CIK 1577001
W.G. Shaheen & Associates DBA Whitney & Co
Institutional 13F holdings & portfolio
Holdings
173
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 173
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AAPL | APPLE INC | 570K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 126K | $1M+ | SH |
| GOOG | ALPHABET INC | 154K | $1M+ | SH |
| META | META PLATFORMS INC | 57K | $1M+ | SH |
| GOOGL | ALPHABET INC | 119K | $1M+ | SH |
| AVGO | BROADCOM INC | 106K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 193K | $1M+ | SH |
| FBND | FIDELITY MERRIMACK STR TR | 779K | $1M+ | SH |
| AMZN | AMAZON COM INC | 150K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 100K | $1M+ | SH |
| ITOT | ISHARES TR | 209K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 54K | $1M+ | SH |
| DBND | DOUBLELINE ETF TRUST | 543K | $1M+ | SH |
| SCHW | SCHWAB CHARLES CORP | 249K | $1M+ | SH |
| V | VISA INC | 66K | $1M+ | SH |
| RTX | RTX CORPORATION | 120K | $1M+ | SH |
| VRTX | VERTEX PHARMACEUTICALS INC | 44K | $1M+ | SH |
| LLY | ELI LILLY & CO | 18K | $1M+ | SH |
| XLE | SELECT SECTOR SPDR TR | 409K | $1M+ | SH |
| BKNG | BOOKING HOLDINGS INC | 3K | $1M+ | SH |
| NEM | NEWMONT CORP | 157K | $1M+ | SH |
| RYAAY | RYANAIR HOLDINGS PLC | 213K | $1M+ | SH |
| ADBE | ADOBE INC | 43K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP | 88K | $1M+ | SH |
| BLK | BLACKROCK INC | 14K | $1M+ | SH |
| EW | EDWARDS LIFESCIENCES CORP | 171K | $1M+ | SH |
| CI | THE CIGNA GROUP | 52K | $1M+ | SH |
| ASML | ASML HOLDING N V | 13K | $1M+ | SH |
| CRM | SALESFORCE INC | 51K | $1M+ | SH |
| NVO | NOVO-NORDISK A S | 263K | $1M+ | SH |
| LOW | LOWES COS INC | 55K | $1M+ | SH |
| IBKR | INTERACTIVE BROKERS GROUP IN | 189K | $1M+ | SH |
| CCJ | CAMECO CORP | 131K | $1M+ | SH |
| PAYX | PAYCHEX INC | 107K | $1M+ | SH |
| RMD | RESMED INC | 49K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 39K | $1M+ | SH |
| MRK | MERCK & CO INC | 110K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 70K | $1M+ | SH |
| VWOB | VANGUARD WHITEHALL FDS | 155K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 12K | $1M+ | SH |
| MRVL | MARVELL TECHNOLOGY INC | 121K | $1M+ | SH |
| CPRT | COPART INC | 245K | $1M+ | SH |
| DMBS | DOUBLELINE ETF TRUST | 187K | $1M+ | SH |
| SYK | STRYKER CORPORATION | 26K | $1M+ | SH |
| DCRE | DOUBLELINE ETF TRUST | 175K | $1M+ | SH |
| WAB | WABTEC | 39K | $1M+ | SH |
| MDLZ | MONDELEZ INTL INC | 139K | $1M+ | SH |
| RRC | RANGE RES CORP | 204K | $1M+ | SH |
| ICOP | ISHARES TR | 161K | $1M+ | SH |
| XOP | SPDR SERIES TRUST | 55K | $1M+ | SH |