HoldingsChannel.com
W.G. Shaheen & Associates DBA Whitney & Co Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ISHARES TR (IGSB) 491,943 +9,561 $25,758
     IGSB491,943+9,561$25,758
ISHARES TR (AGG) 212,876 +8,138 $24,559
     AGG212,876+8,138$24,559
APPLE INC 93,443 -14,704 $23,762
     AAPL93,443-14,704$23,762
MICROSOFT CORP 105,915 +611 $16,704
     MSFT105,915+611$16,704
ISHARES U S ETF TR (NEAR) 330,065 -41,347 $16,005
     NEAR330,065-41,347$16,005
ISHARES TR (IUSB) 264,662 +6,633 $13,895
     IUSB264,662+6,633$13,895
ISHARES TR (ITOT) 188,555 +7,045 $10,787
     ITOT188,555+7,045$10,787
INTEL CORP 197,378 -3,239 $10,682
     INTC197,378-6,439$10,682
FACEBOOK INC 57,801 +106 $9,641
     FB57,801+106$9,641
MERCK & CO. INC 119,284 +24,100 $9,178
     MRK119,284+24,100$9,178
AMAZON COM INC 4,588 +3,870 $8,945
     AMZN4,588+3,870$8,945
COMCAST CORP NEW 253,006 +4,583 $8,698
     CMCSA253,006+4,583$8,698
CISCO SYS INC 204,426 +2,954 $8,036
     CSCO204,426+2,954$8,036
UNITED TECHNOLOGIES CORP 83,336 +10,150 $7,861
     UTX83,336+10,150$7,861
CONSTELLATION BRANDS INC 51,230 +5,335 $7,344
     STZ51,230+5,335$7,344
ALPHABET INC 6,284 +113 $7,308
     GOOG6,284+113$7,308
ALPHABET INC 6,272 -170 $7,288
     GOOGL6,272-170$7,288
JPMORGAN CHASE & CO 80,304 +1,620 $7,230
     JPM80,304+1,620$7,230
PAYPAL HLDGS INC 74,192 +38 $7,103
     PYPL74,192+38$7,103
MONDELEZ INTL INC 126,275 +942 $6,324
     MDLZ126,275+942$6,324
LOWES COS INC 73,306 +935 $6,308
     LOW73,306+935$6,308
SCHWAB CHARLES CORP 181,707 -2,015 $6,109
     SCHW181,707-2,015$6,109
BERKSHIRE HATHAWAY INC DEL      $6,063
     BRK.B33,160+33,160$6,063
AMERICAN TOWER CORP NEW 26,672 -488 $5,808
     AMT26,672-488$5,808
PFIZER INC 177,933 +5,054 $5,808
     PFE177,933+5,054$5,808
AMGEN INC 28,539 +395 $5,786
     AMGN28,539+395$5,786
ISHARES TR (TIP) 48,736 +11,312 $5,747
     TIP48,736+11,312$5,747
NEWMONT CORP 120,595 +4,333 $5,461
     NEM120,595+4,333$5,461
CIGNA CORP NEW 30,700 +291 $5,439
     CI30,700+291$5,439
PROCTER & GAMBLE CO 48,349 -1,943 $5,318
     PG48,349-1,943$5,318
NORFOLK SOUTHERN CORP 35,168 -663 $5,135
     NSC35,168-663$5,135
NUTRIEN LTD 151,199 -6,411 $5,132
     NTR151,199-6,411$5,132
BECTON DICKINSON & CO 21,811 +176 $5,012
     BDX21,811+176$5,012
ADOBE INC 15,498 +1,245 $4,932
     ADBE15,498+1,245$4,932
PAYCHEX INC 77,992 +311 $4,907
     PAYX77,992+311$4,907
COSTCO WHSL CORP NEW 17,036 -125 $4,857
     COST17,036-125$4,857
BLACKROCK INC 10,751 +152 $4,730
     BLK10,751+152$4,730
DISCOVERY INC 238,502 -1,888 $4,636
     DISCA238,502-1,888$4,636
ISHARES TR (PFF) 140,789 +4,096 $4,483
     PFF140,789+4,096$4,483
BOOKING HLDGS INC 3,204 +1,728 $4,310
     BKNG3,204+1,728$4,310
ISHARES TR (EMB) 43,200 +10,423 $4,177
     EMB43,200+10,423$4,177
LIBERTY MEDIA CORP DEL 124,984 +1,554 $3,961
     LSXMA124,984+1,554$3,961
GILEAD SCIENCES INC 52,334 +1,385 $3,913
     GILD52,334+1,385$3,913
DELL TECHNOLOGIES INC 95,849 +3,617 $3,791
     DELL95,849+3,617$3,791
PNC FINL SVCS GROUP INC 32,642 +513 $3,125
     PNC32,642+513$3,125
GILDAN ACTIVEWEAR INC 238,921 +52,494 $3,049
     GIL238,921+52,494$3,049
CHEVRON CORP NEW 42,034 -1,624 $3,046
     CVX42,034-1,624$3,046
ALLERGAN PLC 16,819 -8,839 $2,979
     AGN16,819-8,839$2,979
PHILLIPS 66 50,093 +1,028 $2,688
     PSX50,093+1,028$2,688
CONOCOPHILLIPS 83,239 -1,289 $2,564
     COP83,239-1,289$2,564

See Full List: All Stocks Held By W.G. Shaheen & Associates DBA Whitney & Co
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By W.G. Shaheen & Associates DBA Whitney & Co

Size ($ in 1000's)
At 03/31/2020: $405,398
At 12/31/2019: $502,097

W.G. Shaheen & Associates DBA Whitney & Co holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from W.G. Shaheen & Associates DBA Whitney & Co 13F filings. Link to 13F filings: SEC filings

W.G. Shaheen & Associates DBA Whitney & Co Top Holdings 13F Filings | www.HoldingsChannel.com

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