Neville Rodie & Shaw Inc Incresed Positions in Q1 2025

Neville Rodie & Shaw Inc

  • $1.28 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GE
General Electric CO

Industrials
482
+ 0.57%
$168.59 - $212.13 $81.3K - $102K
85.3K $17.1M
AXP
American Express CO

Financial Services
14.4K
+ 32.4%
$255.39 - $325.87 $3.69M - $4.71M
59K $15.9M
TMUS
T Mobile Us, Inc.

Communication Services
1.67K
+ 4.53%
$211.3 - $272.83 $352K - $454K
38.4K $10.3M
HWM
Howmet Aerospace Inc.

Industrials
6.68K
+ 11.25%
$110.79 - $139.39 $740K - $931K
66.1K $8.57M
IBM
International Business Machines Corp

Technology
294
+ 0.54%
$217.4 - $264.74 $63.9K - $77.8K
54.3K $13.5M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
23.1K
+ 86.34%
$62.72 - $71.92 $1.45M - $1.66M
49.8K $3.14M
LLY
Eli Lilly & CO

Healthcare
60
+ 0.4%
$725.72 - $929.72 $43.5K - $55.8K
15.1K $12.5M
UNH
Unitedhealth Group Inc

Healthcare
486
+ 1.83%
$461.52 - $548.18 $224K - $266K
27.1K $14.2M
MMM
3 M CO

Industrials
2.06K
+ 11.13%
$129.7 - $155.12 $268K - $320K
20.6K $3.02M
CRWD
Crowd Strike Holdings, Inc.

Technology
935
+ 16.45%
$308.86 - $455.36 $289K - $426K
6.62K $2.33M
NEM
Newmont Corp

Basic Materials
3.2K
+ 19.77%
$37.79 - $48.39 $121K - $155K
19.4K $936K
PANW
Palo Alto Networks Inc

Technology
2.77K
+ 14.17%
$167.82 - $208.28 $465K - $577K
22.3K $3.81M
AMGN
Amgen Inc

Healthcare
160
+ 4.41%
$258.59 - $327.36 $41.4K - $52.4K
3.79K $1.18M
MO
Altria Group, Inc.

Consumer Defensive
855
+ 6.44%
$50.81 - $60.02 $43.4K - $51.3K
14.1K $848K
SCHW
Schwab Charles Corp

Financial Services
1.65K
+ 30.56%
$71.24 - $83.64 $118K - $138K
7.05K $552K
SPGI
S&P Global Inc.

Financial Services
4
+ 0.04%
$478.26 - $543.77 $1.91K - $2.18K
11.4K $5.8M
CSCO
Cisco Systems, Inc.

Technology
482
+ 1.91%
$58.74 - $64.87 $28.3K - $31.3K
25.7K $1.58M
TDG
Trans Digm Group Inc

Industrials
5
+ 0.72%
$1251.32 - $1394.11 $6.26K - $6.97K
700 $968K
ENB
Enbridge Inc

Energy
1.29K
+ 8.16%
$41.54 - $45.45 $53.5K - $58.5K
17.1K $756K
SO
Southern CO

Utilities
595
+ 22.45%
$80.96 - $92.96 $48.2K - $55.3K
3.25K $299K
SNOW
Snowflake Inc.

Technology
610
+ 30.5%
$146.16 - $192.78 $89.2K - $118K
2.61K $381K
AON
Aon PLC

Financial Services
7
+ 0.48%
$348.44 - $409.32 $2.44K - $2.87K
1.46K $581K
Vanguard Ftse Social Index Fun
1.89K
+ 15.07%
N/A
14.4K $762K
META
Meta Platforms, Inc.

Communication Services
514
+ 1.94%
$576.36 - $736.67 $296K - $379K
27.1K $15.6M
Vanguard 500 Index Fund Adm
399
+ 6.45%
N/A
6.59K $3.41M
GS
Goldman Sachs Group Inc

Financial Services
404
+ 6.13%
$524.81 - $672.19 $212K - $272K
7K $3.82M
Nh Portfolio 2027 Index Contri
13
+ 0.15%
N/A
8.68K $206K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
195
+ 16.25%
$165.25 - $224.62 $32.2K - $43.8K
1.4K $232K
Royce Small Cap Total Return F
11
+ 0.07%
N/A
15.4K $110K
TFC
Truist Financial Corp

Financial Services
1.22K
+ 3.24%
$39.48 - $48.15 $48K - $58.5K
38.7K $1.59M
STT
State Street Corp

Financial Services
960
+ 5.29%
$84.47 - $102.23 $81.1K - $98.1K
19.1K $1.71M
GLW
Corning Inc

Technology
395
+ 0.58%
$44.91 - $54.25 $17.7K - $21.4K
69K $3.16M
BAC
Bank Of America Corp

Financial Services
15
+ 0.03%
$39.61 - $47.74 $594 - $716
59.2K $2.47M
ISRG
Intuitive Surgical Inc

Healthcare
20
+ 0.22%
$476.63 - $610.45 $9.53K - $12.2K
9.32K $4.62M
UPS
United Parcel Service Inc

Industrials
130
+ 0.82%
$109.66 - $136.26 $14.3K - $17.7K
16K $1.76M
Ge Vernova Inc
185
+ 1.01%
N/A
18.6K $5.67M
RYT
Invesco S&P 500 Equal Weight T

ETFs
4.45K
+ 2.63%
N/A
174K $5.94M
VRT
Vertiv Holdings CO

Industrials
13.8K
+ 33.21%
N/A
55.4K $4M
ETN
Eaton Corp PLC

Industrials
2.56K
+ 6.66%
$271.83 - $371.23 $695K - $950K
40.9K $11.1M
CRM
Salesforce, Inc.

Technology
4.02K
+ 7.53%
$268.36 - $359.95 $1.08M - $1.45M
57.3K $15.4M
AVGO
Broadcom Inc.

Technology
318
+ 0.77%
$167.43 - $244.7 $53.2K - $77.8K
41.6K $6.96M
AMZN
Amazon Com Inc

Consumer Cyclical
1.24K
+ 1.13%
$190.26 - $242.06 $236K - $301K
111K $21.2M
NVDA
Nvidia Corp

Technology
549
+ 0.46%
$106.98 - $149.43 $58.7K - $82K
121K $13.1M
ORCL
Oracle Corp

Technology
7.83K
+ 4.52%
$139.81 - $186.47 $1.09M - $1.46M
181K $25.3M
MSFT
Microsoft Corp

Technology
544
+ 0.31%
$375.39 - $447.2 $204K - $243K
173K $65.1M
Activity Summary
Buys All Purchases 53 New Holdings 7 Increased Positions 46 Sells All Sells 121 Reductions 121 Sold out 0 Options Calls 0 Puts 0
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