Holdings
W.G. Shaheen & Associates DBA Whitney & Co
As of Jun 30, 2026, W.G. Shaheen & Associates DBA Whitney & Co reported 130 positions worth US$1.12B. Largest: Apple Inc, Alphabet Inc (google) Class C and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 588K | US$170M | +16,357 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 277K | US$98.9M | −87 | Jun 30, 2026 |
| Microsoft Corp. | 143K | US$53.4M | +12,951 | Jun 30, 2026 |
| Nvidia Corporation | 196K | US$39.2M | +879 | Jun 30, 2026 |
| Amazon.com, Inc. | 158K | US$37.5M | +625 | Jun 30, 2026 |
| Lam Research Corporation | 80,801 | US$35M | −461 | Jun 30, 2026 |
| Broadcom Inc. | 89,737 | US$33.9M | −16,405 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 99,281 | US$32.5M | −31 | Jun 30, 2026 |
| Meta Platforms, Inc. | 57,385 | US$32.3M | +390 | Jun 30, 2026 |
| Marvell Technology, Inc. | 108K | US$32.2M | −14,913 | Jun 30, 2026 |