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

Location: Rochester, NY

CIK: 0001577001 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 30, 2026

Total Value: $1.257B (100.0% shares, 0.0% debt)

Holdings (174)

AAPL APPLE INC 12.3%
Value $155M Shares 569,718 Est. Cost $112.41 Unrealized +138.7%
MSFT MICROSOFT CORP 4.8%
Value $60.83M Shares 125,782 Est. Cost $110.73 Unrealized +352.1%
GOOG ALPHABET INC 3.8%
Value $48.38M Shares 154,159 Est. Cost $120.40 Unrealized +137.8%
META META PLATFORMS INC 3.0%
Value $37.44M Shares 56,721 Est. Cost $197.37 Unrealized +238.1%
GOOGL ALPHABET INC 3.0%
Value $37.24M Shares 118,966 Est. Cost $132.83 Unrealized +115.0%
AVGO BROADCOM INC 2.9%
Value $36.6M Shares 105,762 Est. Cost $148.79 Unrealized +139.9%
NVDA NVIDIA CORPORATION 2.9%
Value $36.08M Shares 193,451 Est. Cost $113.40 Unrealized +64.1%
FBND FIDELITY MERRIMACK STR TR 2.9%
Value $35.85M Shares 778,664 Est. Cost $45.95 Unrealized
AMZN AMAZON COM INC 2.8%
Value $34.7M Shares 150,339 Est. Cost $135.31 Unrealized +69.1%
JPM JPMORGAN CHASE & CO. 2.6%
Value $32.08M Shares 99,551 Est. Cost $102.77 Unrealized +201.2%
ITOT ISHARES TR 2.5%
Value $31M Shares 208,515 Est. Cost $68.36 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 2.2%
Value $27.39M Shares 54,493 Est. Cost $276.01 Unrealized +80.3%
DBND DOUBLELINE ETF TRUST 2.0%
Value $25.19M Shares 543,338 Est. Cost $46.24 Unrealized
SCHW SCHWAB CHARLES CORP 2.0%
Value $24.88M Shares 248,988 Est. Cost $50.15 Unrealized +88.9%
V VISA INC 1.8%
Value $23.19M Shares 66,120 Est. Cost $217.07 Unrealized +56.8%
RTX RTX CORPORATION 1.8%
Value $22.08M Shares 120,414 Est. Cost $57.97 Unrealized +199.0%
VRTX VERTEX PHARMACEUTICALS INC 1.6%
Value $20.02M Shares 44,164 Est. Cost $223.87 Unrealized +92.5%
LLY ELI LILLY & CO 1.6%
Value $19.63M Shares 18,265 Est. Cost $887.18 Unrealized +7.7%
XLE SELECT SECTOR SPDR TR 1.5%
Value $18.3M Shares 409,412 Est. Cost $46.08 Unrealized
BKNG BOOKING HOLDINGS INC 1.4%
Value $16.98M Shares 3,170 Est. Cost $1879.00 Unrealized +173.4%
NEM NEWMONT CORP 1.2%
Value $15.65M Shares 156,783 Est. Cost $39.23 Unrealized +129.9%
RYAAY RYANAIR HOLDINGS PLC 1.2%
Value $15.41M Shares 213,449 Est. Cost $55.35 Unrealized
ADBE ADOBE INC 1.2%
Value $15.04M Shares 42,965 Est. Cost $369.94 Unrealized -8.1%
LRCX LAM RESEARCH CORP 1.2%
Value $15.02M Shares 87,762 Est. Cost $75.05 Unrealized +107.0%
BLK BLACKROCK INC 1.2%
Value $14.78M Shares 13,806 Est. Cost $991.05 Unrealized +9.9%
EW EDWARDS LIFESCIENCES CORP 1.2%
Value $14.57M Shares 170,877 Est. Cost $71.81 Unrealized +14.3%
