Winthrop Capital Management, LLC Q4 2024 Filing

Filed February 13, 2025

Portfolio Value

$376K

Holdings

338

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (338 positions)

StockValue
XLKTECHNOLOGY SELECT SECTOR SPDR
$371K
SLBSCHLUMBERGER LTD.
$346K
PYPLPAYPAL HOLDINGS INCO
$341K
IWRISHARES RUSSELL MIDCAP INDEX FUND
$329K
PPGPPG INDUSTRIES INC.
$314K
GQ9SPDR GOLD TRUST
$303K
AMGNAMGEN INC.
$297K
DTEDTE ENERGY CO COM
$292K
SPGSIMON PROPERTY GROUP
$283K
IGLBISHARES LONG-TERM CORPORATE
$282K
IJKISHARES S&P 400 MID CAP GROWTH INDEX
$276K
ADPAUTOMATIC DATA PROCESSING
$271K
BRK/BBERKSHIRE HATHAWAY B
$255K
GISGENERAL MILLS INC.
$254K
BDXBECTON DICKINSON&CO
$252K
ADBEADOBE INC
$243K
VISVANGUARD INDUSTRIALS ETF
$237K
LMTLOCKHEED MARTIN CORP.
$228K
ABTABBOTT LABORATORIES
$220K
EFAMSCI EAFE INDEX
$209K
SLYVSPDR DJ S&P 600 SM/C ETF
$200K
VDCVANGUARD CONSUMER STAPLE ETF
$177K
IAU*ISHARES GOLD ETF
$168K
IJSISHARES S&P SMALL CAP VALUE
$165K
AMATAPPLIED MATERIALS
$162K
ITWILLINOIS TOOL WORKS INC.
$156K
SPYMSPDR PORTFOLIO LARGE CAP ETF
$150K
VTCVANGUARD SCOTTSDALE FDS TOTAL CORPORATE
$138K
TEVATEVA PHARMACEUTICAL INDUSTRIES ADR-EACH
$134K
VIGVANGUARD DIVIDEND APPREC ETF
$122K
PFFDGLOBAL X US PREFERRED ETF
$118K
UNPUNION PACIFIC CORP
$118K
CITCINTAS CORP
$112K
CATCATERPILLAR INC COM
$110K
TAT&T INC
$109K
IWBISHARES RUSSELL 1000
$107K
IGVISHARES NORTH AMERICAN TECH-
$107K
BMOBANK OF MONTREAL
$103K
SHELSHELL PLC
$100K
XLFFINANCIAL SELECT SECTOR SPDR
$99K
ESGVVANGUARD ESG U.S. STOCK ETF
$98K
VMBSVANGUARD MBS ET
$94K
ESGUISHARES ESG MSCI USA ETF
$93K
APDAIR PRODUCTS & CHEMICALS INC
$87K
BACVERIZON COMMUNICATIONS
$84K
IWFISHARES RUSSELL 1000 GROWTH
$81K
BABAALIBABA GROUP HOLDING
$79K
ITMVANECK VECTORS AMT-FREE INTERMEDIATE MUNI ETF
$77K
EIXEDISON INTERNATIONAL
$76K
IWORUSSELL 2000 GROWTH INDEX
$74K
DLTRDOLLAR TREE INC
$71K
4I1PHILIP MORRIS INTL
$68K
AXPAMERICAN EXPRESS CO
$68K
KMIKINDER MORGAN INC.
$67K
XLGINVESCO EXCHANGE TRADED FD TR S&P 500 TOP 50 ETF
$60K
OREALTY INCOME CORP
$59K
VRNAVERONA PHARMA
$58K
VYMVANGUARD HIGH DIVIDEND YIELD ETF
$54K
BILSPDR BLOOMBERG BARCLAYS
$51K
AEPAMER ELECTRIC PWR CO
$48K
RCLROYAL CARIBBEAN CRUISE
$48K
TLTISHARES 20 YEAR TREASURY BOND ETF
$45K
IUSVISHARES CORE S&P U.S. VALUE ETF
$45K
ARKKARK INNOVATION ETF
$44K
ECLECOLAB INC
$41K
AQLTDOW JONES SELECT DIVIDEND INDEX
$40K
TFCTRUIST FINANCIAL CORPORATION
$40K
PZAINVESCO NATIONAL AMT-FREE MUNI BOND ETF
$38K
MTUMISHARES EDGE MSCI USA MOMENT
$37K
GLWCORNING INC
$36K
VYMIVANGUARD INT HIGH DVD YLD ETF
$35K
SPIBSPDR PORTFOLIO INTERMEDIATE
$35K
QUALISHARES MSCI USA QUALITY FACTOR ETF
$35K
NWNNORTHWEST NATURAL HOLDIN
$35K
SCHZSCHWAB US AGGREGATE BOND ETF
$35K
NVONOVO NORDISK A/S
$29K
VSGXVANGUARD ESG INTERNATIONAL STOCK ETF
$28K
VGTVANGUARD INFORMATION TECHNOLOGY
$27K
BSVVANGUARD BOND INDEX FUND
$27K
ONEYSPDR RUSSELL 1000 YIELD FOCUS ETF
$25K
CSGPCOSTAR GROUP INC
$25K
ESGDISHARES ESG MSCI EAFE ETF
$25K
USIGISHARES BROAD USD IG CORPORATE BOND
$24K
PTONPELOTON INTERACTIVE INC
$23K
NEE 6.926 09/01/25NEXTERA ENERGY PFD
$23K
PGXPOWERSHARES PREFERRED
$22K
ESGEISHARES MSCI EM ESG OPTIMIZE
$21K
INBKFIRST INTERNET BANCORP
$21K
MMM3M COMPANY
$20K
KMBKIMBERLY-CLARK CORP
$20K
SMLVSPDR SSGA US SMALL CAP LOW
$19K
ZBHZIMMER HOLDINGS INC.
$19K
IBITISHARES BITCOIN ETF
$19K
IWSISHARES RUSSELL MID-CAP VALU
$18K
ETHAISHARES ETHEREUM TRUST
$18K
XOPSPDR S&P OIL & GAS EXP & PR
$17K
SIRISIRIUS XM HOLDINGS INC COM
$17K
SHMSPDR NUVEEN BLOOMBERG BARCLAYS SHORT TERM MUNI BON
$16K
NUSCNUVEEN ESG SMALL CAP ETF
$16K
XESSPDR S&P OIL & GAS EQUIPTMENT & SVCS ETF
$16K
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