StockDriftsStockDriftsTop 50 Winthrop Partners - WNY, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IXUS | ISHARES TR | 4.57% | 99.0K | $8.6M | -1.50%(-1.51K) | $83.61(+13.29%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 4.46% | 27.1K | $8.4M | -1.24%(-340) | $344.94(+4.50%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.08% | 30.2K | $7.7M | +0.07%(+21) | $263.24(+17.24%) | 2026-03-31 | |
| IWR | ISHARES TR | 3.52% | 67.9K | $6.6M | -0.36%(-244) | $96.41(+14.45%) | 2026-03-31 | |
| WMT | WALMART INC | 3.31% | 49.9K | $6.2M | -0.32%(-158) | $107.24(+4.29%) | 2026-03-31 | |
| IGIB | ISHARES TR | 3.25% | 114.5K | $6.1M | +0.49%(+557) | $53.98(-1.91%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 3.24% | 23.2K | $6.1M | -1.49%(-351) | $256.12(+17.27%) | 2026-03-31 | |
| IBDS | ISHARES TR | 3.17% | 245.1K | $5.9M | +2.18%(+5.23K) | $24.31(-0.69%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 3.01% | 19.2K | $5.6M | +0.11%(+21) | $318.81(+4.91%) | 2026-03-31 | |
| IBDR | ISHARES TR | 2.83% | 219.4K | $5.3M | -1.84%(-4.11K) | $24.26(-0.35%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -8.18% | -22.59% |
| Top 20 Holdings Unweighted | -5.03% | -14.35% |
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