Winthrop Advisory Group LLC New Holdings in Q2 2025

Winthrop Advisory Group LLC

  • $1.03 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DGRO
Ishares Core Dividend Growth E

ETFs
40.2K
New
$55.22 - $63.94 $2.22M - $2.57M
40.2K $2.57M
IXUS
Ishares Tr

ETFs
31.7K
New
$62.37 - $77.63 $1.98M - $2.46M
31.7K $2.45M
HCA
Hca Healthcare, Inc.

Healthcare
3.8K
New
$317.61 - $387.52 $1.21M - $1.47M
3.8K $1.45M
VO
Vanguard Mid Cap ETF

ETFs
4.82K
New
$228.54 - $279.83 $1.1M - $1.35M
4.82K $1.35M
LMT
Lockheed Martin Corp

Industrials
2.1K
New
$430.82 - $486.45 $903K - $1.02M
2.1K $970K
AXP
American Express CO

Financial Services
1.52K
New
$231.39 - $318.98 $352K - $485K
1.52K $485K
ICE
Intercontinental Exchange, Inc.

Financial Services
2.64K
New
$151.62 - $183.47 $400K - $484K
2.64K $484K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
3.63K
New
$85.42 - $94.39 $310K - $342K
3.63K $340K
SCHG
Schwab Strategic Tr Us Large C

ETFs
11.4K
New
$22.27 - $29.21 $255K - $334K
11.4K $334K
AXON
Axon Enterprise, Inc.

Industrials
380
New
$497.13 - $827.94 $189K - $315K
380 $314K
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
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
VOT
Vanguard Mid Cap Growth Index

ETFs
797
New
$216.28 - $284.39 $172K - $227K
797 $226K
ADI
Analog Devices Inc

Technology
953
New
$164.6 - $238.02 $157K - $227K
953 $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
Ge Vernova Inc
472
New
N/A
472 $0
Arista Networks Inc
2.05K
New
N/A
2.05K $0
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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