W.G. Shaheen & Associates Dba Whitney & CO Incresed Positions in Q2 2024

W.G. Shaheen & Associates Dba Whitney & CO

  • $856 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
112K
+ 1188.23%
$118.11 - $1224.4 $13.2M - $137M
121K $15M
RMD
Resmed Inc

Healthcare
25.4K
+ 81.94%
$173.83 - $220.63 $4.41M - $5.6M
56.3K $10.8M
CVX
Chevron Corp

Energy
24.6K
+ 705.04%
$152.57 - $166.33 $3.75M - $4.09M
28.1K $4.39M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
596
+ 1.18%
$392.81 - $485.53 $234K - $289K
51.2K $24M
NSC
Norfolk Southern Corp

Industrials
14.5K
+ 69.85%
$209.9 - $253.39 $3.04M - $3.68M
35.3K $7.57M
RTO
Rentokil Initial PLC

Industrials
43K
+ 26.91%
$25.52 - $30.62 $1.1M - $1.32M
203K $6.02M
IBKR
Interactive Brokers Group, Inc.

Financial Services
2.48K
+ 4.96%
$107.39 - $128.6 $267K - $319K
52.5K $6.44M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
19.9K
+ 3.49%
$44.06 - $45.49 $875K - $904K
588K $26.4M
KO
Coca Cola CO

Consumer Defensive
608
+ 0.54%
$58.06 - $64.15 $35.3K - $39K
114K $7.26M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
5.55K
+ 2.53%
$61.69 - $64.0 $343K - $355K
225K $14.1M
XLK
Technology Sector Spdr

ETFs
5
+ 0.08%
$192.53 - $231.41 $963 - $1.16K
6.06K $1.37M
VGLT
Vanguard Long Term Treasury Et

ETFs
2.66K
+ 9.37%
$55.25 - $59.25 $147K - $158K
31.1K $1.79M
MUB
Ishares National Muni Bond ETF

ETFs
913
+ 28.77%
$105.37 - $107.16 $96.2K - $97.8K
4.09K $435K
TSLA
Tesla, Inc.

Consumer Cyclical
36
+ 1.26%
$142.05 - $197.88 $5.11K - $7.12K
2.89K $571K
SUB
Ishares Short Term National Mu

ETFs
525
+ 21.39%
$104.04 - $104.8 $54.6K - $55K
2.98K $311K
DBND
Doubleline ETF Tr Opportunisti

ETFs
5.3K
+ 1.3%
$44.53 - $45.94 $236K - $244K
412K $18.7M
IEMG
Ishares Inc

ETFs
22
+ 0.1%
$50.02 - $54.95 $1.1K - $1.21K
21.3K $1.14M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
156
+ 1.9%
$95.11 - $97.92 $14.8K - $15.3K
8.38K $813K
PFF
Ishares Trust Ishares Pfd And

ETFs
485
+ 2.25%
$30.65 - $32.13 $14.9K - $15.6K
22K $695K
Doubleline ETF Trust
6.26K
+ 4.44%
N/A
147K $0
NYF
Ishares New York Muni Bond ETF

ETFs
75
+ 0.77%
$52.78 - $53.61 $3.96K - $4.02K
9.81K $523K
Kenvue Inc
1.91K
+ 0.47%
N/A
407K $0
PEP
Pepsico Inc

Consumer Defensive
104
+ 5.45%
$163.33 - $183.11 $17K - $19K
2.01K $331K
ACN
Accenture PLC

Technology
4
+ 0.57%
$281.76 - $339.17 $1.13K - $1.36K
710 $215K
ABBV
Abb Vie Inc.

Healthcare
7
+ 0.09%
$154.79 - $180.76 $1.08K - $1.27K
7.56K $1.3M
INTC
Intel Corp

Technology
348
+ 1.42%
$29.85 - $44.52 $10.4K - $15.5K
24.8K $767K
HSY
Hershey CO

Consumer Defensive
616
+ 1.55%
$182.0 - $209.51 $112K - $129K
40.5K $7.44M
SYK
Stryker Corp

Healthcare
485
+ 1.74%
$324.3 - $354.67 $157K - $172K
28.3K $9.63M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
68
+ 0.15%
$396.73 - $420.24 $27K - $28.6K
44.5K $18.1M
MDT
Medtronic PLC

Healthcare
626
+ 0.65%
$78.71 - $87.02 $49.3K - $54.5K
96.9K $7.63M
NKE
Nike, Inc.

Consumer Cyclical
368
+ 0.5%
$75.37 - $97.18 $27.7K - $35.8K
74K $5.58M
CRM
Salesforce, Inc.

Technology
125
+ 0.37%
$218.01 - $304.74 $27.3K - $38.1K
34K $8.75M
Activity Summary
Buys All Purchases 38 New Holdings 5 Increased Positions 33 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 1 Puts 0
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