W.G. Shaheen & Associates Dba Whitney & CO has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $894 Million distributed in 134 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $124M, Microsoft Corp with a value of $41.6M, Meta Platforms, Inc. with a value of $30.9M, Fidelity Merrimack Str Tr Tota with a value of $30.7M, and Amazon Com Inc with a value of $26.2M.
Examining the 13F form we can see an decrease of $15.9M in the current position value, from $910M to 894M.
Below you can find more details about W.G. Shaheen & Associates Dba Whitney & CO portfolio as well as his latest detailed transactions.
Portfolio value
$894 Million
Technology: $250 Million
ETFs: $125 Million
Healthcare: $118 Million
Financial Services: $99.9 Million
Consumer Cyclical: $70.7 Million
Communication Services: $69.6 Million
Industrials: $64.2 Million
Consumer Defensive: $52.1 Million
Other: $44.1 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
