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WINTHROP PARTNERS - WNY, LLC
WINTHROP PARTNERS - WNY, LLC
Latest filing: 2026-06-30
WINTHROP PARTNERS - WNY, LLC runs WINTHROP PARTNERS - WNY, LLC and currently holds 87 stock positions, which is fewer than the average of 230 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 #981 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%.
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87 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 AVGO BROADCOM INC | 5.06% | $346.10 | $368.45 | +6.46% | Added +0.01% |
 IXUS ISHARES TR | 4.65% | $84.64 | $97.95 | +15.72% | Trimmed -0.57% |
 AAPL APPLE INC | 4.33% | $271.89 | $309.35 | +13.78% | Added +0.25% |
 IWR ISHARES TR | 3.70% | $96.27 | $113.43 | +17.82% | Trimmed -0.14% |
 VB VANGUARD INDEX FDS | 3.43% | $257.95 | $304.74 | +18.14% | Trimmed -1.34% |
 JPM JPMORGAN CHASE & CO | 3.12% | $322.21 | $351.64 | +9.13% | Added +0.47% |
 IGIB ISHARES TR | 3.05% | $53.87 | $52.14 | -3.21% | Added +1.35% |
 IBDS ISHARES TR | 2.95% | $24.28 | $24.19 | -0.37% | Added +0.45% |
 GOOG ALPHABET INC | 2.94% | $313.80 | $341.75 | +8.91% | Trimmed -0.11% |
 WMT WALMART INC | 2.81% | $111.42 | $103.70 | -6.93% | Added +0.51% |
Showing 1-10 of 87