CI THE CIGNA GROUP 1.1%
Value $14.38M Shares 52,252 Est. Cost $203.76 Unrealized +37.0%
ASML ASML HOLDING N V 1.1%
Value $13.87M Shares 12,968 Est. Cost $693.25 Unrealized
CRM SALESFORCE INC 1.1%
Value $13.46M Shares 50,793 Est. Cost $234.04 Unrealized +6.0%
NVO NOVO-NORDISK A S 1.1%
Value $13.37M Shares 262,783 Est. Cost $62.71 Unrealized
LOW LOWES COS INC 1.1%
Value $13.31M Shares 55,200 Est. Cost $75.56 Unrealized +217.4%
IBKR INTERACTIVE BROKERS GROUP IN 1.0%
Value $12.18M Shares 189,450 Est. Cost $41.84 Unrealized +59.9%
CCJ CAMECO CORP 1.0%
Value $12M Shares 131,126 Est. Cost $31.72 Unrealized +183.6%
PAYX PAYCHEX INC 1.0%
Value $11.96M Shares 106,620 Est. Cost $71.98 Unrealized +61.9%
RMD RESMED INC 0.9%
Value $11.8M Shares 48,981 Est. Cost $177.71 Unrealized +43.7%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.9%
Value $11.72M Shares 38,560 Est. Cost $106.63 Unrealized
MRK MERCK & CO INC 0.9%
Value $11.61M Shares 110,343 Est. Cost $51.53 Unrealized +80.9%
CVX CHEVRON CORP NEW 0.8%
Value $10.67M Shares 69,997 Est. Cost $139.31 Unrealized +8.7%
VWOB VANGUARD WHITEHALL FDS 0.8%
Value $10.42M Shares 154,589 Est. Cost $61.51 Unrealized
COST COSTCO WHSL CORP NEW 0.8%
Value $10.36M Shares 12,009 Est. Cost $343.16 Unrealized +163.9%
MRVL MARVELL TECHNOLOGY INC 0.8%
Value $10.31M Shares 121,329 Est. Cost $73.67 Unrealized +18.7%
CPRT COPART INC 0.8%
Value $9.573M Shares 244,513 Est. Cost $41.46 Unrealized 0.0%
DMBS DOUBLELINE ETF TRUST 0.7%
Value $9.273M Shares 186,749 Est. Cost $48.81 Unrealized
SYK STRYKER CORPORATION 0.7%
Value $9.238M Shares 26,285 Est. Cost $220.95 Unrealized +64.5%
DCRE DOUBLELINE ETF TRUST 0.7%
Value $9.058M Shares 174,523 Est. Cost $51.89 Unrealized
WAB WABTEC 0.7%
Value $8.387M Shares 39,291 Est. Cost $79.42 Unrealized +158.5%
MDLZ MONDELEZ INTL INC 0.6%
Value $7.463M Shares 138,632 Est. Cost $33.34 Unrealized +71.1%
RRC RANGE RES CORP 0.6%
Value $7.194M Shares 204,031 Est. Cost $27.78 Unrealized +34.1%
ICOP ISHARES TR 0.6%
Value $7.144M Shares 161,238 Est. Cost $26.23 Unrealized
XOP SPDR SERIES TRUST 0.5%
Value $6.882M Shares 54,508 Est. Cost $125.88 Unrealized
ITB ISHARES TR 0.5%
Value $6.657M Shares 69,133 Est. Cost $93.37 Unrealized
RTO RENTOKIL INITIAL PLC 0.5%
Value $6.022M Shares 204,425 Est. Cost $29.38 Unrealized
HON HONEYWELL INTL INC 0.5%
Value $5.855M Shares 30,013 Est. Cost $206.25 Unrealized -5.4%
UNP UNION PAC CORP 0.4%
Value $5.43M Shares 23,474 Est. Cost $227.32 Unrealized 0.0%
NKE NIKE INC 0.4%
Value $5.116M Shares 80,296 Est. Cost $85.99 Unrealized -24.5%
JNJ JOHNSON & JOHNSON 0.4%
