W.G. Shaheen & Associates DBA Whitney & Co Diversified Active

Location: Rochester, NY

CIK: 0001577001 · Show all filings

Period: Q2 2013 (Next →)

Filing Date: Aug 12, 2013

Total Value: $137M (100.0% shares, 0.0% debt)

Holdings (90)

AAPL Apple Inc 3.7%
Value $5.003M Shares 12,616 Est. Cost $13.16 Unrealized 0.0%
PAYX Paychex Inc 3.6%
Value $4.878M Shares 133,599 Est. Cost $25.02 Unrealized 0.0%
Verizon Communications Inc 2.8%
Value $3.778M Shares 75,050 Est. Cost $50.34 Unrealized
Exxon Mobil Corp 2.7%
Value $3.666M Shares 40,577 Est. Cost $90.35 Unrealized
Home Properties Inc 2.6%
Value $3.532M Shares 54,025 Est. Cost $65.38 Unrealized
Abbvie Inc 2.3%
Value $3.181M Shares 76,950 Est. Cost $41.34 Unrealized
Buckeye Partners LP 2.2%
Value $3.04M Shares 43,325 Est. Cost $70.17 Unrealized
M & T Bank Corp 2.2%
Value $2.947M Shares 26,375 Est. Cost $111.73 Unrealized
EPD Enterprise Products Partners L 2.1%
Value $2.93M Shares 47,148 Est. Cost $62.14 Unrealized
CAT Caterpillar Inc 2.1%
Value $2.88M Shares 34,917 Est. Cost $61.55 Unrealized 0.0%
EMC Corp MA 2.0%
Value $2.724M Shares 115,335 Est. Cost $23.62 Unrealized
DirecTV 2.0%
Value $2.698M Shares 43,775 Est. Cost $61.63 Unrealized
AFL Aflac Inc 2.0%
Value $2.682M Shares 46,150 Est. Cost $20.11 Unrealized 0.0%
Tesoro Logistics LP 2.0%
Value $2.68M Shares 44,327 Est. Cost $60.46 Unrealized
Bed Bath & Beyond Inc 1.9%
Value $2.636M Shares 37,150 Est. Cost $70.96 Unrealized
PNC PNC Financial Services Group I 1.9%
Value $2.636M Shares 36,150 Est. Cost $47.34 Unrealized 0.0%
JNJ Johnson & Johnson 1.9%
Value $2.622M Shares 30,535 Est. Cost $59.66 Unrealized 0.0%
Cisco Systems Inc 1.9%
Value $2.615M Shares 107,460 Est. Cost $24.33 Unrealized
United Technologies Corp 1.9%
Value $2.591M Shares 27,875 Est. Cost $92.95 Unrealized
Sunoco Logistics Partners LP 1.9%
Value $2.537M Shares 39,679 Est. Cost $63.94 Unrealized
Agrium Inc 1.8%
Value $2.517M Shares 28,950 Est. Cost $86.94 Unrealized
KO Coca-Cola Co 1.8%
Value $2.504M Shares 62,424 Est. Cost $27.85 Unrealized 0.0%
Laclede Group Inc 1.8%
Value $2.495M Shares 54,651 Est. Cost $45.65 Unrealized
General Electric Co 1.8%
Value $2.449M Shares 105,618 Est. Cost $23.19 Unrealized
CNND Canandaigua Natl Corp 1.8%
Value $2.428M Shares 19,117 Est. Cost $82.71 Unrealized 0.0%
TMP Tompkins Financial Corporation 1.8%
Value $2.406M Shares 53,236 Est. Cost $27.90 Unrealized 0.0%
Aetna Inc 1.7%
Value $2.38M Shares 37,450 Est. Cost $63.55 Unrealized
BA Boeing Co 1.7%
Value $2.327M Shares 22,715 Est. Cost $80.37 Unrealized 0.0%
