WINTHROP PARTNERS - WNY, LLC 13F Portfolio
WINTHROP PARTNERS - WNY, LLC runs WINTHROP PARTNERS - WNY, LLC and currently holds 87 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $202.21M. Their top holdings are AVGO, IXUS, AAPL, IWR, VB. The top five represent 21.2% of reported portfolio weight. WINTHROP PARTNERS - WNY, LLC ranks #982 out of 1000 investors tracked by Alpha Score. In the most recent quarter, WINTHROP PARTNERS - WNY, LLC initiated 3 new positions. They added to 38 existing positions. They trimmed 21 positions. Their current best-performing preview position is GLW with returns of +87.86%.
Portfolio Value
$202.21M
Alpha Score
7.2
#982 of 1000
Holdings
87
WINTHROP PARTNERS - WNY, LLC Current 13F Holdings
Reported holdings from WINTHROP PARTNERS - WNY, LLC's latest SEC 13F filing, ranked by portfolio weight.
87 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 AVGO BROADCOM INC | 5.06% | $346.10 | $361.54 | +4.46% | Added +0.01% |
 IXUS ISHARES TR | 4.65% | $84.64 | $94.99 | +12.23% | Trimmed -0.57% |
 AAPL APPLE INC | 4.33% | $271.89 | $336.68 | +23.83% | Added +0.25% |
 IWR ISHARES TR | 3.70% | $96.27 | $109.81 | +14.06% | Trimmed -0.14% |
 VB VANGUARD INDEX FDS | 3.43% | $257.95 | $289.48 | +12.22% | Trimmed -1.34% |
 JPM JPMORGAN CHASE & CO | 3.12% | $322.21 | $333.01 | +3.35% | Added +0.47% |
 IGIB ISHARES TR | 3.05% | $53.87 | $50.42 | -6.40% | Added +1.35% |
 IBDS ISHARES TR | 2.95% | $24.28 | $24.10 | -0.74% | Added +0.45% |
 GOOG ALPHABET INC | 2.94% | $313.80 | $347.86 | +10.85% | Trimmed -0.11% |
 WMT WALMART INC | 2.81% | $111.42 | $111.35 | -0.06% | Added +0.51% |
Showing 1-10 of 87