W.G. Shaheen & Associates DBA Whitney &
$1.2B Assets Reported
183 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | APPLE INC | 571,663 | $145M | 12.1% |
| MSFT | MICROSOFT CORP | 130,159 | $48M | 4.0% |
| GOOG | ALPHABET INC | 155,749 | $45M | 3.7% |
| FBND | FIDELITY MERRIMACK STR TR | 819,204 | $37M | 3.1% |
| GOOGL | ALPHABET INC | 121,394 | $35M | 2.9% |
| NVDA | NVIDIA CORPORATION | 195,035 | $34M | 2.8% |
| AVGO | BROADCOM INC | 106,142 | $33M | 2.7% |
| AMZN | AMAZON COM INC | 156,920 | $33M | 2.7% |
| META | META PLATFORMS INC | 56,995 | $33M | 2.7% |
| ITOT | ISHARES TR | 208,360 | $30M | 2.5% |
Track W.G. Shaheen & Associates DBA Whitney &'s 13F portfolio: $1.2B in reported holdings, 183 positions. Top holdings, AUM, and quarterly changes on SentiSense.