W.G. Shaheen & Associates Dba Whitney & Co - Q12026 Holdings

W.G. Shaheen & Associates Dba Whitney & Co holds 175 stocks with a total portfolio value of $ 1.2B as of Q12026. In Q12026, W.G. Shaheen & Associates Dba Whitney & Co added 10 new positions, increased stakes in 91 stocks, reduced 53 holdings, and fully exited 8 positions. The largest holding is Apple Inc (AAPL), representing 12.08% of the total portfolio.