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| Wgshaheen & Associates Ltd
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|---|---|
| CRD # | 117307 |
| SEC # | 801-60710 |
| CIK # | 0001577001 |
| AUM | 1,490.5 M (2026-03-27) |
| Employees | 12 (67% Investors, 0% Brokers) |
| Phone | 585-232-6200 |
| Address | 959 Panorama Trail S Rochester, NY 14625 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001577001 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 145.1 | ||
| Microsoft Corp | 48.2 | ||
| Alphabet Inc | 44.7 | ||
| Alphabet Inc | 34.9 | ||
| Nvidia Corp | 34.0 | ||
| Broadcom Inc | 32.9 | ||
| Amazon Com Inc | 32.7 | ||
| Facebook Inc | 32.6 | ||
| J P Morgan Chase & Co | 29.2 | ||
| Schwab Charles Corp | 23.7 | ||
| Visa Inc | 20.5 | ||
| Vertex Pharmaceuticals Inc / Ma | 19.7 | ||
| Lam Research Corp | 17.4 | ||
| United Technologies Corp /DE/ | 17.3 | ||
| Lilly Eli & Co | 17.1 | ||
| Newmont Mining Corp /DE/ | 16.7 | ||
| Chevron Corp | 14.7 | ||
| ASML Holding NV | 14.2 | ||
| Cigna Corp | 13.9 | ||
| Edwards Lifesciences Corp | 13.9 | ||
| Priceline Com Inc | 13.6 | ||
| Costco Wholesale Corp /NEW | 13.4 | ||
| BlackRock Inc | 13.4 | ||
| Merck & Co Inc | 13.1 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 13.1 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 530 | 450.5 |
| (b) Individuals (high net worth individuals) | 209 | 1,040.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,885 | 1,490.5 |
| By Discretionary | ||
| Discretionary | 1,885 | 1,490.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,885 | 1,490.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,490.5 | |
| Total | 1,885 | 1,490.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001577001] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Planning Alternatives Ltd
✚
|
MI | 1,541.4 M |
|
Romano Brothers and Company
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Ancora Retirement Plan Advisors LLC
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OH | 1,534.4 M |
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Robinhood Asset Management LLC
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CA | 1,518.3 M |
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Anchor Investment Management LLC
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SC | 1,515.8 M |
|
Class VI Family Office LLC
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CO | 1,498.0 M |
|
Mill Capital Management LLC
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NC | 1,493.1 M |
|
TSA Portfolio Management Inc FKA TSA Management Inc
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NY | 1,479.1 M |
|
Kimelman & Baird LLC
✚
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NY | 1,478.7 M |
|
D'Orazio & Associates Inc
✚
|
VA | 1,442.7 M |