Winthrop Capital Management, LLC Top Holdings and 13F Report (2024) → Bill Clinton Backing Biden Replacement??? (From The Freeport Society) (Ad) About Winthrop Capital Management, LLCInvestment ActivityWinthrop Capital Management, LLC has $217.04 thousand in total holdings as of March 31, 2024.Winthrop Capital Management, LLC owns shares of 163 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 7.18% of the portfolio was purchased this quarter.About 53,714.89% of the portfolio was sold this quarter.This quarter, Winthrop Capital Management, LLC has purchased 275 new stocks and bought additional shares in 55 stocks.Winthrop Capital Management, LLC sold shares of 24 stocks and completely divested from 142 stocks this quarter.Largest Holdings Vanguard Information Technology ETF $21,425SPDR Portfolio Short Term Corporate Bond ETF $19,423Eli Lilly and Company $13,678Invesco S&P 500 Equal Weight ETF $10,663Vanguard Financials ETF $10,141 Largest New Holdings this Quarter Eli Lilly and Company $13,678 HoldingFortinet $25 HoldingVerona Pharma $20 HoldingiShares MSCI USA Quality Factor ETF $4 HoldingiShares Broad USD High Yield Corporate Bond ETF $3 Holding Largest Purchases this Quarter Eli Lilly and Company 17,582 shares (about $13.68K)NextEra Energy 7,508 shares (about $479.84)Vanguard Intermediate-Term Corporate Bond ETF 3,142 shares (about $252.95)Invesco S&P 500 Equal Weight ETF 995 shares (about $168.52)SPDR Portfolio High Yield Bond ETF 6,103 shares (about $143.17) Largest Sales this Quarter SPDR S&P 500 ETF Trust 1,619 shares (about $846.87)SPDR Portfolio Short Term Corporate Bond ETF 14,648 shares (about $436.08)iShares Core MSCI EAFE ETF 5,492 shares (about $407.62)Vanguard Short-Term Corporate Bond ETF 3,387 shares (about $261.95)SPDR S&P China ETF 1,674 shares (about $110.14) 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$21,425$109 ▼-0.5%40,8619.9%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$19,423$436 ▼-2.2%652,4298.9%ETFLLYEli Lilly and Company$13,678$13,678 ▲New Holding17,5826.3%MedicalRSPInvesco S&P 500 Equal Weight ETF$10,663$169 ▲1.6%62,9584.9%ETFVFHVanguard Financials ETF$10,141$77 ▲0.8%99,0434.7%ETFIEFAiShares Core MSCI EAFE ETF$10,128$408 ▼-3.9%136,4584.7%ETFUSMViShares MSCI USA Min Vol Factor ETF$9,820$7 ▲0.1%117,4914.5%ETFSPYSPDR S&P 500 ETF Trust$9,167$847 ▼-8.5%17,5254.2%FinanceVCITVanguard Intermediate-Term Corporate Bond ETF$8,317$253 ▲3.1%103,3083.8%ETFXLVHealth Care Select Sector SPDR Fund$8,124$18 ▲0.2%54,9953.7%ETFXLCCommunication Services Select Sector SPDR Fund$7,221$3 ▼0.0%88,4293.3%ETFSPHYSPDR Portfolio High Yield Bond ETF$6,461$143 ▲2.3%275,4253.0%ETFXLPConsumer Staples Select Sector SPDR Fund$5,275$12 ▲0.2%69,0782.4%ETFXLYConsumer Discretionary Select Sector SPDR Fund$5,187$4 ▲0.1%28,2092.4%FinanceXLIIndustrial Select Sector SPDR Fund$5,088$6 ▼-0.1%40,3932.3%ETFVTVVanguard Value ETF$4,710$18 ▼-0.4%28,9232.2%ETFVUGVanguard Growth ETF$4,553$43 ▼-0.9%13,2292.1%ETFNEENextEra Energy$4,038$480 ▲13.5%63,1821.9%UtilitiesIEMGiShares Core MSCI Emerging Markets ETF$3,881$10 ▼-0.2%75,2131.8%ETFAAPLApple$3,588$72 ▼-2.0%20,9261.7%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$3,317$34 ▲1.0%35,1321.5%ETFGOOGLAlphabet$2,869$28 ▲1.0%19,0071.3%Computer and TechnologyJPMJPMorgan Chase & Co.$2,617$28 ▲1.1%13,0661.2%FinanceXLUUtilities Select Sector SPDR Fund$2,427$15 ▲0.6%36,9671.1%ETFAMZNAmazon.com$2,331$73 ▼-3.1%12,9251.1%Retail/WholesaleXLBMaterials Select Sector SPDR Fund$1,937$14 ▲0.7%20,8540.9%ETFMRKMerck & Co., Inc.