account_balance
Investment manager · 13F filer · SEC CIK 1734109
Winthrop Partners - WNY, LLC
Reported value$176Mas of Sep 30, 2026
Positions82 0 new, 5 sold out
Top 10 weight37.7%AAPL alone is 5%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
5.4%Trimmed −5%
AVGOBroadcom Inc.
4.8%Trimmed −11%
IXUSiShares Tr
4.6%Trimmed −14%
MSFTMicrosoft Corp
3.6%Trimmed −7%
IWRiShares Tr
3.6%Trimmed −13%
VBVanguard Index FDS
3.4%Trimmed −8%
JPMJPMorgan Chase & Co
3.4%Trimmed −7%
GOOGAlphabet Inc.
3.2%
IBDSiShares Tr
3.0%Trimmed −12%
ETNEaton Corp PLC
2.8%−8%
WMTWalmart Inc.
2.8%−7%
MSIMotorola Solutions, Inc.
2.7%Trimmed −7%
AAPLApple Inc.
5.4%−5%
AVGOBroadcom Inc.
4.8%
IXUSiShares Tr
4.6%
MSFTMicrosoft Corp
3.6%−7%
IWRiShares Tr
3.6%−13%
VBVanguard Index FDS
3.4%−8%
JPMJPMorgan Chase & Co
3.4%
GOOGAlphabet Inc.
3.2%
IBDSiShares Tr
3.0%
ETNEaton Corp PLC
2.8%
WMTWalmart Inc.
2.8%
MSIMotorola Solutions, Inc.
2.7%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 5.4% Trimmed −5%AVGO Broadcom Inc. 4.8% Trimmed −11%
IXUS iShares Tr 4.6% Trimmed −14%
MSFT Microsoft Corp 3.6% Trimmed −7%IWR iShares Tr 3.6% Trimmed −13%
VB Vanguard Index FDS 3.4% Trimmed −8%
JPM JPMorgan Chase & Co 3.4% Trimmed −7%GOOG Alphabet Inc. 3.2% HeldIBDS iShares Tr 3.0% Trimmed −12%
ETN Eaton Corp PLC 2.8% Trimmed −8%WMT Walmart Inc. 2.8% Trimmed −7%MSI Motorola Solutions, Inc. 2.7% Trimmed −7%What changed
Biggest moves since Jun 30, 2026
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