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 101–150 of 173
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ABT | ABBOTT LABS | 7K | $500K+ | SH |
| AGG | ISHARES TR | 9K | $500K+ | SH |
| STZ | CONSTELLATION BRANDS INC | 6K | $500K+ | SH |
| PYPL | PAYPAL HLDGS INC | 15K | $500K+ | SH |
| LQD | ISHARES TR | 7K | $500K+ | SH |
| WFC | WELLS FARGO CO NEW | 8K | $500K+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 13K | $500K+ | SH |
| VTI | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| TGT | TARGET CORP | 7K | $500K+ | SH |
| IREN | IREN LIMITED | 18K | $500K+ | SH |
| IDXX | IDEXX LABS INC | 940 | $500K+ | SH |
| WM | WASTE MGMT INC DEL | 3K | $500K+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 6K | $500K+ | SH |
| PSX | PHILLIPS 66 | 5K | $500K+ | SH |
| NEE | NEXTERA ENERGY INC | 8K | $500K+ | SH |
| PFF | ISHARES TR | 19K | $500K+ | SH |
| LHX | L3HARRIS TECHNOLOGIES INC | 2K | $500K+ | SH |
| GIL | GILDAN ACTIVEWEAR INC | 9K | $500K+ | SH |
| MYN | BLACKROCK MUNIYIELD N Y QUAL | 54K | $500K+ | SH |
| DIS | DISNEY WALT CO | 4K | $100K–$500K | SH |
| TFC | TRUIST FINL CORP | 10K | $100K–$500K | SH |
| AMAT | APPLIED MATLS INC | 2K | $100K–$500K | SH |
| XLF | SELECT SECTOR SPDR TR | 8K | $100K–$500K | SH |
| MCK | MCKESSON CORP | 528 | $100K–$500K | SH |
| NFLX | NETFLIX INC | 5K | $100K–$500K | SH |
| COP | CONOCOPHILLIPS | 5K | $100K–$500K | SH |
| ULTA | ULTA BEAUTY INC | 685 | $100K–$500K | SH |
| INTC | INTEL CORP | 11K | $100K–$500K | SH |
| TMP | TOMPKINS FINL CORP | 6K | $100K–$500K | SH |
| MINT | PIMCO ETF TR | 4K | $100K–$500K | SH |
| SOFI | SOFI TECHNOLOGIES INC | 15K | $100K–$500K | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 2K | $100K–$500K | SH |
| SHY | ISHARES TR | 5K | $100K–$500K | SH |
| XLV | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| EBAY | EBAY INC. | 4K | $100K–$500K | SH |
| SRE | SEMPRA | 4K | $100K–$500K | SH |
| IVV | ISHARES TR | 515 | $100K–$500K | SH |
| BBIO | BRIDGEBIO PHARMA INC | 7K | $100K–$500K | SH (Call) |
| PLTR | PALANTIR TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| XLP | SELECT SECTOR SPDR TR | 4K | $100K–$500K | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 4K | $100K–$500K | SH |
| SR | SPIRE INC | 4K | $100K–$500K | SH |
| EFA | ISHARES TR | 3K | $100K–$500K | SH |
| PREF | PRINCIPAL EXCHANGE TRADED FD | 17K | $100K–$500K | SH |
| BX | BLACKSTONE INC | 2K | $100K–$500K | SH |
| ED | CONSOLIDATED EDISON INC | 3K | $100K–$500K | SH |
| O | REALTY INCOME CORP | 5K | $100K–$500K | SH |
| SO | SOUTHERN CO | 3K | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC | 2K | $100K–$500K | SH |
| PANW | PALO ALTO NETWORKS INC | 1K | $100K–$500K | SH |