Value $5.115M Shares 24,717 Est. Cost $147.27 Unrealized +33.8%
HSY HERSHEY CO 0.4%
Value $5.091M Shares 27,976 Est. Cost $178.29 Unrealized +2.1%
GLD SPDR GOLD TR 0.4%
Value $5.059M Shares 12,765 Est. Cost $323.87 Unrealized
NSC NORFOLK SOUTHN CORP 0.4%
Value $4.522M Shares 15,663 Est. Cost $139.68 Unrealized +106.6%
TSLA TESLA INC 0.3%
Value $4.267M Shares 9,487 Est. Cost $275.26 Unrealized +61.0%
ABBV ABBVIE INC 0.3%
Value $4.243M Shares 18,569 Est. Cost $155.13 Unrealized +46.7%
MDT MEDTRONIC PLC 0.3%
Value $4.201M Shares 43,738 Est. Cost $81.32 Unrealized +19.4%
SPG SIMON PPTY GROUP INC NEW 0.3%
Value $3.933M Shares 21,249 Est. Cost $71.09 Unrealized +153.2%
LULU LULULEMON ATHLETICA INC 0.3%
Value $3.89M Shares 18,719 Est. Cost $270.54 Unrealized -33.0%
IBIT ISHARES BITCOIN TRUST ETF 0.3%
Value $3.843M Shares 77,403 Est. Cost $58.49 Unrealized
CNH CNH INDL N V 0.3%
Value $3.483M Shares 377,817 Est. Cost $12.31 Unrealized -18.9%
PG PROCTER AND GAMBLE CO 0.3%
Value $3.32M Shares 23,170 Est. Cost $117.41 Unrealized +25.3%
AMGN AMGEN INC 0.2%
Value $3.112M Shares 9,507 Est. Cost $138.12 Unrealized +128.8%
CSCO CISCO SYS INC 0.2%
Value $3.015M Shares 39,145 Est. Cost $60.38 Unrealized +22.2%
IQLT ISHARES TR 0.2%
Value $2.926M Shares 64,382 Est. Cost $40.65 Unrealized
ORCL ORACLE CORP 0.2%
Value $2.853M Shares 14,638 Est. Cost $84.10 Unrealized +183.1%
KO COCA COLA CO 0.2%
Value $2.521M Shares 36,065 Est. Cost $69.40 Unrealized 0.0%
ETN EATON CORP PLC 0.2%
Value $2.503M Shares 7,859 Est. Cost $354.39 Unrealized 0.0%
HD HOME DEPOT INC 0.2%
Value $2.475M Shares 7,193 Est. Cost $364.59 Unrealized 0.0%
MU MICRON TECHNOLOGY INC 0.2%
Value $2.187M Shares 7,663 Est. Cost $82.88 Unrealized +176.7%
GD GENERAL DYNAMICS CORP 0.2%
Value $2.141M Shares 6,359 Est. Cost $340.86 Unrealized 0.0%
MCD MCDONALDS CORP 0.2%
Value $2.115M Shares 6,921 Est. Cost $228.22 Unrealized +33.7%
PNC PNC FINL SVCS GROUP INC 0.1%
Value $1.818M Shares 8,710 Est. Cost $72.75 Unrealized +165.0%
XLK SELECT SECTOR SPDR TR 0.1%
Value $1.813M Shares 12,591 Est. Cost $133.41 Unrealized
SYY SYSCO CORP 0.1%
Value $1.811M Shares 24,571 Est. Cost $63.88 Unrealized +18.2%
PEP PEPSICO INC 0.1%
Value $1.797M Shares 12,519 Est. Cost $142.46 Unrealized +2.4%
XOM EXXON MOBIL CORP 0.1%
Value $1.769M Shares 14,697 Est. Cost $66.48 Unrealized +73.7%
AXP AMERICAN EXPRESS CO 0.1%
Value $1.723M Shares 4,657 Est. Cost $356.97 Unrealized 0.0%
SBUX STARBUCKS CORP 0.1%
Value $1.721M Shares 20,434 Est. Cost $84.06 Unrealized 0.0%
BN BROOKFIELD CORP 0.1%
Value $1.702M Shares 37,085 Est. Cost $45.55 Unrealized 0.0%
