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W.G. Shaheen & Associates DBA Whitney & Co

All holdings · as of Dec 31, 2025

173 positions

CompanyClassValueShares% of portfolio
ISHARES TR$6.66M69,1330.5%
RENTOKIL INITIAL PLC$6.02M204,4250.5%
HONEYWELL INTERNATIONAL INC$5.86M30,0130.5%
Union Pacific Corp$5.43M23,4740.4%
NIKE, Inc.$5.12M80,2960.4%
JOHNSON & JOHNSON$5.12M24,7170.4%
HERSHEY CO$5.09M27,9760.4%
SPDR GOLD TR$5.06M12,7650.4%
NORFOLK SOUTHERN CORP$4.52M15,6630.4%
Tesla Inc$4.27M9,4870.3%
AbbVie Inc.$4.24M18,5690.3%
Medtronic plc$4.20M43,7380.3%
Simon Property Group Inc$3.93M21,2490.3%
Lululemon Athletica Inc$3.89M18,7190.3%
ISHARES BITCOIN TRUST ETF$3.84M77,4030.3%
CNH Industrial N.V.$3.48M377,8170.3%
PROCTER & GAMBLE Co$3.32M23,1700.3%
AMGEN INC$3.11M9,5070.2%
CISCO SYSTEMS, INC.$3.02M39,1450.2%
ISHARES TR$2.93M64,3820.2%
ORACLE CORP$2.85M14,6380.2%
COCA COLA CO$2.52M36,0650.2%
Eaton Corp plc$2.50M7,8590.2%
HOME DEPOT, INC.$2.48M7,1930.2%
MICRON TECHNOLOGY INC$2.19M7,6630.2%
GENERAL DYNAMICS CORP$2.14M6,3590.2%
MCDONALD'S CORP$2.12M6,9210.2%
The PNC Financial Services Group, Inc.$1.82M8,7100.1%
SELECT SECTOR SPDR TR$1.81M12,5910.1%
SYSCO CORP$1.81M24,5710.1%
PEPSICO INC$1.80M12,5190.1%
EXXON MOBIL CORP$1.77M14,6970.1%
AMERICAN EXPRESS CO$1.72M4,6570.1%
STARBUCKS CORP$1.72M20,4340.1%
BROOKFIELD CORP$1.70M37,0850.1%
CVS HEALTH Corp$1.69M21,2750.1%
ISHARES INC$1.56M23,2240.1%
AMERICAN ELECTRIC POWER CO INC$1.47M12,7700.1%
BANK OF AMERICA CORP /DE$1.47M26,6780.1%
Intuitive Surgical Inc$1.43M2,5170.1%
CORNING INC /NY$1.28M14,6030.1%
ELBIT SYS LTD$1.24M2,1400.1%
THE GOLDMAN SACHS GROUP, INC.$1.16M1,3170.1%
SPDR S&P 500 ETF TR$1.15M1,6890.1%
INVESCO QQQ TR$1.08M1,7650.1%
ISHARES TR$1.08M20,1190.1%
SHOPIFY INC$1.02M6,3400.1%
INTERNATIONAL BUSINESS MACHINES CORP$999.8K3,3750.1%
ISHARES GOLD TR$929.3K11,4490.1%
Elevance Health Inc$924.4K2,6370.1%
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