WNY Asset Management, LLC

CIK
1803296
City
Williamsville
State / Country
NY

Top Portfolio Positions

104 positions · $160,469,192 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
GLD
Spdr Gold Trust
65,501 $28,184,425 17.56%
AAPL
Apple Inc.
65,378 $16,592,282 10.34%
QQQ
Invesco Qqq Trust, Series 1
16,032 $9,253,349 5.77%
BGY
BlackRock Enhanced International Dividend Trust
Financial Services
1,504,369 $8,138,636 5.07%
AMZN
Amazon Com Inc
29,429 $6,129,177 3.82%
MSFT
Microsoft Corp
Technology
15,417 $5,706,910 3.56%
LLY
ELI LILLY & Co
5,568 $5,121,279 3.19%
NVDA
Nvidia Corp
Technology
28,889 $5,038,241 3.14%
VZ
Verizon Communications Inc
63,872 $3,206,374 2.00%
NFG
National Fuel Gas Co
31,571 $2,966,411 1.85%

Holdings in COST

Export CSV
1 of 1 shown
Report Date Value (USD) Shares
2026-03-31 $807,108 810