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 151–173 of 173
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IXN | ISHARES TR | 3K | $100K–$500K | SH |
| PFE | PFIZER INC | 10K | $100K–$500K | SH |
| XLY | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| B | BARRICK MNG CORP | 6K | $100K–$500K | SH |
| J | JACOBS SOLUTIONS INC | 2K | $100K–$500K | SH |
| MAR | MARRIOTT INTL INC NEW | 806 | $100K–$500K | SH |
| MMM | 3M CO | 2K | $100K–$500K | SH |
| DG | DOLLAR GEN CORP NEW | 2K | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED | 402 | $100K–$500K | SH |
| VTV | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP NEW | 2K | $100K–$500K | SH |
| HIMS | HIMS & HERS HEALTH INC | 7K | $100K–$500K | SH |
| NPO | ENPRO INC | 1K | $100K–$500K | SH |
| SHW | SHERWIN WILLIAMS CO | 660 | $100K–$500K | SH |
| MTB | M & T BK CORP | 1K | $100K–$500K | SH |
| GE | GE AEROSPACE | 683 | $100K–$500K | SH |
| QUAL | ISHARES TR | 1K | $100K–$500K | SH |
| VYX | NCR VOYIX CORPORATION | 10K | $100K–$500K | SH |
| AMCR | AMCOR PLC | 11K | $50K–$100K | SH |
| NUAI | NEW ERA ENERGY & DIGITAL INC | 14K | $15K–$50K | SH |
| FUBO | FUBOTV INC | 13K | $15K–$50K | SH |
| UAVS | AGEAGLE AERIAL SYS INC NEW | 10K | $1K–$15K | SH |
| GPUS | HYPERSCALE DATA INC | 30K | $1K–$15K | SH |