Winthrop Partners - WNY, LLC - Portfolio overview

Winthrop Partners - WNY, LLC has 87 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IXUS - ISHARES TR, 4.57%
2. AVGO - BROADCOM INC, 4.46%
3. AAPL - APPLE INC, 4.08%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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