Winthrop Capital Management, LLC Top Holdings and 13F Report (2025) About Winthrop Capital Management, LLCInvestment ActivityWinthrop Capital Management, LLC has $363.51 thousand in total holdings as of March 31, 2025.Winthrop Capital Management, LLC owns shares of 332 different stocks, but just 40 companies or ETFs make up 80% of its holdings.Approximately 3.11% of the portfolio was purchased this quarter.About 4.92% of the portfolio was sold this quarter.This quarter, Winthrop Capital Management, LLC has purchased 338 new stocks and bought additional shares in 88 stocks.Winthrop Capital Management, LLC sold shares of 74 stocks and completely divested from 56 stocks this quarter.Largest Holdings Vanguard Information Technology ETF $23,784SPDR Portfolio Short Term Corporate Bond ETF $19,783Eli Lilly and Company $14,830Schwab US Large-Cap ETF $14,717Schwab US Dividend Equity ETF $13,980 Largest New Holdings this Quarter 874039100 - Taiwan Semiconductor Manufacturing $395 Holding46641Q837 - JPMorgan Ultra-Short Income ETF $343 Holding47103U886 - Janus Henderson Short Duration Income ETF $336 Holding03743Q108 - APA $176 Holding83406F102 - SoFi Technologies $21 Holding Largest Purchases this Quarter Health Care Select Sector SPDR Fund 12,806 shares (about $1.87K)Vanguard Financials ETF 14,355 shares (about $1.71K)iShares Core MSCI EAFE ETF 16,229 shares (about $1.23K)iShares iBoxx $ Investment Grade Corporate Bond ETF 4,120 shares (about $447.78)Vanguard Information Technology ETF 765 shares (about $414.91) Largest Sales this Quarter iShares Biotechnology ETF 17,216 shares (about $2.19K)Consumer Discretionary Select Sector SPDR Fund 2,255 shares (about $445.31)Vanguard Value ETF 2,008 shares (about $346.85)Telefónica 317,390 shares (about $315.72)Utilities Select Sector SPDR Fund 3,731 shares (about $294.21) Sector Allocation Over TimeMap of 500 Largest Holdings ofWinthrop Capital Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVGTVanguard Information Technology ETF$23,784$415 ▲1.8%43,8526.5%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$19,783$230 ▲1.2%657,2415.4%ETFLLYEli Lilly and Company$14,830$62 ▲0.4%17,9564.1%MedicalSCHXSchwab US Large-Cap ETF$14,717$249 ▼-1.7%666,5244.0%ETFSCHDSchwab US Dividend Equity ETF$13,980$196 ▼-1.4%499,9883.8%ETFIEFAiShares Core MSCI EAFE ETF$12,438$1,228 ▲11.0%164,4193.4%ETFVFHVanguard Financials ETF$11,942$1,715 ▲16.8%99,9623.3%ETFRSPInvesco S&P 500 Equal Weight ETF$11,361$36 ▼-0.3%65,5823.1%ETFUSMViShares MSCI USA Min Vol Factor ETF$10,899$217 ▼-2.0%116,3693.0%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$10,601$448 ▲4.4%97,5392.9%FinanceSPYSPDR S&P 500 ETF Trust$9,614$153 ▼-1.6%17,1862.6%FinanceXLVHealth Care Select Sector SPDR Fund$9,132$1,870 ▲25.7%62,5462.5%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$8,900$139 ▲1.6%108,8612.4%ETFXLCCommunication Services Select Sector SPDR Fund$8,671$253 ▼-2.8%89,9032.4%ETFSPHYSPDR Portfolio High Yield Bond ETF$6,875$255 ▲3.8%293,5671.9%ETFMBBiShares MBS ETF$6,856$2 ▲0.0%73,1021.9%ETFSCHFSchwab International Equity ETF$6,818$38 ▲0.6%344,6821.9%ETFIVViShares Core S&P 500 ETF$5,824$14 ▼-0.2%10,3641.6%ETFVTVVanguard Value ETF$5,626$347 ▼-5.8%32,5701.5%ETFXLYConsumer Discretionary Select Sector SPDR Fund$5,290$445 ▼-7.8%26,7881.5%FinanceXLIIndustrial Select Sector SPDR Fund$5,213$168 ▲3.3%39,7711.4%ETFMSFTMicrosoft$5,061$283 ▲5.9%13,4811.4%Computer and TechnologyVUGVanguard Growth ETF$4,917$7 ▼-0.1%13,2611.4%ETFXLPConsumer Staples Select Sector SPDR Fund$4,887$17 ▼-0.3%59,8411.3%ETFNVDANVIDIA$4,633$193 ▲4.3%42,7461.3%Computer and TechnologyNEENextEra Energy$4,566$22 ▲0.5%64,4051.3%UtilitiesIEMGiShares Core MSCI Emerging Markets ETF$4,242$61 ▼-1.4%78,5921.2%ETFSCHGSchwab U.S. Large-Cap Growth ETF$4,142$88 ▼-2.1%165,4211.1%ETFPFFiShares Preferred and Income Securities ETF$3,882$6 ▼-0.2%126,3201.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$3,689$103 ▼-2.7%37,2931.0%FinanceXLEEnergy Select Sector SPDR Fund$3,478$163 ▼-4.5%37,2171.0%ETFPEPPepsiCo$3,367$61 ▲1.8%22,4530.9%Consumer StaplesGOOGLAlphabet$3,274$133 ▲4.2%21,1740.9%Computer and TechnologyJPMJPMorgan Chase & Co.$3,199$57 ▲1.8%13,0400.9%FinanceSCHASchwab US Small-Cap ETF$2,807$6 ▼-0.2%119,7870.8%ETFRSPDInvesco S&P 500 Equal Weight Consumer Discretionary ETF$2,746$46 ▼-1.7%55,0320.8%ETFXLUUtilities Select Sector SPDR Fund$2,387$294 ▼-11.0%30,2710.7%ETFIEFiShares 7-10 Year Treasury Bond ETF$2,223$340 ▲18.0%23,3090.6%ETFSGOViShares 0-3 Month Treasury Bond ETF$2,205$44 ▲2.0%21,9000.6%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$2,112$334 ▲18.8%40,3200.6%ManufacturingXLREReal Estate Select Sector SPDR Fund$1,976$97 ▲5.2%47,2250.5%ETFSCHMSchwab U.S. Mid-Cap ETF$1,951$34 ▼-1.7%74,4820.5%ETFITAiShares U.S. Aerospace & Defense ETF$1,890$33 ▲1.8%12,3460.5%ETFVVisa$1,845$55 ▲3.1%5,2630.5%Business ServicesXLBMaterials Select Sector SPDR Fund$1,708$5 ▼-0.3%19,8640.5%ETFJNJJohnson & Johnson$1,663$39 ▲2.4%10,0250.5%MedicalIBMInternational Business Machines$1,575$8 ▼-0.5%6,3330.4%Computer and TechnologySCHESchwab Emerging Markets Equity ETF$1,570$22 ▼-1.4%56,9520.4%ETFIJRiShares Core S&P Small-Cap ETF$1,479$61 ▼-3.9%14,1390.4%ETFXOMExxon Mobil$1,458$7 ▲0.5%12,2620.4%EnergyORCLOracle$1,439$46 ▼-3.1%10,2930.4%Computer and TechnologyWMTWalmart$1,434$32 ▼-2.2%16,3320.4%Retail/WholesaleVBKVanguard Small-Cap Growth ETF$1,409$1 ▼-0.1%5,5980.4%ETFIJHiShares Core S&P Mid-Cap ETF$1,406$25 ▼-1.8%24,0970.4%ETFVTIVanguard Total Stock Market ETF$1,405$15 ▲1.1%5,1130.4%ETFCOSTCostco Wholesale$1,394$147 ▼-9.5%1,4740.4%Retail/WholesaleSPLVInvesco S&P 500 Low Volatility ETF$1,3620.0%18,2280.4%ETFCMICummins$1,288$30 ▲2.4%4,1080.4%Auto/Tires/TrucksMRKMerck & Co., Inc.