W.G. Shaheen & Associates DBA Whitney & Co Q3 2025 Filing
Filed November 7, 2025
Portfolio Value
$1.1B
Holdings
144
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (144 positions)
| Stock | Value |
|---|---|
SRESEMPRA | $397K |
BXBLACKSTONE INC | $392K |
NFLXNETFLIX INC | $390K |
ORLYOREILLY AUTOMOTIVE INC | $388K |
INTCINTEL CORP | $380K |
TMPTOMPKINS FINL CORP | $379K |
ULTAULTA BEAUTY INC | $375K |
XLVSELECT SECTOR SPDR TR | $372K |
XLFISELECT SECTOR SPDR TR | $356K |
VIGVANGUARD SPECIALIZED FUNDS | $352K |
PLTRPALANTIR TECHNOLOGIES INC | $345K |
PSXPHILLIPS 66 | $326K |
OREALTY INCOME CORP | $319K |
SRSPIRE INC | $318K |
PREFPRINCIPAL EXCHANGE TRADED FD | $316K |
EFAISHARES TR | $308K |
MINTPIMCO ETF TR | $302K |
JJACOBS SOLUTIONS INC | $285K |
ISRGINTUITIVE SURGICAL INC | $263K |
BABAALIBABA GROUP HLDG LTD | $258K |
IXNISHARES TR | $258K |
MUBISHARES TR | $243K |
NPOENPRO INC | $235K |
VGLTVANGUARD SCOTTSDALE FDS | $231K |
SHWSHERWIN WILLIAMS CO | $229K |
MAMASTERCARD INCORPORATED | $228K |
PEPPEPSICO INC | $228K |
GBTCGRAYSCALE BITCOIN TRUST ETF | $224K |
VTVVANGUARD INDEX FDS | $220K |
CARRCARRIER GLOBAL CORPORATION | $215K |
XLYSELECT SECTOR SPDR TR | $211K |
MARMARRIOTT INTL INC NEW | $210K |
MTBM & T BK CORP | $208K |
IBOCINTERNATIONAL BANCSHARES COR | $206K |
QUALISHARES TR | $206K |
KTOSKRATOS DEFENSE & SEC SOLUTIO | $206K |
EVRGEVERGY INC | $205K |
SLVISHARES SILVER TR | $142K |
VYXNCR VOYIX CORPORATION | $126K |
NUAINEW ERA ENERGY & DIGITAL INC | $113K |
AMCRAMCOR PLC | $92K |
FUBOFUBOTV INC | $54K |
UAVSAGEAGLE AERIAL SYS INC NEW | $35K |
ALTALTIMMUNE INC | $12K |
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