Winthrop Partners - WNY, LLC

Q4 2025 13F Holdings Report, Stock Holdings

Signature - Title
Kelly Christopher - Chief Compliance Officer
Location
Buffalo, NY
Holdings as of
31 Dec 2025
Value $
$185,689,955
Num holdings
84
Filing time
12 Mar 2026, 15:36:11 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included AVGO, IXUS, AAPL, MSFT, and IWR.
Previous filing
Q3 2019 - 28 Oct 2019
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Kelly Christopher Chief Compliance Officer Overland Park, Kansas 12 Mar 2026