1.46%
$98.71 - $117.61 $3.06K - $3.65K
2.16K $254K
IEFA
Ishares Tr

ETFs
290
+ 8.99%
$70.09 - $78.74 $20.3K - $22.8K
3.52K $274K
VV
Vanguard Large Cap ETF

ETFs
3
+ 0.13%
$236.92 - $263.4 $711 - $790
2.35K $618K
CRM
Salesforce, Inc.

Technology
1
+ 0.05%
$238.42 - $276.53 $238 - $277
1.9K $519K
SYY
Sysco Corp

Consumer Defensive
1
+ 0.02%
$69.16 - $78.98 $69.2 - $79
4.12K $321K
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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