Winthrop Advisory Group LLC Reduced Holdings in Q1 2025

Winthrop Advisory Group LLC

  • $828 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-675
- 8.68%
$126.11 - $135.06 $85.1K - $91.2K
7.1K $905K
IBM
International Business Machines Corp

Technology
-873
- 18.92%
$217.4 - $264.74 $190K - $231K
3.74K $929K
WMT
Walmart Inc.

Consumer Defensive
-251
- 1.02%
$84.5 - $105.05 $21.2K - $26.4K
24.4K $2.14M
ACN
Accenture PLC

Technology
-6
- 0.32%
$300.91 - $398.25 $1.81K - $2.39K
1.86K $581K
XLE
Energy Sector Spdr

ETFs
-1.23K
- 21.06%
$85.7 - $93.96 $105K - $115K
4.61K $425K
BA
Boeing CO

Industrials
-310
- 9.95%
$148.15 - $186.25 $45.9K - $57.7K
2.81K $478K
JPM
Jpmorgan Chase & CO

Financial Services
-661
- 3.62%
$225.19 - $279.95 $149K - $185K
17.6K $4.32M
LOW
Lowes Companies Inc

Consumer Cyclical
-106
- 8.56%
$222.66 - $268.42 $23.6K - $28.5K
1.13K $264K
VTV
Vanguard Value ETF

ETFs
-295
- 3.42%
$167.73 - $179.21 $49.5K - $52.9K
8.34K $1.42M
UNH
Unitedhealth Group Inc

Healthcare
-115
- 8.84%
$461.52 - $548.18 $53.1K - $63K
1.19K $621K
PFE
Pfizer Inc

Healthcare
-622
- 4.01%
$25.01 - $27.13 $15.6K - $16.9K
14.9K $377K
INTU
Intuit Inc

Technology
-20
- 3.01%
$555.63 - $630.23 $11.1K - $12.6K
645 $396K
CSCO
Cisco Systems, Inc.

Technology
-546
- 5.92%
$58.74 - $64.87 $32.1K - $35.4K
8.68K $535K
IEMG
Ishares Inc

ETFs
-125
- 0.2%
N/A
61.3K $3.29M
ORCC
Owl Rock Capital Corp

Financial Services
-315
- 0.55%
N/A
57.2K $766K
GLD
Spdr Gold Trust

ETFs
-370
- 14.31%
$243.19 - $288.14 $90K - $107K
2.22K $638K
AZEK
Azek CO Inc.

Industrials
-12
- 0.22%
$39.61 - $52.0 $475 - $624
5.5K $273K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-1.1K
- 32.25%
$80.53 - $147.57 $88.6K - $162K
2.31K $305K
ABT
Abbott Laboratories

Healthcare
-313
- 9.7%
$111.1 - $140.22 $34.8K - $43.9K
2.91K $386K
VZ
Verizon Communications Inc

Communication Services
-205
- 3.29%
$37.81 - $46.49 $7.75K - $9.53K
6.03K $273K
DUK
Duke Energy Corp

Utilities
-12
- 0.57%
$105.87 - $121.97 $1.27K - $1.46K
2.08K $254K
AMGN
Amgen Inc

Healthcare
-35
- 4.17%
$258.59 - $327.36 $9.05K - $11.5K
804 $250K
KLAC
Kla Corp

Technology
-20
- 1.91%
$636.62 - $777.63 $12.7K - $15.6K
1.03K $697K
GE
General Electric CO

Industrials
-88
- 5.21%
$168.59 - $212.13 $14.8K - $18.7K
1.6K $320K
KO
Coca Cola CO

Consumer Defensive
-30
- 0.65%
$60.81 - $72.32 $1.82K - $2.17K
4.55K $326K
CVX
Chevron Corp

Energy
-146
- 3.09%
$146.71 - $167.97 $21.4K - $24.5K
4.58K $765K
V
Visa Inc.

Financial Services
-695
- 7.16%
$306.92 - $362.71 $213K - $252K
9.02K $3.16M
T
At&T Inc.

Communication Services
-75
- 0.37%
$21.56 - $28.28 $1.62K - $2.12K
20.5K $578K
CI
Cigna Corp

Healthcare
-198
- 5.66%
$274.49 - $329.0 $54.3K - $65.1K
3.3K $1.09M
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
Track This Portfolio

Track Winthrop Advisory Group LLC Portfolio

Follow Winthrop Advisory Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Winthrop Advisory Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Winthrop Advisory Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email