Winthrop Capital Management, LLC Incresed Positions in Q4 2024

Winthrop Capital Management, LLC

  • $376 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VGT
Vanguard Information Technolog

ETFs
1.27K
+ 3.04%
$571.78 - $647.97 $728K - $825K
43.1K $27M
XLY
Select Sector Spdr Consumer Di

ETFs
2.73K
+ 10.36%
$194.8 - $239.43 $531K - $653K
29K $6.57M
GOOGL
Alphabet Inc.

Communication Services
2.26K
+ 12.54%
$161.86 - $196.66 $366K - $445K
20.3K $3.88M
AMZN
Amazon Com Inc

Consumer Cyclical
936
+ 6.93%
$180.88 - $232.93 $169K - $218K
14.4K $3.19M
AAPL
Apple Inc.

Technology
466
+ 2.33%
$221.69 - $259.02 $103K - $121K
20.4K $5.16M
JPM
Jpmorgan Chase & CO

Financial Services
597
+ 4.89%
$205.18 - $250.29 $122K - $149K
12.8K $3.07M
V
Visa Inc.

Financial Services
291
+ 6.04%
$273.87 - $320.91 $79.7K - $93.4K
5.11K $1.61M
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
ORCL
Oracle Corp

Technology
1.33K
+ 14.25%
$165.41 - $192.43 $219K - $255K
10.6K $1.77M
META
Meta Platforms, Inc.

Communication Services
214
+ 53.77%
$554.08 - $632.68 $119K - $135K
612 $362K
PYPL
Pay Pal Holdings, Inc.

Financial Services
656
+ 19.65%
$77.25 - $91.3 $50.7K - $59.9K
3.99K $341K
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
AER
Aer Cap Holdings N.V.

Industrials
400
+ 10.04%
$91.85 - $100.3 $36.7K - $40.1K
4.39K $419K
VTI
Vanguard Total Stock Market Et

ETFs
3
+ 0.06%
$280.04 - $302.45 $840 - $907
5.06K $1.47M
XLK
Technology Sector Spdr

ETFs
78
+ 5.18%
$220.26 - $241.44 $17.2K - $18.8K
1.58K $371K
SPGI
S&P Global Inc.

Financial Services
84
+ 8.8%
$480.36 - $529.17 $40.4K - $44.5K
1.04K $517K
KMI
Kinder Morgan, Inc.

Energy
40
+ 1.67%
$22.59 - $28.54 $904 - $1.14K
2.44K $67K
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
BDX
Becton Dickinson & CO

Healthcare
97
+ 9.55%
$220.02 - $243.75 $21.3K - $23.6K
1.11K $252K
MA
Mastercard Inc

Financial Services
5
+ 4.07%
$491.3 - $536.15 $2.46K - $2.68K
128 $67K
T
At&T Inc.

Communication Services
83
+ 1.75%
$21.22 - $23.88 $1.76K - $1.98K
4.82K $109K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
6
+ 150.0%
$260.53 - $404.79 $1.56K - $2.43K
10 $4K
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
7
+ 5.07%
$120.76 - $140.58 $845 - $984
145 $19K
MNST
Monster Beverage Corp

Consumer Defensive
30
+ 60.0%
$49.24 - $56.38 $1.48K - $1.69K
80 $4K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
14
+ 16.67%
$36.54 - $37.53 $512 - $525
98 $4K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
1
+ 33.33%
$338.38 - $446.21 $338 - $446
4 $2K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
11
+ 4.91%
$108.28 - $117.54 $1.19K - $1.29K
235 $25K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
12
+ 37.5%
$46.33 - $48.6 $556 - $583
44 $2K
ABT
Abbott Laboratories

Healthcare
2
+ 0.1%
$111.93 - $119.39 $224 - $239
1.95K $220K
ECL
Ecolab Inc.

Basic Materials
8
+ 4.76%
$234.32 - $261.43 $1.87K - $2.09K
176 $41K
ITW
Illinois Tool Works Inc

Industrials
5
+ 0.82%
$253.56 - $278.5 $1.27K - $1.39K
613 $156K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3
+ 0.53%
$442.29 - $483.08 $1.33K - $1.45K
565 $255K
VDC
Vanguard Consumer Staples ETF

ETFs
3
+ 0.36%
$210.96 - $223.62 $633 - $671
841 $177K
PG
Procter & Gamble CO

Consumer Defensive
200
+ 3.04%
$161.05 - $179.7 $32.2K - $35.9K
6.77K $1.13M
MDT
Medtronic PLC

Healthcare
803
+ 11.94%
$79.61 - $92.24 $63.9K - $74.1K
7.53K $599K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
36
+ 0.46%
$77.86 - $79.27 $2.8K - $2.85K
7.9K $617K
VZ
Verizon Communications Inc

Communication Services
7
+ 0.33%
$39.6 - $45.21 $277 - $316
2.12K $84K
ADBE
Adobe Inc.

Technology
43
+ 8.55%
$437.39 - $552.96 $18.8K - $23.8K
546 $243K
AMGN
Amgen Inc

Healthcare
160
+ 16.21%
$258.78 - $328.31 $41.4K - $52.5K
1.15K $297K
AMAT
Applied Materials Inc

Technology
1
+ 0.1%
$161.44 - $213.89 $161 - $214
987 $162K
DUK
Duke Energy Corp

Utilities
300
+ 3.18%
$105.76 - $120.76 $31.7K - $36.2K
9.74K $1.05M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
5.12K
+ 1.84%
$23.29 - $23.93 $119K - $123K
283K $6.64M
XLE
Energy Sector Spdr

ETFs
920
+ 2.42%
$83.32 - $97.27 $76.7K - $89.5K
39K $3.29M
ABBV
Abb Vie Inc.

Healthcare
5
+ 0.19%
$164.99 - $203.87 $825 - $1.02K
2.63K $464K
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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