W.G. Shaheen & Associates Dba Whitney & CO Incresed Positions in Q2 2025

W.G. Shaheen & Associates Dba Whitney & CO

  • $963 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
35.4K
+ 25.87%
$94.31 - $157.99 $3.33M - $5.59M
172K $27.2M
CRM
Salesforce, Inc.

Technology
15.4K
+ 43.96%
$236.26 - $291.15 $3.63M - $4.48M
50.4K $13.7M
CVX
Chevron Corp

Energy
34.5K
+ 107.57%
$133.73 - $168.51 $4.62M - $5.82M
66.6K $9.54M
AMZN
Amazon Com Inc

Consumer Cyclical
524
+ 0.38%
$167.32 - $223.3 $87.7K - $117K
138K $30.3M
SCHW
Schwab Charles Corp

Financial Services
1.02K
+ 0.43%
$69.06 - $91.24 $70.4K - $93K
238K $21.7M
GOOG
Alphabet Inc.

Communication Services
477
+ 0.34%
$146.58 - $180.01 $69.9K - $85.9K
142K $25.3M
ITOT
Ishares Core S&P Total U.S. St

ETFs
475
+ 0.23%
$108.12 - $135.04 $51.4K - $64.1K
206K $27.8M
IBKR
Interactive Brokers Group, Inc.

Financial Services
141K
+ 302.71%
$50.53 - $212.53 $7.12M - $30M
188K $10.4M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
189
+ 0.5%
$141.37 - $228.57 $26.7K - $43.2K
37.9K $8.59M
NEM
Newmont Corp

Basic Materials
2.94K
+ 1.55%
$44.18 - $59.46 $130K - $175K
193K $11.2M
ASML
Asml Holding Nv

Technology
166
+ 1.32%
$595.37 - $815.24 $98.8K - $135K
12.8K $10.2M
RTX
Raytheon Technologies Corp

Industrials
296
+ 0.25%
$113.75 - $148.48 $33.7K - $44K
121K $17.6M
DBND
Doubleline ETF Tr Opportunisti

ETFs
29.6K
+ 6.48%
$45.18 - $46.32 $1.34M - $1.37M
486K $22.5M
EW
Edwards Lifesciences Corp

Healthcare
1.5K
+ 0.9%
$67.07 - $78.22 $100K - $117K
168K $13.2M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
15.2K
+ 2.26%
$44.68 - $45.96 $680K - $700K
688K $31.5M
SYK
Stryker Corp

Healthcare
121
+ 0.4%
$337.37 - $395.63 $40.8K - $47.9K
30.2K $11.9M
NSC
Norfolk Southern Corp

Industrials
42
+ 0.11%
$206.34 - $257.46 $8.67K - $10.8K
36.6K $9.38M
TSLA
Tesla, Inc.

Consumer Cyclical
358
+ 4.0%
$221.86 - $362.89 $79.4K - $130K
9.31K $2.96M
COST
Costco Wholesale Corp

Consumer Defensive
69
+ 0.75%
$908.13 - $1056.85 $62.7K - $72.9K
9.29K $9.2M
IQLT
Ishares Msci Intl Quality Fact

ETFs
4.11K
+ 7.83%
$35.9 - $43.76 $148K - $180K
56.6K $2.45M
V
Visa Inc.

Financial Services
156
+ 0.25%
$308.27 - $373.31 $48.1K - $58.2K
63.1K $22.4M
NVO
Novo Nordisk A S

Healthcare
5.17K
+ 3.72%
$58.08 - $81.05 $300K - $419K
144K $9.95M
RTO
Rentokil Initial PLC

Industrials
1.34K
+ 0.59%
$19.89 - $24.42 $26.6K - $32.7K
230K $5.52M
ADBE
Adobe Inc.

Technology
214
+ 0.49%
$340.0 - $420.68 $72.8K - $90K
44.2K $17.1M
CI
Cigna Corp

Healthcare
285
+ 0.55%
$301.89 - $340.04 $86K - $96.9K
52.3K $17.3M
IBM
International Business Machines Corp

Technology
5
+ 0.14%
$221.03 - $294.78 $1.11K - $1.47K
3.52K $1.04M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1K
+ 50.0%
$100.04 - $100.54 $100K - $101K
3K $301K
BBIO
Bridge Bio Pharma, Inc.

Healthcare
550
+ 6.43%
$30.14 - $45.12 $16.6K - $24.8K
9.1K $392K
GLD
Spdr Gold Trust

ETFs
100
+ 2.61%
$273.71 - $316.29 $27.4K - $31.6K
3.93K $1.2M
IAU
Ishares Gold Trust

ETFs
443
+ 3.36%
$56.1 - $64.74 $24.9K - $28.7K
13.6K $850K
MYN
Blackrock Muniyield New York Quality Fund, Inc.

Financial Services
6.29K
+ 9.74%
$9.36 - $10.03 $58.8K - $63K
70.8K $674K
IEMG
Ishares Inc

ETFs
506
+ 2.23%
N/A
23.2K $1.25M
XLF
Financial Sector Spdr

ETFs
50
+ 0.6%
$43.92 - $52.37 $2.2K - $2.62K
8.34K $436K
VGLT
Vanguard Long Term Treasury Et

ETFs
320
+ 6.22%
$53.66 - $58.71 $17.2K - $18.8K
5.46K $306K
NYF
Ishares New York Muni Bond ETF

ETFs
225
+ 1.99%
$51.29 - $53.06 $11.5K - $11.9K
11.5K $601K
Ishares Tr
2.45K
+ 1.62%
N/A
154K $0
Blackrock Inc
33
+ 0.24%
N/A
13.9K $0
Doubleline ETF Trust
858
+ 0.51%
N/A
169K $0
Doubleline ETF Trust
5.69K
+ 3.8%
N/A
155K $0
Lam Research Corp
607
+ 0.69%
N/A
88.7K $0
Ageagle Aerial Sys Inc New
450
+ 3.82%
N/A
12.2K $0
Ishares Bitcoin Trust ETF
51.6K
+ 323.36%
N/A
67.6K $0
XLV
Select Sector Spdr Fund Health

ETFs
182
+ 5.87%
$128.77 - $144.3 $23.4K - $26.3K
3.28K $442K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
3.36K
+ 1400.0%
$87.84 - $1441.89 $295K - $4.84M
3.6K $324K
LLY
Eli Lilly & CO

Healthcare
448
+ 5.14%
$713.71 - $898.95 $320K - $403K
9.17K $7.15M
MDT
Medtronic PLC

Healthcare
413
+ 0.41%
$80.68 - $88.86 $33.3K - $36.7K
102K $8.9M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
369
+ 2.57%
$225.56 - $335.19 $83.2K - $124K
14.7K $3.5M
MRK
Merck & Co., Inc.

Healthcare
566
+ 0.51%
$73.47 - $87.12 $41.6K - $49.3K
111K $8.79M
XLE
Energy Sector Spdr

ETFs
965
+ 0.47%
$76.44 - $94.13 $73.8K - $90.8K
205K $17.4M
Activity Summary
Buys All Purchases 64 New Holdings 11 Increased Positions 53 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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