Winthrop Advisory Group LLC Reduced Holdings in Q3 2025

Winthrop Advisory Group LLC

  • $1.14 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-27.3K
- 12.25%
$62.09 - $66.51 $1.69M - $1.82M
196K $12.8M
LPLA
Lpl Financial Holdings Inc.

Financial Services
-75
- 0.37%
$332.69 - $399.0 $25K - $29.9K
20.3K $6.75M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-2.45K
- 34.47%
$132.9 - $142.03 $326K - $348K
4.66K $656K
DIS
Walt Disney CO

Communication Services
-452
- 3.17%
$112.25 - $124.0 $50.7K - $56K
13.8K $1.58M
IAK
Ishares Tr

ETFs
-1.26K
- 33.93%
$126.37 - $134.46 $160K - $170K
2.46K $329K
AMD
Advanced Micro Devices Inc

Technology
-1.13K
- 37.66%
$134.8 - $184.42 $152K - $209K
1.87K $302K
SBUX
Starbucks Corp

Consumer Cyclical
-456
- 4.46%
$81.9 - $96.86 $37.3K - $44.2K
9.77K $826K
ADBE
Adobe Inc.

Technology
-152
- 16.8%
$333.65 - $392.1 $50.7K - $59.6K
753 $265K
ACN
Accenture PLC

Technology
-11
- 0.72%
$232.56 - $304.78 $2.56K - $3.35K
1.52K $374K
DKNG
Draft Kings Inc.

Consumer Cyclical
-40
- 0.38%
$37.4 - $48.23 $1.5K - $1.93K
10.6K $396K
PG
Procter & Gamble CO

Consumer Defensive
-11
- 0.11%
$150.47 - $161.22 $1.66K - $1.77K
9.8K $1.51M
TT
Trane Technologies PLC

Industrials
-60
- 2.96%
$398.96 - $472.54 $23.9K - $28.4K
1.97K $830K
ICE
Intercontinental Exchange, Inc.

Financial Services
-81
- 3.07%
$167.28 - $188.45 $13.5K - $15.3K
2.56K $431K
CSCO
Cisco Systems, Inc.

Technology
-415
- 4.41%
$66.2 - $71.79 $27.5K - $29.8K
8.99K $614K
ABT
Abbott Laboratories

Healthcare
-177
- 5.91%
$120.51 - $136.62 $21.3K - $24.2K
2.82K $377K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-1
- 2.27%
$5364.25 - $5815.92 $5.36K - $5.82K
43 $232K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-252
- 4.14%
$97.75 - $100.75 $24.6K - $25.4K
5.83K $584K
T
At&T Inc.

Communication Services
-123
- 0.6%
$26.94 - $29.62 $3.31K - $3.64K
20.3K $572K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1.47K
- 12.86%
$28.92 - $32.19 $42.6K - $47.4K
9.97K $318K
ORCC
Owl Rock Capital Corp

Financial Services
-1.23K
- 2.29%
N/A
52.6K $704K
VZ
Verizon Communications Inc

Communication Services
-369
- 5.86%
$40.84 - $45.06 $15.1K - $16.6K
5.93K $260K
CRWD
Crowd Strike Holdings, Inc.

Technology
-3
- 0.65%
$412.46 - $514.1 $1.24K - $1.54K
458 $224K
VBR
Vanguard Small Cap Value ETF

ETFs
-136
- 10.13%
$195.41 - $212.37 $26.6K - $28.9K
1.21K $251K
VBK
Vanguard Small Cap Growth ETF

ETFs
-90
- 9.01%
$276.51 - $305.12 $24.9K - $27.5K
909 $270K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-92
- 2.76%
$107.66 - $112.36 $9.9K - $10.3K
3.25K $361K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-92
- 2.54%
$92.18 - $95.14 $8.48K - $8.75K
3.53K $336K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-57
- 2.11%
$78.96 - $80.04 $4.5K - $4.56K
2.64K $211K
Ge Vernova Inc
-39
- 8.26%
N/A
433 $0
PFE
Pfizer Inc

Healthcare
-439
- 3.09%
$23.29 - $25.88 $10.2K - $11.4K
13.8K $350K
ACM
Aecom

Industrials
-195
- 10.58%
$111.08 - $132.99 $21.7K - $25.9K
1.65K $215K
VEA
Vanguard Ftse Developed Market

ETFs
-35
- 0.93%
$56.02 - $60.3 $1.96K - $2.11K
3.71K $222K
DUK
Duke Energy Corp

Utilities
-17
- 0.8%
$116.31 - $125.93 $1.98K - $2.14K
2.1K $259K
AXP
American Express CO

Financial Services
-27
- 1.77%
$294.27 - $342.31 $7.95K - $9.24K
1.5K $496K
UNH
Unitedhealth Group Inc

Healthcare
-92
- 5.95%
$237.77 - $353.61 $21.9K - $32.5K
1.45K $501K
MRK
Merck & Co., Inc.

Healthcare
-227
- 2.59%
$77.6 - $87.37 $17.6K - $19.8K
8.53K $715K
GE
General Electric CO

Industrials
-160
- 9.32%
$244.75 - $305.63 $39.2K - $48.9K
1.56K $468K
RTX
Raytheon Technologies Corp

Industrials
-349
- 8.76%
$144.19 - $167.33 $50.3K - $58.4K
3.64K $608K
MS
Morgan Stanley

Financial Services
-61
- 2.37%
$139.09 - $161.16 $8.48K - $9.83K
2.51K $399K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-78
- 2.61%
$68.94 - $86.3 $5.38K - $6.73K
2.91K $250K
VV
Vanguard Large Cap ETF

ETFs
-24
- 1.06%
$285.05 - $309.14 $6.84K - $7.42K
2.24K $688K
PEP
Pepsico Inc

Consumer Defensive
-50
- 0.81%
$133.81 - $152.16 $6.69K - $7.61K
6.13K $860K
LMT
Lockheed Martin Corp

Industrials
-51
- 2.43%
$410.74 - $499.21 $20.9K - $25.5K
2.04K $1.02M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-30
- 2.06%
$275.84 - $326.36 $8.28K - $9.79K
1.43K $465K
DVY
Ishares Tr

ETFs
-71
- 0.8%
$133.88 - $142.57 $9.51K - $10.1K
8.78K $1.25M
XLK
Technology Sector Spdr

ETFs
-31
- 0.98%
$250.97 - $282.66 $7.78K - $8.76K
3.15K $886K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-85
- 1.86%
$567.09 - $607.37 $48.2K - $51.6K
4.49K $2.67M
BAC
Bank Of America Corp

Financial Services
-765
- 2.31%
$44.92 - $52.42 $34.4K - $40.1K
32.4K $1.67M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-18
- 0.15%
$126.64 - $135.65 $2.28K - $2.44K
12.3K $1.66M
SHOP
Shopify Inc.

Technology
-20
- 0.37%
$112.11 - $157.12 $2.24K - $3.14K
5.33K $791K
Activity Summary
Buys All Purchases 103 New Holdings 18 Increased Positions 85 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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