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

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

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	W.g. Shaheen & Associates Dba Whitney & Co
Portfolio Value	$940,791,224

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Apple Inc.	AAPL	557,320	$123,797,387	13.16%
2.	Microsoft Corp	MSFT	110,872	$41,620,059	4.42%
3.	Meta Platforms Inc.	META	53,604	$30,895,407	3.28%
4.	Fidelity Merrimack Str Tr - TOTAL BD ETF		673,137	$30,728,723	3.27%
5.	Amazon Com Inc	AMZN	137,782	$26,214,473	2.79%