Winthrop Partners - WNY, LLC

Institutional manager (13F) · CIK 1734109

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $171M

#	Issuer	Value	Shares
1	ISHARES TR	$9M	99,031
2	BROADCOM INC	$8M	27,069
3	APPLE INC	$8M	30,161
4	ISHARES TR	$7M	67,910
5	WALMART INC	$6M	49,926
6	ISHARES TR	$6M	114,481
7	VANGUARD INDEX FDS	$6M	23,193
8	ISHARES TR	$6M	245,120
9	JPMORGAN CHASE & CO	$6M	19,194
10	ISHARES TR	$5M	219,403
11	ISHARES TR	$5M	218,202
12	ISHARES TR	$5M	200,024
13	MICROSOFT CORP	$5M	13,565
14	MOTOROLA SOLUTIONS INC	$5M	11,322
15	ALPHABET INC	$5M	16,870
16	ISHARES TR	$5M	7,233
17	ISHARES TR	$5M	109,013
18	EATON CORP PLC	$5M	12,637
19	ISHARES TR	$5M	205,951
20	ISHARES TR	$4M	212,776
21	ISHARES TR	$4M	35,680
22	JOHNSON & JOHNSON	$3M	13,819
23	CHUBB LTD SWITZ	$3M	9,761
24	INVESCO EXCH TRADED FD TR II	$3M	152,544
25	ISHARES TR	$3M	102,501
26	ISHARES TR	$3M	18,351
27	HOME DEPOT INC	$3M	7,793
28	ANALOG DEVICES INC	$3M	7,962
29	CME GROUP INC	$2M	8,351
30	MARATHON PETE CORP	$2M	9,929
31	CORNING INC	$2M	17,464
32	JOHNSON CONTROLS INTERNATION	$2M	17,346
33	UNION PAC CORP	$2M	9,057
34	ISHARES TR	$2M	75,048
35	DARDEN RESTAURANTS INC	$2M	9,666
36	VANGUARD INTL EQUITY INDEX F	$2M	28,423
37	AIR PRODUCTS AND CHEMICALS I	$2M	5,276
38	VERIZON COMMUNICATIONS INC	$1M	25,790
39	PROCTER & GAMBLE CO	$1M	8,895
40	ABBVIE INC	$1M	5,719
41	VANGUARD TAX-MANAGED FDS	$1M	19,292
42	ZOETIS INC	$1M	9,392
43	KKR & CO INC	$1M	11,378
44	VANGUARD INDEX FDS	$1M	11,357
45	NEXTERA ENERGY INC	$975k	10,494
46	APOLLO GLOBAL MGMT INC	$882k	7,913
47	COMCAST CORP NEW	$875k	30,469
48	ALPHABET INC	$806k	2,802
49	COSTCO WHOLESALE CORPORATION	$796k	799
50	CARLYLE GROUP INC	$792k	16,369

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.