Winthrop Capital Management, LLC Top Holdings and 13F Report (2025) About Winthrop Capital Management, LLCInvestment ActivityWinthrop Capital Management, LLC has $395.63 thousand in total holdings as of June 30, 2025.Winthrop Capital Management, LLC owns shares of 352 different stocks, but just 41 companies or ETFs make up 80% of its holdings.Approximately 5.14% of the portfolio was purchased this quarter.About 2.84% of the portfolio was sold this quarter.This quarter, Winthrop Capital Management, LLC has purchased 332 new stocks and bought additional shares in 62 stocks.Winthrop Capital Management, LLC sold shares of 78 stocks and completely divested from 24 stocks this quarter.Largest Holdings Vanguard Information Technology ETF $30,794SPDR Portfolio Short Term Corporate Bond ETF $20,036Schwab US Large-Cap ETF $16,199Eli Lilly and Company $13,768Vanguard Financials ETF $13,366 Largest New Holdings this Quarter 037833100 - Apple $4,187 Holding023135106 - Amazon.com $3,098 Holding003263100 - abrdn Physical Precious Metals Basket Shares ETF $565 Holding003261104 - abrdn Bloomberg All Commodity Strategy K-1 Free ETF $471 Holding902494103 - Tyson Foods $350 Holding Largest Purchases this Quarter Apple 20,405 shares (about $4.19K)Amazon.com 14,120 shares (about $3.10K)Consumer Discretionary Select Sector SPDR Fund 11,631 shares (about $2.53K)iShares 0-3 Month Treasury Bond ETF 22,030 shares (about $2.22K)Vanguard Information Technology ETF 2,575 shares (about $1.71K) Largest Sales this Quarter Invesco S&P 500 Equal Weight Consumer Discretionary ETF 49,338 shares (about $2.63K)iShares Core MSCI EAFE ETF 8,556 shares (about $714.23)Schwab US Dividend Equity ETF 25,681 shares (about $680.54)iShares MSCI USA Min Vol Factor ETF 4,812 shares (about $451.71)Consumer Staples Select Sector SPDR Fund 5,348 shares (about $433.00) 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$30,794$1,708 ▲5.9%46,4277.8%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$20,036$194 ▲1.0%663,6565.1%ETFSCHXSchwab US Large-Cap ETF$16,199$91 ▼-0.6%662,8054.1%ETFLLYEli Lilly and Company$13,768$230 ▼-1.6%17,6613.5%MedicalVFHVanguard Financials ETF$13,366$641 ▲5.0%104,9943.4%ETFIEFAiShares Core MSCI EAFE ETF$13,011$714 ▼-5.2%155,8633.3%ETFSCHDSchwab US Dividend Equity ETF$12,569$681 ▼-5.1%474,3073.2%ETFRSPInvesco S&P 500 Equal Weight ETF$11,751$168 ▼-1.4%64,6573.0%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$10,665$26 ▼-0.2%97,3002.7%FinanceUSMViShares MSCI USA Min Vol Factor ETF$10,472$452 ▼-4.1%111,5572.6%ETFSPYSPDR S&P 500 ETF Trust$10,354$264 ▼-2.5%16,7582.6%FinanceXLCCommunication Services Select Sector SPDR Fund$9,851$94 ▲1.0%90,7692.5%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$8,850$177 ▼-2.0%106,7272.2%ETFXLVHealth Care Select Sector SPDR Fund$8,484$53 ▲0.6%62,9422.1%ETFXLYConsumer Discretionary Select Sector SPDR Fund$8,350$2,528 ▲43.4%38,4192.1%FinanceSCHFSchwab International Equity ETF$7,590$28 ▼-0.4%343,4361.9%ETFIVViShares Core S&P 500 ETF$6,918$483 ▲7.5%11,1421.7%ETFMSFTMicrosoft$6,700$6 ▼-0.1%13,4691.7%Computer and TechnologySPHYSPDR Portfolio High Yield Bond ETF$6,571$416 ▼-6.0%276,0741.7%ETFMBBiShares MBS ETF$6,549$314 ▼-4.6%69,7551.7%ETFNVDANVIDIA$6,490$264 ▼-3.9%41,0781.6%Computer and TechnologyVUGVanguard Growth ETF$5,976$163 ▲2.8%13,6321.5%ETFXLIIndustrial Select Sector SPDR Fund$5,865$2 ▼0.0%39,7591.5%ETFVTVVanguard Value ETF$5,338$419 ▼-7.3%30,2011.3%ETFSCHGSchwab U.S. Large-Cap Growth ETF$4,713$119 ▼-2.5%161,3381.2%ETFIEMGiShares Core MSCI Emerging Markets ETF$4,695$23 ▼-0.5%78,2041.2%ETFNEENextEra Energy$4,461$10 ▼-0.2%64,2581.1%UtilitiesSGOViShares 0-3 Month Treasury Bond ETF$4,423$2,218 ▲100.6%43,9301.1%ETFXLPConsumer Staples Select Sector SPDR Fund$4,412$433 ▼-8.9%54,4931.1%ETFAAPLApple$4,187$4,187 ▲New Holding20,4051.1%Computer and TechnologyPFFiShares Preferred and Income Securities ETF$3,868$7 ▼-0.2%126,0901.0%ETFJPMJPMorgan Chase & Co.$3,776$4 ▼-0.1%13,0251.0%FinanceGOOGLAlphabet$3,765$34 ▲0.9%21,3651.0%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$3,630$69 ▼-1.9%36,5930.9%FinanceXLEEnergy Select Sector SPDR Fund$3,483$326 ▲10.3%41,0650.9%ETFAMZNAmazon.com$3,098$3,098 ▲New Holding14,1200.8%Retail/WholesalePEPPepsiCo$2,981$17 ▲0.6%22,5790.8%Consumer StaplesSCHASchwab US Small-Cap ETF$2,916$115 ▼-3.8%115,2610.7%ETFXLUUtilities Select Sector SPDR Fund$2,689$217 ▲8.8%32,9340.7%ETFORCLOracle$2,252$1 ▲0.1%10,2990.6%Computer and TechnologyIEFiShares 7-10 Year Treasury Bond ETF$2,234$2 ▲0.1%23,3250.6%ETFITAiShares U.S. Aerospace & Defense ETF$2,195$134 ▼-5.8%11,6340.6%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$2,1270.0%40,3200.5%ManufacturingXLREReal Estate Select Sector SPDR Fund$1,931$25 ▼-1.3%46,6310.5%ETFIBMInternational Business Machines$1,872$6 ▲0.3%6,3520.5%Computer and TechnologySCHMSchwab U.S. Mid-Cap ETF$1,849$240 ▼-11.5%65,9120.5%ETFVVisa$1,805$64 ▼-3.4%5,0820.5%Business ServicesXLBMaterials Select Sector SPDR Fund$1,753$9 ▲0.5%19,9640.4%ETFSCHESchwab Emerging Markets Equity ETF$1,717$0 ▲0.0%56,9600.4%ETFVBKVanguard Small-Cap Growth ETF$1,621$70 ▲4.5%5,8520.4%ETFVTIVanguard Total Stock Market ETF$1,542$12 ▼-0.8%5,0730.4%ETFIJRiShares Core S&P Small-Cap ETF$1,535$10 ▼-0.7%14,0450.4%ETFIJHiShares Core S&P Mid-Cap ETF$1,495$0 ▲0.0%24,1050.4%ETFIVWiShares S&P 500 Growth ETF$1,485$0 ▲0.0%13,4920.4%ETFDISWalt Disney$1,420$32 ▼-2.2%11,4510.4%Consumer DiscretionaryXOMExxon Mobil$1,328$6 ▲0.5%12,3220.3%EnergySPLVInvesco S&P 500 Low Volatility ETF$1,3270.0%18,2280.3%ETFWMTWalmart$1,327$270 ▼-16.9%13,5690.3%Retail/WholesaleCCitigroup$1,291$1 ▲0.1%15,1650.3%Financial ServicesHONHoneywell International$1,290$29 ▼-2.2%5,5390.3%Multi-Sector ConglomeratesCMICummins$1,287$58 ▼-4.3%3,9300.3%Auto/Tires/TrucksCOSTCostco Wholesale$1,280$179 ▼-12.3%1,2930.3%Retail/WholesaleJNJJohnson & Johnson$1,256$275 ▼-18.0%8,2240.3%MedicalDUKDuke Energy$1,183$6 ▲0.5%10,0280.3%UtilitiesYUMYum! Brands$1,1820.0%7,9760.3%Retail/WholesaleJCIJohnson Controls International$1,097$2 ▼-0.2%10,3820.3%ConstructionPGProcter & Gamble$1,096$3 ▲0.3%6,8820.3%Consumer StaplesMRKMerck & Co., Inc.$1,049$80 ▼-7.1%13,2510.3%MedicalHDHome Depot$1,035$30 ▼-2.9%2,8240.3%Retail/WholesaleGLDSPDR Gold Shares$1,034$240 ▲30.2%3,3910.3%FinanceEMXCiShares MSCI Emerging Markets ex China ETF$967$191 ▼-16.5%15,3120.2%ManufacturingUSBU.S. Bancorp$949$3 ▼-0.4%20,9680.2%FinanceEQWLInvesco S&P 100 Equal Weight ETF$935$240 ▼-20.4%8,4980.2%ETFSCHHSchwab U.S. REIT ETF$891$48 ▼-5.1%42,1100.2%ETFVBVanguard Small-Cap ETF$8570.0%3,6160.2%ETFQCOMQUALCOMM$838$240 ▼-22.3%5,2620.2%Computer and TechnologyCVXChevron$828$86 ▼-9.4%5,7840.2%EnergyMETAMeta Platforms$796$54 ▲7.3%1,0780.2%Computer and TechnologyABBVAbbVie$788$300 ▲61.4%4,2470.2%MedicalTMOThermo Fisher Scientific$730$6 ▼-0.9%1,7990.2%MedicalWFCWells Fargo & Company$708$9 ▲1.3%8,8350.2%FinanceMDTMedtronic$682$2 ▼-0.3%7,8240.2%MedicalVCSHVanguard Short-Term Corporate Bond ETF$662$3 ▼-0.5%8,3280.2%ETFTXNTexas Instruments$658$12 ▲1.9%3,1680.2%Computer and TechnologyMCDMcDonald's$641$15 ▲2.3%2,1930.2%Retail/WholesaleLOWLowe's Companies$637$0 ▲0.0%2,8690.2%Retail/WholesaleCMCSAComcast$632$0 ▲0.0%17,7180.2%Consumer DiscretionarySLYGSPDR S&P 600 Small Cap Growth ETF$624$18 ▼-2.9%7,0300.2%ETFVOVanguard Mid-Cap ETF$6120.0%2,1880.2%ETFSCHBSchwab US Broad Market ETF$565$161 ▼-22.1%23,7000.1%ETFGLTRabrdn Physical Precious Metals Basket Shares ETF$565$565 ▲New Holding4,0900.1%ETFSPGIS&P Global$553$22 ▼-3.8%1,0500.1%FinanceTSMTaiwan Semiconductor Manufacturing$546$7 ▲1.2%2,4090.1%Computer and TechnologyCOPConocoPhillips$542$64 ▼-10.5%6,0440.1%EnergyIWMiShares Russell 2000 ETF$5410.0%2,5090.1%FinanceSUSuncor Energy$510$1 ▼-0.3%13,6160.1%EnergyAERAercap$499$40 ▼-7.4%4,2620.1%TransportationPNCThe PNC Financial Services Group$488$10 ▲2.1%2,6190.1%FinancePLDPrologis$473$3 ▲0.6%4,5030.1%FinanceBCIabrdn Bloomberg All Commodity Strategy K-1 Free ETF$471$471 ▲New Holding22,6540.1%ETFShowing 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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