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Home > Institutional Investor > Winthrop Capital Management, Llc > 13F Holdings

Instuitional Investor - Winthrop Capital Management, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard World Fund
 46,264 $34,542 8.35%
2.
Spdr Series Trust
 681,706 $20,649 4.99%
3.
Schwab Strategic Trust
 FNDF 651,164 $17,152 4.15%
4.
Vanguard World Fund
 105,693 $13,871 3.35%
5.
Ishares Trust
 VLUE 157,019 $13,709 3.32%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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