Winthrop Advisory Group LLC Reduced Holdings in Q1 2025

Winthrop Advisory Group LLC

  • $828 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
-412K
- 91.56%
$190.26 - $242.06 $78.4M - $99.7M
38K $7.22M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-20.2K
- 8.08%
$302.31 - $337.54 $6.12M - $6.83M
230K $70.2M
IVV
Ishares Core S&P 500 ETF

ETFs
-2.16K
- 1.3%
$554.06 - $615.85 $1.19M - $1.33M
164K $91.4M
AAPL
Apple Inc.

Technology
-3.97K
- 2.56%
$209.68 - $247.1 $831K - $980K
151K $33.5M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-8.14K
- 16.23%
$360.07 - $417.26 $2.93M - $3.4M
42K $15.1M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-30.5K
- 6.71%
$67.03 - $74.61 $2.05M - $2.28M
425K $28.7M
MSFT
Microsoft Corp

Technology
-5.44K
- 14.77%
$375.39 - $447.2 $2.04M - $2.43M
31.4K $11.8M
VTI
Vanguard Total Stock Market Et

ETFs
-3.22K
- 1.87%
$271.18 - $303.12 $872K - $975K
169K $46.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
-5.05K
- 15.84%
$551.42 - $612.93 $2.79M - $3.1M
26.8K $15M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-43.8K
- 2.97%
$21.23 - $23.75 $930K - $1.04M
1.43M $30.7M
VXF
Vanguard Extended Market ETF

ETFs
-2.73K
- 3.85%
$170.36 - $201.04 $465K - $549K
68.1K $11.8M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-10.3K
- 4.36%
$57.21 - $65.8 $591K - $679K
226K $13.2M
TSLA
Tesla, Inc.

Consumer Cyclical
-357
- 4.36%
$222.15 - $428.22 $79.3K - $153K
7.84K $2.03M
NVDA
Nvidia Corp

Technology
-3.44K
- 10.33%
$106.98 - $149.43 $368K - $514K
29.9K $3.24M
GOOGL
Alphabet Inc.

Communication Services
-2.1K
- 10.24%
$154.33 - $206.19 $324K - $432K
18.4K $2.84M
IVW
Ishares S&P 500 Growth ETF

ETFs
-6.41K
- 14.38%
$92.45 - $106.69 $593K - $684K
38.2K $3.54M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-7.54K
- 2.23%
$32.42 - $36.13 $245K - $272K
330K $10.8M
GOOG
Alphabet Inc.

Communication Services
-1.81K
- 11.06%
$156.06 - $207.71 $283K - $376K
14.6K $2.28M
XOM
Exxon Mobil Corp

Energy
-8.02K
- 64.06%
$105.44 - $118.93 $846K - $954K
4.5K $534K
VIG
Vanguard Dividend Appreciation

ETFs
-3.52K
- 17.06%
N/A
17.1K $3.12M
META
Meta Platforms, Inc.

Communication Services
-751
- 10.58%
$576.36 - $736.67 $433K - $553K
6.35K $3.66M
HD
Home Depot, Inc.

Consumer Cyclical
-745
- 7.27%
$347.25 - $424.87 $259K - $317K
9.5K $3.48M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-9.07K
- 9.3%
$50.39 - $50.66 $457K - $459K
88.4K $4.48M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-566
- 11.75%
$507.05 - $563.67 $287K - $319K
4.25K $2.17M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-13K
- 10.72%
N/A
108K $3.41M
MA
Mastercard Inc

Financial Services
-770
- 28.1%
$504.67 - $576.31 $389K - $444K
1.97K $1.08M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-3.13K
- 42.49%
$105.1 - $109.61 $329K - $343K
4.23K $458K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-3.43K
- 36.9%
$95.85 - $99.25 $329K - $340K
5.86K $578K
SPYG
Spdr Portfolio

ETFs
-589
- 1.73%
$80.05 - $92.39 $47.1K - $54.4K
33.4K $2.67M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-2.37K
- 1.24%
$21.75 - $24.28 $51.6K - $57.6K
189K $4.14M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-9.58K
- 7.63%
$42.5 - $46.71 $407K - $447K
116K $5.25M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-11.4K
- 3.08%
$27.01 - $28.54 $309K - $326K
360K $9.93M
XLK
Technology Sector Spdr

ETFs
-631
- 19.03%
$206.38 - $242.18 $130K - $153K
2.68K $553K
MUB
Ishares National Muni Bond ETF

ETFs
-1.84K
- 27.57%
$104.71 - $107.69 $192K - $198K
4.83K $507K
DIS
Walt Disney CO

Communication Services
-135
- 0.94%
$96.87 - $114.0 $13.1K - $15.4K
14.3K $1.41M
BAC
Bank Of America Corp

Financial Services
-2.56K
- 7.78%
$39.61 - $47.74 $101K - $122K
30.3K $1.26M
ADBE
Adobe Inc.

Technology
-310
- 31.63%
$377.84 - $464.11 $117K - $144K
670 $256K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-543
- 4.08%
$113.22 - $126.36 $61.5K - $68.6K
12.8K $1.46M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-52
- 3.83%
$283.06 - $421.16 $14.7K - $21.9K
1.31K $369K
ABBV
Abb Vie Inc.

Healthcare
-1.39K
- 30.91%
$169.2 - $216.66 $235K - $301K
3.11K $650K
MRK
Merck & Co., Inc.

Healthcare
-633
- 7.09%
$83.01 - $101.02 $52.5K - $63.9K
8.3K $744K
COST
Costco Wholesale Corp

Consumer Defensive
-183
- 16.22%
$890.62 - $1076.86 $163K - $197K
945 $893K
DVY
Ishares Tr

ETFs
-1.1K
- 12.38%
$128.58 - $138.1 $142K - $152K
7.79K $1.03M
SBUX
Starbucks Corp

Consumer Cyclical
-2.05K
- 18.37%
$91.75 - $115.81 $188K - $237K
9.11K $890K
IVE
Ishares S&P 500 Value ETF

ETFs
-604
- 36.52%
$185.78 - $198.58 $112K - $120K
1.05K $198K
LPLA
Lpl Financial Holdings Inc.

Financial Services
-375
- 1.79%
$308.87 - $383.33 $116K - $144K
20.6K $6.73M
UPS
United Parcel Service Inc

Industrials
-228
- 4.88%
$109.66 - $136.26 $25K - $31.1K
4.45K $489K
HUBS
Hubspot Inc

Technology
-25
- 4.12%
$571.29 - $819.71 $14.3K - $20.5K
582 $332K
WM
Waste Management Inc

Industrials
-600
- 35.86%
$200.54 - $233.78 $120K - $140K
1.07K $248K
Activity Summary
Buys All Purchases 56 New Holdings 12 Increased Positions 44 Sells All Sells 80 Reductions 80 Sold out 0 Options Calls 0 Puts 0
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