W.G. Shaheen & Associates Dba Whitney & CO Purchases in Q4 2024

W.G. Shaheen & Associates Dba Whitney & CO

  • $910 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ASML
Asml Holding Nv

Technology
12.1K
New
$658.43 - $872.27 $7.96M - $10.5M
12.1K $8.38M
AVGO
Broadcom Inc.

Technology
695
+ 0.63%
$159.67 - $250.0 $111K - $174K
110K $25.5M
AMZN
Amazon Com Inc

Consumer Cyclical
1.86K
+ 1.41%
$180.88 - $232.93 $337K - $434K
134K $29.5M
EW
Edwards Lifesciences Corp

Healthcare
50.7K
+ 45.93%
$64.54 - $75.92 $3.28M - $3.85M
161K $11.9M
GOOG
Alphabet Inc.

Communication Services
717
+ 0.51%
$163.08 - $198.16 $117K - $142K
141K $26.8M
SCHW
Schwab Charles Corp

Financial Services
761
+ 0.27%
$63.31 - $82.85 $48.2K - $63K
282K $20.9M
V
Visa Inc.

Financial Services
120
+ 0.19%
$273.87 - $320.91 $32.9K - $38.5K
61.9K $19.6M
IBKR
Interactive Brokers Group, Inc.

Financial Services
1.28K
+ 2.4%
$138.3 - $192.95 $177K - $248K
54.8K $9.69M
CRM
Salesforce, Inc.

Technology
163
+ 0.48%
$270.87 - $367.87 $44.2K - $60K
34.4K $11.5M
RRC
Range Resources Corp

Energy
13.9K
+ 4.66%
$29.77 - $36.41 $415K - $507K
313K $11.3M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
248
+ 1.8%
$260.53 - $404.79 $64.6K - $100K
14K $5.36M
TSLA
Tesla, Inc.

Consumer Cyclical
1.74K
+ 32.41%
$213.65 - $479.86 $371K - $833K
7.09K $2.86M
META
Meta Platforms, Inc.

Communication Services
66
+ 0.1%
$554.08 - $632.68 $36.6K - $41.8K
66.8K $39.4M
ITOT
Ishares Core S&P Total U.S. St

ETFs
4.17K
+ 2.08%
$124.26 - $134.12 $518K - $559K
205K $26.3M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
687
+ 1.96%
$172.07 - $207.36 $118K - $142K
35.8K $7.07M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
8.72K
+ 3.78%
N/A
239K $14.9M
IQLT
Ishares Msci Intl Quality Fact

ETFs
15K
+ 54.94%
$37.12 - $41.23 $556K - $618K
42.3K $1.57M
RTO
Rentokil Initial PLC

Industrials
8.08K
+ 3.86%
$22.92 - $26.98 $185K - $218K
217K $5.51M
VTV
Vanguard Value ETF

ETFs
1.57K
New
$168.32 - $181.87 $264K - $285K
1.57K $265K
MAR
Marriott International Inc

Consumer Cyclical
808
New
$246.06 - $292.59 $199K - $236K
808 $225K
DIS
Walt Disney CO

Communication Services
2.02K
New
$92.39 - $117.6 $186K - $237K
2.02K $224K
XLY
Select Sector Spdr Consumer Di

ETFs
907
New
$194.8 - $239.43 $177K - $217K
907 $203K
MTB
M&T Bank Corp

Financial Services
1.08K
New
$172.48 - $221.95 $186K - $239K
1.08K $202K
SYK
Stryker Corp

Healthcare
519
+ 1.81%
$345.14 - $392.15 $179K - $204K
29.2K $10.5M
CVX
Chevron Corp

Energy
1.32K
+ 4.47%
$141.15 - $162.53 $187K - $215K
30.9K $4.48M
XLK
Technology Sector Spdr

ETFs
350
+ 5.96%
$220.26 - $241.44 $77.1K - $84.5K
6.22K $1.45M
IEMG
Ishares Inc

ETFs
1.08K
+ 4.79%
N/A
23.7K $1.27M
QQQ
Invesco Qqq Trust, Series 1

ETFs
10
+ 0.54%
$481.22 - $538.17 $4.81K - $5.38K
1.85K $945K
PREF
Principal Spectrum Pfd Secs Ac

ETFs
2.5K
+ 17.86%
$18.59 - $18.8 $46.5K - $47K
16.5K $307K
VTI
Vanguard Total Stock Market Et

ETFs
75
+ 3.86%
$280.04 - $302.45 $21K - $22.7K
2.02K $584K
IXN
Ishares Global Information Tec

ETFs
260
+ 10.4%
$80.67 - $87.84 $21K - $22.8K
2.76K $233K
MUB
Ishares National Muni Bond ETF

ETFs
299
+ 7.32%
$105.78 - $108.7 $31.6K - $32.5K
4.39K $467K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
25.8K
+ 4.24%
$44.87 - $46.86 $1.16M - $1.21M
635K $28.5M
FUBO
Fubo Tv Inc.

Communication Services
12.3K
New
$1.25 - $1.81 $15.4K - $22.3K
12.3K $15K
NYF
Ishares New York Muni Bond ETF

ETFs
325
+ 3.63%
$52.85 - $54.34 $17.2K - $17.7K
9.28K $494K
VIG
Vanguard Dividend Appreciation

ETFs
9
+ 0.56%
N/A
1.62K $295K
Doubleline ETF Trust
7.19K
+ 4.71%
N/A
160K $0
Ishares Bitcoin Trust ETF
15.1K
New
N/A
15.1K $0
Blackrock Inc
16.3K
New
N/A
16.3K $0
Ishares Tr
145K
New
N/A
145K $0
Lam Research Corp
86K
New
N/A
86K $0
Li Cycle Holdings Corp
14K
New
N/A
14K $0
XLE
Energy Sector Spdr

ETFs
1.61K
+ 0.81%
$83.32 - $97.27 $134K - $157K
200K $17.2M
DBND
Doubleline ETF Tr Opportunisti

ETFs
11.5K
+ 2.74%
$45.15 - $47.26 $520K - $545K
433K $19.6M
NSC
Norfolk Southern Corp

Industrials
236
+ 0.67%
$230.6 - $277.0 $54.4K - $65.4K
35.6K $8.37M
MDT
Medtronic PLC

Healthcare
1K
+ 1.02%
$79.61 - $92.24 $79.6K - $92.2K
99.4K $7.94M
LOW
Lowes Companies Inc

Consumer Cyclical
146
+ 0.27%
$244.52 - $284.07 $35.7K - $41.5K
54.9K $13.5M
MU
Micron Technology Inc

Technology
1.45K
+ 1.95%
$84.16 - $113.41 $122K - $164K
75.6K $6.36M
ADBE
Adobe Inc.

Technology
168
+ 0.55%
$437.39 - $552.96 $73.5K - $92.9K
30.7K $13.7M
Activity Summary
Buys All Purchases 51 New Holdings 12 Increased Positions 39 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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