W.G. Shaheen & Associates Dba Whitney & CO Incresed Positions in Q3 2024

W.G. Shaheen & Associates Dba Whitney & CO

  • $915 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
7.05K
+ 1.26%
$207.23 - $234.82 $1.46M - $1.66M
568K $132M
META
Meta Platforms, Inc.

Communication Services
369
+ 0.56%
$453.41 - $572.44 $167K - $211K
66.8K $38.2M
NKE
Nike, Inc.

Consumer Cyclical
38.7K
+ 52.21%
$71.09 - $89.44 $2.75M - $3.46M
113K $9.96M
RMD
Resmed Inc

Healthcare
1.11K
+ 1.97%
$186.94 - $252.92 $208K - $281K
57.5K $14M
RRC
Range Resources Corp

Energy
115K
+ 62.63%
$27.91 - $34.84 $3.21M - $4.01M
299K $9.2M
CCJ
Cameco Corp

Energy
66.1K
+ 41.89%
$36.9 - $53.72 $2.44M - $3.55M
224K $10.7M
LOW
Lowes Companies Inc

Consumer Cyclical
248
+ 0.46%
$213.3 - $270.78 $52.9K - $67.2K
54.7K $14.8M
BLK
Black Rock Inc.

Financial Services
145
+ 0.91%
$782.27 - $949.51 $113K - $138K
16.2K $15.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
538
+ 1.21%
$405.19 - $478.57 $218K - $257K
45K $20.7M
RTX
Raytheon Technologies Corp

Industrials
841
+ 0.71%
$99.55 - $123.34 $83.7K - $104K
120K $14.5M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
20.5K
+ 3.49%
$44.65 - $47.21 $915K - $968K
609K $28.5M
MU
Micron Technology Inc

Technology
27.6K
+ 59.18%
$86.27 - $136.82 $2.38M - $3.77M
74.2K $7.69M
AVGO
Broadcom Inc.

Technology
98.6K
+ 909.05%
$136.27 - $1745.86 $13.4M - $172M
109K $18.9M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
352
+ 0.61%
$150.01 - $182.29 $52.8K - $64.2K
58.2K $10.6M
DBND
Doubleline ETF Tr Opportunisti

ETFs
9.17K
+ 2.23%
$44.93 - $47.6 $412K - $436K
421K $19.9M
MDT
Medtronic PLC

Healthcare
1.5K
+ 1.55%
$76.84 - $91.03 $115K - $137K
98.4K $8.86M
NSC
Norfolk Southern Corp

Industrials
142
+ 0.4%
$213.75 - $259.69 $30.4K - $36.9K
35.4K $8.8M
MDLZ
Mondelez International, Inc.

Consumer Defensive
12
+ 0.01%
$64.35 - $75.71 $772 - $909
142K $10.5M
IBKR
Interactive Brokers Group, Inc.

Financial Services
1.05K
+ 1.99%
$108.65 - $139.41 $114K - $146K
53.5K $7.46M
KO
Coca Cola CO

Consumer Defensive
1.05K
+ 0.92%
$62.69 - $73.01 $65.6K - $76.4K
115K $8.27M
CI
Cigna Corp

Healthcare
529
+ 1.04%
$319.12 - $367.1 $169K - $194K
51.3K $17.8M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
5.4K
+ 18.15%
$147.95 - $191.05 $798K - $1.03M
35.1K $6.1M
V
Visa Inc.

Financial Services
553
+ 0.9%
$253.74 - $291.56 $140K - $161K
61.8K $17M
BKNG
Booking Holdings Inc.

Consumer Cyclical
17
+ 0.52%
$3305.62 - $4268.05 $56.2K - $72.6K
3.31K $14M
JPM
Jpmorgan Chase & CO

Financial Services
21
+ 0.02%
$194.9 - $224.8 $4.09K - $4.72K
104K $21.9M
TSLA
Tesla, Inc.

Consumer Cyclical
2.47K
+ 85.36%
$191.76 - $263.26 $473K - $649K
5.36K $1.4M
SYK
Stryker Corp

Healthcare
415
+ 1.47%
$315.94 - $371.96 $131K - $154K
28.7K $10.4M
CRM
Salesforce, Inc.

Technology
182
+ 0.53%
$238.42 - $276.53 $43.4K - $50.3K
34.2K $9.36M
NVDA
Nvidia Corp

Technology
6.77K
+ 5.58%
$98.91 - $134.91 $670K - $913K
128K $15.6M
HSY
Hershey CO

Consumer Defensive
768
+ 1.9%
$182.45 - $203.25 $140K - $156K
41.2K $7.91M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
5.95K
+ 2.65%
$62.4 - $62.4 $371K - $371K
231K $14.4M
IBM
International Business Machines Corp

Technology
43
+ 1.07%
$175.1 - $223.38 $7.53K - $9.61K
4.06K $897K
IAU
Ishares Gold Trust

ETFs
1.76K
+ 14.67%
$44.06 - $50.5 $77.5K - $88.8K
13.7K $683K
STZ
Constellation Brands, Inc.

Consumer Defensive
373
+ 0.5%
$236.42 - $259.82 $88.2K - $96.9K
75.2K $19.4M
IEMG
Ishares Inc

ETFs
1.35K
+ 6.33%
$53.64 - $53.64 $72.2K - $72.2K
22.6K $1.21M
O
Realty Income Corp

Real Estate
26
+ 0.39%
$52.36 - $63.42 $1.36K - $1.65K
6.78K $429K
XLV
Select Sector Spdr Fund Health

ETFs
312
+ 12.46%
$143.3 - $157.24 $44.7K - $49.1K
2.82K $433K
XLP
Consumer Staples Sector Spdr

ETFs
672
+ 16.33%
$76.04 - $76.04 $51.1K - $51.1K
4.79K $363K
QQQ
Invesco Qqq Trust, Series 1

ETFs
57
+ 3.2%
$434.77 - $502.96 $24.8K - $28.7K
1.84K $898K
TFC
Truist Financial Corp

Financial Services
7
+ 0.07%
$38.22 - $44.94 $268 - $315
10.3K $441K
PEP
Pepsico Inc

Consumer Defensive
149
+ 7.41%
$161.9 - $179.3 $24.1K - $26.7K
2.16K $367K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2
+ 0.02%
$96.25 - $101.98 $193 - $204
8.39K $849K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
15
+ 0.37%
$58.03 - $65.37 $870 - $981
4.04K $261K
NFLX
Netflix Inc

Communication Services
1
+ 0.31%
$598.55 - $722.26 $599 - $722
321 $227K
SUB
Ishares Short Term National Mu

ETFs
10
+ 0.34%
$104.3 - $106.3 $1.04K - $1.06K
2.99K $317K
Doubleline ETF Trust
5.37K
+ 3.64%
N/A
153K $0
CVX
Chevron Corp

Energy
1.5K
+ 5.35%
$137.88 - $161.97 $207K - $243K
29.6K $4.36M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
202
+ 1.49%
$233.4 - $302.36 $47.1K - $61.1K
13.8K $3.73M
RYAAY
Ryanair Holdings PLC

Industrials
159K
+ 150.14%
$45.17 - $121.45 $7.18M - $19.3M
265K $12M
Activity Summary
Buys All Purchases 68 New Holdings 9 Increased Positions 59 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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