Winthrop Partners - WNY, LLC — 13F holdings

Winthrop Partners - WNY, LLC reported 87 holdings worth $202M in its 13F filing for Q2 2026, filed July 15, 2026.

Largest positions

1. AVGO BROADCOM INC — $10.2M (5.1%)
2. IXUS ISHARES TR — $9.40M (4.6%)
3. AAPL APPLE INC — $8.75M (4.3%)
4. IWR ISHARES TR — $7.48M (3.7%)
5. VB VANGUARD INDEX FDS — $6.94M (3.4%)
6. JPM JPMorgan Chase & Co. — $6.31M (3.1%)
7. IGIB ISHARES TR — $6.17M (3.1%)
8. IBDS ISHARES TR — $5.96M (2.9%)
9. GOOG ALPHABET INC — $5.95M (2.9%)
10. WMT WALMART INC — $5.68M (2.8%)