Winthrop Partners - Wny, LLC - Q12026 Holdings

Winthrop Partners - Wny, LLC holds 87 stocks with a total portfolio value of $ 187.68M as of Q12026. In Q12026, Winthrop Partners - Wny, LLC added 4 new positions, increased stakes in 33 stocks, reduced 34 holdings, and fully exited 1 position. The largest holding is Ishares Tr (IXUS), representing 4.57% of the total portfolio.