W.G. Shaheen & Associates Dba Whitney & Co - Q32026 Holdings

W.G. Shaheen & Associates Dba Whitney & Co holds 181 stocks with a total portfolio value of $ 1.4B as of Q32026. In Q32026, W.G. Shaheen & Associates Dba Whitney & Co added 10 new positions, increased stakes in 47 stocks, reduced 98 holdings, and fully exited 8 positions. The largest holding is Apple Inc (AAPL), representing 13.71% of the total portfolio.