Winthrop Capital Management, LLC Purchases in Q4 2024

Winthrop Capital Management, LLC

  • $376 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TXN
Texas Instruments Inc

Technology
3.13K
New
N/A
3.13K $589K
VO
Vanguard Mid Cap ETF

ETFs
2.19K
New
$261.5 - $284.63 $572K - $623K
2.19K $578K
IWM
Ishares Russell 2000 ETF

ETFs
2.51K
New
$216.13 - $242.4 $542K - $608K
2.51K $554K
AAPL
Apple Inc.

Technology
466
+ 2.33%
$221.69 - $259.02 $103K - $121K
20.4K $5.16M
PNC
Pnc Financial Services Group, Inc.

Financial Services
2.56K
New
$178.39 - $215.0 $457K - $550K
2.56K $493K
JPM
Jpmorgan Chase & CO

Financial Services
597
+ 4.89%
$205.18 - $250.29 $122K - $149K
12.8K $3.07M
SU
Suncor Energy Inc

Energy
13.3K
New
$34.5 - $41.53 $459K - $552K
13.3K $469K
PLD
Prologis, Inc.

Real Estate
4.3K
New
$101.4 - $126.96 $436K - $546K
4.3K $452K
NKE
Nike, Inc.

Consumer Cyclical
5.81K
New
$73.36 - $89.13 $426K - $518K
5.81K $433K
TEF
Telefonica S A

Communication Services
402K
New
$4.02 - $4.88 $1.62M - $1.96M
402K $402K
EEM
Ishares Msci Emerging Markets

ETFs
9.22K
New
$41.82 - $47.36 $385K - $436K
9.22K $387K
SLB
Schlumberger Limited

Energy
9.16K
New
$36.83 - $45.59 $337K - $417K
9.16K $346K
IWR
Ishares Russell Mid Cap ETF

ETFs
3.72K
New
$87.25 - $95.52 $324K - $355K
3.72K $329K
PPG
Ppg Industries Inc

Basic Materials
2.64K
New
$119.09 - $131.37 $314K - $346K
2.64K $314K
DTE
Dte Energy CO

Utilities
2.42K
New
$117.04 - $129.77 $284K - $315K
2.42K $292K
V
Visa Inc.

Financial Services
291
+ 6.04%
$273.87 - $320.91 $79.7K - $93.4K
5.11K $1.61M
SPG
Simon Property Group Inc

Real Estate
1.66K
New
$167.23 - $183.84 $277K - $304K
1.66K $283K
IGLB
Ishares 10+ Year Investment Gr

ETFs
5.69K
New
$49.36 - $53.72 $281K - $306K
5.69K $282K
IJK
Ishares S&P Midcap 400 Growth

ETFs
3.04K
New
$90.66 - $99.46 $275K - $302K
3.04K $276K
GIS
General Mills Inc

Consumer Defensive
4.01K
New
$62.78 - $74.62 $252K - $299K
4.01K $254K
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.01%
$567.81 - $607.81 $568 - $608
17.5K $10.3M
DIS
Walt Disney CO

Communication Services
890
+ 8.52%
$92.39 - $117.6 $82.2K - $105K
11.3K $1.26M
GLD
Spdr Gold Trust

ETFs
1.02K
+ 421.99%
$236.59 - $257.5 $241K - $262K
1.26K $303K
COST
Costco Wholesale Corp

Consumer Defensive
193
+ 13.44%
$873.59 - $994.69 $169K - $192K
1.63K $1.5M
LMT
Lockheed Martin Corp

Industrials
472
New
$479.66 - $614.62 $226K - $290K
472 $228K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.76K
New
$75.1 - $82.99 $207K - $229K
2.76K $209K
ORCL
Oracle Corp

Technology
1.33K
+ 14.25%
$165.41 - $192.43 $219K - $255K
10.6K $1.77M
IAU
Ishares Gold Trust

ETFs
3.42K
New
$48.37 - $52.65 $166K - $180K
3.42K $168K
IJS
Ishares S&P Smallcap 600 Value

ETFs
1.52K
New
$104.59 - $118.05 $159K - $180K
1.52K $165K
VTC
Vanguard Scottsdale Fds Total

ETFs
1.82K
New
$75.59 - $79.31 $137K - $144K
1.82K $138K
META
Meta Platforms, Inc.

Communication Services
214
+ 53.77%
$554.08 - $632.68 $119K - $135K
612 $362K
VIG
Vanguard Dividend Appreciation

ETFs
624
New
N/A
624 $122K
UNP
Union Pacific Corp

Industrials
519
New
$223.15 - $249.32 $116K - $129K
519 $118K
CTAS
Cintas Corp

Industrials
612
New
$182.7 - $226.47 $112K - $139K
612 $112K
CAT
Caterpillar Inc

Industrials
304
New
$360.37 - $416.88 $110K - $127K
304 $110K
IGV
Ishares Expanded Tech Software

ETFs
1.06K
New
$87.5 - $110.17 $92.8K - $117K
1.06K $107K
IWB
Ishares Tr Russell 1000 ETF

ETFs
330
New
$311.11 - $335.64 $103K - $111K
330 $107K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
929
New
$100.18 - $109.1 $93.1K - $101K
929 $98K
PYPL
Pay Pal Holdings, Inc.

Financial Services
656
+ 19.65%
$77.25 - $91.3 $50.7K - $59.9K
3.99K $341K
IWF
Ishares Russell 1000 Gr ETF

ETFs
200
New
$370.24 - $418.94 $74K - $83.8K
200 $81K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
255
New
$278.19 - $315.36 $70.9K - $80.4K
255 $74K
DLTR
Dollar Tree, Inc.

Consumer Defensive
952
New
$61.21 - $76.19 $58.3K - $72.5K
952 $71K
PM
Philip Morris International Inc.

Consumer Defensive
567
New
$118.38 - $133.06 $67.1K - $75.4K
567 $68K
IEMG
Ishares Inc

ETFs
8.24K
+ 11.53%
N/A
79.7K $4.17M
EQIX
Equinix Inc

Real Estate
49
+ 24.87%
$865.69 - $985.0 $42.4K - $48.3K
246 $231K
GOOG
Alphabet Inc.

Communication Services
6
+ 0.28%
$163.08 - $198.16 $978 - $1.19K
2.12K $408K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
425
New
$126.68 - $134.74 $53.8K - $57.3K
425 $54K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
488
New
$91.94 - $100.02 $44.9K - $48.8K
488 $45K
TLT
Ishares Barclays 20+ Year Trea

ETFs
514
New
$87.1 - $98.49 $44.8K - $50.6K
514 $45K
Activity Summary
Buys All Purchases 243 New Holdings 183 Increased Positions 60 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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