$1,719$21 ▲1.2%13,0250.8%MedicalJNJJohnson & Johnson$1,475$12 ▲0.8%9,3260.7%MedicalXOMExxon Mobil$1,401$74 ▲5.6%12,0730.6%Oils/EnergyVVisa$1,369$11 ▲0.8%4,9050.6%Business ServicesVTIVanguard Total Stock Market ETF$1,317$68 ▲5.4%5,0690.6%ETFORCLOracle$1,268$38 ▼-2.9%10,0910.6%Computer and TechnologySPLVInvesco S&P 500 Low Volatility ETF$1,235$102 ▲9.0%18,7520.6%ETFEMXCiShares MSCI Emerging Markets ex China ETF$1,172$16 ▲1.3%20,3520.5%ManufacturingEQWLInvesco S&P 100 Equal Weight ETF$1,133$3 ▼-0.2%11,9380.5%ETFCOSTCostco Wholesale$1,121$10 ▲0.9%1,5300.5%Retail/WholesaleYUMYum! Brands$1,1130.0%8,0280.5%Retail/WholesaleGXCSPDR S&P China ETF$1,102$110 ▼-9.1%16,7490.5%ETFXLREReal Estate Select Sector SPDR Fund$1,017$18 ▼-1.7%25,7250.5%ETFDUKDuke Energy$836$9 ▲1.1%8,6440.4%UtilitiesVBVanguard Small-Cap ETF$8020.0%3,5080.4%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$802$63 ▼-7.3%9,1960.4%ETFCOPConocoPhillips$752$6 ▲0.8%5,9090.3%Oils/EnergyCMCSAComcast$748$6 ▲0.8%17,2630.3%Consumer DiscretionaryMDTMedtronic$674$8 ▲1.2%7,7340.3%MedicalVCSHVanguard Short-Term Corporate Bond ETF$612$262 ▼-30.0%7,9130.3%ETFSLYVSPDR S&P 600 Small CapValue ETF$579$24 ▼-4.0%6,9830.3%ETFBCIabrdn Bloomberg All Commodity Strategy K-1 Free ETF$497$39 ▼-7.3%25,4840.2%ETFGOOGAlphabet$4920.0%3,2320.2%Computer and TechnologyABBVAbbVie$468$10 ▲2.2%2,5680.2%MedicalSPGIS&P Global$406$5 ▲1.2%9550.2%Business ServicesGLTRAberdeen Standard Physical Precious Metals Basket Shares ETF$3860.0%4,0900.2%ETFAERAerCap$346$4 ▲1.1%3,9830.2%FinanceTFCTruist Financial$329$49 ▼-13.0%8,4360.2%FinanceYUMCYum China$3150.0%7,9260.1%Retail/WholesaleXLKTechnology Select Sector SPDR Fund$2930.0%1,4070.1%ETFVISVanguard Industrials ETF$2820.0%1,1530.1%ETFBDXBecton, Dickinson and Company$274$2 ▲0.9%1,1080.1%MedicalADBEAdobe$258$3 ▲1.0%5110.1%Computer and TechnologyBRK.BBerkshire Hathaway$231$42 ▲22.2%5500.1%FinancePYPLPayPal$229$2 ▲0.7%3,4120.1%Computer and TechnologyADPAutomatic Data Processing$218$8 ▲3.9%8730.1%Business ServicesAMATApplied Materials$196$6 ▲2.9%9510.1%Computer and TechnologyPZAInvesco National AMT-Free Municipal Bond ETF$1840.0%7,7120.1%ETFVDCVanguard Consumer Staples ETF$1830.0%8940.1%ETFEQIXEquinix$162$2 ▲1.0%1960.1%FinanceITMVanEck Intermediate Muni ETF$1570.0%3,3740.1%ETFMETAMeta Platforms$149$65 ▲77.5%3070.1%Computer and TechnologySPLGSPDR Portfolio S&P 500 ETF$1460.0%2,3680.1%ETFIAUiShares Gold Trust$1430.0%3,4000.1%FinanceVTCVanguard Total Corporate Bond Fund$138$97 ▼-41.4%1,7990.1%ETFPFFDGlobal X U.S. Preferred ETF$132$4 ▲3.4%6,5370.1%ETFBMOBank of Montreal$98$3 ▲3.5%1,0070.0%FinanceVZVerizon Communications$97$2 ▲1.8%2,3090.0%Computer and TechnologyVMBSVanguard Mortgage-Backed Securities ETF$940.0%2,0640.0%ETFBABAAlibaba Group$87$7 ▲9.1%1,2040.0%Retail/WholesaleSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$870.0%2,6630.0%ETFESGUiShares ESG Aware MSCI USA ETF$840.0%7300.0%ManufacturingTAT&T$81$1 ▲1.5%4,5980.0%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$770.0%1,8350.0%ETFAPDAir Products and Chemicals$69$2 ▲3.6%2870.0%Basic MaterialsMCHIiShares MSCI China ETF$63$15 ▼-19.2%1,5780.0%ETFMAMastercard$59$1 ▲2.5%1230.0%Business ServicesAXPAmerican Express$520.0%2300.0%FinanceBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$51$3 ▲5.5%5590.0%ETFXLGInvesco S&P 500 Top 50 ETF$510.0%1,2000.0%ETFAEPAmerican Electric Power$45$5 ▲12.1%5200.0%UtilitiesKMIKinder Morgan$41$1 ▲3.8%2,2610.0%Oils/EnergySHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$410.0%8670.0%FinanceARKKARK Innovation ETF$380.0%7620.0%ETFNWNNorthwest Natural$340.0%9000.0%UtilitiesCSGPCoStar Group$340.0%3510.0%Computer and TechnologyGLDSPDR Gold Shares$310.0%1700.0%FinancePCYInvesco Emerging Markets Sovereign Debt ETF$300.0%1,4720.0%ETFRCLRoyal Caribbean Cruises$29$1 ▲5.0%2100.0%Consumer DiscretionaryIOTSamsara$280.0%7440.0%Computer and TechnologyESGDiShares ESG Aware MSCI EAFE ETF$260.0%3230.0%ManufacturingFTNTFortinet$25$25 ▲New Holding3690.0%Computer and TechnologyZBHZimmer Biomet$24$8 ▲50.0%1800.0%MedicalONEYSPDR Russell 1000 Yield Focus ETF$230.0%2240.0%ETFShowing largest 100 holdings. 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