CVS CVS HEALTH CORP 0.1%
Value $1.688M Shares 21,275 Est. Cost $78.67 Unrealized 0.0%
IEMG ISHARES INC 0.1%
Value $1.561M Shares 23,224 Est. Cost $56.06 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.1%
Value $1.473M Shares 12,770 Est. Cost $82.46 Unrealized +42.7%
BAC BANK AMERICA CORP 0.1%
Value $1.467M Shares 26,678 Est. Cost $29.75 Unrealized +77.1%
ISRG INTUITIVE SURGICAL INC 0.1%
Value $1.426M Shares 2,517 Est. Cost $505.33 Unrealized +5.4%
GLW CORNING INC 0.1%
Value $1.279M Shares 14,603 Est. Cost $85.98 Unrealized 0.0%
ESLT ELBIT SYS LTD 0.1%
Value $1.236M Shares 2,140 Est. Cost $500.63 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC 0.1%
Value $1.158M Shares 1,317 Est. Cost $813.35 Unrealized 0.0%
SPY SPDR S&P 500 ETF TR 0.1%
Value $1.152M Shares 1,689 Est. Cost $602.15 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value $1.084M Shares 1,765 Est. Cost $231.72 Unrealized
NYF ISHARES TR 0.1%
Value $1.077M Shares 20,119 Est. Cost $54.28 Unrealized
SHOP SHOPIFY INC 0.1%
Value $1.021M Shares 6,340 Est. Cost $160.56 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value $1M Shares 3,375 Est. Cost $110.19 Unrealized +171.1%
IAU ISHARES GOLD TR 0.1%
Value $929K Shares 11,449 Est. Cost $40.39 Unrealized
ELV ELEVANCE HEALTH INC FORMERLY 0.1%
Value $924K Shares 2,637 Est. Cost $105.54 Unrealized +219.0%
ABT ABBOTT LABS 0.1%
Value $911K Shares 7,270 Est. Cost $127.30 Unrealized 0.0%
AGG ISHARES TR 0.1%
Value $892K Shares 8,927 Est. Cost $97.87 Unrealized
STZ CONSTELLATION BRANDS INC 0.1%
Value $860K Shares 6,235 Est. Cost $162.97 Unrealized -16.0%
PYPL PAYPAL HLDGS INC 0.1%
Value $859K Shares 14,722 Est. Cost $64.84 Unrealized 0.0%
LQD ISHARES TR 0.1%
Value $821K Shares 7,450 Est. Cost $110.19 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value $759K Shares 8,140 Est. Cost $86.63 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value $709K Shares 13,139 Est. Cost $47.53 Unrealized 0.0%
VTI VANGUARD INDEX FDS 0.1%
Value $702K Shares 2,095 Est. Cost $202.99 Unrealized
TGT TARGET CORP 0.1%
Value $698K Shares 7,143 Est. Cost $91.63 Unrealized 0.0%
IREN IREN LIMITED 0.1%
Value $687K Shares 18,180 Est. Cost $51.59 Unrealized 0.0%
IDXX IDEXX LABS INC 0.1%
Value $636K Shares 940 Est. Cost $184.56 Unrealized +269.0%
WM WASTE MGMT INC DEL 0.1%
Value $630K Shares 2,869 Est. Cost $80.46 Unrealized +164.2%
UPS UNITED PARCEL SERVICE INC 0.0%
Value $619K Shares 6,237 Est. Cost $149.94 Unrealized -38.1%
PSX PHILLIPS 66 0.0%
Value $618K Shares 4,793 Est. Cost $112.71 Unrealized +18.9%
NEE NEXTERA ENERGY INC 0.0%
