Winthrop Capital Management, LLC Diversified Active

CIK: 0002010657 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Aug 9, 2024

Total Value ($000): $200 (100.0% shares, 0.0% debt)

Holdings (159)

VGT VANGUARD INFORMATION TECHNOLOGY 12.0%
Value ($000) $24 Shares 41,713 Est. Cost $474.12 Unrealized
SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BOND 9.7%
Value ($000) $19 Shares 655,716 Est. Cost $29.78 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 5.3%
Value ($000) $11 Shares 64,687 Est. Cost $151.16 Unrealized
VFH VANGUARD FINANCIALS ETF 5.0%
Value ($000) $10 Shares 100,032 Est. Cost $92.26 Unrealized
IEFA ISHARES CORE MSCI EAFE 5.0%
Value ($000) $10 Shares 137,498 Est. Cost $70.35 Unrealized
USMV ISHARES MSCI USA MINIMUM VOLATILITY ETF 5.0%
Value ($000) $10 Shares 118,057 Est. Cost $78.03 Unrealized
SPY S&P 500 INDEX 4.7%
Value ($000) $9 Shares 17,134 Est. Cost $336.28 Unrealized
VCIT VANGUARD INTERMEDIATE CORP BOND ETF 4.2%
Value ($000) $8 Shares 106,147 Est. Cost $76.70 Unrealized
XLC COMMUNICATIONS SERVICES SELECT SECTOR SPDR 4.0%
Value ($000) $8 Shares 94,404 Est. Cost $68.07 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR 3.8%
Value ($000) $8 Shares 52,743 Est. Cost $136.38 Unrealized
SPHY SPDR PORTFOLIO HIGH YIELD BOND ETF 3.2%
Value ($000) $6 Shares 278,036 Est. Cost $22.86 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR 2.6%
Value ($000) $5 Shares 28,814 Est. Cost $175.06 Unrealized
NVDA NVIDIA CORP 2.4%
Value ($000) $5 Shares 39,607 Est. Cost $101.05 Unrealized 0.0%
XLI INDUSTRIAL SELECT SECTOR SPDR ETF 2.4%
Value ($000) $5 Shares 39,619 Est. Cost $113.99 Unrealized
XLP SECTOR SPDR CONSUMER STAPLES 2.3%
Value ($000) $5 Shares 60,631 Est. Cost $72.03 Unrealized
NEE NEXTERA ENERGY INC 2.2%
Value ($000) $4 Shares 63,336 Est. Cost $53.69 Unrealized +25.9%
AAPL APPLE INC. 2.2%
Value ($000) $4 Shares 21,065 Est. Cost $182.81 Unrealized +1.3%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 2.0%
Value ($000) $4 Shares 73,183 Est. Cost $50.58 Unrealized
XLE ENERGY SELECT SECTOR SPDR 1.8%
Value ($000) $4 Shares 39,326 Est. Cost $74.15 Unrealized
GOOGL ALPHABET INC. CLASS A 1.7%
Value ($000) $3 Shares 18,767 Est. Cost $133.35 Unrealized +25.5%
AMZN AMAZON.COM INC. 1.3%
Value ($000) $3 Shares 13,033 Est. Cost $140.18 Unrealized +31.0%
JPM JP MORGAN CHASE & CO. 1.3%
Value ($000) $3 Shares 12,441 Est. Cost $145.20 Unrealized +30.3%
XLU UTILITIES SELECT SECTOR SPDR FUND 1.2%
Value ($000) $2 Shares 34,587 Est. Cost $63.33 Unrealized
MRK MERCK & CO. 0.8%
Value ($000) $2 Shares 13,243 Est. Cost $97.44 Unrealized +24.9%
ORCL ORACLE CORP. 0.7%
Value ($000) $1 Shares 10,191 Est. Cost $106.71 Unrealized +14.6%
XLB MATERIALS SELECT SECTOR SPDR ETF 0.7%
Value ($000) $1 Shares 16,088 Est. Cost $85.54 Unrealized
XOM EXXON MOBIL CORP. 0.7%
Value ($000) $1 Shares 12,126 Est. Cost $97.61 Unrealized +12.8%
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $1 Shares 9,331 Est. Cost $143.59 Unrealized -1.5%
COST COSTCO WHOLESALE CORP 0.7%
