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W.G. Shaheen & Associates DBA Whitney & Co

All holdings · as of Dec 31, 2025

173 positions

CompanyClassValueShares% of portfolio
SELECT SECTOR SPDR TR—$456.5K8,3350.0%
APPLIED MATERIALS INC /DE—$460.3K1,7910.0%
TRUIST FINANCIAL CORP—$480.6K9,7670.0%
Walt Disney Co—$491.6K4,3210.0%
BlackRock MuniYield New York Quality Fund, Inc.—$533.0K53,7850.0%
GILDAN ACTIVEWEAR INC—$549.6K8,8000.0%
L3HARRIS TECHNOLOGIES, INC. /DE—$560.7K1,9100.0%
ISHARES TR—$575.9K18,6000.0%
NEXTERA ENERGY INC—$606.8K7,5580.0%
Phillips 66—$618.5K4,7930.0%
United Parcel Service Inc—$618.7K6,2370.0%
WASTE MANAGEMENT INC—$630.4K2,8690.1%
IDEXX LABORATORIES INC /DE—$635.9K9400.1%
IREN LIMITED—$686.7K18,1800.1%
TARGET CORP—$698.2K7,1430.1%
VANGUARD INDEX FDS—$702.4K2,0950.1%
BRISTOL MYERS SQUIBB CO—$708.7K13,1390.1%
WELLS FARGO & COMPANY/MN—$758.6K8,1400.1%
iShares MSCI UAE ETF—$820.9K7,4500.1%
PayPal Holdings, Inc.—$859.5K14,7220.1%
CONSTELLATION BRANDS, INC.—$860.2K6,2350.1%
ISHARES TR—$891.6K8,9270.1%
ABBOTT LABORATORIES—$910.8K7,2700.1%
Elevance Health Inc—$924.4K2,6370.1%
ISHARES GOLD TR—$929.3K11,4490.1%
INTERNATIONAL BUSINESS MACHINES CORP—$999.8K3,3750.1%
SHOPIFY INC—$1.02M6,3400.1%
ISHARES TR—$1.08M20,1190.1%
INVESCO QQQ TR—$1.08M1,7650.1%
SPDR S&P 500 ETF TR—$1.15M1,6890.1%
THE GOLDMAN SACHS GROUP, INC.—$1.16M1,3170.1%
ELBIT SYS LTD—$1.24M2,1400.1%
CORNING INC /NY—$1.28M14,6030.1%
Intuitive Surgical Inc—$1.43M2,5170.1%
BANK OF AMERICA CORP /DE—$1.47M26,6780.1%
AMERICAN ELECTRIC POWER CO INC—$1.47M12,7700.1%
ISHARES INC—$1.56M23,2240.1%
CVS HEALTH Corp—$1.69M21,2750.1%
BROOKFIELD CORP—$1.70M37,0850.1%
STARBUCKS CORP—$1.72M20,4340.1%
AMERICAN EXPRESS CO—$1.72M4,6570.1%
EXXON MOBIL CORP—$1.77M14,6970.1%
PEPSICO INC—$1.80M12,5190.1%
SYSCO CORP—$1.81M24,5710.1%
SELECT SECTOR SPDR TR—$1.81M12,5910.1%
The PNC Financial Services Group, Inc.—$1.82M8,7100.1%
MCDONALD'S CORP—$2.12M6,9210.2%
GENERAL DYNAMICS CORP—$2.14M6,3590.2%
MICRON TECHNOLOGY INC—$2.19M7,6630.2%
HOME DEPOT, INC.—$2.48M7,1930.2%
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