Winthrop Advisory Group LLC Sells in Q2 2025

Winthrop Advisory Group LLC

  • $1.03 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-62
- 0.7%
$483.48 - $539.8 $30K - $33.5K
8.75K $4.25M
XLE
Energy Sector Spdr

ETFs
-1.93K
- 41.9%
$76.44 - $94.13 $148K - $182K
2.68K $226K
JNJ
Johnson & Johnson

Healthcare
-239
- 2.54%
$146.36 - $159.82 $35K - $38.2K
9.17K $1.4M
PG
Procter & Gamble CO

Consumer Defensive
-253
- 2.51%
$157.66 - $172.39 $39.9K - $43.6K
9.81K $1.56M
ACN
Accenture PLC

Technology
-335
- 17.98%
$279.23 - $323.21 $93.5K - $108K
1.53K $456K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-230
- 17.61%
$225.56 - $335.19 $51.9K - $77.1K
1.08K $255K
MCD
Mcdonalds Corp

Consumer Cyclical
-199
- 7.62%
$285.55 - $321.23 $56.8K - $63.9K
2.41K $704K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-893
- 21.11%
$105.23 - $109.61 $94K - $97.9K
3.34K $365K
CION
Cion Investment Corp

Financial Services
-5.59K
- 32.73%
$8.68 - $10.48 $48.5K - $58.6K
11.5K $109K
UPS
United Parcel Service Inc

Industrials
-142
- 3.19%
$91.92 - $110.2 $13.1K - $15.6K
4.31K $434K
ORCC
Owl Rock Capital Corp

Financial Services
-3.4K
- 5.94%
N/A
53.8K $720K
PFE
Pfizer Inc

Healthcare
-677
- 4.55%
$21.59 - $24.84 $14.6K - $16.8K
14.2K $344K
HUBS
Hubspot Inc

Technology
-29
- 4.98%
$487.07 - $672.24 $14.1K - $19.5K
553 $307K
IWM
Ishares Russell 2000 ETF

ETFs
-305
- 10.56%
$174.82 - $215.79 $53.3K - $65.8K
2.58K $557K
HON
Honeywell International Inc

Industrials
-232
- 12.45%
$182.86 - $232.88 $42.4K - $54K
1.63K $379K
TJX
Tjx Companies Inc

Consumer Cyclical
-149
- 6.41%
$119.13 - $135.03 $17.8K - $20.1K
2.17K $268K
SYY
Sysco Corp

Consumer Defensive
-209
- 5.26%
$68.0 - $75.91 $14.2K - $15.9K
3.77K $285K
ADP
Automatic Data Processing Inc

Industrials
-4
- 0.6%
$276.76 - $326.81 $1.11K - $1.31K
660 $203K
T
At&T Inc.

Communication Services
-79
- 0.39%
$26.33 - $28.94 $2.08K - $2.29K
20.4K $589K
ACWI
Ishares Msci Acwi ETF

ETFs
-579
- 7.77%
$103.59 - $128.6 $60K - $74.5K
6.87K $883K
EMR
Emerson Electric CO

Industrials
-533
- 12.44%
$94.15 - $133.33 $50.2K - $71.1K
3.75K $499K
MS
Morgan Stanley

Financial Services
-215
- 7.71%
$99.83 - $140.86 $21.5K - $30.3K
2.57K $362K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-3
- 6.38%
$4164.15 - $5789.24 $12.5K - $17.4K
44 $254K
RTX
Raytheon Technologies Corp

Industrials
-67
- 1.65%
$113.75 - $148.48 $7.62K - $9.95K
3.98K $581K
C
Citigroup Inc

Financial Services
-69
- 1.81%
$58.13 - $85.12 $4.01K - $5.87K
3.74K $317K
IWR
Ishares Russell Mid Cap ETF

ETFs
-156
- 1.49%
$74.88 - $91.97 $11.7K - $14.3K
10.3K $949K
WMT
Walmart Inc.

Consumer Defensive
-1.73K
- 7.07%
$81.79 - $99.98 $141K - $173K
22.7K $2.22M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-140
- 2.97%
$468.22 - $566.51 $65.6K - $79.3K
4.57K $2.59M
NOW
Service Now, Inc.

Technology
-78
- 11.27%
$721.65 - $1040.18 $56.3K - $81.1K
614 $631K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-479
- 3.75%
$101.97 - $126.75 $48.8K - $60.7K
12.3K $1.56M
NFLX
Netflix Inc

Communication Services
-76
- 11.91%
$855.86 - $1339.13 $65K - $102K
562 $752K
IBM
International Business Machines Corp

Technology
-14
- 0.37%
$221.03 - $294.78 $3.09K - $4.13K
3.73K $1.1M
TT
Trane Technologies PLC

Industrials
-62
- 2.97%
$315.21 - $437.41 $19.5K - $27.1K
2.03K $887K
ORCL
Oracle Corp

Technology
-354
- 6.48%
$122.82 - $218.63 $43.5K - $77.4K
5.11K $1.12M
DIS
Walt Disney CO

Communication Services
-22
- 0.15%
$81.72 - $124.01 $1.8K - $2.73K
14.3K $1.77M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.72K
- 1.48%
$39.89 - $49.46 $68.6K - $85K
114K $5.65M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-2.14K
- 1.13%
$19.6 - $24.44 $41.8K - $52.2K
186K $4.56M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-3.56K
- 1.57%
$51.16 - $62.02 $182K - $221K
223K $13.8M
LPLA
Lpl Financial Holdings Inc.

Financial Services
-225
- 1.09%
$283.31 - $388.96 $63.7K - $87.5K
20.4K $7.63M
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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