Du Pont E I de Nemours & Co 1.7%
Value $2.31M Shares 43,993 Est. Cost $52.51 Unrealized
QCOM Qualcomm Inc 1.7%
Value $2.277M Shares 37,275 Est. Cost $45.06 Unrealized 0.0%
Express Scripts Holding Co 1.6%
Value $2.172M Shares 35,175 Est. Cost $61.75 Unrealized
Freeport-McMoran Copper & Gold 1.6%
Value $2.133M Shares 77,271 Est. Cost $27.60 Unrealized
SO Southern Co 1.5%
Value $2.048M Shares 46,400 Est. Cost $26.74 Unrealized 0.0%
MSFT Microsoft Corp 1.4%
Value $1.97M Shares 57,020 Est. Cost $26.70 Unrealized 0.0%
NSC Norfolk Southern Corp 1.4%
Value $1.889M Shares 26,000 Est. Cost $57.67 Unrealized 0.0%
PG Procter & Gamble Co 1.4%
Value $1.889M Shares 24,542 Est. Cost $55.00 Unrealized 0.0%
NCR Corp 1.4%
Value $1.884M Shares 57,100 Est. Cost $32.99 Unrealized
WMT Wal-Mart Stores Inc 1.4%
Value $1.868M Shares 25,077 Est. Cost $19.98 Unrealized 0.0%
Harris Corp 1.4%
Value $1.863M Shares 37,825 Est. Cost $49.25 Unrealized
Marathon Oil Corp 1.3%
Value $1.781M Shares 51,509 Est. Cost $34.58 Unrealized
CVX Chevron Corp 1.2%
Value $1.625M Shares 13,728 Est. Cost $71.30 Unrealized 0.0%
TEVA Teva Pharmaceutical Industries 1.2%
Value $1.607M Shares 41,000 Est. Cost $39.20 Unrealized
INTC Intel Corp 1.1%
Value $1.442M Shares 59,503 Est. Cost $17.18 Unrealized 0.0%
IBM International Business Machine 1.0%
Value $1.413M Shares 7,394 Est. Cost $118.94 Unrealized 0.0%
Google Inc Cl A 1.0%
Value $1.409M Shares 1,600 Est. Cost $880.63 Unrealized
Waste Management Inc 1.0%
Value $1.321M Shares 32,750 Est. Cost $40.34 Unrealized
PSX Phillips 66 0.9%
Value $1.173M Shares 19,916 Est. Cost $40.44 Unrealized 0.0%
Kinder Morgan Energy Partners 0.8%
Value $1.097M Shares 12,850 Est. Cost $85.37 Unrealized
ConocoPhillips 0.7%
Value $987K Shares 16,311 Est. Cost $60.51 Unrealized
JPMorgan Chase & Co 0.7%
Value $932K Shares 17,650 Est. Cost $52.80 Unrealized
Health Care REIT Inc 0.7%
Value $895K Shares 13,350 Est. Cost $67.04 Unrealized
SYY Sysco Corp 0.6%
Value $882K Shares 25,822 Est. Cost $24.40 Unrealized 0.0%
GLW Corning Inc 0.6%
Value $827K Shares 58,100 Est. Cost $10.49 Unrealized 0.0%
SPDR Gold Trust Gold 0.6%
Value $813K Shares 6,825 Est. Cost $119.12 Unrealized
DODFX Dodge & Cox Funds Intl Stock F 0.6%
Value $769K Shares 21,061 Est. Cost $36.51 Unrealized
TECO Energy Inc 0.5%
Value $725K Shares 42,200 Est. Cost $17.18 Unrealized
WellPoint Inc 0.5%
Value $712K Shares 8,700 Est. Cost $81.84 Unrealized
3M Co 0.5%
Value $711K Shares 6,506 Est. Cost $109.28 Unrealized
MDLZ Mondelez Intl Inc Cl A 0.5%
Value $693K Shares 24,296 Est. Cost $23.16 Unrealized 0.0%
