Winthrop Advisory Group LLC Sells in Q4 2024

Winthrop Advisory Group LLC

  • $912 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-44.7K
- 21.2%
$570.51 - $610.59 $25.5M - $27.3M
166K $97.7M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-143K
- 87.72%
$49.79 - $51.14 $7.11M - $7.3M
20K $1M
XLE
Energy Sector Spdr

ETFs
-67.1K
- 92.0%
$83.32 - $97.27 $5.59M - $6.53M
5.84K $499K
IBM
International Business Machines Corp

Technology
-1.54K
- 25.03%
$204.9 - $238.04 $316K - $367K
4.61K $1.01M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-2.2K
- 23.05%
$106.56 - $113.11 $235K - $249K
7.36K $786K
JNJ
Johnson & Johnson

Healthcare
-198
- 2.15%
$143.34 - $165.86 $28.4K - $32.8K
9.02K $1.3M
KLAC
Kla Corp

Technology
-1
- 0.1%
$614.46 - $829.55 $614 - $830
1.05K $659K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-160
- 1.79%
$442.29 - $483.08 $70.8K - $77.3K
8.76K $3.97M
VTV
Vanguard Value ETF

ETFs
-366
- 4.07%
$168.32 - $181.87 $61.6K - $66.6K
8.63K $1.46M
RTX
Raytheon Technologies Corp

Industrials
-598
- 12.95%
$114.45 - $127.21 $68.4K - $76.1K
4.02K $465K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-2.47K
- 1.99%
N/A
121K $3.82M
ACVA
Acv Auctions Inc.

Consumer Cyclical
-5K
- 18.18%
$17.04 - $23.17 $85.2K - $116K
22.5K $486K
VZ
Verizon Communications Inc

Communication Services
-889
- 12.48%
$39.6 - $45.21 $35.2K - $40.2K
6.23K $249K
CAT
Caterpillar Inc

Industrials
-6
- 0.3%
$360.37 - $416.88 $2.16K - $2.5K
2.01K $730K
KO
Coca Cola CO

Consumer Defensive
-173
- 3.64%
$61.74 - $71.71 $10.7K - $12.4K
4.58K $285K
TT
Trane Technologies PLC

Industrials
-38
- 1.78%
$369.35 - $419.14 $14K - $15.9K
2.09K $772K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-137
- 1.45%
$96.64 - $101.23 $13.2K - $13.9K
9.29K $900K
PFE
Pfizer Inc

Healthcare
-323
- 2.04%
$24.8 - $30.19 $8.01K - $9.75K
15.5K $411K
SEAT
Vivid Seats Inc.

Communication Services
-15K
- 60.0%
$3.26 - $4.63 $48.9K - $69.5K
10K $46K
MCD
Mcdonalds Corp

Consumer Cyclical
-11
- 0.43%
$288.47 - $316.54 $3.17K - $3.48K
2.57K $743K
CMCSA
Comcast Corp

Communication Services
-222
- 3.67%
$37.39 - $45.14 $8.3K - $10K
5.82K $218K
HON
Honeywell International Inc

Industrials
-254
- 13.55%
$202.84 - $236.0 $51.5K - $59.9K
1.62K $366K
SYY
Sysco Corp

Consumer Defensive
-148
- 3.59%
$73.63 - $81.77 $10.9K - $12.1K
3.98K $303K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-88
- 2.5%
$113.92 - $127.38 $10K - $11.2K
3.43K $394K
F
Ford Motor CO

Consumer Cyclical
-159
- 0.94%
$9.69 - $11.4 $1.54K - $1.81K
16.7K $165K
INTU
Intuit Inc

Technology
-25
- 3.62%
$602.01 - $706.25 $15.1K - $17.7K
665 $417K
VV
Vanguard Large Cap ETF

ETFs
-93
- 3.96%
$260.27 - $280.65 $24.2K - $26.1K
2.26K $608K
ACN
Accenture PLC

Technology
-10
- 0.53%
$343.9 - $376.86 $3.44K - $3.77K
1.87K $657K
ABT
Abbott Laboratories

Healthcare
-22
- 0.68%
$111.93 - $119.39 $2.46K - $2.63K
3.23K $364K
VBR
Vanguard Small Cap Value ETF

ETFs
-6
- 0.5%
$197.36 - $217.3 $1.18K - $1.3K
1.19K $235K
IWR
Ishares Russell Mid Cap ETF

ETFs
-49
- 0.47%
$87.25 - $95.52 $4.28K - $4.68K
10.5K $925K
C
Citigroup Inc

Financial Services
-143
- 3.63%
$61.31 - $72.5 $8.77K - $10.4K
3.8K $267K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-2.37K
- 0.7%
$33.92 - $36.6 $80.3K - $86.6K
338K $11.7M
EMR
Emerson Electric CO

Industrials
-88
- 2.04%
$108.13 - $134.33 $9.52K - $11.8K
4.22K $523K
LUV
Southwest Airlines CO

Industrials
-207
- 1.2%
$28.99 - $34.84 $6K - $7.21K
17K $571K
HUBS
Hubspot Inc

Technology
-15
- 2.41%
$514.07 - $757.4 $7.71K - $11.4K
607 $422K
SHOP
Shopify Inc.

Technology
-255
- 4.79%
$78.14 - $119.49 $19.9K - $30.5K
5.07K $539K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-25
- 1.81%
$260.53 - $404.79 $6.51K - $10.1K
1.36K $519K
WMT
Walmart Inc.

Consumer Defensive
-104
- 0.42%
$79.1 - $95.7 $8.23K - $9.95K
24.7K $2.23M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-2.59K
- 0.56%
$69.3 - $74.3 $179K - $192K
455K $32.5M
VTI
Vanguard Total Stock Market Et

ETFs
-368
- 0.21%
$280.04 - $302.45 $103K - $111K
172K $49.8M
TSLA
Tesla, Inc.

Consumer Cyclical
-238
- 2.82%
$213.65 - $479.86 $50.8K - $114K
8.2K $3.31M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-42
- 0.08%
$370.24 - $418.94 $15.6K - $17.6K
50.1K $20.1M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-1.34K
- 0.53%
$311.11 - $335.64 $416K - $448K
250K $80.7M
AAPL
Apple Inc.

Technology
-3.1K
- 1.97%
$221.69 - $259.02 $687K - $803K
155K $38.7M
Activity Summary
Buys All Purchases 97 New Holdings 19 Increased Positions 78 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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