W.G. Shaheen & Associates DBA Whitney & Co Q4 2025 Filing
Filed January 30, 2026
Portfolio Value
$1.3B
Holdings
173
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (173 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $154.9M |
MSFTMICROSOFT CORP | $60.8M |
GOOGALPHABET INC | $48.4M |
METAMETA PLATFORMS INC | $37.4M |
GOOGLALPHABET INC | $37.2M |
AVGOBROADCOM INC | $36.6M |
NVDANVIDIA CORPORATION | $36.1M |
FBNDFIDELITY MERRIMACK STR TR | $35.8M |
AMZNAMAZON COM INC | $34.7M |
JPMJPMORGAN CHASE & CO. | $32.1M |
ITOTISHARES TR | $31.0M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $27.4M |
DBNDDOUBLELINE ETF TRUST | $25.2M |
SCHWSCHWAB CHARLES CORP | $24.9M |
VVISA INC | $23.2M |
RTXRTX CORPORATION | $22.1M |
VRTXVERTEX PHARMACEUTICALS INC | $20.0M |
LLYELI LILLY & CO | $19.6M |
XLESELECT SECTOR SPDR TR | $18.3M |
BKNGBOOKING HOLDINGS INC | $17.0M |
NEMNEWMONT CORP | $15.7M |
RYAAYRYANAIR HOLDINGS PLC | $15.4M |
ADBEADOBE INC | $15.0M |
LRCXLAM RESEARCH CORP | $15.0M |
BLKBLACKROCK INC | $14.8M |
EWEDWARDS LIFESCIENCES CORP | $14.6M |
CITHE CIGNA GROUP | $14.4M |
ASMLASML HOLDING N V | $13.9M |
CRMSALESFORCE INC | $13.5M |
NVONOVO-NORDISK A S | $13.4M |
LOWLOWES COS INC | $13.3M |
IBKRINTERACTIVE BROKERS GROUP IN | $12.2M |
CCOCAMECO CORP | $12.0M |
PAYXPAYCHEX INC | $12.0M |
RMERESMED INC | $11.8M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $11.7M |
MRKMERCK & CO INC | $11.6M |
CVXCHEVRON CORP NEW | $10.7M |
VWOBVANGUARD WHITEHALL FDS | $10.4M |
COSTCOSTCO WHSL CORP NEW | $10.4M |
MRVLMARVELL TECHNOLOGY INC | $10.3M |
CPRTCOPART INC | $9.6M |
DMBSDOUBLELINE ETF TRUST | $9.3M |
SYKSTRYKER CORPORATION | $9.2M |
DCREDOUBLELINE ETF TRUST | $9.1M |
WABWABTEC | $8.4M |
MDLZMONDELEZ INTL INC | $7.5M |
RRCRANGE RES CORP | $7.2M |
ICOPISHARES TR | $7.1M |
XOPSPDR SERIES TRUST | $6.9M |
ITBISHARES TR | $6.7M |
RTORENTOKIL INITIAL PLC | $6.0M |
HONHONEYWELL INTL INC | $5.9M |
UNPUNION PAC CORP | $5.4M |
JNJJOHNSON & JOHNSON | $5.1M |
NKENIKE INC | $5.1M |
HSYHERSHEY CO | $5.1M |
GQ9SPDR GOLD TR | $5.1M |
GPUSHYPERSCALE DATA INC | $5.0M |
NSCNORFOLK SOUTHN CORP | $4.5M |
TSLATESLA INC | $4.3M |
ABBVABBVIE INC | $4.2M |
MDTMEDTRONIC PLC | $4.2M |
SPGSIMON PPTY GROUP INC NEW | $3.9M |
LULULULULEMON ATHLETICA INC | $3.9M |
IBITISHARES BITCOIN TRUST ETF | $3.8M |
CNHICNH INDL N V | $3.5M |
PGPROCTER AND GAMBLE CO | $3.3M |
AMGNAMGEN INC | $3.1M |
CSCOCISCO SYS INC | $3.0M |
IQLTISHARES TR | $2.9M |
ORCLORACLE CORP | $2.9M |
KOCOCA COLA CO | $2.5M |
ETNEATON CORP PLC | $2.5M |
HDHOME DEPOT INC | $2.5M |
MUMICRON TECHNOLOGY INC | $2.2M |
GDGENERAL DYNAMICS CORP | $2.1M |
MCDMCDONALDS CORP | $2.1M |
PNCPNC FINL SVCS GROUP INC | $1.8M |
XLKSELECT SECTOR SPDR TR | $1.8M |
SYYSYSCO CORP | $1.8M |
PEPPEPSICO INC | $1.8M |
XOMEXXON MOBIL CORP | $1.8M |
AXPAMERICAN EXPRESS CO | $1.7M |
SBUXSTARBUCKS CORP | $1.7M |
BNBROOKFIELD CORP | $1.7M |
CVSCVS HEALTH CORP | $1.7M |
IEMGISHARES INC | $1.6M |
AEPAMERICAN ELEC PWR CO INC | $1.5M |
BACBANK AMERICA CORP | $1.5M |
ISRGINTUITIVE SURGICAL INC | $1.4M |
GLWCORNING INC | $1.3M |
ESLTELBIT SYS LTD | $1.2M |
GSGOLDMAN SACHS GROUP INC | $1.2M |
SPYSPDR S&P 500 ETF TR | $1.2M |
NDQINVESCO QQQ TR | $1.1M |
NYFISHARES TR | $1.1M |
SHOPSHOPIFY INC | $1.0M |
IBMINTERNATIONAL BUSINESS MACHS | $999K |
IAU*ISHARES GOLD TR | $929K |
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