Winthrop Capital Management, LLC

13F Portfolio Filings

Latest portfolio report
Q1 2024 - May 8, 2024
Value $
$216M
Signature - Title
John C. Swhear - Compliance Consultant
Location
10201 N. Illinois, Carmel, Indiana
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2024 135 $216M +$15.5M -$118M -$103M VGT, SPSB, LLY, RSP, VFH, IEFA 13F-HR 5/8/2024, 01:03 PM
Q4 2023 274 $300M VGT, SPSB, SCHX, SCHD, LQD, IEFA 13F-HR 2/9/2024, 03:27 PM