Value ($000) $1 Shares 1,540 Est. Cost $573.49 Unrealized +34.9%
V VISA INC 0.6%
Value ($000) $1 Shares 4,941 Est. Cost $242.67 Unrealized +11.6%
SPLV POWERSHARES S&P 500 LOW VOLATILITY ETF 0.6%
Value ($000) $1 Shares 18,228 Est. Cost $57.48 Unrealized
EMXC ISHARES MSCI EMERGING 0.6%
Value ($000) $1 Shares 19,481 Est. Cost $54.67 Unrealized
EQWL INVESCO S&P 100 EQUAL WEIGHT ETF 0.6%
Value ($000) $1 Shares 11,943 Est. Cost $87.56 Unrealized
WFC WELLS FARGO & CO. 0.5%
Value ($000) $1 Shares 17,496 Est. Cost $56.87 Unrealized 0.0%
XLRE REAL ESTATE SELECT SECTOR SPDR 0.5%
Value ($000) $1 Shares 26,731 Est. Cost $38.55 Unrealized
DUK DUKE ENERGY CORP 0.4%
Value ($000) $1 Shares 8,792 Est. Cost $84.07 Unrealized +12.1%
SLYG SPDR S&P 600 SMALL CAP 0.4%
Value ($000) $1 Shares 9,575 Est. Cost $80.33 Unrealized
GXC SPDR S&P CHINA ETF 0.3%
Value ($000) $1 Shares 10,151 Est. Cost $68.12 Unrealized
COP CONOCOPHILLIPS 0.3%
Value ($000) $1 Shares 5,978 Est. Cost $109.79 Unrealized +5.1%
CMCSA COMCAST CORP 0.3%
Value ($000) $1 Shares 16,376 Est. Cost $40.09 Unrealized -7.4%
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX 0.3%
Value ($000) $1 Shares 7,824 Est. Cost $77.37 Unrealized
SLYV SPDR DJ S&P 600 SM/C ETF 0.3%
Value ($000) $1 Shares 7,307 Est. Cost $79.62 Unrealized
MDT MEDTRONIC INC. 0.2%
Value ($000) $0 Shares 6,295 Est. Cost $71.57 Unrealized +9.1%
NKE NIKE INC. 0.2%
Value ($000) $0 Shares 6,321 Est. Cost $89.70 Unrealized 0.0%
BCI ABERDEEN STANDARD BLOOMBERG ALL COMMODITY STRATEGY K-1 FR ETF 0.2%
Value ($000) $0 Shares 22,654 Est. Cost $19.36 Unrealized
ABBV ABBVIE INC. 0.2%
Value ($000) $0 Shares 2,627 Est. Cost $136.76 Unrealized +14.9%
SPGI S&P GLOBAL INC 0.2%
Value ($000) $0 Shares 967 Est. Cost $389.10 Unrealized +8.9%
GLTR ABERDEEN STANDARD PHYSICAL PRECIOUS METALS BASKET SHARES ETF 0.2%
Value ($000) $0 Shares 4,090 Est. Cost $91.02 Unrealized
GOOG ALPHABET INC CLASS C 0.2%
Value ($000) $0 Shares 2,232 Est. Cost $134.68 Unrealized +25.4%
XLK TECHNOLOGY SELECT SECTOR SPDR 0.2%
Value ($000) $0 Shares 1,506 Est. Cost $179.84 Unrealized
AMGN AMGEN INC. 0.2%
Value ($000) $0 Shares 1,000 Est. Cost $279.32 Unrealized 0.0%
ADBE ADOBE INC 0.1%
Value ($000) $0 Shares 458 Est. Cost $576.76 Unrealized -16.0%
YUMC YUM CHINA HOLDINGS I 0.1%
Value ($000) $0 Shares 7,926 Est. Cost $46.55 Unrealized -21.4%
BDX BECTON DICKINSON&CO 0.1%
Value ($000) $0 Shares 1,027 Est. Cost $236.50 Unrealized -3.6%
AMAT APPLIED MATERIALS 0.1%
Value ($000) $0 Shares 986 Est. Cost $147.54 Unrealized +43.3%
BRK/B BERKSHIRE HATHAWAY B 0.1%
Value ($000) $0 Shares 562 Est. Cost $359.76 Unrealized +13.6%
VIS VANGUARD INDUSTRIALS ETF 0.1%
Value ($000) $0 Shares 962 Est. Cost $220.41 Unrealized
ADP AUTOMATIC DATA PROCESSING 0.1%
Value ($000) $0 Shares 924 Est. Cost $223.28 Unrealized +6.0%
META META PLATFORMS INC 0.1%
Value ($000) $0 Shares 405 Est. Cost $401.73 Unrealized +20.3%
ABT ABBOTT LABORATORIES 0.1%
Value ($000) $0 Shares 1,965 Est. Cost $102.94 Unrealized 0.0%
PYPL PAYPAL HOLDINGS INCO 0.1%
