Winthrop Partners - WNY, LLC: summary

Winthrop Partners - WNY, LLC reported 82 positions with a reported value of $176.06M in its 13F for Q3 2026. Compared with Q2 2026: 1 new positions, 6 exited.

Top positions

• APPLE INC COM
• BROADCOM INC COM
• ISHARES TR
• MICROSOFT CORP COM
• ISHARES RUSSELL MIDCAP ETF
• VANGUARD MORNINGSTAR SMALL-CAP ETF
• JPMORGAN CHASE & CO COM
• ALPHABET INC CAP STK CL C
• ISHARES TR
• EATON CORP PLC SHS