W.G. Shaheen & Associates Dba Whitney & CO has filed its 13F form on May 08, 2024 for Q1 2024 where it was disclosed a total value porftolio of $823 Million distributed in 128 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $97M, Microsoft Corp with a value of $46.6M, Meta Platforms, Inc. with a value of $32.3M, Fidelity Merrimack Str Tr Tota with a value of $25.8M, and Amazon Com Inc with a value of $23.8M.
Examining the 13F form we can see an increase of $58.6M in the current position value, from $764M to 823M.
Below you can find more details about W.G. Shaheen & Associates Dba Whitney & CO portfolio as well as his latest detailed transactions.
Portfolio value
$823 Million
Technology: $213 Million
ETFs: $114 Million
Financial Services: $106 Million
Healthcare: $89.1 Million
Communication Services: $74.2 Million
Consumer Cyclical: $68.8 Million
Industrials: $66.1 Million
Consumer Defensive: $57.8 Million
Other: $33.6 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions