StockDriftsStockDriftsTop 50 W.G. Shaheen & Associates DBA Whitney & Co Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 12.08% | 571.7K | $145.1M | +0.34%(+1.95K) | $91.70(+225.92%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.01% | 130.2K | $48.2M | +3.48%(+4.38K) | $131.25(+208.73%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 3.72% | 155.7K | $44.7M | +1.03%(+1.59K) | $74.66(+434.45%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 3.11% | 819.2K | $37.4M | +5.21%(+40.54K) | $45.12(+0.85%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.91% | 121.4K | $34.9M | +2.04%(+2.43K) | $76.74(+424.66%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.83% | 195.0K | $34.0M | +0.82%(+1.58K) | $89.20(+153.18%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 2.74% | 106.1K | $32.9M | +0.36%(+380) | $76.67(+443.65%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.72% | 156.9K | $32.7M | +4.38%(+6.58K) | $127.74(+111.47%) | 2026-03-31 | |
| META | META PLATFORMS INC | 2.71% | 57.0K | $32.6M | +0.48%(+274) | $195.81(+214.91%) | 2026-03-31 | |
| ITOT | ISHARES TR | 2.47% | 208.4K | $29.7M | -0.07%(-155) | $78.85(+105.45%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.79% | +55.24% |
| Top 20 Holdings Unweighted | +16.62% | +58.61% |
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