Value ($000) $0 Shares 3,126 Est. Cost $57.15 Unrealized +11.0%
VDC VANGUARD CONSUMER STAPLE ETF 0.1%
Value ($000) $0 Shares 838 Est. Cost $190.96 Unrealized
EQIX EQUINIX INC 0.1%
Value ($000) $0 Shares 201 Est. Cost $734.41 Unrealized -0.3%
SPYM SPDR PORTFOLIO LARGE CAP ETF 0.1%
Value ($000) $0 Shares 2,172 Est. Cost $55.90 Unrealized
VTC VANGUARD SCOTTSDALE FDS TOTAL CORPORATE 0.1%
Value ($000) $0 Shares 1,768 Est. Cost $77.49 Unrealized
PFFD GLOBAL X US PREFERRED ETF 0.1%
Value ($000) $0 Shares 6,107 Est. Cost $18.75 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR 0.0%
Value ($000) $0 Shares 2,405 Est. Cost $28.70 Unrealized
VZ VERIZON COMMUNICATIONS 0.0%
Value ($000) $0 Shares 2,314 Est. Cost $31.08 Unrealized +17.3%
VMBS VANGUARD MBS ET 0.0%
Value ($000) $0 Shares 2,064 Est. Cost $46.36 Unrealized
T AT&T INC 0.0%
Value ($000) $0 Shares 4,673 Est. Cost $14.27 Unrealized +13.3%
BMO BANK OF MONTREAL 0.0%
Value ($000) $0 Shares 1,058 Est. Cost $77.36 Unrealized +10.3%
ESGU ISHARES ESG MSCI USA ETF 0.0%
Value ($000) $0 Shares 730 Est. Cost $104.92 Unrealized
SPIB SPDR PORTFOLIO INTERMEDIATE 0.0%
Value ($000) $0 Shares 2,663 Est. Cost $32.83 Unrealized
BABA ALIBABA GROUP HOLDING 0.0%
Value ($000) $0 Shares 1,203 Est. Cost $71.08 Unrealized
APD AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $0 Shares 302 Est. Cost $257.49 Unrealized -5.9%
ITM VANECK VECTORS AMT-FREE INTERMEDIATE MUNI ETF 0.0%
Value ($000) $0 Shares 1,663 Est. Cost $47.03 Unrealized
XLG INVESCO EXCHANGE TRADED FD TR S&P 500 TOP 50 ETF 0.0%
Value ($000) $0 Shares 1,200 Est. Cost $37.72 Unrealized
MA MASTERCARD INC 0.0%
Value ($000) $0 Shares 123 Est. Cost $398.47 Unrealized +13.3%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $0 Shares 230 Est. Cost $156.99 Unrealized +44.8%
BIL SPDR BLOOMBERG BARCLAYS 0.0%
Value ($000) $0 Shares 559 Est. Cost $86.65 Unrealized
KMI KINDER MORGAN INC. 0.0%
Value ($000) $0 Shares 2,397 Est. Cost $15.50 Unrealized +14.4%
AEP AMER ELECTRIC PWR CO 0.0%
Value ($000) $0 Shares 520 Est. Cost $72.18 Unrealized +14.5%
ECL ECOLAB INC 0.0%
Value ($000) $0 Shares 168 Est. Cost $227.14 Unrealized 0.0%
TFC TRUIST FINANCIAL CORPORATION 0.0%
Value ($000) $0 Shares 1,019 Est. Cost $28.22 Unrealized +23.8%
PZA INVESCO NATIONAL AMT-FREE MUNI BOND ETF 0.0%
Value ($000) $0 Shares 1,626 Est. Cost $24.18 Unrealized
GLD SPDR GOLD TRUST 0.0%
Value ($000) $0 Shares 170 Est. Cost $191.17 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $0 Shares 926 Est. Cost $158.76 Unrealized +1.7%
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $0 Shares 762 Est. Cost $52.37 Unrealized
RCL ROYAL CARIBBEAN CRUISE 0.0%
Value ($000) $0 Shares 210 Est. Cost $101.24 Unrealized +39.6%
NWN NORTHWEST NATURAL HOLDIN 0.0%
Value ($000) $0 Shares 900 Est. Cost $38.01 Unrealized -2.7%
GLW CORNING INC 0.0%
Value ($000) $0 Shares 768 Est. Cost $33.68 Unrealized 0.0%
CSGP COSTAR GROUP INC 0.0%
Value ($000) $0 Shares 351 Est. Cost $80.94 Unrealized +4.7%
ESGD ISHARES ESG MSCI EAFE ETF 0.0%
Value ($000) $0 Shares 323 Est. Cost $75.54 Unrealized
