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W.G. Shaheen & Associates DBA Whitney & Co

All holdings · as of Dec 31, 2025

173 positions

CompanyClassValueShares% of portfolio
Apple Inc.—$154.88M569,71812.3%
MICROSOFT CORP—$60.83M125,7824.8%
Alphabet Inc.—$48.38M154,1593.9%
Meta Platforms Inc—$37.44M56,7213.0%
Alphabet Inc.—$37.24M118,9663.0%
Broadcom Inc.—$36.60M105,7622.9%
NVIDIA Corp—$36.08M193,4512.9%
FIDELITY MERRIMACK STR TR—$35.85M778,6642.9%
Amazon.com Inc—$34.70M150,3392.8%
JPMORGAN CHASE & CO—$32.08M99,5512.6%
iShares MSCI UAE ETF—$31.00M208,5152.5%
Warren E. Buffett—$27.39M54,4932.2%
DOUBLELINE ETF TRUST—$25.19M543,3382.0%
SCHWAB CHARLES CORP—$24.88M248,9882.0%
Visa Inc—$23.19M66,1201.8%
RTX Corp—$22.08M120,4141.8%
VERTEX PHARMACEUTICALS INC / MA—$20.02M44,1641.6%
ELI LILLY & Co—$19.63M18,2651.6%
SELECT SECTOR SPDR TR—$18.30M409,4121.5%
Booking Holdings Inc—$16.98M3,1701.4%
Newmont Corp—$15.65M156,7831.2%
Ryanair Holdings PLC—$15.41M213,4491.2%
ADOBE INC.—$15.04M42,9651.2%
LAM RESEARCH CORP—$15.02M87,7621.2%
BlackRock, Inc.—$14.78M13,8061.2%
Edwards Lifesciences Corp—$14.57M170,8771.2%
Cigna Group—$14.38M52,2521.1%
ASML HOLDING N V—$13.87M12,9681.1%
Salesforce Inc—$13.46M50,7931.1%
NOVO-NORDISK A S—$13.37M262,7831.1%
LOWES COMPANIES INC—$13.31M55,2001.1%
Interactive Brokers Group Inc—$12.18M189,4501.0%
CAMECO CORP—$12.00M131,1261.0%
PAYCHEX INC—$11.96M106,6201.0%
RESMED INC—$11.80M48,9810.9%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$11.72M38,5600.9%
Merck & Co., Inc.—$11.61M110,3430.9%
CHEVRON CORP—$10.67M69,9970.8%
VANGUARD WHITEHALL FDS—$10.42M154,5890.8%
COSTCO WHOLESALE CORP /NEW—$10.36M12,0090.8%
Marvell Technology, Inc.—$10.31M121,3290.8%
Copart Inc—$9.57M244,5130.8%
DOUBLELINE ETF TRUST—$9.27M186,7490.7%
STRYKER CORP—$9.24M26,2850.7%
DOUBLELINE ETF TRUST—$9.06M174,5230.7%
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP—$8.39M39,2910.7%
Mondelez International, Inc.—$7.46M138,6320.6%
RANGE RESOURCES CORP—$7.19M204,0310.6%
ISHARES TR—$7.14M161,2380.6%
State Street SPDR S&P Oil & Gas Exploration & Production ETF—$6.88M54,5080.5%
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