Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Winthrop Partners - WNY, LLC (CIK 1734109) reported $187.7M across 87 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IXUS ($8.6M, 4.57%), AVGO ($8.4M, 4.46%), AAPL ($7.7M, 4.08%), IWR ($6.6M, 3.52%), WMT ($6.2M, 3.31%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IXUS | ISHARES TR | $8.6M | 4.57% | 99,031 | Trimmed |
| 2 | AVGO | BROADCOM INC | $8.4M | 4.46% | 27,069 | Trimmed |
| 3 | AAPL | APPLE INC | $7.7M | 4.08% | 30,161 | Added |
| 4 | IWR | ISHARES TR | $6.6M | 3.52% | 67,910 | Trimmed |
| 5 | WMT | WALMART INC | $6.2M | 3.31% | 49,926 | Trimmed |
| 6 | IGIB | ISHARES TR | $6.1M | 3.25% | 114,481 | Added |
| 7 | VB | VANGUARD INDEX FDS | $6.1M | 3.24% | 23,193 | Trimmed |
| 8 | IBDS | ISHARES TR | $5.9M | 3.17% | 245,120 | Added |
| 9 | JPM | JPMORGAN CHASE & CO | $5.6M | 3.01% | 19,194 | Added |
| 10 | IBDR | ISHARES TR | $5.3M | 2.83% | 219,403 | Trimmed |
| 11 | IBDT | ISHARES TR | $5.1M | 2.70% | 200,024 | Added |
| 12 | IBDU | ISHARES TR | $5.1M | 2.70% | 218,202 | Added |
| 13 | MSFT | MICROSOFT CORP | $5.0M | 2.68% | 13,565 | Trimmed |
| 14 | MSI | MOTOROLA SOLUTIONS INC | $4.9M | 2.62% | 11,322 | Added |
| 15 | GOOG | ALPHABET INC | $4.8M | 2.58% | 16,870 | Trimmed |
| 16 | IVV | ISHARES TR | $4.7M | 2.52% | 7,233 | Trimmed |
| 17 | IDV | ISHARES TR | $4.6M | 2.47% | 109,013 | Trimmed |
| 18 | ETN | EATON CORP PLC | $4.5M | 2.41% | 12,637 | Added |
| 19 | IBDV | ISHARES TR | $4.5M | 2.40% | 205,951 | Added |
| 20 | IBDW | ISHARES TR | $4.5M | 2.37% | 212,776 | Added |
| 21 | IJR | ISHARES TR | $4.4M | 2.36% | 35,680 | Trimmed |
| 22 | JNJ | JOHNSON & JOHNSON | $3.4M | 1.80% | 13,819 | Added |
| 23 | CB | CHUBB LTD SWITZ | $3.2M | 1.70% | 9,761 | Trimmed |
| 24 | PFF | ISHARES TR | $3.1M | 1.66% | 102,501 | Added |
| 25 | BKLN | INVESCO EXCH TRADED FD TR II | $3.1M | 1.66% | 152,544 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31