W.G. Shaheen & Associates Dba Whitney & CO has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $963 Million distributed in 137 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $114M, Microsoft Corp with a value of $55M, Meta Platforms, Inc. with a value of $39.4M, Fidelity Merrimack Str Tr Tota with a value of $31.5M, and Amazon Com Inc with a value of $30.3M.
Examining the 13F form we can see an increase of $69.4M in the current position value, from $894M to 963M.
Below you can find more details about W.G. Shaheen & Associates Dba Whitney & CO portfolio as well as his latest detailed transactions.
Portfolio value
$963 Million
Technology: $282 Million
ETFs: $137 Million
Healthcare: $119 Million
Financial Services: $109 Million
Communication Services: $83.3 Million
Consumer Cyclical: $78.2 Million
Industrials: $68.6 Million
Consumer Defensive: $42.1 Million
Other: $44.8 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
