Winthrop Capital Management, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 4, 2024
Value $
$210M
Signature - Title
John C. Swhear - Compliance Consultant
Location
Carmel, IN
Summary
This page shows a list of all the recent 13F filings made by Winthrop Capital Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Winthrop Capital Management, LLC reported 157 stock holdings with total value $210M as of Q3 2024. Top holdings included VGT, SPSB, RSP, USMV, and VFH.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 157 $210M +$9.15M -$10.5M -$1.39M VGT, SPSB, RSP, USMV, VFH 13F-HR 11/4/2024, 12:30 PM
Q2 2024 158 $200M +$9.81M -$30.6M -$20.8M VGT, SPSB, RSP, VFH, IEFA 13F-HR 8/9/2024, 09:08 AM
Q1 2024 163 $217M +$15.6M -$118M -$103M VGT, SPSB, LLY, RSP, VFH 13F-HR 5/8/2024, 01:03 PM
Q4 2023 275 $300M $0 $0 VGT, SPSB, SCHX, SCHD, LQD 13F-HR 2/9/2024, 03:27 PM