W.G. Shaheen & Associates DBA Whitney & Co
W.G. Shaheen & Associates DBA Whitney & Co reported a Form 13F information table total of $1.20 billion in 175 entries in its Form 13F-HR for the quarter ended 2026-03-31.
Its holdings by class are not on this site yet.
Form 13F-HR as filed (SEC CIK 1577001): holdings report, quarter ended 2026-03-31, filed 2026-05-05; filing manager in United States.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| JNBA Financial Advisors | United States | $1.201B | 819 |
| DT Investment Partners, LLC | United States | $1.202B | 555 |
| Guardian Partners Inc. | Canada | $1.200B | 192 |
| Amplius Wealth Advisors, LLC | United States | $1.200B | 175 |
| Vivo Capital, LLC | United States | $1.203B | 46 |
| Anchor Investment Management, LLC | United States | $1.199B | 1,067 |
| Callahan Advisors, LLC | United States | $1.198B | 177 |
| SPX Gestao de Recursos Ltda | Brazil | $1.204B | 82 |
| KWMG, LLC | United States | $1.198B | 147 |
| a16z Perennial Management, L.P. | United States | $1.204B | 152 |