W.G. Shaheen & Associates Dba Whitney & CO Purchases in Q1 2025

W.G. Shaheen & Associates Dba Whitney & CO

  • $894 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVO
Novo Nordisk A S

Healthcare
139K
New
$69.3 - $90.95 $9.63M - $12.6M
139K $9.65M
LLY
Eli Lilly & CO

Healthcare
8.72K
New
$725.72 - $929.72 $6.33M - $8.11M
8.72K $7.2M
CNHI
Cnh Industrial N.V.

Industrials
513K
New
N/A
513K $5.34M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
728
+ 1.62%
$442.66 - $534.52 $322K - $389K
45.6K $24.3M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
549
+ 1.27%
$402.49 - $513.76 $221K - $282K
43.8K $21.2M
ADBE
Adobe Inc.

Technology
13.3K
+ 43.15%
$377.84 - $464.11 $5.01M - $6.15M
44K $16.9M
CI
Cigna Corp

Healthcare
676
+ 1.32%
$274.49 - $329.0 $186K - $222K
52K $17.1M
V
Visa Inc.

Financial Services
1.1K
+ 1.78%
$306.92 - $362.71 $338K - $399K
63K $22.1M
NEM
Newmont Corp

Basic Materials
4.6K
+ 2.48%
$37.79 - $48.39 $174K - $222K
190K $9.17M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
38.6K
+ 6.08%
$44.41 - $45.98 $1.71M - $1.77M
673K $30.7M
XLE
Energy Sector Spdr

ETFs
3.67K
+ 1.83%
$85.7 - $93.96 $314K - $344K
204K $19.1M
DBND
Doubleline ETF Tr Opportunisti

ETFs
24K
+ 5.54%
$44.88 - $46.36 $1.08M - $1.11M
457K $21.1M
KO
Coca Cola CO

Consumer Defensive
2.94K
+ 2.57%
$60.81 - $72.32 $179K - $212K
117K $8.41M
MDLZ
Mondelez International, Inc.

Consumer Defensive
903
+ 0.64%
$56.12 - $68.15 $50.7K - $61.5K
143K $9.69M
MDT
Medtronic PLC

Healthcare
2.34K
+ 2.35%
$79.84 - $94.5 $186K - $221K
102K $9.14M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.08K
+ 260.6%
$551.42 - $612.93 $1.15M - $1.27M
2.87K $1.61M
AMT
American Tower Corp

Real Estate
207
+ 0.8%
$173.46 - $217.6 $35.9K - $45K
26.2K $5.71M
CVX
Chevron Corp

Energy
1.18K
+ 3.8%
$146.71 - $167.97 $172K - $197K
32.1K $5.37M
NKE
Nike, Inc.

Consumer Cyclical
30.6K
+ 33.01%
$63.29 - $81.72 $1.94M - $2.5M
123K $7.84M
STZ
Constellation Brands, Inc.

Consumer Defensive
19.4K
+ 25.92%
$161.05 - $222.93 $3.12M - $4.32M
94.1K $17.3M
SYK
Stryker Corp

Healthcare
806
+ 2.76%
$355.18 - $399.9 $286K - $322K
30K $11.2M
IQLT
Ishares Msci Intl Quality Fact

ETFs
10.3K
+ 24.28%
$36.91 - $41.03 $379K - $421K
52.5K $2.08M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.05K
+ 52.45%
$95.85 - $99.25 $388K - $402K
11.8K $1.16M
MU
Micron Technology Inc

Technology
1.89K
+ 2.49%
$86.89 - $109.38 $164K - $206K
77.5K $6.73M
NSC
Norfolk Southern Corp

Industrials
954
+ 2.68%
$227.69 - $259.76 $217K - $248K
36.6K $8.67M
VGLT
Vanguard Long Term Treasury Et

ETFs
5.14K
New
$53.99 - $58.43 $278K - $301K
5.14K $296K
BBIO
Bridge Bio Pharma, Inc.

Healthcare
8.55K
New
$28.12 - $37.59 $240K - $321K
8.55K $295K
HSY
Hershey CO

Consumer Defensive
1.36K
+ 4.13%
$144.74 - $186.36 $196K - $253K
34.1K $5.84M
IAU
Ishares Gold Trust

ETFs
2.15K
+ 19.52%
$49.74 - $58.96 $107K - $127K
13.2K $777K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.54K
New
$80.53 - $147.57 $124K - $227K
1.54K $203K
EW
Edwards Lifesciences Corp

Healthcare
5.45K
+ 3.38%
$67.95 - $76.19 $371K - $416K
167K $12.1M
XLV
Select Sector Spdr Fund Health

ETFs
803
+ 34.94%
$137.61 - $149.68 $111K - $120K
3.1K $452K
MYN
Blackrock Muniyield New York Quality Fund, Inc.

Financial Services
14.5K
+ 29.0%
$9.85 - $10.28 $143K - $149K
64.5K $640K
XLP
Consumer Staples Sector Spdr

ETFs
1.53K
+ 36.03%
N/A
5.78K $439K
NYF
Ishares New York Muni Bond ETF

ETFs
2.04K
+ 21.92%
$52.33 - $53.92 $106K - $110K
11.3K $595K
RMD
Resmed Inc

Healthcare
1.5K
+ 2.93%
$219.7 - $257.65 $329K - $385K
52.5K $11.7M
WM
Waste Management Inc

Industrials
1
+ 0.04%
$200.54 - $233.78 $201 - $234
2.73K $631K
ISRG
Intuitive Surgical Inc

Healthcare
169
+ 28.6%
$476.63 - $610.45 $80.6K - $103K
760 $376K
FUBO
Fubo Tv Inc.

Communication Services
750
+ 6.1%
$1.41 - $5.46 $1.06K - $4.1K
13.1K $38K
VIG
Vanguard Dividend Appreciation

ETFs
5
+ 0.31%
N/A
1.63K $296K
Doubleline ETF Trust
8.19K
+ 5.12%
N/A
168K $0
Ishares Bitcoin Trust ETF
855
+ 5.66%
N/A
16K $0
Doubleline ETF Trust
150K
New
N/A
150K $0
Ishares Tr
6.85K
+ 4.72%
N/A
152K $0
Lam Research Corp
2.1K
+ 2.45%
N/A
88.1K $0
Ageagle Aerial Sys Inc New
11.8K
New
N/A
11.8K $0
VTI
Vanguard Total Stock Market Et

ETFs
30
+ 1.49%
$271.18 - $303.12 $8.14K - $9.09K
2.05K $562K
ASML
Asml Holding Nv

Technology
520
+ 4.3%
$662.63 - $776.99 $345K - $404K
12.6K $8.36M
RYAAY
Ryanair Holdings PLC

Industrials
6.09K
+ 2.3%
$41.54 - $50.08 $253K - $305K
270K $11.5M
Activity Summary
Buys All Purchases 64 New Holdings 8 Increased Positions 56 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 1 Puts 0
Track This Portfolio

Track W.G. Shaheen & Associates Dba Whitney & CO Portfolio

Follow W.G. Shaheen & Associates Dba Whitney & CO and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of W.G. Shaheen & Associates Dba Whitney & CO, based on Form 13F filings with the SEC.

News

Stay updated on W.G. Shaheen & Associates Dba Whitney & CO with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email