SEC Form 13F

Winthrop Partners - WNY, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-16
Reported value$202,205,354
Positions87

Largest disclosed positions

IssuerTickerClassReported valueReported amount
BROADCOM INCAVGOCOM$10,226,82627,073
ISHARES TRIXUSCORE MSCI TOTAL$9,397,88198,469
APPLE INCAAPLCOM$8,749,08930,236
ISHARES TRIWRRUS MID CAP ETF$7,481,46167,816
VANGUARD INDEX FDSVBSMALL CP ETF$6,936,29522,883
JPMORGAN CHASE & COJPMCOM$6,312,55919,285
ISHARES TRIGIBISHS 5-10YR INVT$6,169,315116,030
ISHARES TRIBDSIBONDS 27 ETF$5,963,594246,226
ALPHABET INCGOOGCAP STK CL C$5,953,96416,851
WALMART INCWMTCOM$5,683,38750,180

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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