Winthrop Advisory Group LLC Purchases in Q1 2025

Winthrop Advisory Group LLC

  • $828 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ICSH
Blackrock Ultra Short Term Bon

ETFs
1.13M
New
$50.44 - $50.7 $57.2M - $57.5M
1.13M $57.5M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
163K
+ 21.49%
$51.39 - $57.43 $8.37M - $9.35M
920K $51.4M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
163K
+ 816.98%
$49.25 - $50.66 $8.04M - $8.27M
183K $9.08M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
49.4K
+ 36.06%
$78.0 - $84.37 $3.86M - $4.17M
187K $14.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
45
+ 0.51%
$442.66 - $534.52 $19.9K - $24.1K
8.81K $4.62M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
3.36K
+ 64.45%
$192.82 - $222.1 $648K - $746K
8.57K $1.65M
MS
Morgan Stanley

Financial Services
2.79K
New
$111.68 - $141.08 $311K - $393K
2.79K $325K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
5.96K
New
$51.52 - $52.37 $307K - $312K
5.96K $311K
JNJ
Johnson & Johnson

Healthcare
384
+ 4.26%
$142.06 - $167.7 $54.6K - $64.4K
9.41K $1.56M
CWB
Spdr Bloomberg Convertible Sec

ETFs
2.98K
New
$75.99 - $81.58 $227K - $243K
2.98K $229K
CVS
Cvs Health Corp

Healthcare
3.24K
New
$44.22 - $68.64 $143K - $222K
3.24K $219K
TRV
Travelers Companies, Inc.

Financial Services
808
New
$232.43 - $265.13 $188K - $214K
808 $213K
GILD
Gilead Sciences, Inc.

Healthcare
1.89K
New
$89.14 - $117.41 $169K - $222K
1.89K $212K
BMY
Bristol Myers Squibb CO

Healthcare
3.44K
New
$53.9 - $63.11 $186K - $217K
3.44K $209K
FNDB
Schwab Fundamental U S Broad M

ETFs
9.09K
New
$22.52 - $24.48 $205K - $223K
9.09K $207K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.62K
New
$77.7 - $78.94 $204K - $207K
2.62K $207K
ADP
Automatic Data Processing Inc

Industrials
664
New
$286.85 - $318.64 $190K - $212K
664 $202K
LLY
Eli Lilly & CO

Healthcare
12
+ 0.72%
$725.72 - $929.72 $8.71K - $11.2K
1.69K $1.39M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
909
+ 8.6%
$58.01 - $64.46 $52.7K - $58.6K
11.5K $717K
ACWI
Ishares Msci Acwi ETF

ETFs
795
+ 11.95%
$115.16 - $124.13 $91.6K - $98.7K
7.45K $865K
IAK
Ishares Tr

ETFs
386
+ 12.59%
$121.85 - $137.9 $47K - $53.2K
3.45K $470K
MCD
Mcdonalds Corp

Consumer Cyclical
46
+ 1.79%
$279.74 - $321.29 $12.9K - $14.8K
2.61K $815K
RTX
Raytheon Technologies Corp

Industrials
32
+ 0.8%
$114.1 - $135.66 $3.65K - $4.34K
4.05K $536K
XLF
Financial Sector Spdr

ETFs
1.15K
+ 20.36%
$47.32 - $52.19 $54.2K - $59.8K
6.77K $333K
PG
Procter & Gamble CO

Consumer Defensive
194
+ 1.97%
$158.56 - $176.26 $30.8K - $34.2K
10.1K $1.72M
IWD
Ishares Russell 1000 Val ETF

ETFs
149
+ 0.85%
$182.82 - $196.21 $27.2K - $29.2K
17.6K $3.28M
IEFA
Ishares Tr

ETFs
230
+ 6.27%
$69.57 - $78.65 $16K - $18.1K
3.9K $297K
NFLX
Netflix Inc

Communication Services
13
+ 2.08%
$828.4 - $1058.6 $10.8K - $13.8K
638 $594K
HIG
Hartford Financial Services Group, Inc.

Financial Services
4
+ 0.18%
$106.31 - $123.73 $425 - $495
2.17K $268K
HON
Honeywell International Inc

Industrials
242
+ 14.93%
$202.75 - $226.52 $49.1K - $54.8K
1.86K $394K
PEP
Pepsico Inc

Consumer Defensive
200
+ 3.38%
$142.64 - $156.42 $28.5K - $31.3K
6.12K $917K
TJX
Tjx Companies Inc

Consumer Cyclical
75
+ 3.34%
$112.81 - $126.16 $8.46K - $9.46K
2.32K $282K
F
Ford Motor CO

Consumer Cyclical
331
+ 1.98%
$9.12 - $10.43 $3.02K - $3.45K
17.1K $171K
C
Citigroup Inc

Financial Services
3
+ 0.08%
$67.23 - $84.63 $202 - $254
3.8K $270K
CMCSA
Comcast Corp

Communication Services
52
+ 0.89%
$33.19 - $38.23 $1.73K - $1.99K
5.88K $216K
IWM
Ishares Russell 2000 ETF

ETFs
250
+ 9.48%
$198.1 - $229.79 $49.5K - $57.4K
2.89K $578K
AMAT
Applied Materials Inc

Technology
259
+ 10.45%
$145.06 - $195.51 $37.6K - $50.6K
2.74K $397K
VBR
Vanguard Small Cap Value ETF

ETFs
8
+ 0.67%
$183.02 - $207.75 $1.46K - $1.66K
1.2K $221K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
67
+ 5.6%
$211.47 - $267.17 $14.2K - $17.9K
1.26K $267K
SHOP
Shopify Inc.

Technology
250
+ 4.93%
$90.59 - $129.31 $22.6K - $32.3K
5.32K $514K
VV
Vanguard Large Cap ETF

ETFs
4
+ 0.18%
$253.32 - $282.66 $1.01K - $1.13K
2.26K $577K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
49
+ 1.43%
$102.49 - $119.96 $5.02K - $5.88K
3.48K $361K
IWR
Ishares Russell Mid Cap ETF

ETFs
9
+ 0.09%
$82.81 - $92.93 $745 - $836
10.5K $887K
AMD
Advanced Micro Devices Inc

Technology
36
+ 1.52%
$96.63 - $129.55 $3.48K - $4.66K
2.4K $246K
EMR
Emerson Electric CO

Industrials
62
+ 1.47%
$108.64 - $131.17 $6.74K - $8.13K
4.28K $469K
MGNI
Magnite, Inc.

Communication Services
200
+ 1.52%
$11.41 - $21.17 $2.28K - $4.23K
13.4K $155K
CAT
Caterpillar Inc

Industrials
2
+ 0.1%
$326.75 - $407.63 $654 - $815
2.02K $664K
ORCL
Oracle Corp

Technology
457
+ 9.13%
$139.81 - $186.47 $63.9K - $85.2K
5.46K $763K
DFUS
Dimensional ETF Tr U S Equity

ETFs
18
+ 0.07%
$59.61 - $66.71 $1.07K - $1.2K
27.5K $1.65M
Activity Summary
Buys All Purchases 56 New Holdings 12 Increased Positions 44 Sells All Sells 80 Reductions 80 Sold out 0 Options Calls 0 Puts 0
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