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Home > Institutional Investor > W.g. Shaheen & Associates Dba Whitney & Co > Profile

Instuitional Investor - W.g. Shaheen & Associates Dba Whitney & Co

Fund Profile
Filing Period:
Fund Name: W.g. Shaheen & Associates Dba Whitney & Co
Portfolio Value $772,869,334
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 565,724 $108,918,841 14.09%
2.
Microsoft Corp
 MSFT 111,906 $42,081,184 5.44%
3.
Fidelity Merrimack Str Tr
 539,480 $24,837,668 3.21%
4.
Meta Platforms Inc.
 META 68,308 $24,178,193 3.12%
5.
Ishares Trust
 IEF 208,092 $21,897,494 2.83%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)