Winthrop Capital Management, LLC Purchases in Q1 2025

Winthrop Capital Management, LLC

  • $364 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLV
Select Sector Spdr Fund Health

ETFs
12.8K
+ 25.75%
$137.61 - $149.68 $1.76M - $1.92M
62.5K $9.13M
IEFA
Ishares Tr

ETFs
16.2K
+ 10.95%
$69.57 - $78.65 $1.13M - $1.28M
164K $12.4M
VFH
Vanguard Financial ETF

ETFs
14.4K
+ 16.77%
$114.07 - $127.34 $1.64M - $1.83M
100K $11.9M
LLY
Eli Lilly & CO

Healthcare
75
+ 0.42%
$725.72 - $929.72 $54.4K - $69.7K
18K $14.8M
LQD
Ishares Iboxx $ Investment Gra

ETFs
4.12K
+ 4.41%
$105.1 - $109.61 $433K - $452K
97.5K $10.6M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.94K
+ 0.56%
$18.36 - $20.51 $35.5K - $39.7K
345K $6.82M
GLD
Spdr Gold Trust

ETFs
1.35K
+ 107.0%
$243.19 - $288.14 $327K - $388K
2.6K $750K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.38K
New
$165.25 - $224.62 $393K - $535K
2.38K $395K
IEF
Ishares Barclays

ETFs
3.56K
+ 18.03%
$91.17 - $95.39 $325K - $340K
23.3K $2.22M
SPSB
Spdr Portfolio Short Term Corp

ETFs
7.63K
+ 1.17%
$29.82 - $30.1 $228K - $230K
657K $19.8M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
6.77K
New
$50.39 - $50.66 $341K - $343K
6.77K $343K
VNLA
Janus Henderson Short Duration

ETFs
6.84K
New
$48.89 - $49.21 $334K - $337K
6.84K $336K
VCIT
Vanguard Intermediate Term Cor

ETFs
1.7K
+ 1.59%
$79.17 - $82.04 $135K - $140K
109K $8.9M
JNJ
Johnson & Johnson

Healthcare
237
+ 2.42%
$142.06 - $167.7 $33.7K - $39.7K
10K $1.66M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
10.9K
+ 3.85%
$23.32 - $23.84 $254K - $259K
294K $6.88M
V
Visa Inc.

Financial Services
158
+ 3.1%
$306.92 - $362.71 $48.5K - $57.3K
5.26K $1.85M
NVO
Novo Nordisk A S

Healthcare
3.22K
+ 950.74%
$69.3 - $90.95 $223K - $293K
3.56K $247K
META
Meta Platforms, Inc.

Communication Services
393
+ 64.22%
$576.36 - $736.67 $227K - $290K
1.01K $579K
YUM
Yum Brands Inc

Consumer Cyclical
8
+ 0.1%
$123.25 - $162.53 $986 - $1.3K
7.98K $1.26M
CVX
Chevron Corp

Energy
159
+ 2.55%
$146.71 - $167.97 $23.3K - $26.7K
6.39K $1.07M
APA
Apa Corp

Energy
8.36K
New
$18.54 - $25.45 $155K - $213K
8.36K $176K
DUK
Duke Energy Corp

Utilities
237
+ 2.43%
$105.87 - $121.97 $25.1K - $28.9K
9.98K $1.22M
XOM
Exxon Mobil Corp

Energy
58
+ 0.48%
$105.44 - $118.93 $6.12K - $6.9K
12.3K $1.46M
XLRE
Select Sector Spdr Tr Real Est

ETFs
2.33K
+ 5.18%
$39.18 - $43.52 $91.1K - $101K
47.2K $1.98M
MBB
Ishares Tr

ETFs
18
+ 0.02%
$90.37 - $94.08 $1.63K - $1.69K
73.1K $6.86M
XLI
Industrial Sector Spdr

ETFs
1.28K
+ 3.33%
$128.78 - $141.67 $165K - $182K
39.8K $5.21M
JPM
Jpmorgan Chase & CO

Financial Services
233
+ 1.82%
$225.19 - $279.95 $52.5K - $65.2K
13K $3.2M
ITA
Ishares Tr

ETFs
215
+ 1.77%
$144.84 - $159.5 $31.1K - $34.3K
12.3K $1.89M
MDT
Medtronic PLC

Healthcare
316
+ 4.2%
$79.84 - $94.5 $25.2K - $29.9K
7.85K $705K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
442
+ 47.07%
$80.53 - $147.57 $35.6K - $65.2K
1.38K $183K
MU
Micron Technology Inc

Technology
1.19K
+ 9138.46%
$86.89 - $109.38 $103K - $130K
1.2K $104K
COP
Conocophillips

Energy
221
+ 3.38%
$88.6 - $105.85 $19.6K - $23.4K
6.76K $709K
SU
Suncor Energy Inc

Energy
352
+ 2.65%
$34.27 - $40.63 $12.1K - $14.3K
13.7K $529K
SLB
Schlumberger Limited

Energy
375
+ 4.1%
$38.4 - $43.74 $14.4K - $16.4K
9.53K $398K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
435
+ 2.03%
$100.34 - $100.68 $43.6K - $43.8K
21.9K $2.21M
AER
Aer Cap Holdings N.V.

Industrials
216
+ 4.92%
$94.11 - $105.78 $20.3K - $22.8K
4.6K $470K
C
Citigroup Inc

Financial Services
582
+ 3.99%
$67.23 - $84.63 $39.1K - $49.3K
15.2K $1.08M
PLD
Prologis, Inc.

Real Estate
175
+ 4.07%
$103.59 - $124.04 $18.1K - $21.7K
4.47K $500K
DTE
Dte Energy CO

Utilities
13
+ 0.54%
$117.6 - $138.27 $1.53K - $1.8K
2.44K $337K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
467
+ 5.91%
$77.7 - $78.94 $36.3K - $36.9K
8.37K $661K
PG
Procter & Gamble CO

Consumer Defensive
90
+ 1.33%
$158.56 - $176.26 $14.3K - $15.9K
6.86K $1.17M
SPGI
S&P Global Inc.

Financial Services
52
+ 5.0%
$478.26 - $543.77 $24.9K - $28.3K
1.09K $554K
EL
Estee Lauder Companies Inc

Consumer Defensive
560
+ 2240.0%
$64.26 - $85.48 $36K - $47.9K
585 $39K
JCI
Johnson Controls International PLC

Industrials
320
+ 3.18%
$76.12 - $90.6 $24.4K - $29K
10.4K $833K
QCOM
Qualcomm Inc

Technology
259
+ 3.98%
$151.94 - $175.86 $39.4K - $45.5K
6.77K $1.04M
Ishares Bitcoin ETF
714
+ 198.89%
N/A
1.07K $50K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
20
+ 0.05%
$20.2 - $22.24 $404 - $445
44.4K $955K
T
At&T Inc.

Communication Services
55
+ 1.14%
$21.56 - $28.28 $1.19K - $1.56K
4.88K $138K
PEP
Pepsico Inc

Consumer Defensive
405
+ 1.84%
$142.64 - $156.42 $57.8K - $63.4K
22.5K $3.37M
Activity Summary
Buys All Purchases 126 New Holdings 38 Increased Positions 88 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 0 Puts 0
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