Value $607K Shares 7,558 Est. Cost $82.50 Unrealized 0.0%
PFF ISHARES TR 0.0%
Value $576K Shares 18,600 Est. Cost $36.06 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value $561K Shares 1,910 Est. Cost $180.30 Unrealized +60.0%
GIL GILDAN ACTIVEWEAR INC 0.0%
Value $550K Shares 8,800 Est. Cost $25.39 Unrealized +134.1%
BLACKROCK MUNIYIELD N Y QUAL 0.0%
Value $533K Shares 53,785 Est. Cost $11.04 Unrealized
DIS DISNEY WALT CO 0.0%
Value $492K Shares 4,321 Est. Cost $109.53 Unrealized 0.0%
TFC TRUIST FINL CORP 0.0%
Value $481K Shares 9,767 Est. Cost $41.01 Unrealized +11.7%
AMAT APPLIED MATLS INC 0.0%
Value $460K Shares 1,791 Est. Cost $239.49 Unrealized 0.0%
XLF SELECT SECTOR SPDR TR 0.0%
Value $457K Shares 8,335 Est. Cost $24.09 Unrealized
BBIO BRIDGEBIO PHARMA INC 0.0%
Value $451K Shares 9,000 Est. Cost $33.88 Unrealized +93.8%
MCK MCKESSON CORP 0.0%
Value $433K Shares 528 Est. Cost $117.27 Unrealized +595.5%
NFLX NETFLIX INC 0.0%
Value $430K Shares 4,590 Est. Cost $104.92 Unrealized +2.8%
COP CONOCOPHILLIPS 0.0%
Value $427K Shares 4,566 Est. Cost $90.02 Unrealized 0.0%
ULTA ULTA BEAUTY INC 0.0%
Value $414K Shares 685 Est. Cost $218.29 Unrealized +151.8%
INTC INTEL CORP 0.0%
Value $413K Shares 11,200 Est. Cost $30.03 Unrealized +25.7%
TMP TOMPKINS FINL CORP 0.0%
Value $408K Shares 5,630 Est. Cost $29.89 Unrealized +126.7%
MINT PIMCO ETF TR 0.0%
Value $401K Shares 4,000 Est. Cost $100.49 Unrealized
SOFI SOFI TECHNOLOGIES INC 0.0%
Value $401K Shares 15,310 Est. Cost $13.38 Unrealized +108.3%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value $396K Shares 1,800 Est. Cost $200.10 Unrealized
SHY ISHARES TR 0.0%
Value $391K Shares 4,719 Est. Cost $82.82 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value $381K Shares 2,463 Est. Cost $140.00 Unrealized
EBAY EBAY INC. 0.0%
Value $376K Shares 4,319 Est. Cost $86.37 Unrealized 0.0%
SRE SEMPRA 0.0%
Value $365K Shares 4,137 Est. Cost $61.98 Unrealized +46.1%
IVV ISHARES TR 0.0%
Value $353K Shares 515 Est. Cost $684.81 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value $335K Shares 1,883 Est. Cost $117.28 Unrealized +54.4%
XLP SELECT SECTOR SPDR TR 0.0%
Value $326K Shares 4,201 Est. Cost $78.06 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value $325K Shares 3,565 Est. Cost $88.68 Unrealized +10.2%
SR SPIRE INC 0.0%
Value $323K Shares 3,900 Est. Cost $67.50 Unrealized
EFA ISHARES TR 0.0%
Value $320K Shares 3,330 Est. Cost $73.39 Unrealized
PREF PRINCIPAL EXCHANGE TRADED FD 0.0%
Value $315K Shares 16,500 Est. Cost $18.45 Unrealized
BX BLACKSTONE INC 0.0%
