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 51–100 of 173
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ITB | ISHARES TR | 69K | $1M+ | SH |
| RTO | RENTOKIL INITIAL PLC | 204K | $1M+ | SH |
| HON | HONEYWELL INTL INC | 30K | $1M+ | SH |
| UNP | UNION PAC CORP | 23K | $1M+ | SH |
| NKE | NIKE INC | 80K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 25K | $1M+ | SH |
| HSY | HERSHEY CO | 28K | $1M+ | SH |
| GLD | SPDR GOLD TR | 13K | $1M+ | SH |
| NSC | NORFOLK SOUTHN CORP | 16K | $1M+ | SH |
| TSLA | TESLA INC | 9K | $1M+ | SH |
| ABBV | ABBVIE INC | 19K | $1M+ | SH |
| MDT | MEDTRONIC PLC | 44K | $1M+ | SH |
| SPG | SIMON PPTY GROUP INC NEW | 21K | $1M+ | SH |
| LULU | LULULEMON ATHLETICA INC | 19K | $1M+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 77K | $1M+ | SH |
| CNH | CNH INDL N V | 378K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 23K | $1M+ | SH |
| AMGN | AMGEN INC | 10K | $1M+ | SH |
| CSCO | CISCO SYS INC | 39K | $1M+ | SH |
| IQLT | ISHARES TR | 64K | $1M+ | SH |
| ORCL | ORACLE CORP | 15K | $1M+ | SH |
| KO | COCA COLA CO | 36K | $1M+ | SH |
| ETN | EATON CORP PLC | 8K | $1M+ | SH |
| HD | HOME DEPOT INC | 7K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 8K | $1M+ | SH |
| GD | GENERAL DYNAMICS CORP | 6K | $1M+ | SH |
| MCD | MCDONALDS CORP | 7K | $1M+ | SH |
| PNC | PNC FINL SVCS GROUP INC | 9K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 13K | $1M+ | SH |
| SYY | SYSCO CORP | 25K | $1M+ | SH |
| PEP | PEPSICO INC | 13K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 15K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 5K | $1M+ | SH |
| SBUX | STARBUCKS CORP | 20K | $1M+ | SH |
| BN | BROOKFIELD CORP | 37K | $1M+ | SH |
| CVS | CVS HEALTH CORP | 21K | $1M+ | SH |
| IEMG | ISHARES INC | 23K | $1M+ | SH |
| AEP | AMERICAN ELEC PWR CO INC | 13K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 27K | $1M+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 3K | $1M+ | SH |
| GLW | CORNING INC | 15K | $1M+ | SH |
| ESLT | ELBIT SYS LTD | 2K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 1K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 2K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 2K | $1M+ | SH |
| NYF | ISHARES TR | 20K | $1M+ | SH |
| SHOP | SHOPIFY INC | 6K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 3K | $500K+ | SH |
| IAU | ISHARES GOLD TR | 11K | $500K+ | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY | 3K | $500K+ | SH |