Winthrop Capital Management, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $376 Million distributed in 338 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Information Technolog with a value of $27M, Spdr Portfolio Short Term Corp with a value of $19.4M, Schwab Strategic Tr Us Large C with a value of $15.8M, Eli Lilly & CO with a value of $13.8M, and Schwab Strategic Tr Us Dividen with a value of $13.8M.

Examining the 13F form we can see an increase of $166M in the current position value, from $210M to 376M.

Winthrop Capital Management, LLC is based out at Carmel, IN

Below you can find more details about Winthrop Capital Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $376 Million
ETFs: $285 Million
Technology: $21.5 Million
Healthcare: $20.5 Million
Financial Services: $9.54 Million
Consumer Defensive: $7.92 Million
Consumer Cyclical: $7.71 Million
Communication Services: $7.16 Million
Utilities: $6.1 Million
Other: $10.2 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 338
  • Current Value $376 Million
  • Prior Value $210 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 183 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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