Sign In
test

Kelly Christopher

Winthrop Partners - Wny, Llc

Assets Managed
$187.681M
Holdings
87
Last Quarter
2026 - Q1
Filed Date
1mo 25d ago
Growth Rate
1.08%(2Q avg: 13.29%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Winthrop Partners - Wny, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 87 positions.

Assets under management

The assets under management (AUM) of Winthrop Partners - Wny, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 187.681M in assets, with a quarterly growth rate of 1.08% and a 2-quarter average growth rate of 13.29%. The portfolio is managed by Kelly Christopher, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IXUS
Ishares Core Intl Stock Etf
Recent Activity
Decreased -1.5%
4.58%
$8.58M
99,031 shares@ $86.65 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -1.24%
4.47%
$8.378M
27,069 shares@ $309.51 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.07%
4.08%
$7.655M
30,161 shares@ $253.79 avg price
IWR
Ishares Russell Mid-cap Etf
Recent Activity
Decreased -0.35%
3.52%
$6.603M
67,910 shares@ $97.23 avg price
WMT
Walmart Inc
Recent Activity
Decreased -0.31%
3.31%
$6.205M
49,926 shares@ $124.28 avg price
IGIB
Ishares 5-10y Inv Grade Corp
Recent Activity
Increased 0.49%
3.25%
$6.093M
114,481 shares@ $53.23 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Decreased -1.49%
3.24%
$6.075M
23,193 shares@ $261.93 avg price
IBDS
Ishrs Ibnds Dec 27 Corp Etf
Recent Activity
Increased 2.19%
3.17%
$5.942M
245,120 shares@ $24.25 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 0.11%
3.01%
$5.646M
19,194 shares@ $294.16 avg price
IBDR
Ishares Ibonds Dec 2026 Term
Recent Activity
Decreased -1.83%
2.84%
$5.318M
219,403 shares@ $24.25 avg price

1-10 of 87