W.G. Shaheen & Associates Dba Whitney & CO ETFs

W.G. Shaheen & Associates Dba Whitney & CO

  • $1.05 Billion
  • Q3 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$33.7 Million 3.22% of portfolio
727,816
Q3 2025 Added 5.73%
$0
$30.1 Million 2.88% of portfolio
206,606
Q3 2025 Added 0.42%
$0
$23.9 Million 2.29% of portfolio
513,979
Q3 2025 Added 5.72%
$0
$18.2 Million 1.74% of portfolio
204,134
Q3 2025 Reduced 0.44%
$0
$9.6 Million 0.92% of portfolio
153,861
Q3 2025 Added 0.72%
$0
$7.32 Million 0.7% of portfolio
68,226
Q3 2025 Added 1.17%
$0
$7.04 Million 0.67% of portfolio
53,244
Q3 2025 Added 1.04%
$0
$2.79 Million 0.27% of portfolio
63,191
Q3 2025 Added 11.6%
$0
$1.74 Million 0.17% of portfolio
6,162
Q3 2025 Added 7.8%
$127B
$1.39 Million 0.13% of portfolio
3,913
Q3 2025 Reduced 0.41%
$0
$1.25 Million 0.12% of portfolio
23,323
Q3 2025 Added 0.44%
$0
$1.07 Million 0.1% of portfolio
1,790
Q3 2025 Reduced 3.24%
$0
$881,000 0.08% of portfolio
8,797
Q3 2025 Added 11.05%
$64B
$854,000 0.08% of portfolio
11,744
Q3 2025 Reduced 13.86%
$0
$621,000 0.06% of portfolio
11,649
Q3 2025 Added 0.91%
$0
$534,000 0.05% of portfolio
16,900
Q3 2025 Reduced 12.77%
$0
$449,000 0.04% of portfolio
8,335
Q2 2025 Added 0.6%
$0
$371,000 0.04% of portfolio
2,672
Q3 2025 Reduced 18.61%
$0
$345,000 0.03% of portfolio
4,542
Q3 2025 Reduced 21.32%
$0
$315,000 0.03% of portfolio
16,500
Q4 2024 Added 17.86%
$0
$308,000 0.03% of portfolio
3,300
Q1 2024 Reduced 4.35%
$0
$302,000 0.03% of portfolio
3,000
Q2 2025 Added 50.0%
$0
$297,000 0.03% of portfolio
1,632
Q3 2025 Added 0.31%
$0
$258,000 0.02% of portfolio
2,500
Q2 2025 New
$0
$242,000 0.02% of portfolio
2,280
Q3 2025 Reduced 9.02%
$0
$231,000 0.02% of portfolio
4,066
Q3 2025 Reduced 25.57%
$56.3B
$223,000 0.02% of portfolio
2,495
Q2 2025 New
$0
$219,000 0.02% of portfolio
1,179
Q3 2025 Added 0.34%
$0
$211,000 0.02% of portfolio
882
Q3 2025 New
$0
$205,000 0.02% of portfolio
1,059
Q3 2025 New
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