W.G. Shaheen & Associates DBA Whitney & Co
Top Portfolio Positions
143 positions ·
$978,348,117 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
571,663 | $145,082,352 | 14.83% | |
| MSFT |
Microsoft Corp
Technology
|
130,159 | $48,180,957 | 4.92% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
121,394 | $34,908,058 | 3.57% | |
| NVDA |
Nvidia Corp
Technology
|
195,035 | $34,014,104 | 3.48% | |
| AVGO |
Broadcom Inc.
Technology
|
106,142 | $32,852,010 | 3.36% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
156,920 | $32,681,728 | 3.34% | |
| META |
Meta Platforms, Inc.
Communication Services
|
56,995 | $32,608,549 | 3.33% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
99,312 | $29,213,617 | 2.99% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
57,570 | $27,587,544 | 2.82% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
252,183 | $23,700,158 | 2.42% |
Portfolio Trend
25 quarters · across all stocks
Holdings in GPUS
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,500 | 30,000 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $5,400 | 30,000 | Shares | Sole | 2026-01-30 | |
| No 13F history on record for this holder in this stock. | ||||||