StockDriftsStockDriftsTop 50 Winthrop Capital Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VGT | VANGUARD WORLD FD | 8.24% | 46.0K | $32.1M | -0.27%(-126) | $58.32(+94.53%) | 2026-03-31 | |
| SPSB | SPDR SERIES TRUST | 5.23% | 677.0K | $20.4M | -1.59%(-10.92K) | $29.59(+1.38%) | 2026-03-31 | |
| SCHX | SCHWAB US LARGE CAP ETF | 4.33% | 658.5K | $16.9M | -0.34%(-2.26K) | $17.96(+62.41%) | 2026-03-31 | |
| LLY | ELI LILLY & CO. | 4.23% | 17.9K | $16.5M | +0.53%(+94) | $685.91(+48.09%) | 2026-03-31 | |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 3.42% | 433.6K | $13.3M | -9.74%(-46.79K) | $24.83(+27.87%) | 2026-03-31 | |
| VFH | VANGUARD WORLD FD | 3.2% | 103.2K | $12.5M | -1.23%(-1.29K) | $92.90(+34.55%) | 2026-03-31 | |
| IEFA | ISHARES TR | 2.98% | 128.4K | $11.6M | -15.92%(-24.30K) | $68.55(+41.71%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 2.7% | 54.9K | $10.5M | -11.30%(-6.99K) | $161.62(+25.56%) | 2026-03-31 | |
| XLC | SELECT SECTOR SPDR TR | 2.65% | 93.1K | $10.3M | +0.74%(+683) | $71.86(+62.49%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 2.47% | 116.5K | $9.6M | -0.84%(-991) | $79.23(+4.20%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.46% | +34.77% |
| Top 20 Holdings Unweighted | +10.60% | +35.27% |
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