Winthrop Advisory Group LLC Incresed Positions in Q2 2025

Winthrop Advisory Group LLC

  • $1.03 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
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
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
HIG
Hartford Financial Services Group, Inc.

Financial Services
3
+ 0.14%
$109.83 - $131.67 $329 - $395
2.17K $275K
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
HD
Home Depot, Inc.

Consumer Cyclical
5
+ 0.05%
$335.24 - $380.78 $1.68K - $1.9K
9.5K $3.48M
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
Blackrock ETF Trust Ii
4.91K
+ 124.71%
N/A
8.85K $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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