W.G. Shaheen & Associates Dba Whitney & Co - Q42025 Holdings

W.G. Shaheen & Associates Dba Whitney & Co holds 173 stocks with a total portfolio value of $ 1.26B as of Q42025. In Q42025, W.G. Shaheen & Associates Dba Whitney & Co added 39 new positions, increased stakes in 79 stocks, reduced 36 holdings, and fully exited 10 positions. The largest holding is Apple Inc (AAPL), representing 12.32% of the total portfolio.