W.G. Shaheen & Associates Dba Whitney & CO Portfolio Holdings
W.G. Shaheen & Associates Dba Whitney & CO
- $856 Million
- Q2 2024
W.G. Shaheen & Associates Dba Whitney & CO has filed its 13F form on July 30, 2024 for Q2 2024 where it was disclosed a total value porftolio of $856 Million distributed in 124 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $118M, Microsoft Corp with a value of $49.1M, Meta Platforms, Inc. with a value of $33.5M, Fidelity Merrimack Str Tr Tota with a value of $26.4M, and Alphabet Inc. with a value of $25.7M.
Examining the 13F form we can see an increase of $33.2M in the current position value, from $823M to 856M.
Below you can find more details about W.G. Shaheen & Associates Dba Whitney & CO portfolio as well as his latest detailed transactions.
Portfolio value
$856 Million
Technology: $248 Million
ETFs: $115 Million
Financial Services: $103 Million
Healthcare: $91 Million
Communication Services: $78.8 Million
Consumer Cyclical: $64.4 Million
Industrials: $60.7 Million
Consumer Defensive: $57.4 Million
Other: $38.3 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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