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Home > Institutional Investor > Winthrop Partners - Wny, Llc > Profile

Instuitional Investor - Winthrop Partners - Wny, Llc

Fund Profile
Filing Period:
Fund Name: Winthrop Partners - Wny, Llc
Portfolio Value $147,961,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Jpmorgan Chase & Co
 JPM 47,484 $5,588,391,000 3.77%
2.
At&T Inc.
 T 190,695.325 $5,445,970,000 3.68%
3.
British American Tobacco Plc
 BTI 110,460 $4,075,974,000 2.75%
4.
Verizon Communications Inc
 VZ 66,584 $4,019,010,000 2.71%
5.
Vanguard Small-Cap Etf
 25,900 $3,985,751,000 2.69%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)