W.G. Shaheen & Associates DBA Whitney & Co - Portfolio overview

W.G. Shaheen & Associates DBA Whitney & Co has 187 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 11.97%
2. MSFT - MICROSOFT CORP, 3.98%
3. GOOG - ALPHABET INC, 3.69%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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