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

W.G. Shaheen & Associates Dba Whitney & CO

  • $963 Million
  • Q2 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$31.5 Million 3.27% of portfolio
688,361
Q2 2025 Added 2.26%
$0
$27.8 Million 2.88% of portfolio
205,734
Q2 2025 Added 0.23%
$0
$22.5 Million 2.33% of portfolio
486,184
Q2 2025 Added 6.48%
$0
$17.4 Million 1.8% of portfolio
205,033
Q2 2025 Added 0.47%
$0
$9.53 Million 0.99% of portfolio
152,761
Q2 2025 Reduced 29.86%
$0
$6.63 Million 0.69% of portfolio
52,694
Q2 2025 New
$0
$6.28 Million 0.65% of portfolio
67,439
Q2 2025 New
$0
$2.45 Million 0.25% of portfolio
56,623
Q2 2025 Added 7.83%
$0
$1.45 Million 0.15% of portfolio
5,716
Q2 2025 Reduced 0.95%
$0
$1.25 Million 0.13% of portfolio
23,220
Q2 2025 Added 2.23%
$107B
$1.2 Million 0.12% of portfolio
3,929
Q2 2025 Added 2.61%
$0
$1.02 Million 0.11% of portfolio
1,850
Q4 2024 Added 0.54%
$53.9B
$850,000 0.09% of portfolio
13,634
Q2 2025 Added 3.36%
$0
$785,000 0.08% of portfolio
7,922
Q2 2025 Reduced 32.65%
$0
$601,000 0.06% of portfolio
11,544
Q2 2025 Added 1.99%
$0
$594,000 0.06% of portfolio
19,375
Q1 2025 Reduced 3.25%
$0
$442,000 0.05% of portfolio
3,283
Q2 2025 Added 5.87%
$0
$438,000 0.05% of portfolio
5,773
Q2 2025 Reduced 0.19%
$0
$436,000 0.05% of portfolio
8,335
Q2 2025 Added 0.6%
$0
$313,000 0.03% of portfolio
16,500
Q4 2024 Added 17.86%
$0
$306,000 0.03% of portfolio
5,463
Q2 2025 Added 6.22%
$0
$301,000 0.03% of portfolio
3,000
Q2 2025 Added 50.0%
$0
$296,000 0.03% of portfolio
1,627
Q1 2025 Added 0.31%
$0
$294,000 0.03% of portfolio
3,300
Q1 2024 Reduced 4.35%
$0
$266,000 0.03% of portfolio
2,507
Q1 2025 Reduced 5.65%
$0
$261,000 0.03% of portfolio
2,506
Q1 2025 Reduced 42.85%
$0
$230,000 0.02% of portfolio
2,500
Q2 2025 New
$64B
$211,000 0.02% of portfolio
2,495
Q2 2025 New
$0
$207,000 0.02% of portfolio
1,175
Q2 2025 Reduced 16.07%
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