AEP American Electric Power Inc 0.5%
Value $685K Shares 15,300 Est. Cost $30.44 Unrealized 0.0%
SYK Stryker Corp 0.5%
Value $676K Shares 10,450 Est. Cost $56.92 Unrealized 0.0%
PowerShares ETF Trust Water Re 0.5%
Value $648K Shares 29,400 Est. Cost $22.04 Unrealized
PAA Plains All American Pipeline L 0.5%
Value $642K Shares 11,500 Est. Cost $55.83 Unrealized
Beam Inc 0.4%
Value $603K Shares 9,559 Est. Cost $63.08 Unrealized
MetLife Inc 0.4%
Value $593K Shares 12,950 Est. Cost $45.79 Unrealized
SunTrust Banks Inc 0.4%
Value $576K Shares 18,250 Est. Cost $31.56 Unrealized
Oracle Corp 0.4%
Value $559K Shares 18,215 Est. Cost $30.69 Unrealized
PowerShares QQQ Ser 1 0.4%
Value $517K Shares 7,255 Est. Cost $71.26 Unrealized
Transocean Ltd Reg 0.3%
Value $453K Shares 9,450 Est. Cost $47.94 Unrealized
AMGN Amgen Inc 0.3%
Value $434K Shares 4,400 Est. Cost $73.34 Unrealized 0.0%
PEP PepsiCo Inc 0.3%
Value $430K Shares 5,252 Est. Cost $56.00 Unrealized 0.0%
Fortune Brands Home & Sec Inc 0.3%
Value $381K Shares 9,830 Est. Cost $38.76 Unrealized
Ensco PLC Class A 0.3%
Value $360K Shares 6,200 Est. Cost $58.06 Unrealized
Kraft Foods Group Inc 0.3%
Value $354K Shares 6,335 Est. Cost $55.88 Unrealized
ACINX Columbia Acorn Tr Intl Cl Z 0.2%
Value $342K Shares 8,000 Est. Cost $42.75 Unrealized
CVS CVS Caremark Corporation 0.2%
Value $337K Shares 5,900 Est. Cost $41.44 Unrealized 0.0%
Arctic Cat Inc 0.2%
Value $315K Shares 7,000 Est. Cost $45.00 Unrealized
PM Philip Morris Intl Inc 0.2%
Value $312K Shares 3,600 Est. Cost $49.85 Unrealized 0.0%
Cenovus Energy Inc 0.2%
Value $298K Shares 10,450 Est. Cost $28.52 Unrealized
Goldcorp Inc 0.2%
Value $282K Shares 11,400 Est. Cost $24.74 Unrealized
ACRNX Columbia Acorn Tr Fund Cl Z 0.2%
Value $233K Shares 7,000 Est. Cost $33.29 Unrealized
Dreyfus Premier Inv Funds Inc 0.2%
Value $221K Shares 6,210 Est. Cost $35.59 Unrealized
BAC Bank of America Corporation 0.2%
Value $218K Shares 16,968 Est. Cost $10.03 Unrealized 0.0%
VMware Inc Cl A 0.2%
Value $216K Shares 3,225 Est. Cost $66.98 Unrealized
VGELX Vanguard Specialized Portfolio 0.1%
Value $200K Shares 1,749 Est. Cost $114.35 Unrealized
FFFFX Fidelity Aberdeen Str Tr Freed 0.1%
Value $101K Shares 11,737 Est. Cost $8.61 Unrealized
Torvec Inc 0.0%
Value $12,000 Shares 25,802 Est. Cost $0.47 Unrealized
Virtualscopics Inc 0.0%
Value $6,000 Shares 15,500 Est. Cost $0.39 Unrealized
CyberCare Inc 0.0%
Value $0 Shares 10,000 Est. Cost Unrealized
iBiz Technology Corp 0.0%
Value $0 Shares 50,000 Est. Cost Unrealized