TSLA TESLA MOTORS INC 0.0%
Value ($000) $0 Shares 122 Est. Cost $237.66 Unrealized -26.5%
ONEY SPDR RUSSELL 1000 YIELD FOCUS ETF 0.0%
Value ($000) $0 Shares 224 Est. Cost $100.72 Unrealized
FTNT FORTINET INC 0.0%
Value ($000) $0 Shares 369 Est. Cost $66.57 Unrealized -6.6%
ESGE ISHARES MSCI EM ESG OPTIMIZE 0.0%
Value ($000) $0 Shares 624 Est. Cost $32.06 Unrealized
ZBH ZIMMER HOLDINGS INC. 0.0%
Value ($000) $0 Shares 180 Est. Cost $113.78 Unrealized +1.9%
XES SPDR S&P OIL & GAS EQUIPTMENT & SVCS ETF 0.0%
Value ($000) $0 Shares 200 Est. Cost $84.51 Unrealized
VERONA PHARMA 0.0%
Value ($000) $0 Shares 1,235 Est. Cost $0.02 Unrealized
MMM 3M COMPANY 0.0%
Value ($000) $0 Shares 157 Est. Cost $75.94 Unrealized +24.1%
SHM SPDR NUVEEN BLOOMBERG BARCLAYS SHORT TERM MUNI BON 0.0%
Value ($000) $0 Shares 336 Est. Cost $47.79 Unrealized
SMLV SPDR SSGA US SMALL CAP LOW 0.0%
Value ($000) $0 Shares 138 Est. Cost $112.52 Unrealized
NUSC NUVEEN ESG SMALL CAP ETF 0.0%
Value ($000) $0 Shares 382 Est. Cost $39.10 Unrealized
GEV GE VERNOVA INC 0.0%
Value ($000) $0 Shares 81 Est. Cost $158.10 Unrealized 0.0%
NEM NEWMONT GOLDCORP CORP 0.0%
Value ($000) $0 Shares 250 Est. Cost $39.61 Unrealized 0.0%
BAB INVESCO TAXABLE MUNICIPAL BOND ETF 0.0%
Value ($000) $0 Shares 360 Est. Cost $26.91 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 111 Est. Cost $69.79 Unrealized +16.6%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $0 Shares 52 Est. Cost $163.86 Unrealized -1.8%
NEXTERA ENERGY PFD 0.0%
Value ($000) $0 Shares 200 Est. Cost $38.12 Unrealized
HYD VANECK VECTORS HY MUNI INDEX ETF 0.0%
Value ($000) $0 Shares 124 Est. Cost $51.63 Unrealized
PCY INVESCO EMERGING MARKETS DEBT 0.0%
Value ($000) $0 Shares 292 Est. Cost $20.62 Unrealized
CFLT CONFLUENT INC 0.0%
Value ($000) $0 Shares 175 Est. Cost $24.16 Unrealized +18.9%
GFS GLOBALFOUNDRIES INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $55.42 Unrealized -9.7%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $0 Shares 25 Est. Cost $0.16 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $0 Shares 11 Est. Cost $276.61 Unrealized +20.2%
NCLH NORWEGIAN CRUISE LINE HOLDINGS LTD 0.0%
Value ($000) $0 Shares 200 Est. Cost $16.04 Unrealized +9.4%
USHY ISHARES BROAD USD HG YLD 0.0%
Value ($000) $0 Shares 84 Est. Cost $0.04 Unrealized
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $0 Shares 72 Est. Cost $35.66 Unrealized +19.0%
SSNC SS&C TECHNOLOGIES HOLDINGS INC 0.0%
Value ($000) $0 Shares 44 Est. Cost $54.63 Unrealized +13.6%
MNST MONSTER BEVERAGE CORP 0.0%
Value ($000) $0 Shares 50 Est. Cost $53.00 Unrealized 0.0%
VGIT VANGUARD INTERMEDIATE-TERM T 0.0%
Value ($000) $0 Shares 39 Est. Cost $0.05 Unrealized
SOLV SOLVENTUM CORPORATION 0.0%
Value ($000) $0 Shares 39 Est. Cost $60.70 Unrealized 0.0%
XYL XYLEM INC 0.0%
Value ($000) $0 Shares 15 Est. Cost $133.48 Unrealized 0.0%
WEC WISCONSIN ENERGY 0.0%
Value ($000) $0 Shares 25 Est. Cost $76.80 Unrealized 0.0%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $0 Shares 146 Est. Cost $17.42 Unrealized -40.0%
