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

Fund Profile
Filing Period:
Fund Name: W.g. Shaheen & Associates Dba Whitney & Co
Portfolio Value $1,013,637,218
Filing Period:
No. Security Ticker Shares Value % Port
1. AAPL 556,836 $114,246,028 11.27%
2. MSFT 110,507 $54,967,153 5.42%
3. META 53,385 $39,402,825 3.89%
4.
Fidelity Merrimack Str Tr - TOTAL BD ETF
688,361 $31,492,530 3.11%
5. AMZN 138,306 $30,342,854 2.99%