W.G. Shaheen & Associates Dba Whitney & Co - Q22026 Holdings

W.G. Shaheen & Associates Dba Whitney & Co holds 179 stocks with a total portfolio value of $ 1.37B as of Q22026. In Q22026, W.G. Shaheen & Associates Dba Whitney & Co added 9 new positions, increased stakes in 83 stocks, reduced 61 holdings, and fully exited 5 positions. The largest holding is Apple Inc (AAPL), representing 12.43% of the total portfolio.