Winthrop Capital Management, LLC Sells in Q2 2025

Winthrop Capital Management, LLC

  • $396 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RCD
Invesco ETF Tr S&P 500 Equal W

ETFs
-49.3K
- 89.65%
N/A
5.69K $303K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-25.7K
- 5.14%
$24.32 - $27.87 $625K - $716K
474K $12.6M
LLY
Eli Lilly & CO

Healthcare
-295
- 1.64%
$713.71 - $898.95 $211K - $265K
17.7K $13.8M
XLP
Consumer Staples Sector Spdr

ETFs
-5.35K
- 8.94%
N/A
54.5K $4.41M
PFE
Pfizer Inc

Healthcare
-17.4K
- 53.67%
$21.59 - $24.84 $375K - $431K
15K $363K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-4.81K
- 4.14%
$85.42 - $94.39 $411K - $454K
112K $10.5M
JNJ
Johnson & Johnson

Healthcare
-1.8K
- 17.97%
$146.36 - $159.82 $264K - $288K
8.22K $1.26M
MBB
Ishares Tr

ETFs
-3.35K
- 4.58%
$91.41 - $94.22 $306K - $315K
69.8K $6.55M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-17.5K
- 5.96%
$22.4 - $23.8 $392K - $416K
276K $6.57M
VTV
Vanguard Value ETF

ETFs
-2.37K
- 7.27%
$153.67 - $176.74 $364K - $419K
30.2K $5.34M
MRK
Merck & Co., Inc.

Healthcare
-1.01K
- 7.1%
$73.47 - $87.12 $74.4K - $88.3K
13.3K $1.05M
QCOM
Qualcomm Inc

Technology
-1.51K
- 22.29%
$124.66 - $159.48 $188K - $241K
5.26K $838K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-16
- 0.88%
$390.26 - $489.06 $6.24K - $7.82K
1.8K $730K
COP
Conocophillips

Energy
-711
- 10.53%
$82.66 - $106.1 $58.8K - $75.4K
6.04K $542K
EQWL
Invesco Exchange Traded Fd Tr

ETFs
-2.18K
- 20.39%
$91.62 - $109.97 $199K - $239K
8.5K $935K
NKE
Nike, Inc.

Consumer Cyclical
-2.68K
- 71.9%
$53.27 - $72.04 $143K - $193K
1.05K $74K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-2.8K
- 41.43%
$50.36 - $50.68 $141K - $142K
3.96K $201K
COST
Costco Wholesale Corp

Consumer Defensive
-181
- 12.28%
$908.13 - $1056.85 $164K - $191K
1.29K $1.28M
WMT
Walmart Inc.

Consumer Defensive
-2.76K
- 16.92%
$81.79 - $99.98 $226K - $276K
13.6K $1.33M
NEE
Nextera Energy Inc

Utilities
-147
- 0.23%
$64.11 - $75.0 $9.42K - $11K
64.3K $4.46M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-8.57K
- 11.51%
$22.92 - $28.05 $196K - $240K
65.9K $1.85M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-6.74K
- 22.14%
$19.1 - $23.83 $129K - $161K
23.7K $565K
SLB
Schlumberger Limited

Energy
-106
- 1.11%
$31.95 - $42.2 $3.39K - $4.47K
9.43K $319K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-2.28K
- 5.14%
$18.94 - $21.67 $43.2K - $49.4K
42.1K $891K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-700
- 1.88%
$96.84 - $99.46 $67.8K - $69.6K
36.6K $3.63M
VCIT
Vanguard Intermediate Term Cor

ETFs
-2.13K
- 1.96%
$79.56 - $82.92 $170K - $177K
107K $8.85M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-594
- 1.26%
$37.08 - $42.26 $22K - $25.1K
46.6K $1.93M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-3.03K
- 16.5%
$50.08 - $63.14 $152K - $191K
15.3K $967K
V
Visa Inc.

Financial Services
-181
- 3.44%
$308.27 - $373.31 $55.8K - $67.6K
5.08K $1.81M
HD
Home Depot, Inc.

Consumer Cyclical
-83
- 2.86%
$335.24 - $380.78 $27.8K - $31.6K
2.82K $1.04M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-413
- 19.52%
$67.03 - $80.35 $27.7K - $33.2K
1.7K $136K
MDT
Medtronic PLC

Healthcare
-21
- 0.27%
$80.68 - $88.86 $1.69K - $1.87K
7.82K $682K
VNLA
Janus Henderson Short Duration

ETFs
-463
- 6.77%
$48.74 - $49.2 $22.6K - $22.8K
6.38K $314K
SU
Suncor Energy Inc

Energy
-38
- 0.28%
$31.54 - $41.04 $1.2K - $1.56K
13.6K $510K
PFF
Ishares Trust Ishares Pfd And

ETFs
-230
- 0.18%
$29.0 - $30.68 $6.67K - $7.06K
126K $3.87M
EQIX
Equinix Inc

Real Estate
-4
- 1.53%
$740.07 - $914.43 $2.96K - $3.66K
257 $204K
IBB
Ishares Biotechnology ETF

ETFs
-42
- 16.22%
$112.02 - $129.0 $4.7K - $5.42K
217 $27K
NEEPRR
Nextera Energy Inc Corporate U
-132
- 23.66%
N/A
426 $17K
VDC
Vanguard Consumer Staples ETF

ETFs
-24
- 2.92%
$204.89 - $224.73 $4.92K - $5.39K
797 $175K
VTC
Vanguard Scottsdale Fds Total

ETFs
-80
- 3.94%
$74.71 - $77.33 $5.98K - $6.19K
1.95K $151K
ADBE
Adobe Inc.

Technology
-11
- 1.94%
$340.0 - $420.68 $3.74K - $4.63K
557 $215K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
-11
- 4.66%
$95.52 - $109.98 $1.05K - $1.21K
225 $24K
LMT
Lockheed Martin Corp

Industrials
-18
- 3.73%
$430.82 - $486.45 $7.75K - $8.76K
465 $215K
CMI
Cummins Inc

Industrials
-178
- 4.33%
$267.12 - $336.65 $47.5K - $59.9K
3.93K $1.29M
SPGI
S&P Global Inc.

Financial Services
-41
- 3.76%
$438.31 - $527.29 $18K - $21.6K
1.05K $553K
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
-7
- 4.7%
$110.2 - $126.21 $771 - $883
142 $18K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-14
- 3.31%
$114.78 - $133.31 $1.61K - $1.87K
409 $55K
TSLA
Tesla, Inc.

Consumer Cyclical
-7
- 16.28%
$221.86 - $362.89 $1.55K - $2.54K
36 $11K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-42
- 0.5%
$77.94 - $79.5 $3.27K - $3.34K
8.33K $662K
Activity Summary
Buys All Purchases 91 New Holdings 29 Increased Positions 62 Sells All Sells 78 Reductions 78 Sold out 0 Options Calls 0 Puts 0
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