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
AER
Aer Cap Holdings N.V.

Industrials
400
+ 10.04%
$91.85 - $100.3 $36.7K - $40.1K
4.39K $419K
DVY
Ishares Tr

ETFs
304
New
$129.55 - $143.41 $39.4K - $43.6K
304 $40K
VTI
Vanguard Total Stock Market Et

ETFs
3
+ 0.06%
$280.04 - $302.45 $840 - $907
5.06K $1.47M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
511
New
$67.29 - $73.38 $34.4K - $37.5K
511 $35K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.54K
New
$22.63 - $47.53 $34.8K - $73K
1.54K $35K
XLK
Technology Sector Spdr

ETFs
78
+ 5.18%
$220.26 - $241.44 $17.2K - $18.8K
1.58K $371K
NVO
Novo Nordisk A S

Healthcare
339
New
$85.0 - $120.04 $28.8K - $40.7K
339 $29K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
496
New
$56.61 - $61.63 $28.1K - $30.6K
496 $28K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
347
New
$77.02 - $78.58 $26.7K - $27.3K
347 $27K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
485
New
$50.14 - $52.56 $24.3K - $25.5K
485 $24K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
2.6K
New
$4.34 - $10.57 $11.3K - $27.5K
2.6K $23K
NEEPRR
Nextera Energy Inc Corporate U
558
New
N/A
558 $23K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
1.94K
New
$11.42 - $12.5 $22.1K - $24.2K
1.94K $22K
INBK
First Internet Bancorp

Financial Services
594
New
$30.5 - $42.44 $18.1K - $25.2K
594 $21K
Ishares Bitcoin ETF
359
New
N/A
359 $19K
IWS
Ishares Russell Midcap Value E

ETFs
139
New
$128.08 - $140.32 $17.8K - $19.5K
139 $18K
Ishares Ethereum Trust
699
New
N/A
699 $18K
Sirius Xm Holdings Inc Com
760
New
N/A
760 $17K
SCHV
Schwab Strategic Tr Us Large C

ETFs
612
New
$25.79 - $80.4 $15.8K - $49.2K
612 $16K
KMI
Kinder Morgan, Inc.

Energy
40
+ 1.67%
$22.59 - $28.54 $904 - $1.14K
2.44K $67K
CMF
Ishares California Muni Bond E

ETFs
242
New
$56.66 - $58.1 $13.7K - $14.1K
242 $14K
HOOD
Robinhood Markets, Inc.

Technology
341
New
$22.33 - $43.2 $7.61K - $14.7K
341 $13K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
178
New
$74.5 - $78.37 $13.3K - $13.9K
178 $13K
IAT
Ishares Tr

ETFs
248
New
$46.07 - $56.9 $11.4K - $14.1K
248 $12K
FIW
First Trust Water ETF

ETFs
115
New
$102.02 - $110.91 $11.7K - $12.8K
115 $12K
SNOW
Snowflake Inc.

Technology
71
New
$109.65 - $186.51 $7.79K - $13.2K
71 $11K
UAL
United Airlines Holdings, Inc.

Industrials
104
New
$55.62 - $102.44 $5.78K - $10.7K
104 $10K
TSLA
Tesla, Inc.

Consumer Cyclical
6
+ 12.77%
$213.65 - $479.86 $1.28K - $2.88K
53 $22K
COP
Conocophillips

Energy
597
+ 10.06%
$95.12 - $114.72 $56.8K - $68.5K
6.53K $634K
PYXS
Pyxis Oncology, Inc.

Healthcare
6K
New
$1.54 - $4.77 $9.24K - $28.6K
6K $9K
NEM
Newmont Corp

Basic Materials
250
New
$37.0 - $58.68 $9.25K - $14.7K
250 $9K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
73
New
$115.08 - $119.55 $8.4K - $8.73K
73 $8K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
148
New
$44.04 - $49.49 $6.52K - $7.32K
148 $7K
BDX
Becton Dickinson & CO

Healthcare
97
+ 9.55%
$220.02 - $243.75 $21.3K - $23.6K
1.11K $252K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
13
New
$521.84 - $558.82 $6.78K - $7.26K
13 $7K
CCL
Carnival Corp

Consumer Cyclical
286
New
$17.34 - $26.8 $4.96K - $7.66K
286 $7K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
114
New
$49.79 - $51.14 $5.68K - $5.83K
114 $6K
MA
Mastercard Inc

Financial Services
5
+ 4.07%
$491.3 - $536.15 $2.46K - $2.68K
128 $67K
INTU
Intuit Inc

Technology
7
New
$602.01 - $706.25 $4.21K - $4.94K
7 $5K
T
At&T Inc.

Communication Services
83
+ 1.75%
$21.22 - $23.88 $1.76K - $1.98K
4.82K $109K
IDU
Ishares Tr U S Utils ETF

ETFs
53
New
$94.65 - $105.73 $5.02K - $5.6K
53 $5K
VNQ
Vanguard Specialized Funds Van

ETFs
57
New
$87.85 - $98.6 $5.01K - $5.62K
57 $5K
VRT
Vertiv Holdings CO

Industrials
38
New
N/A
38 $4K
OKTA
Okta, Inc.

Technology
49
New
$71.81 - $86.11 $3.52K - $4.22K
49 $4K
SCHP
Schwab Strategic Us Tips ETF

ETFs
132
New
$25.74 - $53.78 $3.4K - $7.1K
132 $3K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
21
New
$104.54 - $137.94 $2.2K - $2.9K
21 $3K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
6
+ 150.0%
$260.53 - $404.79 $1.56K - $2.43K
10 $4K
BNDX
Vanguard Total International B

ETFs
67
New
$48.91 - $50.61 $3.28K - $3.39K
67 $3K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
26
New
$114.08 - $125.68 $2.97K - $3.27K
26 $3K
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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