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| Name: |
W.G. SHAHEEN & ASSOCIATES DBA WHITNEY & CO |
| City: |
WEBSTER |
| State: |
NY |
| Zip: |
14580 |
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data |
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| Holdings
Found :
9 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
DMBS |
Doubleline Mortgage Etf |
42 |
New |
$0.00 |
$6,872,000 |
141,131 |
0.82% |
6,872,000 |
141,131 |
1.568 |
N/A |
|
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IBKR |
Interactive Brokers Group Inc |
47 |
New |
$113.50 |
$5,587,000 |
50,015 |
0.67% |
5,587,000 |
50,015 |
0.049 |
Investment Brokerage ... |
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RTOKY |
Rentokil Initial Plc (Unite... |
52 |
New |
$27.13 |
$4,822,000 |
159,935 |
0.57% |
4,822,000 |
159,935 |
0.043 |
N/A |
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ISRG |
Intuitive Surgical Inc |
121 |
New |
$372.63 |
$236,000 |
591 |
0.03% |
236,000 |
591 |
0 |
Medical Appliances & ... |
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SHW |
Sherwin Williams Co |
123 |
New |
$320.86 |
$229,000 |
660 |
0.03% |
229,000 |
660 |
0 |
General Building Mate... |
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LLY |
Eli Lilly & Co |
124 |
New |
$760.00 |
$214,000 |
275 |
0.03% |
214,000 |
275 |
0 |
Drug Manufacturers - ... |
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IT |
Gartner Inc |
125 |
New |
$439.27 |
$211,000 |
442 |
0.03% |
211,000 |
442 |
0 |
Management Services |
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CAT |
Caterpillar Inc |
126 |
New |
$354.79 |
$202,000 |
550 |
0.02% |
202,000 |
550 |
0 |
Farm & Construction M... |
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LICY |
Li-cycle Holdings Corp |
128 |
New |
$0.62 |
$22,000 |
21,750 |
0% |
22,000 |
21,750 |
0.013 |
N/A |
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