Value $309K Shares 2,007 Est. Cost $84.35 Unrealized +79.6%
ED CONSOLIDATED EDISON INC 0.0%
Value $288K Shares 2,896 Est. Cost $98.79 Unrealized 0.0%
O REALTY INCOME CORP 0.0%
Value $279K Shares 4,950 Est. Cost $48.97 Unrealized +17.1%
SO SOUTHERN CO 0.0%
Value $266K Shares 3,050 Est. Cost $90.89 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.0%
Value $265K Shares 1,654 Est. Cost $153.57 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC 0.0%
Value $264K Shares 1,435 Est. Cost $201.75 Unrealized 0.0%
IXN ISHARES TR 0.0%
Value $263K Shares 2,500 Est. Cost $92.34 Unrealized
PFE PFIZER INC 0.0%
Value $261K Shares 10,467 Est. Cost $25.03 Unrealized 0.0%
BBIO BRIDGEBIO PHARMA INC 0.0%
Value $256K Shares 3,350 Est. Cost $33.88 Unrealized +93.8%
XLY SELECT SECTOR SPDR TR 0.0%
Value $255K Shares 2,138 Est. Cost $169.01 Unrealized
B BARRICK MNG CORP 0.0%
Value $253K Shares 5,802 Est. Cost $37.42 Unrealized 0.0%
J JACOBS SOLUTIONS INC 0.0%
Value $252K Shares 1,900 Est. Cost $100.68 Unrealized +45.4%
MAR MARRIOTT INTL INC NEW 0.0%
Value $250K Shares 806 Est. Cost $249.21 Unrealized +14.5%
MMM 3M CO 0.0%
Value $248K Shares 1,551 Est. Cost $163.18 Unrealized 0.0%
DG DOLLAR GEN CORP NEW 0.0%
Value $237K Shares 1,783 Est. Cost $111.51 Unrealized 0.0%
MA MASTERCARD INCORPORATED 0.0%
Value $229K Shares 402 Est. Cost $461.72 Unrealized +21.1%
VTV VANGUARD INDEX FDS 0.0%
Value $227K Shares 1,188 Est. Cost $169.34 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value $227K Shares 1,935 Est. Cost $121.57 Unrealized 0.0%
HIMS HIMS & HERS HEALTH INC 0.0%
Value $224K Shares 6,895 Est. Cost $45.47 Unrealized -5.8%
NPO ENPRO INC 0.0%
Value $222K Shares 1,039 Est. Cost $215.91 Unrealized +2.4%
SHW SHERWIN WILLIAMS CO 0.0%
Value $214K Shares 660 Est. Cost $344.92 Unrealized -3.1%
MTB M & T BK CORP 0.0%
Value $212K Shares 1,050 Est. Cost $172.90 Unrealized +9.9%
QUAL ISHARES TR 0.0%
Value $210K Shares 1,059 Est. Cost $194.54 Unrealized
GE GE AEROSPACE 0.0%
Value $210K Shares 683 Est. Cost $300.80 Unrealized 0.0%
VYX NCR VOYIX CORPORATION 0.0%
Value $102K Shares 10,000 Est. Cost $13.36 Unrealized -18.7%
AMCOR PLC 0.0%
Value $92,507 Shares 11,092 Est. Cost $9.15 Unrealized -9.8%
NUAI NEW ERA ENERGY & DIGITAL INC 0.0%
Value $41,020 Shares 14,000 Est. Cost $0.55 Unrealized +632.6%
FUBO FUBOTV INC 0.0%
Value $32,886 Shares 13,050 Est. Cost $1.65 Unrealized +101.7%
UAVS AGEAGLE AERIAL SYS INC NEW 0.0%
Value $8,421 Shares 10,348 Est. Cost $1.94 Unrealized -19.9%
GPUS HYPERSCALE DATA INC 0.0%
Value $5,508 Shares 30,000 Est. Cost $0.34 Unrealized 0.0%