Winthrop Advisory Group LLC Sells in Q3 2024

Winthrop Advisory Group LLC

  • $826 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
-430K
- 93.05%
$73.38 - $84.1 $31.5M - $36.1M
32.1K $2.66M
XLK
Technology Sector Spdr

ETFs
-69.9K
- 96.36%
$197.34 - $237.68 $13.8M - $16.6M
2.64K $596K
GOOGL
Alphabet Inc.

Communication Services
-341
- 1.71%
$148.65 - $191.18 $50.7K - $65.2K
19.6K $3.25M
GOOG
Alphabet Inc.

Communication Services
-48
- 0.3%
$149.54 - $192.66 $7.18K - $9.25K
15.7K $2.63M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-3.82K
- 4.97%
$50.25 - $50.74 $192K - $194K
73K $3.71M
BA
Boeing CO

Industrials
-332
- 9.66%
$152.04 - $190.6 $50.5K - $63.3K
3.11K $472K
MRK
Merck & Co., Inc.

Healthcare
-172
- 2.0%
$111.15 - $128.97 $19.1K - $22.2K
8.41K $955K
AMAT
Applied Materials Inc

Technology
-165
- 8.18%
$174.88 - $254.97 $28.9K - $42.1K
1.85K $374K
LLY
Eli Lilly & CO

Healthcare
-70
- 4.1%
$772.14 - $960.02 $54K - $67.2K
1.64K $1.45M
UPS
United Parcel Service Inc

Industrials
-545
- 10.51%
$123.32 - $147.38 $67.2K - $80.3K
4.64K $632K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-1.61K
- 1.28%
N/A
124K $3.9M
ADBE
Adobe Inc.

Technology
-16
- 1.61%
$508.13 - $586.55 $8.13K - $9.38K
980 $507K
HUBS
Hubspot Inc

Technology
-10
- 1.58%
$450.09 - $592.58 $4.5K - $5.93K
622 $330K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-64
- 5.47%
$211.47 - $281.27 $13.5K - $18K
1.11K $271K
INTU
Intuit Inc

Technology
-4
- 0.58%
$602.97 - $670.49 $2.41K - $2.68K
690 $428K
HON
Honeywell International Inc

Industrials
-7
- 0.37%
$196.73 - $220.21 $1.38K - $1.54K
1.88K $387K
EMR
Emerson Electric CO

Industrials
-92
- 2.09%
$98.19 - $118.87 $9.03K - $10.9K
4.31K $471K
LUV
Southwest Airlines CO

Industrials
-854
- 4.73%
$23.7 - $29.93 $20.2K - $25.6K
17.2K $509K
VRSK
Verisk Analytics, Inc.

Industrials
-15
- 1.85%
$260.31 - $285.99 $3.9K - $4.29K
794 $212K
ADI
Analog Devices Inc

Technology
-20
- 2.06%
$200.56 - $243.33 $4.01K - $4.87K
951 $218K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-2
- 0.7%
$1024.09 - $1201.76 $2.05K - $2.4K
285 $299K
VBR
Vanguard Small Cap Value ETF

ETFs
-89
- 6.94%
$179.99 - $201.6 $16K - $17.9K
1.19K $239K
CL
Colgate Palmolive CO

Consumer Defensive
-78
- 3.45%
$95.54 - $108.77 $7.45K - $8.48K
2.18K $226K
XLF
Financial Sector Spdr

ETFs
-186
- 3.58%
$40.84 - $45.74 $7.6K - $8.51K
5.01K $227K
PEP
Pepsico Inc

Consumer Defensive
-82
- 1.37%
$161.9 - $179.3 $13.3K - $14.7K
5.9K $1M
ACWI
Ishares Msci Acwi ETF

ETFs
-70
- 1.87%
$107.24 - $119.84 $7.51K - $8.39K
3.67K $438K
VZ
Verizon Communications Inc

Communication Services
-128
- 1.77%
$38.89 - $45.0 $4.98K - $5.76K
7.12K $319K
NFLX
Netflix Inc

Communication Services
-1
- 0.16%
$598.55 - $722.26 $599 - $722
625 $443K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-15
- 1.67%
$386.81 - $423.12 $5.8K - $6.35K
882 $373K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-120
- 3.3%
$105.53 - $118.34 $12.7K - $14.2K
3.52K $411K
ABT
Abbott Laboratories

Healthcare
-67
- 2.02%
$100.07 - $118.13 $6.7K - $7.91K
3.25K $370K
KO
Coca Cola CO

Consumer Defensive
-11
- 0.23%
$62.69 - $73.01 $690 - $803
4.76K $341K
GE
General Electric CO

Industrials
-23
- 1.54%
$156.66 - $189.66 $3.6K - $4.36K
1.47K $277K
IWM
Ishares Russell 2000 ETF

ETFs
-15
- 0.57%
$200.87 - $224.6 $3.01K - $3.37K
2.6K $574K
PLTR
Palantir Technologies Inc.

Technology
-4.57K
- 25.18%
$24.09 - $37.95 $110K - $173K
13.6K $504K
LOW
Lowes Companies Inc

Consumer Cyclical
-7
- 0.59%
$213.3 - $270.78 $1.49K - $1.9K
1.18K $318K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-448
- 3.08%
$108.44 - $120.37 $48.6K - $53.9K
14.1K $1.7M
PG
Procter & Gamble CO

Consumer Defensive
-88
- 0.89%
$160.76 - $177.82 $14.1K - $15.6K
9.86K $1.71M
UNH
Unitedhealth Group Inc

Healthcare
-54
- 4.08%
$488.01 - $604.18 $26.4K - $32.6K
1.27K $742K
IWR
Ishares Russell Mid Cap ETF

ETFs
-79
- 0.75%
$79.92 - $88.19 $6.31K - $6.97K
10.5K $927K
ABBV
Abb Vie Inc.

Healthcare
-67
- 1.96%
$163.84 - $199.33 $11K - $13.4K
3.35K $660K
MCD
Mcdonalds Corp

Consumer Cyclical
-167
- 6.09%
$245.82 - $304.51 $41.1K - $50.9K
2.58K $784K
ACN
Accenture PLC

Technology
-9
- 0.48%
$295.44 - $355.81 $2.66K - $3.2K
1.88K $664K
V
Visa Inc.

Financial Services
-33
- 0.36%
$253.74 - $291.56 $8.37K - $9.62K
9.15K $2.51M
MA
Mastercard Inc

Financial Services
-57
- 2.26%
$429.6 - $500.99 $24.5K - $28.6K
2.47K $1.22M
JNJ
Johnson & Johnson

Healthcare
-225
- 2.38%
$145.48 - $167.38 $32.7K - $37.7K
9.22K $1.49M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-4
- 0.09%
$475.2 - $527.7 $1.9K - $2.11K
4.46K $2.35M
TT
Trane Technologies PLC

Industrials
-20
- 0.93%
$314.21 - $388.71 $6.28K - $7.77K
2.13K $827K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-915
- 1.41%
$61.11 - $67.85 $55.9K - $62.1K
64.1K $4.35M
Activity Summary
Buys All Purchases 79 New Holdings 13 Increased Positions 66 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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