Winthrop Advisory Group LLC Incresed Positions in Q4 2024

Winthrop Advisory Group LLC

  • $912 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
411K
+ 1069.88%
$180.88 - $232.93 $74.4M - $95.8M
450K $98.7M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
409K
+ 117.21%
$52.1 - $57.26 $21.3M - $23.4M
758K $39.5M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.08M
+ 269.99%
$22.01 - $66.82 $23.7M - $72M
1.48M $33.5M
ITOT
Ishares Core S&P Total U.S. St

ETFs
30.9K
+ 3.94%
$124.26 - $134.12 $3.83M - $4.14M
815K $105M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.94K
+ 3.31%
$481.22 - $538.17 $1.9M - $2.12M
123K $62.8M
MSFT
Microsoft Corp

Technology
7.13K
+ 24.01%
$406.35 - $454.46 $2.9M - $3.24M
36.8K $15.5M
LPLA
Lpl Financial Holdings Inc.

Financial Services
151
+ 0.73%
$229.85 - $335.91 $34.7K - $50.7K
21K $6.84M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
24.5K
+ 33.49%
$50.37 - $50.6 $1.23M - $1.24M
97.5K $4.91M
VXF
Vanguard Extended Market ETF

ETFs
3.32K
+ 4.92%
$179.17 - $207.15 $595K - $688K
70.9K $13.5M
NVDA
Nvidia Corp

Technology
3.68K
+ 12.4%
$117.0 - $148.88 $430K - $547K
33.3K $4.47M
JPM
Jpmorgan Chase & CO

Financial Services
1.12K
+ 6.56%
$205.18 - $250.29 $231K - $281K
18.3K $4.38M
GOOGL
Alphabet Inc.

Communication Services
868
+ 4.42%
$161.86 - $196.66 $140K - $171K
20.5K $3.88M
V
Visa Inc.

Financial Services
563
+ 6.16%
$273.87 - $320.91 $154K - $181K
9.71K $3.07M
VIG
Vanguard Dividend Appreciation

ETFs
2.97K
+ 16.8%
N/A
20.7K $3.76M
GOOG
Alphabet Inc.

Communication Services
636
+ 4.04%
$163.08 - $198.16 $104K - $126K
16.4K $3.12M
IEMG
Ishares Inc

ETFs
8.39K
+ 15.81%
N/A
61.4K $3.29M
SPY
Spdr S&P 500 ETF Trust

ETFs
74
+ 0.23%
$567.81 - $607.81 $42K - $45K
31.9K $18.7M
IWD
Ishares Russell 1000 Val ETF

ETFs
2.56K
+ 17.19%
$183.23 - $199.79 $469K - $512K
17.5K $3.23M
ACWI
Ishares Msci Acwi ETF

ETFs
2.98K
+ 81.33%
$117.05 - $123.03 $349K - $367K
6.65K $781K
XOM
Exxon Mobil Corp

Energy
3.79K
+ 43.46%
$105.51 - $125.37 $400K - $475K
12.5K $1.35M
SPYG
Spdr Portfolio

ETFs
1.86K
+ 5.8%
$81.74 - $91.38 $152K - $170K
34K $2.98M
DIS
Walt Disney CO

Communication Services
253
+ 1.79%
$92.39 - $117.6 $23.4K - $29.8K
14.4K $1.61M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
355
+ 7.96%
$521.84 - $558.82 $185K - $198K
4.82K $2.6M
COST
Costco Wholesale Corp

Consumer Defensive
219
+ 24.09%
$873.59 - $994.69 $191K - $218K
1.13K $1.03M
MA
Mastercard Inc

Financial Services
272
+ 11.02%
$491.3 - $536.15 $134K - $146K
2.74K $1.44M
META
Meta Platforms, Inc.

Communication Services
153
+ 2.2%
$554.08 - $632.68 $84.8K - $96.8K
7.1K $4.19M
BAC
Bank Of America Corp

Financial Services
1.61K
+ 5.16%
$39.22 - $47.77 $63.2K - $77K
32.9K $1.44M
IWV
Ishares Russell 3000 ETF

ETFs
110
+ 0.57%
$323.08 - $349.08 $35.5K - $38.4K
19.4K $6.49M
XLK
Technology Sector Spdr

ETFs
673
+ 25.47%
$220.26 - $241.44 $148K - $162K
3.32K $770K
MUB
Ishares National Muni Bond ETF

ETFs
1.68K
+ 33.66%
$105.78 - $108.7 $178K - $183K
6.67K $710K
NOW
Service Now, Inc.

Technology
56
+ 9.71%
$867.18 - $1148.42 $48.6K - $64.3K
633 $671K
SBUX
Starbucks Corp

Consumer Cyclical
2.26K
+ 25.44%
$87.44 - $102.5 $198K - $232K
11.2K $1.02M
VUG
Vanguard Growth ETF

ETFs
192
+ 7.22%
$378.79 - $428.11 $72.7K - $82.2K
2.85K $1.17M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.39K
+ 1.02%
$61.68 - $67.87 $147K - $162K
237K $14.7M
ABBV
Abb Vie Inc.

Healthcare
1.15K
+ 34.35%
$164.99 - $203.87 $190K - $234K
4.49K $798K
CRM
Salesforce, Inc.

Technology
51
+ 2.69%
$270.87 - $367.87 $13.8K - $18.8K
1.95K $651K
DVY
Ishares Tr

ETFs
1.11K
+ 14.29%
$129.55 - $143.41 $144K - $159K
8.89K $1.17M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
873
+ 12.65%
$126.68 - $134.74 $111K - $118K
7.78K $992K
CSCO
Cisco Systems, Inc.

Technology
513
+ 5.89%
$52.45 - $60.02 $26.9K - $30.8K
9.22K $546K
BA
Boeing CO

Industrials
10
+ 0.32%
$138.14 - $180.72 $1.38K - $1.81K
3.12K $551K
SCHX
Schwab Strategic Tr Us Large C

ETFs
127K
+ 197.91%
$22.4 - $68.28 $2.84M - $8.66M
191K $4.43M
WM
Waste Management Inc

Industrials
403
+ 31.73%
$201.79 - $228.46 $81.3K - $92.1K
1.67K $337K
IAK
Ishares Tr

ETFs
556
+ 22.15%
$123.78 - $138.16 $68.8K - $76.8K
3.07K $387K
CVX
Chevron Corp

Energy
415
+ 9.64%
$141.15 - $162.53 $58.6K - $67.4K
4.72K $683K
DFUS
Dimensional ETF Tr U S Equity

ETFs
28
+ 0.1%
$61.52 - $66.5 $1.72K - $1.86K
27.5K $1.75M
XLF
Financial Sector Spdr

ETFs
617
+ 12.31%
$44.89 - $51.34 $27.7K - $31.7K
5.63K $272K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.08K
+ 46.02%
$82.28 - $117.52 $88.5K - $126K
3.41K $289K
ANET
Arista Networks, Inc.

Technology
1.78K
+ 300.0%
$104.78 - $431.02 $186K - $767K
2.37K $262K
GS
Goldman Sachs Group Inc

Financial Services
1
+ 0.24%
$486.1 - $608.57 $486 - $609
415 $237K
Activity Summary
Buys All Purchases 97 New Holdings 19 Increased Positions 78 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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