Winthrop Capital Management, LLC New Holdings in Q4 2024

Winthrop Capital Management, LLC

  • $376 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
678K
New
$22.4 - $68.28 $15.2M - $46.3M
678K $15.8M
LLY
Eli Lilly & CO

Healthcare
17.9K
New
$727.2 - $932.06 $13M - $16.7M
17.9K $13.8M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
507K
New
$26.93 - $84.95 $13.7M - $43.1M
507K $13.8M
LQD
Ishares Iboxx $ Investment Gra

ETFs
93.4K
New
$106.56 - $113.11 $9.95M - $10.6M
93.4K $10M
MBB
Ishares Tr

ETFs
73.1K
New
$91.26 - $95.82 $6.67M - $7M
73.1K $6.71M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
343K
New
$18.41 - $40.87 $6.31M - $14M
343K $6.34M
IVV
Ishares Core S&P 500 ETF

ETFs
10.4K
New
$570.51 - $610.59 $5.93M - $6.34M
10.4K $6.14M
VTV
Vanguard Value ETF

ETFs
34.6K
New
$168.32 - $181.87 $5.82M - $6.29M
34.6K $5.84M
NVDA
Nvidia Corp

Technology
41K
New
$117.0 - $148.88 $4.79M - $6.1M
41K $5.63M
VUG
Vanguard Growth ETF

ETFs
13.3K
New
$378.79 - $428.11 $5.03M - $5.69M
13.3K $5.5M
SCHG
Schwab Strategic Tr Us Large C

ETFs
169K
New
$25.93 - $105.3 $4.38M - $17.8M
169K $4.75M
PFF
Ishares Trust Ishares Pfd And

ETFs
127K
New
$31.23 - $33.51 $3.95M - $4.24M
127K $3.98M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
38.3K
New
$96.64 - $101.23 $3.7M - $3.88M
38.3K $3.72M
PEP
Pepsico Inc

Consumer Defensive
22K
New
$151.29 - $176.1 $3.34M - $3.88M
22K $3.35M
SCHA
Schwab Strategic Tr Us Small C

ETFs
120K
New
$25.33 - $51.16 $3.04M - $6.14M
120K $3.1M
RCD
Invesco ETF Tr S&P 500 Equal W

ETFs
56K
New
N/A
56K $2.99M
IBB
Ishares Biotechnology ETF

ETFs
17.5K
New
$131.21 - $148.85 $2.29M - $2.6M
17.5K $2.3M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
21.5K
New
$100.16 - $100.7 $2.15M - $2.16M
21.5K $2.15M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
75.8K
New
$27.54 - $83.04 $2.09M - $6.29M
75.8K $2.1M
IEF
Ishares Barclays

ETFs
19.7K
New
$92.08 - $98.18 $1.82M - $1.94M
19.7K $1.83M
ITA
Ishares Tr

ETFs
12.1K
New
$144.31 - $157.31 $1.75M - $1.91M
12.1K $1.77M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
33.9K
New
$51.54 - $52.55 $1.75M - $1.78M
33.9K $1.76M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
14.7K
New
$113.92 - $127.38 $1.68M - $1.87M
14.7K $1.69M
VBK
Vanguard Small Cap Growth ETF

ETFs
5.6K
New
$264.18 - $304.19 $1.48M - $1.7M
5.6K $1.57M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
57.7K
New
$26.63 - $30.23 $1.54M - $1.75M
57.7K $1.54M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
24.5K
New
$61.68 - $67.87 $1.51M - $1.67M
24.5K $1.53M
WMT
Walmart Inc.

Consumer Defensive
16.7K
New
$79.1 - $95.7 $1.32M - $1.6M
16.7K $1.51M
JNJ
Johnson & Johnson

Healthcare
9.79K
New
$143.34 - $165.86 $1.4M - $1.62M
9.79K $1.4M
IBM
International Business Machines Corp

Technology
6.37K
New
$204.9 - $238.04 $1.3M - $1.52M
6.37K $1.4M
IVW
Ishares S&P 500 Growth ETF

ETFs
13.7K
New
$94.43 - $105.47 $1.29M - $1.44M
13.7K $1.4M
CMI
Cummins Inc

Industrials
4.01K
New
$324.93 - $383.42 $1.3M - $1.54M
4.01K $1.4M
HON
Honeywell International Inc

Industrials
5.51K
New
$202.84 - $236.0 $1.12M - $1.3M
5.51K $1.25M
HD
Home Depot, Inc.

Consumer Cyclical
2.88K
New
$385.02 - $431.37 $1.11M - $1.24M
2.88K $1.12M
USB
Us Bancorp \De\

Financial Services
23.1K
New
$43.98 - $53.66 $1.02M - $1.24M
23.1K $1.12M
YUM
Yum Brands Inc

Consumer Cyclical
7.97K
New
$130.36 - $139.54 $1.04M - $1.11M
7.97K $1.06M
C
Citigroup Inc

Financial Services
14.6K
New
$61.31 - $72.5 $894K - $1.06M
14.6K $1.03M
QCOM
Qualcomm Inc

Technology
6.51K
New
$150.4 - $178.04 $979K - $1.16M
6.51K $1.01M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
44.4K
New
$20.55 - $23.26 $912K - $1.03M
44.4K $925K
CVX
Chevron Corp

Energy
6.23K
New
$141.15 - $162.53 $879K - $1.01M
6.23K $891K
PFE
Pfizer Inc

Healthcare
32.6K
New
$24.8 - $30.19 $808K - $984K
32.6K $861K
WFC
Wells Fargo & Company

Financial Services
11.4K
New
$54.98 - $77.35 $628K - $883K
11.4K $804K
JCI
Johnson Controls International PLC

Industrials
10.1K
New
$74.23 - $86.6 $748K - $873K
10.1K $798K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
30.4K
New
$22.01 - $66.82 $669K - $2.03M
30.4K $692K
LOW
Lowes Companies Inc

Consumer Cyclical
2.77K
New
$244.52 - $284.07 $677K - $786K
2.77K $683K
MCD
Mcdonalds Corp

Consumer Cyclical
2.16K
New
$288.47 - $316.54 $622K - $682K
2.16K $624K
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
PNC
Pnc Financial Services Group, Inc.

Financial Services
2.56K
New
$178.39 - $215.0 $457K - $550K
2.56K $493K
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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