CEG CONSTELLATION ENERGY COR 0.0%
Value ($000) $0 Shares 9 Est. Cost $140.32 Unrealized +43.9%
MEDP MEDPACE HOLDINGS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $351.59 Unrealized +12.6%
SUPER MICRO COMPUTER 0.0%
Value ($000) $0 Shares 2 Est. Cost $1.00 Unrealized
PR PERMIAN RESOURCES CORP 0.0%
Value ($000) $0 Shares 95 Est. Cost $14.67 Unrealized +13.0%
EAGG ISHARES ESG US AGGREGATE ETF 0.0%
Value ($000) $0 Shares 32 Est. Cost $47.75 Unrealized
OWL BLUE OWL CAP INC 0.0%
Value ($000) $0 Shares 84 Est. Cost $16.75 Unrealized +9.5%
IDXX IDEXX LABORATORIES INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $546.49 Unrealized -8.1%
ALNY ALNYLAM PHARMACEUTL 0.0%
Value ($000) $0 Shares 6 Est. Cost $170.34 Unrealized -7.3%
EFAV ISHARES EDGE MSCI MIN VOL EA 0.0%
Value ($000) $0 Shares 21 Est. Cost $0.05 Unrealized
PSA PUBLIC STORAGE 0.0%
Value ($000) $0 Shares 5 Est. Cost $265.09 Unrealized -2.8%
FANG DIAMONDBACK ENERGY 0.0%
Value ($000) $0 Shares 7 Est. Cost $144.29 Unrealized +30.9%
BLDR BUILDERS FIRSTSOURCE INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $169.76 Unrealized 0.0%
MO ALTRIA GROUP INC. 0.0%
Value ($000) $0 Shares 30 Est. Cost $35.70 Unrealized +9.6%
ABNB AIRBNB INC 0.0%
Value ($000) $0 Shares 9 Est. Cost $128.95 Unrealized +18.5%
EOG EOG RESOURCES INC. 0.0%
Value ($000) $0 Shares 10 Est. Cost $110.37 Unrealized +10.6%
ACN ACCENTURE PLC 0.0%
Value ($000) $0 Shares 4 Est. Cost $312.68 Unrealized -4.3%
IR INGERSOLL RAND PLC F 0.0%
Value ($000) $0 Shares 13 Est. Cost $85.38 Unrealized +7.5%
IVLU ISHARES MSCI INTL VALUE 0.0%
Value ($000) $0 Shares 43 Est. Cost $0.02 Unrealized
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $516.50 Unrealized -21.3%
DVN DEVON ENERGY CORP. 0.0%
Value ($000) $0 Shares 24 Est. Cost $42.13 Unrealized +12.1%
LPLA LPL FINANCIAL HOLDINGS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $252.41 Unrealized +7.5%
RYAN RYAN SPECIALTY HOLDINGS 0.0%
Value ($000) $0 Shares 19 Est. Cost $47.78 Unrealized +11.7%
NET CLOUDFLARE INC 0.0%
Value ($000) $0 Shares 13 Est. Cost $77.87 Unrealized +3.6%
SUSB ISHARES ESG 1-5 YEAR BOND ETF 0.0%
Value ($000) $0 Shares 41 Est. Cost $24.49 Unrealized
CELH CELSIUS HOLDINGS INC 0.0%
Value ($000) $0 Shares 17 Est. Cost $68.56 Unrealized +10.3%
AFRM AFFIRM HLDGS INC 0.0%
Value ($000) $0 Shares 30 Est. Cost $39.91 Unrealized -19.6%
DASH DOORDASH INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $88.56 Unrealized +36.0%
DDOG DATADOG INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $103.00 Unrealized +17.5%
ZS ZSCALER INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $185.19 Unrealized -3.9%
FENI FIDELITY ENHANCED 0.0%
Value ($000) $0 Shares 26 Est. Cost $0.04 Unrealized
SPHQ INVESCO S&P 500 QUALITY ETF 0.0%
Value ($000) $0 Shares 10 Est. Cost $0.10 Unrealized
MDB MONGODB INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $379.37 Unrealized -16.7%
VIRGIN GALACTIC HLDGS INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $2.45 Unrealized