$1,280$25 ▲2.0%14,2640.4%MedicalYUMYum! Brands$1,255$1 ▲0.1%7,9760.3%Retail/WholesaleIVWiShares S&P 500 Growth ETF$1,252$18 ▼-1.4%13,4900.3%ETFDUKDuke Energy$1,217$29 ▲2.4%9,9800.3%UtilitiesHONHoneywell International$1,199$33 ▲2.9%5,6640.3%Multi-Sector ConglomeratesPGProcter & Gamble$1,170$15 ▲1.3%6,8630.3%Consumer StaplesDISWalt Disney$1,156$36 ▲3.2%11,7100.3%Consumer DiscretionaryEQWLInvesco S&P 100 Equal Weight ETF$1,1000.0%10,6750.3%ETFCCitigroup$1,076$41 ▲4.0%15,1560.3%FinanceCVXChevron$1,068$27 ▲2.6%6,3860.3%EnergyHDHome Depot$1,065$10 ▲0.9%2,9070.3%Retail/WholesaleQCOMQUALCOMM$1,040$40 ▲4.0%6,7710.3%Computer and TechnologyEMXCiShares MSCI Emerging Markets ex China ETF$1,0100.0%18,3380.3%ManufacturingSCHHSchwab U.S. REIT ETF$955$0 ▲0.0%44,3900.3%ETFTMOThermo Fisher Scientific$903$5 ▲0.6%1,8150.2%MedicalUSBU.S. Bancorp$888$88 ▼-9.0%21,0430.2%FinanceJCIJohnson Controls International$833$26 ▲3.2%10,3980.2%ConstructionPFEPfizer$820$6 ▼-0.7%32,3600.2%MedicalVBVanguard Small-Cap ETF$8020.0%3,6160.2%ETFGLDSPDR Gold Shares$750$388 ▲107.0%2,6040.2%FinanceCOPConocoPhillips$709$23 ▲3.4%6,7550.2%EnergyMDTMedtronic$705$28 ▲4.2%7,8450.2%MedicalMCDMcDonald's$669$4 ▼-0.6%2,1430.2%Retail/WholesaleLOWLowe's Companies$669$24 ▲3.7%2,8680.2%Retail/WholesaleVCSHVanguard Short-Term Corporate Bond ETF$661$37 ▲5.9%8,3700.2%ETFSCHBSchwab US Broad Market ETF$655$1 ▲0.2%30,4390.2%ETFCMCSAComcast$654$10 ▲1.5%17,7110.2%Consumer DiscretionaryWFCWells Fargo & Company$626$194 ▼-23.6%8,7190.2%FinanceSLYGSPDR S&P 600 Small Cap Growth ETF$601$27 ▼-4.3%7,2370.2%ETFMETAMeta Platforms$579$226 ▲64.2%1,0050.2%Computer and TechnologyVOVanguard Mid-Cap ETF$5660.0%2,1880.2%ETFTXNTexas Instruments$559$5 ▼-0.8%3,1080.2%Computer and TechnologySPGIS&P Global$554$26 ▲5.0%1,0910.2%Business ServicesABBVAbbVie$5510.0%2,6320.2%MedicalSUSuncor Energy$529$14 ▲2.6%13,6540.1%EnergyIWMiShares Russell 2000 ETF$5010.0%2,5090.1%FinancePLDPrologis$500$20 ▲4.1%4,4740.1%FinanceAERAerCap$470$22 ▲4.9%4,6020.1%TransportationPNCThe PNC Financial Services Group$451$1 ▲0.2%2,5640.1%FinanceYUMCYum China$4130.0%7,9260.1%Retail/WholesaleEEMiShares MSCI Emerging Markets ETF$4030.0%9,2160.1%FinanceSLBSchlumberger$398$16 ▲4.1%9,5320.1%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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