Long-term investor
W.g. Shaheen & Associates Dba Whitney & Co. @wgshaheenassociatesdbawh
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001577001).
Record
- Tracked since 2025-06-30 (434 days), 64 trades recorded
- Returns: week n/a · month n/a · 90 days +7.3% · 6 months +5.8% · 1 year +14.2% · all +14.2%
- Max drawdown -3.9% · Sharpe 0.78 · win rate 32% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 12.4% · long · since 2025-06-30
- GOOG · 4.1% · long · since 2025-06-30
- MSFT · 3.9% · long · since 2025-06-30
- FBND · 3.2% · long · since 2025-06-30
- GOOGL · 3.2% · long · since 2025-06-30
- NVDA · 2.9% · long · since 2025-06-30
- AMZN · 2.7% · long · since 2025-06-30
- LRCX · 2.6% · long · since 2025-06-30
- ITOT · 2.5% · long · since 2025-06-30
- AVGO · 2.5% · long · since 2025-06-30
- JPM · 2.4% · long · since 2025-06-30
- META · 2.4% · long · since 2025-06-30